Renaissance Investment Group LLC

13F filer · CIK 0001509508

Reported Apr 15, 2026

Net seller this quarter

13F portfolio value$511MU.S. long equity reported on 13F

Positions806 new · 3 closed

Net flow last quarter-$8.99MBuys minus sells

Top 10 positions weight40.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported Apr 15, 202680 positions
AVGOBroadcom Inc.	$24.8M	5.32%	0.00%	-4.9%	Q4 2020
GOOGLAlphabet Inc.	$23M	4.95%	0.00%	-8.0%	Q3 2015
TJXTJX Companies Inc	$21.2M	4.56%	0.01%	-3.2%	Q2 2013
COSTCostco Wholesale Corp	$20.5M	4.40%	0.00%	-0.7%	Q2 2013
GEVGE Vernova Inc.	$17.9M	3.85%	0.01%	+1.3%	Q2 2024
AAPLApple Inc.	$17.4M	3.74%	0.00%	-3.1%	Q2 2013
MSFTMicrosoft Corp	$16.9M	3.63%	0.00%	-0.5%	Q3 2013
NVDANvidia Corp	$16.6M	3.56%	0.00%	-1.0%	Q2 2024
RTXRTX Corp	$15.3M	3.29%	0.01%	-6.9%	Q2 2020
HWMHowmet Aerospace Inc.	$14.8M	3.18%	0.02%	-6.6%	Q3 2024
CRHCRH Public Ltd Co	$14.4M	3.09%	0.02%	+0.5%	Q2 2020
URIUnited Rentals, Inc.	$12.8M	2.75%	0.03%	-1.3%	Q4 2020
TELTE Connectivity plc	$12.8M	2.75%	0.02%	+0.3%	Q3 2020
TMOThermo Fisher Scientific Inc.	$12.6M	2.72%	0.01%	-0.2%	Q2 2013
HDHome Depot, Inc.	$12.6M	2.71%	0.00%	+0.5%	Q2 2013
ISRGIntuitive Surgical Inc	$12.6M	2.71%	0.01%	-0.5%	Q1 2019
TTTrane Technologies plc	$12.3M	2.64%	0.01%	+1.0%	Q2 2024
CRWDCrowdStrike Holdings, Inc.	$11.5M	2.47%	0.01%	+5.8%	Q1 2024
LDOSLeidos Holdings, Inc.	$11.1M	2.39%	0.06%	+0.5%	Q2 2020
VVisa Inc.	$11M	2.36%	0.00%	-1.1%	Q4 2015
BKNGBooking Holdings Inc.	$10.9M	2.35%	0.01%	-0.2%	Q4 2020
CRSCarpenter Technology Corp	$10.7M	2.30%	0.05%	+5.3%	Q4 2025
