Renaissance Investment Group LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Broadcom Inc.	—	$29.10M	84,084	5.9%
Alphabet Inc.	—	$27.25M	87,061	5.5%
MICROSOFT CORP	—	$22.20M	45,909	4.5%
TJX Cos Inc/The	—	$21.11M	137,395	4.3%
Apple Inc.	—	$19.25M	70,805	3.9%
NVIDIA Corp	—	$17.90M	95,994	3.6%
COSTCO WHOLESALE CORP /NEW	—	$17.84M	20,689	3.6%
CRH PUBLIC LTD CO	—	$16.99M	136,125	3.4%
RTX Corp	—	$15.62M	85,183	3.1%
Intuitive Surgical Inc	—	$15.59M	27,522	3.1%
THERMO FISHER SCIENTIFIC INC.	—	$14.94M	25,775	3.0%
United Rentals Inc	—	$14.42M	17,814	2.9%
Howmet Aerospace Inc.	—	$14.11M	68,822	2.8%
Booking Holdings Inc	—	$13.92M	2,599	2.8%
TE Connectivity PLC	—	$13.87M	60,982	2.8%
GE Vernova Inc.	—	$13.23M	20,237	2.7%
HOME DEPOT, INC.	—	$13.14M	38,198	2.6%
CrowdStrike Holdings, Inc.	—	$13.04M	27,810	2.6%
Visa Inc	—	$12.88M	36,728	2.6%
Leidos Holdings Inc	—	$12.84M	71,187	2.6%
Trane Technologies plc	—	$11.34M	29,146	2.3%
Xylem Inc.	—	$11.24M	82,543	2.3%
Arthur J. Gallagher & Co.	—	$9.91M	38,311	2.0%
TETRA TECH INC	—	$9.80M	292,148	2.0%
NXP Semiconductors N.V.	—	$8.69M	40,041	1.8%
CARPENTER TECHNOLOGY CORP	—	$8.14M	25,859	1.6%
DANAHER CORP /DE	—	$8.05M	35,144	1.6%
NEXTERA ENERGY INC	—	$7.99M	99,492	1.6%
Union Pacific Corp	—	$7.84M	33,893	1.6%
MARTIN MARIETTA MATERIALS INC	—	$7.67M	12,317	1.5%
ENTERPRISE PRODUCTS PARTNERS L.P.EPD	MLP	$7.42M	231,560	1.5%
Meta Platforms Inc	—	$6.98M	10,571	1.4%
Alphabet Inc.	—	$6.72M	21,430	1.4%
CHURCH & DWIGHT CO INC /DE	—	$6.66M	79,475	1.3%
CAMECO CORP	—	$5.24M	57,238	1.1%
SPDR S&P 500 ETF TR	—	$2.45M	3,595	0.5%
Zoetis Inc.	—	$2.33M	18,535	0.5%
AbbVie Inc.	—	$2.29M	10,040	0.5%
EXXON MOBIL CORP	—	$1.89M	15,680	0.4%
ONEOK Inc	—	$1.83M	24,964	0.4%
AUTOMATIC DATA PROCESSING INC	—	$1.33M	5,168	0.3%
ABBOTT LABORATORIES	—	$1.20M	9,590	0.2%
JOHNSON & JOHNSON	—	$1.19M	5,755	0.2%
PEPSICO INC	—	$1.16M	8,103	0.2%
Blackstone Inc	—	$1.15M	7,430	0.2%
ELI LILLY & Co	—	$1.12M	1,040	0.2%
CISCO SYSTEMS, INC.	—	$1.09M	14,184	0.2%
TopBuild Corp	—	$967.9K	2,320	0.2%
SPDR S&P MIDCAP 400 ETF TR	—	$961.0K	1,593	0.2%
MCDONALD'S CORP	—	$914.1K	2,991	0.2%