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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BAHL & GAYNOR INC

Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0000872259-25-000005

Total Value
$19.62B
Positions
337
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (337)

#IssuerTicker / CUSIPSharesValue% of Filing
1Procter & Gamble Co7427181094,277,991$729.1M3.72%
2Broadcom IncAVGO4,339,117$726.5M3.70%
3Eli Lilly & CoLLY844,400$697.4M3.55%
4AbbVie IncABBV3,298,466$691.1M3.52%
5Williams Cos Inc96945710011,287,921$674.6M3.44%
6Microsoft CorpMSFT1,604,730$602.4M3.07%
7JPMorgan Chase & CoVYLD2,088,378$512.3M2.61%
8Marsh & McLennan Cos Inc5717481021,960,496$478.4M2.44%
9Home Depot IncHD1,265,292$463.7M2.36%
10Travelers Companies IncTRV1,679,275$444.1M2.26%
11Mondelez Intl Inc Cl A6092071056,147,235$417.1M2.13%
12Nextera Energy IncNEE-PW5,753,427$407.9M2.08%
13Texas Instruments Inc8825081042,207,124$396.6M2.02%
14Chevron CorpCVX2,271,537$380.0M1.94%
15Johnson & JohnsonJNJ2,188,091$362.9M1.85%
16PepsiCo IncPEP2,317,774$347.5M1.77%
17McDonalds CorpMCD1,097,866$342.9M1.75%
18Merck & Co IncMRK3,740,595$335.8M1.71%
19Air Prods & Chems IncAIIR1,123,892$331.5M1.69%
20Eaton Corp PLCETN1,204,589$327.4M1.67%
21Automatic Data Processing IncADP957,031$292.4M1.49%
22SempraSREA4,001,946$285.6M1.46%
23Broadridge Financial SolutionsBR1,168,351$283.3M1.44%
24PNC Financial Services Group I6934751051,591,813$279.8M1.43%
25Paychex IncPAYX1,755,442$270.8M1.38%
26Hartford Financial Services GrHIG-PG2,141,537$265.0M1.35%
27Lockheed Martin CorpLMT542,420$242.3M1.23%
28Targa Resources CorpTRGP932,440$186.9M0.95%
29Phillips 66PSX1,468,353$181.3M0.92%
30Cincinnati Financial Corp1720621011,169,676$172.8M0.88%
31Motorola Solutions IncMSI388,866$170.2M0.87%
32Cintas CorpCTAS827,215$170.0M0.87%
33Apple IncAAPL759,601$168.7M0.86%
34Illinois Tool Works Inc452308109678,156$168.2M0.86%
35CME Group Inc Cl ACME630,540$167.3M0.85%
36TJX Cos Inc8725401091,325,389$161.4M0.82%
37Watsco IncWSO-B290,327$147.6M0.75%
38Keurig Dr Pepper IncKDP4,252,806$145.5M0.74%
39UnitedHealth Group IncUNH277,048$145.1M0.74%
40Wec Energy Group IncWEC1,319,511$143.8M0.73%
41PPL CorpPPLC3,972,797$143.5M0.73%
42Exxon Mobil CorpXOM1,181,994$140.6M0.72%
43Realty Income CorpO2,409,181$139.8M0.71%
44Kinder Morgan IncEP-PC4,708,438$134.3M0.68%
45Cisco Systems IncCSCO2,134,787$131.7M0.67%
46Accenture PLC Ireland Class AACN415,214$129.6M0.66%
47Abbott LaboratoriesABLZF966,888$128.3M0.65%
48ProLogis IncPLDGP1,104,949$123.5M0.63%
49Qualcomm IncQCOM789,299$121.2M0.62%
