FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

New 13F: Q3 2026

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ filed its 13F for the quarter ended Sep 30, 2026 on Oct 15, 2026: $7.3B in AI and semiconductor stocks; $115.3M bought and $97.1M sold against its previous quarter, at the quarter's prices.

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ declares $6.9B in 51 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 34.6% of its $19.9B 13F portfolio. Largest positions: Alphabet (0.02% of the company) and Microsoft (0.03% of the company). Over time: $6.9B in 51 of these companies for Q2 2026, against $2.4B in 40 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $159.3M and sold $446.9M of these stocks, at the quarter's prices: a net sale of $287.5M; 1 new position and 2 sold out.

Performance of its AI picks

The AI-stock portfolio FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ declared for Q2 2026 (Form 13F), held unchanged, returned +5.8% in Q3 2026 (SMH -7.1%), ranked 469 of 1,785 active managers. Over the last 12 months, quarter after quarter: +22.7% (SMH +87.2%), ranked 1067 of 1,360 active managers. Over three years, quarter after quarter: +123.5% (SMH +325.8%), ranked 613 of 784 active managers. Over five years, quarter after quarter: +136.2% (SMH +389.8%), ranked 386 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

  1. Alphabet (GOOGL): $929.6M, 2.6M shares, 0.02% of the company, 4.7% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  2. Microsoft (MSFT): $834.3M, 2.2M shares, 0.03% of the company, 4.2% of its portfolio (added this quarter); held since Q4 2019 or earlier
  3. Apple (AAPL): $737.7M, 2.5M shares, 0.02% of the company, 3.7% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  4. NVIDIA (NVDA): $553.2M, 2.8M shares, 0.01% of the company, 2.8% of its portfolio (added this quarter); held since Q3 2020
  5. Amazon (AMZN): $542.1M, 2.3M shares, 0.02% of the company, 2.7% of its portfolio (added this quarter); held since Q4 2019 or earlier
  6. Meta Platforms (META): $524.4M, 930,966 shares, 0.04% of the company, 2.6% of its portfolio (added this quarter); held since Q4 2019 or earlier
  7. Applied Materials (AMAT): $321.9M, 445,286 shares, 0.06% of the company, 1.6% of its portfolio (trimmed this quarter); held since Q4 2022
  8. TSMC (TSM): $312.2M, 653,800 shares, 0.01% of the company, 1.6% of its portfolio (added this quarter); held since Q4 2022
  9. Broadcom (AVGO): $275.8M, 730,207 shares, 0.02% of the company, 1.4% of its portfolio (added this quarter); held since Q4 2019 or earlier
  10. Oracle (ORCL): $183.4M, 1.3M shares, 0.04% of the company, 0.92% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  11. Texas Instruments (TXN): $160.0M, 536,900 shares, 0.06% of the company, 0.80% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  12. Salesforce (CRM): $141.0M, 900,281 shares, 0.11% of the company, 0.71% of its portfolio (added this quarter); held since Q4 2019 or earlier
  13. Cisco (CSCO): $114.0M, 970,924 shares, 0.02% of the company, 0.57% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  14. Micron (MU): $112.1M, 97,159 shares, 0.01% of the company, 0.56% of its portfolio (trimmed this quarter); held since Q3 2020
  15. KLA (KLAC): $109.7M, 363,680 shares, 0.03% of the company, 0.55% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier

By sector

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