Renaissance Investment Group

Renaissance Investment Group as of Sept. 30, 2025

Portfolio Holdings for Renaissance Investment Group

Renaissance Investment Group holds 78 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 6.2 $30M 92k 329.91
Microsoft Corporation (MSFT) 4.8 $24M 46k 517.95
Alphabet Cap Stk Cl A (GOOGL) 4.5 $22M 92k 243.10
TJX Companies (TJX) 4.1 $20M 141k 144.54
Costco Wholesale Corporation (COST) 3.9 $19M 21k 925.63
Apple (AAPL) 3.7 $18M 71k 254.63
NVIDIA Corporation (NVDA) 3.6 $18M 96k 186.58
United Rentals (URI) 3.6 $18M 19k 954.66
CRH Ord (CRH) 3.4 $17M 138k 119.90
Home Depot (HD) 3.2 $16M 39k 405.19
Raytheon Technologies Corp (RTX) 2.9 $14M 85k 167.33
Booking Holdings (BKNG) 2.8 $14M 2.6k 5399.79
Howmet Aerospace (HWM) 2.8 $14M 70k 196.23
Leidos Holdings (LDOS) 2.7 $14M 72k 188.96
Crowdstrike Hldgs Cl A (CRWD) 2.7 $14M 27k 490.38
Te Connectivity Ord Shs (TEL) 2.7 $13M 61k 219.53
Visa Com Cl A (V) 2.5 $13M 37k 341.38
Thermo Fisher Scientific (TMO) 2.5 $13M 26k 485.02
Intuitive Surgical Com New (ISRG) 2.5 $12M 28k 447.23
Trane Technologies SHS (TT) 2.4 $12M 29k 421.96
Xylem (XYL) 2.4 $12M 82k 147.50
Ge Vernova (GEV) 2.4 $12M 19k 614.90
Arthur J. Gallagher & Co. (AJG) 2.3 $12M 38k 309.74
Tetra Tech (TTEK) 2.0 $9.8M 293k 33.38
Nxp Semiconductors N V (NXPI) 1.9 $9.2M 40k 227.73
Zoetis Cl A (ZTS) 1.7 $8.3M 56k 146.32
Union Pacific Corporation (UNP) 1.6 $8.1M 34k 236.37
Martin Marietta Materials (MLM) 1.6 $7.8M 12k 630.28
Meta Platforms Cl A (META) 1.6 $7.8M 11k 734.39
Nextera Energy (NEE) 1.5 $7.5M 100k 75.49
Church & Dwight (CHD) 1.5 $7.5M 85k 87.63
Enterprise Products Partners (EPD) 1.5 $7.2M 232k 31.27
Danaher Corporation (DHR) 1.4 $7.0M 35k 198.26
Alphabet Cap Stk Cl C (GOOG) 1.1 $5.3M 22k 243.55
Cameco Corporation (CCJ) 0.8 $4.1M 49k 83.86
salesforce (CRM) 0.6 $2.9M 12k 237.00
Oneok (OKE) 0.5 $2.5M 34k 72.97
Abbvie (ABBV) 0.5 $2.4M 11k 231.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.2M 3.3k 666.11
Exxon Mobil Corporation (XOM) 0.4 $1.8M 16k 112.75
Automatic Data Processing (ADP) 0.3 $1.6M 5.5k 293.50
Blackstone Group Inc Com Cl A (BX) 0.3 $1.3M 7.6k 170.85
Abbott Laboratories (ABT) 0.3 $1.3M 9.6k 133.94
Pepsi (PEP) 0.3 $1.2M 8.9k 140.44
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $1.1M 1.9k 596.03
Johnson & Johnson (JNJ) 0.2 $1.1M 5.7k 185.42
Cisco Systems (CSCO) 0.2 $998k 15k 68.42
Topbuild (BLD) 0.2 $952k 2.4k 390.86
Veralto Corp Com Shs (VLTO) 0.2 $947k 8.9k 106.61
McDonald's Corporation (MCD) 0.2 $917k 3.0k 303.89
Air Products & Chemicals (APD) 0.2 $868k 3.2k 272.72
Eli Lilly & Co. (LLY) 0.2 $794k 1.0k 763.00
Morgan Stanley Com New (MS) 0.1 $723k 4.6k 158.96
Merck & Co (MRK) 0.1 $697k 8.3k 83.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $636k 1.3k 502.68
Tractor Supply Company (TSCO) 0.1 $532k 9.4k 56.87
Wal-Mart Stores (WMT) 0.1 $518k 5.0k 103.06
Chevron Corporation (CVX) 0.1 $505k 3.3k 155.29
Amgen (AMGN) 0.1 $482k 1.7k 282.20
Procter & Gamble Company (PG) 0.1 $451k 2.9k 153.65
Colgate-Palmolive Company (CL) 0.1 $411k 5.1k 79.94
Amazon (AMZN) 0.1 $385k 1.8k 219.57
Stryker Corporation (SYK) 0.1 $381k 1.0k 369.67
Ecolab (ECL) 0.1 $344k 1.3k 273.86
Ge Aerospace Com New (GE) 0.1 $328k 1.1k 300.82
Dover Corporation (DOV) 0.1 $325k 2.0k 166.83
CSX Corporation (CSX) 0.1 $313k 8.8k 35.51
Analog Devices (ADI) 0.1 $301k 1.2k 245.70
Pfizer (PFE) 0.1 $284k 11k 25.48
Woodward Governor Company (WWD) 0.1 $265k 1.1k 252.71
Caterpillar (CAT) 0.0 $245k 513.00 477.15
Cummins (CMI) 0.0 $243k 575.00 422.37
Paypal Holdings (PYPL) 0.0 $240k 3.6k 67.06
Lowe's Companies (LOW) 0.0 $233k 925.00 251.31
Ishares Msci Germany Etf (EWG) 0.0 $231k 5.6k 41.61
Eaton Corp SHS (ETN) 0.0 $225k 600.00 374.25
JPMorgan Chase & Co. (JPM) 0.0 $223k 706.00 315.43
Emerson Electric (EMR) 0.0 $212k 1.6k 131.18