Renaissance Investment Group LLC

CIK

1509508

Location

LENOX, MA

Portfolio Value

Small $483,342,601

Diversification

Diversified

Filing Date

Global Rank

#56 / 295 ▲ 2739

Top Industry

Semiconductors 11.9%

3Y Alpha vs SPY

-5.2%

Period ended 9 days ago

Filed Jul 8, 2026 · 1d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.4%

SPY

+76.0%

Annualised alpha

-5.2%

Max drawdown

−18.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

81 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.3%

−0.3 pts

Top 5

23.4%

−1.1 pts

Top 10

42.3%

−0.7 pts

HHI

300

Diversified−10

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	27.5%	$132,997,384	21
Technology	27.2%	$131,575,345	18
Consumer Cyclical	9.5%	$46,148,512	5
Healthcare	7.9%	$38,160,165	12
Consumer Defensive	6.1%	$29,330,386	6
Basic Materials	5.5%	$26,386,537	5
Financial Services	5.3%	$25,577,284	7
Communication Services	5.2%	$24,906,544	1
Energy	3.2%	$15,363,109	3
Utilities	1.9%	$9,372,607	1
Unclassified	0.7%	$3,524,728	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+61,766	64,359	$11,471,348
APH	Amphenol Corp /De/	+40,424	46,119	$8,131,702
NEE	Nextera Energy Inc	+4,067	106,786	$9,372,607
AJG	Arthur J. Gallagher & Co.	+2,000	43,844	$10,065,267
CCJ	Cameco Corp	+1,450	62,815	$6,398,335
ETN	Eaton Corp plc	+700	1,330	$566,739
PEP	Pepsico Inc	+638	7,686	$1,040,684
JPM	Jpmorgan Chase & Co	+585	1,576	$515,872
GE	General Electric Co	+583	1,777	$664,118
CRWD	CrowdStrike Holdings, Inc.	+469	29,891	$5,702,754
NEM	NEWMONT Corp /DE/	+405	56,679	$5,293,818
ITW	Illinois Tool Works Inc	+328	1,133	$306,442
CHD	Church & Dwight Co Inc /De/	+279	80,477	$7,796,611
ABT	Abbott Laboratories	+262	9,663	$876,820
PG	PROCTER & GAMBLE Co	+254	3,095	$453,850
HD	Home Depot, Inc.	+253	38,630	$13,624,028
BRK-B	Berkshire Hathaway Inc	+240	1,185	$592,962
ADP	Automatic Data Processing Inc	+233	5,301	$1,187,158
MRK	Merck & Co., Inc.	+204	8,037	$1,032,754
MCD	Mcdonalds Corp	+141	3,057	$826,337
ECL	Ecolab Inc.	+111	1,361	$379,188
CL	Colgate Palmolive Co	+99	5,463	$500,847
CRS	Carpenter Technology Corp	+78	27,296	$16,837,264
XYL	Xylem Inc.	+4	83,407	$9,859,541
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	−11,795	68,173	$25,752,350
GOOGL	Alphabet Inc.	−10,413	69,694	$24,906,544
VLTO	Veralto Corp	−5,906	2,551	$226,222
HWM	Howmet Aerospace Inc.	−4,096	60,168	$16,176,768
RTX	RTX Corp	−2,672	76,650	$14,542,804
MLM	Martin Marietta Materials Inc	−2,360	9,364	$5,400,218
UNP	Union Pacific Corp	−1,680	20,056	$5,455,232
DHR	Danaher Corp /De/	−1,321	33,305	$6,343,936
TTEK	Tetra Tech Inc	−1,176	293,841	$8,489,066
GEV	GE Vernova Inc.	−1,167	19,339	$22,720,617
NVDA	Nvidia Corp	−1,072	94,002	$18,808,860
AAPL	Apple Inc.	−885	67,748	$19,603,561
TJX	Tjx Companies Inc /De/	−847	132,164	$20,022,846
EPD	Enterprise Products Partners L.P.	−484	228,226	$8,389,587
CRH	Crh Public Ltd Co	−481	136,287	$14,582,709
BX	Blackstone Inc.	−440	6,960	$818,983
DOV	DOVER Corp	−350	1,600	$358,848
JNJ	Johnson & Johnson	−337	5,580	$1,417,152
NXPI	NXP Semiconductors N.V.	−311	38,566	$10,838,202
TMO	Thermo Fisher Scientific Inc.	−297	25,427	$12,748,080
WWD	Woodward, Inc.	−290	740	$314,825
COST	Costco Wholesale Corp /New	−266	20,279	$18,970,396
URI	United Rentals, Inc.	−174	17,401	$19,713,418
MSFT	Microsoft Corp	−166	45,497	$16,971,290
SPY	Spdr S&P 500 ETF Trust	−151	3,521	$2,629,377
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	1,183	$855,309
QCOM	Qualcomm Inc/De	1,700	$314,143
DELL	Dell Technologies Inc.	675	$291,235
GLW	Corning Inc /Ny	1,100	$280,973
BAC	Bank Of America Corp /De/	3,784	$215,612
ASML	Asml Holding NV	106	$210,880
UNH	Unitedhealth Group Inc	482	$200,333
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
ZTS	Zoetis Inc.	19,153	$2,264,076
META	Meta Platforms, Inc.	2,630	$1,504,701
HON	Honeywell International Inc	941	$223,066
LHX	L3harris Technologies, Inc. /De/	620	$213,993
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 positions · $483,342,601 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	68,173	-11,795	$25,752,350	+4.0%	5.33%
