Renaissance Investment Group

Renaissance Investment as of March 31, 2013

Portfolio Holdings for Renaissance Investment

Renaissance Investment holds 74 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Enterprise Products Partners (EPD) 6.2 $10M 166k 60.29
Union Pacific Corporation (UNP) 5.2 $8.4M 59k 142.41
SPDR S&P MidCap 400 ETF (MDY) 5.0 $8.1M 39k 209.73
Exxon Mobil Corporation (XOM) 4.3 $7.0M 77k 90.11
International Business Machines (IBM) 3.3 $5.3M 25k 213.30
Apple (AAPL) 3.1 $5.1M 12k 442.70
Pepsi (PEP) 2.9 $4.7M 60k 79.12
iShares MSCI Emerging Markets Indx (EEM) 2.8 $4.6M 107k 42.77
Danaher Corporation (DHR) 2.8 $4.5M 73k 62.14
Chevron Corporation (CVX) 2.8 $4.5M 38k 118.83
Home Depot (HD) 2.6 $4.3M 61k 69.77
Panera Bread Company 2.5 $4.1M 25k 165.25
EMC Corporation 2.5 $4.0M 169k 23.89
Boeing Company (BA) 2.5 $4.0M 47k 85.85
Thermo Fisher Scientific (TMO) 2.4 $3.9M 51k 76.49
BlackRock 2.3 $3.8M 15k 256.91
eBay (EBAY) 2.0 $3.3M 61k 54.22
Schlumberger (SLB) 1.9 $3.1M 41k 74.90
General Electric Company 1.9 $3.0M 131k 23.12
United Technologies Corporation 1.9 $3.0M 32k 93.42
TJX Companies (TJX) 1.8 $3.0M 63k 46.76
Oasis Petroleum 1.7 $2.8M 74k 38.07
U.S. Bancorp (USB) 1.6 $2.6M 78k 33.92
Merck & Co (MRK) 1.6 $2.5M 57k 44.20
Precision Castparts 1.6 $2.5M 13k 189.64
Automatic Data Processing (ADP) 1.5 $2.4M 37k 65.02
Intel Corporation (INTC) 1.4 $2.4M 108k 21.83
Emerson Electric (EMR) 1.4 $2.3M 41k 55.87
Deere & Company (DE) 1.4 $2.3M 27k 85.98
Walt Disney Company (DIS) 1.4 $2.3M 40k 56.81
Apache Corporation 1.4 $2.3M 29k 77.15
Lear Corporation (LEA) 1.4 $2.2M 40k 54.87
McDonald's Corporation (MCD) 1.4 $2.2M 22k 99.67
Colgate-Palmolive Company (CL) 1.4 $2.2M 19k 118.04
Church & Dwight (CHD) 1.3 $2.2M 33k 64.64
Financial Select Sector SPDR (XLF) 1.3 $2.0M 112k 18.21
Air Products & Chemicals (APD) 1.2 $2.0M 23k 87.13
Cameron International Corporation 1.2 $2.0M 30k 65.20
Spdr S&p 500 Etf (SPY) 1.2 $1.9M 12k 156.64
Clean Harbors (CLH) 0.9 $1.5M 26k 58.09
Costco Wholesale Corporation (COST) 0.8 $1.3M 13k 106.08
Johnson & Johnson (JNJ) 0.8 $1.2M 15k 81.55
Occidental Petroleum Corporation (OXY) 0.7 $1.2M 15k 78.34
At&t (T) 0.7 $1.1M 30k 36.69
Pfizer (PFE) 0.7 $1.1M 37k 28.86
iShares Barclays TIPS Bond Fund (TIP) 0.6 $888k 7.3k 121.26
Stryker Corporation (SYK) 0.5 $857k 13k 65.25
Nxp Semiconductors N V (NXPI) 0.5 $793k 26k 30.28
Google 0.5 $735k 926.00 793.74
Target Corporation (TGT) 0.4 $633k 9.2k 68.50
FedEx Corporation (FDX) 0.4 $584k 6.0k 98.12
Berkshire Hills Ban (BBT) 0.3 $516k 20k 25.53
PowerShares Water Resources 0.3 $522k 23k 22.97
Tractor Supply Company (TSCO) 0.3 $482k 4.6k 104.10
Wells Fargo & Company (WFC) 0.3 $487k 13k 36.98
Procter & Gamble Company (PG) 0.3 $466k 6.0k 77.04
Cisco Systems (CSCO) 0.3 $426k 20k 20.88
Abbvie (ABBV) 0.3 $419k 10k 40.82
JPMorgan Chase & Co. (JPM) 0.2 $398k 8.4k 47.47
Verizon Communications (VZ) 0.2 $405k 8.2k 49.20
Comcast Corporation (CMCSA) 0.2 $396k 9.4k 41.94
Abbott Laboratories (ABT) 0.2 $354k 10k 35.31
iShares Russell 1000 Growth Index (IWF) 0.2 $356k 5.0k 71.36
Coca-Cola Company (KO) 0.2 $312k 7.7k 40.41
Noble Energy 0.2 $302k 2.6k 115.58
3M Company (MMM) 0.2 $268k 2.5k 106.31
Novo Nordisk A/S (NVO) 0.2 $275k 1.7k 161.29
DENTSPLY International 0.2 $253k 6.0k 42.52
Oracle Corporation (ORCL) 0.2 $263k 8.1k 32.39
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.1 $245k 2.3k 105.51
Fidelity Massachusetts Muni I (FDMMX) 0.1 $157k 13k 12.55
E.I. du Pont de Nemours & Company 0.1 $120k 2.4k 49.12
Dover Corporation (DOV) 0.1 $106k 1.5k 73.10
Kinder Morgan Energy Partners 0.1 $117k 1.3k 90.00