Renaissance Investment Group as of March 31, 2025
Portfolio Holdings for Renaissance Investment Group
Renaissance Investment Group holds 73 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Costco Wholesale Corporation (COST) | 4.8 | $20M | 21k | 945.78 | |
| Microsoft Corporation (MSFT) | 4.2 | $17M | 46k | 375.39 | |
| TJX Companies (TJX) | 4.2 | $17M | 142k | 121.80 | |
| Broadcom (AVGO) | 4.0 | $17M | 99k | 167.43 | |
| Apple (AAPL) | 3.8 | $16M | 70k | 222.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $14M | 93k | 154.64 | |
| Home Depot (HD) | 3.4 | $14M | 39k | 366.49 | |
| Intuitive Surgical Com New (ISRG) | 3.3 | $14M | 28k | 495.27 | |
| Thermo Fisher Scientific (TMO) | 3.2 | $13M | 26k | 497.60 | |
| Visa Com Cl A (V) | 3.2 | $13M | 37k | 350.46 | |
| Arthur J. Gallagher & Co. (AJG) | 3.1 | $13M | 37k | 345.24 | |
| Booking Holdings (BKNG) | 3.0 | $12M | 2.6k | 4607.35 | |
| CRH Ord (CRH) | 2.9 | $12M | 138k | 87.97 | |
| United Rentals (URI) | 2.9 | $12M | 19k | 626.70 | |
| Raytheon Technologies Corp (RTX) | 2.8 | $11M | 86k | 132.46 | |
| NVIDIA Corporation (NVDA) | 2.5 | $10M | 96k | 108.38 | |
| Leidos Holdings (LDOS) | 2.4 | $9.7M | 72k | 134.94 | |
| Xylem (XYL) | 2.3 | $9.7M | 81k | 119.46 | |
| Trane Technologies SHS (TT) | 2.3 | $9.5M | 28k | 336.92 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.3 | $9.5M | 27k | 352.58 | |
| Church & Dwight (CHD) | 2.3 | $9.4M | 86k | 110.09 | |
| Howmet Aerospace (HWM) | 2.2 | $9.1M | 70k | 129.73 | |
| Nxp Semiconductors N V (NXPI) | 2.2 | $9.1M | 48k | 190.06 | |
| Zoetis Cl A (ZTS) | 2.1 | $8.8M | 53k | 164.65 | |
| Union Pacific Corporation (UNP) | 2.1 | $8.7M | 37k | 236.24 | |
| Te Connectivity Ord Shs (TEL) | 2.1 | $8.6M | 61k | 141.32 | |
| Tetra Tech (TTEK) | 2.1 | $8.5M | 292k | 29.25 | |
| Danaher Corporation (DHR) | 2.0 | $8.1M | 39k | 205.00 | |
| Enterprise Products Partners (EPD) | 1.9 | $8.0M | 233k | 34.14 | |
| Martin Marietta Materials (MLM) | 1.8 | $7.6M | 16k | 478.13 | |
| Nextera Energy (NEE) | 1.8 | $7.4M | 104k | 70.89 | |
| salesforce (CRM) | 1.7 | $6.8M | 26k | 268.36 | |
| Meta Platforms Cl A (META) | 1.4 | $5.9M | 10k | 576.37 | |
| Oneok (OKE) | 1.3 | $5.5M | 55k | 99.22 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $3.5M | 22k | 156.23 | |
| Halliburton Company (HAL) | 0.7 | $3.0M | 117k | 25.37 | |
| Abbvie (ABBV) | 0.5 | $2.2M | 11k | 209.52 | |
| Novo-nordisk A S Adr (NVO) | 0.5 | $2.1M | 30k | 69.44 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $1.9M | 16k | 118.93 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.8M | 3.2k | 559.33 | |
| Automatic Data Processing (ADP) | 0.4 | $1.7M | 5.6k | 305.53 | |
| Pepsi (PEP) | 0.3 | $1.4M | 9.2k | 149.93 | |
| Abbott Laboratories (ABT) | 0.3 | $1.3M | 10k | 132.65 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $1.3M | 2.4k | 533.48 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.1M | 7.6k | 139.78 | |
| Air Products & Chemicals (APD) | 0.2 | $1.0M | 3.4k | 294.92 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.0M | 6.0k | 165.84 | |
| McDonald's Corporation (MCD) | 0.2 | $995k | 3.2k | 312.37 | |
| Cisco Systems (CSCO) | 0.2 | $900k | 15k | 61.71 | |
| Veralto Corp Com Shs (VLTO) | 0.2 | $878k | 9.0k | 97.45 | |
| Eli Lilly & Co. (LLY) | 0.2 | $859k | 1.0k | 825.91 | |
| Topbuild (BLD) | 0.2 | $788k | 2.6k | 304.95 | |
| Merck & Co (MRK) | 0.2 | $776k | 8.6k | 89.76 | |
| Tractor Supply Company (TSCO) | 0.2 | $709k | 13k | 55.10 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $692k | 1.3k | 532.52 | |
| Amgen (AMGN) | 0.1 | $580k | 1.9k | 311.55 | |
| Ge Vernova (GEV) | 0.1 | $547k | 1.8k | 305.28 | |
| Chevron Corporation (CVX) | 0.1 | $544k | 3.3k | 167.29 | |
| Morgan Stanley Com New (MS) | 0.1 | $531k | 4.6k | 116.67 | |
| Procter & Gamble Company (PG) | 0.1 | $523k | 3.1k | 170.42 | |
| Colgate-Palmolive Company (CL) | 0.1 | $482k | 5.1k | 93.70 | |
| Wal-Mart Stores (WMT) | 0.1 | $441k | 5.0k | 87.79 | |
| Stryker Corporation (SYK) | 0.1 | $383k | 1.0k | 372.25 | |
| Dover Corporation (DOV) | 0.1 | $343k | 2.0k | 175.68 | |
| Amazon (AMZN) | 0.1 | $333k | 1.8k | 190.26 | |
| Ecolab (ECL) | 0.1 | $319k | 1.3k | 253.52 | |
| Pfizer (PFE) | 0.1 | $283k | 11k | 25.34 | |
| CSX Corporation (CSX) | 0.1 | $259k | 8.8k | 29.43 | |
| Analog Devices (ADI) | 0.1 | $257k | 1.3k | 201.67 | |
| Paypal Holdings (PYPL) | 0.1 | $234k | 3.6k | 65.25 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $223k | 1.4k | 165.45 | |
| Lowe's Companies (LOW) | 0.1 | $216k | 925.00 | 233.23 | |
| Woodward Governor Company (WWD) | 0.1 | $210k | 1.2k | 182.49 |
