Sponsored

The Analysis of Renaissance Investment Group LLC's Holdings & P&L

Currently, Renaissance Investment Group LLC holds 84 types of securities in its portfolio with a total value $508.4M. In the most recent quarter, they have increased their positions in BKNG (+61.8K shares, valued at $11.0M), APH (+40.4K shares, valued at $7.1M), N/A (+1.2K shares, valued at $855.3K); decreased their positions in N/A (-11.8K shares, valued at $4.5M), GOOGL (-10.4K shares, valued at $3.7M), GEV (-1.2K shares, valued at $1.4M); initiated new positions in N/A (+1.2K shares, valued at $855.3K), QCOM (+1.7K shares, valued at $314.1K), DELL (+675 shares, valued at $291.2K).

1M P&L

+4.7M+1.34%

3M P&L

-1.4M-0.39%

HY P&L

+409.8K+0.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Content & Information30.6M

8.0%

2Utilities - Renewable22.7M

5.9%

3Electronic Components20.7M

5.4%

Top Industries by Stock Count

1Specialty Industrial Machinery6 stocks

8.6%

2Drug Manufacturers - General5 stocks

7.1%

3Semiconductors4 stocks

5.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BROADCOM INC BROADCOM INC68.2K shares-14.75%2026-06-302026-07-08

GOOGL ALPHABET INC69.7K shares-13.00%2026-06-302026-07-08

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC29.9K shares1.59%2026-06-302026-07-08

GEV GE VERNOVA INC19.3K shares-5.69%2026-06-302026-07-08

TJX TJX COS INC NEW132.2K shares-0.64%2026-06-302026-07-08

URI UNITED RENTALS INC17.4K shares-0.99%2026-06-302026-07-08

AAPL APPLE INC67.7K shares-1.29%2026-06-302026-07-08

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION20.3K shares-1.29%2026-06-302026-07-08

Sponsored

NVDA NVIDIA CORPORATION94.0K shares-1.13%2026-06-302026-07-08

MSFT MICROSOFT CORP45.5K shares-0.36%2026-06-302026-07-08

CRS CARPENTER TECHNOLOGY CORP27.3K shares0.29%2026-06-302026-07-08

HWM HOWMET AEROSPACE INC60.2K shares-6.37%2026-06-302026-07-08

CRH CRH PLC136.3K shares-0.35%2026-06-302026-07-08

RTX CORPORATION RTX CORPORATION76.7K shares-3.37%2026-06-302026-07-08

TT TRANE TECHNOLOGIES PLC29.3K shares-0.34%2026-06-302026-07-08

HD HOME DEPOT INC38.6K shares0.66%2026-06-302026-07-08

Sponsored

TMO THERMO FISHER SCIENTIFIC INC25.4K shares-1.15%2026-06-302026-07-08

VISA INC VISA INC36.2K shares-0.37%2026-06-302026-07-08

TEL TE CONNECTIVITY PLC61.0K shares-0.20%2026-06-302026-07-08

BKNG BOOKING HOLDINGS INC64.4K shares2382.03%2026-06-302026-07-08

ISRG INTUITIVE SURGICAL INC27.4K shares-0.04%2026-06-302026-07-08

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V38.6K shares-0.80%2026-06-302026-07-08

AJG GALLAGHER ARTHUR J & CO43.8K shares4.78%2026-06-302026-07-08

XYL XYLEM INC83.4K shares0.00%2026-06-302026-07-08

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC106.8K shares3.96%2026-06-302026-07-08

TTEK TETRA TECH INC NEW293.8K shares-0.40%2026-06-302026-07-08

EPD ENTERPRISE PRODS PARTNERS L228.2K shares-0.21%2026-06-302026-07-08

APH AMPHENOL CORP46.1K shares709.82%2026-06-302026-07-08

CHD CHURCH & DWIGHT CO INC80.5K shares0.35%2026-06-302026-07-08

LDOS LEIDOS HOLDINGS INC71.5K shares-0.08%2026-06-302026-07-08

CCJ CAMECO CORP62.8K shares2.36%2026-06-302026-07-08

DHR DANAHER CORP DEL33.3K shares-3.82%2026-06-302026-07-08

Sponsored

GOOG ALPHABET INC16.0K shares-16.25%2026-06-302026-07-08

UNP UNION PAC CORP20.1K shares-7.73%2026-06-302026-07-08

MLM MARTIN MARIETTA MATLS INC9.4K shares-20.13%2026-06-302026-07-08

NEM NEWMONT CORP56.7K shares0.72%2026-06-302026-07-08

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.5K shares-4.11%2026-06-302026-07-08