XYLXylem Inc.	$9.97M	2.14%	0.03%	+1.0%	Q4 2017
NEENextera Energy Inc	$9.54M	2.05%	0.00%	+3.2%	Q1 2020
AJGArthur J. Gallagher & Co.	$9.06M	1.95%	0.02%	+9.2%	Q3 2023
TTEKTetra Tech Inc	$8.89M	1.91%	0.11%	+1.0%	Q1 2018
EPDEnterprise Products Partners L.P.	$8.65M	1.86%	0.01%	-1.2%	Q2 2013
NXPINXP Semiconductors N.V.	$7.65M	1.64%	0.02%	-2.9%	Q2 2013
CHDChurch & Dwight Co Inc	$7.48M	1.61%	0.03%	+0.9%	Q2 2013
MLMMartin Marietta Materials Inc	$6.9M	1.48%	0.02%	-4.8%	Q1 2017
CCJCameco Corp	$6.66M	1.43%	0.01%	+7.2%	Q3 2025
DHRDanaher Corp	$6.57M	1.41%	0.00%	-1.5%	Q2 2013
NEMNEWMONT Corp	$6.09M	1.31%	0.01%	New	Q1 2026
GOOGAlphabet Inc.	$5.48M	1.18%	Not reported	-10.9%	Q3 2015
UNPUnion Pacific Corp	$5.27M	1.13%	0.00%	-35.9%	Q2 2013
XOMExxonMobil Holdings Corp	$2.59M	0.56%	0.00%	-2.8%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$2.39M	0.51%	Not reported	+2.1%	Q2 2013
ZTSZoetis Inc.	$2.26M	0.49%	0.00%	+3.3%	Q2 2020
ABBVAbbVie Inc.	$2.14M	0.46%	0.00%	-2.0%	Q2 2013
METAMeta Platforms, Inc.	$1.5M	0.32%	Not reported	-75.1%	Q4 2016
JNJJohnson & Johnson	$1.45M	0.31%	0.00%	+2.8%	Q2 2013
CSCOCisco Systems, Inc.	$1.13M	0.24%	0.00%	+2.3%	Q2 2013
PEPPepsico Inc	$1.09M	0.24%	0.00%	-13.0%	Q2 2013
ADPAutomatic Data Processing Inc	$1.03M	0.22%	0.00%	-1.9%	Q2 2013
ABTAbbott Laboratories	$965K	0.21%	0.00%	-2.0%	Q2 2013
MRKMerck & Co., Inc.	$942K	0.20%	0.00%	-6.6%	Q2 2013
MCDMcdonalds Corp	$906K	0.19%	0.00%	-2.5%	Q2 2013
LLYELI LILLY & Co	$865K	0.19%	0.00%	-9.6%	Q3 2022
MDYSPDR S&P Midcap 400 ETF Trust	$855K	0.18%	Not reported	-12.9%	Q2 2013
BXBlackstone Inc.	$851K	0.18%	0.00%	-0.4%	Q1 2015

