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Portfolio (Quarterly) Guide ↗

RENAISSANCE GROUP LLC

· CIK 0000944234
13F Portfolio $2.4B AUM 234 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 61 Added 137 Reduced 31 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 MMM 3M CO Industrials 2,284 $366K 0.01% SOLD
22 COF CAPITAL ONE FINL CORP Financial Services 1,485 $360K 0.01% SOLD
23 DIS DISNEY WALT CO Communication Services 2,769 $315K 0.01% SOLD
24 UNH UNITEDHEALTH GROUP INC Healthcare 838 $277K 0.01% SOLD
25 FISV FISERV INC Technology 3,953 $266K 0.01% SOLD
26 MAS MASCO CORP Industrials 3,773 $239K 0.01% SOLD
27 MAA MID-AMER APT CMNTYS INC Real Estate 1,645 $229K 0.01% SOLD
28 ESS ESSEX PPTY TR INC Real Estate 823 $215K 0.01% SOLD
29 AVB AVALONBAY CMNTYS INC Real Estate 1,164 $211K 0.01% SOLD
30 GLNG GOLAR LNG LTD Energy 5,582 $208K 0.01% SOLD
31 NTAP NETAPP INC Technology 1,895 $203K 0.01% SOLD
Page 2 of 2  ·  31 positions
Sector Allocation
Technology 32.7%
Healthcare 16.1%
Industrials 12.3%
Consumer Cyclical 12.2%
Financial Services 11.8%
Communication Services 6.4%
Consumer Defensive 4.4%
Real Estate 2.1%
Utilities 1.1%
Basic Materials 0.6%