ABBVIE INC ABBVIE INC9.8K shares0.00%2026-06-302026-07-08

EXXON MOBIL CORP EXXON MOBIL CORP15.1K shares-0.85%2026-06-302026-07-08

CISCO SYS INC CISCO SYS INC14.5K shares0.00%2026-06-302026-07-08

Sponsored

JNJ JOHNSON & JOHNSON5.6K shares-5.70%2026-06-302026-07-08

ADP AUTOMATIC DATA PROCESSING IN5.3K shares4.60%2026-06-302026-07-08

LLY ELI LILLY & CO940 shares0.00%2026-06-302026-07-08

PEP PEPSICO INC7.7K shares9.05%2026-06-302026-07-08

MRK MERCK & CO INC8.0K shares2.60%2026-06-302026-07-08

MS MORGAN STANLEY4.5K shares0.00%2026-06-302026-07-08

MDY STATE STR SPDR S&P MIDCAP 401.3K shares-8.22%2026-06-302026-07-08

ABT ABBOTT LABORATORIES9.7K shares2.79%2026-06-302026-07-08

Sponsored

APPLIED MATLS INC APPLIED MATLS INC1.2K sharesnew addition2026-06-302026-07-08

MCD MCDONALDS CORP3.1K shares4.84%2026-06-302026-07-08

BX BLACKSTONE INC7.0K shares-5.95%2026-06-302026-07-08

INTC INTEL CORP5.5K shares0.00%2026-06-302026-07-08

APD AIR PRODUCTS AND CHEMICALS I2.5K shares0.00%2026-06-302026-07-08

BLD TOPBUILD COR2.0K shares-4.76%2026-06-302026-07-08

GE GE AEROSPACE1.8K shares48.83%2026-06-302026-07-08

BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares25.40%2026-06-302026-07-08

Sponsored

CVX CHEVRON CORPORATION3.5K shares0.00%2026-06-302026-07-08

WMT WALMART INC5.0K shares-0.20%2026-06-302026-07-08

ETN EATON CORP PLC1.3K shares111.11%2026-06-302026-07-08

AMGN AMGEN INC1.5K shares-6.12%2026-06-302026-07-08

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.6K shares59.03%2026-06-302026-07-08

CL COLGATE PALMOLIVE CO5.5K shares1.85%2026-06-302026-07-08

ADI ANALOG DEVICES INC1.2K shares0.00%2026-06-302026-07-08

PG PROCTER & GAMBLE CO3.1K shares8.94%2026-06-302026-07-08

Sponsored

CAT CATERPILLAR INC414 shares-4.61%2026-06-302026-07-08

CSX CSX CORP8.0K shares0.00%2026-06-302026-07-08

ECL ECOLAB INC1.4K shares8.88%2026-06-302026-07-08

CMI CUMMINS INC525 shares-8.70%2026-06-302026-07-08

DOV DOVER CORP1.6K shares-17.95%2026-06-302026-07-08

WWD WOODWARD INC740 shares-28.16%2026-06-302026-07-08

QCOM QUALCOMM INC1.7K sharesnew addition2026-06-302026-07-08

ITW ILLINOIS TOOL WKS INC1.1K shares40.75%2026-06-302026-07-08

Sponsored

DELL DELL TECHNOLOGIES INC675 sharesnew addition2026-06-302026-07-08

GLW CORNING INC1.1K sharesnew addition2026-06-302026-07-08

SYK STRYKER CORPORATION880 shares0.00%2026-06-302026-07-08

EMR EMERSON ELEC CO1.6K shares0.00%2026-06-302026-07-08

EWG ISHARES INC5.5K shares0.00%2026-06-302026-07-08

VLTO VERALTO CORP2.6K shares-69.84%2026-06-302026-07-08

PFE PFIZER INC9.2K shares0.00%2026-06-302026-07-08

ODFL OLD DOMINION FREIGHT LINE IN1.0K shares-9.09%2026-06-302026-07-08

Sponsored

BAC BANK OF AMER CORP3.8K sharesnew addition2026-06-302026-07-08

ASML ASML HLDG NV106 sharesnew addition2026-06-302026-07-08

LOW LOWES COS INC925 shares0.00%2026-06-302026-07-08

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC482 sharesnew addition2026-06-302026-07-08

