StockDriftsStockDriftsTop 50 Renaissance Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 1.77% | 147.1K | $42.3M | -13.57%(-23.10K) | $31.11(+1189.11%) | 2026-03-31 | |
| KLAC | KLA CORP | 1.72% | 27.9K | $41.1M | -24.04%(-8.84K) | $191.24(+889.83%) | 2026-03-31 | |
| JBL | JABIL INC | 1.7% | 153.0K | $40.7M | -4.23%(-6.76K) | $132.32(+167.79%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.7% | 131.0K | $40.6M | -5.27%(-7.29K) | $55.66(+690.16%) | 2026-03-31 | |
| FIX | COMFORT SYS USA INC | 1.7% | 29.4K | $40.5M | -24.29%(-9.42K) | $368.00(+454.98%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.68% | 158.5K | $40.2M | -3.87%(-6.38K) | $56.87(+424.35%) | 2026-03-31 | |
| EME | EMCOR GROUP INC | 1.63% | 52.8K | $39.0M | -3.62%(-1.99K) | $389.96(+138.50%) | 2026-03-31 | |
| APH | AMPHENOL CORP NEW | 1.61% | 305.2K | $38.6M | -6.72%(-21.99K) | $21.93(+489.03%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 1.57% | 109.6K | $37.5M | -28.16%(-42.97K) | $162.83(+170.56%) | 2026-03-31 | |
| HSY | HERSHEY CO | 1.55% | 178.0K | $37.0M | new | $194.93(-2.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.33% | +83.08% |
| Top 20 Holdings Unweighted | +22.45% | +83.59% |
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