Fort Washington Investment Advisors Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), Fort Washington Investment Advisors Inc. reported 415 stock positions worth $18.8 billion. Its top holding was Microsoft (MSFT) at 5.5% of the portfolio, followed by Alphabet Class C (GOOG, 4.4%) and Cintas (CTAS, 4.3%). Compared with Q3 2025, it opened 24 new positions, sold out of 23, added to 200 and reduced 138. The biggest buy was Johnson & Johnson (JNJ, shares +1%) and the biggest sale Oracle (ORCL, shares −0%).

Most Recent 13F
Q2 2026
Location
Cincinnati, OH
CIK
0001009016
Portfolio Value
$18.8B (Q4 2025)
SEC Filing
0001193125-26-011514 ↗ filed Jan 13, 2026

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 Q4 2024 Q1 2025: $16.3B Q1 2025 Q2 2025: $17.4B Q2 2025 Q3 2025: $18.5B Q3 2025 Q4 2025: $18.8B $18.8B Q4 2025 Q1 2026: $18.1B Q1 2026 Q2 2026: $19.9B Q2 2026

Holdings 415 stocks · $18.8B

MSFT Microsoft Corp. 5.51% 2,137,491 $1.0B Add +0.3%
GOOG Alphabet Inc. Class C 4.38% 2,619,030 $821.9M Reduce -3.1%
CTAS Cintas Corp. 4.26% 4,252,541 $799.8M Add +0.0%
AAPL Apple Inc. 3.89% 2,686,669 $730.4M Reduce -5.0%
META Meta Platforms Inc. Class A 3.24% 920,636 $607.7M Reduce -0.2%
NVDA Nvidia Corp. 2.65% 2,671,203 $498.2M Add +8.0%
AMZN Amazon.com Inc. 2.62% 2,129,583 $491.6M Reduce -0.1%
IVV iShares Core S&P 500 ETF 1.90% 520,330 $356.4M Add +2.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.70% 5,793,477 $318.6M Add +0.4%
JNJ Johnson & Johnson 1.65% 1,500,217 $310.5M Add +0.7%
V Visa Inc. Class A 1.53% 820,439 $287.7M Add +0.6%
FITB Fifth Third Bancorp 1.40% 5,615,826 $262.9M Reduce -0.0%
XOM Exxon Mobil Corp. 1.34% 2,092,633 $251.8M Add +0.9%
SCHW Schwab (charles) Corp. 1.33% 2,507,197 $250.5M Add +0.5%
MDT Medtronic PLC 1.33% 2,605,343 $250.3M Add +1.7%
CINF Cincinnati Financial Corp. 1.30% 1,498,955 $244.8M Reduce -0.0%
PM Philip Morris International 1.30% 1,524,289 $244.5M Add +0.1%
ORCL Oracle Corp. 1.29% 1,245,619 $242.8M Reduce -0.1%
CRM Salesforce Inc. 1.19% 843,801 $223.5M Add +0.1%
GS Goldman Sachs Group Inc. 1.16% 247,813 $217.8M Reduce -26.8%
TSM Taiwan Semiconductor-SP ADR 1.06% 653,703 $198.7M Add +0.3%
BDX Becton Dickinson and Co. 0.98% 951,456 $184.6M Add +5.0%
TXN Texas Instruments Inc. 0.97% 1,053,514 $182.8M Add +0.8%
MKL Markel Group Inc. 0.91% 79,713 $171.4M Reduce -0.4%
BA The Boeing Co. 0.87% 752,113 $163.3M Add +0.2%
UNH Unitedhealth Group Inc. 0.82% 467,502 $154.3M Add +0.5%
AVGO Broadcom Inc. 0.80% 436,653 $151.1M Reduce -11.4%
SSNC Ss&c Technologies Holdings 0.79% 1,707,367 $149.3M Reduce -0.1%
SIO Touchstone Strtg in ETF-Iusd 0.79% 5,687,357 $147.6M Add +0.3%
BMY Bristol-Myers Squibb Co. 0.78% 2,726,260 $147.1M Add +1.5%
BRK.B Berkshire Hathaway Inc. Class B 0.76% 282,521 $142.0M Reduce -2.1%
JLL Jones Lang Lasalle Inc. 0.73% 404,656 $136.2M Add +0.0%
DE Deere & Co. 0.70% 284,023 $132.2M Add +4.5%
ABNB Airbnb Inc. Class A 0.70% 962,463 $130.6M Reduce -0.0%
AMAT Applied Materials Inc. 0.65% 478,442 $123.0M Reduce -0.1%
CMCSA Comcast Corp. Class A 0.64% 4,020,637 $120.2M Add +0.4%
SWK Stanley Black & Decker Inc. 0.62% 1,562,904 $116.1M Add +0.6%
SMMD iShares Russell 2500 ETF 0.60% 1,504,650 $112.8M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.59% 969,195 $110.3M Add +3.0%
TSEC Touchstone Securitized Inc. 0.54% 3,875,413 $101.4M No change
