StockDriftsStockDriftsTop 50 Renaissance Investment Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 5.32% | 80.0K | $24.8M | -4.90%(-4.12K) | $46.82(+812.75%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.95% | 80.1K | $23.0M | -7.99%(-6.95K) | $44.29(+776.97%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 4.56% | 133.0K | $21.2M | -3.19%(-4.38K) | $28.93(+435.62%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 4.4% | 20.5K | $20.5M | -0.70%(-144) | $118.34(+758.88%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 3.85% | 20.5K | $17.9M | +1.33%(+269) | $427.89(+155.96%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.74% | 68.6K | $17.4M | -3.07%(-2.17K) | $23.36(+1116.58%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.63% | 45.7K | $16.9M | -0.54%(-246) | $61.05(+573.88%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.56% | 95.1K | $16.6M | -0.96%(-920) | $109.41(+79.60%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 3.29% | 79.3K | $15.3M | -6.88%(-5.86K) | $72.71(+137.75%) | 2026-03-31 | |
| HWM | HOWMET AEROSPACE INC | 3.18% | 64.3K | $14.8M | -6.62%(-4.56K) | $103.98(+133.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.33% | +57.43% |
| Top 20 Holdings Unweighted | +16.94% | +59.91% |
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