Renaissance Investment Group LLC Diversified Active

CIK: 0001509508 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Jul 18, 2013

Total Value ($000): $175,862 (100.0% shares, 0.0% debt)

Holdings (67)

EPD ENTERPRISE PRDTS PRTN LPL P 6.1%
Value ($000) $10,765 Shares 173,215 Est. Cost $62.15 Unrealized
UNP UNION PACIFIC CORP 5.2%
Value ($000) $9,201 Shares 59,640 Est. Cost $57.06 Unrealized 0.0%
SPDR S&P MIDCAP 400 ETF TRUST 5.0%
Value ($000) $8,765 Shares 41,718 Est. Cost $210.10 Unrealized
EXXON MOBIL CORP COM 4.1%
Value ($000) $7,225 Shares 79,961 Est. Cost $90.36 Unrealized
PEP PEPSICO INC 3.1%
Value ($000) $5,428 Shares 66,373 Est. Cost $56.00 Unrealized 0.0%
CVX CHEVRON CORP 2.9%
Value ($000) $5,172 Shares 43,707 Est. Cost $71.30 Unrealized 0.0%
HD HOME DEPOT INC 2.8%
Value ($000) $4,927 Shares 63,605 Est. Cost $56.05 Unrealized 0.0%
BA BOEING COMPANY 2.8%
Value ($000) $4,877 Shares 47,609 Est. Cost $80.37 Unrealized 0.0%
AAPL APPLE INC 2.8%
Value ($000) $4,853 Shares 12,237 Est. Cost $13.16 Unrealized 0.0%
DHR DANAHER CORP DEL COM 2.6%
Value ($000) $4,605 Shares 72,749 Est. Cost $25.01 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFICINC 2.6%
Value ($000) $4,531 Shares 53,542 Est. Cost $79.76 Unrealized 0.0%
PANERA BREAD CO CL A 2.5%
Value ($000) $4,451 Shares 23,935 Est. Cost $185.96 Unrealized
BLACKROCK INC 2.4%
Value ($000) $4,197 Shares 16,342 Est. Cost $256.82 Unrealized
IBM INTL BUSINESS MACHINES CORP I 2.3%
Value ($000) $4,083 Shares 21,365 Est. Cost $118.94 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MKTS 2.2%
Value ($000) $3,850 Shares 99,980 Est. Cost $38.51 Unrealized
E M C CORPORATION MASS 2.1%
Value ($000) $3,690 Shares 156,210 Est. Cost $23.62 Unrealized
UNITED TECHS CORP COM 2.1%
Value ($000) $3,631 Shares 39,065 Est. Cost $92.95 Unrealized
EBAY EBAY INC COM 2.1%
Value ($000) $3,617 Shares 69,937 Est. Cost $20.18 Unrealized 0.0%
GENERAL ELECTRIC 2.0%
Value ($000) $3,459 Shares 149,158 Est. Cost $23.19 Unrealized
TJX TJX COS INC NEW 2.0%
Value ($000) $3,431 Shares 68,539 Est. Cost $20.82 Unrealized 0.0%
SECTOR SPDR FINANCIAL 1.9%
Value ($000) $3,429 Shares 176,345 Est. Cost $19.44 Unrealized
MERCK AND CO INC SHS 1.8%
Value ($000) $3,240 Shares 69,763 Est. Cost $46.44 Unrealized
OASIS PETE INC NEW 1.8%
Value ($000) $3,209 Shares 82,545 Est. Cost $38.88 Unrealized
PRECISION CASTPARTS 1.8%
Value ($000) $3,116 Shares 13,785 Est. Cost $226.04 Unrealized
USB US BANCORP (NEW) 1.7%
Value ($000) $2,979 Shares 82,425 Est. Cost $22.41 Unrealized 0.0%
LEA LEAR CORP SHS 1.7%
Value ($000) $2,968 Shares 49,090 Est. Cost $46.85 Unrealized 0.0%
MS MORGAN STANLEY 1.6%
Value ($000) $2,872 Shares 117,580 Est. Cost $17.33 Unrealized 0.0%
CL COLGATE PALMOLIVE 1.6%
Value ($000) $2,867 Shares 50,053 Est. Cost $44.38 Unrealized 0.0%
DIS DISNEY (WALT) CO COM STK 1.5%
Value ($000) $2,718 Shares 43,046 Est. Cost $56.11 Unrealized 0.0%
CHD CHURCH&DWIGHT CO INC 1.5%
Value ($000) $2,621 Shares 42,475 Est. Cost $26.18 Unrealized 0.0%
APACHE CORP 1.4%
Value ($000) $2,423 Shares 28,894 Est. Cost $83.86 Unrealized
ADP AUTOMATIC DATA PROC 1.4%
Value ($000) $2,395 Shares 34,782 Est. Cost $45.09 Unrealized 0.0%
