Renaissance Investment Group LLC
CIK: 1509508SEC EDGAR →
Portfolio Value
$42.5B
Holdings
84
As of
Q2 2026
New Positions
7
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NEXTERA ENERGY INC | 106,786 | $9.4B | 22.08% |
| 2 | TETRA TECH INC NEW | 293,841 | $8.5B | 19.99% |
| 3 | ENTERPRISE PRODS PARTNERS L | 228,226 | $8.4B | 19.76% |
| 4 | CHURCH & DWIGHT CO INC | 80,477 | $7.8B | 18.36% |
| 5 | NEWMONT CORP | 56,679 | $5.3B | 12.47% |
| 6 | ABBOTT LABORATORIES | 9,663 | $876.8M | 2.07% |
| 7 | COLGATE PALMOLIVE CO | 5,463 | $500.8M | 1.18% |
| 8 | CSX CORP | 8,000 | $380.2M | 0.90% |
| 9 | ISHARES INC | 5,550 | $229.6M | 0.54% |
| 10 | VERALTO CORP | 2,551 | $226.3M | 0.53% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Utilities | 1 | $9.4B | 22.1% |
| Industrials | 20 | $9.2B | 21.7% |
| Energy | 3 | $8.4B | 19.8% |
| Consumer Defensive | 6 | $8.3B | 19.6% |
| Basic Materials | 5 | $5.3B | 12.5% |
| Healthcare | 12 | $1.1B | 2.7% |
| Financial Services | 8 | $472.6M | 1.1% |
| Technology | 18 | $148.7M | 0.4% |
| Consumer Cyclical | 6 | $60.7M | 0.1% |
| Communication Services | 3 | $37.0M | 0.1% |
| Unknown | 2 | $1.5M | 0.0% |