Renaissance Investment Group as of March 31, 2026
Portfolio Holdings for Renaissance Investment Group
Renaissance Investment Group holds 81 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 5.3 | $25M | 80k | 309.51 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $23M | 80k | 287.56 | |
| TJX Companies (TJX) | 4.6 | $21M | 133k | 159.70 | |
| Costco Wholesale Corporation (COST) | 4.4 | $21M | 21k | 996.42 | |
| Ge Vernova (GEV) | 3.8 | $18M | 21k | 872.91 | |
| Apple (AAPL) | 3.7 | $17M | 69k | 253.79 | |
| Microsoft Corporation (MSFT) | 3.6 | $17M | 46k | 370.17 | |
| NVIDIA Corporation (NVDA) | 3.6 | $17M | 95k | 174.40 | |
| Raytheon Technologies Corp (RTX) | 3.3 | $15M | 79k | 192.90 | |
| Howmet Aerospace (HWM) | 3.2 | $15M | 64k | 230.46 | |
| CRH Ord (CRH) | 3.1 | $14M | 137k | 105.12 | |
| United Rentals (URI) | 2.8 | $13M | 18k | 728.58 | |
| Te Connectivity Ord Shs (TEL) | 2.7 | $13M | 61k | 209.02 | |
| Thermo Fisher Scientific (TMO) | 2.7 | $13M | 26k | 491.54 | |
| Home Depot (HD) | 2.7 | $13M | 38k | 328.89 | |
| Intuitive Surgical Com New (ISRG) | 2.7 | $13M | 27k | 460.99 | |
| Trane Technologies SHS (TT) | 2.6 | $12M | 29k | 416.74 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.5 | $12M | 29k | 390.41 | |
| Leidos Holdings (LDOS) | 2.4 | $11M | 72k | 155.52 | |
| Visa Com Cl A (V) | 2.4 | $11M | 36k | 302.24 | |
| Booking Holdings (BKNG) | 2.3 | $11M | 2.6k | 4210.73 | |
| Carpenter Technology Corporation (CRS) | 2.3 | $11M | 27k | 394.15 | |
| Xylem (XYL) | 2.1 | $10M | 83k | 119.50 | |
| Nextera Energy (NEE) | 2.0 | $9.5M | 103k | 92.88 | |
| Arthur J. Gallagher & Co. (AJG) | 1.9 | $9.1M | 42k | 216.58 | |
| Tetra Tech (TTEK) | 1.9 | $8.9M | 295k | 30.12 | |
| Enterprise Products Partners (EPD) | 1.9 | $8.7M | 229k | 37.84 | |
| Nxp Semiconductors N V (NXPI) | 1.6 | $7.7M | 39k | 196.86 | |
| Church & Dwight (CHD) | 1.6 | $7.5M | 80k | 93.32 | |
| Martin Marietta Materials (MLM) | 1.5 | $6.9M | 12k | 588.66 | |
| Cameco Corporation (CCJ) | 1.4 | $6.7M | 61k | 108.61 | |
| Danaher Corporation (DHR) | 1.4 | $6.6M | 35k | 189.60 | |
| Newmont Mining Corporation (NEM) | 1.3 | $6.1M | 56k | 108.25 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $5.5M | 19k | 286.87 | |
| Union Pacific Corporation (UNP) | 1.1 | $5.3M | 22k | 242.62 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $2.6M | 15k | 169.66 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $2.4M | 3.7k | 650.28 | |
| Zoetis Cl A (ZTS) | 0.5 | $2.3M | 19k | 118.21 | |
| Abbvie (ABBV) | 0.5 | $2.1M | 9.8k | 217.49 | |
| Meta Platforms Cl A (META) | 0.3 | $1.5M | 2.6k | 572.19 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.4M | 5.9k | 244.44 | |
| Cisco Systems (CSCO) | 0.2 | $1.1M | 15k | 77.59 | |
| Pepsi (PEP) | 0.2 | $1.1M | 7.0k | 155.29 | |
| Automatic Data Processing (ADP) | 0.2 | $1.0M | 5.1k | 203.18 | |
| Abbott Laboratories (ABT) | 0.2 | $965k | 9.4k | 102.67 | |
| Merck & Co (MRK) | 0.2 | $942k | 7.8k | 120.29 | |
| McDonald's Corporation (MCD) | 0.2 | $906k | 2.9k | 310.79 | |
| Eli Lilly & Co. (LLY) | 0.2 | $865k | 940.00 | 919.77 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $855k | 1.4k | 616.76 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $851k | 7.4k | 114.99 | |
| Morgan Stanley Com New (MS) | 0.2 | $749k | 4.6k | 164.57 | |
| Veralto Corp Com Shs (VLTO) | 0.2 | $748k | 8.5k | 88.42 | |
| Topbuild (BLD) | 0.2 | $738k | 2.1k | 351.30 | |
| Air Products & Chemicals (APD) | 0.2 | $724k | 2.5k | 290.49 | |
| Amphenol Corp Cl A (APH) | 0.2 | $720k | 5.7k | 126.35 | |
| Chevron Corporation (CVX) | 0.2 | $718k | 3.5k | 206.90 | |
| Wal-Mart Stores (WMT) | 0.1 | $625k | 5.0k | 124.28 | |
| Amgen (AMGN) | 0.1 | $575k | 1.6k | 351.85 | |
| Colgate-Palmolive Company (CL) | 0.1 | $457k | 5.4k | 85.23 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $453k | 945.00 | 479.13 | |
| Procter & Gamble Company (PG) | 0.1 | $410k | 2.8k | 144.44 | |
| Dover Corporation (DOV) | 0.1 | $407k | 2.0k | 208.45 | |
| Analog Devices (ADI) | 0.1 | $390k | 1.2k | 318.14 | |
| Woodward Governor Company (WWD) | 0.1 | $369k | 1.0k | 357.92 | |
| Ge Aerospace Com New (GE) | 0.1 | $339k | 1.2k | 283.77 | |
| Ecolab (ECL) | 0.1 | $333k | 1.3k | 266.02 | |
| CSX Corporation (CSX) | 0.1 | $328k | 8.0k | 41.05 | |
| Cummins (CMI) | 0.1 | $309k | 575.00 | 538.02 | |
| Caterpillar (CAT) | 0.1 | $308k | 434.00 | 708.46 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $292k | 991.00 | 294.16 | |
| Stryker Corporation (SYK) | 0.1 | $289k | 880.00 | 328.59 | |
| Pfizer (PFE) | 0.1 | $257k | 9.2k | 28.08 | |
| Intel Corporation (INTC) | 0.1 | $245k | 5.6k | 44.13 | |
| Eaton Corp SHS (ETN) | 0.0 | $225k | 630.00 | 357.67 | |
| Ishares Msci Germany Etf (EWG) | 0.0 | $220k | 5.6k | 39.67 | |
| Lowe's Companies (LOW) | 0.0 | $219k | 925.00 | 236.28 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $215k | 1.1k | 195.40 | |
| L3harris Technologies (LHX) | 0.0 | $214k | 620.00 | 345.15 | |
| Honeywell International (HON) | 0.0 | $213k | 941.00 | 225.96 | |
| Emerson Electric (EMR) | 0.0 | $212k | 1.6k | 131.02 | |
| Illinois Tool Works (ITW) | 0.0 | $210k | 805.00 | 260.29 |
