Fund HoldingsBAHL & GAYNOR INC

Total Portfolio Value
$19.62B
Total Bought
$1.98B
Total Sold
$1.68B
Net Transaction
+$299.53M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Williams Cos Inc(WMB)8,425,93311,287,921+2,861,988456,012674,5663.44%+218,555
Johnson & Johnson(JNJ)1,328,4142,188,091+859,677192,115362,8731.85%+170,758
Travelers Companies Inc(TRV)1,189,2361,679,275+490,039286,475444,1012.26%+157,626
Hartford Financial Services Gr(HIG)1,457,1472,141,537+684,390159,412264,9721.35%+105,560
Vici Properties Inc(VICI)03,056,435+3,056,435099,7010.51%+99,701
AbbVie Inc(ABBV)03,298,466+3,298,4660691,0953.52%+691,095
Marsh & McLennan Cos Inc(MRSH)01,960,496+1,960,4960478,4202.44%+478,420
Texas Instruments Inc(TXN)02,207,124+2,207,1240396,6202.02%+396,620
Taiwan Semiconductor Mfg Ltd S(TSM)165,785536,913+371,12832,74189,1280.45%+56,387
Reinsurance Group America Inc(RGA)0281,232+281,232055,3750.28%+55,375
Mondelez Intl Inc Cl A(MDLZ)06,147,235+6,147,2350417,0902.13%+417,090
Wec Energy Group Inc01,319,511+1,319,5110143,8000.73%+143,800
Union Pacific Corp(UNP)0368,615+368,615087,0820.44%+87,082
Chevron Corp(CVX)02,271,537+2,271,5370380,0051.94%+380,005
Eli Lilly & Co(LLY)0844,400+844,4000697,3993.55%+697,399
Paychex Inc(PAYX)1,675,3041,755,442+80,138234,911270,8301.38%+35,919
Waste Management Inc(WM)0514,791+514,7910119,1790.61%+119,179
JPMorgan Chase & Co(JPM)1,995,5582,088,378+92,820478,355512,2792.61%+33,924
Procter & Gamble Co(PG)04,277,991+4,277,9910729,0553.72%+729,055
Targa Resources Corp(TRGP)876,099932,440+56,341156,384186,9260.95%+30,543
Exxon Mobil Corp01,181,994+1,181,9940140,5750.72%+140,575
Watsco Inc(WSO)251,529290,327+38,798119,197147,5730.75%+28,376
Broadridge Financial Solutions1,129,8241,168,351+38,527255,442283,2781.44%+27,837
UnitedHealth Group Inc(UNH)0277,048+277,0480145,1040.74%+145,104
Alphabet Inc Cap Stock Cl A47,653225,901+178,2489,02134,9330.18%+25,913
Parker Hannifin Corp(PH)041,526+41,526025,2420.13%+25,242
CME Group Inc Cl A(CME)614,628630,540+15,912142,735167,2760.85%+24,541
McDonalds Corp(MCD)01,097,866+1,097,8660342,9401.75%+342,940
Encompass Health Corp0251,065+251,065025,4280.13%+25,428
Perrigo Co PLC1,525,1972,146,352+621,15539,21360,1840.31%+20,971
Dt Midstream Inc Common Stock(DTM)215,978422,719+206,74121,47540,7840.21%+19,309
Snap On Inc(SNA)286,558340,746+54,18897,281114,8350.59%+17,554
Amdocs Ltd0592,097+592,097054,1770.28%+54,177
Coca-Cola Co(KO)01,609,189+1,609,1890115,2500.59%+115,250
Abbott Laboratories0966,888+966,8880128,2580.65%+128,258
PPL Corp(PPL)3,936,9923,972,797+35,805127,795143,4580.73%+15,663
Cintas Corp(CTAS)0827,215+827,2150170,0170.87%+170,017
Zoetis Inc Cl A(ZTS)0246,454+246,454040,5790.21%+40,579
Rtx Corporation Com(RTX)0782,551+782,5510103,6570.53%+103,657
Keurig Dr Pepper Inc(KDP)04,252,806+4,252,8060145,5310.74%+145,531
NiSource Inc(NI)1,271,0391,474,098+203,05946,72359,0970.30%+12,373
CBOE Global Mkts Inc205,420231,768+26,34840,13952,4470.27%+12,308
Quest Diagnostics Inc(DGX)271,558314,857+43,29940,96753,2740.27%+12,307
Cincinnati Financial Corp(CINF)1,120,0831,169,676+49,593160,956172,7850.88%+11,829
Amgen Inc(AMGN)0293,395+293,395091,4070.47%+91,407
Wal-Mart Inc(WMT)116,694239,162+122,46810,54320,9960.11%+10,453
CMS Energy Corp(CMS)589,734661,936+72,20239,30649,7180.25%+10,412
