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

Institutional investor · Portfolio as of Q4 2025

Top Holdings416 positions

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Activity:

Microsoft Corp.

2.1M$1B5.5%$165.62+190.17%
28 qtrssince 2019-Q1
Increased
62

Alphabet Inc.

2.6M$821.9M4.4%$69.45+350.98%
28 qtrssince 2019-Q1
Decreased
0

Cintas Corporation

4.3M$799.8M4.3%$47.18+295.58%
28 qtrssince 2019-Q1
Increased
58

Apple Inc.

2.7M$730.4M3.9%$65.01+317.02%
28 qtrssince 2019-Q1
Decreased
0

Meta Platforms Inc

920,636$607.7M3.2%$229.03+187.47%
28 qtrssince 2019-Q1
Decreased
0

NVIDIA Corp.

2.7M$498.2M2.7%$126.78+46.77%
22 qtrssince 2020-Q3
Increased
58

Amazon.com, Inc.

2.1M$491.6M2.6%$107.35+115.01%
28 qtrssince 2019-Q1
Decreased
0
IVVIVV
ETF

iShares Trust CORE S&P500 ETF

520,330$356.4M1.9%$456.52+48.81%
28 qtrssince 2019-Q1
Increased
50

BK OF AMERICA CORP

5.8M$318.6M1.7%$30.46+77.73%
28 qtrssince 2019-Q1
Increased
49

Johnson & Johnson

1.5M$310.5M1.7%$124.33+63.81%
28 qtrssince 2019-Q1
Increased
49

Visa Inc

820,439$287.7M1.5%$201.20+73.27%
28 qtrssince 2019-Q1
Increased
49

FIFTH THIRD BANCORP

5.6M$262.9M1.4%$22.63+101.84%
28 qtrssince 2019-Q1
Decreased
0

EXXON MOBIL CORP

2.1M$251.8M1.3%$56.72+111.89%
28 qtrssince 2019-Q1
Increased
49

SCHWAB CHARLES CORP

2.5M$250.5M1.3%$62.05+59.43%
28 qtrssince 2019-Q1
Increased
49

Medtronic PLC

2.6M$250.3M1.3%$77.58+20.73%
28 qtrssince 2019-Q1
Increased
49

CINCINNATI FINL CORP

1.5M$244.8M1.3%$68.09+137.17%
28 qtrssince 2019-Q1
Decreased
0

Philip Morris International Inc.

1.5M$244.5M1.3%$65.22+139.72%
28 qtrssince 2019-Q1
Increased
48

Oracle Corp.

1.2M$242.8M1.3%$61.29+214.95%
28 qtrssince 2019-Q1
Decreased
0

SALESFORCE COM INC

843,801$223.5M1.2%$190.02+38.70%
28 qtrssince 2019-Q1
Increased
48

Goldman Sachs Group, Inc.

247,813$217.8M1.2%$208.07+316.35%
28 qtrssince 2019-Q1
Decreased
0
$18.8B
AUM
416
Positions
Q4 2025
Filing
HI score · 4.5/5
Quarterly 13F Value Change
+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+2%Q4'25$18.8B
Activity profile
$ moved · Q4'25
New9%Increased46%Decreased40%Exited5%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 4.9 years
<1Q4%1-4Q7%1-2Y8%2Y+81%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ manages $18.8B across 416 positions as of Q4 2025. Top holdings: MSFT (5.5%), GOOG (4.4%), CTAS (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.

Q4 2025 Summary

Active quarter - 25 new positions, 23 exits, 203 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $18.8B across 416 positions.

Top holdings by portfolio weight

Total AUM$19B
MSFT5.51%
GOOG4.38%
CTAS4.26%
AAPL3.89%
META3.24%
NVDA2.65%
AMZN2.62%
IVV1.90%
BAC1.70%
JNJ1.65%
Other1.53%

Portfolio allocation by GICS sector

Sectors11
Technology25.64%
Financial Services15.94%
Industrials10.70%
Communication Services10.46%
Healthcare10.00%
Consumer Cyclical7.65%
Unknown7.40%
Consumer Defensive4.39%
Energy3.21%
Real Estate2.11%
Other2.51%

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

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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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