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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 Q2 2025 · Filed August 12, 2025 · Accession 0000872259-25-000008

Total Value
$19.76B
Positions
332
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (332)

#IssuerTicker / CUSIPSharesValue% of Filing
1Broadcom IncAVGO4,030,369$1.11B5.62%
2Microsoft CorpMSFT1,695,323$843.3M4.27%
3AbbVie IncABBV4,122,570$765.2M3.87%
4Procter & Gamble Co7427181094,231,199$674.1M3.41%
5Eli Lilly & CoLLY831,489$648.2M3.28%
6JPMorgan Chase & CoVYLD2,069,375$599.9M3.04%
7Williams Cos Inc9694571008,518,814$535.1M2.71%
8Home Depot IncHD1,249,165$458.0M2.32%
9Marsh & McLennan Cos Inc5717481021,933,318$422.7M2.14%
10Mondelez Intl Inc Cl A6092071056,060,915$408.7M2.07%
11Nextera Energy IncNEE-PW5,665,303$393.3M1.99%
12Johnson & JohnsonJNJ2,526,930$386.0M1.95%
13Texas Instruments Inc8825081041,606,143$333.5M1.69%
14Eaton Corp PLCETN912,768$325.8M1.65%
15Chevron CorpCVX2,239,988$320.7M1.62%
16McDonalds CorpMCD1,077,753$314.9M1.59%
17Travelers Companies IncTRV1,165,917$311.9M1.58%
18Hartford Financial Services GrHIG-PG2,336,324$296.4M1.50%
19Automatic Data Processing IncADP938,690$289.5M1.46%
20Broadridge Financial SolutionsBR1,190,777$289.4M1.46%
21PNC Financial Services Group I6934751051,490,029$277.8M1.41%
22SempraSREA3,614,830$273.9M1.39%
23Air Prods & Chems IncAIIR932,128$262.9M1.33%
24Paychex IncPAYX1,804,182$262.4M1.33%
25Lockheed Martin CorpLMT534,130$247.4M1.25%
26UnitedHealth Group IncUNH680,777$212.4M1.07%
27Merck & Co IncMRK2,435,932$192.8M0.98%
28PepsiCo IncPEP1,445,890$190.9M0.97%
29Cintas CorpCTAS784,607$174.9M0.88%
30Cincinnati Financial Corp1720621011,170,415$174.3M0.88%
31Accenture PLC Ireland Class AACN581,902$173.9M0.88%
32CME Group Inc Cl ACME619,473$170.7M0.86%
33Targa Resources CorpTRGP979,794$170.6M0.86%
34Cisco Systems IncCSCO2,411,327$167.3M0.85%
35Illinois Tool Works Inc452308109667,602$165.1M0.84%
36TJX Cos Inc8725401091,332,784$164.6M0.83%
37Motorola Solutions IncMSI390,119$164.0M0.83%
38Exxon Mobil CorpXOM1,435,215$154.7M0.78%
39Apple IncAAPL744,773$152.8M0.77%
40Keurig Dr Pepper IncKDP4,224,469$139.7M0.71%
41PPL CorpPPLC4,093,334$138.7M0.70%
42Kinder Morgan IncEP-PC4,706,989$138.4M0.70%
43Abbott LaboratoriesABLZF969,054$131.8M0.67%
44Corning IncGLW2,474,719$130.1M0.66%
45Rtx Corporation ComRTX868,966$126.9M0.64%
46Taiwan Semiconductor Mfg Ltd S874039100554,077$125.5M0.64%
47Evercore Inc Class A29977a105464,592$125.4M0.63%
48Watsco IncWSO-B278,036$122.8M0.62%
49Coca-Cola CoKO1,714,561$121.3M0.61%
50US Bancorp DelUSB-PS2,607,249$118.0M0.60%
51Snap On IncSNA376,351$117.1M0.59%
52TE Connectivity Ltd RegTEL680,548$114.8M0.58%
53Stryker CorpSYK285,287$112.9M0.57%
54Hubbell IncHUBB263,287$107.5M0.54%
55Victory Cap Holdings Inc Cl A92645b1031,644,884$104.7M0.53%
56Realty Income CorpO1,803,237$103.9M0.53%
57Waste Management IncWM447,762$102.5M0.52%
58Phillips 66PSX854,543$101.9M0.52%
59Reinsurance Group America Inc759351604509,770$101.1M0.51%
