Renaissance Investment Group LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 6, 2026, for the 2025 Q4 period, Renaissance Investment Group LLC held in its portfolio 78 assets valued at $496,365,592 (i.e. $496.37M).
The most valuable assets in the portfolio included: BROADCOM INC ($29.10M), ALPHABET INC ($27.25M), and MICROSOFT CORP ($22.20M).
The chart below shows the top 10 valuable assets, and the table below shows the top 78 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Renaissance Investment Group LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BROADCOM INC | 84084 | 29101472 | COM |
| ALPHABET INC | 87061 | 27250218 | CAP STK CL A |
| MICROSOFT CORP | 45909 | 22202560 | COM |
| TJX COS INC NEW | 137395 | 21105189 | COM |
| APPLE INC | 70805 | 19248969 | COM |
| NVIDIA CORPORATION | 95994 | 17902927 | COM |
| COSTCO WHSL CORP NEW | 20689 | 17840981 | COM |
| CRH PLC | 136125 | 16988400 | ORD |
| RTX CORPORATION | 85183 | 15622573 | COM |
| INTUITIVE SURGICAL INC | 27522 | 15587360 | COM NEW |
| THERMO FISHER SCIENTIFIC INC | 25775 | 14935387 | COM |
| UNITED RENTALS INC | 17814 | 14417261 | COM |
| HOWMET AEROSPACE INC | 68822 | 14109886 | COM |
| BOOKING HOLDINGS INC | 2599 | 13919842 | COM |
| TE CONNECTIVITY PLC | 60982 | 13874015 | ORD SHS |
| GE VERNOVA INC | 20237 | 13226296 | COM |
| HOME DEPOT INC | 38198 | 13143800 | COM |
| CROWDSTRIKE HLDGS INC | 27810 | 13036216 | CL A |
| VISA INC | 36728 | 12880877 | COM CL A |
| LEIDOS HOLDINGS INC | 71187 | 12842050 | COM |
| TRANE TECHNOLOGIES PLC | 29146 | 11343623 | SHS |
| XYLEM INC | 82543 | 11240638 | COM |
| GALLAGHER ARTHUR J & CO | 38311 | 9914504 | COM |
| TETRA TECH INC NEW | 292148 | 9798636 | COM |
| NXP SEMICONDUCTORS N V | 40041 | 8691299 | COM |
| CARPENTER TECHNOLOGY CORP | 25859 | 8141448 | COM |
| DANAHER CORPORATION | 35144 | 8045167 | COM |
| NEXTERA ENERGY INC | 99492 | 7987218 | COM |
| UNION PAC CORP | 33893 | 7840129 | COM |
| MARTIN MARIETTA MATLS INC | 12317 | 7669303 | COM |
| ENTERPRISE PRODS PARTNERS L | 231560 | 7423813 | COM |
| META PLATFORMS INC | 10571 | 6977959 | CL A |
| ALPHABET INC | 21430 | 6724639 | CAP STK CL C |
| CHURCH & DWIGHT CO INC | 79475 | 6663979 | COM |
| CAMECO CORP | 57238 | 5236705 | COM |
| SPDR S&P 500 ETF TR | 3595 | 2451277 | TR UNIT |
| ZOETIS INC | 18535 | 2332032 | CL A |
| ABBVIE INC | 10040 | 2294040 | COM |
| EXXON MOBIL CORP | 15680 | 1886931 | COM |
| ONEOK INC NEW | 24964 | 1834854 | COM |
| AUTOMATIC DATA PROCESSING IN | 5168 | 1329365 | COM |
| ABBOTT LABS | 9590 | 1201531 | COM |
| JOHNSON & JOHNSON | 5755 | 1190997 | COM |
| PEPSICO INC | 8103 | 1162943 | COM |
| BLACKSTONE INC | 7430 | 1145260 | COM |
| ELI LILLY & CO | 1040 | 1117667 | COM |
| CISCO SYS INC | 14184 | 1092573 | COM |
| TOPBUILD CORP | 2320 | 967881 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 1593 | 961025 | UTSER1 S&PDCRP |
| MCDONALDS CORP | 2991 | 914139 | COM |
| MERCK & CO INC | 8388 | 882921 | COM |
| VERALTO CORP | 8632 | 861301 | COM SHS |
| MORGAN STANLEY | 4550 | 807762 | COM NEW |
| AIR PRODS & CHEMS INC | 3062 | 756375 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1265 | 635779 | CL B NEW |
| WALMART INC | 5025 | 559835 | COM |
| AMGEN INC | 1709 | 559373 | COM |
| CHEVRON CORP NEW | 3253 | 495790 | COM |
| AMAZON COM INC | 1880 | 433942 | COM |
| PROCTER AND GAMBLE CO | 2916 | 417892 | COM |
| COLGATE PALMOLIVE CO | 5144 | 406479 | COM |
| DOVER CORP | 1950 | 380718 | COM |
| STRYKER CORPORATION | 1030 | 362014 | COM |
| GE AEROSPACE | 1089 | 335445 | COM NEW |
| ANALOG DEVICES INC | 1225 | 332220 | COM |
| CSX CORP | 8810 | 319363 | COM |
| WOODWARD INC | 1050 | 317436 | COM |
| ECOLAB INC | 1207 | 316862 | COM |
| CUMMINS INC | 575 | 293509 | COM |
| CATERPILLAR INC | 488 | 279561 | COM |
| PFIZER INC | 11150 | 277635 | COM |
| ISHARES INC | 5550 | 235875 | MSCI GERMANY ETF |
| JPMORGAN CHASE & CO. | 706 | 227487 | COM |
| LOWES COS INC | 925 | 223073 | COM |
| EMERSON ELEC CO | 1615 | 214343 | COM |
| PAYPAL HLDGS INC | 3585 | 209292 | COM |
| INTEL CORP | 5550 | 204795 | COM |
| EATON CORP PLC | 630 | 200661 | SHS |
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