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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 2025-06-30, filed 2025-07-09, with 78 holding rows worth $460,880,286.

Accession
0001509508-25-000004
Filer
CIK 1509508
Filed
2025-07-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 78 entries on the cover page, a total value of $460,880,286 stated on the cover page (in dollars after the unit check, H1), rows summing to $460,880,286 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.11135F101COM98,766$27,224,848dollars as filed
Microsoft Corp594918104COM46,176$22,968,324dollars as filed
Costco Wholesale Corporation22160K105COM20,845$20,635,330dollars as filed
TJX Companies Inc872540109COM142,945$17,652,232dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM92,280$16,262,575dollars as filed
Booking Holdings Inc.09857L108COM2,627$15,209,781dollars as filed
Intuitive Surgical,Inc.46120E602COM27,781$15,096,473dollars as filed
NVIDIA Corp67066G104COM95,541$15,094,495dollars as filed
UNITED RENTALS INC COM911363109Stock19,059$14,359,080dollars as filed
Home Depot, Inc437076102COM38,906$14,264,464dollars as filed
Apple Inc037833100COM69,239$14,205,770dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM27,254$13,880,735dollars as filed
HOWMET AEROSPACE INC COM443201108Stock70,747$13,168,139dollars as filed
Visa Inc92826C839COM36,824$13,074,361dollars as filed
CRH PLC ORDG25508105Stock138,544$12,718,339dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock28,558$12,491,555dollars as filed
Raytheon Technologies Corporation75513E101COM85,434$12,475,009dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock36,905$11,814,029dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock72,187$11,388,143dollars as filed
Thermo Fisher Scientific Inc.883556102COM26,068$10,569,568dollars as filed
XYLEM INC COM98419M100Stock81,430$10,533,785dollars as filed
TETRA TECH INC NEW88162G103COM292,645$10,523,505dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock60,816$10,257,835dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock45,305$9,898,689dollars as filed
GE Vernova Inc.36828A101COM18,607$9,845,894dollars as filed
ZOETIS INC CL A98978V103Stock53,990$8,419,745dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock15,227$8,359,014dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock85,430$8,210,677dollars as filed
Union Pacific Corporation907818108COM34,882$8,025,651dollars as filed
META PLATFORMS INC CL A30303M102COM10,306$7,606,881dollars as filed
Danaher Corporation235851102COM38,007$7,507,856dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM232,194$7,200,335dollars as filed
NextEra Energy,Inc.65339F101COM103,584$7,190,801dollars as filed
ONEOK INC NEW682680103COM54,032$4,410,632dollars as filed
Salesforce.com, Inc79466L302COM15,094$4,115,983dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM21,965$3,896,306dollars as filed
NOVO-NORDISK A S ADR670100205ADR32,699$2,256,885dollars as filed
SPY78462F103SHS3,361$2,076,382dollars as filed
AbbVie,Inc.00287Y109COM10,573$1,962,560dollars as filed
EXXON MOBIL CORP30231G102COM15,880$1,711,864dollars as filed
Automatic Data Processing,Inc.053015103COM5,495$1,694,658dollars as filed
Abbott Laboratories002824100COM10,140$1,379,141dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS2,273$1,287,609dollars as filed
PepsiCo,Inc.713448108COM8,933$1,179,513dollars as filed
BLACKSTONE INC09260D107COM7,580$1,133,816dollars as filed
Cisco Systems,Inc.17275R102COM14,584$1,011,820dollars as filed
AIR PRODS & CHEMS INC009158106COM3,236$912,746dollars as filed
VERALTO CORP COM SHS92338C103Stock8,991$907,641dollars as filed
McDonalds Corporation580135101COM3,071$897,254dollars as filed
Johnson & Johnson478160104COM5,739$876,632dollars as filed
Eli Lilly and Company532457108COM1,040$810,711dollars as filed
TOPBUILD COR COM89055F103Stock2,435$788,307dollars as filed
Merck & Co.,Inc.58933Y105COM8,397$664,707dollars as filed
Morgan Stanley617446448COM4,550$640,913dollars as filed
Berkshire Hathaway Inc084670702COM1,300$631,431dollars as filed
TRACTOR SUPPLY CO COM892356106Stock9,390$495,510dollars as filed
Walmart Inc.931142103COM5,025$491,345dollars as filed
Procter & Gamble Co742718109COM3,066$488,475dollars as filed
Amgen Inc.031162100COM1,749$488,338dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock5,144$467,590dollars as filed
Chevron Corporation166764100COM3,253$465,797dollars as filed
Stryker Corporation863667101COM1,030$407,499dollars as filed
Amazon.com, Inc023135106COM1,750$383,933dollars as filed
DOVER CORP COM260003108Stock1,950$357,299dollars as filed
ECOLAB INC COM278865100Stock1,257$338,686dollars as filed
Analog Devices,Inc.032654105COM1,225$291,575dollars as filed
CSX Corporation126408103COM8,810$287,470dollars as filed
Pfizer Inc.717081103COM11,150$270,276dollars as filed
PAYPALHLDGSINC70450Y103STOK3,585$266,437dollars as filed
WOODWARD INC COM980745103Stock1,050$257,345dollars as filed
ISHARES INC MSCI GERMANY ETF464286806MSCI GERMANY ETF5,550$234,821dollars as filed
General Electric Company369604301COM880$226,503dollars as filed
Honeywell Technologies438516106COM941$219,068dollars as filed
Caterpillar Inc.149123101COM563$218,562dollars as filed
EMERSON ELEC CO COM291011104Stock1,615$215,328dollars as filed
Eaton Corp. PlcG29183103COM600$214,194dollars as filed
JPMorgan Chase & Co46625H100COM716$207,576dollars as filed
Lowes Companies,Inc.548661107COM925$205,230dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001509508-25-000004this filing2025-07-09acceptance time not in the bulk data set