50Waste Management IncWM514,791$119.2M0.61%
51Dell Technologies Inc Cl CDELL1,294,523$118.0M0.60%
52Corning IncGLW2,552,062$116.8M0.60%
53Coca-Cola CoKO1,609,189$115.3M0.59%
54Snap On IncSNA340,746$114.8M0.59%
55US Bancorp DelUSB-PS2,689,565$113.6M0.58%
56Stryker CorpSYK288,316$107.3M0.55%
57Victory Cap Holdings Inc Cl A92645b1031,825,998$105.7M0.54%
58Rtx Corporation ComRTX782,551$103.7M0.53%
59Oneok IncOKE1,042,492$103.4M0.53%
60Vici Properties Inc9256521093,056,435$99.7M0.51%
61Amgen IncAMGN293,395$91.4M0.47%
62Evercore Inc Class A29977a105447,536$89.4M0.46%
63Taiwan Semiconductor Mfg Ltd S874039100536,913$89.1M0.45%
64Booz Allen Hamilton Holding CoBAH835,176$87.3M0.45%
65Union Pacific CorpUNP368,615$87.1M0.44%
66American Financial Group Inc O025932104645,466$84.8M0.43%
67Apollo Global Mgmt Inc Cl AAPOS596,988$81.8M0.42%
68Fastenal CoFAST992,436$77.0M0.39%
69Hp IncHPQ2,658,753$73.6M0.38%
70Avery Dennison CorpAVY397,143$70.7M0.36%
71Hubbell IncHUBB208,098$68.9M0.35%
72General Dynamics CorpGD252,180$68.7M0.35%
73Meta Platforms Inc Cl AMETA116,494$67.1M0.34%
74Carlisle Cos Inc142339100188,804$64.3M0.33%
75Analog Devices IncADI301,788$60.9M0.31%
76Perrigo Co PLCPRGO2,146,352$60.2M0.31%
77NiSource IncNI1,474,098$59.1M0.30%
78Reinsurance Group America Inc759351604281,232$55.4M0.28%
79BlackRock IncBLK58,391$55.3M0.28%
80Northrop Grumman CorpNOC106,990$54.8M0.28%
81Amdocs LtdDOX592,097$54.2M0.28%
82Bank America Corp0605051041,284,784$53.6M0.27%
83Quest Diagnostics IncDGX314,857$53.3M0.27%
84CBOE Global Mkts IncCBOE231,768$52.4M0.27%
85Packaging Corp America695156109263,950$52.3M0.27%
86CMS Energy CorpCMS-PC661,936$49.7M0.25%
87Atmos Energy CorpATO305,882$47.3M0.24%
88RPM Intl Inc749685103393,973$45.6M0.23%
89Gildan Activewear IncGIL1,008,804$44.6M0.23%
90Interparfums IncINTR374,647$42.7M0.22%
91Agree Realty Corp008492100549,225$42.4M0.22%
92Texas Roadhouse IncTXRH250,855$41.8M0.21%
93Kkr & Co Inc Cl AKKRT356,542$41.2M0.21%
94Dt Midstream Inc Common StockDTM422,719$40.8M0.21%
95Zoetis Inc Cl AZTS246,454$40.6M0.21%
96CDW CorpCDW234,553$37.6M0.19%
97Kla Corporation Com NewKLAC54,447$37.0M0.19%
98Oracle CorpORCL-PD253,948$35.5M0.18%
99Alphabet Inc Cap Stock Cl AGOOG225,901$34.9M0.18%
100Ecolab IncECL134,669$34.1M0.17%
101L3Harris Technologies IncLHX158,549$33.2M0.17%
102Lancaster Colony CorpMZTI181,084$31.7M0.16%
103Blackstone Inc ComBX225,902$31.6M0.16%
104Alliant Energy CorpLNT474,101$30.5M0.16%
105Honeywell Intl Inc438516106139,185$29.5M0.15%
106Terreno Realty CorpTRNO438,897$27.7M0.14%
107Avnet IncAVT541,323$26.0M0.13%
