Renaissance Investment Group as of Dec. 31, 2024
Portfolio Holdings for Renaissance Investment Group
Renaissance Investment Group holds 78 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 5.7 | $27M | 117k | 231.84 | |
| Costco Wholesale Corporation (COST) | 4.5 | $21M | 23k | 916.27 | |
| Apple (AAPL) | 4.5 | $21M | 85k | 250.42 | |
| Microsoft Corporation (MSFT) | 4.4 | $21M | 50k | 421.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $19M | 100k | 189.30 | |
| TJX Companies (TJX) | 3.9 | $18M | 151k | 120.81 | |
| Intuitive Surgical Com New (ISRG) | 3.3 | $16M | 30k | 521.96 | |
| Home Depot (HD) | 3.1 | $15M | 37k | 388.99 | |
| United Rentals (URI) | 3.0 | $14M | 21k | 704.44 | |
| Booking Holdings (BKNG) | 3.0 | $14M | 2.9k | 4968.85 | |
| Thermo Fisher Scientific (TMO) | 2.9 | $14M | 27k | 520.23 | |
| Tetra Tech (TTEK) | 2.8 | $13M | 334k | 39.84 | |
| CRH Ord (CRH) | 2.7 | $13M | 139k | 92.52 | |
| Visa Com Cl A (V) | 2.7 | $13M | 40k | 316.04 | |
| Danaher Corporation (DHR) | 2.4 | $12M | 51k | 229.55 | |
| NVIDIA Corporation (NVDA) | 2.4 | $12M | 86k | 134.29 | |
| Raytheon Technologies Corp (RTX) | 2.4 | $11M | 97k | 115.72 | |
| Union Pacific Corporation (UNP) | 2.3 | $11M | 49k | 228.04 | |
| Nxp Semiconductors N V (NXPI) | 2.1 | $10M | 49k | 207.85 | |
| Leidos Holdings (LDOS) | 2.1 | $10M | 69k | 144.06 | |
| Arthur J. Gallagher & Co. (AJG) | 2.1 | $9.9M | 35k | 283.85 | |
| Trane Technologies SHS (TT) | 2.0 | $9.4M | 26k | 369.35 | |
| Xylem (XYL) | 1.9 | $9.2M | 79k | 116.02 | |
| Martin Marietta Materials (MLM) | 1.9 | $9.0M | 18k | 516.50 | |
| Church & Dwight (CHD) | 1.9 | $8.8M | 84k | 104.71 | |
| Te Connectivity Ord Shs (TEL) | 1.8 | $8.7M | 61k | 142.97 | |
| Zoetis Cl A (ZTS) | 1.8 | $8.5M | 52k | 162.93 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $8.0M | 23k | 342.16 | |
| Pepsi (PEP) | 1.6 | $7.7M | 51k | 152.06 | |
| salesforce (CRM) | 1.6 | $7.7M | 23k | 334.33 | |
| Enterprise Products Partners (EPD) | 1.6 | $7.5M | 238k | 31.36 | |
| Nextera Energy (NEE) | 1.5 | $6.9M | 97k | 71.69 | |
| Tractor Supply Company (TSCO) | 1.4 | $6.6M | 125k | 53.06 | |
| General Dynamics Corporation (GD) | 1.4 | $6.6M | 25k | 263.49 | |
| Howmet Aerospace (HWM) | 1.3 | $6.0M | 55k | 109.37 | |
| Meta Platforms Cl A (META) | 1.2 | $5.7M | 9.8k | 585.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $4.7M | 25k | 190.44 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.8 | $3.9M | 6.9k | 569.58 | |
| Halliburton Company (HAL) | 0.8 | $3.8M | 138k | 27.19 | |
| Novo-nordisk A S Adr (NVO) | 0.5 | $2.5M | 29k | 86.02 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.2M | 3.7k | 586.02 | |
| Abbvie (ABBV) | 0.4 | $2.1M | 12k | 177.70 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $1.8M | 17k | 107.57 | |
| Automatic Data Processing (ADP) | 0.4 | $1.8M | 6.0k | 292.73 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.6M | 9.1k | 172.42 | |
| Abbott Laboratories (ABT) | 0.3 | $1.3M | 11k | 113.11 | |
| Topbuild (BLD) | 0.3 | $1.3M | 4.1k | 311.34 | |
| Air Products & Chemicals (APD) | 0.2 | $1.1M | 3.9k | 290.04 | |
| Veralto Corp Com Shs (VLTO) | 0.2 | $1.1M | 11k | 101.85 | |
| Merck & Co (MRK) | 0.2 | $970k | 9.8k | 99.48 | |
| McDonald's Corporation (MCD) | 0.2 | $966k | 3.3k | 289.90 | |
| Johnson & Johnson (JNJ) | 0.2 | $892k | 6.2k | 144.62 | |
| Cisco Systems (CSCO) | 0.2 | $873k | 15k | 59.20 | |
| Eli Lilly & Co. (LLY) | 0.2 | $803k | 1.0k | 772.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $625k | 1.4k | 453.23 | |
| Morgan Stanley Com New (MS) | 0.1 | $572k | 4.6k | 125.72 | |
| Amgen (AMGN) | 0.1 | $563k | 2.2k | 260.64 | |
| Chevron Corporation (CVX) | 0.1 | $549k | 3.8k | 144.84 | |
| Wal-Mart Stores (WMT) | 0.1 | $531k | 5.9k | 90.35 | |
| Procter & Gamble Company (PG) | 0.1 | $529k | 3.2k | 167.65 | |
| Colgate-Palmolive Company (CL) | 0.1 | $468k | 5.1k | 90.91 | |
| Stryker Corporation (SYK) | 0.1 | $409k | 1.1k | 360.05 | |
| Amazon (AMZN) | 0.1 | $408k | 1.9k | 219.39 | |
| Dover Corporation (DOV) | 0.1 | $366k | 2.0k | 187.60 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $351k | 2.0k | 176.40 | |
| UnitedHealth (UNH) | 0.1 | $338k | 669.00 | 505.86 | |
| Paypal Holdings (PYPL) | 0.1 | $318k | 3.7k | 85.35 | |
| Pfizer (PFE) | 0.1 | $296k | 11k | 26.53 | |
| Ecolab (ECL) | 0.1 | $295k | 1.3k | 234.32 | |
| CSX Corporation (CSX) | 0.1 | $294k | 9.1k | 32.27 | |
| Analog Devices (ADI) | 0.1 | $287k | 1.4k | 212.46 | |
| Lowe's Companies (LOW) | 0.1 | $239k | 969.00 | 246.80 | |
| Emerson Electric (EMR) | 0.0 | $220k | 1.8k | 123.93 | |
| Tesla Motors (TSLA) | 0.0 | $218k | 540.00 | 403.84 | |
| Honeywell International (HON) | 0.0 | $213k | 941.00 | 225.82 | |
| Caterpillar (CAT) | 0.0 | $204k | 563.00 | 362.76 | |
| Woodward Governor Company (WWD) | 0.0 | $203k | 1.2k | 166.42 | |
| Cummins (CMI) | 0.0 | $200k | 575.00 | 348.60 |
