FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

data from 31/12/2025

Capitalization

$ 18.778 B 1.70 %

Average holding period

25 ans

Performance

$ 12.774 B 142.83 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 MICROSOFT CORP 5.51% 1.034 B $ 2137491 2013/06/30 -73.175 M $ -6.63 %
2025/12/31 ALPHABET INC-CL C 4.38% 821.852 M $ 2619030 2015/12/31 189.934 M $ 28.84 %
2025/12/31 CINTAS CORP 4.26% 799.775 M $ 4252541 2013/06/30 -73.097 M $ -8.37 %
2025/12/31 APPLE INC 3.89% 730.398 M $ 2686669 2013/06/30 48.725 M $ 6.77 %
2025/12/31 META PLATFORMS INC-CLASS A 3.24% 607.702 M $ 920636 2013/06/30 -68.562 M $ -10.12 %
2025/12/31 NVIDIA CORP 2.65% 498.179 M $ 2671203 2020/09/30 -197.874 K $ -0.04 %
2025/12/31 AMAZON.COM INC 2.62% 491.550 M $ 2129583 2013/06/30 23.985 M $ 5.12 %
2025/12/31 ISHARES CORE S&P 500 ETF 1.90% 356.395 M $ 520330 2016/12/31 7.969 M $ 2.34 %
2025/12/31 BANK OF AMERICA CORP 1.70% 318.641 M $ 5793477 2013/06/30 19.683 M $ 6.61 %
2025/12/31 JOHNSON & JOHNSON 1.65% 310.470 M $ 1500217 2013/06/30 32.078 M $ 11.61 %
2025/12/31 VISA INC-CLASS A SHARES 1.53% 287.736 M $ 820439 2015/03/31 7.608 M $ 2.73 %
2025/12/31 FIFTH THIRD BANCORP 1.40% 262.877 M $ 5615826 2013/06/30 12.694 M $ 5.07 %
2025/12/31 EXXON MOBIL CORP 1.34% 251.827 M $ 2092633 2013/06/30 15.743 M $ 6.73 %
2025/12/31 SCHWAB (CHARLES) CORP 1.33% 250.494 M $ 2507197 2013/12/31 11.080 M $ 4.65 %
2025/12/31 MEDTRONIC PLC 1.33% 250.269 M $ 2605343 2015/03/31 2.101 M $ 0.86 %
2025/12/31 CINCINNATI FINANCIAL CORP 1.30% 244.809 M $ 1498955 2013/06/30 7.827 M $ 3.30 %
2025/12/31 PHILIP MORRIS INTERNATIONAL 1.30% 244.496 M $ 1524289 2016/03/31 -2.741 M $ -1.11 %
2025/12/31 ORACLE CORP 1.29% 242.784 M $ 1245619 2013/06/30 -107.691 M $ -30.70 %
2025/12/31 SALESFORCE INC 1.19% 223.531 M $ 843801 2016/12/31 23.524 M $ 11.78 %
2025/12/31 GOLDMAN SACHS GROUP INC 1.16% 217.827 M $ 247813 2013/06/30 27.960 M $ 10.38 %
2025/12/31 TAIWAN SEMICONDUCTOR-SP ADR 1.06% 198.654 M $ 653703 2022/12/31 16.040 M $ 8.81 %
2025/12/31 BECTON DICKINSON AND CO 0.98% 184.649 M $ 951456 2024/03/31 6.250 M $ 3.69 %
2025/12/31 TEXAS INSTRUMENTS INC 0.97% 182.774 M $ 1053514 2013/09/30 -10.700 M $ -5.57 %
2025/12/31 MARKEL GROUP INC 0.91% 171.355 M $ 79713 2021/03/31 19.064 M $ 12.47 %
2025/12/31 BOEING CO/THE 0.87% 163.299 M $ 752113 2014/09/30 968.699 K $ 0.60 %
2025/12/31 UNITEDHEALTH GROUP INC 0.82% 154.327 M $ 467502 2013/06/30 -7.064 M $ -4.40 %
2025/12/31 BROADCOM INC 0.80% 151.126 M $ 436653 2018/06/30 7.980 M $ 4.91 %
2025/12/31 SS&C TECHNOLOGIES HOLDINGS 0.79% 149.258 M $ 1707367 2019/06/30 -2.290 M $ -1.51 %
2025/12/31 TOUCHSTONE STRTG IN ETF-IUSD 0.79% 147.587 M $ 5687357 2022/09/30 -2.154 M $ -1.44 %
2025/12/31 BRISTOL-MYERS SQUIBB CO 0.78% 147.054 M $ 2726260 2013/06/30 23.749 M $ 19.60 %
2025/12/31 BERKSHIRE HATHAWAY INC-CL B 0.76% 142.009 M $ 282521 2013/06/30 -25.985 K $ -0.02 %
