13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001009016
Total reported value
$19.9B
$19.9B
399 檔
17.3%
During the Q4 2024 filing period, Fort Washington Investment Advisors Inc /oh/ (CIK: 0001009016) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $19.9B across 399 reported positions.
In Q4 2024, Fort Washington Investment Advisors Inc /oh/ displayed an active expansion posture, initiating 4 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 399 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.27% | -0.26% | +1.32% | |
| 2 | CTAS | Cintas CORP | Stock-Industrials | 4.64% | -0.34% | +0.13% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.47% | — | -2.72% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.33% | -0.27% | -0.01% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.84% | +0.45% | -0.94% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.74% | +0.27% | -1.07% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.60% | +0.29% | +2.29% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 1.59% | -0.10% | -1.25% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 1.56% | +0.09% | +2.15% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.54% | -0.52% | -5.20% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.53% | +0.14% | +0.06% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | +0.08% | +5.75% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.52% | -0.17% | +0.19% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.52% | +0.12% | +0.95% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.47% | -0.23% | +4.14% | |
| 16 | FITB | Fifth Third Bancorp | Stock-Financials | 1.42% | +0.15% | -0.03% | |
| 17 | MDT | Medtronic plc | Stock-Healthcare | 1.34% | -0.22% | +7.43% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.31% | -0.65% | +4.28% | |
| 19 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.30% | +0.09% | -0.02% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.07% | -15.92% | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 1.25% | -0.12% | -3.62% | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 1.20% | -0.31% | +4.48% | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.15% | -0.14% | +2.83% | |
| 24 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.08% | -0.01% | +14.48% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.98% | -0.05% | -14.31% | |
| 26 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.93% | -0.11% | -1.91% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | +0.40% | +9.48% | |
| 28 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.89% | -0.12% | +5.02% | |
| 29 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.87% | -0.20% | +0.70% | |
| 30 | SIO | Touchstone Strtg In Etf-iusd | ETF-Other | 0.81% | -0.06% | -0.56% | |
| 31 | MKL | Markel Group Inc | Stock-Financials | 0.79% | -0.04% | -0.82% | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.79% | -0.01% | +17.04% | |
| 33 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.77% | — | -5.60% | |
| 34 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.76% | +0.10% | +7.34% | |
| 35 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.70% | -0.41% | -0.95% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.70% | +0.35% | +0.64% | |
| 37 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.69% | — | +0.25% | |
| 38 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.62% | -0.05% | -0.74% | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.62% | — | +0.28% | |
| 40 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.61% | +0.02% | +4.51% | |
| 41 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.60% | +0.06% | -5.47% | |
| 42 | TSEC | Touchstone Securitized Inc | ETF-Other | 0.60% | -0.05% | -0.64% | |
| 43 | WDAY | Workday Inc-class A | Stock-Tech | 0.59% | -0.05% | -1.37% | |
| 44 | ROP | Roper Technologies Inc | Stock-Tech | 0.59% | -0.04% | -0.06% | |
