Renaissance Investment Group LLC Top Holdings and 13F Report (2026) About Renaissance Investment Group LLCInvestment ActivityRenaissance Investment Group LLC has $508.40 million in total holdings as of June 30, 2026.Renaissance Investment Group LLC owns shares of 84 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 4.57% of the portfolio was purchased this quarter.About 4.19% of the portfolio was sold this quarter.This quarter, Renaissance Investment Group LLC has purchased 81 new stocks and bought additional shares in 24 stocks.Renaissance Investment Group LLC sold shares of 39 stocks and completely divested from 4 stocks this quarter.Largest Holdings Broadcom $25,752,256Alphabet $24,906,706CrowdStrike $22,811,018GE VERNOVA INC $22,721,029TJX Companies $20,022,911 Largest New Holdings this Quarter 038222105 - Applied Materials $855,309 Holding747525103 - Qualcomm $314,143 Holding24703L202 - Dell Technologies $291,236 Holding219350105 - Corning $280,973 Holding060505104 - Bank of America $215,612 Holding Largest Purchases this Quarter Booking 61,766 shares (about $11.01M)Amphenol 40,424 shares (about $7.13M)Applied Materials 1,183 shares (about $855.31K)Arthur J. Gallagher & Co. 2,000 shares (about $459.14K)CrowdStrike 469 shares (about $357.91K) Largest Sales this Quarter Broadcom 11,795 shares (about $4.46M)Alphabet 10,413 shares (about $3.72M)GE VERNOVA INC 1,167 shares (about $1.37M)Martin Marietta Materials 2,360 shares (about $1.36M)Howmet Aerospace 4,096 shares (about $1.10M) 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 PortfolioSectorAVGOBroadcom$25,752,256$4,455,545 â–¼-14.7%68,1735.1%Computer and TechnologyGOOGLAlphabet$24,906,706$3,721,318 â–¼-13.0%69,6944.9%Computer and TechnologyCRWDCrowdStrike$22,811,018$357,913 â–²1.6%29,8914.5%Computer and TechnologyGE VERNOVA INC$22,721,029$1,371,086 â–¼-5.7%19,3394.5%COMTJXTJX Companies$20,022,911$128,321 â–¼-0.6%132,1643.9%Retail/WholesaleURIUnited Rentals$19,713,880$197,127 â–¼-1.0%17,4013.9%ConstructionAAPLApple$19,603,672$256,085 â–¼-1.3%67,7483.9%Computer and TechnologyCOSTCostco Wholesale$18,970,139$248,832 â–¼-1.3%20,2793.7%Retail/WholesaleNVDANVIDIA$18,808,839$214,496 â–¼-1.1%94,0023.7%Computer and TechnologyMSFTMicrosoft$16,971,344$61,922 â–¼-0.4%45,4973.3%Computer and TechnologyCRSCarpenter Technology$16,837,265$48,114 â–²0.3%27,2963.3%Basic MaterialsHWMHowmet Aerospace$16,176,876$1,101,258 â–¼-6.4%60,1683.2%AerospaceCRH PLC$14,582,757$51,467 â–¼-0.4%136,2872.9%ORDRTXRTX$14,542,862$506,961 â–¼-3.4%76,6502.9%AerospaceTTTrane Technologies$14,412,938$48,624 â–¼-0.3%29,3452.8%ConstructionHDHome Depot$13,624,149$89,229 â–²0.7%38,6302.7%Retail/WholesaleTMOThermo Fisher Scientific$12,748,319$148,907 â–¼-1.2%25,4272.5%MedicalVVisa$12,417,353$45,631 â–¼-0.4%36,1932.4%Business ServicesTE CONNECTIVITY PLC$12,301,113$24,597 â–¼-0.2%61,0142.4%ORD SHSBKNGBooking$11,471,393$11,009,215 â–²2,382.0%64,3592.3%Retail/WholesaleISRGIntuitive Surgical$10,883,985$3,977 â–¼0.0%27,3692.1%MedicalNXPINXP Semiconductors$10,838,217$87,400 â–¼-0.8%38,5662.1%Computer and TechnologyAJGArthur J. Gallagher & Co.