LVS Las Vegas Sands Corp. 0.54% 1,547,277 $100.7M Reduce -2.0%
PG The Procter & Gamble Co. 0.53% 695,922 $99.7M Add +7.2%
JPM JPMorgan Chase & Co. 0.52% 305,769 $98.5M Add +1.6%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.50% 1,389,850 $93.7M Add +0.2%
MNST Monster Beverage Corp. 0.49% 1,196,998 $91.8M Reduce -1.3%
WDAY Workday Inc. Class A 0.49% 425,449 $91.4M Add +5.1%
LPLA LPL Financial Holdings Inc. 0.48% 251,397 $89.8M Add +12.7%
WFC Wells Fargo & Co. 0.47% 940,133 $87.6M Add +2.6%
HCA HCA Healthcare Inc. 0.47% 187,628 $87.6M Reduce -19.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.45% 285,236 $84.5M Reduce -4.4%
RTX RTX Corp. 0.45% 459,737 $84.3M Reduce -44.7%
ROP Roper Technologies Inc. 0.45% 188,578 $83.9M Reduce -0.2%
AFG American Financial Group Inc. 0.45% 614,129 $83.9M Add +1.1%
CSCO Cisco Systems Inc. 0.45% 1,086,087 $83.7M Add +2.8%
QCOM Qualcomm Inc. 0.44% 485,116 $83.0M Add +1.2%
USB US Bancorp 0.44% 1,530,942 $81.7M Reduce -4.6%
SBUX Starbucks Corp. 0.43% 962,445 $81.0M Reduce -3.0%
HD Home Depot Inc. 0.43% 233,723 $80.4M Add +2.7%
HUBB Hubbell Inc. 0.42% 177,693 $78.9M Reduce -0.4%
CVX Chevron Corp. 0.39% 484,927 $73.9M Add +2.0%
BLK BlackRock Inc. 0.37% 64,888 $69.5M Add +2.4%
FFBC First Financial Bancorp 0.37% 2,751,469 $68.8M No change
MCD McDonald's Corp. 0.36% 220,978 $67.5M Add +1.6%
MRK Merck & Co. Inc. 0.35% 628,768 $66.2M Add +2.6%
C Citigroup Inc. 0.35% 566,026 $66.0M Add +2.1%
CAT Caterpillar Inc. 0.35% 115,166 $66.0M Reduce -27.0%
VT Vanguard Tot World STK ETF 0.34% 452,807 $63.9M No change
ADI Analog Devices Inc. 0.34% 233,417 $63.3M Add +2.0%
UBER Uber Technologies Inc. 0.33% 764,642 $62.5M Reduce -0.1%
VZ Verizon Communications Inc. 0.33% 1,505,530 $61.3M Add +3.8%
AMT American Tower Corp. 0.32% 345,638 $60.7M Add +1.1%
KLAC KLA Corp. 0.32% 49,685 $60.4M Reduce -28.9%
TUSI Touchstone Ultra Short Incom 0.32% 2,377,112 $60.2M Add +8.0%
NEE Nextera Energy Inc. 0.32% 744,600 $59.8M Add +1.9%
T AT&T Inc. 0.31% 2,332,110 $57.9M Add +2.0%
MMM 3M Co. 0.31% 360,600 $57.7M Add +1.8%
CVS CVS Health Corp. 0.31% 725,189 $57.6M Add +2.9%
PEP Pepsico Inc. 0.31% 400,545 $57.5M Add +0.7%
HAE Haemonetics Corp. 0.31% 716,997 $57.5M Add +1.5%
TFC Truist Financial Corp. 0.30% 1,150,611 $56.6M Add +2.4%
LMT Lockheed Martin Corp. 0.30% 115,873 $56.0M Add +0.3%
DUK Duke Energy Corp. 0.29% 469,948 $55.1M Add +2.6%
SO The Southern Co. 0.29% 628,228 $54.8M Add +1.8%
MS Morgan Stanley 0.29% 307,865 $54.7M Add +1.7%
NFLX Netflix Inc. 0.29% 581,984 $54.6M Reduce -1.8%
SYY Sysco Corp. 0.29% 729,190 $53.7M Add +0.2%
LLY Eli Lilly & Co. 0.29% 49,968 $53.7M Add +2.1%
KMI Kinder Morgan Inc. 0.28% 1,934,131 $53.2M Add +5.5%
UNP Union Pacific Corp. 0.28% 227,115 $52.5M Add +2.3%
LUV Southwest Airlines Co. 0.28% 1,256,165 $51.9M Add +1.0%
VOO Vanguard S&P 500 ETF 0.27% 81,402 $51.0M Add +2.6%
ETR Entergy Corp. 0.27% 544,323 $50.3M Add +3.0%
VEU Vanguard Ftse All-World Ex-U 0.27% 680,341 $50.0M Add +0.6%
BKNG Booking Holdings Inc. 0.26% 9,276 $49.7M Reduce -14.8%
YUM Yum! Brands Inc. 0.26% 327,910 $49.6M Add +1.9%
SHW The Sherwin-Williams Co. 0.26% 152,921 $49.6M Add +3.6%
PFE Pfizer Inc. 0.26% 1,939,029 $48.3M Add +2.5%
LIN Linde PLC 0.25% 111,431 $47.5M Add +3.8%
MU Micron Technology Inc. 0.25% 166,191 $47.4M Reduce -25.7%
PGNY Progyny Inc. 0.25% 1,834,104 $47.1M Add +10.7%

Show all 415 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $829K (not counted above)
SecurityClassShares / PrincipalValueChange
CABLE ONE INC (CABO 1.125 03/15/28) NOTE 1.125% 3/1 · principal 1,010,000$829KNo change

Total filed on the 13F, all lines: $18.8B.

Portfolio Sells Q3 2025 → Q4 2025

ORCL Oracle Corp. Reduce -0.1% 1.29% −0.61
META Meta Platforms Inc. Class A Reduce -0.2% 3.24% −0.43
RTX RTX Corp. Reduce -44.7% 0.45% −0.30
GS Goldman Sachs Group Inc. Reduce -26.8% 1.16% −0.30
DD Dupont DE Nemours Inc. Sold out 0.00% −0.26
CSGS CSG Systems Intl Inc. Sold out 0.00% −0.13
NFLX Netflix Inc. Reduce -1.8% 0.29% −0.09
KLAC KLA Corp. Reduce -28.9% 0.32% −0.09
AVGO Broadcom Inc. Reduce -11.4% 0.80% −0.08
UBER Uber Technologies Inc. Reduce -0.1% 0.33% −0.07
HCA HCA Healthcare Inc. Reduce -19.4% 0.47% −0.07
HEAT Touchstone Clim Transit ETF Sold out 0.00% −0.07
FOXA Fox Corp. Class A Reduce -39.0% 0.16% −0.07
VFC VF Corp. Sold out 0.00% −0.07
OII Oceaneering Intl Inc. Reduce -34.2% 0.11% −0.07
ROP Roper Technologies Inc. Reduce -0.2% 0.45% −0.06
CAT Caterpillar Inc. Reduce -27.0% 0.35% −0.06
BKNG Booking Holdings Inc. Reduce -14.8% 0.26% −0.05
TECH Bio-Techne Corp. Reduce -30.9% 0.10% −0.04
EXP Eagle Materials Inc. Reduce -17.1% 0.10% −0.04
Q Qnity Electronics Inc. Reduce -26.4% 0.10% −0.04
KBR KBR Inc. Reduce -12.7% 0.10% −0.04
SLGN Silgan Holdings Inc. Reduce -16.6% 0.11% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.1% 0.76% −0.03
CLH Clean Harbors Inc. Reduce -20.1% 0.11% −0.03
PAYX Paychex Inc. Reduce -0.2% 0.20% −0.03
OKE Oneok Inc. Reduce -62.9% 0.02% −0.03
ITT Itt Inc. Reduce -14.9% 0.12% −0.03
SSNC Ss&c Technologies Holdings Reduce -0.1% 0.79% −0.03
SPSC SPS Commerce Inc. Reduce -4.6% 0.11% −0.03
CHH Choice Hotels Intl Inc. Reduce -0.3% 0.18% −0.03
SSB Southstate Bank Corp. Reduce -13.3% 0.11% −0.03
APD Air Products & Chemicals Inc. Reduce -1.0% 0.18% −0.02
AUB Atlantic Union Bankshares Co. Reduce -15.9% 0.11% −0.02
SBUX Starbucks Corp. Reduce -3.0% 0.43% −0.02
CACI Caci International Inc. Class A Reduce -20.5% 0.12% −0.02
HXL Hexcel Corp. Reduce -27.1% 0.12% −0.02
WBS Webster Financial Corp. Reduce -18.5% 0.12% −0.02
DINO HF Sinclair Corp. Reduce -1.6% 0.12% −0.02
NXT Nextpower Inc. Reduce -27.3% 0.11% −0.02
ZD Ziff Davis Inc. Reduce -6.8% 0.10% −0.02
CHE Chemed Corp. Reduce -7.5% 0.12% −0.02
LNG Cheniere Energy Inc. Reduce -22.0% 0.03% −0.02
CARG Cargurus Inc. Reduce -7.3% 0.21% −0.01
QUAL iShares MSCI USA Quality Fac Reduce -11.2% 0.11% −0.01
AAPL Apple Inc. Reduce -5.0% 3.89% −0.01
ET Energy Transfer LP Reduce -21.4% 0.03% −0.01
KNTK Kinetik Holdings Inc. Reduce -53.5% 0.01% −0.01
PAGP Plains GP Holdings LP Reduce -35.7% 0.01% −0.01
KOS Kosmos Energy Ltd. Sold out 0.00% −0.01