BROADCOM INC

-14.75%

Shares68.2K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

-13.00%

Shares69.7K

Event2026-06-30

Filed2026-07-08

CROWDSTRIKE HLDGS INC

1.59%

Shares29.9K

Event2026-06-30

Filed2026-07-08

GEV

GE VERNOVA INC

-5.69%

Shares19.3K

Event2026-06-30

Filed2026-07-08

TJX

TJX COS INC NEW

-0.64%

Shares132.2K

Event2026-06-30

Filed2026-07-08

URI

UNITED RENTALS INC

-0.99%

Shares17.4K

Event2026-06-30

Filed2026-07-08

AAPL

APPLE INC

-1.29%

Shares67.7K

Event2026-06-30

Filed2026-07-08

COSTCO WHOLESALE CORPORATION

-1.29%

Shares20.3K

Event2026-06-30

Filed2026-07-08

NVDA

NVIDIA CORPORATION

-1.13%

Shares94.0K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

-0.36%

Shares45.5K

Event2026-06-30

Filed2026-07-08

CRS

CARPENTER TECHNOLOGY CORP

0.29%

Shares27.3K

Event2026-06-30

Filed2026-07-08

HWM

HOWMET AEROSPACE INC

-6.37%

Shares60.2K

Event2026-06-30

Filed2026-07-08

CRH

CRH PLC

-0.35%

Shares136.3K

Event2026-06-30

Filed2026-07-08

RTX CORPORATION

-3.37%

Shares76.7K

Event2026-06-30

Filed2026-07-08

TRANE TECHNOLOGIES PLC

-0.34%

Shares29.3K

Event2026-06-30

Filed2026-07-08

HOME DEPOT INC

0.66%

Shares38.6K

Event2026-06-30

Filed2026-07-08

TMO

THERMO FISHER SCIENTIFIC INC

-1.15%

Shares25.4K

Event2026-06-30

Filed2026-07-08

VISA INC

-0.37%

Shares36.2K

Event2026-06-30

Filed2026-07-08

TEL

TE CONNECTIVITY PLC

-0.20%

Shares61.0K

Event2026-06-30

Filed2026-07-08

BKNG

BOOKING HOLDINGS INC

2382.03%

Shares64.4K

Event2026-06-30

Filed2026-07-08

ISRG

INTUITIVE SURGICAL INC

-0.04%

Shares27.4K

Event2026-06-30

Filed2026-07-08

NXP SEMICONDUCTORS N V

-0.80%

Shares38.6K

Event2026-06-30

Filed2026-07-08

AJG

GALLAGHER ARTHUR J & CO

4.78%

Shares43.8K

Event2026-06-30

Filed2026-07-08

XYL

XYLEM INC

0.00%

Shares83.4K

Event2026-06-30

Filed2026-07-08

NEXTERA ENERGY INC

3.96%

Shares106.8K

Event2026-06-30

Filed2026-07-08

TTEK

TETRA TECH INC NEW

-0.40%

Shares293.8K

Event2026-06-30

Filed2026-07-08

EPD

ENTERPRISE PRODS PARTNERS L

-0.21%

Shares228.2K

Event2026-06-30

Filed2026-07-08

APH

AMPHENOL CORP

709.82%

Shares46.1K

Event2026-06-30

Filed2026-07-08

CHD

CHURCH & DWIGHT CO INC

0.35%

Shares80.5K

Event2026-06-30

Filed2026-07-08

LDOS

LEIDOS HOLDINGS INC

-0.08%

Shares71.5K

Event2026-06-30

Filed2026-07-08

CCJ

CAMECO CORP

2.36%

Shares62.8K

Event2026-06-30

Filed2026-07-08

DHR

DANAHER CORP DEL

-3.82%

Shares33.3K

Event2026-06-30

Filed2026-07-08

GOOG

ALPHABET INC

-16.25%

Shares16.0K

Event2026-06-30

Filed2026-07-08

UNP

UNION PAC CORP

-7.73%

Shares20.1K

Event2026-06-30

Filed2026-07-08

MLM

MARTIN MARIETTA MATLS INC

-20.13%

Shares9.4K

Event2026-06-30

Filed2026-07-08

NEM

NEWMONT CORP

0.72%

Shares56.7K

Event2026-06-30

Filed2026-07-08

STATE STR SPDR S&P 500 ETF T

-4.11%

Shares3.5K

Event2026-06-30

Filed2026-07-08

ABBVIE INC

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-08

EXXON MOBIL CORP

-0.85%

Shares15.1K

Event2026-06-30

Filed2026-07-08

CISCO SYS INC

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON

-5.70%

Shares5.6K

Event2026-06-30

Filed2026-07-08

ADP

AUTOMATIC DATA PROCESSING IN

4.60%

