Renaissance Investment Group LLC
82 holdingsFiling period: 2026-03-31Current AUM: $520.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 80.0K | $24.8M | $31.1M | 5.98% | -4,116 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 80.1K | $23.0M | $28.5M | 5.48% | -6,954 | 2026-03-31 |
| 3 | TJX | TJX COS INC NEW | 133.0K | $21.2M | $20.9M | 4.02% | -4,384 | 2026-03-31 |
| 4 | COST | COSTCO WHOLESALE CORPORATION | 20.5K | $20.5M | $19.6M | 3.75% | -144 | 2026-03-31 |
| 5 | GEV | GE VERNOVA INC | 20.5K | $17.9M | $20.3M | 3.90% | +269 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 68.6K | $17.4M | $21.2M | 4.07% | -2,172 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 45.7K | $16.9M | $21.2M | 4.07% | -246 | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 95.1K | $16.6M | $19.1M | 3.66% | -920 | 2026-03-31 |
| 9 | RTX | RTX CORPORATION | 79.3K | $15.3M | $17.1M | 3.28% | -5,861 | 2026-03-31 |
| 10 | HWM | HOWMET AEROSPACE INC | 64.3K | $14.8M | $18.1M | 3.48% | -4,558 | 2026-03-31 |
| 11 | — | CRH PLC | 136.8K | $14.4M | $14.4M | 2.76% | +643 | 2026-03-31 |
| 12 | URI | UNITED RENTALS INC | 17.6K | $12.8M | $19.0M | 3.64% | -239 | 2026-03-31 |
| 13 | — | TE CONNECTIVITY PLC | 61.1K | $12.8M | $12.8M | 2.45% | +154 | 2026-03-31 |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | 25.7K | $12.6M | $14.8M | 2.84% | -51 | 2026-03-31 |
| 15 | ISRG | INTUITIVE SURGICAL INC | 27.4K | $12.6M | $9.7M | 1.86% | -143 | 2026-03-31 |
| 16 | HD | HOME DEPOT INC | 38.4K | $12.6M | $12.7M | 2.45% | +179 | 2026-03-31 |
| 17 | — | TRANE TECHNOLOGIES PLC | 29.4K | $12.3M | $12.3M | 2.36% | +298 | 2026-03-31 |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | 29.4K | $11.5M | $22.5M | 4.31% | +1.6K | 2026-03-31 |
| 19 | LDOS | LEIDOS HOLDINGS INC | 71.5K | $11.1M | $8.3M | 1.59% | +339 | 2026-03-31 |
| 20 | V | VISA INC | 36.3K | $11.0M | $13.3M | 2.55% | -402 | 2026-03-31 |
| 21 | BKNG | BOOKING HOLDINGS INC | 2.6K | $10.9M | $12.5M | 2.40% | -6 | 2026-03-31 |
| 22 | CRS | CARPENTER TECHNOLOGY CORP | 27.2K | $10.7M | $14.1M | 2.71% | +1.4K | 2026-03-31 |
| 23 | XYL | XYLEM INC | 83.4K | $10.0M | $9.8M | 1.87% | +860 | 2026-03-31 |
| 24 | NEE | NEXTERA ENERGY INC | 102.7K | $9.5M | $8.9M | 1.71% | +3.2K | 2026-03-31 |
| 25 | AJG | GALLAGHER ARTHUR J & CO | 41.8K | $9.1M | $10.4M | 2.00% | +3.5K | 2026-03-31 |
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