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Renaissance Investment Group LLC

Q1 2020 Holdings

Filed 2020-05-08 | 128 holdings | $8.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Woodward Inc COM(WWD)COM980745103$2023,4000.0%
Analog Devices Inc COM(ADI)COM032654105$2112,3500.0%
Nextera Energy Inc Comusd0.01(NEE)COM65339F101$2219150.0%
Select Sector Spdr Trconsumer(XLY)COM81369Y407$2222,2680.0%
Novozymes A/S Unsp Adreach REP(NVZMY)COM670108109$2275,0000.0%
Lowes Companies Inc Comusd0.50(LOW)COM548661107$2392,7830.0%
General Electric Co COMCOM369604103$24330,5960.0%
Emerson Electric Co COM(EMR)COM291011104$2485,2100.0%
Berkshire Hathaway Inccom Usd0(BRK/B)COM084670702$2591,4140.0%
Ishares TR US AER Defetf(ITA)COM464288760$2882,0050.0%
Progressive Corpohio COM Usd1.(PGR)COM743315103$2923,9540.0%
Nike Inc Class B COM NPV(NKE)COM654106103$2993,6200.0%
Morgan Stanley COM Usd0.01(MS)COM617446448$3028,8900.0%
Chevron Corp(CVX)COM166764100$3164,3660.0%
Old Dominion Freight Lineinc C(ODFL)COM679580100$3352,5500.0%
Caterpillar Inc COM Usd1.00(CAT)COM149123101$3392,9230.0%
Stryker Corporation COM(SYK)COM863667101$3652,1940.0%
Dover Corp COM(DOV)COM260003108$3714,4250.0%
Invesco QQQ TR SER 1(QQQ)COM46090E103$3751,9690.0%
United Technologies Corpcom US(UTXZ)COM913017109$4104,3520.0%
Procter and Gamble Cocom(PG)COM742718109$4203,8270.0%
BlackRock Inc COM(BLKCHF)COM09247X101$4369900.0%
Abbott Laboratories COM(ABT)COM002824100$4836,1230.0%
Amgen Inc COM(AMGN)COM031162100$5162,5470.0%
Mcdonalds Corp COM(MCD)COM580135101$6153,7210.0%
Amazon.com Inc COM(AMZN)COM023135106$6203180.0%
Ecolab Inc COM(ECL)COM278865100$6814,3750.0%
Colgate Palmolive(CL)COM194162103$71810,8130.0%
International Business Machine(IBM)COM459200101$1.0K9,0750.0%
Pfizer Inc COM(PFE)COM717081103$1.0K31,3510.0%
Unitedhealth Group(UNH)COM91324P102$1.1K4,2130.0%
Spdr S&P 500 ETF Trust(SPY)COM78462F103$1.1K4,2760.0%
American Tower Corp CL A (REIT(AMT)COM03027X100$1.2K5,4040.0%
Exxon Mobil Corp COM(XOM)COM30231G102$1.6K40,9520.0%
Intel Corp COM(INTC)COM458140100$1.6K29,5140.0%
Automatic Data Processing Inc(ADP)COM053015103$1.6K11,8800.0%
Walt Disney Holding Co COM(DIS)COM254687106$1.7K17,7190.0%
Hexcel Corp COM(HXL)COM428291108$2.0K52,4500.0%
Fortive Corp SHS(FTV)COM34959J108$2.2K39,8060.0%
Martin Marietta Matls(MLM)COM573284106$2.3K11,9170.0%
Johnson & Johnson COM(JNJ)COM478160104$2.4K18,5790.0%
Alphabet Inc SHS CL C(GOOG)COM02079K107$2.5K2,1290.0%
Tetra Tech Inc (New) COM(TTEK)COM88162G103$2.6K37,3980.0%
Xylem Inc COM(XYL)COM98419M100$2.8K43,5000.0%
Enterprise Prdts Prtn LPL P(EPD)COM293792107$3.6K252,9170.0%
Spdr US Financial Sectoretf(XLF)COM81369Y605$3.7K177,4360.0%
US Bancorp(USB)COM902973304$3.8K109,8630.0%
Raytheon Co COM (New)(RTN1USD)COM755111507$4.0K30,6320.0%
Intuitive Surgical Inc New(ISRG)COM46120E602$4.1K8,2120.0%
Topbuild Corp SHS(BLD)COM89055F103$4.3K60,2710.1%
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