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

Institutional investor · Portfolio as of Q3 2025

Top Holdings414 positions

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Activity:

Microsoft Corp

2.1M$1.1B6.0%$164.73+211.85%
27 qtrssince 2019-Q1
Increased
62

Cintas Corp

4.3M$872.8M4.7%$47.17+330.77%
27 qtrssince 2019-Q1
Increased
58

Apple Inc

2.8M$720.1M3.9%$65.01+290.21%
27 qtrssince 2019-Q1
Decreased
0

Facebook Inc

922,897$677.8M3.7%$229.03+219.56%
27 qtrssince 2019-Q1
Decreased
0

Alphabet Inc

2.7M$658.5M3.6%$69.45+249.79%
27 qtrssince 2019-Q1
Increased
60

Amazon.com Inc

2.1M$468.1M2.5%$107.35+104.53%
27 qtrssince 2019-Q1
Increased
55

NVIDIA Corp

2.5M$461.5M2.5%$122.04+52.52%
21 qtrssince 2020-Q3
Increased
55

Oracle Corp

1.2M$350.8M1.9%$61.29+353.66%
27 qtrssince 2019-Q1
Decreased
0
IVVIVV
ETF

iShares Core S&P 500 ETF

509,507$341M1.8%$451.78+46.41%
27 qtrssince 2019-Q1
Decreased
0

Bank of America Corp

5.8M$297.8M1.6%$30.37+66.33%
27 qtrssince 2019-Q1
Decreased
0

Visa Inc

815,456$278.4M1.5%$200.30+69.08%
27 qtrssince 2019-Q1
Increased
50

Johnson & Johnson

1.5M$276.3M1.5%$123.79+46.49%
27 qtrssince 2019-Q1
Increased
48

Goldman Sachs Group Inc/The

338,295$269.4M1.5%$208.07+275.34%
27 qtrssince 2019-Q1
Decreased
0

Fifth Third Bancorp

5.6M$250.2M1.4%$22.63+90.48%
27 qtrssince 2019-Q1
Unchanged
0

Philip Morris International In

1.5M$247M1.3%$65.11+138.37%
27 qtrssince 2019-Q1
Increased
48

Medtronic PLC

2.6M$244M1.3%$77.30+19.25%
27 qtrssince 2019-Q1
Decreased
0

The Charles Schwab Corp

2.5M$238.2M1.3%$61.88+52.34%
27 qtrssince 2019-Q1
Decreased
0

Cincinnati Financial Corp

1.5M$237.1M1.3%$68.09+128.39%
27 qtrssince 2019-Q1
Decreased
0

Exxon Mobil Corp

2.1M$233.9M1.3%$56.16+100.29%
27 qtrssince 2019-Q1
Increased
49

salesforce.com Inc

842,842$199.8M1.1%$189.94+23.94%
27 qtrssince 2019-Q1
Increased
53
$18.5B
AUM
414
Positions
Q3 2025
Filing
HI score · 4.5/5
Quarterly 13F Value Change
-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+6%Q3'25$18.5B
Activity profile
$ moved · Q3'25
New7%Increased60%Decreased30%Exited3%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 4.8 years
<1Q5%1-4Q5%1-2Y9%2Y+82%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ manages $18.5B across 414 positions as of Q3 2025. Top holdings: MSFT (6.0%), CTAS (4.7%), AAPL (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.

Q3 2025 Summary

Active quarter - 30 new positions, 12 exits, 179 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $18.5B across 414 positions.

Top holdings by portfolio weight

Total AUM$18B
MSFT5.98%
CTAS4.73%
AAPL3.90%
META3.67%
GOOG3.57%
AMZN2.54%
NVDA2.50%
ORCL1.90%
IVV1.85%
BAC1.61%
Other1.51%

Portfolio allocation by GICS sector

Sectors11
Technology26.30%
Financial Services15.72%
Industrials11.29%
Communication Services10.33%
Healthcare9.16%
Consumer Cyclical7.51%
Unknown7.34%
Consumer Defensive4.39%
Energy3.10%
Real Estate1.99%
Other2.86%

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

Verify source filings on SEC EDGAR

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