2025/12/31 JONES LANG LASALLE INC 0.73% 136.155 M $ 404656 2016/09/30 15.451 M $ 12.80 %
2025/12/31 DEERE & CO 0.70% 132.233 M $ 284023 2013/06/30 2.260 M $ 1.82 %
2025/12/31 AIRBNB INC-CLASS A 0.70% 130.625 M $ 962463 2021/12/31 13.764 M $ 11.78 %
2025/12/31 APPLIED MATERIALS INC 0.65% 122.955 M $ 478442 2022/12/31 25.021 M $ 25.52 %
2025/12/31 COMCAST CORP-CLASS A 0.64% 120.177 M $ 4020637 2013/06/30 -6.129 M $ -4.87 %
2025/12/31 STANLEY BLACK & DECKER INC 0.62% 116.092 M $ 1562904 2022/06/30 -77.685 K $ -0.07 %
2025/12/31 ISHARES RUSSELL 2500 ETF 0.60% 112.758 M $ 1504650 2024/06/30 1.821 M $ 1.64 %
2025/12/31 WALT DISNEY CO/THE 0.59% 110.265 M $ 969195 2013/06/30 -686.729 K $ -0.64 %
2025/12/31 TOUCHSTONE SECURITIZED INC 0.54% 101.420 M $ 3875413 2023/09/30 -271.278 K $ -0.27 %
2025/12/31 LAS VEGAS SANDS CORP 0.54% 100.712 M $ 1547277 2024/03/31 17.848 M $ 21.01 %
2025/12/31 PROCTER & GAMBLE CO/THE 0.53% 99.733 M $ 695922 2013/06/30 -6.712 M $ -6.73 %
2025/12/31 JPMORGAN CHASE & CO 0.52% 98.525 M $ 305769 2013/06/30 2.044 M $ 2.15 %
2025/12/31 INTL FLAVORS & FRAGRANCES 0.50% 93.662 M $ 1389850 2023/09/30 8.113 M $ 9.51 %
2025/12/31 MONSTER BEVERAGE CORP 0.49% 91.774 M $ 1196998 2018/06/30 11.347 M $ 13.91 %
2025/12/31 WORKDAY INC-CLASS A 0.49% 91.378 M $ 425449 2020/03/31 -10.506 M $ -10.78 %
2025/12/31 LPL FINANCIAL HOLDINGS INC 0.48% 89.791 M $ 251397 2021/03/31 5.463 M $ 7.36 %
2025/12/31 WELLS FARGO & CO 0.47% 87.620 M $ 940133 2013/06/30 8.597 M $ 11.19 %
2025/12/31 HCA HEALTHCARE INC 0.47% 87.596 M $ 187628 2020/06/30 9.462 M $ 9.54 %
2025/12/31 INTL BUSINESS MACHINES CORP 0.45% 84.490 M $ 285236 2013/06/30 4.192 M $ 4.98 %
2025/12/31 RTX CORP 0.45% 84.316 M $ 459737 2020/06/30 13.358 M $ 9.60 %
2025/12/31 ROPER TECHNOLOGIES INC 0.45% 83.942 M $ 188578 2013/06/30 -10.123 M $ -10.74 %
2025/12/31 AMERICAN FINANCIAL GROUP INC 0.45% 83.939 M $ 614129 2019/09/30 -5.492 M $ -6.20 %
2025/12/31 CISCO SYSTEMS INC 0.45% 83.661 M $ 1086087 2013/06/30 9.098 M $ 12.58 %
2025/12/31 QUALCOMM INC 0.44% 82.979 M $ 485116 2013/06/30 2.248 M $ 2.82 %
2025/12/31 US BANCORP 0.44% 81.691 M $ 1530942 2013/06/30 8.075 M $ 10.41 %
2025/12/31 STARBUCKS CORP 0.43% 81.047 M $ 962445 2013/06/30 -387.020 K $ -0.46 %
2025/12/31 HOME DEPOT INC 0.43% 80.424 M $ 233723 2013/06/30 -13.908 M $ -15.08 %
2025/12/31 HUBBELL INC 0.42% 78.915 M $ 177693 2019/12/31 2.462 M $ 3.21 %
2025/12/31 CHEVRON CORP 0.39% 73.908 M $ 484927 2013/06/30 -1.369 M $ -1.85 %
2025/12/31 BLACKROCK INC 0.37% 69.453 M $ 64888 2024/12/31 -6.052 M $ -8.19 %
2025/12/31 FIRST FINANCIAL BANCORP 0.37% 68.842 M $ 2751469 2021/06/30 -632.837 K $ -0.91 %
2025/12/31 MCDONALD'S CORP 0.36% 67.538 M $ 220978 2013/06/30 378.256 K $ 0.57 %
2025/12/31 MERCK & CO. INC. 0.35% 66.184 M $ 628768 2013/06/30 13.069 M $ 25.41 %
2025/12/31 CITIGROUP INC 0.35% 66.050 M $ 566026 2024/12/31 8.423 M $ 14.97 %