GOOGL	Alphabet Inc. Communication Services	Reduced	69,694	-10,413	$24,906,544	+8.1%	5.15%
GEV	GE Vernova Inc. Industrials	Reduced	19,339	-1,167	$22,720,617	+26.9%	4.70%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	132,164	-847	$20,022,846	−5.7%	4.14%
URI	United Rentals, Inc. Industrials	Reduced	17,401	-174	$19,713,418	+54.0%	4.08%
AAPL	Apple Inc. Technology	Reduced	67,748	-885	$19,603,561	+12.5%	4.06%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	20,279	-266	$18,970,396	−7.3%	3.92%
NVDA	Nvidia Corp Technology	Reduced	94,002	-1,072	$18,808,860	+13.4%	3.89%
MSFT	Microsoft Corp Technology	Reduced	45,497	-166	$16,971,290	+0.4%	3.51%
CRS	Carpenter Technology Corp Industrials	Added	27,296	+78	$16,837,264	+56.9%	3.48%
HWM	Howmet Aerospace Inc. Industrials	Reduced	60,168	-4,096	$16,176,768	+9.2%	3.35%
CRH	Crh Public Ltd Co Basic Materials	Reduced	136,287	-481	$14,582,709	+1.4%	3.02%
RTX	RTX Corp Industrials	Reduced	76,650	-2,672	$14,542,804	−5.0%	3.01%
TT	Trane Technologies plc Industrials	Reduced	29,345	-99	$14,413,090	+17.5%	2.98%
HD	Home Depot, Inc. Consumer Cyclical	Added	38,630	+253	$13,624,028	+7.9%	2.82%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	25,427	-297	$12,748,080	+0.8%	2.64%
V	Visa Inc. Financial Services	Reduced	36,193	-133	$12,417,456	+13.1%	2.57%
TEL	TE Connectivity plc Technology	Reduced	61,014	-122	$12,301,032	−3.7%	2.54%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	64,359	+61,766	$11,471,348	+2526.9%	2.37%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	27,369	-10	$10,884,103	−13.8%	2.25%
NXPI	NXP Semiconductors N.V. Technology	Reduced	38,566	-311	$10,838,202	+41.6%	2.24%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	43,844	+2,000	$10,065,267	+11.1%	2.08%
XYL	Xylem Inc. Industrials	Added	83,407	+4	$9,859,541	−1.1%	2.04%
NEE	Nextera Energy Inc Utilities	Added	106,786	+4,067	$9,372,607	−1.8%	1.94%
TTEK	Tetra Tech Inc Industrials	Reduced	293,841	-1,176	$8,489,066	−4.5%	1.76%
EPD	Enterprise Products Partners L.P. Energy	Reduced	228,226	-484	$8,389,587	−3.1%	1.74%
APH	Amphenol Corp /De/ Technology	Added	46,119	+40,424	$8,131,702	+1030.1%	1.68%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Added	80,477	+279	$7,796,611	+4.2%	1.61%
LDOS	Leidos Holdings, Inc. Technology	Reduced	71,471	-55	$7,359,368	−33.8%	1.52%
CCJ	Cameco Corp Energy	Added	62,815	+1,450	$6,398,335	−4.0%	1.32%
DHR	Danaher Corp /De/ Healthcare	Reduced	33,305	-1,321	$6,343,936	−3.4%	1.31%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	29,891	+469	$5,702,754	+98.6%	1.18%
UNP	Union Pacific Corp Industrials	Reduced	20,056	-1,680	$5,455,232	+3.4%	1.13%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	9,364	-2,360	$5,400,218	−21.8%	1.12%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	56,679	+405	$5,293,818	−13.1%	1.10%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,521	-151	$2,629,377	+10.1%	0.54%
ABBV	AbbVie Inc. Healthcare	Held	9,842	0	$2,476,640	+15.7%	0.51%
CSCO	Cisco Systems, Inc. Technology	Held	14,516	0	$1,705,049	+51.4%	0.35%
JNJ	Johnson & Johnson Healthcare	Reduced	5,580	-337	$1,417,152	−2.0%	0.29%
ADP	Automatic Data Processing Inc Technology	Added	5,301	+233	$1,187,158	+15.3%	0.25%
LLY	ELI LILLY & Co Healthcare	Held	940	0	$1,127,464	+30.4%	0.23%
PEP	Pepsico Inc Consumer Defensive	Added	7,686	+638	$1,040,684	−4.9%	0.22%
MRK	Merck & Co., Inc. Healthcare	Added	8,037	+204	$1,032,754	+9.6%	0.21%
MS	Morgan Stanley Financial Services	Held	4,550	0	$951,132	+27.0%	0.20%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	1,273	-114	$895,351	+4.7%	0.19%
ABT	Abbott Laboratories Healthcare	Added	9,663	+262	$876,820	−9.2%	0.18%
AMAT	Applied Materials Inc /De Technology	NEW	1,183	NEW	$855,309	NEW	0.18%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,057	+141	$826,337	−8.8%	0.17%
BX	Blackstone Inc. Financial Services	Reduced	6,960	-440	$818,983	−3.8%	0.17%
INTC	Intel Corp Technology	Held	5,550	0	$774,946	+216.4%	0.16%