Fort Washington Investment Advisors Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Fort Washington Investment Advisors Inc. reported 398 stock positions worth $16.7 billion. Its top holding was Microsoft (MSFT) at 5.3% of the portfolio, followed by Cintas (CTAS, 4.6%) and Apple (AAPL, 4.5%). Compared with Q3 2024, it opened 14 new positions, sold out of 19, added to 163 and reduced 154. The biggest buy was Applied Materials (AMAT, shares +5872%) and the biggest sale HCA Healthcare (HCA, shares −2%).

Most Recent 13F
Q2 2026
Location
Cincinnati, OH
CIK
0001009016
Portfolio Value
$16.7B (Q4 2024)
SEC Filing
0000950123-25-000335 ↗ filed Jan 17, 2025

Holdings Value

0$5.0B$10.0B$15.0B$20.0B Q1 2024: $15.5B Q1 2024 Q2 2024: $15.3B Q2 2024 Q3 2024: $16.4B Q3 2024 Q4 2024: $16.7B $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 398 stocks · $16.7B

MSFT Microsoft Corp. 5.27% 2,094,318 $882.8M Add +1.3%
CTAS Cintas Corp. 4.64% 4,255,480 $777.5M Add +0.1%
AAPL Apple Inc. 4.47% 2,990,457 $748.9M Reduce -2.7%
META Meta Platforms Inc. Class A 3.33% 952,698 $557.8M Reduce -0.0%
GOOG Alphabet Inc. Class C 2.84% 2,495,863 $475.3M Reduce -0.9%
AMZN Amazon.com Inc. 2.74% 2,092,476 $459.1M Reduce -1.1%
UNH Unitedhealth Group Inc. 1.60% 528,638 $267.4M Add +2.3%
ORCL Oracle Corp. 1.59% 1,602,071 $267.0M Reduce -1.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.56% 5,952,148 $261.6M Add +2.1%
GS Goldman Sachs Group Inc. 1.54% 451,283 $258.4M Reduce -5.2%
NVDA Nvidia Corp. 1.53% 1,913,182 $256.9M Add +0.1%
IVV iShares Core S&P 500 ETF 1.53% 434,961 $256.1M Add +5.8%
CRM Salesforce Inc. 1.52% 761,528 $254.6M Add +0.2%
V Visa Inc. Class A 1.52% 804,973 $254.4M Add +0.9%
JNJ Johnson & Johnson 1.47% 1,702,574 $246.2M Add +4.1%
FITB Fifth Third Bancorp 1.42% 5,616,571 $237.5M Reduce -0.0%
MDT Medtronic PLC 1.34% 2,805,409 $224.1M Add +7.4%
XOM Exxon Mobil Corp. 1.31% 2,036,668 $219.1M Add +4.3%
CINF Cincinnati Financial Corp. 1.30% 1,510,848 $217.1M Reduce -0.0%
BRK.B Berkshire Hathaway Inc. Class B 1.27% 470,966 $213.5M Reduce -15.9%
PM Philip Morris International 1.25% 1,732,601 $208.5M Reduce -3.6%
TXN Texas Instruments Inc. 1.20% 1,070,968 $200.8M Add +4.5%
SCHW Schwab (charles) Corp. 1.15% 2,593,011 $191.9M Add +2.8%
BDX Becton Dickinson and Co. 1.08% 796,195 $180.6M Add +14.5%
RTX RTX Corp. 0.98% 1,413,080 $163.5M Reduce -14.3%
HCA HCA Healthcare Inc. 0.93% 518,274 $155.6M Reduce -1.9%
AVGO Broadcom Inc. 0.91% 655,429 $152.0M Add +9.5%
CMCSA Comcast Corp. Class A 0.89% 3,952,198 $148.3M Add +5.0%
BMY Bristol-Myers Squibb Co. 0.87% 2,573,521 $145.6M Add +0.7%
SIO Touchstone Strtg in ETF-Iusd 0.81% 5,342,807 $135.7M Reduce -0.6%
MKL Markel Group Inc. 0.79% 76,922 $132.8M Reduce -0.8%
BA The Boeing Co. 0.79% 744,465 $131.8M Add +17.0%
DD Dupont DE Nemours Inc. 0.77% 1,687,524 $128.7M Reduce -5.6%
SWK Stanley Black & Decker Inc. 0.76% 1,594,895 $128.1M Add +7.3%
SSNC Ss&c Technologies Holdings 0.70% 1,553,629 $117.7M Reduce -0.9%
TSM Taiwan Semiconductor-SP ADR 0.70% 592,060 $116.9M Add +0.6%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.69% 1,366,218 $115.5M Add +0.3%
JLL Jones Lang Lasalle Inc. 0.62% 412,090 $104.3M Reduce -0.7%
SBUX Starbucks Corp. 0.62% 1,140,119 $104.0M Add +0.3%
ABNB Airbnb Inc. Class A 0.61% 773,944 $101.7M Add +4.5%
MNST Monster Beverage Corp. 0.60% 1,910,630 $100.4M Reduce -5.5%
