Fort Washington Investment Advisors Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Fort Washington Investment Advisors Inc. reported 397 stock positions worth $15.5 billion. Its top holding was Microsoft (MSFT) at 5.6% of the portfolio, followed by Cintas (CTAS, 4.7%) and Apple (AAPL, 3.5%). Compared with Q4 2023, it opened 17 new positions, sold out of 9, added to 124 and reduced 174. The biggest buy was a new position in Becton Dickinson and (BDX) and the biggest sale Apple (AAPL, shares −2%).

Most Recent 13F
Q2 2026
Location
Cincinnati, OH
CIK
0001009016
Portfolio Value
$15.5B (Q1 2024)
SEC Filing
0000950123-24-004502 ↗ filed May 13, 2024

Holdings Value

0$5.0B$10.0B$15.0B$20.0B Q1 2024: $15.5B $15.5B Q1 2024 Q2 2024: $15.3B Q2 2024 Q3 2024: $16.4B Q3 2024 Q4 2024: $16.7B Q4 2024 Q1 2025: $16.3B Q1 2025 Q2 2025: $17.4B Q2 2025 Q3 2025: $18.5B Q3 2025 Q4 2025: $18.8B Q4 2025 Q1 2026: $18.1B Q1 2026 Q2 2026: $19.9B Q2 2026

