13F HOLDINGS REPORT
Renaissance Investment Group LLC
Quarter ended Q2 2025 · Filed July 9, 2025 · Accession 0001509508-25-000004
Total Value
$460.9M
Positions
78
Other Managers
0
Confidential Omitted
No
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 98,766 | $27.2M | 5.91% |
| 2 | MICROSOFT CORP | MSFT | 46,176 | $23.0M | 4.98% |
| 3 | COSTCO WHSL CORP NEW | 22160K105 | 20,845 | $20.6M | 4.48% |
| 4 | TJX COS INC NEW | 872540109 | 142,945 | $17.7M | 3.83% |
| 5 | ALPHABET INC | GOOG | 92,280 | $16.3M | 3.53% |
| 6 | BOOKING HOLDINGS INC | BKNG | 2,627 | $15.2M | 3.30% |
| 7 | INTUITIVE SURGICAL INC | ISRG | 27,781 | $15.1M | 3.28% |
| 8 | NVIDIA CORPORATION | NVDA | 95,541 | $15.1M | 3.28% |
| 9 | UNITED RENTALS INC | URI | 19,059 | $14.4M | 3.12% |
| 10 | HOME DEPOT INC | HD | 38,906 | $14.3M | 3.10% |
| 11 | APPLE INC | AAPL | 69,239 | $14.2M | 3.08% |
| 12 | CROWDSTRIKE HLDGS INC | CRWD | 27,254 | $13.9M | 3.01% |
| 13 | HOWMET AEROSPACE INC | HWM | 70,747 | $13.2M | 2.86% |
| 14 | VISA INC | V | 36,824 | $13.1M | 2.84% |
| 15 | CRH PLC | CRH | 138,544 | $12.7M | 2.76% |
| 16 | TRANE TECHNOLOGIES PLC | TT | 28,558 | $12.5M | 2.71% |
| 17 | RTX CORPORATION | RTX | 85,434 | $12.5M | 2.71% |
| 18 | GALLAGHER ARTHUR J & CO | 363576109 | 36,905 | $11.8M | 2.56% |
| 19 | LEIDOS HOLDINGS INC | LDOS | 72,187 | $11.4M | 2.47% |
| 20 | THERMO FISHER SCIENTIFIC INC | TMO | 26,068 | $10.6M | 2.29% |
| 21 | XYLEM INC | XYL | 81,430 | $10.5M | 2.29% |
| 22 | TETRA TECH INC NEW | TTEK | 292,645 | $10.5M | 2.28% |
| 23 | TE CONNECTIVITY PLC | TEL | 60,816 | $10.3M | 2.23% |
| 24 | NXP SEMICONDUCTORS N V | NXPI | 45,305 | $9.9M | 2.15% |
| 25 | GE VERNOVA INC | GEV | 18,607 | $9.8M | 2.14% |
| 26 | ZOETIS INC | ZTS | 53,990 | $8.4M | 1.83% |
| 27 | MARTIN MARIETTA MATLS INC | 573284106 | 15,227 | $8.4M | 1.81% |
| 28 | CHURCH & DWIGHT CO INC | CHD | 85,430 | $8.2M | 1.78% |
| 29 | UNION PAC CORP | UNP | 34,882 | $8.0M | 1.74% |
| 30 | META PLATFORMS INC | META | 10,306 | $7.6M | 1.65% |
| 31 | DANAHER CORPORATION | 235851102 | 38,007 | $7.5M | 1.63% |
| 32 | ENTERPRISE PRODS PARTNERS L | 293792107 | 232,194 | $7.2M | 1.56% |
| 33 | NEXTERA ENERGY INC | NEE-PW | 103,584 | $7.2M | 1.56% |
| 34 | ONEOK INC NEW | OKE | 54,032 | $4.4M | 0.96% |
| 35 | SALESFORCE INC | CRM | 15,094 | $4.1M | 0.89% |
| 36 | ALPHABET INC | GOOG | 21,965 | $3.9M | 0.85% |
| 37 | NOVO-NORDISK A S | NONOF | 32,699 | $2.3M | 0.49% |
