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

Institutional investor · Portfolio as of Q2 2025

SEC EDGAR SourceSEC Filings

Top Holdings396 positions

Checking export access…
Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

MICROSOFT CORP

2.1M$1.1B6.1%$165.07+199.38%
26 qtrssince 2019-Q1
Increased
62

CINTAS CORP

4.3M$947.6M5.5%$161.75+35.56%
26 qtrssince 2019-Q1
Decreased
0

META PLATFORMS INC-CLASS A

938,106$692.4M4.0%$229.39+219.34%
26 qtrssince 2019-Q1
Increased
58

APPLE INC

2.8M$580.7M3.3%$103.22+97.82%
26 qtrssince 2019-Q1
Increased
58

ALPHABET INC-CL C

2.6M$464.9M2.7%$98.80+80.16%
26 qtrssince 2019-Q1
Decreased
0

AMAZON.COM INC

2.1M$457.1M2.6%$109.08+104.72%
26 qtrssince 2019-Q1
Decreased
0

NVIDIA CORP

2.4M$379.1M2.2%$121.88+29.41%
20 qtrssince 2020-Q3
Increased
55

ORACLE CORP

1.5M$336.8M1.9%$62.87+232.24%
26 qtrssince 2019-Q1
Decreased
0
IVVIVV
ETF

ISHARES CORE S&P 500 ETF

509,816$316.5M1.8%$453.28+35.33%
26 qtrssince 2019-Q1
Increased
51

GOLDMAN SACHS GROUP INC

402,084$284.6M1.6%$212.84+221.25%
26 qtrssince 2019-Q1
Decreased
0

VISA INC-CLASS A SHARES

798,942$283.7M1.6%$197.44+78.09%
26 qtrssince 2019-Q1
Increased
49

BANK OF AMERICA CORP

6M$282M1.6%$31.19+49.49%
26 qtrssince 2019-Q1
Increased
49

PHILIP MORRIS INTERNATIONAL

1.5M$276.3M1.6%$68.00+161.36%
26 qtrssince 2019-Q1
Decreased
0

SCHWAB (CHARLES) CORP

2.6M$235.1M1.4%$61.88+45.18%
26 qtrssince 2019-Q1
Decreased
0

FIFTH THIRD BANCORP

5.6M$231M1.3%$23.32+73.36%
26 qtrssince 2019-Q1
Increased
48

JOHNSON & JOHNSON

1.5M$227.6M1.3%$126.39+18.95%
26 qtrssince 2019-Q1
Increased
48

MEDTRONIC PLC

2.6M$226.4M1.3%$80.04+6.66%
26 qtrssince 2019-Q1
Decreased
0

TEXAS INSTRUMENTS INC

1.1M$224.2M1.3%$122.94+63.43%
26 qtrssince 2019-Q1
Increased
49

CINCINNATI FINANCIAL CORP

1.5M$223.6M1.3%$68.81+110.24%
26 qtrssince 2019-Q1
Decreased
0

EXXON MOBIL CORP

2M$219.6M1.3%$55.14+93.56%
26 qtrssince 2019-Q1
Increased
48
$17.4B
AUM
396
Positions
Q2 2025
Filing
Rating · 4.5
Quarterly Portfolio Change
+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+7%Q2'25$17.4B
Activity profile
$ moved · Q2'25
New3%Increased57%Decreased38%Exited2%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 4.8 years
<1Q1%1-4Q7%1-2Y8%2Y+84%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ manages $17.4B across 396 positions as of Q2 2025. Top holdings: MSFT (6.1%), CTAS (5.5%), META (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.

Q2 2025 Summary

Active quarter - 14 new positions, 12 exits, 150 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $17.4B across 396 positions.

Top holdings by portfolio weight

Total AUM$17B
MSFT6.09%
CTAS5.46%
META3.99%
AAPL3.35%
GOOG2.68%
AMZN2.63%
NVDA2.18%
ORCL1.94%
IVV1.82%
GS1.64%
Other1.63%

Portfolio allocation by GICS sector

Sectors11
Technology26.38%
Financial Services15.62%
Industrials11.48%
Communication Services9.97%
Healthcare8.73%
Consumer Cyclical7.57%
Unknown7.41%
Consumer Defensive4.68%
Energy3.09%
Real Estate1.97%
Other3.10%

Behavioral investing profile

Checking access…
Balanced Allocator- primarily Technology, Financial Services, Industrials
Compare DNA across all funds
7-dimension quality assessment
Elite(4.5 / 5.0)
Track Record97
Conviction41
Concentration44
Checking access…

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.

Similar Funds

Funds with similar investing DNA

Accumulation Streaks

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

Security
8Q
ADPADPAUTOMATIC DATA PROCESSING
Q3 2024 Q2 2026+138,913 shares+$29.3M
8Q
BDXBDXBECTON DICKINSON AND CO
Q3 2024 Q2 2026+526,747 shares+$31.8M
8Q
BABABOEING CO/THE
Q3 2024 Q2 2026+213,622 shares+$64.9M
Checking access…

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used