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Renaissance Investment Group LLC

Q1 2019 Holdings

Filed 2019-04-19 | 145 holdings | $6.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Oasis Petroleum Inc Comusd0.01COM674215108$6611,0000.0%
CSX Corp COM Usd1(CSX)COM126408103$2132,8500.0%
Salesforce.com Inc Comusd0.001(CRM)COM79466L302$2141,3500.0%
Novo-Nordisk A S ADR(NVO)COM670100205$2194,1960.0%
Ishares Russell Midcap Growth(IWP)COM464287481$2311,7010.0%
Schlumberger Limited Comusd0.0(SLB)COM806857108$2415,5250.0%
Analog Devices Inc COM(ADI)COM032654105$2552,4230.0%
Honeywell Intl Inc del(HON)COM438516106$2621,6500.0%
Nike Inc Class B COM NPV(NKE)COM654106103$2673,1700.0%
JPMorgan Chase &co. Comusd1.00(JPM)COM46625H100$2822,7830.0%
Progressive Corp(ohio)com Usd1(PGR)COM743315103$2853,9540.0%
Amazon COM Inc COM(AMZN)COM023135106$2891620.0%
Procter & Gamble Co COM(PG)COM742718109$3153,0290.0%
Amgen Inc(AMGN)COM031162100$3181,6730.0%
General Electric Co Comusd0.06COM369604103$32432,3660.0%
3M Company(MMM)COM88579Y101$3291,5810.0%
Invesco QQQ TR SER 1(QQQ)COM46090E103$3331,8510.0%
Berkshire Hills Bancorp(BBT)COM084680107$37113,6270.0%
Stryker Corp(SYK)COM863667101$3741,8920.0%
Morgan Stanley COM Usd0.01(MS)COM617446448$3859,1400.0%
Dover Corp COM Usd1.00(DOV)COM260003108$4224,5000.0%
Ishares TR US AER Defetf(ITA)COM464288760$4322,1630.0%
Tetra Tech Inc New COM(TTEK)COM88162G103$4447,4550.0%
Emerson Elec Co(EMR)COM291011104$4626,7490.0%
Ecolab Inc(ECL)COM278865100$4712,6700.0%
Abbott Laboratories(ABT)COM002824100$4775,9670.0%
Chevron Corp(CVX)COM166764100$5064,1060.0%
LKQ Corp(LKQ)COM501889208$55119,4020.0%
United Techs Corp COM(UTXZ)COM913017109$6204,8060.0%
Mcdonalds Corp COM(MCD)COM580135101$6233,2770.0%
Colgate Palmolive(CL)COM194162103$94813,8390.0%
Berkshire Hathaway Inccom Usd0(BRK/B)COM084670702$1.0K5,1080.0%
Spdr S&P 500 ETF Trust(SPY)COM78462F103$1.1K3,9510.0%
Pfizer Inc(PFE)COM717081103$1.3K29,8200.0%
Intl Business Machines Corp I(IBM)COM459200101$1.3K9,1650.0%
Marathon Petroleum Corp(MPC)COM56585A102$1.4K22,7770.0%
Intel Corp(INTC)COM458140100$1.7K30,8050.0%
BlackRock Inc(BLKCHF)COM09247X101$1.7K3,9340.0%
Intl Flavors&fragrnc(IFF)COM459506101$1.7K13,1750.0%
Martin Marietta Matls(MLM)COM573284106$2.1K10,4090.0%
Automatic Data Proc(ADP)COM053015103$2.1K13,2100.0%
Intuitive Surgical Inc New(ISRG)COM46120E602$2.1K3,7450.0%
Exxon Mobil Corp COM(XOM)COM30231G102$2.4K29,1590.0%
Johnson and Johnson COM(JNJ)COM478160104$2.4K16,9880.0%
Ishares Core S&P Small Cap ET(IJR)COM464287804$2.4K31,6090.0%
Xylem Inc SHS Issued(XYL)COM98419M100$2.5K31,6530.0%
Pioneer Natural RES Co(PXDEUR)COM723787107$2.7K17,8090.0%
Alphabet Inc SHS CL C(GOOG)COM02079K107$2.8K2,3670.0%
M&T Bank Corporation(MTB)COM55261F104$3.1K20,0120.0%
Topbuild Corp SHS(BLD)COM89055F103$3.7K57,0510.1%
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