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CIK: 0001009016
Total reported value
$19.9B
$19.9B
404 檔
17.3%
The Q3 2024 SEC filing reveals that Fort Washington Investment Advisors Inc /oh/ held a total portfolio value of $19.9B, covering 404 public equity positions.
In Q3 2024, Fort Washington Investment Advisors Inc /oh/ adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 4 holdings to manage risk exposure.
Showing top 200 holdings (of 404 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.41% | -0.26% | -0.73% | |
| 2 | CTAS | Cintas CORP | Stock-Industrials | 5.32% | -0.34% | +300.00% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.35% | — | -1.29% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.32% | -0.27% | +2.96% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.56% | +0.45% | -0.11% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.40% | +0.27% | +0.48% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.84% | +0.29% | +0.13% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 1.68% | -0.10% | -10.68% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.61% | -0.23% | -1.06% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.57% | -0.07% | -16.80% | |
| 11 | FITB | Fifth Third Bancorp | Stock-Financials | 1.46% | +0.15% | -0.03% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | +0.08% | +3.08% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.43% | -0.52% | -12.59% | |
| 14 | MDT | Medtronic plc | Stock-Healthcare | 1.43% | -0.22% | -0.98% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | +0.14% | +30.53% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 1.41% | +0.09% | -0.72% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.39% | -0.65% | -1.05% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | +0.12% | -0.37% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 1.33% | -0.12% | -0.86% | |
| 20 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.31% | -0.11% | -0.84% | |
| 21 | TXN | Texas Instruments Inc | Stock-Tech | 1.29% | -0.31% | -7.25% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.26% | -0.17% | +2.64% | |
| 23 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.25% | +0.09% | -0.21% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.21% | -0.05% | -8.81% | |
| 25 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.02% | -0.01% | +19.69% | |
| 26 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.99% | +0.10% | -7.95% | |
| 27 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.99% | -0.14% | +36.44% | |
| 28 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.97% | — | -10.22% | |
| 29 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.96% | -0.12% | -2.13% | |
| 30 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.87% | — | +0.60% | |
| 31 | SIO | Touchstone Strtg In Etf-iusd | ETF-Other | 0.86% | -0.06% | +31.64% | |
| 32 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.80% | -0.20% | +0.24% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.78% | +0.08% | -24.26% | |
| 34 | MKL | Markel Group Inc | Stock-Financials | 0.74% | -0.04% | -0.34% | |
| 35 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.71% | -0.41% | -0.34% | |
| 36 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.68% | -0.05% | -2.32% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.67% | — | -6.68% | |
| 38 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.64% | +0.06% | -5.78% | |
| 39 | ROP | Roper Technologies Inc | Stock-Tech | 0.64% | -0.04% | — | |
| 40 | TSEC | Touchstone Securitized Inc | ETF-Other | 0.63% | -0.05% | +45.98% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.40% | +824.34% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.62% | +0.35% | +6.58% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.59% | -0.01% | +17.42% | |
| 44 | WDAY | Workday Inc-class A | Stock-Tech | 0.58% | -0.05% | -0.54% | |
| 45 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.57% | +0.02% | +21.87% | |
| 46 | HUBB | Hubbell Inc | Stock-Industrials | 0.57% | -0.01% | +0.01% | |
| 47 | BLKCHF | Blackrock Inc | Stock-Other | 0.53% | — | -4.00% | |