Holdings 397 stocks · $15.5B

MSFT Microsoft Corp. 5.65% 2,085,130 $877.3M Reduce -2.8%
CTAS Cintas Corp. 4.70% 1,062,365 $729.9M Add +0.0%
AAPL Apple Inc. 3.46% 3,133,131 $537.3M Reduce -1.6%
META Meta Platforms Inc. Class A 2.84% 908,756 $441.3M Add +4.8%
GOOG Alphabet Inc. Class C 2.50% 2,546,532 $387.7M Reduce -0.6%
AMZN Amazon.com Inc. 2.45% 2,113,083 $381.2M Reduce -0.7%
BRK.B Berkshire Hathaway Inc. Class B 2.17% 800,394 $336.6M Reduce -6.0%
GS Goldman Sachs Group Inc. 1.81% 672,359 $280.8M Reduce -2.4%
JNJ Johnson & Johnson 1.73% 1,696,571 $268.4M Reduce -1.8%
UNH Unitedhealth Group Inc. 1.68% 528,988 $261.7M Reduce -0.2%
XOM Exxon Mobil Corp. 1.65% 2,203,846 $256.2M Reduce -2.5%
ORCL Oracle Corp. 1.52% 1,881,422 $236.3M Reduce -9.1%
MDT Medtronic PLC 1.51% 2,686,492 $234.1M Reduce -0.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.47% 6,040,201 $229.0M Reduce -2.4%
V Visa Inc. Class A 1.45% 804,331 $224.5M Reduce -1.1%
FITB Fifth Third Bancorp 1.35% 5,618,168 $209.1M No change
TXN Texas Instruments Inc. 1.34% 1,199,379 $208.9M Add +8.3%
IVV iShares Core S&P 500 ETF 1.34% 397,285 $208.9M Add +11.6%
CRM Salesforce Inc. 1.26% 651,610 $196.3M Reduce -0.5%
RTX RTX Corp. 1.23% 1,963,023 $191.5M Add +0.3%
CINF Cincinnati Financial Corp. 1.20% 1,497,902 $186.0M Reduce -0.1%
HCA HCA Healthcare Inc. 1.15% 535,628 $178.6M Reduce -0.3%
PM Philip Morris International 1.11% 1,888,103 $173.0M Reduce -2.3%
CMCSA Comcast Corp. Class A 1.08% 3,862,642 $167.4M Reduce -3.7%
COR Cencora Inc. 1.07% 683,182 $166.0M Reduce -18.8%
SWK Stanley Black & Decker Inc. 1.02% 1,615,548 $158.2M Add +10.3%
DD Dupont DE Nemours Inc. 1.02% 2,056,749 $157.7M Reduce -0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.97% 792,726 $151.4M Reduce -16.1%
BMY Bristol-Myers Squibb Co. 0.89% 2,561,543 $138.9M Add +0.7%
MNST Monster Beverage Corp. 0.82% 2,153,215 $127.6M Reduce -0.0%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.81% 1,454,620 $125.1M Reduce -0.0%
BDX Becton Dickinson and Co. 0.78% 488,953 $121.0M New
MKL Markel Group Inc. 0.77% 78,131 $118.9M Add +4.2%
SCHW Schwab (charles) Corp. 0.72% 1,541,672 $111.5M Add +24.4%
SBUX Starbucks Corp. 0.72% 1,219,838 $111.5M Add +0.1%
WDAY Workday Inc. Class A 0.69% 391,315 $106.7M Reduce -0.1%
ROP Roper Technologies Inc. 0.68% 189,046 $106.0M No change
SIO Touchstone Strtg in ETF-Iusd 0.67% 4,077,525 $103.7M Add +1.1%
BMRN Biomarin Pharmaceutical Inc. 0.66% 1,167,255 $101.9M Add +0.1%
BA The Boeing Co. 0.65% 523,176 $101.0M Add +15.9%
SSNC Ss&c Technologies Holdings 0.63% 1,525,421 $98.2M Reduce -0.0%
HUBB Hubbell Inc. 0.59% 219,090 $90.9M Reduce -8.8%
AVGO Broadcom Inc. 0.58% 67,864 $89.9M Reduce -14.6%
USB US Bancorp 0.54% 1,888,177 $84.4M Reduce -2.5%
ABNB Airbnb Inc. Class A 0.54% 504,249 $83.2M Reduce -0.0%
JLL Jones Lang Lasalle Inc. 0.53% 425,923 $83.1M Reduce -0.0%
AFG American Financial Group Inc. 0.53% 604,097 $82.4M No change
QCOM Qualcomm Inc. 0.53% 486,165 $82.3M Reduce -14.0%
