SEC 13F Intelligence

Renaissance Investment Group LLC / HD

Renaissance Investment Group LLC’s Home Depot Inc Position

Does Renaissance Investment Group LLC own Home Depot Inc (HD)? Yes — 38.6K shares worth $14M (+2.68% of its 13F portfolio) as of Q2 2026, up from 38.4K shares the prior filed quarter.

Position Value
$14M
Q2 2026
Shares
38.6K
% of Portfolio
+2.68%
Quarters Held
31
currently held

Position History HD

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $11MQ2 ’19: $12MQ3 ’19: $13MQ4 ’19: $12MQ4 ’19Q1 ’20: $10MQ2 ’20: $12MQ3 ’20: $13MQ4 ’20: $12MQ4 ’20Q1 ’21: $13MQ2 ’21: $14MQ3 ’21: $14MQ4 ’21: $17MQ4 ’21Q1 ’22: $12MQ2 ’22: $11MQ3 ’22: $11MQ4 ’22: $12MQ4 ’22Q1 ’23: $11MQ2 ’23: $11MQ3 ’23: $11MQ4 ’23: $13MQ4 ’23Q1 ’24: $14MQ2 ’24: $12MQ3 ’24: $15MQ4 ’24: $14MQ4 ’24Q1 ’25: $14MQ2 ’25: $14MQ3 ’25: $16MQ4 ’25: $13MQ4 ’25Q1 ’26: $13MQ2 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202638.6K$14M+2.68%
Q1 202638.4K$13M+2.71%
Q4 202538.2K$13M+2.65%
Q3 202538.6K$16M+3.17%
Q2 202538.9K$14M+3.10%
Q1 202538.8K$14M+3.45%
Q4 202437.2K$14M+3.05%
Q3 202437.1K$15M+3.13%
Q2 202436.9K$12M+2.70%
Q1 202436.5K$14M+3.21%
Q4 202336.4K$13M+3.14%
Q3 202336.5K$11M+3.07%
Q2 202336.5K$11M+2.98%
Q1 202337.0K$11M+3.07%
Q4 202238.7K$12M+3.64%
Q3 202239.6K$11M+3.49%
Q2 202238.8K$11M+3.47%
Q1 202238.7K$12M+3.48%
Q4 202141.5K$17M+4.09%
Q3 202142.4K$14M+3.55%
Q2 202142.8K$14M+3.49%
Q1 202143.1K$13M+3.63%
Q4 202044.5K$12M+3.48%
Q3 202046.6K$13M+4.30%
Q2 202046.7K$12M+4.31%
Q1 202054.0K$10M+4.76%
Q4 201954.2K$12M+4.22%
Q3 201955.5K$13M+4.97%
Q2 201955.5K$12M+4.31%
Q1 201955.9K$11M+4.37%
Q4 201856.3K$10M+4.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Renaissance Investment Group LLC’s full portfolio or all institutional holders of HD.