Portfolio Buys Q3 2025 → Q4 2025

JNJ Johnson & Johnson Add +0.7% 1.65% +0.16
NVDA Nvidia Corp. Add +8.0% 2.65% +0.15
FELE Franklin Electric Co. Inc. New 0.15% +0.15
LCII Lci Industries New 0.14% +0.14
AVB Avalonbay Communities Inc. New 0.14% +0.14
BMY Bristol-Myers Squibb Co. Add +1.5% 0.78% +0.13
HAE Haemonetics Corp. Add +1.5% 0.31% +0.12
TDW Tidewater Inc. New 0.12% +0.12
WAY Waystar Holding Corp. New 0.11% +0.11
CRM Salesforce Inc. Add +0.1% 1.19% +0.11
QTWO Q2 Holdings Inc. New 0.11% +0.11
BAC Bank of America Corp. Add +0.4% 1.70% +0.08
LLY Eli Lilly & Co. Add +2.1% 0.29% +0.08
LPLA LPL Financial Holdings Inc. Add +12.7% 0.48% +0.08
XOM Exxon Mobil Corp. Add +0.9% 1.34% +0.07
ZETA Zeta Global Holdings Corp. Class A New 0.07% +0.07
MRK Merck & Co. Inc. Add +2.6% 0.35% +0.07
TSM Taiwan Semiconductor-SP ADR Add +0.3% 1.06% +0.07
JLL Jones Lang Lasalle Inc. Add +0.0% 0.73% +0.07
BDX Becton Dickinson and Co. Add +5.0% 0.98% +0.07
LUV Southwest Airlines Co. Add +1.0% 0.28% +0.06
PGNY Progyny Inc. Add +10.7% 0.25% +0.06
CSCO Cisco Systems Inc. Add +2.8% 0.45% +0.05
FNB FNB Corp. Add +34.1% 0.19% +0.05
FSS Federal Signal Corp. Add +76.7% 0.14% +0.05
OPCH Option Care Health Inc. Add +13.1% 0.24% +0.05
KLIC Kulicke & Soffa Industries Add +40.7% 0.15% +0.05
DG Dollar General Corp. Add +1.9% 0.23% +0.05
IVV iShares Core S&P 500 ETF Add +2.1% 1.90% +0.05
WFC Wells Fargo & Co. Add +2.6% 0.47% +0.05
ESE Esco Technologies Inc. Add +65.6% 0.15% +0.05
C Citigroup Inc. Add +2.1% 0.35% +0.05
WHD Cactus Inc. Class A Add +25.6% 0.15% +0.05
PFG Principal Financial Group Add +26.1% 0.18% +0.04
RRX Regal Rexnord Corp. Add +65.1% 0.12% +0.04
SCHW Schwab (charles) Corp. Add +0.5% 1.33% +0.04
CERT Certara Inc. Add +133.4% 0.11% +0.04
CCC CCC Intelligent Solutions Ho Add +57.0% 0.15% +0.04
IFF Intl Flavors & Fragrances Add +0.2% 0.50% +0.04
RAMP Liveramp Holdings Inc. Add +11.3% 0.22% +0.03
ADI Analog Devices Inc. Add +2.0% 0.34% +0.03
YETI Yeti Holdings Inc. Add +2.5% 0.12% +0.03
DE Deere & Co. Add +4.5% 0.70% +0.03
MS Morgan Stanley Add +1.7% 0.29% +0.03
TROW T Rowe Price Group Inc. Add +19.6% 0.19% +0.03
V Visa Inc. Class A Add +0.6% 1.53% +0.02
WMB Williams Cos Inc. New 0.02% +0.02
TFC Truist Financial Corp. Add +2.4% 0.30% +0.02
ABCB Ameris Bancorp Add +15.1% 0.18% +0.02
GPOR Gulfport Energy Corp. Add +7.9% 0.12% +0.02

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