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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Renaissance Investment Group LLC INSTITUTION : Renaissance Investment Group LLC
Renaissance Investment Group LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2019-10-17) --- full portfolio
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
HOME DEPOT INC    (COM) HD 12,888,000 55,549 4.97%
MICROSOFT CORP    (COM) MSFT 12,503,000 89,932 4.82%
THERMO FISHER SCIENTIFICINC    (COM) TMO 11,648,000 39,989 4.49%
APPLE INC    (COM) AAPL 10,705,000 47,794 4.13%
PAYPAL HOLDINGS INC SHS    (COM) PYPL 9,794,000 94,544 3.77%
DANAHER CORP DEL COM    (COM) DHR 9,673,000 66,974 3.73%
VISA INC CL A SHRS    (COM) V 9,525,000 55,372 3.67%
AIR PRODUCTS&CHEM    (COM) APD 8,890,000 40,068 3.43%
TJX COS INC NEW    (COM) TJX 7,907,000 141,861 3.05%
UNION PACIFIC CORP    (COM) UNP 7,473,000 46,139 2.88%
ENTERPRISE PRDTS PRTN LPL P    (COM) EPD 7,285,000 254,882 2.81%
MERCK AND CO INC SHS    (COM) MRK 6,856,000 81,438 2.64%
COSTCO WHOLESALE CRP DEL    (COM) COST 6,798,000 23,598 2.62%
SPDR S&P MIDCAP 400 ETF TRUST    (COM) MDY 6,556,000 18,600 2.52%
BLACKSTONE GROUP INC COMCL A    (COM) 6,536,000 133,835 2.52%
MASCO CORP    (COM) MAS 6,466,000 155,143 2.49%
CHURCH&DWIGHT CO INC    (COM) CHD 6,397,000 85,011 2.46%
PEPSICO INC    (COM) PEP 6,273,000 45,749 2.42%
NXP SEMICONDUCTORS N.V.    (COM) NXPI 6,269,000 57,448 2.41%
US BANCORP    (COM) USB 5,947,000 107,464 2.29%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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