TSEC Touchstone Securitized Inc. 0.60% 3,860,413 $100.3M Reduce -0.6%
WDAY Workday Inc. Class A 0.59% 383,078 $98.8M Reduce -1.4%
ROP Roper Technologies Inc. 0.59% 188,938 $98.2M Reduce -0.1%
SMMD iShares Russell 2500 ETF 0.55% 1,363,980 $92.8M Add +45.7%
WFC Wells Fargo & Co. 0.51% 1,225,100 $86.1M Add +13.3%
HD Home Depot Inc. 0.50% 216,955 $84.4M Add +9.5%
AFG American Financial Group Inc. 0.50% 607,677 $83.2M Add +0.6%
CSCO Cisco Systems Inc. 0.49% 1,391,718 $82.4M Add +7.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.48% 367,589 $80.8M Reduce -36.4%
HUBB Hubbell Inc. 0.48% 192,454 $80.6M Reduce -11.6%
USB US Bancorp 0.48% 1,663,562 $79.6M Reduce -3.5%
PG The Procter & Gamble Co. 0.46% 460,036 $77.1M Add +55.9%
BLK BlackRock Inc. 0.44% 72,392 $74.2M Reduce -21.7%
FFBC First Financial Bancorp 0.44% 2,751,717 $74.0M Add +0.0%
LUV Southwest Airlines Co. 0.44% 2,190,255 $73.6M Add +6.5%
NFLX Netflix Inc. 0.44% 82,484 $73.5M Reduce -22.6%
CVX Chevron Corp. 0.44% 506,134 $73.3M Add +16.3%
QCOM Qualcomm Inc. 0.42% 463,018 $71.1M Add +7.0%
T AT&T Inc. 0.42% 3,096,289 $70.5M Add +11.5%
VZ Verizon Communications Inc. 0.42% 1,756,413 $70.2M Add +17.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.42% 629,211 $70.1M Add +4.7%
AMAT Applied Materials Inc. 0.42% 429,094 $69.8M Add +5872.1%
SYY Sysco Corp. 0.41% 887,855 $67.9M Add +14.8%
AMT American Tower Corp. 0.40% 369,177 $67.7M Add +16.9%
MCD McDonald's Corp. 0.37% 212,433 $61.6M Add +10.4%
DUK Duke Energy Corp. 0.36% 565,624 $60.9M Add +1.4%
CAT Caterpillar Inc. 0.36% 166,724 $60.5M Add +9.4%
PEP Pepsico Inc. 0.36% 392,044 $59.6M Add +19.1%
YUM Yum! Brands Inc. 0.35% 438,050 $58.8M Add +10.0%
MMM 3M Co. 0.35% 448,646 $57.9M Add +14.9%
LMT Lockheed Martin Corp. 0.34% 118,758 $57.7M Add +15.3%
ETR Entergy Corp. 0.34% 743,990 $56.4M Reduce -27.9%
ADI Analog Devices Inc. 0.33% 263,367 $56.0M Add +9.1%
VT Vanguard Tot World STK ETF 0.33% 474,635 $55.8M Reduce -2.3%
KLAC KLA Corp. 0.33% 87,672 $55.2M Add +10.6%
MRK Merck & Co. Inc. 0.32% 546,802 $54.4M Add +12.3%
ARE Alexandria Real Estate Equit 0.32% 554,863 $54.1M Add +17.4%
TUSI Touchstone Ultra Short Incom 0.32% 2,107,157 $53.3M Add +2.4%
NEE Nextera Energy Inc. 0.31% 726,840 $52.1M Reduce -5.5%
SO The Southern Co. 0.31% 626,879 $51.6M New
KMI Kinder Morgan Inc. 0.31% 1,864,723 $51.1M Add +15.3%
CHH Choice Hotels Intl Inc. 0.30% 355,887 $50.5M Reduce -1.7%
QUAL iShares MSCI USA Quality Fac 0.29% 277,277 $49.4M Add +1.5%
CVS CVS Health Corp. 0.29% 1,089,654 $48.9M Add +17.6%
ABBV Abbvie Inc. 0.29% 269,228 $47.8M Add +5.4%
STZ Constellation Brands Inc. Class A 0.28% 214,264 $47.4M Add +9.9%
BMRN Biomarin Pharmaceutical Inc. 0.28% 715,500 $47.0M Reduce -1.7%
BKNG Booking Holdings Inc. 0.28% 9,444 $46.9M Add +8.7%
TFC Truist Financial Corp. 0.28% 1,078,883 $46.8M Reduce -9.2%
JPM JPMorgan Chase & Co. 0.28% 194,855 $46.7M Add +6.7%
PAYX Paychex Inc. 0.27% 327,525 $45.9M Add +17.6%
LVS Las Vegas Sands Corp. 0.27% 876,500 $45.0M Add +9.2%
VOO Vanguard S&P 500 ETF 0.27% 82,640 $44.5M Reduce -0.2%
ACN Accenture PLC Class A 0.26% 124,135 $43.7M Add +10.2%
TGT Target Corp. 0.26% 322,885 $43.6M Add +20.3%
PFE Pfizer Inc. 0.26% 1,629,388 $43.2M Add +1.4%
MU Micron Technology Inc. 0.25% 502,374 $42.3M Add +11.7%
UNP Union Pacific Corp. 0.24% 178,175 $40.6M Add +16.5%
ADP Automatic Data Processing 0.24% 137,985 $40.4M Add +10.9%

