HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
54,570 | -1,252 | $20,520 |
| MSFT | 54,570 | -1,252 | $20,520 |
| APPLE INC |
95,870 | -1,509 | $18,458 |
| AAPL | 95,870 | -1,509 | $18,458 |
| COSTCO WHSL CORP NEW |
24,741 | +20 | $16,331 |
| COST | 24,741 | +20 | $16,331 |
| BROADCOM INC |
13,408 | -440 | $14,967 |
| AVGO | 13,408 | -440 | $14,967 |
| TJX COS INC NEW |
151,146 | -20 | $14,179 |
| TJX | 151,146 | -20 | $14,179 |
| THERMO FISHER SCIENTIFIC INC |
26,441 | -153 | $14,035 |
| TMO | 26,441 | -153 | $14,035 |
| ALPHABET INC |
95,990 | +797 | $13,409 |
| GOOGL | 95,990 | +797 | $13,409 |
| UNITED RENTALS INC |
22,194 | +221 | $12,727 |
| URI | 22,194 | +221 | $12,727 |
| HOME DEPOT INC |
36,428 | -69 | $12,624 |
| HD | 36,428 | -69 | $12,624 |
| UNION PAC CORP |
50,214 | +172 | $12,334 |
| UNP | 50,214 | +172 | $12,334 |
| DANAHER CORPORATION |
49,597 | -182 | $11,474 |
| DHR | 49,597 | -182 | $11,474 |
| NXP SEMICONDUCTORS N V |
49,160 | -73 | $11,291 |
| NXPI | 49,160 | -73 | $11,291 |
| AIR PRODS & CHEMS INC |
40,920 | -308 | $11,204 |
| APD | 40,920 | -308 | $11,204 |
| TETRA TECH INC NEW |
65,938 | +740 | $11,007 |
| TTEK | 65,938 | +740 | $11,007 |
| VISA INC |
39,791 | -121 | $10,360 |
| V | 39,791 | -121 | $10,360 |
| INTUITIVE SURGICAL INC |
30,508 | +202 | $10,292 |
| ISRG | 30,508 | +202 | $10,292 |
| BOOKING HOLDINGS INC |
2,877 | -134 | $10,206 |
| BKNG | 2,877 | -134 | $10,206 |
| ZOETIS INC |
49,400 | +834 | $9,750 |
| ZTS | 49,400 | +834 | $9,750 |
| PEPSICO INC |
49,676 | +713 | $8,437 |
| PEP | 49,676 | +713 | $8,437 |
| MARTIN MARIETTA MATLS INC |
16,836 | +245 | $8,400 |
| MLM | 16,836 | +245 | $8,400 |
| TE CONNECTIVITY LTD |
59,671 | -29 | $8,384 |
| TEL | 59,671 | -29 | $8,384 |
| XYLEM INC |
73,257 | +1,919 | $8,378 |
| XYL | 73,257 | +1,919 | $8,378 |
| ON SEMICONDUCTOR CORP |
99,650 | +2,284 | $8,324 |
| ON | 99,650 | +2,284 | $8,324 |
| RTX CORPORATION |
98,192 | +1,940 | $8,262 |
| RTX | 98,192 | +1,940 | $8,262 |
| CRH PLC |
118,500 | +7,605 | $8,195 |
| CRH | 118,500 | +7,605 | $8,195 |
| CHURCH & DWIGHT CO INC |
81,827 | +584 | $7,738 |
| CHD | 81,827 | +584 | $7,738 |
| ROCKWELL AUTOMATION INC |
22,882 | +181 | $7,104 |
| ROK | 22,882 | +181 | $7,104 |
| LEIDOS HOLDINGS INC |
65,351 | +1,569 | $7,074 |
| LDOS | 65,351 | +1,569 | $7,074 |
| ENTERPRISE PRODS PARTNERS L |
255,006 | -2,179 | $6,719 |
| EPD | 255,006 | -2,179 | $6,719 |
| GENERAL DYNAMICS CORP |
23,949 | +1,893 | $6,219 |
| GD | 23,949 | +1,893 | $6,219 |
| GALLAGHER ARTHUR J & CO |
26,422 | +8,491 | $5,942 |
| AJG | 26,422 | +8,491 | $5,942 |
| DEERE & CO |
13,794 | +127 | $5,516 |
| DE | 13,794 | +127 | $5,516 |
| TRACTOR SUPPLY CO |
24,060 | -759 | $5,174 |
| TSCO | 24,060 | -759 | $5,174 |
| HALLIBURTON CO |
137,985 | +3,365 | $4,988 |
| HAL | 137,985 | +3,365 | $4,988 |
| NEXTERA ENERGY INC |
78,766 | -1,579 | $4,784 |
| NEE | 78,766 | -1,579 | $4,784 |
| PAYPAL HLDGS INC |
70,020 | +1,046 | $4,300 |
| PYPL | 70,020 | +1,046 | $4,300 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
7,432 | -139 | $3,771 |
| MDY | 7,432 | -139 | $3,771 |
| ALPHABET INC |
26,295 | -129 | $3,706 |
| GOOG | 26,295 | -129 | $3,706 |
| NOVO NORDISK A S |
35,094 | +30,186 | $3,630 |
| NVO | 35,094 | +30,186 | $3,630 |
| EXXON MOBIL CORP |
20,978 | -653 | $2,097 |
| XOM | 20,978 | -653 | $2,097 |
| ABBVIE INC |
13,238 | +50 | $2,051 |
| ABBV | 13,238 | +50 | $2,051 |
| BLACKSTONE INC |
13,662 | -720 | $1,789 |
| BX | 13,662 | -720 | $1,789 |
| TOPBUILD CORP |
4,760 | -700 | $1,781 |
| BLD | 4,760 | -700 | $1,781 |
| SPDR S&P 500 ETF TR (SPY) |
3,539 | +45 | $1,682 |
| SPY | 3,539 | +45 | $1,682 |
| AUTOMATIC DATA PROCESSING IN |
6,743 | -88 | $1,571 |
| ADP | 6,743 | -88 | $1,571 |
| ABBOTT LABS |
14,204 | +100 | $1,563 |
| ABT | 14,204 | +100 | $1,563 |
| VERALTO CORP |
16,836 | +16,836 | $1,385 |
| VLTO | 16,836 | +16,836 | $1,385 |
| MERCK & CO INC |
12,124 | +790 | $1,322 |
| MRK | 12,124 | +790 | $1,322 |
| JOHNSON & JOHNSON |
7,892 | -563 | $1,237 |
| JNJ | 7,892 | -563 | $1,237 |
| MCDONALDS CORP |
3,801 | -190 | $1,127 |
| MCD | 3,801 | -190 | $1,127 |
See Full List: All Stocks Held By Renaissance Investment Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Renaissance Investment Group LLC
|
Size ($ in 1000's)
At 12/31/2023: $401,900 At 09/30/2023: $358,791 Renaissance Investment Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Renaissance Investment Group LLC 13F filings. Link to 13F filings: SEC filings |
