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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 2025-03-31, filed 2025-05-07, with 73 holding rows worth $411,872,719.

Accession
0001509508-25-000003
Filer
CIK 1509508
Filed
2025-05-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 73 entries on the cover page, a total value of $411,872,719 stated on the cover page (in dollars after the unit check, H1), rows summing to $411,872,719 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
Costco Wholesale Corporation22160K105COM20,941$19,805,607dollars as filed
Microsoft Corp594918104COM46,186$17,337,653dollars as filed
TJX Companies Inc872540109COM142,173$17,316,626dollars as filed
Broadcom Inc.11135F101COM99,053$16,584,444dollars as filed
Apple Inc037833100COM69,762$15,496,147dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM92,600$14,319,726dollars as filed
Home Depot, Inc437076102COM38,757$14,204,046dollars as filed
Intuitive Surgical,Inc.46120E602COM27,799$13,768,011dollars as filed
Thermo Fisher Scientific Inc.883556102COM26,297$13,085,428dollars as filed
Visa Inc92826C839COM37,079$12,994,706dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock36,619$12,642,344dollars as filed
Booking Holdings Inc.09857L108COM2,642$12,172,608dollars as filed
CRH PLC ORDG25508105Stock137,890$12,130,183dollars as filed
UNITED RENTALS INC COM911363109Stock19,116$11,980,020dollars as filed
Raytheon Technologies Corporation75513E101COM85,548$11,331,623dollars as filed
NVIDIA Corp67066G104COM96,000$10,404,459dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock71,998$9,715,477dollars as filed
XYLEM INC COM98419M100Stock80,857$9,659,177dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock28,195$9,499,459dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM26,806$9,451,259dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock85,498$9,412,475dollars as filed
HOWMET AEROSPACE INC COM443201108Stock70,335$9,124,560dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock47,745$9,074,415dollars as filed
ZOETIS INC CL A98978V103Stock53,168$8,754,116dollars as filed
Union Pacific Corporation907818108COM37,019$8,745,369dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock60,749$8,585,049dollars as filed
TETRA TECH INC NEW88162G103COM292,101$8,543,947dollars as filed
Danaher Corporation235851102COM39,388$8,074,491dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM232,924$7,952,024dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock15,846$7,576,448dollars as filed
NextEra Energy,Inc.65339F101COM103,913$7,366,393dollars as filed
Salesforce.com, Inc79466L302COM25,480$6,837,813dollars as filed
META PLATFORMS INC CL A30303M102COM10,305$5,939,473dollars as filed
ONEOK INC NEW682680103COM55,154$5,472,380dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM22,113$3,454,649dollars as filed
HALLIBURTON CO COM406216101Stock117,383$2,978,016dollars as filed
AbbVie,Inc.00287Y109COM10,573$2,215,255dollars as filed
NOVO-NORDISK A S ADR670100205ADR30,201$2,097,157dollars as filed
EXXON MOBIL CORP30231G102COM15,980$1,900,501dollars as filed
SPY78462F103SHS3,239$1,811,669dollars as filed
Automatic Data Processing,Inc.053015103COM5,570$1,701,802dollars as filed
PepsiCo,Inc.713448108COM9,175$1,375,625dollars as filed
Abbott Laboratories002824100COM10,140$1,345,071dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS2,373$1,265,948dollars as filed
BLACKSTONE INC09260D107COM7,580$1,059,532dollars as filed
AIR PRODS & CHEMS INC009158106COM3,406$1,004,498dollars as filed
Johnson & Johnson478160104COM6,035$1,000,844dollars as filed
McDonalds Corporation580135101COM3,186$995,211dollars as filed
Cisco Systems,Inc.17275R102COM14,584$899,963dollars as filed
VERALTO CORP COM SHS92338C103Stock9,008$877,830dollars as filed
Eli Lilly and Company532457108COM1,040$858,946dollars as filed
TOPBUILD COR COM89055F103Stock2,585$788,296dollars as filed
Merck & Co.,Inc.58933Y105COM8,647$776,155dollars as filed
TRACTOR SUPPLY CO COM892356106Stock12,870$709,137dollars as filed
Berkshire Hathaway Inc084670702COM1,300$692,277dollars as filed
Amgen Inc.031162100COM1,860$579,483dollars as filed
GE Vernova Inc.36828A101COM1,791$546,756dollars as filed
Chevron Corporation166764100COM3,253$544,194dollars as filed
Morgan Stanley617446448COM4,550$530,849dollars as filed
Procter & Gamble Co742718109COM3,066$522,508dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock5,144$481,993dollars as filed
Walmart Inc.931142103COM5,025$441,145dollars as filed
Stryker Corporation863667101COM1,030$383,418dollars as filed
DOVER CORP COM260003108Stock1,950$342,576dollars as filed
Amazon.com, Inc023135106COM1,750$332,955dollars as filed
ECOLAB INC COM278865100Stock1,257$318,675dollars as filed
Pfizer Inc.717081103COM11,150$282,541dollars as filed
CSX Corporation126408103COM8,810$259,278dollars as filed
Analog Devices,Inc.032654105COM1,275$257,129dollars as filed
PAYPALHLDGSINC70450Y103STOK3,585$233,921dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock1,350$223,358dollars as filed
Lowes Companies,Inc.548661107COM925$215,738dollars as filed
WOODWARD INC COM980745103Stock1,150$209,864dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001509508-25-000003this filing2025-05-07acceptance time not in the bulk data set