Show all 398 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $835K (not counted above)
SecurityClassShares / PrincipalValueChange
CABLE ONE INC (CABO 1.125 03/15/28) NOTE 1.125% 3/1 · principal 1,010,000$835KNo change

Total filed on the 13F, all lines: $16.7B.

Portfolio Sells Q3 2024 → Q4 2024

HCA HCA Healthcare Inc. Reduce -1.9% 0.93% −0.38
IBM Intl Business Machines Corp. Reduce -36.4% 0.48% −0.29
BRK.B Berkshire Hathaway Inc. Class B Reduce -15.9% 1.27% −0.29
RTX RTX Corp. Reduce -14.3% 0.98% −0.24
PRU Prudential Financial Inc. Sold out 0.00% −0.22
DD Dupont DE Nemours Inc. Reduce -5.6% 0.77% −0.20
COR Cencora Inc. Reduce -83.9% 0.02% −0.12
WHR Whirlpool Corp. Sold out 0.00% −0.11
ASTH Astrana Health Inc. Sold out 0.00% −0.11
ASH Ashland Inc. Sold out 0.00% −0.09
TDC Teradata Corp. Sold out 0.00% −0.09
BLK BlackRock Inc. Reduce -21.7% 0.44% −0.09
ORCL Oracle Corp. Reduce -1.3% 1.59% −0.09
HUBB Hubbell Inc. Reduce -11.6% 0.48% −0.09
NEE Nextera Energy Inc. Reduce -5.5% 0.31% −0.08
PM Philip Morris International Reduce -3.6% 1.25% −0.08
ETR Entergy Corp. Reduce -27.9% 0.34% −0.08
AJG Arthur J Gallagher & Co. Reduce -25.6% 0.21% −0.08
APD Air Products & Chemicals Inc. Reduce -20.0% 0.24% −0.07
BABA Alibaba Group Holding-SP ADR Reduce -8.7% 0.18% −0.07
OXM Oxford Industries Inc. Sold out 0.00% −0.07
COLD Americold Realty Trust Inc. Reduce -19.9% 0.09% −0.06
JLL Jones Lang Lasalle Inc. Reduce -0.7% 0.62% −0.06
PFG Principal Financial Group Reduce -19.2% 0.14% −0.06
ROP Roper Technologies Inc. Reduce -0.1% 0.59% −0.05
SIO Touchstone Strtg in ETF-Iusd Reduce -0.6% 0.81% −0.05
ADC Agree Realty Corp. Reduce -23.9% 0.11% −0.05
FITB Fifth Third Bancorp Reduce -0.0% 1.42% −0.05
KOF Coca-Cola Femsa Sab-SP ADR Reduce -1.7% 0.24% −0.04
MNST Monster Beverage Corp. Reduce -5.5% 0.60% −0.04
ZWS Zurn Elkay Water Solutions C Reduce -34.1% 0.08% −0.04
CR Crane Co. Reduce -28.5% 0.08% −0.04
FSS Federal Signal Corp. Reduce -28.6% 0.08% −0.04
INTC Intel Corp. Reduce -3.2% 0.16% −0.04
CW Curtiss-Wright Corp. Reduce -32.0% 0.09% −0.03
EME Emcor Group Inc. Reduce -30.5% 0.08% −0.03
BMRN Biomarin Pharmaceutical Inc. Reduce -1.7% 0.28% −0.03
TSEC Touchstone Securitized Inc. Reduce -0.6% 0.60% −0.03
TFC Truist Financial Corp. Reduce -9.2% 0.28% −0.03
DOCS Doximity Inc. Class A Reduce -39.2% 0.08% −0.03
FND Floor & Decor Holdings Inc. Class A Reduce -1.1% 0.10% −0.03
CIGI Colliers Intl GR-Subord Vot Reduce -12.6% 0.09% −0.03
ESE Esco Technologies Inc. Reduce -19.5% 0.12% −0.03
CDP Copt Defense Properties Reduce -16.8% 0.13% −0.03
ALGT Allegiant Travel Co. Sold out 0.00% −0.02
HAE Haemonetics Corp. Reduce -11.4% 0.13% −0.02
BIIB Biogen Inc. Sold out 0.00% −0.02
VT Vanguard Tot World STK ETF Reduce -2.3% 0.33% −0.02
NFLX Netflix Inc. Reduce -22.6% 0.44% −0.02
SLB SLB Ltd. Reduce -0.7% 0.14% −0.02