Q4 2025Reported Jan 6, 202677 positions
AVGOBroadcom Inc.	$29.1M	5.86%	0.00%	-8.8%	Q4 2020
GOOGLAlphabet Inc.	$27.3M	5.49%	0.00%	-5.3%	Q3 2015
MSFTMicrosoft Corp	$22.2M	4.47%	0.00%	-0.4%	Q3 2013
TJXTJX Companies Inc	$21.1M	4.25%	0.01%	-2.8%	Q2 2013
AAPLApple Inc.	$19.2M	3.88%	0.00%	-0.4%	Q2 2013
NVDANvidia Corp	$17.9M	3.61%	0.00%	+0.3%	Q2 2024
COSTCostco Wholesale Corp	$17.8M	3.59%	0.00%	-0.4%	Q2 2013
CRHCRH Public Ltd Co	$17M	3.42%	0.02%	-1.5%	Q2 2020
RTXRTX Corp	$15.6M	3.15%	0.01%	+0.1%	Q2 2020
ISRGIntuitive Surgical Inc	$15.6M	3.14%	0.01%	-0.7%	Q1 2019
TMOThermo Fisher Scientific Inc.	$14.9M	3.01%	0.01%	-0.2%	Q2 2013
URIUnited Rentals, Inc.	$14.4M	2.90%	0.03%	-4.5%	Q4 2020
HWMHowmet Aerospace Inc.	$14.1M	2.84%	0.02%	-1.0%	Q3 2024
BKNGBooking Holdings Inc.	$13.9M	2.80%	0.01%	+0.1%	Q4 2020
TELTE Connectivity plc	$13.9M	2.80%	0.02%	-0.1%	Q3 2020
GEVGE Vernova Inc.	$13.2M	2.66%	0.01%	+6.1%	Q2 2024
HDHome Depot, Inc.	$13.1M	2.65%	0.00%	-1.0%	Q2 2013
CRWDCrowdStrike Holdings, Inc.	$13M	2.63%	0.01%	+1.4%	Q1 2024
VVisa Inc.	$12.9M	2.60%	0.00%	-0.4%	Q4 2015
LDOSLeidos Holdings, Inc.	$12.8M	2.59%	0.06%	-0.8%	Q2 2020
TTTrane Technologies plc	$11.3M	2.29%	0.01%	+1.7%	Q2 2024
XYLXylem Inc.	$11.2M	2.26%	0.03%	+1.0%	Q4 2017
AJGArthur J. Gallagher & Co.	$9.91M	2.00%	0.01%	+2.3%	Q3 2023
TTEKTetra Tech Inc	$9.8M	1.97%	0.11%	-0.3%	Q1 2018
NXPINXP Semiconductors N.V.	$8.69M	1.75%	0.02%	-0.8%	Q2 2013
CRSCarpenter Technology Corp	$8.14M	1.64%	0.05%	New	Q4 2025
DHRDanaher Corp	$8.05M	1.62%	0.01%	-0.6%	Q2 2013
NEENextera Energy Inc	$7.99M	1.61%	0.00%	-0.3%	Q1 2020
UNPUnion Pacific Corp	$7.84M	1.58%	0.01%	-1.5%	Q2 2013
MLMMartin Marietta Materials Inc	$7.67M	1.55%	0.02%	-0.3%	Q1 2017
EPDEnterprise Products Partners L.P.	$7.42M	1.50%	0.01%	-0.1%	Q2 2013
METAMeta Platforms, Inc.	$6.98M	1.41%	Not reported	+0.1%	Q4 2016
GOOGAlphabet Inc.	$6.72M	1.35%	Not reported	-2.3%	Q3 2015
CHDChurch & Dwight Co Inc	$6.66M	1.34%	0.03%	-6.8%	Q2 2013
CCJCameco Corp	$5.24M	1.06%	0.01%	+17.3%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$2.45M	0.49%	Not reported	+8.8%	Q2 2013
ZTSZoetis Inc.	$2.33M	0.47%	0.00%	-67.1%	Q2 2020
ABBVAbbVie Inc.	$2.29M	0.46%	0.00%	-5.0%	Q2 2013
XOMExxonMobil Holdings Corp	$1.89M	0.38%	0.00%	-0.6%	Q2 2013
OKEOneok Inc	$1.83M	0.37%	0.00%	-25.8%	Q1 2025
ADPAutomatic Data Processing Inc	$1.33M	0.27%	0.00%	-5.6%	Q2 2013
ABTAbbott Laboratories	$1.2M	0.24%	0.00%	-0.5%	Q2 2013
JNJJohnson & Johnson	$1.19M	0.24%	0.00%	+1.5%	Q2 2013
PEPPepsico Inc	$1.16M	0.23%	0.00%	-8.6%	Q2 2013
BXBlackstone Inc.	$1.15M	0.23%	0.00%	-2.0%	Q1 2015
LLYELI LILLY & Co	$1.12M	0.23%	0.00%	Not reported	Q3 2022
CSCOCisco Systems, Inc.	$1.09M	0.22%	0.00%	-2.7%	Q2 2013
BLDTopBuild Corp	$968K	0.19%	0.01%	-4.7%	Q3 2015
MDYSPDR S&P Midcap 400 ETF Trust	$961K	0.19%	Not reported	-14.4%	Q2 2013
MCDMcdonalds Corp	$914K	0.18%	0.00%	-0.8%	Q2 2013

