Q3 2026 13F · SEC CIK 1509508

Renaissance Investment Group LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $487.3M
Reported positions: 77
Top holdings a year, 3 yrs: +19.2%
Assets under management: $726.1M

Renaissance Investment Group LLC is a wealth manager that reported 77 positions worth $487.3M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Crowdstrike Hldgs Inc (CRWD, 5.2%), Alphabet Inc (GOOGL, 4.8%), Broadcom Inc (AVGO, 4.8%). A portfolio copying its top holdings returned 19.2% a year over the last 3 years, against 20.4% for the S&P 500.

Renaissance Investment Group LLC holdings largest 50 of 77 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Renaissance Investment Group LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
CRWDCrowdstrike Hldgs Inc	5.2%	4.5%	95,614	+219.9%	$25.3M
GOOGLAlphabet Inc	4.8%	4.9%	68,223	-2.1%	$23.5M
AVGOBroadcom Inc	4.8%	5.1%	66,276	-2.8%	$23.3M
MSFTMicrosoft Corp	4.7%	3.3%	45,048	-1.0%	$23.1M
AAPLApple Inc	4.7%	3.9%	68,568	+1.2%	$22.8M
NVDANvidia Corporation	4.3%	3.7%	91,696	-2.5%	$20.9M
COSTCostco Wholesale Corporation	3.8%	3.7%	20,131	-0.7%	$18.3M
GEVGe Vernova Inc	3.8%	4.5%	19,280	-0.3%	$18.3M
TJXTjx Cos Inc New	3.6%	3.9%	131,443	-0.5%	$17.4M
TMOThermo Fisher Scientific Inc	3.5%	2.5%	25,411	-0.1%	$17.2M
URIUnited Rentals Inc	3.4%	3.9%	16,776	-3.6%	$16.8M
RTXRtx Corporation	2.9%	2.9%	76,102	-0.7%	$14.1M
TTTrane Technologies PLC	2.8%	2.8%	30,501	+3.9%	$13.8M
HWMHowmet Aerospace Inc	2.7%	3.2%	58,773	-2.3%	$13.3M
TELTe Connectivity PLC	2.7%	2.4%	61,287	+0.4%	$12.9M
VVisa Inc	2.7%	2.4%	35,962	-0.6%	$12.9M
ISRGIntuitive Surgical Inc	2.5%	2.1%	29,539	+7.9%	$12.0M
CRHCrh PLC	2.4%	2.9%	139,303	+2.2%	$11.5M
HDHome Depot Inc	2.3%	2.7%	38,976	+0.9%	$11.1M
CRSCarpenter Technology Corp	2.2%	3.3%	27,137	-0.6%	$10.6M
BKNGBooking Holdings Inc	2.2%	2.3%	64,595	+0.4%	$10.5M
AJGGallagher Arthur J & Co	2.1%	2.0%	45,771	+4.4%	$10.4M
TTEKTetra Tech Inc New	2.1%	1.7%	306,986	+4.5%	$10.1M
NXPINxp Semiconductors N V	2.0%	2.1%	41,313	+7.1%	$9.8M
NEENextera Energy Inc	1.9%	1.8%	119,886	+12.3%	$9.1M
XYLXylem Inc	1.8%	1.9%	88,230	+5.8%	$8.9M
CHDChurch & Dwight Co Inc	1.7%	1.5%	87,006	+8.1%	$8.2M
APHAmphenol Corp	1.7%	1.6%	97,133	+110.6%	$8.2M
EPDEnterprise Prods Partners L	1.7%	1.6%	226,326	-0.8%	$8.1M
NEMNewmont Corp	1.4%	1.0%	61,107	+7.8%	$7.0M
CCJCameco Corp	1.3%	1.3%	73,304	+16.7%	$6.4M
GOOGAlphabet Inc	1.0%	1.1%	14,970	-6.4%	$5.1M
UNPUnion Pac Corp	1.0%	1.1%	18,440	-8.1%	$5.0M
DHRDanaher Corp Del	0.8%	1.2%	16,723	-49.8%	$3.7M
MRKMerck & Co Inc	0.7%	0.2%	22,877	+184.6%	$3.3M
VEEVVeeva Sys Inc	0.6%	—	10,656	—	$3.0M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.5%	3,797	+7.8%	$2.9M
ABBVAbbvie Inc	0.6%	0.5%	10,269	+4.3%	$2.7M
XOMExxonmobil Holdings Corp	0.5%	—	15,127	—	$2.5M
CSCOCisco Sys Inc	0.3%	0.3%	14,612	+0.7%	$1.6M
JNJJohnson & Johnson	0.3%	0.3%	5,518	-1.1%	$1.5M
ADPAutomatic Data Processing in	0.3%	0.2%	5,319	+0.3%	$1.4M
LLYEli Lilly & Co	0.2%	0.2%	943	+0.3%	$1.1M
PEPPepsico Inc	0.2%	0.2%	7,666	-0.3%	$971K
ABTAbbott Laboratories	0.2%	0.2%	9,653	-0.1%	$954K
MSMorgan Stanley	0.2%	0.2%	4,550	+0.0%	$856K
MLMMartin Marietta Matls Inc	0.2%	1.1%	1,737	-81.5%	$833K
LDOSLeidos Holdings Inc	0.2%	1.4%	6,797	-90.5%	$828K
MDYState Str Spdr S&p Midcap 40	0.2%	0.2%	1,258	-1.2%	$826K
CVXChevron Corporation	0.1%	—	3,470	—	$709K

