Renaissance Investment Group LLC Top Holdings and 13F Report (2026) About Renaissance Investment Group LLCInvestment ActivityRenaissance Investment Group LLC has $487.33 million in total holdings as of September 30, 2026.Renaissance Investment Group LLC owns shares of 77 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 7.67% of the portfolio was purchased this quarter.About 5.08% of the portfolio was sold this quarter.This quarter, Renaissance Investment Group LLC has purchased 84 new stocks and bought additional shares in 34 stocks.Renaissance Investment Group LLC sold shares of 30 stocks and completely divested from 10 stocks this quarter.Largest Holdings CrowdStrike $25,313,807Alphabet $23,474,325Broadcom $23,275,381Microsoft $23,105,263Apple $22,834,424 Largest New Holdings this Quarter 922475108 - Veeva Systems $3,041,755 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $2,461,919 Holding82846H405 - QXO INC $401,435 Holding Largest Purchases this Quarter CrowdStrike 65,723 shares (about $17.40M)Amphenol 51,014 shares (about $4.30M)Veeva Systems 10,656 shares (about $3.04M)EXXONMOBIL HOLDINGS CORP 15,127 shares (about $2.46M)Merck & Co., Inc. 14,840 shares (about $2.16M) Largest Sales this Quarter Leidos 64,674 shares (about $7.88M)Danaher 16,582 shares (about $3.67M)Martin Marietta Materials 7,627 shares (about $3.66M)Broadcom 1,897 shares (about $666.20K)United Rentals 625 shares (about $625.49K) 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 PortfolioSectorCRWDCrowdStrike$25,313,807$17,400,165 ▲219.9%95,6145.2%TechnologyGOOGLAlphabet$23,474,325$506,145 ▼-2.1%68,2234.8%Communication ServicesAVGOBroadcom$23,275,381$666,205 ▼-2.8%66,2764.8%TechnologyMSFTMicrosoft$23,105,263$230,294 ▼-1.0%45,0484.7%TechnologyAAPLApple$22,834,424$273,075 ▲1.2%68,5684.7%TechnologyNVDANVIDIA$20,941,509$526,644 ▼-2.5%91,6964.3%TechnologyCOSTCostco Wholesale$18,325,806$134,728 ▼-0.7%20,1313.8%Consumer StaplesGE VERNOVA INC$18,325,780$56,080 ▼-0.3%19,2803.8%COMTJXTJX Companies$17,391,174$95,395 ▼-0.5%131,4433.6%Consumer DiscretionaryTMOThermo Fisher Scientific$17,154,022$10,801 ▼-0.1%25,4113.5%HealthcareURIUnited Rentals$16,789,134$625,489 ▼-3.6%16,7763.4%IndustrialsRTXRTX$14,128,369$101,736 ▼-0.7%76,1022.9%IndustrialsTTTrane Technologies$13,785,702$522,484 ▲3.9%30,5012.8%IndustrialsHWMHowmet Aerospace$13,293,368$315,523 ▼-2.3%58,7732.7%IndustrialsTE CONNECTIVITY PLC$12,936,544$57,625 ▲0.4%61,2872.7%ORD SHSVVisa$12,922,118$83,005 ▼-0.6%35,9622.7%FinanceISRGIntuitive Surgical$12,011,444$882,387 ▲7.9%29,5392.5%HealthcareCRH PLC$11,534,288$249,725 ▲2.2%139,3032.4%ORDHDHome Depot$11,088,412$98,435 ▲0.9%38,9762.3%Consumer DiscretionaryCRSCarpenter Technology$10,551,408$61,822 ▼-0.6%27,1372.2%IndustrialsBKNGBooking$10,523,212$38,447 ▲0.4%64,5952.2%Consumer DiscretionaryAJGArthur J. Gallagher & Co.$10,440,752$439,565 ▲4.4%45,7712.1%FinanceTTEKTetra Tech$10,115,177$433,127 ▲4.5%306,9862.1%IndustrialsNXPINXP Semiconductors$9,813,065$652,494 ▲7.1%41,3132.0%TechnologyNEENextEra Energy$9,080,173$992,195 ▲12.3%119,8861.9%UtilitiesXYLXylem$8,935,042$488,425 ▲5.8%88,2301.8%IndustrialsCHDChurch & Dwight$8,197,743$615,165 ▲8.1%87,0061.7%Consumer StaplesAPHAmphenol$8,188,312$4,300,480 ▲110.6%97,1331.7%TechnologyEPDEnterprise Products Partners$8,059,468$67,659 ▼-0.8%226,3261.7%EnergyNEMNewmont$7,048,081$510,725 ▲7.8%61,1071.4%MaterialsCCJCameco$6,353,258$909,082 ▲16.7%73,3041.3%EnergyGOOGAlphabet$5,100,784$349,934 ▼-6.4%14,9701.0%Communication ServicesUNPUnion Pacific$5,018,078$439,762 ▼-8.1%18,4401.0%IndustrialsDHRDanaher$3,704,983$3,673,744 ▼-49.8%16,7230.8%HealthcareMRKMerck & Co., Inc.$3,324,257$2,156,400 ▲184.6%22,8770.7%HealthcareVEEVVeeva Systems$3,041,755$3,041,755 ▲New Holding10,6560.6%HealthcareSPYSPDR S&P 500 ETF Trust$2,895,805$210,493 ▲7.8%3,7970.6%ETFABBVAbbVie$2,686,338$111,702 ▲4.3%10,2690.6%HealthcareEXXONMOBIL HOLDINGS CORP$2,461,919$2,461,919 ▲New Holding15,1270.5%COM SHSCSCOCisco Systems$1,572,662$10,332 ▲0.7%14,6120.3%TechnologyJNJJohnson & Johnson$1,460,835$16,414 ▼-1.1%5,5180.3%HealthcareADPAutomatic Data Processing$1,372,621$4,645 ▲0.3%5,3190.3%IndustrialsLLYEli Lilly and Company$1,091,126$3,471 ▲0.3%9430.2%HealthcarePEPPepsiCo$971,436$2,534 ▼-0.3%7,6660.2%Consumer StaplesABTAbbott Laboratories$954,006$988 ▼-0.1%9,6530.2%HealthcareMSMorgan Stanley$855,7640.0%4,5500.2%FinanceMLMMartin Marietta Materials$833,450$3,659,599 ▼-81.5%1,7370.2%MaterialsLDOSLeidos$828,018$7,878,658 ▼-90.5%6,7970.2%IndustrialsMDYSPDR S&P MidCap 400 ETF Trust$826,141$9,851 ▼-1.2%1,2580.2%ETFCVXChevron$708,6090.0%3,4700.1%EnergyINTCIntel$667,2770.0%5,5500.1%TechnologyMCDMcDonald's$644,092$61,892 ▼-8.8%2,7890.1%Consumer DiscretionaryAMGNAmgen$633,951$12,645 ▼-2.0%1,5040.1%HealthcareAMATApplied Materials$607,008$2,046 ▲0.3%1,1870.1%TechnologyBXBlackstone$606,631$173,515 ▼-22.2%5,4120.1%FinanceBRK.BBerkshire Hathaway$593,484$3,485 ▲0.6%1,1920.1%FinanceJPMJPMorgan Chase & Co.$589,539$68,151 ▲13.1%1,7820.1%FinanceETNEaton$572,374$859 ▲0.2%1,3320.1%IndustrialsGEGE Aerospace$558,062$3,123 ▲0.6%1,7870.1%IndustrialsADIAnalog Devices$485,9700.0%1,2250.1%TechnologyWALMART INC$484,683$36,476 ▼-7.0%4,6640.1%COMCLColgate-Palmolive$467,298$1,194 ▲0.3%5,4770.1%Consumer StaplesPGProcter & Gamble$457,632$7,990 ▲1.8%3,1500.1%Consumer StaplesAPDAir Products and Chemicals$407,885$285,464 ▼-41.2%1,4660.1%MaterialsQXO INC$401,435$401,435 ▲New Holding34,3400.1%COM NEWECLEcolab$373,7030.0%1,3610.1%MaterialsCSXCSX$372,0800.0%8,0000.1%IndustrialsDELLDell Technologies$366,882$3,766 ▲1.0%6820.1%TechnologyCATCaterpillar$321,884$13,783 ▼-4.1%3970.1%IndustrialsQCOMQualcomm$313,972$1,104 ▲0.4%1,7060.1%TechnologyDOVDover$299,2800.0%1,6000.1%IndustrialsITWIllinois Tool Works$291,4980.0%1,1330.1%IndustrialsCMICummins$271,1990.0%5250.1%IndustrialsEMREmerson Electric$250,4870.0%1,6150.1%IndustrialsSYKStryker$226,646$15,697 ▼-6.5%8230.0%HealthcareASMLASML$213,777$21,740 ▲11.3%1180.0%TechnologyBACBank of America$208,086$2,123 ▲1.0%3,8230.0%FinanceXOMExxonMobil$0$2,065,839 ▼-100.0%00.0%EnergyBLDTopBuild$0$709,060 ▼-100.0%00.0%Consumer DiscretionaryWWDWoodward$0$314,826 ▼-100.0%00.0%IndustrialsGLWCorning$0$280,973 ▼-100.0%00.0%TechnologyEWGiShares MSCI Germany ETF$0$229,604 ▼-100.0%00.0%ETFVERALTO CORP$0$226,254 ▼-100.0%00.0%COM SHSPFEPfizer$0$220,332 ▼-100.0%00.0%HealthcareODFLOld Dominion Freight Line$0$216,600 ▼-100.0%00.0%IndustrialsLOWLowe's Companies$0$203,953 ▼-100.0%00.0%Consumer DiscretionaryUNHUnitedHealth Group$0$200,334 ▼-100.0%00.0%HealthcareShowing largest 100 holdings. 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