Q3 2025Reported Oct 7, 202577 positions
AVGOBroadcom Inc.	$30.4M	6.16%	0.00%	-6.7%	Q4 2020
MSFTMicrosoft Corp	$23.9M	4.83%	0.00%	-0.2%	Q3 2013
GOOGLAlphabet Inc.	$22.4M	4.53%	0.00%	-0.4%	Q3 2015
TJXTJX Companies Inc	$20.4M	4.14%	0.01%	-1.1%	Q2 2013
COSTCostco Wholesale Corp	$19.2M	3.89%	0.00%	-0.4%	Q2 2013
AAPLApple Inc.	$18.1M	3.67%	0.00%	+2.7%	Q2 2013
NVDANvidia Corp	$17.9M	3.62%	0.00%	+0.1%	Q2 2024
URIUnited Rentals, Inc.	$17.8M	3.61%	0.03%	-2.1%	Q4 2020
CRHCRH Public Ltd Co	$16.6M	3.35%	0.02%	-0.3%	Q2 2020
HDHome Depot, Inc.	$15.6M	3.17%	0.00%	-0.9%	Q2 2013
RTXRTX Corp	$14.2M	2.89%	0.01%	-0.4%	Q2 2020
BKNGBooking Holdings Inc.	$14M	2.84%	0.01%	-1.1%	Q4 2020
HWMHowmet Aerospace Inc.	$13.6M	2.76%	0.02%	-1.7%	Q3 2024
LDOSLeidos Holdings, Inc.	$13.6M	2.75%	0.06%	-0.6%	Q2 2020
CRWDCrowdStrike Holdings, Inc.	$13.5M	2.72%	0.01%	+0.7%	Q1 2024
TELTE Connectivity plc	$13.4M	2.71%	0.02%	+0.4%	Q3 2020
VVisa Inc.	$12.6M	2.55%	0.00%	+0.1%	Q4 2015
TMOThermo Fisher Scientific Inc.	$12.5M	2.54%	0.01%	-0.9%	Q2 2013
ISRGIntuitive Surgical Inc	$12.4M	2.51%	0.01%	-0.3%	Q1 2019
TTTrane Technologies plc	$12.1M	2.45%	0.01%	+0.4%	Q2 2024
XYLXylem Inc.	$12.1M	2.44%	0.03%	+0.4%	Q4 2017
GEVGE Vernova Inc.	$11.7M	2.38%	0.01%	+2.5%	Q2 2024
AJGArthur J. Gallagher & Co.	$11.6M	2.35%	0.01%	+1.5%	Q3 2023
TTEKTetra Tech Inc	$9.78M	1.98%	0.11%	+0.2%	Q1 2018
NXPINXP Semiconductors N.V.	$9.19M	1.86%	0.02%	-10.9%	Q2 2013
ZTSZoetis Inc.	$8.25M	1.67%	0.01%	+4.5%	Q2 2020
UNPUnion Pacific Corp	$8.13M	1.65%	0.01%	-1.4%	Q2 2013
MLMMartin Marietta Materials Inc	$7.79M	1.58%	0.02%	-18.9%	Q1 2017
METAMeta Platforms, Inc.	$7.75M	1.57%	Not reported	+2.5%	Q4 2016
NEENextera Energy Inc	$7.53M	1.53%	0.00%	-3.7%	Q1 2020
CHDChurch & Dwight Co Inc	$7.47M	1.51%	0.04%	-0.2%	Q2 2013
EPDEnterprise Products Partners L.P.	$7.25M	1.47%	0.01%	-0.2%	Q2 2013
DHRDanaher Corp	$7.01M	1.42%	0.01%	-7.0%	Q2 2013
GOOGAlphabet Inc.	$5.34M	1.08%	Not reported	-0.1%	Q3 2015
CCJCameco Corp	$4.09M	0.83%	0.01%	New	Q3 2025
CRMSalesforce, Inc.	$2.87M	0.58%	0.00%	-19.9%	Q1 2019
OKEOneok Inc	$2.46M	0.50%	0.01%	-37.7%	Q1 2025
ABBVAbbVie Inc.	$2.45M	0.50%	0.00%	-0.1%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$2.2M	0.45%	Not reported	-1.7%	Q2 2013
XOMExxonMobil Holdings Corp	$1.78M	0.36%	0.00%	-0.6%	Q2 2013
ADPAutomatic Data Processing Inc	$1.61M	0.33%	0.00%	-0.4%	Q2 2013
BXBlackstone Inc.	$1.3M	0.26%	0.00%	Not reported	Q1 2015
ABTAbbott Laboratories	$1.29M	0.26%	0.00%	-4.9%	Q2 2013
PEPPepsico Inc	$1.24M	0.25%	0.00%	-0.8%	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$1.11M	0.22%	Not reported	-18.2%	Q2 2013
JNJJohnson & Johnson	$1.05M	0.21%	0.00%	-1.2%	Q2 2013
CSCOCisco Systems, Inc.	$998K	0.20%	0.00%	Not reported	Q2 2013
BLDTopBuild Corp	$952K	0.19%	0.01%	Not reported	Q3 2015
VLTOVeralto Corp	$947K	0.19%	0.00%	-1.2%	Q4 2023
MCDMcdonalds Corp	$917K	0.19%	0.00%	-1.8%	Q2 2013

