Renaissance Investment Group LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Eaton Corp plc	—	$200.7K	630	0.0%
INTEL CORP	—	$204.8K	5,550	0.0%
PayPal Holdings, Inc.	—	$209.3K	3,585	0.0%
EMERSON ELECTRIC CO	—	$214.3K	1,615	0.0%
LOWES COMPANIES INC	—	$223.1K	925	0.0%
JPMORGAN CHASE & CO	—	$227.5K	706	0.0%
ISHARES INC	—	$235.9K	5,550	0.0%
PFIZER INC	—	$277.6K	11,150	0.1%
CATERPILLAR INC	—	$279.6K	488	0.1%
CUMMINS INC	—	$293.5K	575	0.1%
ECOLAB INC.	—	$316.9K	1,207	0.1%
Woodward Inc	—	$317.4K	1,050	0.1%
CSX CORP	—	$319.4K	8,810	0.1%
ANALOG DEVICES INC	—	$332.2K	1,225	0.1%
GENERAL ELECTRIC CO	—	$335.4K	1,089	0.1%
STRYKER CORP	—	$362.0K	1,030	0.1%
DOVER Corp	—	$380.7K	1,950	0.1%
COLGATE PALMOLIVE CO	—	$406.5K	5,144	0.1%
PROCTER & GAMBLE Co	—	$417.9K	2,916	0.1%
Amazon.com Inc	—	$433.9K	1,880	0.1%
CHEVRON CORP	—	$495.8K	3,253	0.1%
AMGEN INC	—	$559.4K	1,709	0.1%
Walmart Inc.	—	$559.8K	5,025	0.1%
Warren E. Buffett	—	$635.8K	1,265	0.1%
Air Products & Chemicals, Inc.	—	$756.4K	3,062	0.2%
Morgan Stanley	—	$807.8K	4,550	0.2%
Veralto Corp	—	$861.3K	8,632	0.2%
Merck & Co., Inc.	—	$882.9K	8,388	0.2%
MCDONALD'S CORP	—	$914.1K	2,991	0.2%
SPDR S&P MIDCAP 400 ETF TR	—	$961.0K	1,593	0.2%
TopBuild Corp	—	$967.9K	2,320	0.2%
CISCO SYSTEMS, INC.	—	$1.09M	14,184	0.2%
ELI LILLY & Co	—	$1.12M	1,040	0.2%
Blackstone Inc	—	$1.15M	7,430	0.2%
PEPSICO INC	—	$1.16M	8,103	0.2%
JOHNSON & JOHNSON	—	$1.19M	5,755	0.2%
ABBOTT LABORATORIES	—	$1.20M	9,590	0.2%
AUTOMATIC DATA PROCESSING INC	—	$1.33M	5,168	0.3%
ONEOK Inc	—	$1.83M	24,964	0.4%
EXXON MOBIL CORP	—	$1.89M	15,680	0.4%
AbbVie Inc.	—	$2.29M	10,040	0.5%
Zoetis Inc.	—	$2.33M	18,535	0.5%
SPDR S&P 500 ETF TR	—	$2.45M	3,595	0.5%
CAMECO CORP	—	$5.24M	57,238	1.1%
CHURCH & DWIGHT CO INC /DE	—	$6.66M	79,475	1.3%
Alphabet Inc.	—	$6.72M	21,430	1.4%
Meta Platforms Inc	—	$6.98M	10,571	1.4%
ENTERPRISE PRODUCTS PARTNERS L.P.EPD	MLP	$7.42M	231,560	1.5%
MARTIN MARIETTA MATERIALS INC	—	$7.67M	12,317	1.5%
Union Pacific Corp	—	$7.84M	33,893	1.6%