Renaissance Investment Group LLC 13F Holdings · Q2 2026
Renaissance Investment Group LLC reported 84 securities worth $508.40M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AVGO (5.07%), GOOGL (4.90%), CRWD (4.49%). Among its top 25 positions this quarter: 7 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $25.8M | 5.07% | 68,173 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $24.9M | 4.90% | 69,694 | Trimmed |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | $22.8M | 4.49% | 29,891 | Added |
| 4 | GEV | GE VERNOVA INC | $22.7M | 4.47% | 19,339 | Trimmed |
| 5 | TJX | TJX COS INC NEW | $20.0M | 3.94% | 132,164 | Trimmed |
| 6 | URI | UNITED RENTALS INC | $19.7M | 3.88% | 17,401 | Trimmed |
| 7 | AAPL | APPLE INC | $19.6M | 3.86% | 67,748 | Trimmed |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $19.0M | 3.73% | 20,279 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $18.8M | 3.70% | 94,002 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $17.0M | 3.34% | 45,497 | Trimmed |
| 11 | CRS | CARPENTER TECHNOLOGY CORP | $16.8M | 3.31% | 27,296 | Added |
| 12 | HWM | HOWMET AEROSPACE INC | $16.2M | 3.18% | 60,168 | Trimmed |
| 13 | CRH | CRH PLC | $14.6M | 2.87% | 136,287 | Trimmed |
| 14 | RTX | RTX CORPORATION | $14.5M | 2.86% | 76,650 | Trimmed |
| 15 | TT | TRANE TECHNOLOGIES PLC | $14.4M | 2.83% | 29,345 | Trimmed |
| 16 | HD | HOME DEPOT INC | $13.6M | 2.68% | 38,630 | Added |
| 17 | TMO | THERMO FISHER SCIENTIFIC INC | $12.7M | 2.51% | 25,427 | Trimmed |
| 18 | V | VISA INC | $12.4M | 2.44% | 36,193 | Trimmed |
| 19 | TEL | TE CONNECTIVITY PLC | $12.3M | 2.42% | 61,014 | Trimmed |
| 20 | BKNG | BOOKING HOLDINGS INC | $11.5M | 2.26% | 64,359 | Added |
| 21 | ISRG | INTUITIVE SURGICAL INC | $10.9M | 2.14% | 27,369 | Trimmed |
| 22 | NXPI | NXP SEMICONDUCTORS N V | $10.8M | 2.13% | 38,566 | Trimmed |
| 23 | AJG | GALLAGHER ARTHUR J & CO | $10.1M | 1.98% | 43,844 | Added |
| 24 | XYL | XYLEM INC | $9.9M | 1.94% | 83,407 | Added |
| 25 | NEE | NEXTERA ENERGY INC | $9.4M | 1.84% | 106,786 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR