Renaissance Investment Group Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 8, 2026, Renaissance Investment Group Llc disclosed 84 stock positions valued at approximately $508.40M as of quarter-end June 30, 2026. The largest holdings include BROADCOM INC, ALPHABET INC, and CROWDSTRIKE HLDGS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 84
- Portfolio Value
- $508.40M
Holdings by Sector
Renaissance Investment Group Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BROADCOM INC | AVGO | Technology | 5.07% | 68,173 | -11,795 | -14.75% | $25,752,256 |
| ALPHABET INC | GOOGL | Communication Services | 4.90% | 69,694 | -10,413 | -13.00% | $24,906,706 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 4.49% | 29,891 | +469 | +1.59% | $22,811,018 |
| GE VERNOVA INC | GEV | Utilities | 4.47% | 19,339 | -1,167 | -5.69% | $22,721,029 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 3.94% | 132,164 | -847 | -0.64% | $20,022,911 |
| UNITED RENTALS INC | URI | Industrials | 3.88% | 17,401 | -174 | -0.99% | $19,713,880 |
| APPLE INC | AAPL | Technology | 3.86% | 67,748 | -885 | -1.29% | $19,603,672 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 3.73% | 20,279 | -266 | -1.29% | $18,970,139 |
| NVIDIA CORPORATION | NVDA | Technology | 3.70% | 94,002 | -1,072 | -1.13% | $18,808,839 |
| MICROSOFT CORP | MSFT | Technology | 3.34% | 45,497 | -166 | -0.36% | $16,971,344 |
| CARPENTER TECHNOLOGY CORP | CRS | Industrials | 3.31% | 27,296 | +78 | +0.29% | $16,837,265 |
| HOWMET AEROSPACE INC | HWM | Industrials | 3.18% | 60,168 | -4,096 | -6.37% | $16,176,876 |
| CRH PLC | CRH | Other | 2.87% | 136,287 | -481 | -0.35% | $14,582,757 |
| RTX CORPORATION | RTX | Industrials | 2.86% | 76,650 | -2,672 | -3.37% | $14,542,862 |
| TRANE TECHNOLOGIES PLC | TT | Other | 2.83% | 29,345 | -99 | -0.34% | $14,412,938 |
| HOME DEPOT INC | HD | Consumer Cyclical | 2.68% | 38,630 | +253 | +0.66% | $13,624,149 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 2.51% | 25,427 | -297 | -1.15% | $12,748,319 |
| VISA INC | V | Financial Services | 2.44% | 36,193 | -133 | -0.37% | $12,417,353 |
| TE CONNECTIVITY PLC | TEL | Other | 2.42% | 61,014 | -122 | -0.20% | $12,301,113 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 2.26% | 64,359 | +61,766 | +2382.03% | $11,471,393 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 2.14% | 27,369 | -10 | -0.04% | $10,883,985 |
| NXP SEMICONDUCTORS N V | NXPI | Technology | 2.13% | 38,566 | -311 | -0.80% | $10,838,217 |
| GALLAGHER ARTHUR J & CO | AJG | Financial Services | 1.98% | 43,844 | +2,000 | +4.78% | $10,065,196 |
| XYLEM INC | XYL | Industrials | 1.94% | 83,407 | +4 | +0.00% | $9,859,530 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.84% | 106,786 | +4,067 | +3.96% | $9,372,616 |
| TETRA TECH INC NEW | TTEK | Industrials | 1.67% | 293,841 | -1,176 | -0.40% | $8,489,056 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 1.65% | 228,226 | -484 | -0.21% | $8,389,587 |
| AMPHENOL CORP | APH | Technology | 1.60% | 46,119 | +40,424 | +709.82% | $8,131,702 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 1.53% | 80,477 | +279 | +0.35% | $7,796,651 |
| LEIDOS HOLDINGS INC | LDOS | Technology | 1.45% | 71,471 | -55 | -0.08% | $7,359,366 |
Showing 30 of 84 holdings in the latest reporting period.