Renaissance Investment

Latest statistics and disclosures from Renaissance Investment's latest quarterly 13F-HR filing:

Renaissance Investment portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Enterprise Products Partners 5.28 309519 36.12 0.00
UNP Union Pacific Corporation 5.25 -5.00% 93384 119.13 121.25
MDY SPDR S&P; MidCap 400 ETF 4.62 37089 263.96 274.75
AAPL Apple 3.94 75619 110.37 130.41
HD Home Depot 3.56 +3.00% 71900 104.97 114.81
DHR Danaher Corporation 3.18 +3.00% 78600 85.71 87.81
TMO Thermo Fisher Scientific 3.14 53153 125.30 130.15
MS Morgan Stanley 2.89 157555 38.80 35.93
PEP Pepsi 2.80 62811 94.56 99.20
XOM Exxon Mobil Corporation 2.69 -5.00% 61598 92.45 88.94
BA Boeing Company 2.64 42996 129.99 151.73
APD Air Products & Chemicals 2.61 +6.00% 38399 144.24 156.63
BLK BlackRock 2.58 15278 357.54 375.02
DIS Walt Disney Company 2.45 +8.00% 54995 94.19 104.56
XLF Financial Select Sector SPDR 2.44 +3.00% 208625 24.73 24.43
Nxp Semiconductors N V 2.33 +6.00% 64615 76.40 0.00
LEA Lear Corporation 2.29 49527 98.08 108.20
ADP Automatic Data Processing 2.28 +28.00% 57937 83.37 88.84
UTX United Technologies Corporation 2.26 +5.00% 41598 115.00 122.48
MRK Merck & Co 2.17 +3.00% 80969 56.79 58.83
CVX Chevron Corporation 2.01 -4.00% 37955 112.19 107.06
TJX TJX Companies 2.01 +2.00% 61959 68.58 68.84
USB U.S. Ban 2.00 +2.00% 94395 44.95 44.77
CELG Celgene Corporation 1.99 +6.00% 37672 111.87 123.35
COST Costco Wholesale Corporation 1.93 +16.00% 28844 141.73 146.65
CL Colgate-Palmolive Company 1.83 +3.00% 56050 69.19 71.11
CHD Church & Dwight 1.83 +5.00% 49130 78.81 85.45
PCP Precision Castparts 1.81 +5.00% 15923 240.91 216.33
PCAR PACCAR 1.43 +27.00% 44505 68.01 64.03
TSCO Tractor Supply Company 1.34 +6.00% 35930 78.82 88.89
GE General Electric Company 1.29 -7.00% 108142 25.27 25.78
WSM Williams-Sonoma 1.21 NEW 33937 75.67 80.65
JNJ Johnson & Johnson 1.15 23362 104.55 102.92
GOOG Google 1.02 +7.00% 4059 530.66 557.75
ROC Rockwood Holdings 0.96 25692 78.82 0.00
INTC Intel Corporation 0.95 55600 36.29 33.38
EBAY eBay 0.95 35805 56.11 58.54
SPY SPDR S&P; 500 ETF 0.91 -4.00% 9382 205.50 211.33
APA Apache Corporation 0.90 -17.00% 30576 62.68 65.74
EWG iShares MSCI Germany Index Fund 0.87 -48.00% 67302 27.42 29.58
Google Inc Class C 0.84 3373 526.50 0.00
BAX Baxter International 0.77 22393 73.28 68.67
PNRA Panera Bread Company 0.71 -54.00% 8645 174.78 162.49
SLB Schlumberger 0.67 -16.00% 16713 85.43 84.01
PFE Pfizer 0.65 44057 31.15 34.54
Tripadvisor 0.61 -44.00% 17275 74.67 0.00
EMR Emerson Electric 0.54 -9.00% 18360 61.76 57.94
EMC EMC Corporation 0.37 -14.00% 26628 29.76 28.82
MCD McDonald's Corporation 0.35 -12.00% 7847 93.69 99.10
WFC Wells Fargo & Company 0.26 10232 54.83 55.06
Cdk Global Inc equities 0.26 NEW 13713 40.76 0.00
IBM International Business Machines 0.25 -32.00% 3318 160.49 160.30
CSCO Cisco Systems 0.23 17800 27.81 29.91
BHLB Berkshire Hills Ban 0.23 18061 26.69 26.73
Abbvie 0.23 7460 65.37 0.00
DOV Dover Corporation 0.21 -3.00% 6250 72.00 72.52
Fireeye 0.20 NEW 13160 31.61 0.00
PG Procter & Gamble Company 0.18 4252 90.91 85.11
IWF iShares Russell 1000 Growth Index 0.18 -12.00% 4093 95.53 100.60
ITA iShares Dow Jones US Aerospace & Def.ETF 0.18 +5.00% 3365 114.71 123.59
MSFT Microsoft Corporation 0.17 +6.00% 7690 46.46 43.77
ABT Abbott Laboratories 0.17 7860 44.96 47.61
T AT&T; 0.17 -19.00% 10627 33.57 34.48
KO Coca-Cola Company 0.15 -8.00% 7435 42.29 42.86
MMM 3M Company 0.15 1875 164.36 169.22
SYK Stryker Corporation 0.15 3265 94.33 94.76
PHO PowerShares Water Resources 0.15 12688 25.77 25.40
CVS CVS Caremark Corporation 0.14 3134 96.36 104.17
TGT Target Corporation 0.14 -13.00% 3785 75.83 77.20
GILD Gilead Sciences 0.14 NEW 3080 94.16 103.74
NKE NIKE 0.13 2905 96.28 96.84
VZ Verizon Communications 0.12 -6.00% 5239 46.78 49.50
AMGN Amgen 0.10 NEW 1385 158.54 158.97
NVO Novo Nordisk A/S 0.10 5250 42.29 47.55
PAA Plains All American Pipeline 0.10 NEW 4270 51.29 49.91
QQQQ PowerShares QQQ Trust, Series 1 0.10 -2.00% 2009 103.04 0.00
IJR iShares S&P; SmallCap 600 Index 0.10 NEW 1870 114.29 116.84

Past 13F-HR SEC Filings for Renaissance Investment