Renaissance Investment Group LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NEXTERA ENERGY INC | $7.99M | 1.6% |
| DANAHER CORP /DE | $8.05M | 1.6% |
| CARPENTER TECHNOLOGY CORP | $8.14M | 1.6% |
| NXP Semiconductors N.V. | $8.69M | 1.8% |
| TETRA TECH INC | $9.80M | 2.0% |
| Arthur J. Gallagher & Co. | $9.91M | 2.0% |
| Xylem Inc. | $11.24M | 2.3% |
| Trane Technologies plc | $11.34M | 2.3% |
| Leidos Holdings Inc | $12.84M | 2.6% |
| Visa Inc | $12.88M | 2.6% |
| CrowdStrike Holdings, Inc. | $13.04M | 2.6% |
| HOME DEPOT, INC. | $13.14M | 2.6% |
| GE Vernova Inc. | $13.23M | 2.7% |
| TE Connectivity PLC | $13.87M | 2.8% |
| Booking Holdings Inc | $13.92M | 2.8% |
| Howmet Aerospace Inc. | $14.11M | 2.8% |
| United Rentals Inc | $14.42M | 2.9% |
| THERMO FISHER SCIENTIFIC INC. | $14.94M | 3.0% |
| Intuitive Surgical Inc | $15.59M | 3.1% |
| RTX Corp | $15.62M | 3.1% |
| CRH PUBLIC LTD CO | $16.99M | 3.4% |
| COSTCO WHOLESALE CORP /NEW | $17.84M | 3.6% |
| NVIDIA Corp | $17.90M | 3.6% |
| Apple Inc. | $19.25M | 3.9% |
| TJX Cos Inc/The | $21.11M | 4.3% |
| MICROSOFT CORP | $22.20M | 4.5% |
| Alphabet Inc. | $27.25M | 5.5% |
| Broadcom Inc. | $29.10M | 5.9% |