1y return+13.0%S&P 500 +20.9%
3y return+48.5%S&P 500 +68.5%
5y return+51.8%S&P 500 +74.5%
10y return+198.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $298 against $357 in the S&P 500.2
Fort Washington Investment Advisors Inc /oh/S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGAlphabet Inc-cl C | $900.2M | 4.5% | |
| MSFTMicrosoft Corp | $834.3M | 4.2% | +2.9% |
| AAPLApple Inc | $737.7M | 3.7% | −3.5% |
| CTASCintas Corp | $723.3M | 3.6% | |
| NVDANvidia Corp | $553.2M | 2.8% | |
| AMZNAmazon.com Inc | $542.1M | 2.7% | +6.5% |
| METAMeta Platforms Inc-class A | $524.4M | 2.6% | +1.3% |
| IVVIshares Core S&p 500 Etf | $409.9M | 2.1% | |
| BACBank Of America Corp | $327.5M | 1.6% | |
| AMATApplied Materials Inc | $321.9M | 1.6% | |
| FITBFifth Third Bancorp | $316.5M | 1.6% | |
| TSMTaiwan Semiconductor-sp Adr | $312.2M | 1.6% | |
| VVisa Inc-class A Shares | $302.8M | 1.5% | +5.4% |
| CINFCincinnati Financial Corp | $276.9M | 1.4% | |
| AVGOBroadcom Inc | $275.8M | 1.4% | +25.9% |
| Exxon Mobil CorpCUSIP 30231G102 | $267.9M | 1.3% | −8.3% |
| PMPhilip Morris International | $255.9M | 1.3% | −8.5% |
| JNJJohnson & Johnson | $239.9M | 1.2% | −11.3% |
| SCHWSchwab (charles) Corp | $235.3M | 1.2% | |
| Medtronic PLCCUSIP G5960L103 | $205.5M | 1.0% | |
| UNHUnitedhealth Group Inc | $198.7M | 1.0% | |
| DEDeere & Co | $184.5M | 0.9% | |
| ORCLOracle Corp | $183.4M | 0.9% | |
| BDXBecton Dickinson And Co | $167.7M | 0.8% | +12.8% |
| BABoeing Co/the | $163.5M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | September 30, 2020 | +1378.8% | $553.2M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $275.8M |
| AMATApplied Materials Inc | December 31, 2022 | +642.5% | $321.9M |
| TSMTaiwan Semiconductor-sp Adr | December 31, 2022 | +541.1% | $312.2M |
| GOOGAlphabet Inc-cl C | June 30, 2020 | +399.9% | $900.2M |
| DEDeere & Co | June 30, 2020 | +303.7% | $184.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $737.7M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $267.9M |
| JLLJones Lang Lasalle Inc | June 30, 2020 | +199.6% | $125.6M |
| FITBFifth Third Bancorp | June 30, 2020 | +192.4% | $316.5M |
Sold off last quarter
- RAMPLiveramp Holdings Inc was $52.0M
- TGTTarget Corp was $42.3M
- LRNStride Inc was $31.3M
- PVHPvh Corp was $22.7M
- MMSMaximus Inc was $22.5M
- FOXAFox Corp - Class A was $21.2M
- KBRKbr Inc was $20.5M
- CIGIColliers Intl Gr-subord Vot was $19.7M
- OIIOceaneering Intl Inc was $18.7M
- ZDZiff Davis Inc was $13.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.0% | +14.8% |
| March 31, 2026 | −4.4% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | −1.5% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +7.8% | +5.4% |
| June 30, 2024 | +0.2% | +4.0% |
| March 31, 2024 | +8.0% | +10.0% |
| December 31, 2023 | +11.3% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +6.0% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +10.0% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −14.4% | −16.5% |
| March 31, 2022 | −3.9% | −4.9% |
| December 31, 2021 | +7.6% | +10.7% |
| September 30, 2021 | +0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Fort Washington Investment Advisors Inc /oh/ Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1009016&type=13F-HR&dateb=&owner=include&count=40CIK 1009016
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1009016/000119312526307398/Filed July 17, 2026 · accession 0001193125-26-307398