FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$18.8B

Total Positions

416

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

MSFT5.51%

GOOG4.38%

CTAS4.26%

AAPL3.89%

META3.24%

NVDA2.65%

AMZN2.62%

IVV1.90%

BAC1.70%

JNJ1.65%

Other17.99%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

URI28Q held

United Rentals Inc

Avg $112.00 · $360,852 est. P&L

Est. P&L

+628.07%

MEDP28Q held

Medpace Holdings Inc

Avg $111.92 · $3.9M est. P&L

Est. P&L

+408.27%

CIEN10Q held

Ciena Corp

Avg $50.81 · $23.2M est. P&L

Est. P&L

+369.09%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 415 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT Microsoft Corp	2.1M	$1B	5.5%	—	$167.28	+191.42%	28 qtrs	Increased 62
GOOG Alphabet Inc	2.6M	$821.9M	4.4%	—	$103.27	+204.59%	28 qtrs	Decreased 0
CTAS Cintas Corp	4.3M	$799.8M	4.3%	—	$161.76	+17.40%	28 qtrs	Increased 58
AAPL Apple Inc	2.7M	$730.4M	3.9%	—	$102.71	+165.62%	28 qtrs	Decreased 0
META Meta Platforms Inc	920,636	$607.7M	3.2%	—	$229.39	+190.31%	28 qtrs	Decreased 0
NVDA NVIDIA Corp	2.7M	$498.2M	2.7%	—	$128.40	+46.06%	22 qtrs	Increased 58
AMZN Amazon.com Inc	2.1M	$491.6M	2.6%	—	$111.65	+108.28%	28 qtrs	Decreased 0
IVV ISHARES TR	520,330	$356.4M	1.9%	—	$458.20	+50.57%	28 qtrs	Increased 50
BAC Bank of America Corp	5.8M	$318.6M	1.7%	—	$31.28	+76.75%	28 qtrs	Increased 49
JNJ Johnson & Johnson	1.5M	$310.5M	1.7%	—	$126.95	+62.99%	28 qtrs	Increased 49
V Visa Inc	820,439	$287.7M	1.5%	—	$203.06	+73.78%	28 qtrs	Increased 49
FITB Fifth Third Bancorp	5.6M	$262.9M	1.4%	—	$23.32	+102.09%	28 qtrs	Decreased 0
XOM Exxon Mobil Corp	2.1M	$251.8M	1.3%	—	$56.72	+111.89%	28 qtrs	Increased 49
SCHW Charles Schwab Corp/The	2.5M	$250.5M	1.3%	—	$62.36	+60.70%	28 qtrs	Increased 49
MDT Medtronic PLC	2.6M	$250.3M	1.3%	—	$80.32	+20.34%	28 qtrs	Increased 49
CINF Cincinnati Financial Corp	1.5M	$244.8M	1.3%	—	$68.81	+139.73%	28 qtrs	Decreased 0
PM Philip Morris International Inc	1.5M	$244.5M	1.3%	—	$68.43	+136.67%	28 qtrs	Increased 48
ORCL Oracle Corp	1.2M	$242.8M	1.3%	—	$62.87	+212.85%	28 qtrs	Decreased 0
CRM Salesforce Inc	843,801	$223.5M	1.2%	—	$191.95	+38.54%	28 qtrs	Increased 48
GS Goldman Sachs Group Inc/The	247,813	$217.8M	1.2%	—	$212.84	+315.53%	28 qtrs	Decreased 0
TSM TAIWAN SEMICONDUCTOR MFG LTD	653,703	$198.7M	1.1%	—	$140.20	+113.68%	13 qtrs	Increased 48
BDX Becton Dickinson & Co	951,456	$184.6M	1.0%	—	$177.56	-13.37%	8 qtrs	Increased 45
TXN Texas Instruments Inc	1.1M	$182.8M	1.0%	—	$125.28	+39.12%	28 qtrs	Increased 43
MKL MARKEL GROUP INC	79,713	$171.4M	0.9%	—	$1,426.57	+52.38%	20 qtrs	Decreased 0
BA Boeing Co/The	752,113	$163.3M	0.9%	—	$155.75	+40.29%	28 qtrs	Increased 43
Showing 25 of 415 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

TSMTAIWAN SEMICONDUCTOR MFG LTD

Q1 2024 → Q4 2025+628,403 shares+$196M

BABoeing Co/The

Q1 2024 → Q4 2025+300,741 shares+$45.6M

STZConstellation Brands Inc

Q1 2024 → Q4 2025+63,352 shares-$10.7M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer