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Latest FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Stock Portfolio

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Performance:
2025 Q2: 7.13%YTD: 5.31%2024: -7.47%
Performance for 2025 Q2 is 7.13%, and YTD is 5.31%, and 2024 is -7.47%.

About FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ reported an equity portfolio of $17.4 Billions as of 30 Jun, 2025.

The top stock holdings of FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ are MSFT, CTAS, META. The fund has invested 6.1% of it's portfolio in MICROSOFT CORP and 5.5% of portfolio in CINTAS CORP.

The fund managers got completely rid off ALIBABA GROUP HOLDING-SP ADR (BABA), ALBANY INTL CORP-CL A (AIN) and INTERPUBLIC GROUP OF COS INC (IPG) stocks. They significantly reduced their stock positions in GILEAD SCIENCES INC (GILD), FEDEX CORP (FDX) and CONOCOPHILLIPS (COP). FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ opened new stock positions in AMERIS BANCORP (ABCB), ISHARES BROAD USD HIGH YIELD (BGRN) and HF SINCLAIR CORP (DINO). The fund showed a lot of confidence in some stocks as they added substantially to O REILLY AUTOMOTIVE INC (ORLY), ELI LILLY & CO (LLY) and FRANKLIN US MID CAP (BUYZ).

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Annual Return Estimates Vs S&P 500

Our best estimate is that FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ made a return of 7.13% in the last quarter. In trailing 12 months, it's portfolio return was -3.14%.
201920202022202320242025−2002040Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
ameris bancorp21,849,900
ishares broad usd high yield21,464,300
hf sinclair corp15,101,000
viant technology inc-a8,443,370
dt midstream inc5,216,990
kinetik holdings inc1,426,870
ishares bitcoin etf372,218
blackstone inc261,765
New stocks bought by FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

Additions

Ticker% Inc.
o reilly automotive inc1,400
eli lilly & co1,266
franklin us mid cap284
targa resources corp158
doubleverify holdings inc99.61
mongodb inc75.62
las vegas sands corp72.28
uber technologies inc42.65
Additions to existing portfolio by FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

Reductions

Ticker% Reduced
gilead sciences inc-99.38
fedex corp-95.33
conocophillips-60.28
genesis energy l.p.-59.62
vanguard short-term bond index etf-51.78
ishares esg aware us aggrega-51.49
kite realty group trust-50.78
hca healthcare inc-44.54
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ reduced stake in above stock

Sold off

Ticker$ Sold
interpublic group of cos inc-8,968,960
alibaba group holding-sp adr-41,282,300
albany intl corp-cl a-12,055,700
innovator etf trust equity def pro 2-1,477,280
mplx lp-1,120,870
sempra-388,983
the hershey company-521,642
novo nordisk adr-202,140
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ got rid off the above stocks

Sector Distribution

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ has about 25% of it's holdings in Technology sector.

25%14%12%11%
Sector%
Technology25
Financial Services14.4
Industrials12
Others11.1
Communication Services9.1
Healthcare8.7
Consumer Cyclical7.5
Consumer Defensive4.3
Energy3.1
Real Estate1.8
Basic Materials1.8
Utilities1.3

Market Cap. Distribution

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ has about 81.5% of it's portfolio invested in the large-cap and mega-cap stocks.

46%36%11%
Category%
LARGE-CAP45.9
MEGA-CAP35.6
UNALLOCATED11.1
MID-CAP6.9

Stocks belong to which Index?

About 81.7% of the stocks held by FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ either belong to S&P 500 or RUSSELL 2000 index.

77%18%
Index%
S&P 50077.1
Others18.3
RUSSELL 20004.6
Top 5 Winners (%)%
AVGO
broadcom inc
63.9 %
JBL
jabil inc
59.0 %
ORCL
oracle corp
55.9 %
SNOW
snowflake inc-class a
53.1 %
FTDR
frontdoor inc
51.8 %
Top 5 Winners ($)$
MSFT
microsoft corp
258.0 M
META
meta platforms inc-class a
151.6 M
ORCL
oracle corp
121.7 M
NVDA
nvidia corp
117.1 M
CTAS
cintas corp
73.7 M
Top 5 Losers (%)%
ORLY
o reilly automotive inc
-93.5 %
UNH
unitedhealth group inc
-40.4 %
SKY
champion homes inc
-33.8 %
PRTS
carparts.com inc
-26.0 %
VFC
vf corp
-24.3 %
Top 5 Losers ($)$
UNH
unitedhealth group inc
-112.2 M
AAPL
apple inc
-47.9 M
BDX
becton dickinson and co
-45.4 M
BMY
bristol-myers squibb co
-38.1 M
XOM
exxon mobil corp
-22.6 M

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

MSFTCTASMETAAAPLGOOGAMZNNVDAORCLIJRGSVBACPMSCHWFITBJNJMDTTXNCINFXOMCRMAVGOMKLBABDXTSMUNHCMCSASSNCRTXABNBBMYDDDI..RO..HC..SW..JLLAGTSBUXIF..WD..I..WFCCSCOAMATHD

Current Stock Holdings of FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ has 395 stocks in it's portfolio. About 31.8% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ last quarter.

Last Reported on: 17 Jul, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of MICROSOFT CORP Position Held By FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

What % of Portfolio is MSFT?:

No data available

Number of MSFT shares held:

No data available

Change in No. of Shares Held:

No data available