Renaissance Investment Group LLC
85 holdingsFiling period: 2026-06-30Current AUM: $519.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | 68.2K | $25.8M | $23.3M | 4.49% | -11,795 | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 69.7K | $24.9M | $22.3M | 4.30% | -10,413 | 2026-06-30 |
| 3 | CRWD | Crowdstrike Hldgs Inc | 29.9K | $22.8M | $32.0M | 6.17% | +469 | 2026-06-30 |
| 4 | GEV | GE Vernova Inc | 19.3K | $22.7M | $17.3M | 3.33% | -1,167 | 2026-06-30 |
| 5 | TJX | Tjx Cos Inc New | 132.2K | $20.0M | $18.5M | 3.57% | -847 | 2026-06-30 |
| 6 | URI | United Rentals Inc | 17.4K | $19.7M | $20.2M | 3.89% | -174 | 2026-06-30 |
| 7 | AAPL | Apple Inc | 67.7K | $19.6M | $23.5M | 4.52% | -885 | 2026-06-30 |
| 8 | COST | Costco Wholesale Corporation | 20.3K | $19.0M | $20.1M | 3.87% | -266 | 2026-06-30 |
| 9 | NVDA | NVIDIA Corporation | 94.0K | $18.8M | $20.5M | 3.94% | -1,072 | 2026-06-30 |
| 10 | MSFT | Microsoft Corp | 45.5K | $17.0M | $24.2M | 4.65% | -166 | 2026-06-30 |
| 11 | CRS | Carpenter Technology Corp | 27.3K | $16.8M | $7.9M | 1.52% | +78 | 2026-06-30 |
| 12 | HWM | Howmet Aerospace Inc | 60.2K | $16.2M | $11.6M | 2.22% | -4,096 | 2026-06-30 |
| 13 | — | Crh PLC | 136.3K | $14.6M | $14.6M | 2.81% | -481 | 2026-06-30 |
| 14 | RTX | Rtx Corporation | 76.7K | $14.5M | $14.9M | 2.87% | -2,672 | 2026-06-30 |
| 15 | — | Trane Technologies PLC | 29.3K | $14.4M | $14.4M | 2.77% | -99 | 2026-06-30 |
| 16 | HD | Home Depot Inc | 38.6K | $13.6M | $12.3M | 2.37% | +253 | 2026-06-30 |
| 17 | TMO | Thermo Fisher Scientific Inc | 25.4K | $12.7M | $17.6M | 3.39% | -297 | 2026-06-30 |
| 18 | V | Visa Inc | 36.2K | $12.4M | $14.5M | 2.80% | -133 | 2026-06-30 |
| 19 | — | TE Connectivity PLC | 61.0K | $12.3M | $12.3M | 2.37% | -122 | 2026-06-30 |
| 20 | BKNG | Booking Holdings Inc | 64.4K | $11.5M | $9.7M | 1.86% | +61.8K | 2026-06-30 |
| 21 | ISRG | Intuitive Surgical Inc | 27.4K | $10.9M | $12.2M | 2.35% | -10 | 2026-06-30 |
| 22 | — | Nxp Semiconductors N V | 38.6K | $10.8M | $10.8M | 2.09% | -311 | 2026-06-30 |
| 23 | AJG | Gallagher Arthur J & Co | 43.8K | $10.1M | $11.4M | 2.19% | +2.0K | 2026-06-30 |
| 24 | XYL | Xylem Inc | 83.4K | $9.9M | $7.7M | 1.49% | +4 | 2026-06-30 |
| 25 | NEE | Nextera Energy Inc | 106.8K | $9.4M | $8.8M | 1.69% | +4.1K | 2026-06-30 |
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