Renaissance Investment Group LLC

LENOX, MA · CIK 1509508 · 13F filing filed 2026-07-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLenox, MA

$508.4m reported value +9.2% vs Q1 2026

84positions

41.4%in top 10

7 new 23 added 40 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BROADCOM INC COM AVGO	AVGO	68,173	$25.8m5.07%	5.07%	Reduced -11.8k	-11,795 -14.8%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	69,694	$24.9m4.90%	4.90%	Reduced -10.4k	-10,413 -13.0%
3	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	29,891	$22.8m4.49%	4.49%	Added +469	+469 1.6%
4	GE VERNOVA INC COM GEV	GEV	19,339	$22.7m4.47%	4.47%	Reduced -1.2k	-1,167 -5.7%
5	TJX COS INC NEW COM TJX	TJX	132,164	$20.0m3.94%	3.94%	Reduced -847	-847 -0.6%
6	UNITED RENTALS INC COM URI	URI	17,401	$19.7m3.88%	3.88%	Reduced -174	-174 -1.0%
7	APPLE INC COM AAPL	AAPL	67,748	$19.6m3.86%	3.86%	Reduced -885	-885 -1.3%
8	COSTCO WHSL CORP NEW COM COST	COST	20,279	$19.0m3.73%	3.73%	Reduced -266	-266 -1.3%
9	NVIDIA CORPORATION COM NVDA	NVDA	94,002	$18.8m3.70%	3.70%	Reduced -1.1k	-1,072 -1.1%
10	MICROSOFT CORP COM MSFT	MSFT	45,497	$17.0m3.34%	3.34%	Reduced -166	-166 -0.4%
11	CARPENTER TECHNOLOGY CORP COM CRS	CRS	27,296	$16.8m3.31%	3.31%	Added +78	+78 0.3%
12	HOWMET AEROSPACE INC COM HWM	HWM	60,168	$16.2m3.18%	3.18%	Reduced -4.1k	-4,096 -6.4%
13	CRH PLC ORD CRH	CRH	136,287	$14.6m2.87%	2.87%	Reduced -481	-481 -0.3%
14	RTX CORPORATION COM RTX	RTX	76,650	$14.5m2.86%	2.86%	Reduced -2.7k	-2,672 -3.4%
15	TRANE TECHNOLOGIES PLC SHS TT	TT	29,345	$14.4m2.83%	2.83%	Reduced -99	-99 -0.3%
16	HOME DEPOT INC COM HD	HD	38,630	$13.6m2.68%	2.68%	Added +253	+253 0.7%
17	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	25,427	$12.7m2.51%	2.51%	Reduced -297	-297 -1.1%
18	VISA INC COM CL A V	V	36,193	$12.4m2.44%	2.44%	Reduced -133	-133 -0.4%
19	TE CONNECTIVITY PLC ORD SHS TEL	TEL	61,014	$12.3m2.42%	2.42%	Reduced -122	-122 -0.2%
20	BOOKING HOLDINGS INC COM BKNG	BKNG	64,359	$11.5m2.26%	2.26%	Reduced -466	-466 -0.7%
21	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	27,369	$10.9m2.14%	2.14%	Reduced -10	-10 -0.0%
22	NXP SEMICONDUCTORS N V COM NXPI	NXPI	38,566	$10.8m2.13%	2.13%	Reduced -311	-311 -0.8%
23	GALLAGHER ARTHUR J & CO COM AJG	AJG	43,844	$10.1m1.98%	1.98%	Added +2.0k	+2,000 4.8%
24	XYLEM INC COM XYL	XYL	83,407	$9.9m1.94%	1.94%	Added +4	+4 0.0%
25	NEXTERA ENERGY INC COM NEE	NEE	106,786	$9.4m1.84%	1.84%	Added +4.1k	+4,067 4.0%