| 45 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.55% | +0.05% | +45.69% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.51% | -0.02% | +13.32% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.01% | +9.48% | |
| 48 | AFG | American Financial Group Inc | Stock-Financials | 0.50% | — | +0.59% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.08% | +7.74% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | +0.08% | -36.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.4% | NEW | New buy |
| 2 | AMAT | Applied Materials Inc | +0.4% | +5872.08% | Add |
| 3 | AMZN | Amazon.com Inc | +0.3% | -1.07% | Trim |
| 4 | SO | Southern Co/the | +0.3% | NEW | New buy |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | -0.94% | Trim |
| 6 | AVGO | Broadcom Inc | +0.3% | +9.48% | Add |
| 7 | CRM | Salesforce Inc | +0.3% | +0.19% | Add |
| 8 | MS | Morgan Stanley | +0.2% | +6665.80% | Add |
| 9 | BA | Boeing Co/the | +0.2% | +17.04% | Add |
| 10 | LIN | Linde plc | +0.2% | +18890.57% | Add |
| 11 | V | Visa Inc-class A Shares | +0.2% | +0.95% | Add |
| 12 | SMMD | Ishares Russell 2500 ETF | +0.2% | +45.69% | Add |
| 13 | SCHW | Schwab (charles) CORP | +0.2% | +2.83% | Add |
| 14 | C | Citigroup Inc | +0.2% | NEW | New buy |
| 15 | BAC | Bank Of America CORP | +0.2% | +2.15% | Add |
| 16 | PG | Procter & Gamble Co/the | +0.2% | +55.92% | Add |
| 17 | WFC | Wells Fargo & Co | +0.1% | +13.32% | Add |
| 18 | KR | Kroger Co | +0.1% | NEW | New buy |
| 19 | AAPL | Apple Inc | +0.1% | -2.72% | Trim |
| 20 | NVDA | Nvidia CORP | +0.1% | +0.06% | Add |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | -5.20% | Trim |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.75% | Add |
| 23 | KMI | Kinder Morgan, Inc. | +0.1% | +15.28% | Add |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.64% | Add |
| 25 | MCHP | Microchip Technology Inc | +0.1% | +134.46% | Add |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +7.74% | Add |
| 27 | BMY | Bristol-myers Squibb Co | +0.1% | +0.70% | Add |
| 28 | LUV | Southwest Airlines Co | +0.1% | +6.48% | Add |
| 29 | PGNY | Progyny Inc | +0.1% | +90.12% | Add |
| 30 | BDX | Becton Dickinson And Co | +0.1% | +14.48% | Add |
| 31 | META | Meta Platforms Inc-class A | 0% | -0.01% | Trim |
| 32 | ASH | Ashland Inc | -0.1% | EXIT | Sold out |
| 33 | TDC | Teradata CORP | -0.1% | EXIT | Sold out |
| 34 | NEE | Nextera Energy Inc | -0.1% | -5.46% | Trim |
| 35 | HUBB | Hubbell Inc | -0.1% | -11.58% | Trim |
| 36 | WHR | Whirlpool CORP | -0.1% | EXIT | Sold out |
| 37 | ASTH | Astrana Health Inc | -0.1% | EXIT | Sold out |
| 38 | COR | Cencora Inc | -0.1% | -83.86% | Trim |
| 39 | JNJ | Johnson & Johnson | -0.1% | +4.14% | Add |
| 40 | IFF | Intl Flavors & Fragrances | -0.2% | +0.25% | Add |
| 41 | 6D8 | Dupont De Nemours Inc | -0.2% | -5.60% | Trim |
| 42 | PRU | Prudential Financial Inc | -0.2% | EXIT | Sold out |
| 43 | RTX | Rtx CORP | -0.2% | -14.31% | Trim |
| 44 | SWK | Stanley Black & Decker Inc | -0.2% | +7.34% | Add |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | +2.29% | Add |
| 46 | IBM | Intl Business Machines CORP | -0.3% | -36.36% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -15.92% | Trim |
| 48 | HCA | Hca Healthcare Inc | -0.4% | -1.91% | Trim |
| 49 | BLKCHF | Blackrock Inc | -0.5% | EXIT | Sold out |
| 50 | CTAS | Cintas CORP | -0.7% | +0.13% | Add |
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 399 disclosed positions in Q4 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 Q4 2024.
Top New Position Initiated
BLK
市值: $74.2M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $87.8M
During Q4 2024, Fort Washington Investment Advisors Inc /oh/'s top holdings by market value included MSFT (5.3%)、CTAS (4.6%)、AAPL (4.5%). The largest single position, MSFT, represented 5.3% of total portfolio value.
In Q4 2024, Fort Washington Investment Advisors Inc /oh/ made 50 total portfolio adjustments, initiating 4 new buys, adding to 27 positions, trimming 13 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.