$10,065,196$459,137 â–²4.8%43,8442.0%FinanceXYLXylem$9,859,530$473 â–²0.0%83,4071.9%Business ServicesNEENextEra Energy$9,372,616$356,961 â–²4.0%106,7861.8%UtilitiesTTEKTetra Tech$8,489,056$33,975 â–¼-0.4%293,8411.7%IndustrialsEPDEnterprise Products Partners$8,389,587$17,792 â–¼-0.2%228,2261.7%EnergyAPHAmphenol$8,131,702$7,127,560 â–²709.8%46,1191.6%Computer and TechnologyCHDChurch & Dwight$7,796,651$27,030 â–²0.3%80,4771.5%Consumer StaplesLDOSLeidos$7,359,366$5,663 â–¼-0.1%71,4711.4%Computer and TechnologyCCJCameco$6,398,336$147,697 â–²2.4%62,8151.3%Basic MaterialsDHRDanaher$6,343,939$251,624 â–¼-3.8%33,3051.2%MedicalGOOGAlphabet$5,652,370$1,097,119 â–¼-16.3%15,9971.1%Computer and TechnologyUNPUnion Pacific$5,455,233$456,960 â–¼-7.7%20,0561.1%TransportationMLMMartin Marietta Materials$5,400,000$1,360,957 â–¼-20.1%9,3641.1%ConstructionNEMNewmont$5,293,819$37,827 â–²0.7%56,6791.0%Basic MaterialsSPYSPDR S&P 500 ETF Trust$2,629,138$112,752 â–¼-4.1%3,5210.5%FinanceABBVAbbVie$2,476,6410.0%9,8420.5%MedicalXOMExxonMobil$2,065,839$17,774 â–¼-0.9%15,1100.4%EnergyCSCOCisco Systems$1,705,0190.0%14,5160.3%Computer and TechnologyJNJJohnson & Johnson$1,417,153$85,588 â–¼-5.7%5,5800.3%MedicalADPAutomatic Data Processing$1,187,159$52,180 â–²4.6%5,3010.2%Computer and TechnologyLLYEli Lilly and Company$1,127,4640.0%9400.2%MedicalPEPPepsiCo$1,040,684$86,385 â–²9.1%7,6860.2%Consumer StaplesMRKMerck & Co., Inc.$1,032,755$26,214 â–²2.6%8,0370.2%MedicalMSMorgan Stanley$951,1320.0%4,5500.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$895,352$80,181 â–¼-8.2%1,2730.2%ETFABTAbbott Laboratories$876,821$23,774 â–²2.8%9,6630.2%MedicalAMATApplied Materials$855,309$855,309 â–²New Holding1,1830.2%Computer and TechnologyMCDMcDonald's$826,338$38,114 â–²4.8%3,0570.2%Retail/WholesaleBXBlackstone$818,983$51,775 â–¼-5.9%6,9600.2%FinanceINTCIntel$774,9470.0%5,5500.2%Computer and TechnologyAPDAir Products and Chemicals$730,6050.0%2,4920.1%Basic MaterialsBLDTopBuild$709,060$35,453 â–¼-4.8%2,0000.1%ConstructionGEGE Aerospace$664,118$217,885 â–²48.8%1,7770.1%AerospaceBRK.BBerkshire Hathaway$592,890$120,079 â–²25.4%1,1850.1%FinanceCVXChevron$575,1870.0%3,4700.1%EnergyWALMART INC$567,999$1,133 â–¼-0.2%5,0150.1%COMETNEaton$566,740$298,284 â–²111.1%1,3300.1%IndustrialsAMGNAmgen$555,492$36,212 â–¼-6.1%1,5340.1%MedicalJPMJPMorgan Chase & Co.$515,872$191,488 â–²59.0%1,5760.1%FinanceCLColgate-Palmolive$500,848$9,076 â–²1.8%5,4630.1%Consumer StaplesADIAnalog Devices$486,5330.0%1,2250.1%Computer and TechnologyPGProcter & Gamble$453,851$37,247 â–²8.9%3,0950.1%Consumer StaplesCATCaterpillar$440,869$21,298 â–¼-4.6%4140.1%IndustrialsCSXCSX$380,2400.0%8,0000.1%TransportationECLEcolab$379,188$30,926 â–²8.9%1,3610.1%Basic MaterialsCMICummins$374,435$35,660 â–¼-8.7%5250.1%Auto/Tires/TrucksDOVDover$358,848$78,498 â–¼-17.9%1,6000.1%IndustrialsWWDWoodward$314,826$123,378 â–¼-28.2%7400.1%AerospaceQCOMQualcomm$314,143$314,143 â–²New Holding1,7000.1%Computer and TechnologyITWIllinois Tool Works$306,443$88,714 â–²40.7%1,1330.1%IndustrialsDELLDell Technologies$291,236$291,236 â–²New Holding6750.1%Computer and TechnologyGLWCorning$280,973$280,973 â–²New Holding1,1000.1%Computer and TechnologySYKStryker$277,0590.0%8800.1%MedicalEMREmerson Electric$231,1870.0%1,6150.0%IndustrialsEWGiShares MSCI Germany ETF$229,6040.0%5,5500.0%ETFVERALTO CORP$226,254$523,817 â–¼-69.8%2,5510.0%COM SHSPFEPfizer$220,3320.0%9,1500.0%MedicalODFLOld Dominion Freight Line$216,600$21,660 â–¼-9.1%1,0000.0%TransportationBACBank of America$215,612$215,612 â–²New Holding3,7840.0%FinanceASMLASML$210,881$210,881 â–²New Holding1060.0%Computer and TechnologyLOWLowe's Companies$203,9530.0%9250.0%Retail/WholesaleUNHUnitedHealth Group$200,334$200,334 â–²New Holding4820.0%MedicalZTSZoetis$0$2,264,080 â–¼-100.0%00.0%MedicalMETAMeta Platforms$0$1,504,848 â–¼-100.0%00.0%Computer and TechnologyLHXL3Harris Technologies$0$213,993 â–¼-100.0%00.0%AerospaceHONHoneywell International$0$212,625 â–¼-100.0%00.0%Multi-Sector ConglomeratesShowing largest 100 holdings. 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