26	TETRA TECH INC NEW COM TTEK	TTEK	293,841	$8.5m1.67%	1.67%	Reduced -1.2k	-1,176 -0.4%
27	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	228,226	$8.4m1.65%	1.65%	Reduced -484	-484 -0.2%
28	AMPHENOL CORP CL A APH	APH	46,119	$8.1m1.60%	1.60%	Added +40.4k	+40,424 709.8%
29	CHURCH & DWIGHT CO INC COM CHD	CHD	80,477	$7.8m1.53%	1.53%	Added +279	+279 0.3%
30	LEIDOS HOLDINGS INC COM LDOS	LDOS	71,471	$7.4m1.45%	1.45%	Reduced -55	-55 -0.1%
31	CAMECO CORP COM CCJ	CCJ	62,815	$6.4m1.26%	1.26%	Added +1.4k	+1,450 2.4%
32	DANAHER CORPORATION COM DHR	DHR	33,305	$6.3m1.25%	1.25%	Reduced -1.3k	-1,321 -3.8%
33	ALPHABET INC CAP STK CL C GOOG	GOOG	15,997	$5.7m1.11%	1.11%	Reduced -3.1k	-3,105 -16.2%
34	UNION PAC CORP COM UNP	UNP	20,056	$5.5m1.07%	1.07%	Reduced -1.7k	-1,680 -7.7%
35	MARTIN MARIETTA MATLS INC COM MLM	MLM	9,364	$5.4m1.06%	1.06%	Reduced -2.4k	-2,360 -20.1%
36	NEWMONT CORP COM NEM	NEM	56,679	$5.3m1.04%	1.04%	Added +405	+405 0.7%
37	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,521	$2.6m0.52%	0.52%	Reduced -151	-151 -4.1%
38	ABBVIE INC COM ABBV	ABBV	9,842	$2.5m0.49%	0.49%	Unchanged
39	EXXON MOBIL CORP COM XOM	XOM	15,110	$2.1m0.41%	0.41%	Reduced -130	-130 -0.8%
40	CISCO SYS INC COM CSCO	CSCO	14,516	$1.7m0.34%	0.34%	Unchanged
41	JOHNSON & JOHNSON COM JNJ	JNJ	5,580	$1.4m0.28%	0.28%	Reduced -337	-337 -5.7%
42	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	5,301	$1.2m0.23%	0.23%	Added +233	+233 4.6%
43	ELI LILLY & CO COM LLY	LLY	940	$1.1m0.22%	0.22%	Unchanged
44	PEPSICO INC COM PEP	PEP	7,686	$1.0m0.20%	0.20%	Added +638	+638 9.1%
45	MERCK & CO INC COM MRK	MRK	8,037	$1.0m0.20%	0.20%	Added +204	+204 2.6%
46	MORGAN STANLEY COM NEW MS	MS	4,550	$951.1k0.19%	0.19%	Unchanged
47	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,273	$895.4k0.18%	0.18%	Reduced -114	-114 -8.2%
48	ABBOTT LABS COM ABT	ABT	9,663	$876.8k0.17%	0.17%	Added +262	+262 2.8%
49	APPLIED MATLS INC COM AMAT	AMAT	1,183	$855.3k0.17%	0.17%	New
50	MCDONALDS CORP COM MCD	MCD	3,057	$826.3k0.16%	0.16%	Added +141	+141 4.8%
51	BLACKSTONE INC COM BX	BX	6,960	$819.0k0.16%	0.16%	Reduced -440	-440 -6.0%
52	INTEL CORP COM INTC	INTC	5,550	$774.9k0.15%	0.15%	Unchanged
53	AIR PRODS & CHEMS INC COM APD	APD	2,492	$730.6k0.14%	0.14%	Unchanged
54	TOPBUILD CORP COM BLD	BLD	2,000	$709.1k0.14%	0.14%	Reduced -100	-100 -4.8%
55	GE AEROSPACE COM NEW GE	GE	1,777	$664.1k0.13%	0.13%	Added +583	+583 48.8%
