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Renaissance Investment Group LLC

All holdings · as of Dec 31, 2025

78 positions

CompanyClassValueShares% of portfolio
Merck & Co., Inc.$882.9K8,3880.2%
Veralto Corp$861.3K8,6320.2%
Morgan Stanley$807.8K4,5500.2%
Air Products & Chemicals, Inc.$756.4K3,0620.2%
Warren E. Buffett$635.8K1,2650.1%
Walmart Inc.$559.8K5,0250.1%
AMGEN INC$559.4K1,7090.1%
CHEVRON CORP$495.8K3,2530.1%
Amazon.com Inc$433.9K1,8800.1%
PROCTER & GAMBLE Co$417.9K2,9160.1%
COLGATE PALMOLIVE CO$406.5K5,1440.1%
DOVER Corp$380.7K1,9500.1%
STRYKER CORP$362.0K1,0300.1%
GENERAL ELECTRIC CO$335.4K1,0890.1%
ANALOG DEVICES INC$332.2K1,2250.1%
CSX CORP$319.4K8,8100.1%
Woodward Inc$317.4K1,0500.1%
ECOLAB INC.$316.9K1,2070.1%
CUMMINS INC$293.5K5750.1%
CATERPILLAR INC$279.6K4880.1%
PFIZER INC$277.6K11,1500.1%
ISHARES INC$235.9K5,5500.0%
JPMORGAN CHASE & CO$227.5K7060.0%
LOWES COMPANIES INC$223.1K9250.0%
EMERSON ELECTRIC CO$214.3K1,6150.0%
PayPal Holdings, Inc.$209.3K3,5850.0%
INTEL CORP$204.8K5,5500.0%
Eaton Corp plc$200.7K6300.0%
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