2025/12/31 CATERPILLAR INC 0.35% 65.975 M $ 115166 2013/06/30 15.098 M $ 20.06 %
2025/12/31 VANGUARD TOT WORLD STK ETF 0.34% 63.873 M $ 452807 2019/12/31 1.476 M $ 2.37 %
2025/12/31 ANALOG DEVICES INC 0.34% 63.303 M $ 233417 2013/06/30 5.838 M $ 10.38 %
2025/12/31 UBER TECHNOLOGIES INC 0.33% 62.479 M $ 764642 2025/03/31 -12.443 M $ -16.60 %
2025/12/31 VERIZON COMMUNICATIONS INC 0.33% 61.320 M $ 1505530 2013/06/30 -4.671 M $ -7.33 %
2025/12/31 AMERICAN TOWER CORP 0.32% 60.684 M $ 345638 2013/06/30 -5.723 M $ -8.71 %
2025/12/31 KLA CORP 0.32% 60.371 M $ 49685 2016/12/31 9.531 M $ 12.65 %
2025/12/31 TOUCHSTONE ULTRA SHORT INCOM 0.32% 60.224 M $ 2377112 2022/09/30 -44.015 K $ -0.08 %
2025/12/31 NEXTERA ENERGY INC 0.32% 59.776 M $ 744600 2013/06/30 3.499 M $ 6.35 %
2025/12/31 AT&T INC 0.31% 57.930 M $ 2332110 2013/06/30 -7.773 M $ -12.04 %
2025/12/31 3M CO 0.31% 57.732 M $ 360600 2013/06/30 1.743 M $ 3.17 %
2025/12/31 CVS HEALTH CORP 0.31% 57.551 M $ 725189 2013/06/30 2.799 M $ 5.27 %
2025/12/31 PEPSICO INC 0.31% 57.486 M $ 400545 2013/06/30 1.225 M $ 2.19 %
2025/12/31 HAEMONETICS CORP/MASS 0.31% 57.467 M $ 716997 2024/03/31 22.185 M $ 64.44 %
2025/12/31 TRUIST FINANCIAL CORP 0.30% 56.622 M $ 1150611 2019/12/31 3.923 M $ 7.63 %
2025/12/31 LOCKHEED MARTIN CORP 0.30% 56.044 M $ 115873 2014/06/30 -1.795 M $ -3.11 %
2025/12/31 DUKE ENERGY CORP 0.29% 55.083 M $ 469948 2013/06/30 -2.995 M $ -5.28 %
2025/12/31 SOUTHERN CO/THE 0.29% 54.781 M $ 628228 2024/12/31 -4.672 M $ -7.99 %
2025/12/31 MORGAN STANLEY 0.29% 54.655 M $ 307865 2017/09/30 5.622 M $ 11.68 %
2025/12/31 NETFLIX INC 0.29% 54.567 M $ 581984 2018/06/30 -65.487 M $ -92.18 %
2025/12/31 SYSCO CORP 0.29% 53.734 M $ 729190 2013/06/30 -6.296 M $ -10.51 %
2025/12/31 ELI LILLY & CO 0.29% 53.700 M $ 49968 2013/06/30 15.246 M $ 40.85 %
2025/12/31 KINDER MORGAN INC 0.28% 53.169 M $ 1934131 2013/06/30 -1.503 M $ -2.90 %
2025/12/31 UNION PACIFIC CORP 0.28% 52.536 M $ 227115 2013/06/30 -1.121 M $ -2.14 %
2025/12/31 SOUTHWEST AIRLINES CO 0.28% 51.917 M $ 1256165 2015/09/30 11.712 M $ 29.52 %
2025/12/31 Vanguard S&P 500 0.27% 51.050 M $ 81402 2018/03/31 1.170 M $ 2.41 %
2025/12/31 ENTERGY CORP 0.27% 50.312 M $ 544323 2023/06/30 -401.586 K $ -0.82 %
2025/12/31 VANGUARD FTSE ALL-WORLD EX-U 0.27% 50.046 M $ 680341 2016/12/31 1.482 M $ 3.07 %
2025/12/31 BOOKING HOLDINGS INC 0.26% 49.676 M $ 9276 2018/03/31 -477.610 K $ -0.81 %
2025/12/31 YUM! BRANDS INC 0.26% 49.606 M $ 327910 2013/06/30 -231.774 K $ -0.47 %
2025/12/31 SHERWIN-WILLIAMS CO/THE 0.26% 49.551 M $ 152921 2025/09/30 -3.280 M $ -6.42 %
2025/12/31 PFIZER INC 0.26% 48.282 M $ 1939029 2013/06/30 -1.098 M $ -2.28 %
2025/12/31 LINDE PLC 0.25% 47.513 M $ 111431 2024/09/30 -5.219 M $ -10.23 %
2025/12/31 MICRON TECHNOLOGY INC 0.25% 47.433 M $ 166191 2020/09/30 26.408 M $ 70.58 %
2025/12/31 PROGYNY INC 0.25% 47.100 M $ 1834104 2020/09/30 6.891 M $ 19.33 %