108Encompass Health CorpEHC251,065$25.4M0.13%
109Parker Hannifin CorpPH41,526$25.2M0.13%
110Berkshire Hathaway Inc Cl BBRK-A47,174$25.1M0.13%
111US Physical Therapy IncUSPH345,003$25.0M0.13%
112Starbucks CorpSBUX219,022$21.5M0.11%
113Wal-Mart IncWMT239,162$21.0M0.11%
114Plains Group Hlgs LP APAGP954,411$20.4M0.10%
115Enbridge IncENNPF438,351$19.4M0.10%
116Avient Corporation ComAVNT508,247$18.9M0.10%
117Emerson Electric CoEMR165,334$18.1M0.09%
118Becton Dickinson & CoBDX78,018$17.9M0.09%
119McCormick & Co Inc Non VtgMKC-V213,005$17.5M0.09%
120Equity Lifestyle Properties InELS237,424$15.8M0.08%
121iShares Core MSCI EAFE46432f842208,973$15.8M0.08%
122D R Horton Inc23331a109122,930$15.6M0.08%
123Nike Inc Cl BNKE245,308$15.6M0.08%
124Fiserv IncFISV65,902$14.6M0.07%
125Insperity IncNSP157,301$14.0M0.07%
126Home Bancshares IncHOMB496,359$14.0M0.07%
127Penske Automotive Group IncPAG96,313$13.9M0.07%
128United Parcel Service Inc Cl BUPS125,943$13.9M0.07%
129Utz Brands Inc Cl AUTZ914,325$12.9M0.07%
130Otis Worldwide CorpOTIS124,372$12.8M0.07%
131Meritage Homes CorpMTH169,437$12.0M0.06%
132Church & Dwight IncCHD108,453$11.9M0.06%
133Gallagher Arthur J & Co36357610930,475$10.5M0.05%
134Chemed CorpCHE17,032$10.5M0.05%
135Roper Technologies IncROP17,713$10.4M0.05%
136Novartis AG Sp ADRNVSEF93,554$10.4M0.05%
137Dover CorpDOV59,269$10.4M0.05%
138Ensign Group IncENSG79,082$10.2M0.05%
139Lemaitre Vascular IncLMAT121,946$10.2M0.05%
140Lowes Cos Inc54866110742,562$9.9M0.05%
141Tractor Supply CoTSCO177,636$9.8M0.05%
142Berkshire Hathaway Inc Cl ABRK-A12$9.6M0.05%
143First Financial Bancorp OH320209109361,364$9.0M0.05%
144NetApp IncNTAP101,538$8.9M0.05%
145Advanced Micro Devices IncAMD86,444$8.9M0.05%
146MarketAxess Holdings IncMKTX40,149$8.7M0.04%
147ResMed IncRSMDF37,899$8.5M0.04%
148Ryder Systems IncR58,503$8.4M0.04%
149Alphabet Inc Cap Stock Cl CGOOG53,172$8.3M0.04%
150Texas Pacific Land CorporationTPL6,000$7.9M0.04%
151AptarGroup IncATR51,545$7.6M0.04%
152Balchem CorpBCPC45,762$7.6M0.04%
153Curtiss Wright CorpCW23,553$7.5M0.04%
154Allegion Pub Ltd CoALLE56,325$7.3M0.04%
155Visa Inc Cl AV20,862$7.3M0.04%
156Conagra Brands IncCAG269,982$7.2M0.04%
157Costco Wholesale CorpCOST7,610$7.2M0.04%
158Disney Walt Co Disney25468710671,042$7.0M0.04%
159Vanguard All World ex-US922042775111,584$6.8M0.03%
160Carrier Global Corporation ComCARR101,813$6.5M0.03%
161Tetra Tech IncTTEK210,526$6.2M0.03%
162Federal Signal CorpFSS82,663$6.1M0.03%
163Kinsale Cap Group Inc49714p10811,715$5.7M0.03%
164Chesapeake Utilities Corp16530310843,608$5.6M0.03%
165Nestle SA Sp ADR64106940655,269$5.6M0.03%
166Enpro Inc ComNPO34,093$5.5M0.03%
167Grainger W W Inc3848021045,338$5.3M0.03%
168Msa Safety IncMNESP35,764$5.2M0.03%
169Wells Fargo Co94974610172,293$5.2M0.03%
170Fifth Third BancorpFITBM129,183$5.1M0.03%
171Energy Transfer LPET-PI268,153$5.0M0.03%
172Philip Morris Intl Inc71817210930,872$4.9M0.02%
173Intuitive Surgical IncISRG9,808$4.9M0.02%
174AAON IncAAON61,682$4.8M0.02%
175NVIDIA CorpNVDA43,969$4.8M0.02%
176Henry Jack & Assoc Inc42628110125,587$4.7M0.02%
177Amazon.com IncAMZN24,471$4.7M0.02%
178Medtronic PLCMDT48,589$4.4M0.02%
179Kenvue IncKVUE179,729$4.3M0.02%
180MasterCard Incorporated Cl AMA7,749$4.2M0.02%
181Duke Energy CorpDUKB34,221$4.2M0.02%
182Linde PLCLIN8,231$3.8M0.02%
183Hershey CoHSY22,178$3.8M0.02%
184Bwx Technologies IncBWXT38,290$3.8M0.02%
185Crown Castle IncCCI34,175$3.6M0.02%
186Littelfuse IncLFUS15,573$3.1M0.02%
187Monolithic Power Systems Inc6098391055,157$3.0M0.02%
188Kroger CoKR44,053$3.0M0.02%
189Innospec IncIOSP30,943$2.9M0.01%
190Donaldson IncDCI43,378$2.9M0.01%
191Verizon Communications IncVZ63,282$2.9M0.01%
192Intel CorpINTC125,857$2.9M0.01%
193UFP INDUSTRIES INC COMUFPI26,229$2.8M0.01%
194Universal Display CorpOLED19,636$2.7M0.01%
195Valero Energy CorpVLO20,376$2.7M0.01%
196New York Times Co Cl ANYT54,239$2.7M0.01%
197Bristol-Myers Squibb CoCELG-RI44,053$2.7M0.01%
198Intl Business MachinesINTR10,580$2.6M0.01%
199Coherent Corp ComCOHR37,500$2.4M0.01%
200Shell PLC Spon ADSRYDAF32,050$2.3M0.01%
201Altria Group IncMO38,546$2.3M0.01%
202Applied Industrial TechnologieAIT10,000$2.3M0.01%
203MPLX LPMPLXP41,725$2.2M0.01%
204Power Integrations IncPOWI43,887$2.2M0.01%
205Norfolk Southern Corp6558441089,343$2.2M0.01%
206Kimberly Clark CorpKMB15,277$2.2M0.01%
207Winmark CorpWINA6,589$2.1M0.01%
208Teleflex IncTFX14,893$2.1M0.01%
209Vanguard Intl Dvd ETF92194681024,679$2.0M0.01%
210Caterpillar IncCAT5,778$1.9M0.01%
2113M CoMMM12,206$1.8M0.01%
212Colgate Palmolive CoCL18,819$1.8M0.01%
213Southern CoSOMN18,751$1.7M0.01%
214Deere & CoDE3,620$1.7M0.01%
215Goldman Sachs Group IncGSCE2,960$1.6M0.01%
216Vanguard FTSE Emerg Mkt ETF92204285835,515$1.6M0.01%
217Vanguard FTSE Dev Mkt ETF92194385830,896$1.6M0.01%
218Clorox CoCLX10,326$1.5M0.01%
219Regions Financial CorpRF-PF67,732$1.5M0.01%
220Steris PLC SHS USDSTE6,319$1.4M0.01%
221Stag Industrial Inc85254j10238,625$1.4M0.01%
222Old Dominion Freight Lines IncODFL8,147$1.3M0.01%
223Genuine Parts CoGPC11,298$1.3M0.01%
224LyondellBasell Industries NV ALYB18,938$1.3M0.01%
225Paypal Holdings IncPYPL19,743$1.3M0.01%
226Agilent Technologies IncA10,894$1.3M0.01%
