Renaissance Investment Group

Renaissance Investment Group as of Dec. 31, 2025

Portfolio Holdings for Renaissance Investment Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 5.9 $29M 84k 346.10
Alphabet Cap Stk Cl A (GOOGL) 5.5 $27M 87k 313.00
Microsoft Corporation (MSFT) 4.5 $22M 46k 483.62
TJX Companies (TJX) 4.3 $21M 137k 153.61
Apple (AAPL) 3.9 $19M 71k 271.86
NVIDIA Corporation (NVDA) 3.6 $18M 96k 186.50
Costco Wholesale Corporation (COST) 3.6 $18M 21k 862.34
CRH Ord (CRH) 3.4 $17M 136k 124.80
Raytheon Technologies Corp (RTX) 3.1 $16M 85k 183.40
Intuitive Surgical Com New (ISRG) 3.1 $16M 28k 566.36
Thermo Fisher Scientific (TMO) 3.0 $15M 26k 579.45
United Rentals (URI) 2.9 $14M 18k 809.32
Howmet Aerospace (HWM) 2.8 $14M 69k 205.02
Booking Holdings (BKNG) 2.8 $14M 2.6k 5355.85
Te Connectivity Ord Shs (TEL) 2.8 $14M 61k 227.51
Ge Vernova (GEV) 2.7 $13M 20k 653.57
Home Depot (HD) 2.6 $13M 38k 344.10
Crowdstrike Hldgs Cl A (CRWD) 2.6 $13M 28k 468.76
Visa Com Cl A (V) 2.6 $13M 37k 350.71
Leidos Holdings (LDOS) 2.6 $13M 71k 180.40
Trane Technologies SHS (TT) 2.3 $11M 29k 389.20
Xylem (XYL) 2.3 $11M 83k 136.18
Arthur J. Gallagher & Co. (AJG) 2.0 $9.9M 38k 258.79
Tetra Tech (TTEK) 2.0 $9.8M 292k 33.54
Nxp Semiconductors N V (NXPI) 1.8 $8.7M 40k 217.06
Carpenter Technology Corporation (CRS) 1.6 $8.1M 26k 314.84
Danaher Corporation (DHR) 1.6 $8.0M 35k 228.92
Nextera Energy (NEE) 1.6 $8.0M 100k 80.28
Union Pacific Corporation (UNP) 1.6 $7.8M 34k 231.32
Martin Marietta Materials (MLM) 1.5 $7.7M 12k 622.66
Enterprise Products Partners (EPD) 1.5 $7.4M 232k 32.06
Meta Platforms Cl A (META) 1.4 $7.0M 11k 660.10
Alphabet Cap Stk Cl C (GOOG) 1.4 $6.7M 21k 313.80
Church & Dwight (CHD) 1.3 $6.7M 80k 83.85
Cameco Corporation (CCJ) 1.1 $5.2M 57k 91.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.5M 3.6k 681.86
Zoetis Cl A (ZTS) 0.5 $2.3M 19k 125.82
Abbvie (ABBV) 0.5 $2.3M 10k 228.49
Exxon Mobil Corporation (XOM) 0.4 $1.9M 16k 120.34
Oneok (OKE) 0.4 $1.8M 25k 73.50
Automatic Data Processing (ADP) 0.3 $1.3M 5.2k 257.23
Abbott Laboratories (ABT) 0.2 $1.2M 9.6k 125.29
Johnson & Johnson (JNJ) 0.2 $1.2M 5.8k 206.95
Pepsi (PEP) 0.2 $1.2M 8.1k 143.52
Blackstone Group Inc Com Cl A (BX) 0.2 $1.1M 7.4k 154.14
Eli Lilly & Co. (LLY) 0.2 $1.1M 1.0k 1074.68
Cisco Systems (CSCO) 0.2 $1.1M 14k 77.03
Topbuild (BLD) 0.2 $968k 2.3k 417.19
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $961k 1.6k 603.28
McDonald's Corporation (MCD) 0.2 $914k 3.0k 305.63
Merck & Co (MRK) 0.2 $883k 8.4k 105.26
Veralto Corp Com Shs (VLTO) 0.2 $861k 8.6k 99.78
Morgan Stanley Com New (MS) 0.2 $808k 4.6k 177.53
Air Products & Chemicals (APD) 0.2 $756k 3.1k 247.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $636k 1.3k 502.59
Wal-Mart Stores (WMT) 0.1 $560k 5.0k 111.41
Amgen (AMGN) 0.1 $559k 1.7k 327.31
Chevron Corporation (CVX) 0.1 $496k 3.3k 152.41
Amazon (AMZN) 0.1 $434k 1.9k 230.82
Procter & Gamble Company (PG) 0.1 $418k 2.9k 143.31
Colgate-Palmolive Company (CL) 0.1 $407k 5.1k 79.02
Dover Corporation (DOV) 0.1 $381k 2.0k 195.24
Stryker Corporation (SYK) 0.1 $362k 1.0k 351.47
Ge Aerospace Com New (GE) 0.1 $335k 1.1k 308.03
Analog Devices (ADI) 0.1 $332k 1.2k 271.20
CSX Corporation (CSX) 0.1 $319k 8.8k 36.25
Woodward Governor Company (WWD) 0.1 $317k 1.1k 302.32
Ecolab (ECL) 0.1 $317k 1.2k 262.52
Cummins (CMI) 0.1 $294k 575.00 510.45
Caterpillar (CAT) 0.1 $280k 488.00 572.87
Pfizer (PFE) 0.1 $278k 11k 24.90
Ishares Msci Germany Etf (EWG) 0.0 $236k 5.6k 42.50
JPMorgan Chase & Co. (JPM) 0.0 $228k 706.00 322.22
Lowe's Companies (LOW) 0.0 $223k 925.00 241.16
Emerson Electric (EMR) 0.0 $214k 1.6k 132.72
Paypal Holdings (PYPL) 0.0 $209k 3.6k 58.38
Intel Corporation (INTC) 0.0 $205k 5.6k 36.90
Eaton Corp SHS (ETN) 0.0 $201k 630.00 318.51