Gildan Activewear Inc(GIL)742,1491,008,804+266,65534,91844,6090.23%+9,691
Agree Realty Corp471,020549,225+78,20533,18342,3950.22%+9,211
Texas Roadhouse Inc(TXRH)181,082250,855+69,77332,67341,8000.21%+9,127
Atmos Energy Corp(ATO)275,345305,882+30,53738,34747,2830.24%+8,936
Meta Platforms Inc Cl A(META)99,649116,494+16,84558,34667,1430.34%+8,797
Utz Brands Inc Cl A0914,325+914,325012,8740.07%+12,874
Allegion Pub Ltd Co056,325+56,32507,3480.04%+7,348
Avery Dennison Corp339,349397,143+57,79463,50270,6800.36%+7,177
Ryder Systems Inc(R)8,24258,503+50,2611,2938,4130.04%+7,120
Alliant Energy Corp(LNT)402,805474,101+71,29623,82230,5080.16%+6,687
Kinder Morgan Inc4,704,9974,708,438+3,441128,917134,3320.68%+5,415
Plains Group Hlgs LP A0954,411+954,411020,3860.10%+20,386
Fastenal Co(FAST)0992,436+992,436076,9630.39%+76,963
TJX Cos Inc(TJX)1,297,7661,325,389+27,623156,783161,4320.82%+4,649
American Financial Group Inc O585,751645,466+59,71580,20784,7760.43%+4,569
General Dynamics Corp(GD)0252,180+252,180068,7390.35%+68,739
Lancaster Colony Corp(MZTI)158,057181,084+23,02727,36631,6900.16%+4,324
Oracle Corp(ORCL)187,462253,948+66,48631,23935,5040.18%+4,266
Victory Cap Holdings Inc Cl A1,557,4251,825,998+268,573101,949105,6710.54%+3,721
Cisco Systems Inc(CSCO)2,165,4402,134,787-30,653128,194131,7380.67%+3,544
Berkshire Hathaway Inc Cl B047,174+47,174025,1240.13%+25,124
Insperity Inc0157,301+157,301014,0360.07%+14,036
Hubbell Inc(HUBB)157,910208,098+50,18866,14768,8620.35%+2,715
New York Times Co Cl A(NYT)054,239+54,23902,6900.01%+2,690
Tractor Supply Co(TSCO)0177,636+177,63609,7880.05%+9,788
Equity Lifestyle Properties In(ELS)202,092237,424+35,33213,45915,8360.08%+2,377
Terreno Realty Corp(TRNO)0438,897+438,897027,7470.14%+27,747
Winmark Corp(WINA)06,589+6,58902,0940.01%+2,094
Ecolab Inc(ECL)0134,669+134,669034,1410.17%+34,141
US Physical Therapy Inc260,125345,003+84,87823,07624,9640.13%+1,889
Gallagher Arthur J & Co(AJG)030,475+30,475010,5210.05%+10,521
Chemed Corp017,032+17,032010,4800.05%+10,480
Packaging Corp America(PKG)225,834263,950+38,11650,84252,2670.27%+1,425
Berkshire Hathaway Inc Cl A012+1209,5810.05%+9,581
Texas Pacific Land Corporation(TPL)6,0006,00006,6367,9500.04%+1,314
Philip Morris Intl Inc(PM)030,872+30,87204,9000.02%+4,900
Penske Automotive Group Inc(PAG)82,53596,313+13,77812,58213,8670.07%+1,286
iShares Core MSCI EAFE0208,973+208,973015,8090.08%+15,809
Roper Technologies Inc(ROP)017,713+17,713010,4430.05%+10,443
RPM Intl Inc(RPM)361,446393,973+32,52744,48045,5750.23%+1,095
Fiserv Inc(FISV)65,97565,902-7313,55314,5530.07%+1,001
Novartis AG Sp ADR093,554+93,554010,4290.05%+10,429
Installed Building Prods Inc04,578+4,57807850.00%+785
Verizon Communications Inc063,282+63,28202,8700.01%+2,870
Enbridge Inc(ENB)439,332438,351-98118,64119,4230.10%+782
Nestle SA Sp ADR055,269+55,26905,5810.03%+5,581
AllianceBernstein Holding LP018,600+18,60007130.00%+713
Meritage Homes Corp(MTH)0169,437+169,437012,0100.06%+12,010
Duke Energy Corp(DUK)034,221+34,22104,1740.02%+4,174
AptarGroup Inc44,64251,545+6,9037,0137,6480.04%+635
Air Prods & Chems Inc01,123,892+1,123,8920331,4581.69%+331,458
Southern Co(SO)018,751+18,75101,7240.01%+1,724
American Express Co(AXP)03,258+3,25808770.00%+877
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