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Disclosery

13F-HR filed by Renaissance Investment Group LLC

Renaissance Investment Group LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-16, with 78 holding rows worth $473,726,515.

Accession
0001509508-25-000001
Filer
CIK 1509508
Filed
2025-01-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 78 entries on the cover page, a total value of $473,726,515 stated on the cover page (in dollars after the unit check, H1), rows summing to $473,726,515 with VALUE read as dollars as filed, 13F file number 028-14051. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Broadcom Inc.11135F101COM117,301$27,195,064dollars as filed
Costco Wholesale Corporation22160K105COM23,373$21,416,005dollars as filed
Apple Inc037833100COM85,198$21,335,348dollars as filed
Microsoft Corp594918104COM49,670$20,935,715dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM99,461$18,828,043dollars as filed
TJX Companies Inc872540109COM151,218$18,268,602dollars as filed
Intuitive Surgical,Inc.46120E602COM30,151$15,737,616dollars as filed
Home Depot, Inc437076102COM37,195$14,468,517dollars as filed
UNITED RENTALS INC COM911363109Stock20,502$14,442,452dollars as filed
Booking Holdings Inc.09857L108COM2,881$14,315,260dollars as filed
Thermo Fisher Scientific Inc.883556102COM26,732$13,906,827dollars as filed
TETRA TECH INC NEW88162G103COM333,508$13,286,949dollars as filed
CRH PLC ORDG25508105Stock139,117$12,871,105dollars as filed
Visa Inc92826C839COM39,903$12,610,944dollars as filed
Danaher Corporation235851102COM50,454$11,581,603dollars as filed
NVIDIA Corp67066G104COM85,853$11,529,173dollars as filed
Raytheon Technologies Corporation75513E101COM96,743$11,195,047dollars as filed
Union Pacific Corporation907818108COM48,765$11,120,371dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock48,550$10,091,118dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock69,423$10,001,146dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock34,864$9,896,146dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock25,461$9,404,020dollars as filed
XYLEM INC COM98419M100Stock79,414$9,213,612dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock17,489$9,033,069dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock83,747$8,769,148dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock60,931$8,711,305dollars as filed
ZOETIS INC CL A98978V103Stock52,282$8,518,311dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM23,324$7,980,540dollars as filed
PepsiCo,Inc.713448108COM50,868$7,734,920dollars as filed
Salesforce.com, Inc79466L302COM22,933$7,667,190dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM238,442$7,477,540dollars as filed
NextEra Energy,Inc.65339F101COM96,665$6,929,914dollars as filed
TRACTOR SUPPLY CO COM892356106Stock125,220$6,644,173dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock25,099$6,613,335dollars as filed
HOWMET AEROSPACE INC COM443201108Stock55,191$6,036,240dollars as filed
META PLATFORMS INC CL A30303M102COM9,769$5,719,915dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM24,717$4,707,018dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS6,879$3,918,141dollars as filed
HALLIBURTON CO COM406216101Stock138,062$3,753,897dollars as filed
NOVO-NORDISK A S ADR670100205ADR28,825$2,479,527dollars as filed
SPY78462F103SHS3,693$2,164,185dollars as filed
AbbVie,Inc.00287Y109COM11,618$2,064,519dollars as filed
EXXON MOBIL CORP30231G102COM17,134$1,843,104dollars as filed
Automatic Data Processing,Inc.053015103COM6,000$1,756,380dollars as filed
BLACKSTONE INC09260D107COM9,122$1,572,815dollars as filed
Abbott Laboratories002824100COM11,320$1,280,405dollars as filed
TOPBUILD COR COM89055F103Stock4,075$1,268,711dollars as filed
AIR PRODS & CHEMS INC009158106COM3,861$1,119,844dollars as filed
VERALTO CORP COM SHS92338C103Stock10,928$1,113,017dollars as filed
Merck & Co.,Inc.58933Y105COM9,755$970,427dollars as filed
McDonalds Corporation580135101COM3,331$965,661dollars as filed
Johnson & Johnson478160104COM6,170$892,305dollars as filed
Cisco Systems,Inc.17275R102COM14,741$872,652dollars as filed
Eli Lilly and Company532457108COM1,040$802,880dollars as filed
Berkshire Hathaway Inc084670702COM1,379$625,007dollars as filed
Morgan Stanley617446448COM4,550$572,026dollars as filed
Amgen Inc.031162100COM2,160$562,982dollars as filed
Chevron Corporation166764100COM3,791$549,088dollars as filed
Walmart Inc.931142103COM5,873$530,626dollars as filed
Procter & Gamble Co742718109COM3,153$528,600dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock5,144$467,641dollars as filed
Stryker Corporation863667101COM1,137$409,377dollars as filed
Amazon.com, Inc023135106COM1,860$408,065dollars as filed
DOVER CORP COM260003108Stock1,950$365,820dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock1,990$351,036dollars as filed
UnitedHealth Group Inc91324P102COM669$338,420dollars as filed
PAYPALHLDGSINC70450Y103STOK3,720$317,502dollars as filed
Pfizer Inc.717081103COM11,150$295,810dollars as filed
ECOLAB INC COM278865100Stock1,257$294,540dollars as filed
CSX Corporation126408103COM9,110$293,980dollars as filed
Analog Devices,Inc.032654105COM1,350$286,821dollars as filed
Lowes Companies,Inc.548661107COM969$239,149dollars as filed
EMERSON ELEC CO COM291011104Stock1,775$219,976dollars as filed
Tesla Motors, Inc88160R101COM540$218,074dollars as filed
Honeywell Technologies438516106COM941$212,493dollars as filed
Caterpillar Inc.149123101COM563$204,234dollars as filed
WOODWARD INC COM980745103Stock1,220$203,032dollars as filed
CUMMINS INC COM231021106Stock575$200,445dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001509508-25-000001this filing2025-01-16acceptance time not in the bulk data set