60Vici Properties Inc9256521093,053,176$99.5M0.50%
61Wec Energy Group IncWEC926,224$96.5M0.49%
62Dell Technologies Inc Cl CDELL744,173$91.2M0.46%
63Meta Platforms Inc Cl AMETA120,313$88.8M0.45%
64ProLogis IncPLDGP835,205$87.8M0.44%
65Apollo Global Mgmt Inc Cl AAPOS615,248$87.3M0.44%
66Oneok IncOKE1,023,642$83.6M0.42%
67Fastenal CoFAST1,982,521$83.3M0.42%
68Booz Allen Hamilton Holding CoBAH781,491$81.4M0.41%
69Amgen IncAMGN288,918$80.7M0.41%
70Qualcomm IncQCOM460,452$73.3M0.37%
71General Dynamics CorpGD250,133$73.0M0.37%
72Avery Dennison CorpAVY414,656$72.8M0.37%
73Analog Devices IncADI298,223$71.0M0.36%
74Carlisle Cos Inc142339100187,015$69.8M0.35%
75American Financial Group Inc O025932104519,348$65.5M0.33%
76Dt Midstream Inc Common StockDTM554,318$60.9M0.31%
77Union Pacific CorpUNP264,151$60.8M0.31%
78Alphabet Inc Cap Stock Cl AGOOG344,560$60.7M0.31%
79BlackRock IncBLK57,467$60.3M0.31%
80Bank America Corp0605051041,239,689$58.7M0.30%
81NiSource IncNI1,443,705$58.2M0.29%
82CBOE Global Mkts IncCBOE241,140$56.2M0.28%
83Gildan Activewear IncGIL1,117,632$55.0M0.28%
84Packaging Corp America695156109288,258$54.3M0.27%
85Interparfums IncINTR406,497$53.4M0.27%
86Perrigo Co PLCPRGO1,979,301$52.9M0.27%
87Oracle CorpORCL-PD233,541$51.1M0.26%
88Quest Diagnostics IncDGX281,039$50.5M0.26%
89Northrop Grumman CorpNOC100,665$50.3M0.25%
90CMS Energy CorpCMS-PC724,816$50.2M0.25%
91AvalonBay Communities IncAWX245,420$49.9M0.25%
92Atmos Energy CorpATO323,257$49.8M0.25%
93Amdocs LtdDOX542,545$49.5M0.25%
94Kkr & Co Inc Cl AKKRT362,019$48.2M0.24%
95Kla Corporation Com NewKLAC53,534$48.0M0.24%
96RPM Intl Inc749685103411,114$45.2M0.23%
97Wal-Mart IncWMT461,054$45.1M0.23%
98Agree Realty Corp008492100596,408$43.6M0.22%
99Texas Roadhouse IncTXRH230,772$43.2M0.22%
100L3Harris Technologies IncLHX160,214$40.2M0.20%
101CDW CorpCDW216,878$38.7M0.20%
102Alliant Energy CorpLNT601,302$36.4M0.18%
103Encompass Health CorpEHC288,226$35.3M0.18%
104Ecolab IncECL129,169$34.8M0.18%
105Blackstone Inc ComBX225,945$33.8M0.17%
106Marzetti Company ComMZTI195,230$33.7M0.17%
107Parker Hannifin CorpPH47,006$32.8M0.17%
108Zoetis Inc Cl AZTS206,811$32.3M0.16%
109Western Digital CorpWDC491,131$31.4M0.16%
110Avnet IncAVT585,152$31.1M0.16%
111Equity Lifestyle Properties InELS501,534$30.9M0.16%
112Honeywell Intl Inc438516106132,518$30.9M0.16%
113Carrier Global Corporation ComCARR419,733$30.7M0.16%
114US Physical Therapy IncUSPH321,634$25.2M0.13%
115Ryder Systems IncR145,700$23.2M0.12%
116Berkshire Hathaway Inc Cl BBRK-A47,031$22.8M0.12%
117Penske Automotive Group IncPAG127,776$22.0M0.11%
118Emerson Electric CoEMR152,951$20.4M0.10%
119Plains Group Hlgs LP APAGP1,046,498$20.3M0.10%
120Enbridge IncENNPF436,905$19.8M0.10%
121Terreno Realty CorpTRNO325,356$18.2M0.09%
122iShares Core MSCI EAFE46432f842207,657$17.3M0.09%
123Allegion Pub Ltd CoALLE115,775$16.7M0.08%
124Avient Corporation ComAVNT507,300$16.4M0.08%
125Nike Inc Cl BNKE225,736$16.0M0.08%
126D R Horton Inc23331a109121,374$15.6M0.08%
127McCormick & Co Inc Non VtgMKC-V201,675$15.3M0.08%
