Renaissance Investment Group LLC Top Holdings and 13F Report (2025) About Renaissance Investment Group LLCInvestment ActivityRenaissance Investment Group LLC has $411.87 million in total holdings as of March 31, 2025.Renaissance Investment Group LLC owns shares of 73 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 3.61% of the portfolio was purchased this quarter.About 12.62% of the portfolio was sold this quarter.This quarter, Renaissance Investment Group LLC has purchased 78 new stocks and bought additional shares in 14 stocks.Renaissance Investment Group LLC sold shares of 51 stocks and completely divested from 7 stocks this quarter.Largest Holdings Costco Wholesale $19,805,607Microsoft $17,337,653TJX Companies $17,316,626Broadcom $16,584,444Apple $15,496,147 Largest New Holdings this Quarter 682680103 - ONEOK $5,472,380 Holding36828A101 - GE VERNOVA INC $546,756 Holding Largest Purchases this Quarter ONEOK 55,154 shares (about $5.47M)Howmet Aerospace 15,144 shares (about $1.96M)CrowdStrike 3,482 shares (about $1.23M)NVIDIA 10,147 shares (about $1.10M)Trane Technologies 2,734 shares (about $921.14K) Largest Sales this Quarter PepsiCo 41,693 shares (about $6.25M)Tractor Supply 112,350 shares (about $6.19M)Apple 15,436 shares (about $3.43M)Broadcom 18,248 shares (about $3.06M)Union Pacific 11,746 shares (about $2.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRenaissance Investment Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCOSTCostco Wholesale$19,805,607$2,300,140 ▼-10.4%20,9414.8%Retail/WholesaleMSFTMicrosoft$17,337,653$1,307,850 ▼-7.0%46,1864.2%Computer and TechnologyTJXTJX Companies$17,316,626$1,101,678 ▼-6.0%142,1734.2%Retail/WholesaleAVGOBroadcom$16,584,444$3,055,263 ▼-15.6%99,0534.0%Computer and TechnologyAAPLApple$15,496,147$3,428,780 ▼-18.1%69,7623.8%Computer and TechnologyGOOGLAlphabet$14,319,726$1,060,990 ▼-6.9%92,6003.5%Computer and TechnologyHDHome Depot$14,204,046$572,457 ▲4.2%38,7573.4%Retail/WholesaleISRGIntuitive Surgical$13,768,011$1,164,875 ▼-7.8%27,7993.3%MedicalTMOThermo Fisher Scientific$13,085,428$216,457 ▼-1.6%26,2973.2%MedicalVVisa$12,994,706$989,699 ▼-7.1%37,0793.2%Business ServicesAJGArthur J. Gallagher & Co.$12,642,344$605,896 ▲5.0%36,6193.1%FinanceBKNGBooking$12,172,608$1,101,156 ▼-8.3%2,6423.0%Retail/WholesaleCRH PLC$12,130,183$107,939 ▼-0.9%137,8902.9%ORDURIUnited Rentals$11,980,020$868,608 ▼-6.8%19,1162.9%ConstructionRTXRTX$11,331,623$1,482,881 ▼-11.6%85,5482.8%AerospaceNVDANVIDIA$10,404,459$1,099,730 ▲11.8%96,0002.5%Computer and TechnologyLDOSLeidos$9,715,477$347,473 ▲3.7%71,9982.4%AerospaceXYLXylem$9,659,177$172,381 ▲1.8%80,8572.3%Business ServicesTTTrane Technologies$9,499,459$921,139 ▲10.7%28,1952.3%ConstructionCRWDCrowdStrike$9,451,259$1,227,683 ▲14.9%26,8062.3%Computer and TechnologyCHDChurch & Dwight$9,412,475$192,768 ▲2.1%85,4982.3%Consumer StaplesHWMHowmet Aerospace$9,124,560$1,964,631 ▲27.4%70,3352.2%AerospaceNXPINXP Semiconductors$9,074,415$152,998 ▼-1.7%47,7452.2%Computer and TechnologyZTSZoetis$8,754,116$145,880 ▲1.7%53,1682.1%MedicalUNPUnion Pacific$8,745,369$2,774,875 ▼-24.1%37,0192.1%TransportationTE CONNECTIVITY PLC$8,585,049$25,720 ▼-0.3%60,7492.1%ORD SHSTTEKTetra Tech$8,543,947$1,211,154 ▼-12.4%292,1012.1%IndustrialsDHRDanaher$8,074,491$2,268,516 ▼-21.9%39,3882.0%MedicalEPDEnterprise Products Partners$7,952,024$188,384 ▼-2.3%232,9241.9%EnergyMLMMartin Marietta Materials$7,576,448$785,568 ▼-9.4%15,8461.8%ConstructionNEENextEra Energy$7,366,393$513,811 ▲7.5%103,9131.8%UtilitiesCRMSalesforce$6,837,813$683,513 ▲11.1%25,4801.7%Computer and TechnologyMETAMeta Platforms$5,939,473$308,933 ▲5.5%10,3051.4%Computer and TechnologyOKEONEOK$5,472,380$5,472,380 ▲New Holding55,1541.3%EnergyGOOGAlphabet$3,454,649$406,815 ▼-10.5%22,1130.8%Computer and TechnologyHALHalliburton$2,978,016$524,628 ▼-15.0%117,3830.7%EnergyABBVAbbVie$2,215,255$218,948 ▼-9.0%10,5730.5%MedicalNVONovo Nordisk A/S$2,097,157$95,549 ▲4.8%30,2010.5%MedicalXOMExxon Mobil$1,900,501$137,245 ▼-6.7%15,9800.5%EnergySPYSPDR S&P 500 ETF Trust$1,811,669$253,936 ▼-12.3%3,2390.4%FinanceADPAutomatic Data Processing$1,701,802$131,378 ▼-7.2%5,5700.4%Business ServicesPEPPepsiCo$1,375,625$6,251,110 ▼-82.0%9,1750.3%Consumer StaplesABTAbbott Laboratories$1,345,071$156,527 ▼-10.4%10,1400.3%MedicalMDYSPDR S&P MidCap 400 ETF Trust$1,265,948$2,403,861 ▼-65.5%2,3730.3%ETFBXBlackstone$1,059,532$215,541 ▼-16.9%7,5800.3%FinanceAPDAir Products and Chemicals$1,004,498$134,189 ▼-11.8%3,4060.2%Basic MaterialsJNJJohnson & Johnson$1,000,844$22,388 ▼-2.2%6,0350.2%MedicalMCDMcDonald's$995,211$45,294 ▼-4.4%3,1860.2%Retail/WholesaleCSCOCisco Systems$899,963$9,688 ▼-1.1%14,5840.2%Computer and TechnologyVERALTO CORP$877,830$187,104 ▼-17.6%9,0080.2%COM SHSLLYEli Lilly and Company$858,9460.0%1,0400.2%MedicalBLDTopBuild$788,296$454,376 ▼-36.6%2,5850.2%ConstructionMRKMerck & Co., Inc.$776,155$99,454 ▼-11.4%8,6470.2%MedicalTSCOTractor Supply$709,137$6,190,485 ▼-89.7%12,8700.2%Retail/WholesaleBRK.BBerkshire Hathaway$692,277$42,069 ▼-5.7%1,3000.2%FinanceAMGNAmgen$579,483$93,465 ▼-13.9%1,8600.1%MedicalGE VERNOVA INC$546,756$546,756 ▲New Holding1,7910.1%COMCVXChevron$544,194$90,002 ▼-14.2%3,2530.1%EnergyMSMorgan Stanley$530,8490.0%4,5500.1%FinancePGProcter & Gamble$522,508$14,827 ▼-2.8%3,0660.1%Consumer StaplesCLColgate-Palmolive$481,9930.0%5,1440.1%Consumer StaplesWMTWalmart$441,145$74,446 ▼-14.4%5,0250.1%Retail/WholesaleSYKStryker$383,418$39,831 ▼-9.4%1,0300.1%MedicalDOVDover$342,5760.0%1,9500.1%IndustrialsAMZNAmazon.com$332,955$20,929 ▼-5.9%1,7500.1%Retail/WholesaleECLEcolab$318,6750.0%1,2570.1%Basic MaterialsPFEPfizer$282,5410.0%11,1500.1%MedicalCSXCSX$259,278$8,829 ▼-3.3%8,8100.1%TransportationADIAnalog Devices$257,129$15,125 ▼-5.6%1,2750.1%Computer and TechnologyPYPLPayPal$233,921$8,809 ▼-3.6%3,5850.1%Computer and TechnologyODFLOld Dominion Freight Line$223,358$105,888 ▼-32.2%1,3500.1%TransportationLOWLowe's Companies$215,738$10,262 ▼-4.5%9250.1%Retail/WholesaleWWDWoodward$209,864$12,774 ▼-5.7%1,1500.1%AerospaceGDGeneral Dynamics$0$6,613,335 ▼-100.0%00.0%AerospaceUNHUnitedHealth Group$0$338,420 ▼-100.0%00.0%MedicalEMREmerson Electric$0$219,976 ▼-100.0%00.0%IndustrialsTSLATesla$0$218,074 ▼-100.0%00.0%Auto/Tires/TrucksHONHoneywell International$0$212,493 ▼-100.0%00.0%Multi-Sector ConglomeratesCATCaterpillar$0$204,234 ▼-100.0%00.0%IndustrialsCMICummins$0$200,445 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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