Shares5.3K

Event2026-06-30

Filed2026-07-08

LLY

ELI LILLY & CO

0.00%

Shares940

Event2026-06-30

Filed2026-07-08

PEP

PEPSICO INC

9.05%

Shares7.7K

Event2026-06-30

Filed2026-07-08

MRK

MERCK & CO INC

2.60%

Shares8.0K

Event2026-06-30

Filed2026-07-08

MORGAN STANLEY

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-08

MDY

STATE STR SPDR S&P MIDCAP 40

-8.22%

Shares1.3K

Event2026-06-30

Filed2026-07-08

ABT

ABBOTT LABORATORIES

2.79%

Shares9.7K

Event2026-06-30

Filed2026-07-08

APPLIED MATLS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-08

MCD

MCDONALDS CORP

4.84%

Shares3.1K

Event2026-06-30

Filed2026-07-08

BLACKSTONE INC

-5.95%

Shares7.0K

Event2026-06-30

Filed2026-07-08

INTC

INTEL CORP

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-08

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-08

BLD

TOPBUILD COR

-4.76%

Shares2.0K

Event2026-06-30

Filed2026-07-08

GE AEROSPACE

48.83%

Shares1.8K

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC DEL

25.40%

Shares1.2K

Event2026-06-30

Filed2026-07-08

CVX

CHEVRON CORPORATION

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-08

WMT

WALMART INC

-0.20%

Shares5.0K

Event2026-06-30

Filed2026-07-08

ETN

EATON CORP PLC

111.11%

Shares1.3K

Event2026-06-30

Filed2026-07-08

AMGN

AMGEN INC

-6.12%

Shares1.5K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

59.03%

Shares1.6K

Event2026-06-30

Filed2026-07-08

COLGATE PALMOLIVE CO

1.85%

Shares5.5K

Event2026-06-30

Filed2026-07-08

ADI

ANALOG DEVICES INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

PROCTER & GAMBLE CO

8.94%

Shares3.1K

Event2026-06-30

Filed2026-07-08

CAT

CATERPILLAR INC

-4.61%

Shares414

Event2026-06-30

Filed2026-07-08

CSX

CSX CORP

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-08

ECL

ECOLAB INC

8.88%

Shares1.4K

Event2026-06-30

Filed2026-07-08

CMI

CUMMINS INC

-8.70%

Shares525

Event2026-06-30

Filed2026-07-08

DOV

DOVER CORP

-17.95%

Shares1.6K

Event2026-06-30

Filed2026-07-08

WWD

WOODWARD INC

-28.16%

Shares740

Event2026-06-30

Filed2026-07-08

QCOM

QUALCOMM INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-08

ITW

ILLINOIS TOOL WKS INC

40.75%

Shares1.1K

Event2026-06-30

Filed2026-07-08

DELL

DELL TECHNOLOGIES INC

New

Shares675

Event2026-06-30

Filed2026-07-08

GLW

CORNING INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-08

SYK

STRYKER CORPORATION

0.00%

Shares880

Event2026-06-30

Filed2026-07-08

EMR

EMERSON ELEC CO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-08

EWG

ISHARES INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-08

VLTO

VERALTO CORP

-69.84%

Shares2.6K

Event2026-06-30

Filed2026-07-08

PFE

PFIZER INC

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-08

ODFL

OLD DOMINION FREIGHT LINE IN

-9.09%

Shares1.0K

Event2026-06-30

Filed2026-07-08

BAC

BANK OF AMER CORP

New

Shares3.8K

Event2026-06-30

Filed2026-07-08

ASML

ASML HLDG NV

New

Shares106

Event2026-06-30

Filed2026-07-08

LOW

LOWES COS INC

0.00%

Shares925

Event2026-06-30

Filed2026-07-08

UNITEDHEALTH GROUP INC

New

Shares482

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available