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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 2025-12-31, filed 2026-01-06, with 78 holding rows worth $496,365,592.

Accession
0001509508-26-000001
Filer
CIK 1509508
Filed
2026-01-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 78 entries on the cover page, a total value of $496,365,592 stated on the cover page (in dollars after the unit check, H1), rows summing to $496,365,592 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.11135F101COM84,084$29,101,472dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM87,061$27,250,218dollars as filed
Microsoft Corp594918104COM45,909$22,202,560dollars as filed
TJX Companies Inc872540109COM137,395$21,105,189dollars as filed
Apple Inc037833100COM70,805$19,248,969dollars as filed
NVIDIA Corp67066G104COM95,994$17,902,927dollars as filed
Costco Wholesale Corporation22160K105COM20,689$17,840,981dollars as filed
CRH PLC ORDG25508105Stock136,125$16,988,400dollars as filed
Raytheon Technologies Corporation75513E101COM85,183$15,622,573dollars as filed
Intuitive Surgical,Inc.46120E602COM27,522$15,587,360dollars as filed
Thermo Fisher Scientific Inc.883556102COM25,775$14,935,387dollars as filed
UNITED RENTALS INC COM911363109Stock17,814$14,417,261dollars as filed
HOWMET AEROSPACE INC COM443201108Stock68,822$14,109,886dollars as filed
Booking Holdings Inc.09857L108COM2,599$13,919,842dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock60,982$13,874,015dollars as filed
GE Vernova Inc.36828A101COM20,237$13,226,296dollars as filed
Home Depot, Inc437076102COM38,198$13,143,800dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM27,810$13,036,216dollars as filed
Visa Inc92826C839COM36,728$12,880,877dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock71,187$12,842,050dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock29,146$11,343,623dollars as filed
XYLEM INC COM98419M100Stock82,543$11,240,638dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock38,311$9,914,504dollars as filed
TETRA TECH INC NEW88162G103COM292,148$9,798,636dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock40,041$8,691,299dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM25,859$8,141,448dollars as filed
Danaher Corporation235851102COM35,144$8,045,167dollars as filed
NextEra Energy,Inc.65339F101COM99,492$7,987,218dollars as filed
Union Pacific Corporation907818108COM33,893$7,840,129dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock12,317$7,669,303dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM231,560$7,423,813dollars as filed
META PLATFORMS INC CL A30303M102COM10,571$6,977,959dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM21,430$6,724,639dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock79,475$6,663,979dollars as filed
CAMECO CORP COM13321L108Stock57,238$5,236,705dollars as filed
SPY78462F103SHS3,595$2,451,277dollars as filed
ZOETIS INC CL A98978V103Stock18,535$2,332,032dollars as filed
AbbVie,Inc.00287Y109COM10,040$2,294,040dollars as filed
EXXON MOBIL CORP30231G102COM15,680$1,886,931dollars as filed
ONEOK INC NEW682680103COM24,964$1,834,854dollars as filed
Automatic Data Processing,Inc.053015103COM5,168$1,329,365dollars as filed
Abbott Laboratories002824100COM9,590$1,201,531dollars as filed
Johnson & Johnson478160104COM5,755$1,190,997dollars as filed
PepsiCo,Inc.713448108COM8,103$1,162,943dollars as filed
BLACKSTONE INC09260D107COM7,430$1,145,260dollars as filed
Eli Lilly and Company532457108COM1,040$1,117,667dollars as filed
Cisco Systems,Inc.17275R102COM14,184$1,092,573dollars as filed
TOPBUILD COR COM89055F103Stock2,320$967,881dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS1,593$961,025dollars as filed
McDonalds Corporation580135101COM2,991$914,139dollars as filed
Merck & Co.,Inc.58933Y105COM8,388$882,921dollars as filed
VERALTO CORP COM SHS92338C103Stock8,632$861,301dollars as filed
Morgan Stanley617446448COM4,550$807,762dollars as filed
AIR PRODS & CHEMS INC009158106COM3,062$756,375dollars as filed
Berkshire Hathaway Inc084670702COM1,265$635,779dollars as filed
Walmart Inc.931142103COM5,025$559,835dollars as filed
Amgen Inc.031162100COM1,709$559,373dollars as filed
Chevron Corporation166764100COM3,253$495,790dollars as filed
Amazon.com, Inc023135106COM1,880$433,942dollars as filed
Procter & Gamble Co742718109COM2,916$417,892dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock5,144$406,479dollars as filed
DOVER CORP COM260003108Stock1,950$380,718dollars as filed
Stryker Corporation863667101COM1,030$362,014dollars as filed
General Electric Company369604301COM1,089$335,445dollars as filed
Analog Devices,Inc.032654105COM1,225$332,220dollars as filed
CSX Corporation126408103COM8,810$319,363dollars as filed
WOODWARD INC COM980745103Stock1,050$317,436dollars as filed
ECOLAB INC COM278865100Stock1,207$316,862dollars as filed
CUMMINS INC COM231021106Stock575$293,509dollars as filed
Caterpillar Inc.149123101COM488$279,561dollars as filed
Pfizer Inc.717081103COM11,150$277,635dollars as filed
ISHARES INC MSCI GERMANY ETF464286806MSCI GERMANY ETF5,550$235,875dollars as filed
JPMorgan Chase & Co46625H100COM706$227,487dollars as filed
Lowes Companies,Inc.548661107COM925$223,073dollars as filed
EMERSON ELEC CO COM291011104Stock1,615$214,343dollars as filed
PAYPALHLDGSINC70450Y103STOK3,585$209,292dollars as filed
Intel Corp458140100COM5,550$204,795dollars as filed
Eaton Corp. PlcG29183103COM630$200,661dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001509508-26-000001this filing2026-01-06acceptance time not in the bulk data set