DE DEERE CO 1.4%
Value ($000) $2,382 Shares 29,319 Est. Cost $68.04 Unrealized 0.0%
JNJ JOHNSON AND JOHNSON COM 1.3%
Value ($000) $2,268 Shares 26,409 Est. Cost $59.66 Unrealized 0.0%
APD AIR PRODUCTS&CHEM 1.3%
Value ($000) $2,229 Shares 24,339 Est. Cost $61.55 Unrealized 0.0%
SPDR S&P 500 ETF TRUST 1.2%
Value ($000) $2,187 Shares 13,633 Est. Cost $160.42 Unrealized
INTC INTEL CORP 1.2%
Value ($000) $2,182 Shares 90,055 Est. Cost $17.18 Unrealized 0.0%
SLB SCHLUMBERGER LTD 1.2%
Value ($000) $2,104 Shares 29,365 Est. Cost $52.90 Unrealized 0.0%
EMR EMERSON ELEC CO 1.2%
Value ($000) $2,031 Shares 37,241 Est. Cost $40.02 Unrealized 0.0%
CAMERON INTL CORP 1.1%
Value ($000) $2,014 Shares 32,925 Est. Cost $61.17 Unrealized
MCD MCDONALDS CORP COM 1.1%
Value ($000) $1,939 Shares 19,593 Est. Cost $71.80 Unrealized 0.0%
COSTCO WHOLESALE CRP DEL 1.0%
Value ($000) $1,688 Shares 15,263 Est. Cost $110.59 Unrealized
BAX BAXTER INTERNTL INC 0.9%
Value ($000) $1,622 Shares 23,418 Est. Cost $30.42 Unrealized 0.0%
CELGENE CORP COM 0.9%
Value ($000) $1,526 Shares 13,045 Est. Cost $116.98 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $1,278 Shares 45,657 Est. Cost $16.46 Unrealized 0.0%
NXP SEMICONDUCTORS N.V. 0.7%
Value ($000) $1,163 Shares 37,490 Est. Cost $31.02 Unrealized
AT&T INC 0.5%
Value ($000) $947 Shares 26,754 Est. Cost $35.40 Unrealized
GOOGLE INC CL A 0.5%
Value ($000) $828 Shares 941 Est. Cost $879.91 Unrealized
TSCO TRACTOR SUPPLY CO 0.4%
Value ($000) $749 Shares 6,370 Est. Cost $9.30 Unrealized 0.0%
BBT BERKSHIRE HILLS BANCORP 0.3%
Value ($000) $561 Shares 20,212 Est. Cost $18.22 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $510 Shares 6,620 Est. Cost $55.00 Unrealized 0.0%
DOV DOVER CORP 0.3%
Value ($000) $501 Shares 6,450 Est. Cost $39.99 Unrealized 0.0%
SYK STRYKER CORP 0.3%
Value ($000) $486 Shares 7,510 Est. Cost $56.92 Unrealized 0.0%
CISCO SYSTEMS INC COM 0.3%
Value ($000) $479 Shares 19,700 Est. Cost $24.31 Unrealized
OXY OCCIDENTAL PETE CORP CAL 0.3%
Value ($000) $476 Shares 5,327 Est. Cost $57.83 Unrealized 0.0%
WFC WELLS FARGO & CO NEW DEL 0.3%
Value ($000) $444 Shares 10,770 Est. Cost $27.36 Unrealized 0.0%
VERIZON COMMUNICATNS COM 0.2%
Value ($000) $425 Shares 8,440 Est. Cost $50.36 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $381 Shares 10,911 Est. Cost $28.85 Unrealized 0.0%
TARGET CORP COM 0.2%
Value ($000) $364 Shares 5,290 Est. Cost $68.81 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.2%
Value ($000) $363 Shares 4,989 Est. Cost $72.76 Unrealized
ABBVIE INC SHS 0.2%
Value ($000) $357 Shares 8,650 Est. Cost $41.27 Unrealized
POWERSHARES WATER RESOUR 0.2%
Value ($000) $350 Shares 15,880 Est. Cost $22.04 Unrealized
KO COCA COLA COM 0.2%
Value ($000) $348 Shares 8,670 Est. Cost $27.85 Unrealized 0.0%
CVS CVS CAREMARK CORP 0.2%
Value ($000) $322 Shares 5,634 Est. Cost $41.44 Unrealized 0.0%
3M COMPANY 0.2%
Value ($000) $306 Shares 2,806 Est. Cost $109.05 Unrealized
KINDER MORGAN ENERGY PARTNE 0.1%
Value ($000) $253 Shares 2,960 Est. Cost $85.47 Unrealized
SECTOR SPDR UTILITIES 0.1%
Value ($000) $204 Shares 5,430 Est. Cost $37.57 Unrealized