Q2 2025Reported Jul 9, 202577 positions
AVGOBroadcom Inc.	$27.2M	5.91%	0.00%	-0.3%	Q4 2020
MSFTMicrosoft Corp	$23M	4.98%	0.00%	0.0%	Q3 2013
COSTCostco Wholesale Corp	$20.6M	4.48%	0.00%	-0.5%	Q2 2013
TJXTJX Companies Inc	$17.7M	3.83%	0.01%	+0.5%	Q2 2013
GOOGLAlphabet Inc.	$16.3M	3.53%	0.00%	-0.4%	Q3 2015
BKNGBooking Holdings Inc.	$15.2M	3.30%	0.01%	-0.6%	Q4 2020
ISRGIntuitive Surgical Inc	$15.1M	3.28%	0.01%	-0.1%	Q1 2019
NVDANvidia Corp	$15.1M	3.28%	0.00%	-0.5%	Q2 2024
URIUnited Rentals, Inc.	$14.4M	3.12%	0.03%	-0.3%	Q4 2020
HDHome Depot, Inc.	$14.3M	3.10%	0.00%	+0.4%	Q2 2013
AAPLApple Inc.	$14.2M	3.08%	0.00%	-0.8%	Q2 2013
CRWDCrowdStrike Holdings, Inc.	$13.9M	3.01%	0.01%	+1.7%	Q1 2024
HWMHowmet Aerospace Inc.	$13.2M	2.86%	0.02%	+0.6%	Q3 2024
VVisa Inc.	$13.1M	2.84%	0.00%	-0.7%	Q4 2015
CRHCRH Public Ltd Co	$12.7M	2.76%	0.02%	+0.5%	Q2 2020
TTTrane Technologies plc	$12.5M	2.71%	0.01%	+1.3%	Q2 2024
RTXRTX Corp	$12.5M	2.71%	0.01%	-0.1%	Q2 2020
AJGArthur J. Gallagher & Co.	$11.8M	2.56%	0.01%	+0.8%	Q3 2023
LDOSLeidos Holdings, Inc.	$11.4M	2.47%	0.06%	+0.3%	Q2 2020
TMOThermo Fisher Scientific Inc.	$10.6M	2.29%	0.01%	-0.9%	Q2 2013
XYLXylem Inc.	$10.5M	2.29%	0.03%	+0.7%	Q4 2017
TTEKTetra Tech Inc	$10.5M	2.28%	0.11%	+0.2%	Q1 2018
TELTE Connectivity plc	$10.3M	2.23%	0.02%	+0.1%	Q3 2020
NXPINXP Semiconductors N.V.	$9.9M	2.15%	0.02%	-5.1%	Q2 2013
GEVGE Vernova Inc.	$9.85M	2.14%	0.01%	+938.9%	Q2 2024
ZTSZoetis Inc.	$8.42M	1.83%	0.01%	+1.6%	Q2 2020
MLMMartin Marietta Materials Inc	$8.36M	1.81%	0.03%	-3.9%	Q1 2017
CHDChurch & Dwight Co Inc	$8.21M	1.78%	0.03%	-0.1%	Q2 2013
UNPUnion Pacific Corp	$8.03M	1.74%	0.01%	-5.8%	Q2 2013
METAMeta Platforms, Inc.	$7.61M	1.65%	Not reported	0.0%	Q4 2016
DHRDanaher Corp	$7.51M	1.63%	0.01%	-3.5%	Q2 2013
EPDEnterprise Products Partners L.P.	$7.2M	1.56%	0.01%	-0.3%	Q2 2013
NEENextera Energy Inc	$7.19M	1.56%	0.01%	-0.3%	Q1 2020
OKEOneok Inc	$4.41M	0.96%	0.01%	-2.0%	Q1 2025
CRMSalesforce, Inc.	$4.12M	0.89%	0.00%	-40.8%	Q1 2019
GOOGAlphabet Inc.	$3.9M	0.85%	Not reported	-0.7%	Q3 2015
NVONovo Nordisk A S	$2.26M	0.49%	Not reported	+8.3%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$2.08M	0.45%	Not reported	+3.8%	Q2 2013
ABBVAbbVie Inc.	$1.96M	0.43%	0.00%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$1.71M	0.37%	0.00%	-0.6%	Q2 2013
ADPAutomatic Data Processing Inc	$1.69M	0.37%	0.00%	-1.4%	Q2 2013
ABTAbbott Laboratories	$1.38M	0.30%	0.00%	Not reported	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$1.29M	0.28%	Not reported	-4.2%	Q2 2013
PEPPepsico Inc	$1.18M	0.26%	0.00%	-2.6%	Q2 2013
BXBlackstone Inc.	$1.13M	0.25%	0.00%	Not reported	Q1 2015
CSCOCisco Systems, Inc.	$1.01M	0.22%	0.00%	Not reported	Q2 2013
APDAir Products & Chemicals, Inc.	$913K	0.20%	0.00%	-5.0%	Q2 2013
VLTOVeralto Corp	$908K	0.20%	0.00%	-0.2%	Q4 2023
MCDMcdonalds Corp	$897K	0.19%	0.00%	-3.6%	Q2 2013
JNJJohnson & Johnson	$877K	0.19%	0.00%	-4.9%	Q2 2013

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