BLK BlackRock Finance Inc. 0.52% 96,487 $80.4M Reduce -10.3%
HD Home Depot Inc. 0.52% 208,936 $80.1M Reduce -8.3%
KLAC KLA Corp. 0.51% 112,917 $78.9M Reduce -11.2%
CVX Chevron Corp. 0.51% 499,655 $78.8M Reduce -0.2%
NFLX Netflix Inc. 0.51% 129,354 $78.6M Reduce -17.5%
LUV Southwest Airlines Co. 0.49% 2,612,406 $76.3M Add +0.2%
CSCO Cisco Systems Inc. 0.49% 1,524,334 $76.1M Reduce -0.2%
WFC Wells Fargo & Co. 0.48% 1,279,584 $74.2M Reduce -8.7%
VZ Verizon Communications Inc. 0.46% 1,708,281 $71.7M Reduce -5.8%
CVS CVS Health Corp. 0.45% 881,627 $70.3M Add +0.8%
MRK Merck & Co. Inc. 0.45% 527,072 $69.5M Reduce -0.7%
MU Micron Technology Inc. 0.45% 587,253 $69.2M Add +14.2%
YUM Yum! Brands Inc. 0.44% 489,228 $67.8M Reduce -0.5%
TSM Taiwan Semiconductor-SP ADR 0.43% 495,394 $67.4M Add +1858.1%
AMT American Tower Corp. 0.40% 318,022 $62.8M Add +0.4%
ARE Alexandria Real Estate Equit 0.40% 483,567 $62.3M Add +0.5%
FFBC First Financial Bancorp 0.40% 2,751,469 $61.7M No change
DUK Duke Energy Corp. 0.40% 635,392 $61.4M Reduce -6.3%
INTC Intel Corp. 0.39% 1,360,249 $60.1M Reduce -4.9%
SYY Sysco Corp. 0.38% 735,657 $59.7M Add +6.5%
ETR Entergy Corp. 0.38% 563,858 $59.6M Reduce -0.2%
T AT&T Inc. 0.38% 3,381,732 $59.5M Add +1.5%
PSX Phillips 66 0.38% 362,874 $59.3M Reduce -8.9%
CAT Caterpillar Inc. 0.38% 161,593 $59.2M Reduce -14.9%
VLO Valero Energy Corp. 0.37% 336,215 $57.4M Reduce -4.9%
PEP Pepsico Inc. 0.36% 324,030 $56.7M Reduce -8.7%
JPM JPMorgan Chase & Co. 0.36% 280,460 $56.2M Reduce -6.4%
MCD McDonald's Corp. 0.35% 193,107 $54.4M Reduce -8.9%
TUSI Touchstone Ultra Short Incom 0.34% 2,091,877 $52.7M Reduce -0.2%
KOF Coca-Cola Femsa Sab-SP ADR 0.34% 537,070 $52.2M Reduce -6.6%
TFC Truist Financial Corp. 0.33% 1,326,206 $51.7M Reduce -0.3%
TGT Target Corp. 0.33% 288,632 $51.1M Add +0.4%
STZ Constellation Brands Inc. Class A 0.33% 187,945 $51.1M Add +0.4%
PG The Procter & Gamble Co. 0.31% 295,907 $48.0M Reduce -0.3%
LMT Lockheed Martin Corp. 0.31% 105,150 $47.8M Add +0.8%
PFE Pfizer Inc. 0.31% 1,717,226 $47.7M Add +0.3%
ABBV Abbvie Inc. 0.30% 257,813 $46.9M Reduce -6.1%
NEE Nextera Energy Inc. 0.30% 729,464 $46.6M Add +0.1%
CHH Choice Hotels Intl Inc. 0.30% 366,634 $46.3M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.30% 377,642 $46.2M Reduce -0.1%
TSEC Touchstone Securitized Inc. 0.30% 1,769,973 $45.9M Add +121.3%
ADI Analog Devices Inc. 0.28% 220,061 $43.5M Add +90.0%
HLT Hilton Worldwide Holdings Inc. 0.28% 202,927 $43.3M Reduce -54.1%
FDX FedEx Corp. 0.27% 142,819 $41.4M Add +2.8%
DG Dollar General Corp. 0.26% 263,081 $41.1M Add +1.7%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.26% 163,606 $40.9M Reduce -0.9%
VOO Vanguard S&P 500 ETF 0.26% 82,457 $39.6M Add +1.6%
MMM 3M Co. 0.25% 369,992 $39.2M Add +0.1%
APD Air Products & Chemicals Inc. 0.25% 160,985 $39.0M Add +0.0%
QUAL iShares MSCI USA Quality Fac 0.25% 232,928 $38.3M Add +68.5%
OMC Omnicom Group 0.24% 386,212 $37.4M Add +0.4%
ACN Accenture PLC Class A 0.24% 106,518 $36.9M Reduce -0.2%

