Renaissance Investment Group LLC — 13F holdings

Renaissance Investment Group LLC reported 84 holdings worth $508M in its 13F filing for Q2 2026, filed July 8, 2026.

Largest positions

1. AVGO BROADCOM INC — $25.8M (5.1%)
2. GOOGL ALPHABET INC — $24.9M (4.9%)
3. CRWD CROWDSTRIKE HLDGS INC — $22.8M (4.5%)
4. GEV GE VERNOVA INC — $22.7M (4.5%)
5. TJX TJX COS INC NEW — $20.0M (3.9%)
6. URI UNITED RENTALS INC — $19.7M (3.9%)
7. AAPL APPLE INC — $19.6M (3.9%)
8. COST COSTCO WHSL CORP NEW — $19.0M (3.7%)
9. NVDA NVIDIA CORPORATION — $18.8M (3.7%)
10. MSFT MICROSOFT CORP — $17.0M (3.3%)