What Renaissance Investment Group LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+219.9% shares
MRK Merck & Co Inc+184.6% shares
APH Amphenol Corp+110.6% shares
CCJ Cameco Corp+16.7% shares
NEE Nextera Energy Inc+12.3% shares
CHD Church & Dwight Co Inc+8.1% shares
ISRG Intuitive Surgical Inc+7.9% shares
SPY State Str Spdr S&p 500 ETF T+7.8% shares

Reduced

LDOS Leidos Holdings Inc-90.5% shares
MLM Martin Marietta Matls Inc-81.5% shares
DHR Danaher Corp Del-49.8% shares
UNP Union Pac Corp-8.1% shares
GOOG Alphabet Inc-6.4% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.8% /yr; S&P 500 +20.1%
3 years: +19.2% /yr; S&P 500 +20.4%
5 years: +9.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$487.3M	77
Q2 2026	$508.4M	84
Q1 2026	$465.5M	81
Q4 2025	$496.4M	78
Q3 2025	$493.7M	78
Q2 2025	$460.9M	78
Q1 2025	$411.9M	73
Q4 2024	$473.7M	78
Q3 2024	$480.5M	85
Q2 2024	$459.8M	84
Q1 2024	$435.6M	86
Q4 2023	$401.9M	81

Questions about Renaissance Investment Group LLC's portfolio

What stocks does Renaissance Investment Group LLC own?

Renaissance Investment Group LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 77 positions worth $487.3M. The largest are Crowdstrike Hldgs Inc (CRWD) at 5.2%, Alphabet Inc (GOOGL) at 4.8%, Broadcom Inc (AVGO) at 4.8%, Microsoft Corp (MSFT) at 4.7% and Apple Inc (AAPL) at 4.7%.

What did Renaissance Investment Group LLC buy last quarter?

In Q3 2026, Renaissance Investment Group LLC added Crowdstrike Hldgs Inc (CRWD) (+219.9% shares), Merck & Co Inc (MRK) (+184.6% shares) and Amphenol Corp (APH) (+110.6% shares), compared with its Q2 2026 filing.

What did Renaissance Investment Group LLC sell last quarter?

In Q3 2026, Renaissance Investment Group LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Applied Matls Inc (AMAT), cut from its top 50 Mcdonalds Corp (MCD), Leidos Holdings Inc (LDOS) (-90.5% shares), Martin Marietta Matls Inc (MLM) (-81.5% shares) and Danaher Corp Del (DHR) (-49.8% shares), compared with its Q2 2026 filing.

How has Renaissance Investment Group LLC's portfolio performed?

A portfolio copying Renaissance Investment Group LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.8% against +20.1%. Over 5 years: +9.8% a year against +11.6%.

When is Renaissance Investment Group LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Renaissance Investment Group LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Renaissance Investment Group LLC manage?

Renaissance Investment Group LLC reported $726.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $487.3M.