Renaissance Investment Group LLC
Q3 2026 13F filing
Updated 8 days ago77 disclosed positions worth $487.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CROWDSTRIKE HLDGS INC | $25.3M | 95.6K | 5.19% | Added(+219.9%) |
| 2 | G ALPHABET INC | $23.5M | 68.2K | 4.82% | Trimmed(-2.1%) |
| 3 | A BROADCOM INC | $23.3M | 66.3K | 4.78% | Trimmed(-2.8%) |
| 4 | M MICROSOFT CORP | $23.1M | 45.0K | 4.74% | Trimmed(-1.0%) |
| 5 | A APPLE INC | $22.8M | 68.6K | 4.69% | Added(+1.2%) |
| 6 | N NVIDIA CORPORATION | $20.9M | 91.7K | 4.30% | Trimmed(-2.5%) |
| 7 | C COSTCO WHOLESALE CORPORATION | $18.3M | 20.1K | 3.76% | Trimmed(-0.7%) |
| 8 | G GE VERNOVA INC | $18.3M | 19.3K | 3.76% | Trimmed(-0.3%) |
| 9 | T TJX COS INC NEW | $17.4M | 131.4K | 3.57% | Trimmed(-0.6%) |
| 10 | T THERMO FISHER SCIENTIFIC INC | $17.2M | 25.4K | 3.52% | Trimmed(-0.1%) |
| 11 | U UNITED RENTALS INC | $16.8M | 16.8K | 3.45% | Trimmed(-3.6%) |
| 12 | R RTX CORPORATION | $14.1M | 76.1K | 2.90% | Trimmed(-0.7%) |
| 13 | T TRANE TECHNOLOGIES PLC | $13.8M | 30.5K | 2.83% | Added(+3.9%) |
| 14 | H HOWMET AEROSPACE INC | $13.3M | 58.8K | 2.73% | Trimmed(-2.3%) |
| 15 | T TE CONNECTIVITY PLC | $12.9M | 61.3K | 2.65% | Added(+0.5%) |
| 16 | V VISA INC | $12.9M | 36.0K | 2.65% | Trimmed(-0.6%) |
| 17 | I INTUITIVE SURGICAL INC | $12M | 29.5K | 2.46% | Added(+7.9%) |
| 18 | R CRH PLC | $11.5M | 139.3K | 2.37% | Added(+2.2%) |
| 19 | H HOME DEPOT INC | $11.1M | 39.0K | 2.28% | Added(+0.9%) |
| 20 | C CARPENTER TECHNOLOGY CORP | $10.6M | 27.1K | 2.17% | Trimmed(-0.6%) |
| 21 | B BOOKING HOLDINGS INC | $10.5M | 64.6K | 2.16% | Added(+0.4%) |
| 22 | A GALLAGHER ARTHUR J & CO | $10.4M | 45.8K | 2.14% | Added(+4.4%) |
| 23 | T TETRA TECH INC NEW | $10.1M | 307.0K | 2.08% | Added(+4.5%) |
| 24 | N NXP SEMICONDUCTORS N V | $9.8M | 41.3K | 2.01% | Added(+7.1%) |
| 25 | N NEXTERA ENERGY INC | $9.1M | 119.9K | 1.86% | Added(+12.3%) |
| 26 | X XYLEM INC | $8.9M | 88.2K | 1.83% | Added(+5.8%) |
| 27 | C CHURCH & DWIGHT CO INC | $8.2M | 87.0K | 1.68% | Added(+8.1%) |
| 28 | A AMPHENOL CORP | $8.2M | 97.1K | 1.68% | Added(+110.6%) |
| 29 | E ENTERPRISE PRODS PARTNERS L | $8.1M | 226.3K | 1.65% | Trimmed(-0.8%) |
| 30 | N NEWMONT CORP | $7M | 61.1K | 1.45% | Added(+7.8%) |
| 31 | C CAMECO CORP | $6.4M | 73.3K | 1.30% | Added(+16.7%) |
| 32 | G ALPHABET INC | $5.1M | 15.0K | 1.05% | Trimmed(-6.4%) |
| 33 | U UNION PAC CORP | $5M | 18.4K | 1.03% | Trimmed(-8.1%) |
| 34 | D DANAHER CORP DEL | $3.7M | 16.7K | 0.76% | Trimmed(-49.8%) |
| 35 | M MERCK & CO INC | $3.3M | 22.9K | 0.68% | Added(+184.7%) |
| 36 | V VEEVA SYS INC | $3M | 10.7K | 0.62% | — |
| 37 | S STATE STR SPDR S&P 500 ETF T | $2.9M | 3.8K | 0.59% | Added(+7.8%) |
| 38 | A ABBVIE INC | $2.7M | 10.3K | 0.55% | Added(+4.3%) |
| 39 | X EXXONMOBIL HOLDINGS CORP | $2.5M | 15.1K | 0.51% | — |
| 40 | C CISCO SYS INC | $1.6M | 14.6K | 0.32% | Added(+0.7%) |
| 41 | J JOHNSON & JOHNSON | $1.5M | 5.5K | 0.30% | Trimmed(-1.1%) |
| 42 | A AUTOMATIC DATA PROCESSING IN | $1.4M | 5.3K | 0.28% | Added(+0.3%) |
| 43 | L ELI LILLY & CO | $1.1M | 943 | 0.22% | Added(+0.3%) |
| 44 | P PEPSICO INC | $971K | 7.7K | 0.20% | Trimmed(-0.3%) |
| 45 | A ABBOTT LABORATORIES | $954K | 9.7K | 0.20% | Trimmed(-0.1%) |
| 46 | M MORGAN STANLEY | $856K | 4.5K | 0.18% | Unchanged |
| 47 | M MARTIN MARIETTA MATLS INC | $833K | 1.7K | 0.17% | Trimmed(-81.5%) |
| 48 | L LEIDOS HOLDINGS INC | $828K | 6.8K | 0.17% | Trimmed(-90.5%) |
| 49 | M STATE STR SPDR S&P MIDCAP 40 | $826K | 1.3K | 0.17% | Trimmed(-1.2%) |
| 50 | C CHEVRON CORPORATION | $709K | 3.5K | 0.15% | Unchanged |