128Starbucks CorpSBUX164,567$15.1M0.08%
129Ensign Group IncENSG81,426$12.6M0.06%
130Becton Dickinson & CoBDX71,381$12.3M0.06%
131Advanced Micro Devices IncAMD86,569$12.3M0.06%
132Utz Brands Inc Cl AUTZ972,867$12.2M0.06%
133Meritage Homes CorpMTH181,418$12.1M0.06%
134NetApp IncNTAP106,666$11.4M0.06%
135Fiserv IncFISV65,373$11.3M0.06%
136Novartis AG Sp ADRNVSEF91,639$11.1M0.06%
137Dover CorpDOV59,119$10.8M0.05%
138Otis Worldwide CorpOTIS108,727$10.8M0.05%
139Lemaitre Vascular IncLMAT122,915$10.2M0.05%
140Curtiss Wright CorpCW20,843$10.2M0.05%
141Gallagher Arthur J & Co36357610930,475$9.8M0.05%
142Roper Technologies IncROP17,193$9.7M0.05%
143Church & Dwight IncCHD100,488$9.7M0.05%
144Lowes Cos Inc54866110741,643$9.2M0.05%
145First Financial Bancorp OH320209109378,913$9.2M0.05%
146ResMed IncRSMDF35,565$9.2M0.05%
147Federal Signal CorpFSS85,232$9.1M0.05%
148Berkshire Hathaway Inc Cl ABRK-A12$8.7M0.04%
149Vanguard All World ex-US922042775129,805$8.7M0.04%
150Disney Walt Co Disney25468710670,121$8.7M0.04%
151AptarGroup IncATR55,553$8.7M0.04%
152Tractor Supply CoTSCO161,398$8.5M0.04%
153Chemed CorpCHE17,369$8.5M0.04%
154MarketAxess Holdings IncMKTX37,707$8.4M0.04%
155Alphabet Inc Cap Stock Cl CGOOG47,199$8.4M0.04%
156Tetra Tech IncTTEK215,018$7.7M0.04%
157Costco Wholesale CorpCOST7,593$7.5M0.04%
158Balchem CorpBCPC46,309$7.4M0.04%
159Visa Inc Cl AV20,584$7.3M0.04%
160Msa Safety IncMNESP41,933$7.0M0.04%
161Enpro Inc ComNPO35,092$6.7M0.03%
162NVIDIA CorpNVDA40,937$6.5M0.03%
163Texas Pacific Land CorporationTPL6,000$6.3M0.03%
164Chesapeake Utilities Corp16530310851,511$6.2M0.03%
165Kinsale Cap Group Inc49714p10812,062$5.8M0.03%
166Bwx Technologies IncBWXT39,930$5.8M0.03%
167Philip Morris Intl Inc71817210930,915$5.6M0.03%
168Fifth Third BancorpFITBM136,803$5.6M0.03%
169Wells Fargo Co94974610169,531$5.6M0.03%
170Grainger W W Inc3848021045,283$5.5M0.03%
171Nestle SA Sp ADR64106940655,120$5.5M0.03%
172Amazon.com IncAMZN24,432$5.4M0.03%
173Intuitive Surgical IncISRG9,571$5.2M0.03%
174Energy Transfer LPET-PI277,929$5.0M0.03%
175Littelfuse IncLFUS21,501$4.9M0.02%
176AAON IncAAON63,590$4.7M0.02%
177Henry Jack & Assoc Inc42628110125,470$4.6M0.02%
178New York Times Co Cl ANYT80,185$4.5M0.02%
179MasterCard Incorporated Cl AMA7,833$4.4M0.02%
180Medtronic PLCMDT48,009$4.2M0.02%
181Applied Industrial TechnologieAIT17,865$4.2M0.02%
182Duke Energy CorpDUKB33,197$3.9M0.02%
183Linde PLCLIN8,259$3.9M0.02%
184Monolithic Power Systems Inc6098391055,157$3.8M0.02%
185Kenvue IncKVUE167,710$3.5M0.02%
186Intl Business MachinesINTR11,351$3.3M0.02%
187Coherent Corp ComCOHR37,260$3.3M0.02%
188Donaldson IncDCI43,118$3.0M0.02%
189Hp IncHPQ115,667$2.8M0.01%
190Kroger CoKR39,110$2.8M0.01%
191Universal Display CorpOLED16,545$2.6M0.01%
192Valero Energy CorpVLO18,835$2.5M0.01%
193Home Bancshares IncHOMB88,777$2.5M0.01%
194Hershey CoHSY15,062$2.5M0.01%
195Caterpillar IncCAT6,167$2.4M0.01%
196Norfolk Southern Corp6558441089,148$2.3M0.01%
197Vanguard Intl Dvd ETF92194681025,724$2.3M0.01%
198Crown Castle IncCCI22,290$2.3M0.01%
