Renaissance Investment Group Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$465.5M
Q ending 2026-03-31
Prior quarter
$496.4M
Q ending 2025-12-31
Change
-6.2% QoQ · +13.0% YoY
Positions
81
reported holdings
Largest positions
All 81 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Broadcom Inc | AVGO | Shares | $24.8M | 80K |
| Alphabet Inc | GOOGL | Shares | $23.0M | 80K |
| Tjx Cos Inc New | TJX | Shares | $21.2M | 133K |
| Costco Wholesale Corporation | COST | Shares | $20.5M | 21K |
| Ge Vernova Inc | GEV | Shares | $17.9M | 21K |
| Apple Inc | AAPL | Shares | $17.4M | 69K |
| Microsoft Corp | MSFT | Shares | $16.9M | 46K |
| Nvidia Corporation | NVDA | Shares | $16.6M | 95K |
| Rtx Corporation | RTX | Shares | $15.3M | 79K |
| Howmet Aerospace Inc | HWM | Shares | $14.8M | 64K |
| Crh Plc | Shares | $14.4M | 137K | |
| United Rentals Inc | URI | Shares | $12.8M | 18K |
| Te Connectivity Plc | Shares | $12.8M | 61K | |
| Thermo Fisher Scientific Inc | TMO | Shares | $12.6M | 26K |
| Home Depot Inc | HD | Shares | $12.6M | 38K |
| Intuitive Surgical Inc | ISRG | Shares | $12.6M | 27K |
| Trane Technologies Plc | Shares | $12.3M | 29K | |
| Crowdstrike Hldgs Inc | CRWD | Shares | $11.5M | 29K |
| Leidos Holdings Inc | LDOS | Shares | $11.1M | 72K |
| Visa Inc | V | Shares | $11.0M | 36K |
| Booking Holdings Inc | BKNG | Shares | $10.9M | 3K |
| Carpenter Technology Corp | CRS | Shares | $10.7M | 27K |
| Xylem Inc | XYL | Shares | $10.0M | 83K |
| Nextera Energy Inc | NEE | Shares | $9.5M | 103K |
| Gallagher Arthur J & Co | AJG | Shares | $9.1M | 42K |
| Tetra Tech Inc New | TTEK | Shares | $8.9M | 295K |
| Enterprise Prods Partners L | EPD | Shares | $8.7M | 229K |
| Nxp Semiconductors N V | Shares | $7.7M | 39K | |
| Church & Dwight Co Inc | CHD | Shares | $7.5M | 80K |
| Martin Marietta Matls Inc | MLM | Shares | $6.9M | 12K |
| Cameco Corp | CCJ | Shares | $6.7M | 61K |
| Danaher Corp Del | DHR | Shares | $6.6M | 35K |
| Newmont Corp | NEM | Shares | $6.1M | 56K |
| Alphabet Inc | GOOG | Shares | $5.5M | 19K |
| Union Pac Corp | UNP | Shares | $5.3M | 22K |
| Exxon Mobil Corp | XOM | Shares | $2.6M | 15K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.4M | 4K |
| Zoetis Inc | ZTS | Shares | $2.3M | 19K |
| Abbvie Inc | ABBV | Shares | $2.1M | 10K |
| Meta Platforms Inc | META | Shares | $1.5M | 3K |
| Johnson & Johnson | JNJ | Shares | $1.4M | 6K |
| Cisco Sys Inc | CSCO | Shares | $1.1M | 15K |
| Pepsico Inc | PEP | Shares | $1.1M | 7K |
| Automatic Data Processing In | ADP | Shares | $1.0M | 5K |
| Abbott Laboratories | ABT | Shares | $965K | 9K |
| Merck & Co Inc | MRK | Shares | $942K | 8K |
| Mcdonalds Corp | MCD | Shares | $906K | 3K |
| Eli Lilly & Co | LLY | Shares | $865K | 940 |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $855K | 1K |
| Blackstone Inc | BX | Shares | $851K | 7K |
| Morgan Stanley | MS | Shares | $749K | 5K |
| Veralto Corp | VLTO | Shares | $748K | 8K |
| Topbuild Cor | BLD* | Shares | $738K | 2K |
| Air Products And Chemicals I | APD | Shares | $724K | 2K |
| Amphenol Corp | APH | Shares | $720K | 6K |
| Chevron Corporation | CVX | Shares | $718K | 3K |
| Walmart Inc | WMT | Shares | $625K | 5K |
| Amgen Inc | AMGN | Shares | $575K | 2K |
| Colgate Palmolive Co | CL | Shares | $457K | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $453K | 945 |
| Procter & Gamble Co | PG | Shares | $410K | 3K |
| Dover Corp | DOV | Shares | $406K | 2K |
| Analog Devices Inc | ADI | Shares | $390K | 1K |
| Woodward Inc | WWD | Shares | $369K | 1K |
| Ge Aerospace | GE | Shares | $339K | 1K |
| Ecolab Inc | ECL | Shares | $333K | 1K |
| Csx Corp | CSX | Shares | $328K | 8K |
| Cummins Inc | CMI | Shares | $309K | 575 |
| Caterpillar Inc | CAT | Shares | $307K | 434 |
| Jpmorgan Chase & Co | JPM | Shares | $292K | 991 |
| Stryker Corporation | SYK | Shares | $289K | 880 |
| Pfizer Inc | PFE | Shares | $257K | 9K |
| Intel Corp | INTC | Shares | $245K | 6K |
| Eaton Corp Plc | Shares | $225K | 630 | |
| Ishares Inc | EWG | Shares | $220K | 6K |
| Lowes Cos Inc | LOW | Shares | $219K | 925 |
| Old Dominion Freight Line In | ODFL | Shares | $215K | 1K |
| L3Harris Technologies Inc | LHX | Shares | $214K | 620 |
| Honeywell Intl Inc | HONGBP | Shares | $213K | 941 |
| Emerson Elec Co | EMR | Shares | $212K | 2K |
| Illinois Tool Wks Inc | ITW | Shares | $210K | 805 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.