Show all 397 holdings

Portfolio Sells Q4 2023 → Q1 2024

AAPL Apple Inc. Reduce -1.6% 3.46% −0.78
FBIN Fortune Brands Innovations I Reduce -98.8% 0.00% −0.36
PYPL PayPal Holdings Inc. Reduce -93.5% 0.02% −0.31
HLT Hilton Worldwide Holdings Inc. Reduce -54.1% 0.28% −0.28
UNH Unitedhealth Group Inc. Reduce -0.2% 1.68% −0.25
EMB iShares JP Morgan Usd Emergi Reduce -96.8% 0.00% −0.15
JNJ Johnson & Johnson Reduce -1.8% 1.73% −0.15
PM Philip Morris International Reduce -2.3% 1.11% −0.14
WMT Walmart Inc. Reduce -85.7% 0.03% −0.14
CMCSA Comcast Corp. Class A Reduce -3.7% 1.08% −0.14
QDEL Quidelortho Corp. Sold out 0.00% −0.13
COR Cencora Inc. Reduce -18.8% 1.07% −0.13
INTC Intel Corp. Reduce -4.9% 0.39% −0.11
IWB iShares Russell 1000 ETF Reduce -76.9% 0.03% −0.10
IBM Intl Business Machines Corp. Reduce -16.1% 0.97% −0.10
BLK BlackRock Finance Inc. Reduce -10.3% 0.52% −0.09
MCD McDonald's Corp. Reduce -8.9% 0.35% −0.08
DD Dupont DE Nemours Inc. Reduce -0.1% 1.02% −0.08
PREMIER INC-CLASS A Reduce -38.6% 0.09% −0.07
WDAY Workday Inc. Class A Reduce -0.1% 0.69% −0.06
DUK Duke Energy Corp. Reduce -6.3% 0.40% −0.06
SHOO Steven Madden Ltd. Reduce -27.0% 0.12% −0.06
CIEN Ciena Corp. Reduce -41.2% 0.08% −0.05
PEP Pepsico Inc. Reduce -8.7% 0.36% −0.05
FNB FNB Corp. Reduce -23.6% 0.13% −0.05
ONTO Onto Innovation Inc. Reduce -34.4% 0.12% −0.05
MMS Maximus Inc. Reduce -21.5% 0.13% −0.05
SPG Simon Property Group Inc. Reduce -23.8% 0.16% −0.04
CSCO Cisco Systems Inc. Reduce -0.2% 0.49% −0.04
MBUU Malibu Boats Inc. Class A Reduce -5.2% 0.10% −0.04
QLYS Qualys Inc. Reduce -14.8% 0.09% −0.04
TECH Bio-Techne Corp. Reduce -19.8% 0.09% −0.04
ENSG The Ensign Group Inc. Reduce -26.8% 0.13% −0.04
KOF Coca-Cola Femsa Sab-SP ADR Reduce -6.6% 0.34% −0.04
CR Crane Co. Reduce -33.1% 0.10% −0.04
CHE Chemed Corp. Reduce -30.8% 0.09% −0.04
USB US Bancorp Reduce -2.5% 0.54% −0.04
MNST Monster Beverage Corp. Reduce -0.0% 0.82% −0.04
KBR KBR Inc. Reduce -32.6% 0.09% −0.04
QCOM Qualcomm Inc. Reduce -14.0% 0.53% −0.04
OXM Oxford Industries Inc. Reduce -30.6% 0.09% −0.04
AVGO Broadcom Inc. Reduce -14.6% 0.58% −0.03
FSS Federal Signal Corp. Reduce -28.9% 0.09% −0.03
ESE Esco Technologies Inc. Reduce -13.3% 0.09% −0.03
MDT Medtronic PLC Reduce -0.6% 1.51% −0.03
GS Goldman Sachs Group Inc. Reduce -2.4% 1.81% −0.03
HD Home Depot Inc. Reduce -8.3% 0.52% −0.03
BABA Alibaba Group Holding-SP ADR Reduce -0.0% 0.19% −0.03
FOXA Fox Corp. Class A Reduce -15.1% 0.13% −0.03
CHX Championx Corp. Reduce -31.4% 0.10% −0.03