199Altria Group IncMO38,449$2.3M0.01%
200Innospec IncIOSP26,575$2.2M0.01%
201MPLX LPMPLXP42,475$2.2M0.01%
202Vanguard FTSE Dev Mkt ETF92194385836,776$2.1M0.01%
203Goldman Sachs Group IncGSCE2,918$2.1M0.01%
204Bristol-Myers Squibb CoCELG-RI44,138$2.0M0.01%
205UFP INDUSTRIES INC COMUFPI20,556$2.0M0.01%
206Kimberly Clark CorpKMB15,574$2.0M0.01%
207Intel CorpINTC88,651$2.0M0.01%
208Shell PLC Spon ADSRYDAF28,050$2.0M0.01%
2093M CoMMM11,991$1.8M0.01%
210Southern CoSOMN19,312$1.8M0.01%
211Deere & CoDE3,332$1.7M0.01%
212Power Integrations IncPOWI29,972$1.7M0.01%
213Vanguard FTSE Emerg Mkt ETF92204285832,124$1.6M0.01%
214Colgate Palmolive CoCL17,369$1.6M0.01%
215Steris PLC SHS USDSTE6,219$1.5M0.01%
216Installed Building Prods IncIBP8,211$1.5M0.01%
217Teleflex IncTFX11,731$1.4M0.01%
218General Electric Co3696043015,316$1.4M0.01%
219CSX CorpCSX41,787$1.4M0.01%
220Genuine Parts CoGPC11,138$1.4M0.01%
221Regions Financial CorpRF-PF56,722$1.3M0.01%
222iShares Core MSCI Emerg Mkt46434g10322,018$1.3M0.01%
223Insperity IncNSP21,763$1.3M0.01%
224Moodys CorpMCO2,516$1.3M0.01%
225Microchip Technology IncMCHPP17,920$1.3M0.01%
226Old Dominion Freight Lines IncODFL7,627$1.2M0.01%
227Clorox CoCLX10,284$1.2M0.01%
228Verizon Communications IncVZ27,390$1.2M0.01%
229Heico CorpHEI-A3,568$1.2M0.01%
230iShares MSCI EAFE ETF46428746512,749$1.1M0.01%
231Agilent Technologies IncA9,438$1.1M0.01%
232EOG Resources IncEOG8,973$1.1M0.01%
233American Express CoAXP3,291$1.0M0.01%
234CVS Health CorpCVS14,951$1.0M0.01%
235Smucker J M Co83269640510,344$1.0M0.01%
236Winmark CorpWINA2,589$977,6320.00%
237Target CorpTGT9,755$962,3340.00%
238Comcast Corp Cl ACCZ26,841$957,9550.00%
239Marathon Petroleum CorpMPC5,647$938,0230.00%
240Diageo PLC Sp ADRDGEAF9,284$936,1990.00%
241Nordson CorpNDSN4,304$922,6480.00%
242Truist Financial CorpTFC-PR21,272$914,4830.00%
243W P Carey Inc92936u10914,182$884,6730.00%
244Morgan StanleyMS-PQ6,252$880,6570.00%
245Stag Industrial Inc85254j10224,200$877,9760.00%
246Netflix IncNFLX635$850,3480.00%
247Sherwin Williams CoSHW2,469$847,7560.00%
248Delta Air Lines IncDAL17,230$847,3710.00%
249Kimbell Royalty Partners LPKRP60,500$844,5860.00%
250Cardinal Health IncCAH4,855$815,6400.00%
251Esquire Financial Holdings IncESQ8,600$814,0760.00%
252General Mills Inc37033410415,623$809,4280.00%
253Black Stone Minerals LPBSMLP61,500$804,4200.00%
254American Tower CorpAMT3,595$794,5670.00%
255Pfizer IncPFE32,104$778,1910.00%
256Block Inc Cl ABSQKZ11,400$774,4020.00%
257Encora Inc ComCOR2,544$762,8180.00%
258Thermo Fisher Scientific IncTMO1,845$748,0740.00%
259Sap SE Sp ADRSAPGF2,431$739,2670.00%
260Paypal Holdings IncPYPL9,925$737,6260.00%
261AT&T IncT-PC23,539$681,2190.00%
262First Horizon Natl CorpFHN-PH31,577$669,4320.00%
263Schwab Charles CorpSCHW-PJ7,239$660,4860.00%
264ServiceNow IncNOW637$654,8870.00%
265One Gas IncOGS8,848$635,8170.00%
266United Bancorp Inc OhioUBCP43,050$624,2250.00%
267Sysco CorpSYY8,234$623,6430.00%
268Black Hills CorpBKH10,905$611,7710.00%
269Alcon IncALC6,785$598,9800.00%
