Dark
Light
System
Institutional Investment Manager
Renaissance Investment Group LLC
Renaissance Investment Group LLC (CIK: 0001509508) incorporated in Delaware, located at 45 Walker St, Lenox, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Portfolio Summary: 77 holdings with a total value of $211,841,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 CHURCH & DWIGHT 49,130 3,872,000 1.83%
52 COLGATE PALMOLIVE CO 56,050 3,878,000 1.83%
53 COSTCO WHSL CORP NEW 28,844 4,088,000 1.93%
54 CELGENE CORP 37,672 4,214,000 1.99%
55 US BANCORP DEL 94,395 4,243,000 2.00%
56 TJX COS INC NEW 61,959 4,249,000 2.01%
57 CHEVRON CORP NEW 37,955 4,258,000 2.01%
58 MERCK & CO INC 80,969 4,599,000 2.17%
59 UNITED TECHNOLOGIES CORP 41,598 4,784,000 2.26%
60 AUTOMATIC DATA PROCESSING IN 57,937 4,830,000 2.28%
61 LEAR CORP 49,527 4,858,000 2.29%
62 NXP Semiconductors NV 64,615 4,936,000 2.33%
63 SELECT SECTOR SPDR TRUST THE F 208,625 5,159,000 2.44%
64 DISNEY WALT CO 54,995 5,180,000 2.45%
65 BlackRock Inc 15,278 5,462,000 2.58%
66 AIR PRODS & CHEMS INC 38,399 5,539,000 2.61%
67 BOEING CO 42,996 5,589,000 2.64%
68 Exxon Mobil Corp 61,598 5,695,000 2.69%
69 PEPSICO INC 62,811 5,940,000 2.80%
70 MORGAN STANLEY 157,555 6,113,000 2.89%
71 THERMO FISHER SCIENTIFIC INC 53,153 6,660,000 3.14%
72 DANAHER CORP DEL 78,600 6,737,000 3.18%
73 HOME DEPOT INC 71,900 7,547,000 3.56%
74 APPLE INC 75,619 8,346,000 3.94%
75 S&P MidCap 400 Spdrs 37,089 9,790,000 4.62%
76 UNION PAC CORP 93,384 11,125,000 5.25%
77 ENTERPRISE PRODS PARTNERS L 309,519 11,180,000 5.28%
Page 2 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001509508-15-000001, filed 2015.01.05).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.