The Analysis of Renaissance Investment Group LLC's Holdings
Currently, Renaissance Investment Group LLC holds 78 types of securities in its portfolio with a total value $493.7M. In the most recent quarter, they have increased their positions in CCJ (+48.8K shares, valued at $4.1M), AAPL (+1.9K shares, valued at $478.2K), ZTS (+2.4K shares, valued at $352.9K); decreased their positions in AVGO (-6.6K shares, valued at $2.2M), MLM (-2.9K shares, valued at $1.8M), OKE (-20.4K shares, valued at $1.5M); initiated new positions in CCJ (+48.8K shares, valued at $4.1M), CMI (+575 shares, valued at $242.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVGO BROADCOM INC92.2K shares-6.65%2025-09-302025-10-07
MSFT MICROSOFT CORP46.1K shares-0.22%2025-09-302025-10-07 GOOGL ALPHABET INC91.9K shares-0.37%2025-09-302025-10-07 TJX TJX COS INC NEW141.4K shares-1.07%2025-09-302025-10-07 COST COSTCO WHSL CORP NEW20.8K shares-0.40%2025-09-302025-10-07 AAPL APPLE INC71.1K shares2.71%2025-09-302025-10-07 NVDA NVIDIA CORPORATION95.7K shares0.14%2025-09-302025-10-07 URI UNITED RENTALS INC18.7K shares-2.12%2025-09-302025-10-07 CRH CRH PLC138.1K shares-0.30%2025-09-302025-10-07 HD HOME DEPOT INC38.6K shares-0.88%2025-09-302025-10-07 RTX RTX CORPORATION85.1K shares-0.35%2025-09-302025-10-07 BKNG BOOKING HOLDINGS INC2.6K shares-1.14%2025-09-302025-10-07 HWM HOWMET AEROSPACE INC69.5K shares-1.73%2025-09-302025-10-07 LDOS LEIDOS HOLDINGS INC71.7K shares-0.64%2025-09-302025-10-07 CRWD CROWDSTRIKE HLDGS INC27.4K shares0.65%2025-09-302025-10-07 TEL TE CONNECTIVITY PLC61.0K shares0.36%2025-09-302025-10-07 V VISA INC36.9K shares0.09%2025-09-302025-10-07 TMO THERMO FISHER SCIENTIFIC INC25.8K shares-0.94%2025-09-302025-10-07 ISRG INTUITIVE SURGICAL INC27.7K shares-0.28%2025-09-302025-10-07 TT TRANE TECHNOLOGIES PLC28.7K shares0.36%2025-09-302025-10-07 XYL XYLEM INC81.8K shares0.41%2025-09-302025-10-07 GEV GE VERNOVA INC19.1K shares2.49%2025-09-302025-10-07 AJG GALLAGHER ARTHUR J & CO37.5K shares1.49%2025-09-302025-10-07 TTEK TETRA TECH INC NEW293.1K shares0.15%2025-09-302025-10-07 NXPI NXP SEMICONDUCTORS N V40.4K shares-10.91%2025-09-302025-10-07 ZTS ZOETIS INC56.4K shares4.47%2025-09-302025-10-07 UNP UNION PAC CORP34.4K shares-1.41%2025-09-302025-10-07 MLM MARTIN MARIETTA MATLS INC12.4K shares-18.85%2025-09-302025-10-07 META META PLATFORMS INC10.6K shares2.45%2025-09-302025-10-07 NEE NEXTERA ENERGY INC99.8K shares-3.70%2025-09-302025-10-07 CHD CHURCH & DWIGHT CO INC85.3K shares-0.20%2025-09-302025-10-07 EPD ENTERPRISE PRODS PARTNERS L231.8K shares-0.18%2025-09-302025-10-07 DHR DANAHER CORPORATION35.3K shares-7.01%2025-09-302025-10-07 GOOG ALPHABET INC21.9K shares-0.13%2025-09-302025-10-07 CCJ CAMECO CORP48.8K sharesnew addition2025-09-302025-10-07 CRM SALESFORCE INC12.1K shares-19.87%2025-09-302025-10-07 OKE ONEOK INC NEW33.7K shares-37.70%2025-09-302025-10-07 ABBV ABBVIE INC10.6K shares-0.09%2025-09-302025-10-07 SPY SPDR S&P 500 ETF TR3.3K shares-1.67%2025-09-302025-10-07 XOM EXXON MOBIL CORP15.8K shares-0.63%2025-09-302025-10-07 ADP AUTOMATIC DATA PROCESSING IN5.5K shares-0.36%2025-09-302025-10-07 BX BLACKSTONE INC7.6K shares0.00%2025-09-302025-10-07 ABT ABBOTT LABS9.6K shares-4.93%2025-09-302025-10-07 PEP PEPSICO INC8.9K shares-0.78%2025-09-302025-10-07 MDY SPDR S&P MIDCAP 400 ETF TR1.9K shares-18.17%2025-09-302025-10-07 JNJ JOHNSON & JOHNSON5.7K shares-1.17%2025-09-302025-10-07 CSCO CISCO SYS INC14.6K shares0.00%2025-09-302025-10-07 BLD TOPBUILD CORP2.4K shares0.00%2025-09-302025-10-07 VLTO VERALTO CORP8.9K shares-1.20%2025-09-302025-10-07 MCD MCDONALDS CORP3.0K shares-1.79%2025-09-302025-10-07 APD AIR PRODS & CHEMS INC3.2K shares-1.67%2025-09-302025-10-07 LLY ELI LILLY & CO1.0K shares0.00%2025-09-302025-10-07 MS MORGAN STANLEY4.5K shares0.00%2025-09-302025-10-07 MRK MERCK & CO INC8.3K shares-1.18%2025-09-302025-10-07 BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares-2.69%2025-09-302025-10-07 TSCO TRACTOR SUPPLY CO9.4K shares-0.37%2025-09-302025-10-07 WMT WALMART INC5.0K shares0.00%2025-09-302025-10-07 CVX CHEVRON CORP NEW3.3K shares0.00%2025-09-302025-10-07 AMGN AMGEN INC1.7K shares-2.29%2025-09-302025-10-07 PG PROCTER AND GAMBLE CO2.9K shares-4.24%2025-09-302025-10-07 CL COLGATE PALMOLIVE CO5.1K shares0.00%2025-09-302025-10-07 AMZN AMAZON COM INC1.8K shares0.29%2025-09-302025-10-07 SYK STRYKER CORPORATION1.0K shares0.00%2025-09-302025-10-07 ECL ECOLAB INC1.3K shares0.00%2025-09-302025-10-07 GE GE AEROSPACE1.1K shares23.75%2025-09-302025-10-07 DOV DOVER CORP1.9K shares0.00%2025-09-302025-10-07 CSX CSX CORP8.8K shares0.00%2025-09-302025-10-07 ADI ANALOG DEVICES INC1.2K shares0.00%2025-09-302025-10-07 PFE PFIZER INC11.2K shares0.00%2025-09-302025-10-07 WWD WOODWARD INC1.1K shares0.00%2025-09-302025-10-07 CAT CATERPILLAR INC513 shares-8.88%2025-09-302025-10-07 CMI CUMMINS INC575 sharesnew addition2025-09-302025-10-07 PYPL PAYPAL HLDGS INC3.6K shares0.00%2025-09-302025-10-07 LOW LOWES COS INC925 shares0.00%2025-09-302025-10-07 EWG ISHARES INC5.5K shares0.00%2025-09-302025-10-07 ETN EATON CORP PLC600 shares0.00%2025-09-302025-10-07 JPM JPMORGAN CHASE & CO.706 shares-1.40%2025-09-302025-10-07 EMR EMERSON ELEC CO1.6K shares0.00%2025-09-302025-10-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available