BAHL & GAYNOR INC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$19.8B
Holdings
332
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (332 positions)
| Stock | Value |
|---|---|
CDWCDW Corp | $38.7B |
LNTAlliant Energy Corp | $36.4B |
EHCEncompass Health Corp | $35.3B |
ECLEcolab Inc | $34.8B |
BXBlackstone Inc Com | $33.8B |
MZTIMarzetti Company Com | $33.7B |
PHParker Hannifin Corp | $32.8B |
ZTSZoetis Inc Cl A | $32.3B |
WDCWestern Digital Corp | $31.4B |
AVTAvnet Inc | $31.1B |
ELSEquity Lifestyle Properties In | $30.9B |
HONHoneywell Intl Inc | $30.9B |
CARRCarrier Global Corporation Com | $30.7B |
USPHUS Physical Therapy Inc | $25.2B |
RRyder Systems Inc | $23.2B |
BRK/BBerkshire Hathaway Inc Cl B | $22.8B |
PAGPenske Automotive Group Inc | $22.0B |
EMREmerson Electric Co | $20.4B |
PAGPPlains Group Hlgs LP A | $20.3B |
ENBEnbridge Inc | $19.8B |
—Terreno Realty Corp | $18.2B |
AQLTiShares Core MSCI EAFE | $17.3B |
ALLEAllegion Pub Ltd Co | $16.7B |
AVNTAvient Corporation Com | $16.4B |
NKENike Inc Cl B | $16.0B |
—D R Horton Inc | $15.6B |
MCXMcCormick & Co Inc Non Vtg | $15.3B |
SBUXStarbucks Corp | $15.1B |
ENSGEnsign Group Inc | $12.6B |
BDXBecton Dickinson & Co | $12.3B |
AMDAdvanced Micro Devices Inc | $12.3B |
UTZUtz Brands Inc Cl A | $12.2B |
MTHMeritage Homes Corp | $12.1B |
—NetApp Inc | $11.4B |
FISVFiserv Inc | $11.3B |
NVSNovartis AG Sp ADR | $11.1B |
DOVDover Corp | $10.8B |
OTISOtis Worldwide Corp | $10.8B |
LMATLemaitre Vascular Inc | $10.2B |
CWCurtiss Wright Corp | $10.2B |
AJGGallagher Arthur J & Co | $9.8B |
ROPRoper Technologies Inc | $9.7B |
CHDChurch & Dwight Inc | $9.7B |
LOWLowes Cos Inc | $9.2B |
FFBCFirst Financial Bancorp OH | $9.2B |
RMEResMed Inc | $9.2B |
FSSFederal Signal Corp | $9.1B |
BRK-BBerkshire Hathaway Inc Cl A | $8.7B |
VEUVanguard All World ex-US | $8.7B |
DISDisney Walt Co Disney | $8.7B |
ATRAptarGroup Inc | $8.7B |
TSCOTractor Supply Co | $8.5B |
CHEChemed Corp | $8.5B |
MKTXMarketAxess Holdings Inc | $8.4B |
—Alphabet Inc Cap Stock Cl C | $8.4B |
TTEKTetra Tech Inc | $7.7B |
COSTCostco Wholesale Corp | $7.5B |
BCPCBalchem Corp | $7.4B |
VVisa Inc Cl A | $7.3B |
MSAMsa Safety Inc | $7.0B |
—Enpro Inc Com | $6.7B |
NVDANVIDIA Corp | $6.5B |
TPLTexas Pacific Land Corporation | $6.3B |
CPKChesapeake Utilities Corp | $6.2B |
KNSLKinsale Cap Group Inc | $5.8B |
BWXTBwx Technologies Inc | $5.8B |
4I1Philip Morris Intl Inc | $5.6B |
FITBFifth Third Bancorp | $5.6B |
WFCWells Fargo Co | $5.6B |
GWWGrainger W W Inc | $5.5B |
NSRGYNestle SA Sp ADR | $5.5B |
AMZNAmazon.com Inc | $5.4B |
ISRGIntuitive Surgical Inc | $5.2B |
ETEnergy Transfer LP | $5.0B |
LFUSLittelfuse Inc | $4.9B |
AAONAAON Inc | $4.7B |
JKHYHenry Jack & Assoc Inc | $4.6B |
NYTNew York Times Co Cl A | $4.5B |
MAMasterCard Incorporated Cl A | $4.4B |
MDTMedtronic PLC | $4.2B |
—Applied Industrial Technologie | $4.2B |
DUKDuke Energy Corp | $3.9B |
LINLinde PLC | $3.9B |
MPWRMonolithic Power Systems Inc | $3.8B |
KVUEKenvue Inc | $3.5B |
IBMIntl Business Machines | $3.3B |
COHRCoherent Corp Com | $3.3B |
DCIDonaldson Inc | $3.0B |
HPQHp Inc | $2.8B |
KRKroger Co | $2.8B |
OLEDUniversal Display Corp | $2.6B |
VLOValero Energy Corp | $2.5B |
HOMBHome Bancshares Inc | $2.5B |
HSYHershey Co | $2.5B |
CATCaterpillar Inc | $2.4B |
NSCNorfolk Southern Corp | $2.3B |
VIGIVanguard Intl Dvd ETF | $2.3B |
CCICrown Castle Inc | $2.3B |
MOAltria Group Inc | $2.3B |
IOSPInnospec Inc | $2.2B |