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%TechnologyGOOGLAlphabet$24,906,706$3,721,318 â–¼-13.0%69,6944.9%Communication ServicesCRWDCrowdStrike$22,811,018$357,913 â–²1.6%29,8914.5%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%Consumer DiscretionaryURIUnited Rentals$19,713,880$197,127 â–¼-1.0%17,4013.9%IndustrialsAAPLApple$19,603,672$256,085 â–¼-1.3%67,7483.9%TechnologyCOSTCostco Wholesale$18,970,139$248,832 â–¼-1.3%20,2793.7%Consumer StaplesNVDANVIDIA$18,808,839$214,496 â–¼-1.1%94,0023.7%TechnologyMSFTMicrosoft$16,971,344$61,922 â–¼-0.4%45,4973.3%TechnologyCRSCarpenter Technology$16,837,265$48,114 â–²0.3%27,2963.3%IndustrialsHWMHowmet Aerospace$16,176,876$1,101,258 â–¼-6.4%60,1683.2%IndustrialsCRH 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%IndustrialsTTTrane Technologies$14,412,938$48,624 â–¼-0.3%29,3452.8%IndustrialsHDHome Depot$13,624,149$89,229 â–²0.7%38,6302.7%Consumer DiscretionaryTMOThermo Fisher Scientific$12,748,319$148,907 â–¼-1.2%25,4272.5%HealthcareVVisa$12,417,353$45,631 â–¼-0.4%36,1932.4%FinanceTE 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%Consumer DiscretionaryISRGIntuitive Surgical$10,883,985$3,977 â–¼0.0%27,3692.1%HealthcareNXPINXP Semiconductors$10,838,217$87,400 â–¼-0.8%38,5662.1%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%IndustrialsNEENextEra 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%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%IndustrialsCCJCameco$6,398,336$147,697 â–²2.4%62,8151.3%EnergyDHRDanaher$6,343,939$251,624 â–¼-3.8%33,3051.2%HealthcareGOOGAlphabet$5,652,370$1,097,119 â–¼-16.3%15,9971.1%Communication ServicesUNPUnion Pacific$5,455,233$456,960 â–¼-7.7%20,0561.1%IndustrialsMLMMartin Marietta Materials$5,400,000$1,360,957 â–¼-20.1%9,3641.1%MaterialsNEMNewmont$5,293,819$37,827 â–²0.7%56,6791.0%MaterialsSPYSPDR S&P 500 ETF Trust$2,629,138$112,752 â–¼-4.1%3,5210.5%ETFABBVAbbVie$2,476,6410.0%9,8420.5%HealthcareXOMExxonMobil$2,065,839$17,774 â–¼-0.9%15,1100.4%EnergyCSCOCisco Systems$1,705,0190.0%14,5160.3%TechnologyJNJJohnson & Johnson$1,417,153$85,588 â–¼-5.7%5,5800.3%HealthcareADPAutomatic Data Processing$1,187,159$52,180 â–²4.6%5,3010.2%IndustrialsLLYEli Lilly and Company$1,127,4640.0%9400.2%HealthcarePEPPepsiCo$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%HealthcareMSMorgan 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%HealthcareAMATApplied Materials$855,309$855,309 â–²New Holding1,1830.2%TechnologyMCDMcDonald's$826,338$38,114 â–²4.8%3,0570.2%Consumer DiscretionaryBXBlackstone$818,983$51,775 â–¼-5.9%6,9600.2%FinanceINTCIntel$774,9470.0%5,5500.2%TechnologyAPDAir Products and Chemicals$730,6050.0%2,4920.1%MaterialsBLDTopBuild$709,060$35,453 â–¼-4.8%2,0000.1%Consumer DiscretionaryGEGE Aerospace$664,118$217,885 â–²48.8%1,7770.1%IndustrialsBRK.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%HealthcareJPMJPMorgan 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%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%IndustrialsECLEcolab$379,188$30,926 â–²8.9%1,3610.1%MaterialsCMICummins$374,435$35,660 â–¼-8.7%5250.1%IndustrialsDOVDover$358,848$78,498 â–¼-17.9%1,6000.1%IndustrialsWWDWoodward$314,826$123,378 â–¼-28.2%7400.1%IndustrialsQCOMQualcomm$314,143$314,143 â–²New Holding1,7000.1%TechnologyITWIllinois Tool Works$306,443$88,714 â–²40.7%1,1330.1%IndustrialsDELLDell Technologies$291,236$291,236 â–²New Holding6750.1%TechnologyGLWCorning$280,973$280,973 â–²New Holding1,1000.1%TechnologySYKStryker$277,0590.0%8800.1%HealthcareEMREmerson 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%HealthcareODFLOld Dominion Freight Line$216,600$21,660 â–¼-9.1%1,0000.0%IndustrialsBACBank of America$215,612$215,612 â–²New Holding3,7840.0%FinanceASMLASML$210,881$210,881 â–²New Holding1060.0%TechnologyLOWLowe's Companies$203,9530.0%9250.0%Consumer DiscretionaryUNHUnitedHealth Group$200,334$200,334 â–²New Holding4820.0%HealthcareZTSZoetis$0$2,264,080 â–¼-100.0%00.0%HealthcareMETAMeta Platforms$0$1,504,848 â–¼-100.0%00.0%Communication ServicesLHXL3Harris Technologies$0$213,993 â–¼-100.0%00.0%IndustrialsHONHoneywell International$0$212,625 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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