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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 9 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ADC AGREE REALTY CORP Real Estate 406,608.0 $30.8M 0.15% +16K +4.1% $75.74 -2.0%
162 HOMB HOME BANCSHARES INC Financial Services 1,077,320.0 $30.8M 0.15% +13K +1.2% $28.55 +8.5%
163 YETI YETI HOLDINGS INC Consumer Cyclical 612,384.0 $30.3M 0.15% -65K -9.6% $49.56 -12.8%
164 FELE FRANKLIN ELECTRIC CO INC Industrials 280,846.0 $30.1M 0.15% +38K +15.8% $107.19 -4.9%
165 EVR EVERCORE INC - A Financial Services 87,345.0 $29.8M 0.15% +2K +2.5% $341.44 -12.5%
166 BOX BOX INC - CLASS A Technology 1,115,887.0 $29.6M 0.15% +86K +8.4% $26.54 +22.2%
167 ZWS ZURN ELKAY WATER SOLUTIONS C Industrials 585,050.0 $29.6M 0.15% +88K +17.8% $50.53 -2.6%
168 GOOGL ALPHABET INC-CL A Communication Services 82,341.0 $29.4M 0.15% -2K -1.9% $357.37 -3.7%
169 ESE ESCO TECHNOLOGIES INC Technology 82,926.0 $29.0M 0.15% +5K +5.9% $350.04 -12.4%
170 PLD PROLOGIS INC Real Estate 213,910.0 $29.0M 0.15% +2K +0.7% $135.47 +3.4%
171 EXP EAGLE MATERIALS INC Basic Materials 128,740.0 $29.0M 0.15% +5K +3.7% $225.00 -10.9%
172 PFG PRINCIPAL FINANCIAL GROUP Financial Services 268,408.0 $28.9M 0.14% -140K -34.3% $107.78 +5.0%
173 ARE ALEXANDRIA REAL ESTATE EQUIT Real Estate 545,366.0 $28.8M 0.14% +3K +0.5% $52.85 -13.3%
174 GEV GE VERNOVA INC Utilities 24,466.0 $28.7M 0.14% $1174.86 -14.5%
175 CVLT COMMVAULT SYSTEMS INC Technology 201,819.0 $28.6M 0.14% -71K -26.1% $141.73 +0.8%
176 PVAL Putnam ETF Trust Focused Lar Cap 559,528.0 $28.5M 0.14% +321K +134.5% $50.95 +6.3%
177 WOR WORTHINGTON ENTERPRISES INC Industrials 529,213.0 $28.5M 0.14% +72K +15.8% $53.76 +6.0%
178 OPCH OPTION CARE HEALTH INC Healthcare 1,352,995.0 $28.4M 0.14% -127K -8.6% $20.97 +11.6%
179 CROX CROCS INC Consumer Cyclical 233,950.0 $28.2M 0.14% -62K -21.0% $120.64 +6.6%
180 MIDD MIDDLEBY CORP Industrials 162,870.0 $28.0M 0.14% NEW $172.01 -33.7%
Page 9 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%