Portfolio Buys Q4 2023 → Q1 2024

BDX Becton Dickinson and Co. New 0.78% +0.78
META Meta Platforms Inc. Class A Add +4.8% 2.84% +0.72
TSM Taiwan Semiconductor-SP ADR Add +1858.1% 0.43% +0.42
CTAS Cintas Corp. Add +0.0% 4.70% +0.27
LVS Las Vegas Sands Corp. New 0.23% +0.23
NKE Nike Inc. Class B Add +1188.6% 0.20% +0.18
IVV iShares Core S&P 500 ETF Add +11.6% 1.34% +0.17
TSEC Touchstone Securitized Inc. Add +121.3% 0.30% +0.15
MU Micron Technology Inc. Add +14.2% 0.45% +0.14
BKNG Booking Holdings Inc. Add +994.4% 0.15% +0.13
CROX Crocs Inc. New 0.13% +0.13
CSGS CSG Systems Intl Inc. New 0.13% +0.13
SCHW Schwab (charles) Corp. Add +24.4% 0.72% +0.13
ADI Analog Devices Inc. Add +90.0% 0.28% +0.12
QUAL iShares MSCI USA Quality Fac Add +68.5% 0.25% +0.11
OII Oceaneering Intl Inc. New 0.10% +0.10
HAE Haemonetics Corp. New 0.10% +0.10
RTX RTX Corp. Add +0.3% 1.23% +0.09
TDC Teradata Corp. New 0.09% +0.09
ASTH Astrana Health Inc. Add +161.8% 0.12% +0.08
GE General Electric Add +2105.1% 0.07% +0.07
VTWO Vanguard Russell 2000 ETF Add +42.5% 0.19% +0.05
SLGN Silgan Holdings Inc. Add +61.1% 0.13% +0.05
TGT Target Corp. Add +0.4% 0.33% +0.05
DOCS Doximity Inc. Class A Add +110.1% 0.08% +0.04
TXN Texas Instruments Inc. Add +8.3% 1.34% +0.04
CATH Global X S&P 500 Ca Val ETF Add +247.0% 0.05% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +23.0% 0.19% +0.04
SYY Sysco Corp. Add +6.5% 0.38% +0.04
FTDR Frontdoor Inc. Add +38.6% 0.20% +0.03
MKL Markel Group Inc. Add +4.2% 0.77% +0.03
SWK Stanley Black & Decker Inc. Add +10.3% 1.02% +0.02
FDX FedEx Corp. Add +2.8% 0.27% +0.02
EFA iShares MSCI Eafe ETF Add +116.3% 0.04% +0.02
DG Dollar General Corp. Add +1.7% 0.26% +0.02
STZ Constellation Brands Inc. Class A Add +0.4% 0.33% +0.02
CLH Clean Harbors Inc. Add +3.7% 0.14% +0.01
WBS Webster Financial Corp. Add +16.2% 0.18% +0.01
DGII Digi International Inc. Add +1.0% 0.10% +0.01
LOPE Grand Canyon Education Inc. Add +18.9% 0.09% +0.01
OMC Omnicom Group Add +0.4% 0.24% +0.01
SKY Champion Homes Inc. Add +5.0% 0.09% +0.01
VOO Vanguard S&P 500 ETF Add +1.6% 0.26% +0.01
NVDA Nvidia Corp. Add +1.0% 0.02% +0.01
VTEB Vanguard Tax-Exempt Bond ETF Add +498.9% 0.01% +0.01
AESI Atlas Energy Solutions Inc. New 0.01% +0.01
KMI Kinder Morgan Inc. Add +43.6% 0.03% +0.01
APLE Apple Hospitality REIT Inc. Add +17.9% 0.09% +0.01
MEDP Medpace Holdings Inc. Add +17.1% 0.02% +0.01
EFOR Everforth Inc. Add +6.2% 0.09% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 420$19.9BGOOG, MSFT, AAPL, CTAS, NVDA
Q1 2026 417$18.1BMSFT, GOOG, CTAS, AAPL, META
Q4 2025 415$18.8BMSFT, GOOG, CTAS, AAPL, META
Q3 2025 413$18.5BMSFT, CTAS, AAPL, META, GOOG
Q2 2025 395$17.4BMSFT, CTAS, META, AAPL, GOOG
Q1 2025 394$16.3BCTAS, MSFT, AAPL, META, GOOG
Q4 2024 398$16.7BMSFT, CTAS, AAPL, META, GOOG
Q3 2024 403$16.4BMSFT, CTAS, AAPL, META, GOOG
Q2 2024 397$15.3BMSFT, CTAS, AAPL, META, GOOG
Q1 2024Amended 397$15.5BMSFT, CTAS, AAPL, META, GOOG