Renaissance Investment Group LLC

RIA/Wealth

Renaissance Investment Group LLC is a RIA/Wealth based in Ridgeland, MS led by Christopher Anthony Silipigno, reporting $636.1M in AUM as of Q3 2025 with AVGO as the largest holding (6% allocation).

CEOChristopher Anthony Silipigno

Portfolio Value: $493.7M
Positions: 78
Top Holding: AVGO at 6.16%
Last Reported: Q3 2025

Address602 Steed Road Suite 110, Ridgeland, MS, 39157, United States

Top Holdings

Largest long holdings in Renaissance Investment Group LLC's portfolio (41% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Broadcom Inc. AVGO	Semiconductors Technology	$30.4M	6.16%	-$2.2M Sold	0.00% 92.2K shares	Q4 2020 Held for 4y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$23.9M	4.83%	-$53.3K Sold	0.00% 46.1K shares	Q3 2013 Held for 12y 2m
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$22.4M	4.53%	-$82.4K Sold	0.00% 91.9K shares	≤ Q2 2013 Held for 12y 5m+
4 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$20.4M	4.14%	-$221.3K Sold	0.01% 141.4K shares	≤ Q2 2013 Held for 12y 5m+
5 Costco Wholesale COST	Discount Stores Consumer Defensive	$19.2M	3.89%	-$77.8K Sold	0.00% 20.8K shares	≤ Q2 2013 Held for 12y 5m+
6 Apple AAPL	Consumer Electronics Technology	$18.1M	3.67%	+$478.2K Bought	0.00% 71.1K shares	≤ Q2 2013 Held for 12y 5m+
7 Nvidia NVDA	Semiconductors Technology	$17.9M	3.62%	+$24.3K Bought	0.00% 95.7K shares	Q2 2024 Held for 1y 5m
8 United Rentals URI	Rental & Leasing Services Industrials	$17.8M	3.61%	-$386.6K Sold	0.03% 18.7K shares	Q4 2020 Held for 4y 11m
9 CRH CRH	Construction Materials Basic Materials	$16.6M	3.35%	-$50.4K Sold	0.02% 138.1K shares	Q1 2024 Held for 1y 8m
10 Home Depot HD	Home Improvement Consumer Cyclical	$15.6M	3.17%	-$139.0K Sold	0.00% 38.6K shares	≤ Q2 2013 Held for 12y 5m+

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Renaissance Investment Group LLC's latest filing

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GthenC

Market Value

$493.7M

Prior: $460.9M

Q/Q Change

+7.12%

+$32.8M

Turnover Ratio

1.94%

New Purchases

1 stocks

$4.1M

Added To

14 stocks

+$1.8M

Sold Out Of

2 stocks

$2.5M

Reduced Holdings

42 stocks

-$10.5M

Increased Positions

Position	Shares Δ	Change
1 Cameco CCJ	New	0 → 48.8K +$4.1M
2 General Electric GE	+23.75%	880.0 → 1.1K +$62.9K
3 Zoetis ZTS	+4.47%	54.0K → 56.4K +$352.9K
4 Apple AAPL	+2.71%	69.2K → 71.1K +$478.2K
5 General Electric GEV	+2.49%	18.6K → 19.1K +$285.3K

Decreased Positions

Position	Shares Δ	Change
1 NVO Novo Nordisk NVO	Sold	32.7K → 0 −$2.3M
2 Honeywell International HON	Sold	941.0 → 0 −$219.1K
3 Oneok OKE	-37.7%	54.0K → 33.7K −$1.5M
4 Salesforce CRM	-19.87%	15.1K → 12.1K −$710.8K
5 Martin Marietta Materials MLM	-18.85%	15.2K → 12.4K −$1.8M