| 48 | AFG | American Financial Group Inc | Stock-Financials | 0.49% | — | — | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.01% | -4.71% | |
| 50 | USB | US Bancorp | Stock-Financials | 0.48% | +0.03% | +0.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CTAS | Cintas CORP | +0.5% | +300.00% | Add |
| 2 | META | Meta Platforms Inc-class A | +0.3% | +2.96% | Add |
| 3 | NVDA | Nvidia CORP | +0.2% | +30.53% | Add |
| 4 | HCA | Hca Healthcare Inc | +0.2% | -0.84% | Trim |
| 5 | SIO | Touchstone Strtg In Etf-iusd | +0.2% | +31.64% | Add |
| 6 | SMMD | Ishares Russell 2500 ETF | +0.2% | +92.63% | Add |
| 7 | KMI | Kinder Morgan, Inc. | +0.2% | +534.04% | Add |
| 8 | TSEC | Touchstone Securitized Inc | +0.2% | +45.98% | Add |
| 9 | UNP | Union Pacific CORP | +0.2% | +356.28% | Add |
| 10 | SWK | Stanley Black & Decker Inc | +0.2% | -7.95% | Trim |
| 11 | BDX | Becton Dickinson And Co | +0.1% | +19.69% | Add |
| 12 | UNH | Unitedhealth Group Inc | +0.1% | +0.13% | Add |
| 13 | PM | Philip Morris International | +0.1% | -0.86% | Trim |
| 14 | FITB | Fifth Third Bancorp | +0.1% | -0.03% | Trim |
| 15 | YETI | Yeti Holdings Inc | +0.1% | NEW | New buy |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +0.24% | Add |
| 17 | JLL | Jones Lang Lasalle Inc | +0.1% | -2.32% | Trim |
| 18 | DIS | Walt Disney Co/the | +0.1% | +59.19% | Add |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | +36.44% | Add |
| 20 | HXL | Hexcel CORP | +0.1% | NEW | New buy |
| 21 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +159.69% | Add |
| 22 | AAPL | Apple Inc | +0.1% | -1.29% | Trim |
| 23 | MDT | Medtronic plc | +0.1% | -0.98% | Trim |
| 24 | CINF | Cincinnati Financial CORP | +0.1% | -0.21% | Trim |
| 25 | MCHP | Microchip Technology Inc | +0.1% | +271.35% | Add |
| 26 | SSNC | Ss&c Technologies Holdings | +0.1% | -0.34% | Trim |
| 27 | MMM | 3m Co | +0.1% | +4.63% | Add |
| 28 | SBUX | Starbucks CORP | +0.1% | -6.68% | Trim |
| 29 | HUBB | Hubbell Inc | +0.1% | +0.01% | Add |
| 30 | JNJ | Johnson & Johnson | 0% | -1.06% | Trim |
| 31 | RTX | Rtx CORP | 0% | -8.81% | Trim |
| 32 | IFF | Intl Flavors & Fragrances | 0% | +0.60% | Add |
| 33 | IVV | Ishares Core S&p 500 ETF | 0% | +3.08% | Add |
| 34 | CRM | Salesforce Inc | 0% | +2.64% | Add |
| 35 | ORCL | Oracle CORP | 0% | -10.68% | Trim |
| 36 | CXT | Crane Nxt Co | -0.1% | EXIT | Sold out |
| 37 | GNTX | Gentex CORP | -0.1% | EXIT | Sold out |
| 38 | PCRX | Pacira Biosciences Inc | -0.1% | EXIT | Sold out |
| 39 | VXF | Vanguard Extended Market ETF | -0.1% | EXIT | Sold out |
| 40 | COR | Cencora Inc | -0.1% | -40.75% | Trim |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -97.95% | Trim |
| 42 | PSX | Phillips 66 | -0.2% | -45.41% | Trim |
| 43 | MU | Micron Technology Inc | -0.2% | -13.71% | Trim |
| 44 | KLAC | Kla CORP | -0.2% | -23.35% | Trim |
| 45 | QCOM | Qualcomm Inc | -0.2% | -14.90% | Trim |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -16.80% | Trim |
| 47 | VLO | Valero Energy CORP | -0.2% | -56.99% | Trim |
| 48 | BMRN | Biomarin Pharmaceutical Inc | -0.2% | -25.64% | Trim |
| 49 | GOOG | Alphabet Inc-cl C | -0.5% | -0.11% | Trim |
| 50 | MSFT | Microsoft CORP | -0.7% | -0.73% | Trim |
According to official SEC Form 13F filings, Fort Washington Investment Advisors Inc /oh/ reported a total U.S. public equity portfolio value of $19.9B across 404 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, CTAS, AAPL) accounted for 17.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
YETI
市值: $19.5M
Top Position Liquidated / Trimmed
VXF
前期市值: $16.0M
During Q3 2024, Fort Washington Investment Advisors Inc /oh/'s top holdings by market value included MSFT (5.4%)、CTAS (5.3%)、AAPL (4.3%). The largest single position, MSFT, represented 5.4% of total portfolio value.
In Q3 2024, Fort Washington Investment Advisors Inc /oh/ made 50 total portfolio adjustments, initiating 2 new buys, adding to 20 positions, trimming 24 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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