Renaissance Investment Group LLC 13F Holdings

CIK 0001509508

As of Sep 30, 2025, Renaissance Investment Group LLC reported 78 positions worth $493.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BROADCOM INCAVGOTechnology92,200$30.4M6.16%
MICROSOFT CORPMSFTTechnology46,073$23.9M4.83%
ALPHABET INCGOOGLEquity91,941$22.4M4.53%
TJX COMPANIES INCTJXConsumer Cyclical141,414$20.4M4.14%
COSTCO WHOLESALE CORPCOSTConsumer Defensive20,761 9.2M3.89%
APPLE INCAAPLTechnology71,117 8.1M3.67%
NVIDIA CORPNVDATechnology95,671 7.9M3.62%
UNITED RENTALS INCURIIndustrials18,654 7.8M3.61%
CRH PUBLIC LTD COCRHBasic Materials138,124 6.6M3.35%
HOME DEPOT INCHDConsumer Cyclical38,563 5.6M3.17%
RTX CORPRTXEquity85,134 4.2M2.89%
BOOKING HOLDINGS INCBKNGIndustrials2,597 4.0M2.84%
HOWMET AEROSPACE INCHWMIndustrials69,524 3.6M2.76%
LEIDOS HOLDINGS INCLDOSTechnology71,728 3.6M2.75%
CROWDSTRIKE HOLDINGS INCCRWDTechnology27,432 3.5M2.72%
TE CONNECTIVITY PLCTELTechnology61,033 3.4M2.71%
VISA INC-CLASS A SHARESVFinancial Services36,858 2.6M2.55%
THERMO FISHER SCIENTIFIC INCTMOHealthcare25,823 2.5M2.54%
INTUITIVE SURGICAL INCISRGHealthcare27,703 2.4M2.51%
TRANE TECHNOLOGIES PLCTTBasic Materials28,662 2.1M2.45%
XYLEM INCXYLIndustrials81,762 2.1M2.44%
GE VERNOVA INCGEVUtilities19,071 1.7M2.38%
ARTHUR J GALLAGHER & COAJGFinancial Services37,454 1.6M2.35%
TETRA TECH INCTTEKIndustrials293,090$9.8M1.98%
NXP SEMICONDUCTORS NVNXPITechnology40,364$9.2M1.86%