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Portfolio (Quarterly) Guide ↗

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

· CIK 0001009016
13F Portfolio $19.9B AUM 452 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 125 Added 143 Reduced 24 Exited
Page 2 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNH UNITEDHEALTH GROUP INC Healthcare 477,964.0 $198.7M 1.00% +3K +0.7% $415.63 -5.2%
22 DE DEERE & CO Industrials 290,906.0 $184.5M 0.93% $634.33 -7.2%
23 ORCL ORACLE CORP Technology 1,251,246.0 $183.4M 0.92% -7K -0.6% $146.55 -2.6%
24 BDX BECTON DICKINSON AND CO Healthcare 1,107,849.0 $167.7M 0.84% +126K +12.8% $151.33 +19.5%
25 BA BOEING CO/THE Industrials 755,368.0 $163.5M 0.82% $216.47 +3.0%
26 MKL MARKEL GROUP INC Financial Services 81,945.0 $160.0M 0.81% +2K +2.7% $1953.01 -7.1%
27 TXN TEXAS INSTRUMENTS INC Technology 536,900.0 $160.0M 0.81% -500K -48.2% $298.07 -8.7%
28 SIO TOUCHSTONE STRTG IN ETF-IUSD 5,772,154.0 $148.2M 0.74% +59K +1.0% $25.68 -1.0%
29 CRM SALESFORCE INC Technology 900,281.0 $141.0M 0.71% +45K +5.3% $156.66 +25.2%
30 ABNB AIRBNB INC-CLASS A Consumer Cyclical 964,421.0 $138.0M 0.69% $143.10 +28.1%
31 SMMD ISHARES RUSSELL 2500 ETF 1,504,650.0 $137.9M 0.69% $91.63 +0.2%
32 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,304,823.0 $132.8M 0.67% -301K -11.6% $57.62 +14.6%
33 SWK STANLEY BLACK & DECKER INC Industrials 1,396,575.0 $131.4M 0.66% -36K -2.5% $94.12 +4.5%
34 BERKSHIRE HATHAWAY INC-CL B 255,913.0 $128.1M 0.64% -12K -4.4% $500.39
35 JLL JONES LANG LASALLE INC Real Estate 405,288.0 $125.6M 0.63% $309.95 +19.7%
36 PG PROCTER & GAMBLE CO/THE Consumer Defensive 793,728.0 $116.4M 0.58% +33K +4.3% $146.64 -2.2%
37 CSCO CISCO SYSTEMS INC Technology 970,924.0 $114.0M 0.57% -163K -14.4% $117.46 -5.0%
38 IFF INTL FLAVORS & FRAGRANCES Basic Materials 1,438,079.0 $113.9M 0.57% +10K +0.7% $79.22 +2.2%
39 MU MICRON TECHNOLOGY INC Technology 97,159.0 $112.1M 0.56% -73K -42.9% $1154.29 -18.5%
40 KLAC KLA CORP Technology 363,680.0 $109.7M 0.55% +312K +597.2% $301.71 -35.4%
Page 2 of 22  ·  421 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.6%
Financial Services 16.6%
Industrials 13.0%
Communication Services 10.4%
Healthcare 10.4%
Consumer Cyclical 8.5%
Consumer Defensive 4.3%
Energy 3.8%
Real Estate 2.4%
Basic Materials 1.7%