Renaissance Investment Group LLC Top Holdings and 13F Report (2025) About Renaissance Investment Group LLCInvestment ActivityRenaissance Investment Group LLC has $460.88 million in total holdings as of June 30, 2025.Renaissance Investment Group LLC owns shares of 78 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 2.54% of the portfolio was purchased this quarter.About 1.99% of the portfolio was sold this quarter.This quarter, Renaissance Investment Group LLC has purchased 73 new stocks and bought additional shares in 16 stocks.Renaissance Investment Group LLC sold shares of 36 stocks and completely divested from 2 stocks this quarter.Largest Holdings Broadcom $27,224,848Microsoft $22,968,324Costco Wholesale $20,635,330TJX Companies $17,652,232Alphabet $16,262,575 Largest New Holdings this Quarter 464286806 - iShares MSCI Germany ETF $234,821 Holding369604301 - GE Aerospace $226,503 Holding438516106 - Honeywell International $219,068 Holding149123101 - Caterpillar $218,562 Holding291011104 - Emerson Electric $215,328 Holding Largest Purchases this Quarter GE VERNOVA INC 16,816 shares (about $8.90M)iShares MSCI Germany ETF 5,550 shares (about $234.82K)CrowdStrike 448 shares (about $228.17K)GE Aerospace 880 shares (about $226.50K)Honeywell International 941 shares (about $219.07K) Largest Sales this Quarter Salesforce 10,386 shares (about $2.83M)NXP Semiconductors 2,440 shares (about $533.12K)Union Pacific 2,137 shares (about $491.68K)Martin Marietta Materials 619 shares (about $339.81K)Danaher 1,381 shares (about $272.80K) 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$27,224,848$79,112 ▼-0.3%98,7665.9%Computer and TechnologyMSFTMicrosoft$22,968,324$4,974 ▼0.0%46,1765.0%Computer and TechnologyCOSTCostco Wholesale$20,635,330$95,034 ▼-0.5%20,8454.5%Retail/WholesaleTJXTJX Companies$17,652,232$95,334 ▲0.5%142,9453.8%Retail/WholesaleGOOGLAlphabet$16,262,575$56,394 ▼-0.3%92,2803.5%Computer and TechnologyBKNGBooking$15,209,781$86,847 ▼-0.6%2,6273.3%Retail/WholesaleISRGIntuitive Surgical$15,096,473$9,781 ▼-0.1%27,7813.3%MedicalNVDANVIDIA$15,094,495$72,517 ▼-0.5%95,5413.3%Computer and TechnologyURIUnited Rentals$14,359,080$42,944 ▼-0.3%19,0593.1%ConstructionHDHome Depot$14,264,464$54,629 ▲0.4%38,9063.1%Retail/WholesaleAAPLApple$14,205,770$107,304 ▼-0.7%69,2393.1%Computer and TechnologyCRWDCrowdStrike$13,880,735$228,171 ▲1.7%27,2543.0%Computer and TechnologyHWMHowmet Aerospace$13,168,139$76,686 ▲0.6%70,7472.9%AerospaceVVisa$13,074,361$90,538 ▼-0.7%36,8242.8%Business ServicesCRH PLC$12,718,339$60,037 ▲0.5%138,5442.8%ORDTTTrane Technologies$12,491,555$158,780 ▲1.3%28,5582.7%ConstructionRTXRTX$12,475,009$16,646 ▼-0.1%85,4342.7%AerospaceAJGArthur J. Gallagher & Co.$11,814,029$91,554 ▲0.8%36,9052.6%FinanceLDOSLeidos$11,388,143$29,816 ▲0.3%72,1872.5%Computer and TechnologyTMOThermo Fisher Scientific$10,569,568$92,851 ▼-0.9%26,0682.3%MedicalXYLXylem$10,533,785$74,123 ▲0.7%81,4302.3%Business ServicesTTEKTetra Tech$10,523,505$19,562 ▲0.2%292,6452.3%IndustrialsTE CONNECTIVITY PLC$10,257,835$11,301 ▲0.1%60,8162.2%ORD SHSNXPINXP Semiconductors$9,898,689$533,116 ▼-5.1%45,3052.1%Computer and TechnologyGE VERNOVA INC$9,845,894$8,898,186 ▲938.9%18,6072.1%COMZTSZoetis$8,419,745$128,191 ▲1.5%53,9901.8%MedicalMLMMartin Marietta Materials$8,359,014$339,806 ▼-3.9%15,2271.8%ConstructionCHDChurch & Dwight$8,210,677$6,535 ▼-0.1%85,4301.8%Consumer StaplesUNPUnion Pacific$8,025,651$491,681 ▼-5.8%34,8821.7%TransportationMETAMeta Platforms$7,606,881$738 ▲0.0%10,3061.7%Computer and TechnologyDHRDanaher$7,507,856$272,801 ▼-3.5%38,0071.6%MedicalEPDEnterprise Products Partners$7,200,335$22,637 ▼-0.3%232,1941.6%EnergyNEENextEra Energy$7,190,801$22,839 ▼-0.3%103,5841.6%UtilitiesOKEONEOK$4,410,632$91,589 ▼-2.0%54,0321.0%EnergyCRMSalesforce$4,115,983$2,832,158 ▼-40.8%15,0940.9%Computer and TechnologyGOOGAlphabet$3,896,306$26,253 ▼-0.7%21,9650.8%Computer and TechnologyNVONovo Nordisk A/S$2,256,885$172,412 ▲8.3%32,6990.5%MedicalSPYSPDR S&P 500 ETF Trust$2,076,382$75,370 ▲3.8%3,3610.5%FinanceABBVAbbVie$1,962,5600.0%10,5730.4%MedicalXOMExxon Mobil$1,711,864$10,780 ▼-0.6%15,8800.4%EnergyADPAutomatic Data Processing$1,694,658$23,130 ▼-1.3%5,4950.4%Computer and TechnologyABTAbbott Laboratories$1,379,1410.0%10,1400.3%MedicalMDYSPDR S&P MidCap 400 ETF Trust$1,287,609$56,648 ▼-4.2%2,2730.3%ETFPEPPepsiCo$1,179,513$31,954 ▼-2.6%8,9330.3%Consumer StaplesBXBlackstone$1,133,8160.0%7,5800.2%FinanceCSCOCisco Systems$1,011,8200.0%14,5840.2%Computer and TechnologyAPDAir Products and Chemicals$912,746$47,950 ▼-5.0%3,2360.2%Basic MaterialsVERALTO CORP$907,641$1,716 ▼-0.2%8,9910.2%COM SHSMCDMcDonald's$897,254$33,600 ▼-3.6%3,0710.2%Retail/WholesaleJNJJohnson & Johnson$876,632$45,214 ▼-4.9%5,7390.2%MedicalLLYEli Lilly and Company$810,7110.0%1,0400.2%MedicalBLDTopBuild$788,307$48,561 ▼-5.8%2,4350.2%ConstructionMRKMerck & Co., Inc.$664,707$19,790 ▼-2.9%8,3970.1%MedicalMSMorgan Stanley$640,9130.0%4,5500.1%FinanceBRK.BBerkshire Hathaway$631,4310.0%1,3000.1%FinanceTSCOTractor Supply$495,510$183,639 ▼-27.0%9,3900.1%Retail/WholesaleWMTWalmart$491,3450.0%5,0250.1%Retail/WholesalePGProcter & Gamble$488,4750.0%3,0660.1%Consumer StaplesAMGNAmgen$488,338$30,992 ▼-6.0%1,7490.1%MedicalCLColgate-Palmolive$467,5900.0%5,1440.1%Consumer StaplesCVXChevron$465,7970.0%3,2530.1%EnergySYKStryker$407,4990.0%1,0300.1%MedicalAMZNAmazon.com$383,9330.0%1,7500.1%Retail/WholesaleDOVDover$357,2990.0%1,9500.1%IndustrialsECLEcolab$338,6860.0%1,2570.1%Basic MaterialsADIAnalog Devices$291,575$11,901 ▼-3.9%1,2250.1%Computer and TechnologyCSXCSX$287,4700.0%8,8100.1%TransportationPFEPfizer$270,2760.0%11,1500.1%MedicalPYPLPayPal$266,4370.0%3,5850.1%Business ServicesWWDWoodward$257,345$24,509 ▼-8.7%1,0500.1%AerospaceEWGiShares MSCI Germany ETF$234,821$234,821 ▲New Holding5,5500.1%ETFGEGE Aerospace$226,503$226,503 ▲New Holding8800.0%AerospaceHONHoneywell International$219,068$219,068 ▲New Holding9410.0%Multi-Sector ConglomeratesCATCaterpillar$218,562$218,562 ▲New Holding5630.0%IndustrialsEMREmerson Electric$215,328$215,328 ▲New Holding1,6150.0%IndustrialsETNEaton$214,194$214,194 ▲New Holding6000.0%IndustrialsJPMJPMorgan Chase & Co.$207,576$207,576 ▲New Holding7160.0%FinanceLOWLowe's Companies$205,2300.0%9250.0%Retail/WholesaleHALHalliburton$0$2,978,016 ▼-100.0%00.0%EnergyODFLOld Dominion Freight Line$0$223,358 ▼-100.0%00.0%TransportationShowing largest 100 holdings. 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