227General Mills Inc37033410421,054$1.3M0.01%
228Comcast Corp Cl ACCZ33,790$1.2M0.01%
229CSX CorpCSX41,803$1.2M0.01%
230Truist Financial CorpTFC-PR28,933$1.2M0.01%
231Moodys CorpMCO2,516$1.2M0.01%
232Smucker J M Co8326964059,850$1.2M0.01%
233EOG Resources IncEOG9,056$1.2M0.01%
234General Electric Co3696043015,639$1.1M0.01%
235CVS Health CorpCVS16,451$1.1M0.01%
236American Tower CorpAMT5,008$1.1M0.01%
237First Industrial Realty TrustFR19,972$1.1M0.01%
238Pfizer IncPFE42,170$1.1M0.01%
239Target CorpTGT10,015$1.0M0.01%
240Genpact LimitedG20,715$1.0M0.01%
241Nordson CorpNDSN5,104$1.0M0.01%
242Diageo PLC Sp ADRDGEAF9,597$1.0M0.01%
243W P Carey Inc92936u10915,449$974,9860.00%
244Heico CorpHEI-A3,568$953,3340.00%
245iShares MSCI EAFE ETF46428746511,505$940,3040.00%
246Black Stone Minerals LPBSMLP61,500$939,1050.00%
247Fortive CorpFTV12,820$938,1680.00%
248Thermo Fisher Scientific IncTMO1,849$920,0620.00%
249Marathon Petroleum CorpMPC6,224$906,7750.00%
250Microchip Technology IncMCHPP18,201$881,1100.00%
251American Express CoAXP3,258$876,5650.00%
252Sherwin Williams CoSHW2,469$862,1500.00%
253iShares Core MSCI Emerg Mkt46434g10315,805$852,9960.00%
254NEWMONT CORPORATION COMNEMCL17,275$834,0370.00%
255Installed Building Prods IncIBP4,578$784,9440.00%
256Zimmer Biomet Holdings IncZBH6,546$740,8760.00%
257Kimbell Royalty Partners LPKRP52,360$733,0440.00%
258Delta Air Lines IncDAL16,800$732,4800.00%
259Encora Inc ComCOR2,566$713,5790.00%
260AllianceBernstein Holding LP01881g10618,600$712,5660.00%
261First Interstate Banc Sys Inc32055y20124,760$709,3740.00%
262Alcon IncALC7,411$703,5260.00%
263One Gas IncOGS8,923$674,4900.00%
264Morgan StanleyMS-PQ5,779$674,2360.00%
265Pool CorporationPOOL2,115$673,3100.00%
266Cardinal Health IncCAH4,855$668,8730.00%
267CSG Systems Intl Inc12634910910,800$653,0760.00%
268Esquire Financial Holdings IncESQ8,600$648,2680.00%
269Sap SE Sp ADRSAPGF2,350$630,8340.00%
270Sysco CorpSYY8,275$620,9560.00%
271Block Inc Cl ABSQKZ11,420$620,4490.00%
272Brown Forman Corp Cl BBF-B18,145$615,8410.00%
273First Horizon Natl CorpFHN-PH31,577$613,2250.00%
274Netflix IncNFLX654$609,8750.00%
275AT&T IncT-PC20,843$589,4400.00%
276Eversource EnergyES9,447$586,7530.00%
277C H Robinson Worldwide IncCHRW5,730$586,7520.00%
278United Bancorp Inc OhioUBCP43,050$577,7310.00%
279Constellation Brands Inc Cl ASTZ3,123$573,1330.00%
280Schwab Charles CorpSCHW-PJ7,242$566,9040.00%
281Simpson Manufacturing Co Inc8290731053,549$557,4770.00%
282Danaher Corp2358511022,610$535,0500.00%
283Canadian Pacific Kansas City CCP7,579$532,1220.00%
