Renaissance Investment Group as of June 30, 2026
Portfolio Holdings for Renaissance Investment Group
Renaissance Investment Group holds 84 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 5.1 | $26M | 68k | 377.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $25M | 70k | 357.37 | |
| Crowdstrike Hldgs Cl A (CRWD) | 4.5 | $23M | 30k | 763.14 | |
| Ge Vernova (GEV) | 4.5 | $23M | 19k | 1174.88 | |
| TJX Companies (TJX) | 3.9 | $20M | 132k | 151.50 | |
| United Rentals (URI) | 3.9 | $20M | 17k | 1132.92 | |
| Apple (AAPL) | 3.9 | $20M | 68k | 289.36 | |
| Costco Wholesale Corporation (COST) | 3.7 | $19M | 20k | 935.46 | |
| NVIDIA Corporation (NVDA) | 3.7 | $19M | 94k | 200.09 | |
| Microsoft Corporation (MSFT) | 3.3 | $17M | 46k | 373.02 | |
| Carpenter Technology Corporation (CRS) | 3.3 | $17M | 27k | 616.84 | |
| Howmet Aerospace (HWM) | 3.2 | $16M | 60k | 268.86 | |
| CRH Ord (CRH) | 2.9 | $15M | 136k | 107.00 | |
| Raytheon Technologies Corp (RTX) | 2.9 | $15M | 77k | 189.73 | |
| Trane Technologies SHS (TT) | 2.8 | $14M | 29k | 491.15 | |
| Home Depot (HD) | 2.7 | $14M | 39k | 352.68 | |
| Thermo Fisher Scientific (TMO) | 2.5 | $13M | 25k | 501.37 | |
| Visa Com Cl A (V) | 2.4 | $12M | 36k | 343.09 | |
| Te Connectivity Ord Shs (TEL) | 2.4 | $12M | 61k | 201.61 | |
| Booking Holdings (BKNG) | 2.3 | $12M | 64k | 178.24 | |
| Intuitive Surgical Com New (ISRG) | 2.1 | $11M | 27k | 397.68 | |
| Nxp Semiconductors N V (NXPI) | 2.1 | $11M | 39k | 281.03 | |
| Arthur J. Gallagher & Co. (AJG) | 2.0 | $10M | 44k | 229.57 | |
| Xylem (XYL) | 1.9 | $9.9M | 83k | 118.21 | |
| Nextera Energy (NEE) | 1.8 | $9.4M | 107k | 87.77 | |
| Tetra Tech (TTEK) | 1.7 | $8.5M | 294k | 28.89 | |
| Enterprise Products Partners (EPD) | 1.7 | $8.4M | 228k | 36.76 | |
| Amphenol Corp Cl A (APH) | 1.6 | $8.1M | 46k | 176.32 | |
| Church & Dwight (CHD) | 1.5 | $7.8M | 81k | 96.88 | |
| Leidos Holdings (LDOS) | 1.4 | $7.4M | 72k | 102.97 | |
| Cameco Corporation (CCJ) | 1.3 | $6.4M | 63k | 101.86 | |
| Danaher Corporation (DHR) | 1.2 | $6.3M | 33k | 190.48 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $5.7M | 16k | 353.34 | |
| Union Pacific Corporation (UNP) | 1.1 | $5.5M | 20k | 272.00 | |
| Martin Marietta Materials (MLM) | 1.1 | $5.4M | 9.4k | 576.68 | |
| Newmont Mining Corporation (NEM) | 1.0 | $5.3M | 57k | 93.40 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $2.6M | 3.5k | 746.70 | |
| Abbvie (ABBV) | 0.5 | $2.5M | 9.8k | 251.64 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.1M | 15k | 136.72 | |
| Cisco Systems (CSCO) | 0.3 | $1.7M | 15k | 117.46 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.4M | 5.6k | 253.97 | |
| Automatic Data Processing (ADP) | 0.2 | $1.2M | 5.3k | 223.95 | |
| Eli Lilly & Co. (LLY) | 0.2 | $1.1M | 940.00 | 1199.43 | |
| Pepsi (PEP) | 0.2 | $1.0M | 7.7k | 135.40 | |
| Merck & Co (MRK) | 0.2 | $1.0M | 8.0k | 128.50 | |
| Morgan Stanley Com New (MS) | 0.2 | $951k | 4.6k | 209.04 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $895k | 1.3k | 703.34 | |
| Abbott Laboratories (ABT) | 0.2 | $877k | 9.7k | 90.74 | |
| Applied Materials (AMAT) | 0.2 | $855k | 1.2k | 723.00 | |
| McDonald's Corporation (MCD) | 0.2 | $826k | 3.1k | 270.31 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $819k | 7.0k | 117.67 | |
| Intel Corporation (INTC) | 0.2 | $775k | 5.6k | 139.63 | |
| Air Products & Chemicals (APD) | 0.1 | $731k | 2.5k | 293.18 | |
| Topbuild | 0.1 | $709k | 2.0k | 354.53 | |
| Ge Aerospace Com New (GE) | 0.1 | $664k | 1.8k | 373.73 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $593k | 1.2k | 500.33 | |
| Chevron Corporation (CVX) | 0.1 | $575k | 3.5k | 165.76 | |
| Wal-Mart Stores (WMT) | 0.1 | $568k | 5.0k | 113.26 | |
| Eaton Corp SHS (ETN) | 0.1 | $567k | 1.3k | 426.12 | |
| Amgen (AMGN) | 0.1 | $556k | 1.5k | 362.12 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $516k | 1.6k | 327.33 | |
| Colgate-Palmolive Company (CL) | 0.1 | $501k | 5.5k | 91.68 | |
| Analog Devices (ADI) | 0.1 | $487k | 1.2k | 397.17 | |
| Procter & Gamble Company (PG) | 0.1 | $454k | 3.1k | 146.64 | |
| Caterpillar (CAT) | 0.1 | $441k | 414.00 | 1064.90 | |
| CSX Corporation (CSX) | 0.1 | $380k | 8.0k | 47.53 | |
| Ecolab (ECL) | 0.1 | $379k | 1.4k | 278.61 | |
| Cummins (CMI) | 0.1 | $374k | 525.00 | 713.21 | |
| Dover Corporation (DOV) | 0.1 | $359k | 1.6k | 224.28 | |
| Woodward Governor Company (WWD) | 0.1 | $315k | 740.00 | 425.44 | |
| Qualcomm (QCOM) | 0.1 | $314k | 1.7k | 184.79 | |
| Illinois Tool Works (ITW) | 0.1 | $306k | 1.1k | 270.47 | |
| Dell Technologies CL C (DELL) | 0.1 | $291k | 675.00 | 431.46 | |
| Corning Incorporated (GLW) | 0.1 | $281k | 1.1k | 255.43 | |
| Stryker Corporation (SYK) | 0.1 | $277k | 880.00 | 314.84 | |
| Emerson Electric (EMR) | 0.0 | $231k | 1.6k | 143.15 | |
| Ishares Msci Germany Etf (EWG) | 0.0 | $230k | 5.6k | 41.37 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $226k | 2.6k | 88.69 | |
| Pfizer (PFE) | 0.0 | $220k | 9.2k | 24.08 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $217k | 1.0k | 216.60 | |
| Bank of America Corporation (BAC) | 0.0 | $216k | 3.8k | 56.98 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $211k | 106.00 | 1989.44 | |
| Lowe's Companies (LOW) | 0.0 | $204k | 925.00 | 220.49 | |
| UnitedHealth (UNH) | 0.0 | $200k | 482.00 | 415.63 |
