Renaissance Investment Group LLC
Renaissance Investment Group LLC reported 83 holdings worth US$511M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 8, 2026
Renaissance Investment Group LLC reported 83 holdings worth US$511M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Broadcom Inc. and Crowdstrike Holdings, Inc. Filed Jul 8, 2026 (Form 13F).
- Holdings
- 83
- Value as reported
- US$511M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 85,510 | US$30.6M | 6.0% |
| Broadcom Inc. | 68,173 | US$25.8M | 5.0% |
| Crowdstrike Holdings, Inc. | 29,891 | US$22.8M | 4.5% |
| Ge Vernova Inc. | 19,339 | US$22.7M | 4.4% |
| Tjx Companies, Inc. (the) | 132K | US$20M | 3.9% |
| United Rentals, Inc. | 17,401 | US$19.7M | 3.9% |
| Apple Inc | 67,748 | US$19.6M | 3.8% |
| Costco Wholesale Corporation | 20,279 | US$19M | 3.7% |
| Nvidia Corporation | 94,002 | US$18.8M | 3.7% |
| Microsoft Corp. | 45,497 | US$17M | 3.3% |
| Carpenter Technology Corporation | 27,296 | US$16.8M | 3.3% |
| Howmet Aerospace Inc. | 60,168 | US$16.2M | 3.2% |
| Rtx Corporation | 76,650 | US$14.5M | 2.8% |
| Home Depot, Inc. (the) | 38,630 | US$13.6M | 2.7% |
| Thermo Fisher Scientific Inc | 25,427 | US$12.7M | 2.5% |
| Visa Inc. | 36,193 | US$12.4M | 2.4% |
| Booking Holdings Inc. Common Stock | 64,359 | US$11.5M | 2.2% |
| Intuitive Surgical, Inc. | 27,369 | US$10.9M | 2.1% |
| Arthur J. Gallagher & Co. | 43,844 | US$10.1M | 2.0% |
| Xylem Inc. | 83,407 | US$9.86M | 1.9% |
| Nextera Energy, Inc. | 107K | US$9.37M | 1.8% |
| Tetra Tech, Inc. | 294K | US$8.49M | 1.7% |
| Enterprise Products Partners L.p. | 228K | US$8.39M | 1.6% |
| Amphenol Corporation | 46,119 | US$8.13M | 1.6% |
| Church & Dwight Company, Inc. | 80,477 | US$7.8M | 1.5% |
| Leidos Holdings, Inc. | 71,471 | US$7.36M | 1.4% |
| Cameco Corporation | 62,815 | US$6.4M | 1.3% |
| Danaher Corporation | 33,305 | US$6.34M | 1.2% |
| Union Pacific Corporation | 20,056 | US$5.46M | 1.1% |
| Martin Marietta Materials, Inc. | 9,364 | US$5.4M | 1.1% |
| Newmont Corporation | 56,679 | US$5.29M | 1.0% |
| Abbvie Inc. | 9,842 | US$2.48M | 0.48% |
| Exxon Mobil Corporation | 15,110 | US$2.07M | 0.40% |
| Cisco Systems, Inc. | 14,516 | US$1.71M | 0.33% |
| Johnson & Johnson | 5,580 | US$1.42M | 0.28% |
| Automatic Data Processing, Inc. | 5,301 | US$1.19M | 0.23% |
| Eli Lilly And Company | 940 | US$1.13M | 0.22% |
| Pepsico, Inc. | 7,686 | US$1.04M | 0.20% |
| Merck & Company, Inc. | 8,037 | US$1.03M | 0.20% |
| Morgan Stanley | 4,550 | US$951K | 0.19% |
| Abbott Laboratories | 9,663 | US$877K | 0.17% |
| Applied Materials, Inc. | 1,183 | US$855K | 0.17% |
| Mcdonald's Corporation | 3,057 | US$826K | 0.16% |
| Blackstone Inc. | 6,960 | US$819K | 0.16% |
| Intel Corporation | 5,550 | US$775K | 0.15% |
| Air Products And Chemicals, Inc. | 2,492 | US$731K | 0.14% |
| Topbuild Corp. | 2,000 | US$709K | 0.14% |
| Ge Aerospace | 1,777 | US$664K | 0.13% |
| Berkshire Hathaway Inc. | 1,185 | US$593K | 0.12% |
| Chevron Corporation | 3,470 | US$575K | 0.11% |
| Walmart Inc. | 5,015 | US$568K | 0.11% |
| Amgen Inc. | 1,534 | US$555K | 0.11% |
| Jp Morgan Chase & Co. | 1,576 | US$516K | 0.10% |
| Colgate-palmolive Company | 5,463 | US$501K | 0.10% |
| Analog Devices, Inc. | 1,225 | US$487K | 0.10% |
| Procter & Gamble Company (the) | 3,095 | US$454K | 0.09% |
| Caterpillar, Inc. | 414 | US$441K | 0.09% |
| Csx Corporation | 8,000 | US$380K | 0.07% |
| Ecolab Inc. | 1,361 | US$379K | 0.07% |
| Cummins Inc. | 525 | US$374K | 0.07% |
| Dover Corporation | 1,600 | US$359K | 0.07% |
| Woodward, Inc. | 740 | US$315K | 0.06% |
| Qualcomm Incorporated | 1,700 | US$314K | 0.06% |
| Illinois Tool Works Inc. | 1,133 | US$306K | 0.06% |
| Dell Technologies Inc. | 675 | US$291K | 0.06% |
| Corning Incorporated | 1,100 | US$281K | 0.05% |
| Stryker Corporation | 880 | US$277K | 0.05% |
| Emerson Electric Company | 1,615 | US$231K | 0.05% |
| Veralto Corp | 2,551 | US$226K | 0.04% |
| Pfizer, Inc. | 9,150 | US$220K | 0.04% |
| Old Dominion Freight Line, Inc. | 1,000 | US$217K | 0.04% |
| Bank Of America Corporation | 3,784 | US$216K | 0.04% |
| Asml Holding Nv | 106 | US$211K | 0.04% |
| Lowe's Companies, Inc. | 925 | US$204K | 0.04% |
| Unitedhealth Group Incorporated | 482 | US$200K | 0.04% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| L3harris Technologies, Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related