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 $496.4M. In the most recent quarter, they have increased their positions in CRS (+25.9K shares, valued at $8.1M), CCJ (+8.4K shares, valued at $772.5K), GEV (+1.2K shares, valued at $762.1K); decreased their positions in ZTS (-37.9K shares, valued at $4.8M), N/A (-8.1K shares, valued at $2.8M), N/A (-4.9K shares, valued at $1.5M); initiated new positions in CRS (+25.9K shares, valued at $8.1M), INTC (+5.5K shares, valued at $204.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BROADCOM INC BROADCOM INC84.1K shares-8.80%2025-12-312026-01-06
ALPHABET INC ALPHABET INC87.1K shares-5.31%2025-12-312026-01-06 MSFT MICROSOFT CORP45.9K shares-0.36%2025-12-312026-01-06 TJX TJX COS INC NEW137.4K shares-2.84%2025-12-312026-01-06 AAPL APPLE INC70.8K shares-0.44%2025-12-312026-01-06 NVDA NVIDIA CORPORATION96.0K shares0.34%2025-12-312026-01-06 COST COSTCO WHSL CORP NEW20.7K shares-0.35%2025-12-312026-01-06 CRH PLC CRH PLC136.1K shares-1.45%2025-12-312026-01-06 RTX RTX CORPORATION85.2K shares0.06%2025-12-312026-01-06 ISRG INTUITIVE SURGICAL INC27.5K shares-0.65%2025-12-312026-01-06 TMO THERMO FISHER SCIENTIFIC INC25.8K shares-0.19%2025-12-312026-01-06 URI UNITED RENTALS INC17.8K shares-4.50%2025-12-312026-01-06 HWM HOWMET AEROSPACE INC68.8K shares-1.01%2025-12-312026-01-06 BKNG BOOKING HOLDINGS INC2.6K shares0.08%2025-12-312026-01-06 GEV GE VERNOVA INC20.2K shares6.11%2025-12-312026-01-06 HD HOME DEPOT INC38.2K shares-0.95%2025-12-312026-01-06 CRWD CROWDSTRIKE HLDGS INC27.8K shares1.38%2025-12-312026-01-06 V VISA INC36.7K shares-0.35%2025-12-312026-01-06 LDOS LEIDOS HOLDINGS INC71.2K shares-0.75%2025-12-312026-01-06 TT TRANE TECHNOLOGIES PLC29.1K shares1.69%2025-12-312026-01-06 XYL XYLEM INC82.5K shares0.96%2025-12-312026-01-06 AJG GALLAGHER ARTHUR J & CO38.3K shares2.29%2025-12-312026-01-06 TTEK TETRA TECH INC NEW292.1K shares-0.32%2025-12-312026-01-06 NXPI NXP SEMICONDUCTORS N V40.0K shares-0.80%2025-12-312026-01-06 CRS CARPENTER TECHNOLOGY CORP25.9K sharesnew addition2025-12-312026-01-06 DHR DANAHER CORPORATION35.1K shares-0.56%2025-12-312026-01-06 NEE NEXTERA ENERGY INC99.5K shares-0.26%2025-12-312026-01-06 UNP UNION PAC CORP33.9K shares-1.45%2025-12-312026-01-06 MLM MARTIN MARIETTA MATLS INC12.3K shares-0.32%2025-12-312026-01-06 EPD ENTERPRISE PRODS PARTNERS L231.6K shares-0.09%2025-12-312026-01-06 META META PLATFORMS INC10.6K shares0.12%2025-12-312026-01-06 ALPHABET INC ALPHABET INC21.4K shares-2.31%2025-12-312026-01-06 CHD CHURCH & DWIGHT CO INC79.5K shares-6.78%2025-12-312026-01-06 CCJ CAMECO CORP57.2K shares17.31%2025-12-312026-01-06 SPY SPDR S&P 500 ETF TR3.6K shares8.77%2025-12-312026-01-06 ZTS ZOETIS INC18.5K shares-67.14%2025-12-312026-01-06 ABBV ABBVIE INC10.0K shares-4.95%2025-12-312026-01-06 XOM EXXON MOBIL CORP15.7K shares-0.63%2025-12-312026-01-06 OKE ONEOK INC NEW25.0K shares-25.83%2025-12-312026-01-06 ADP AUTOMATIC DATA PROCESSING IN5.2K shares-5.61%2025-12-312026-01-06 ABT ABBOTT LABS9.6K shares-0.52%2025-12-312026-01-06 JNJ JOHNSON & JOHNSON5.8K shares1.46%2025-12-312026-01-06 PEP PEPSICO INC8.1K shares-8.57%2025-12-312026-01-06 LLY ELI LILLY & CO1.0K shares0.00%2025-12-312026-01-06 CSCO CISCO SYS INC14.2K shares-2.74%2025-12-312026-01-06 BLD TOPBUILD CORP2.3K shares-4.72%2025-12-312026-01-06 MDY SPDR S&P MIDCAP 400 ETF TR1.6K shares-14.35%2025-12-312026-01-06 MCD MCDONALDS CORP3.0K shares-0.83%2025-12-312026-01-06 VLTO VERALTO CORP8.6K shares-2.83%2025-12-312026-01-06 MS MORGAN STANLEY4.5K shares0.00%2025-12-312026-01-06 APD AIR PRODS & CHEMS INC3.1K shares-3.77%2025-12-312026-01-06 WMT WALMART INC5.0K shares0.00%2025-12-312026-01-06 AMGN AMGEN INC1.7K shares0.00%2025-12-312026-01-06 CVX CHEVRON CORP NEW3.3K shares0.00%2025-12-312026-01-06 AMZN AMAZON COM INC1.9K shares7.12%2025-12-312026-01-06 PG PROCTER AND GAMBLE CO2.9K shares-0.68%2025-12-312026-01-06 CL COLGATE PALMOLIVE CO5.1K shares0.00%2025-12-312026-01-06 DOV DOVER CORP1.9K shares0.00%2025-12-312026-01-06 SYK STRYKER CORPORATION1.0K shares0.00%2025-12-312026-01-06 GE AEROSPACE GE AEROSPACE1.1K shares0.00%2025-12-312026-01-06 ADI ANALOG DEVICES INC1.2K shares0.00%2025-12-312026-01-06 CSX CSX CORP8.8K shares0.00%2025-12-312026-01-06 WWD WOODWARD INC1.1K shares0.00%2025-12-312026-01-06 ECL ECOLAB INC1.2K shares-3.98%2025-12-312026-01-06 CMI CUMMINS INC575 shares0.00%2025-12-312026-01-06 CAT CATERPILLAR INC488 shares-4.87%2025-12-312026-01-06 PFE PFIZER INC11.2K shares0.00%2025-12-312026-01-06 EWG ISHARES INC5.5K shares0.00%2025-12-312026-01-06 JPM JPMORGAN CHASE & CO.706 shares0.00%2025-12-312026-01-06 LOW LOWES COS INC925 shares0.00%2025-12-312026-01-06 EMR EMERSON ELEC CO1.6K shares0.00%2025-12-312026-01-06 PYPL PAYPAL HLDGS INC3.6K shares0.00%2025-12-312026-01-06 INTC INTEL CORP5.5K sharesnew addition2025-12-312026-01-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available