FORT WASHINGTON INVESTMENT ADVISORS INC /OH/FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

Institutional investor · Portfolio as of Q1 2025

Top Holdings394 positions

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Activity:

CINTAS CORP

4.3M$874M5.4%$47.15+329.91%
25 qtrssince 2019-Q1
Decreased
0

MICROSOFT CORP

2.1M$791.7M4.9%$161.15+130.25%
25 qtrssince 2019-Q1
Increased
58

APPLE INC

2.8M$627.6M3.9%$64.77+240.86%
25 qtrssince 2019-Q1
Decreased
0

META PLATFORMS INC

936,148$539.6M3.3%$227.98+151.60%
25 qtrssince 2019-Q1
Decreased
0

ALPHABET INC

2.7M$414.5M2.5%$63.94+143.19%
25 qtrssince 2019-Q1
Increased
57

AMAZON COM INC

2.1M$397.3M2.4%$104.75+81.64%
25 qtrssince 2019-Q1
Decreased
0

VISA INC

795,257$278.7M1.7%$196.73+76.13%
25 qtrssince 2019-Q1
Decreased
0

UNITEDHEALTH GROUP INC

530,103$277.6M1.7%$269.90+86.51%
25 qtrssince 2019-Q1
Increased
49
IVVIVV
ETF

ISHARES TR

486,168$273.2M1.7%$444.00+24.31%
25 qtrssince 2019-Q1
Increased
54

PHILIP MORRIS INTL INC

1.7M$265.3M1.6%$64.79+132.65%
25 qtrssince 2019-Q1
Decreased
0

NVIDIA CORPORATION

2.3M$250.7M1.5%$118.66-8.89%
19 qtrssince 2020-Q3
Increased
58

JOHNSON & JOHNSON

1.5M$247M1.5%$123.77+28.98%
25 qtrssince 2019-Q1
Decreased
0

BANK AMERICA CORP

5.9M$246.6M1.5%$30.24+33.60%
25 qtrssince 2019-Q1
Decreased
0

EXXON MOBIL CORP

2M$241.1M1.5%$54.89+107.36%
25 qtrssince 2019-Q1
Decreased
0

MEDTRONIC PLC

2.7M$240.7M1.5%$77.30+10.75%
25 qtrssince 2019-Q1
Decreased
0

GOLDMAN SACHS GROUP INC

413,235$225.7M1.4%$208.07+154.84%
25 qtrssince 2019-Q1
Decreased
0

CINCINNATI FINL CORP

1.5M$221.9M1.4%$68.09+110.94%
25 qtrssince 2019-Q1
Decreased
0

FIFTH THIRD BANCORP

5.6M$220.2M1.4%$22.63+64.65%
25 qtrssince 2019-Q1
Unchanged
0

ORACLE CORP

1.6M$217.7M1.3%$61.29+124.24%
25 qtrssince 2019-Q1
Decreased
0

SALESFORCE INC

761,947$204.5M1.3%$184.93+43.44%
25 qtrssince 2019-Q1
Increased
48
$16.3B
AUM
394
Positions
Q1 2025
Filing
HI score · 4.5/5
Quarterly 13F Value Change
+9%Q4'23$14.5B+7%Q1'24$15.5B-1%Q2'24$15.3B+7%Q3'24$16.4B+2%Q4'24$16.7B-3%Q1'25$16.3B
Activity profile
$ moved · Q1'25
New3%Increased35%Decreased61%Exited1%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 4.6 years
<1Q2%1-4Q8%1-2Y7%2Y+83%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ manages $16.3B across 394 positions as of Q1 2025. Top holdings: CTAS (5.4%), MSFT (4.9%), AAPL (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.

Q1 2025 Summary

Active quarter - 10 new positions, 15 exits, 125 increased. Top move: MSFT (INCREASED, conviction 58). Portfolio: $16.3B across 394 positions.

Top holdings by portfolio weight

Total AUM$16B
CTAS5.37%
MSFT4.86%
AAPL3.85%
META3.31%
GOOG2.54%
AMZN2.44%
V1.71%
UNH1.70%
IVV1.68%
PM1.63%
Other1.54%

Portfolio allocation by GICS sector

Sectors11
Technology23.40%
Financial Services15.51%
Industrials11.51%
Healthcare11.44%
Communication Services9.18%
Consumer Cyclical7.62%
Unknown7.24%
Consumer Defensive5.05%
Energy3.34%
Real Estate2.23%
Other3.48%

Behavioral investing profile

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Balanced Allocator- primarily Technology, Financial Services, Industrials
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Elite(4.5 / 5.0)
Holdings P&L75
Conviction40
Concentration44
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Position Outcomes

Best and worst performing positions by estimated return

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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Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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