Bahl & Gaynor LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings332 positions
BROADCOM INC | 4M | $1.1B | 5.6% | $33.75 | +709.44% | 26 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.7M | $843.3M | 4.3% | $165.26 | +198.05% | 26 qtrssince 2019-Q1 | Increased 62 |
ABBVIE INC | 4.1M | $765.2M | 3.9% | $110.51 | +60.54% | 26 qtrssince 2019-Q1 | Increased 71 |
PROCTER & GAMBLE CO | 4.2M | $674.1M | 3.4% | $105.26 | +46.03% | 26 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 831,489 | $648.2M | 3.3% | $177.94 | +334.38% | 26 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 2.1M | $599.9M | 3.0% | $140.32 | +101.76% | 26 qtrssince 2019-Q1 | Decreased 0 |
WILLIAMS COS INC | 8.5M | $535.1M | 2.7% | $36.58 | +65.24% | 26 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 1.2M | $458M | 2.3% | $198.89 | +78.25% | 26 qtrssince 2019-Q1 | Decreased 0 |
MARSH & MCLENNAN COS INC | 1.9M | $422.7M | 2.1% | $118.98 | +78.26% | 26 qtrssince 2019-Q1 | Decreased 0 |
MONDELEZ INTL INC | 6.1M | $408.7M | 2.1% | $52.26 | +23.61% | 26 qtrssince 2019-Q1 | Decreased 0 |
NEXTERA ENERGY INC | 5.7M | $393.3M | 2.0% | $58.80 | +13.89% | 26 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.5M | $386M | 2.0% | $143.61 | +3.26% | 26 qtrssince 2019-Q1 | Increased 56 |
TEXAS INSTRS INC | 1.6M | $333.5M | 1.7% | $122.67 | +63.79% | 26 qtrssince 2019-Q1 | Decreased 0 |
EATON CORP PLC | 912,768 | $325.8M | 1.6% | $134.43 | +161.87% | 26 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORPORATION | 2.2M | $320.7M | 1.6% | $107.43 | +29.64% | 26 qtrssince 2019-Q1 | Decreased 0 |
MCDONALDS CORP | 1.1M | $314.9M | 1.6% | $192.40 | +47.21% | 26 qtrssince 2019-Q1 | Decreased 0 |
TRAVELERS COMPANIES INC | 1.2M | $311.9M | 1.6% | $199.52 | +30.92% | 26 qtrssince 2019-Q1 | Decreased 0 |
HARTFORD INSURANCE GROUP INC | 2.3M | $296.4M | 1.5% | $94.51 | +31.35% | 10 qtrssince 2023-Q1 | Increased 53 |
AUTOMATIC DATA PROCESSING IN | 938,690 | $289.5M | 1.5% | $162.95 | +82.97% | 26 qtrssince 2019-Q1 | Decreased 0 |
BROADRIDGE FINL SOLUTIONS IN | 1.2M | $289.4M | 1.5% | $124.75 | +89.72% | 26 qtrssince 2019-Q1 | Increased 50 |
Bahl & Gaynor LLC manages $19.8B across 332 positions as of Q2 2025. Top holdings: AVGO (5.6%), MSFT (4.3%), ABBV (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 12 new positions, 17 exits, 107 increased. Top move: ABBV (INCREASED, conviction 71). Portfolio: $19.8B across 332 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR