FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
Long book
$18.08B
Q1 2026
Positions
417
Top-10 weight
30%
concentration
Last quarter
+12.8%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsFORT WASHINGTON INVESTMENT ADVISORS INC /OH/ is an institutional manager, running a $18.08B US long book across 417 positions.
The portfolio is moderately concentrated (top 10 ≈ 30% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: MICROSOFT CORP, ALPHABET INC-CL C, CINTAS CORP, APPLE INC, META PLATFORMS INC-CLASS A.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.8%
Q2 2024
+8.3%
Q3 2024
-0.0%
Q4 2024
-1.1%
Q1 2025
+8.2%
Q2 2025
+6.0%
Q3 2025
+2.3%
Q4 2025
-3.7%
Q1 2026
+12.8%
Sector allocation
Technology 33%
Financials 17%
Healthcare 10%
Other 8%
Industrials 7%
Consumer discretionary 6%
Services media 6%
Energy 4%
Long book by quarter
What does FORT WASHINGTON own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Technology | 2.2M | $804.3M | 4.4% | +1.6% |
| GOOG ALPHABET INC-CL C | Technology | 2.6M | $737.0M | 4.1% | -1.9% |
| CTAS CINTAS CORP | Other | 4.3M | $719.3M | 4.0% | Held |
| AAPL APPLE INC | Technology | 2.6M | $670.3M | 3.7% | -1.7% |
| META META PLATFORMS INC-CLASS A | Technology | 919.0K | $525.8M | 2.9% | -0.2% |
| NVDA NVIDIA CORP | Technology | 2.7M | $477.9M | 2.6% | +2.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.1M | $444.7M | 2.5% | +0.3% |
| XOM EXXON MOBIL CORP | Energy | 2.1M | $362.4M | 2.0% | +2.1% |
| BAC BANK OF AMERICA CORP | Financials | 5.8M | $282.3M | 1.6% | -0.1% |
| FITB FIFTH THIRD BANCORP | Financials | 5.6M | $260.7M | 1.4% | -0.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.1M | $260.2M | 1.4% | -29.1% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 1.5M | $255.7M | 1.4% | +1.5% |
| V VISA INC-CLASS A SHARES | Services media | 837.3K | $253.1M | 1.4% | +2.1% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 2.5M | $238.8M | 1.3% | +1.4% |
| CINF CINCINNATI FINANCIAL CORP | Financials | 1.5M | $235.8M | 1.3% | 0.0% |
| MDT MEDTRONIC PLC | Healthcare | 2.6M | $225.5M | 1.2% | -0.1% |
| TXN TEXAS INSTRUMENTS INC | Technology | 1.0M | $201.2M | 1.1% | -1.6% |
| ORCL ORACLE CORP | Technology | 1.3M | $185.1M | 1.0% | +1.0% |
| AVGO BROADCOM INC | Technology | 580.0K | $179.5M | 1.0% | +32.8% |
| DE DEERE & CO | Industrials | 290.0K | $163.4M | 0.9% | +2.1% |
| GS GOLDMAN SACHS GROUP INC | Financials | 192.0K | $162.4M | 0.9% | -22.5% |
| CRM SALESFORCE INC | Technology | 855.3K | $159.7M | 0.9% | +1.4% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 2.6M | $158.0M | 0.9% | -4.4% |
| BDX BECTON DICKINSON AND CO | Healthcare | 981.9K | $154.4M | 0.9% | +3.2% |
| MKL MARKEL GROUP INC | Financials | 79.8K | $152.7M | 0.8% | +0.1% |
| AMAT APPLIED MATERIALS INC | Technology | 445.3K | $152.2M | 0.8% | -6.9% |
| BA BOEING CO/THE | Industrials | 755.1K | $150.3M | 0.8% | +0.4% |
| UNH UNITEDHEALTH GROUP INC | Financials | 474.9K | $128.5M | 0.7% | +1.6% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 267.7K | $128.3M | 0.7% | -5.2% |
| JLL JONES LANG LASALLE INC | Real estate | 404.9K | $123.2M | 0.7% | +0.1% |
| ABNB AIRBNB INC-CLASS A | Services media | 962.9K | $121.6M | 0.7% | 0.0% |
| CMCSA COMCAST CORP-CLASS A | Communications | 4.1M | $118.0M | 0.7% | +2.3% |
| PG PROCTER & GAMBLE CO/THE | Other | 761.0K | $109.9M | 0.6% | +9.3% |
| CVX CHEVRON CORP | Energy | 512.2K | $106.0M | 0.6% | +5.6% |
| LPLA LPL FINANCIAL HOLDINGS INC | Financials | 348.1K | $104.7M | 0.6% | +38.5% |
| DIS WALT DISNEY CO/THE | Services media | 1.1M | $103.7M | 0.6% | +11.0% |
| IFF INTL FLAVORS & FRAGRANCES | Other | 1.4M | $103.6M | 0.6% | +2.7% |
| SSNC SS&C TECHNOLOGIES HOLDINGS | Technology | 1.5M | $102.2M | 0.6% | -11.4% |
| SWK STANLEY BLACK & DECKER INC | Industrials | 1.4M | $101.8M | 0.6% | -8.3% |
| JPM JPMORGAN CHASE & CO | Financials | 315.3K | $92.8M | 0.5% | +3.1% |
| CSCO CISCO SYSTEMS INC | Technology | 1.1M | $88.0M | 0.5% | +4.4% |
| LVS LAS VEGAS SANDS CORP | Services media | 1.6M | $84.8M | 0.5% | +1.8% |
| HCA HCA HEALTHCARE INC | Healthcare | 173.2K | $82.0M | 0.5% | -7.7% |
| HD HOME DEPOT INC | Consumer discretionary | 246.6K | $81.1M | 0.4% | +5.5% |
| MNST MONSTER BEVERAGE CORP | Consumer staples | 1.1M | $80.3M | 0.4% | -7.4% |
| MRK MERCK & CO. INC. | Healthcare | 659.9K | $79.4M | 0.4% | +4.9% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 1.6M | $78.9M | 0.4% | +4.5% |
| ADI ANALOG DEVICES INC | Technology | 246.5K | $78.4M | 0.4% | +5.6% |
| AFG AMERICAN FINANCIAL GROUP INC | Financials | 611.4K | $78.1M | 0.4% | -0.4% |
| KLAC KLA CORP | Other | 52.2K | $76.8M | 0.4% | +5.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 22, 2026 | 457 | $18.08B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 13, 2026 | 457 | $18.78B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 17, 2025 | 432 | $17.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 17, 2025 | 432 | $17.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 16, 2025 | 435 | $16.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 17, 2025 | 435 | $16.75B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 25, 2024 | 438 | $16.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 30, 2024 | 433 | $15.35B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR/ARESTATEMENT | May 13, 2024 | 415 | $13.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 24, 2024 | 427 | $14.46B | SEC ↗ |
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