284West Pharmaceutical Svsc Inc9553061052,325$520,5210.00%
285ServiceNow IncNOW637$507,1410.00%
286IDEX Corp45167r1042,713$490,9720.00%
287Enterprise Products Partners L29379210714,351$489,9390.00%
288Huntington Bancshares IncHBANP32,420$486,6240.00%
289Check Point Software Tech LtdCHKP2,100$478,6320.00%
290McKesson CorpMCK707$475,8040.00%
291NXP Semiconductors NVNXPI2,377$451,7730.00%
292Hormel Foods CorpHRL14,571$450,8270.00%
293OGE Energy CorpOGE9,500$436,6200.00%
294IntuitINTU711$436,5470.00%
295The Cigna Group Com1255231001,248$410,5920.00%
296Boston Scientific CorpBSX4,064$409,9760.00%
297Vanguard FTSE Small Cap ETF9220427183,535$408,6460.00%
298Hillenbrand Inc43157110816,780$405,0690.00%
299Synovus Financial Corp87161c5018,622$402,9920.00%
300Lam Research CorpLRCX5,500$399,8500.00%
301Northern Trust CorpNTRSO3,995$394,1070.00%
302Vanguard Total Intl Stock F9219097686,323$392,6580.00%
303Bank New York Mellon Corp0640581004,673$391,9250.00%
304LKQ CorpLKQ9,000$382,8600.00%
305Canadian Natural Resources Ltd13638510112,186$375,3290.00%
306Edwards Lifesciences CorpEW5,098$369,5030.00%
307ConocoPhillipsCOP3,507$368,2830.00%
308Ferrari NVRACE853$364,9820.00%
309Simulations Plus IncSLP14,400$353,0880.00%
310SPDR Portfolio Emg MK78463x5098,650$340,5510.00%
311Royal Gold IncRGLD2,000$327,0200.00%
312Palo Alto Networks IncPANW1,912$326,2640.00%
313GE Vernova IncGEV990$302,2270.00%
314Brookfield Infrast Partners LPg162521019,941$296,1420.00%
315Fidelity Natl Information Serv31620m1063,962$295,8820.00%
316Graham Holdings CoGHM300$288,2580.00%
317American Electric Power Inc0255371012,612$285,4130.00%
318Citigroup IncC-PR3,990$283,2500.00%
319Sprott Physical Gold & Silver85208r1019,939$282,3670.00%
320O'Reilly Automotive IncORLY190$272,1900.00%
321Nutrien LtdNTR5,384$267,4230.00%
322Yum Brands IncYUM1,585$249,4160.00%
323Gilead Sciences IncGILD2,154$241,3560.00%
324PPG Industries Inc6935061072,185$238,9300.00%
325TE Connectivity Ltd RegTEL1,677$236,9940.00%
326Paramount Resources Ltd Cl A69932020618,206$235,9500.00%
327Ameriprise Financial IncAMP487$235,7620.00%
328Camden Property Trust1331311021,785$218,3060.00%
329World Kinect CorporationWKC7,273$206,2620.00%
330Bhp Billiton Ltd Sponsored AdsBHPLF4,175$202,6550.00%
331Corteva IncCTVA3,215$202,3200.00%
332Gladstone Ld Corp37654910116,475$173,3170.00%
333Ellington Financial IncEFC-PD12,500$165,7500.00%
334Agilon Health IncAGL10,000$43,3000.00%
335Plug Power IncPLUG10,000$13,5000.00%
336Ilustrato Pictures Intl Inc452372105160,734$1450.00%
337Alternet Systems Inc02146m201110,990$780.00%