Renaissance Investment Group as of June 30, 2025
Portfolio Holdings for Renaissance Investment Group
Renaissance Investment Group holds 78 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 5.9 | $27M | 99k | 275.65 | |
| Microsoft Corporation (MSFT) | 5.0 | $23M | 46k | 497.41 | |
| Costco Wholesale Corporation (COST) | 4.5 | $21M | 21k | 989.94 | |
| TJX Companies (TJX) | 3.8 | $18M | 143k | 123.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $16M | 92k | 176.23 | |
| Booking Holdings (BKNG) | 3.3 | $15M | 2.6k | 5789.79 | |
| Intuitive Surgical Com New (ISRG) | 3.3 | $15M | 28k | 543.41 | |
| NVIDIA Corporation (NVDA) | 3.3 | $15M | 96k | 157.99 | |
| United Rentals (URI) | 3.1 | $14M | 19k | 753.40 | |
| Home Depot (HD) | 3.1 | $14M | 39k | 366.64 | |
| Apple (AAPL) | 3.1 | $14M | 69k | 205.17 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.0 | $14M | 27k | 509.31 | |
| Howmet Aerospace (HWM) | 2.9 | $13M | 71k | 186.13 | |
| Visa Com Cl A (V) | 2.8 | $13M | 37k | 355.05 | |
| CRH Ord (CRH) | 2.8 | $13M | 139k | 91.80 | |
| Trane Technologies SHS (TT) | 2.7 | $13M | 29k | 437.41 | |
| Raytheon Technologies Corp (RTX) | 2.7 | $13M | 85k | 146.02 | |
| Arthur J. Gallagher & Co. (AJG) | 2.6 | $12M | 37k | 320.12 | |
| Leidos Holdings (LDOS) | 2.5 | $11M | 72k | 157.76 | |
| Thermo Fisher Scientific (TMO) | 2.3 | $11M | 26k | 405.46 | |
| Xylem (XYL) | 2.3 | $11M | 81k | 129.36 | |
| Tetra Tech (TTEK) | 2.3 | $11M | 293k | 35.96 | |
| Te Connectivity Ord Shs (TEL) | 2.2 | $10M | 61k | 168.67 | |
| Nxp Semiconductors N V (NXPI) | 2.1 | $9.9M | 45k | 218.49 | |
| Ge Vernova (GEV) | 2.1 | $9.8M | 19k | 529.15 | |
| Zoetis Cl A (ZTS) | 1.8 | $8.4M | 54k | 155.95 | |
| Martin Marietta Materials (MLM) | 1.8 | $8.4M | 15k | 548.96 | |
| Church & Dwight (CHD) | 1.8 | $8.2M | 85k | 96.11 | |
| Union Pacific Corporation (UNP) | 1.7 | $8.0M | 35k | 230.08 | |
| Meta Platforms Cl A (META) | 1.7 | $7.6M | 10k | 738.10 | |
| Danaher Corporation (DHR) | 1.6 | $7.5M | 38k | 197.54 | |
| Enterprise Products Partners (EPD) | 1.6 | $7.2M | 232k | 31.01 | |
| Nextera Energy (NEE) | 1.6 | $7.2M | 104k | 69.42 | |
| Oneok (OKE) | 1.0 | $4.4M | 54k | 81.63 | |
| salesforce (CRM) | 0.9 | $4.1M | 15k | 272.69 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $3.9M | 22k | 177.39 | |
| Novo-nordisk A S Adr (NVO) | 0.5 | $2.3M | 33k | 69.02 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.1M | 3.4k | 617.79 | |
| Abbvie (ABBV) | 0.4 | $2.0M | 11k | 185.62 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $1.7M | 16k | 107.80 | |
| Automatic Data Processing (ADP) | 0.4 | $1.7M | 5.5k | 308.40 | |
| Abbott Laboratories (ABT) | 0.3 | $1.4M | 10k | 136.01 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $1.3M | 2.3k | 566.48 | |
| Pepsi (PEP) | 0.3 | $1.2M | 8.9k | 132.04 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.1M | 7.6k | 149.58 | |
| Cisco Systems (CSCO) | 0.2 | $1.0M | 15k | 69.38 | |
| Air Products & Chemicals (APD) | 0.2 | $913k | 3.2k | 282.06 | |
| Veralto Corp Com Shs (VLTO) | 0.2 | $908k | 9.0k | 100.95 | |
| McDonald's Corporation (MCD) | 0.2 | $897k | 3.1k | 292.17 | |
| Johnson & Johnson (JNJ) | 0.2 | $877k | 5.7k | 152.75 | |
| Eli Lilly & Co. (LLY) | 0.2 | $811k | 1.0k | 779.53 | |
| Topbuild (BLD) | 0.2 | $788k | 2.4k | 323.74 | |
| Merck & Co (MRK) | 0.1 | $665k | 8.4k | 79.16 | |
| Morgan Stanley Com New (MS) | 0.1 | $641k | 4.6k | 140.86 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $631k | 1.3k | 485.72 | |
| Tractor Supply Company (TSCO) | 0.1 | $496k | 9.4k | 52.77 | |
| Wal-Mart Stores (WMT) | 0.1 | $491k | 5.0k | 97.78 | |
| Procter & Gamble Company (PG) | 0.1 | $489k | 3.1k | 159.32 | |
| Amgen (AMGN) | 0.1 | $488k | 1.7k | 279.21 | |
| Colgate-Palmolive Company (CL) | 0.1 | $468k | 5.1k | 90.90 | |
| Chevron Corporation (CVX) | 0.1 | $466k | 3.3k | 143.19 | |
| Stryker Corporation (SYK) | 0.1 | $408k | 1.0k | 395.63 | |
| Amazon (AMZN) | 0.1 | $384k | 1.8k | 219.39 | |
| Dover Corporation (DOV) | 0.1 | $357k | 2.0k | 183.23 | |
| Ecolab (ECL) | 0.1 | $339k | 1.3k | 269.44 | |
| Analog Devices (ADI) | 0.1 | $292k | 1.2k | 238.02 | |
| CSX Corporation (CSX) | 0.1 | $288k | 8.8k | 32.63 | |
| Pfizer (PFE) | 0.1 | $270k | 11k | 24.24 | |
| Paypal Holdings (PYPL) | 0.1 | $266k | 3.6k | 74.32 | |
| Woodward Governor Company (WWD) | 0.1 | $257k | 1.1k | 245.09 | |
| Ishares Msci Germany Etf (EWG) | 0.1 | $235k | 5.6k | 42.31 | |
| Ge Aerospace Com New (GE) | 0.0 | $227k | 880.00 | 257.39 | |
| Honeywell International (HON) | 0.0 | $219k | 941.00 | 232.80 | |
| Caterpillar (CAT) | 0.0 | $219k | 563.00 | 388.21 | |
| Emerson Electric (EMR) | 0.0 | $215k | 1.6k | 133.33 | |
| Eaton Corp SHS (ETN) | 0.0 | $214k | 600.00 | 356.99 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $208k | 716.00 | 289.91 | |
| Lowe's Companies (LOW) | 0.0 | $205k | 925.00 | 221.87 |