56	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,185	$592.9k0.12%	0.12%	Added +240	+240 25.4%
57	CHEVRON CORP NEW COM CVX	CVX	3,470	$575.2k0.11%	0.11%	Unchanged
58	WALMART INC COM WMT	WMT	5,015	$568.0k0.11%	0.11%	Reduced -10	-10 -0.2%
59	EATON CORP PLC SHS ETN	ETN	1,330	$566.7k0.11%	0.11%	Added +700	+700 111.1%
60	AMGEN INC COM AMGN	AMGN	1,534	$555.5k0.11%	0.11%	Reduced -100	-100 -6.1%
61	JPMORGAN CHASE & CO COM JPM	JPM	1,576	$515.9k0.10%	0.10%	Added +585	+585 59.0%
62	COLGATE PALMOLIVE CO COM CL	CL	5,463	$500.8k0.10%	0.10%	Added +99	+99 1.9%
63	ANALOG DEVICES INC COM ADI	ADI	1,225	$486.5k0.10%	0.10%	Unchanged
64	PROCTER AND GAMBLE CO COM PG	PG	3,095	$453.9k0.09%	0.09%	Added +254	+254 8.9%
65	CATERPILLAR INC COM CAT	CAT	414	$440.9k0.09%	0.09%	Reduced -20	-20 -4.6%
66	CSX CORP COM CSX	CSX	8,000	$380.2k0.07%	0.07%	Unchanged
67	ECOLAB INC COM ECL	ECL	1,361	$379.2k0.07%	0.07%	Added +111	+111 8.9%
68	CUMMINS INC COM CMI	CMI	525	$374.4k0.07%	0.07%	Reduced -50	-50 -8.7%
69	DOVER CORP COM DOV	DOV	1,600	$358.8k0.07%	0.07%	Reduced -350	-350 -17.9%
70	WOODWARD INC COM WWD	WWD	740	$314.8k0.06%	0.06%	Reduced -290	-290 -28.2%
71	QUALCOMM INC COM QCOM	QCOM	1,700	$314.1k0.06%	0.06%	New
72	ILLINOIS TOOL WKS INC COM ITW	ITW	1,133	$306.4k0.06%	0.06%	Added +328	+328 40.8%
73	DELL TECHNOLOGIES INC CL C DELL	DELL	675	$291.2k0.06%	0.06%	New
74	CORNING INC COM GLW	GLW	1,100	$281.0k0.06%	0.06%	New
75	STRYKER CORPORATION COM SYK	SYK	880	$277.1k0.05%	0.05%	Unchanged
76	EMERSON ELEC CO COM EMR	EMR	1,615	$231.2k0.05%	0.05%	Unchanged
77	ISHARES INC MSCI GERMANY ETF EWG	EWG	5,550	$229.6k0.05%	0.05%	Unchanged
78	VERALTO CORP COM SHS VLTO	VLTO	2,551	$226.3k0.04%	0.04%	Reduced -5.9k	-5,906 -69.8%
79	PFIZER INC COM PFE	PFE	9,150	$220.3k0.04%	0.04%	Unchanged
80	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	1,000	$216.6k0.04%	0.04%	Reduced -100	-100 -9.1%
81	BANK AMERICA CORP COM BAC	BAC	3,784	$215.6k0.04%	0.04%	New
82	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	106	$210.9k0.04%	0.04%	New
83	LOWES COS INC COM LOW	LOW	925	$204.0k0.04%	0.04%	Unchanged
84	UNITEDHEALTH GROUP INC COM UNH	UNH	482	$200.3k0.04%	0.04%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ZOETIS INC ZTS	ZTS	19,153	$2.3m19.2k shares
META PLATFORMS INC META	META	2,630	$1.5m2.6k shares
L3HARRIS TECHNOLOGIES INC LHX	LHX	620	$214.0k620 shares
HONEYWELL INTL INC		470	$212.6k470 shares