270Zimmer Biomet Holdings IncZBH6,485$591,4970.00%
271Canadian Pacific Kansas City CCP7,414$587,7080.00%
272IDACORP IncIDA5,000$577,2500.00%
273CSG Systems Intl Inc1263491098,792$574,2060.00%
274IntuitINTU711$560,0050.00%
275GE Vernova IncGEV1,058$559,8410.00%
276Eversource EnergyES8,780$558,5840.00%
277Lam Research CorpLRCX5,602$545,2990.00%
278C H Robinson Worldwide IncCHRW5,670$544,0370.00%
279Simpson Manufacturing Co Inc8290731053,383$525,4140.00%
280Pool CorporationPOOL1,795$523,2070.00%
281Danaher Corp2358511022,627$518,9380.00%
282McKesson CorpMCK707$518,0750.00%
283Northern Trust CorpNTRSO3,995$506,5260.00%
284Huntington Bancshares IncHBANP29,450$493,5820.00%
285West Pharmaceutical Svsc Inc9553061052,125$464,9500.00%
286Check Point Software Tech LtdCHKP2,100$464,6250.00%
287Vanguard FTSE Small Cap ETF9220427183,405$457,5980.00%
288Enterprise Products Partners L29379210714,751$457,4240.00%
289Brown Forman Corp Cl BBF-B16,695$449,2620.00%
290Synovus Financial Corp87161c5018,622$446,1890.00%
291Vanguard Total Intl Stock F9219097686,323$436,8560.00%
292Boston Scientific CorpBSX4,064$436,5140.00%
293SPDR Portfolio Emg MK78463x50910,160$434,2380.00%
294Bank New York Mellon Corp0640581004,727$430,6770.00%
295OGE Energy CorpOGE9,500$421,6100.00%
296The Cigna Group Com1255231001,248$412,5640.00%
297Edwards Lifesciences CorpEW5,098$398,7150.00%
298Canadian Natural Resources Ltd13638510112,138$381,1330.00%
299Conagra Brands IncCAG17,897$366,3520.00%
300Citigroup IncC-PR4,203$357,7590.00%
301Royal Gold IncRGLD2,000$355,6800.00%
302Palo Alto Networks IncPANW1,612$329,8800.00%
303Hillenbrand Inc43157110816,280$326,7400.00%
304Fidelity Natl Information Serv31620m1063,962$322,5460.00%
305Nutrien LtdNTR5,384$313,5640.00%
306British Amern Tob Plc Sponsore1104481076,458$305,6390.00%
307ConocoPhillipsCOP3,401$305,2060.00%
308Brookfield Infrast Partners LPg162521018,837$296,0400.00%
309Genpact LimitedG6,625$291,5660.00%
310Paramount Resources Ltd Cl A69932020618,206$289,0750.00%
311American Electric Power Inc0255371012,759$286,2740.00%
312Graham Holdings CoGHM300$283,8510.00%
313PPG Industries Inc6935061072,330$265,0380.00%
314IDEX Corp45167r1041,509$264,9350.00%
315Ameriprise Financial IncAMP487$259,9270.00%
316Corteva IncCTVA3,215$239,6140.00%
317Gilead Sciences IncGILD2,154$238,8140.00%
318Yum Brands IncYUM1,575$233,3840.00%
319Applied Materials Inc0382221051,223$223,8950.00%
320iShares MSCI KLD 400 Social4642885701,886$219,0780.00%
321LCNB CorpLCNB14,907$216,5990.00%
322Tesla IncTSLA679$215,6910.00%
323Hormel Foods CorpHRL7,000$211,7500.00%
324Elevance Health IncELV517$201,0920.00%
325Gladstone Ld Corp37654910116,475$167,5510.00%
326Ellington Financial IncEFC-PD12,500$162,3750.00%
327SoftBank Corp Stockj7596313220,746$32,1560.00%
328Nippon Telegraph & Telephone Cj5939610120,432$23,6190.00%
329Agilon Health IncAGL10,000$23,0000.00%
330Plug Power IncPLUG10,000$14,9000.00%
331Ilustrato Pictures Intl Inc452372105160,734$1770.00%
332Alternet Systems Inc02146m201110,990$1330.00%