Portfolio Buys Q3 2024 → Q4 2024

AMAT Applied Materials Inc. Add +5872.1% 0.42% +0.41
SO The Southern Co. New 0.31% +0.31
AVGO Broadcom Inc. Add +9.5% 0.91% +0.28
CRM Salesforce Inc. Add +0.2% 1.52% +0.26
MS Morgan Stanley Add +6665.8% 0.22% +0.21
LIN Linde PLC Add +18890.6% 0.20% +0.20
BA The Boeing Co. Add +17.0% 0.79% +0.20
V Visa Inc. Class A Add +0.9% 1.52% +0.19
SMMD iShares Russell 2500 ETF Add +45.7% 0.55% +0.17
C Citigroup Inc. New 0.16% +0.16
BAC Bank of America Corp. Add +2.1% 1.56% +0.16
SCHW Schwab (charles) Corp. Add +2.8% 1.15% +0.15
PG The Procter & Gamble Co. Add +55.9% 0.46% +0.15
WFC Wells Fargo & Co. Add +13.3% 0.51% +0.14
KR Kroger Co. New 0.13% +0.13
NVDA Nvidia Corp. Add +0.1% 1.53% +0.12
KMI Kinder Morgan Inc. Add +15.3% 0.31% +0.09
IVV iShares Core S&P 500 ETF Add +5.8% 1.53% +0.09
MCHP Microchip Technology Inc. Add +134.5% 0.20% +0.08
TSM Taiwan Semiconductor-SP ADR Add +0.6% 0.70% +0.08
CSCO Cisco Systems Inc. Add +7.7% 0.49% +0.07
PGNY Progyny Inc. Add +90.1% 0.15% +0.07
LUV Southwest Airlines Co. Add +6.5% 0.44% +0.07
DIS The Walt Disney Co. Add +4.7% 0.42% +0.07
BMY Bristol-Myers Squibb Co. Add +0.7% 0.87% +0.07
LRN Stride Inc. Add +26.9% 0.18% +0.06
NXT Nextpower Inc. New 0.06% +0.06
BDX Becton Dickinson and Co. Add +14.5% 1.08% +0.06
BKNG Booking Holdings Inc. Add +8.7% 0.28% +0.06
T AT&T Inc. Add +11.5% 0.42% +0.05
CVX Chevron Corp. Add +16.3% 0.44% +0.05
PAYX Paychex Inc. Add +17.6% 0.27% +0.05
JPM JPMorgan Chase & Co. Add +6.7% 0.28% +0.04
GILD Gilead Sciences Inc. Add +16.6% 0.21% +0.04
TROW T Rowe Price Group Inc. Add +26.8% 0.19% +0.04
KBR KBR Inc. Add +46.4% 0.20% +0.04
SYY Sysco Corp. Add +14.8% 0.41% +0.04
SPG Simon Property Group Inc. Add +25.4% 0.19% +0.04
VEU Vanguard Ftse All-World Ex-U Add +33.8% 0.23% +0.04
VRNT Verint Systems Inc. Add +32.4% 0.13% +0.04
ABNB Airbnb Inc. Class A Add +4.5% 0.61% +0.04
RNG Ringcentral Inc. Class A Add +32.5% 0.12% +0.04
WBS Webster Financial Corp. Add +20.3% 0.12% +0.03
FOXA Fox Corp. Class A Add +6.5% 0.20% +0.03
ADP Automatic Data Processing Add +10.9% 0.24% +0.03
WHD Cactus Inc. Class A Add +36.6% 0.13% +0.03
DV Doubleverify Holdings Inc. Add +19.0% 0.12% +0.03
EVR Evercore Inc. Class A Add +21.9% 0.12% +0.03
ZD Ziff Davis Inc. Add +19.8% 0.11% +0.03
GMED Globus Medical Inc. Class A Add +0.3% 0.21% +0.03

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