Investments: Renaissance Investment Group LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
492.953.290 $+2.582.258 $490.371.032 $+32.854.737 $457.516.295 $+51.699.209 $408.795.102 $+408.795.102 $
BANK OF AMERICA CORP /DE/BAC277.404.148 $-12.089.613 $289.493.761 $+12.193.047 $277.300.714 $+28.180.322 $249.120.392 $+249.120.392 $
ALPHA PRO TECH LTDAPT33.974.857 $+6.281.227 $27.693.630 $+7.534.749 $20.158.881 $+2.384.506 $17.774.375 $+17.774.375 $
MICROSOFT CORPMSFT22.202.560 $-1.660.931 $23.863.491 $+895.167 $22.968.324 $+5.630.671 $17.337.653 $+17.337.653 $
APPFOLIO INCAPPF19.248.969 $+1.140.346 $18.108.623 $+3.902.853 $14.205.770 $-1.290.377 $15.496.147 $+15.496.147 $
NVIDIA CORPNVDA17.902.927 $+52.662 $17.850.265 $+2.755.770 $15.094.495 $+4.690.036 $10.404.459 $+10.404.459 $
RTX CorpRTX15.622.573 $+1.377.034 $14.245.539 $+1.770.530 $12.475.009 $+1.143.386 $11.331.623 $+11.331.623 $
INTUITIVE SURGICAL INCISRG15.587.360 $+3.197.747 $12.389.613 $-2.706.860 $15.096.473 $+1.328.462 $13.768.011 $+13.768.011 $
Booking Holdings Inc.BKNG13.919.842 $-103.412 $14.023.254 $-1.186.527 $15.209.781 $+3.037.173 $12.172.608 $+12.172.608 $
TE Connectivity plcTEL13.874.015 $+475.440 $13.398.575 $+3.140.740 $10.257.835 $+1.672.786 $8.585.049 $+8.585.049 $
Trane Technologies plcTT11.343.623 $-750.595 $12.094.218 $-397.337 $12.491.555 $+2.992.096 $9.499.459 $+9.499.459 $
TETRA TECH INCTTEK9.798.636 $+15.300 $9.783.336 $-740.169 $10.523.505 $+1.979.558 $8.543.947 $+8.543.947 $
Zoetis Inc.ZTS2.332.032 $-5.920.713 $8.252.745 $-167.000 $8.419.745 $-334.371 $8.754.116 $+8.754.116 $
CARPENTER TECHNOLOGY CORPCRS8.141.448 $+8.141.448 $
NEXTERA ENERGY INCNEE7.987.218 $+456.713 $7.530.505 $+339.704 $7.190.801 $-175.592 $7.366.393 $+7.366.393 $
CAMECO CORPCCJ5.236.705 $+1.144.840 $4.091.865 $+4.091.865 $
HALLIBURTON COHAL2.978.016 $+2.978.016 $
AbbVie Inc.ABBV2.294.040 $-151.717 $2.445.757 $+483.197 $1.962.560 $-252.695 $2.215.255 $+2.215.255 $
EXXON MOBIL CORPXOM1.886.931 $+107.736 $1.779.195 $+67.331 $1.711.864 $-188.637 $1.900.501 $+1.900.501 $
PEPSICO INCPEP1.162.943 $-81.777 $1.244.720 $+65.207 $1.179.513 $-196.112 $1.375.625 $+1.375.625 $
JOHNSON & JOHNSONJNJ1.190.997 $+139.295 $1.051.702 $+175.070 $876.632 $-124.212 $1.000.844 $+1.000.844 $
ELI LILLY & CoLLY1.117.667 $+324.147 $793.520 $-17.191 $810.711 $-48.235 $858.946 $+858.946 $
MCDONALDS CORPMCD914.139 $-2.393 $916.532 $+19.278 $897.254 $-97.957 $995.211 $+995.211 $
TopBuild CorpBLD967.881 $+16.137 $951.744 $+163.437 $788.307 $+11 $788.296 $+788.296 $
Veralto CorpVLTO861.301 $-85.716 $947.017 $+39.376 $907.641 $+29.811 $877.830 $+877.830 $
MORGAN STANLEYMS807.762 $+84.494 $723.268 $+82.355 $640.913 $+110.064 $530.849 $+530.849 $
BERKSHIRE HATHAWAY INCBRK-B635.779 $-114 $635.893 $+4.462 $631.431 $-60.846 $692.277 $+692.277 $
AMGEN INCAMGN559.373 $+77.093 $482.280 $-6.058 $488.338 $-91.145 $579.483 $+579.483 $
Walmart Inc.WMT559.835 $+41.958 $517.877 $+26.532 $491.345 $+50.200 $441.145 $+441.145 $
CHEVRON CORPCVX495.790 $-9.368 $505.158 $+39.361 $465.797 $-78.397 $544.194 $+544.194 $
PROCTER & GAMBLE CoPG417.892 $-33.224 $451.116 $-37.359 $488.475 $-34.033 $522.508 $+522.508 $
COLGATE PALMOLIVE COCL406.479 $-4.732 $411.211 $-56.379 $467.590 $-14.403 $481.993 $+481.993 $
AMAZON COM INCAMZN433.942 $+48.597 $385.345 $+1.412 $383.933 $+50.978 $332.955 $+332.955 $
STRYKER CORPSYK362.014 $-18.746 $380.760 $-26.739 $407.499 $+24.081 $383.418 $+383.418 $
DOVER CorpDOV380.718 $+55.399 $325.319 $-31.980 $357.299 $+14.723 $342.576 $+342.576 $
GENERAL ELECTRIC COGE335.445 $+7.852 $327.593 $+101.090 $226.503 $+226.503 $
ANALOG DEVICES INCADI332.220 $+31.237 $300.983 $+9.408 $291.575 $+34.446 $257.129 $+257.129 $
CSX CORPCSX319.363 $+6.520 $312.843 $+25.373 $287.470 $+28.192 $259.278 $+259.278 $
CUMMINS INCCMI293.509 $+50.646 $242.863 $+242.863 $
PFIZER INCPFE277.635 $-6.467 $284.102 $+13.826 $270.276 $-12.265 $282.541 $+282.541 $
CATERPILLAR INCCAT279.561 $+34.783 $244.778 $+26.216 $218.562 $+218.562 $
BlackRock, Inc.BLK235.875 $+4.939 $230.936 $-3.885 $234.821 $+234.821 $
JPMORGAN CHASE & COJPM227.487 $+4.793 $222.694 $+15.118 $207.576 $+207.576 $
Eaton Corp plcETN200.661 $-23.889 $224.550 $+10.356 $214.194 $+214.194 $
EMERSON ELECTRIC COEMR214.343 $+2.487 $211.856 $-3.472 $215.328 $+215.328 $
INTEL CORPINTC204.795 $+204.795 $
492.953.290 $+2.582.258 $490.371.032 $+32.854.737 $457.516.295 $+51.699.209 $408.795.102 $+408.795.102 $
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