| 38 | SPDR S&P 500 ETF TR | SPY | 3,361 | $2.1M | 0.45% |
| 39 | ABBVIE INC | ABBV | 10,573 | $2.0M | 0.43% |
| 40 | EXXON MOBIL CORP | XOM | 15,880 | $1.7M | 0.37% |
| 41 | AUTOMATIC DATA PROCESSING IN | ADP | 5,495 | $1.7M | 0.37% |
| 42 | ABBOTT LABS | ABLZF | 10,140 | $1.4M | 0.30% |
| 43 | SPDR S&P MIDCAP 400 ETF TR | MDY | 2,273 | $1.3M | 0.28% |
| 44 | PEPSICO INC | PEP | 8,933 | $1.2M | 0.26% |
| 45 | BLACKSTONE INC | BX | 7,580 | $1.1M | 0.25% |
| 46 | CISCO SYS INC | CSCO | 14,584 | $1.0M | 0.22% |
| 47 | AIR PRODS & CHEMS INC | AIIR | 3,236 | $912,746 | 0.20% |
| 48 | VERALTO CORP | VLTO | 8,991 | $907,641 | 0.20% |
| 49 | MCDONALDS CORP | MCD | 3,071 | $897,254 | 0.19% |
| 50 | JOHNSON & JOHNSON | JNJ | 5,739 | $876,632 | 0.19% |
| 51 | ELI LILLY & CO | LLY | 1,040 | $810,711 | 0.18% |
| 52 | TOPBUILD CORP | BLD | 2,435 | $788,307 | 0.17% |
| 53 | MERCK & CO INC | MRK | 8,397 | $664,707 | 0.14% |
| 54 | MORGAN STANLEY | MS-PQ | 4,550 | $640,913 | 0.14% |
| 55 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,300 | $631,431 | 0.14% |
| 56 | TRACTOR SUPPLY CO | TSCO | 9,390 | $495,510 | 0.11% |
| 57 | WALMART INC | WMT | 5,025 | $491,345 | 0.11% |
| 58 | PROCTER AND GAMBLE CO | 742718109 | 3,066 | $488,475 | 0.11% |
| 59 | AMGEN INC | AMGN | 1,749 | $488,338 | 0.11% |
| 60 | COLGATE PALMOLIVE CO | CL | 5,144 | $467,590 | 0.10% |
| 61 | CHEVRON CORP NEW | CVX | 3,253 | $465,797 | 0.10% |
| 62 | STRYKER CORPORATION | SYK | 1,030 | $407,499 | 0.09% |
| 63 | AMAZON COM INC | AMZN | 1,750 | $383,933 | 0.08% |
| 64 | DOVER CORP | DOV | 1,950 | $357,299 | 0.08% |
| 65 | ECOLAB INC | ECL | 1,257 | $338,686 | 0.07% |
| 66 | ANALOG DEVICES INC | ADI | 1,225 | $291,575 | 0.06% |
| 67 | CSX CORP | CSX | 8,810 | $287,470 | 0.06% |
| 68 | PFIZER INC | PFE | 11,150 | $270,276 | 0.06% |
| 69 | PAYPAL HLDGS INC | PYPL | 3,585 | $266,437 | 0.06% |
| 70 | WOODWARD INC | WWD | 1,050 | $257,345 | 0.06% |
| 71 | ISHARES INC | 464286806 | 5,550 | $234,821 | 0.05% |
| 72 | GE AEROSPACE | 369604301 | 880 | $226,503 | 0.05% |
| 73 | HONEYWELL INTL INC | 438516106 | 941 | $219,068 | 0.05% |
| 74 | CATERPILLAR INC | CAT | 563 | $218,562 | 0.05% |
| 75 | EMERSON ELEC CO | EMR | 1,615 | $215,328 | 0.05% |
| 76 | EATON CORP PLC | ETN | 600 | $214,194 | 0.05% |
| 77 | JPMORGAN CHASE & CO. | VYLD | 716 | $207,576 | 0.05% |
| 78 | LOWES COS INC | 548661107 | 925 | $205,230 | 0.04% |