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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 Q3 2025 · Filed November 12, 2025 · Accession 0000872259-25-000010

Total Value
$20.14B
Positions
326
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (326)

#IssuerTicker / CUSIPSharesValue% of Filing
1Broadcom IncAVGO3,371,689$1.11B5.52%
2Microsoft CorpMSFT1,683,686$872.1M4.33%
3AbbVie IncABBV3,154,256$730.3M3.63%
4JPMorgan Chase & CoVYLD2,011,301$634.4M3.15%
5Procter & Gamble Co7427181094,103,354$630.5M3.13%
6Eli Lilly & CoLLY803,980$613.4M3.05%
7Williams Cos Inc9694571008,257,555$523.1M2.60%
8Johnson & JohnsonJNJ2,667,504$494.6M2.46%
9Home Depot IncHD1,214,639$492.2M2.44%
10Nextera Energy IncNEE-PW5,476,332$413.4M2.05%
11Marsh & McLennan Cos Inc5717481021,846,515$372.1M1.85%
12Mondelez Intl Inc Cl A6092071055,816,826$363.4M1.80%
13Chevron CorpCVX2,263,166$351.4M1.75%
14Eaton Corp PLCETN886,696$331.8M1.65%
15McDonalds CorpMCD1,041,188$316.4M1.57%
16SempraSREA3,499,794$314.9M1.56%
17Travelers Companies IncTRV1,112,951$310.8M1.54%
18Hartford Financial Services GrHIG-PG2,291,946$305.7M1.52%
19PNC Financial Services Group I6934751051,441,275$289.6M1.44%
20Broadridge Financial SolutionsBR1,185,303$282.3M1.40%
21Automatic Data Processing IncADP905,130$265.7M1.32%
22Lockheed Martin CorpLMT518,798$259.0M1.29%
23Texas Instruments Inc8825081041,317,452$242.1M1.20%
24UnitedHealth Group IncUNH684,161$236.2M1.17%
25Taiwan Semiconductor Mfg Ltd S874039100819,918$229.0M1.14%
26Paychex IncPAYX1,746,330$221.4M1.10%
27Targa Resources CorpTRGP1,242,347$208.1M1.03%
28Cisco Systems IncCSCO2,952,995$202.0M1.00%
29Air Prods & Chems IncAIIR729,494$198.9M0.99%
30Cincinnati Financial Corp1720621011,207,736$190.9M0.95%
31PepsiCo IncPEP1,350,835$189.7M0.94%
32TJX Cos Inc8725401091,310,283$189.4M0.94%
33TE Connectivity Ltd RegTEL861,281$189.1M0.94%
34Apple IncAAPL702,586$178.9M0.89%
35Motorola Solutions IncMSI379,716$173.6M0.86%
36Corning IncGLW2,059,718$169.0M0.84%
37Accenture PLC Ireland Class AACN680,832$167.9M0.83%
38Illinois Tool Works Inc452308109634,255$165.4M0.82%
39CME Group Inc Cl ACME596,903$161.3M0.80%
40PPL CorpPPLC4,338,246$161.2M0.80%
41Cintas CorpCTAS764,186$156.9M0.78%
42Vici Properties Inc9256521094,724,487$154.1M0.77%
43Exxon Mobil CorpXOM1,355,913$152.9M0.76%
44Evercore Inc Class A29977a105444,022$149.8M0.74%
45General Dynamics CorpGD426,572$145.5M0.72%
46Rtx Corporation ComRTX838,365$140.3M0.70%
47Apollo Global Mgmt Inc Cl AAPOS996,727$132.8M0.66%
48Snap On IncSNA381,283$132.1M0.66%
49Kinder Morgan IncEP-PC4,540,250$128.5M0.64%
50US Bancorp DelUSB-PS2,577,657$124.6M0.62%
51Abbott LaboratoriesABLZF897,482$120.2M0.60%
52Coca-Cola CoKO1,760,861$116.8M0.58%
53Reinsurance Group America Inc759351604604,664$116.2M0.58%
54Hubbell IncHUBB268,398$115.5M0.57%
55Victory Cap Holdings Inc Cl A92645b1031,723,897$111.6M0.55%
56AvalonBay Communities IncAWX555,832$107.4M0.53%
57Watsco IncWSO-B258,285$104.4M0.52%
58Stryker CorpSYK279,006$103.1M0.51%
59Waste Management IncWM465,693$102.8M0.51%
60Wec Energy Group IncWEC878,339$100.6M0.50%
61Keurig Dr Pepper IncKDP3,675,271$93.8M0.47%
62Fastenal CoFAST1,910,842$93.7M0.47%
63Alphabet Inc Cap Stock Cl AGOOG380,918$92.6M0.46%
64Meta Platforms Inc Cl AMETA121,714$89.4M0.44%
65Merck & Co IncMRK1,029,841$86.4M0.43%
66Gildan Activewear IncGIL1,457,591$84.2M0.42%
67Phillips 66PSX585,652$79.7M0.40%
68Realty Income CorpO1,184,919$72.0M0.36%
69Analog Devices IncADI290,250$71.3M0.35%
70Oracle CorpORCL-PD248,625$69.9M0.35%
71American Financial Group Inc O025932104479,226$69.8M0.35%
72Dt Midstream Inc Common StockDTM568,445$64.3M0.32%
73Packaging Corp America695156109293,645$64.0M0.32%
74Bank America Corp0605051041,235,073$63.7M0.32%
75L3Harris Technologies IncLHX200,355$61.2M0.30%
76ProLogis IncPLDGP528,001$60.5M0.30%
77Oneok IncOKE817,707$59.7M0.30%
78Avery Dennison CorpAVY365,808$59.3M0.29%
79Northrop Grumman CorpNOC97,131$59.2M0.29%
80NiSource IncNI1,365,859$59.1M0.29%
81Carlisle Cos Inc142339100179,324$59.0M0.29%
82CBOE Global Mkts IncCBOE239,907$58.8M0.29%
83Booz Allen Hamilton Holding CoBAH586,646$58.6M0.29%
84BlackRock IncBLK49,631$57.9M0.29%
85Union Pacific CorpUNP243,286$57.5M0.29%
86Kla Corporation Com NewKLAC52,719$56.9M0.28%
87Atmos Energy CorpATO328,043$56.0M0.28%
88Amgen IncAMGN198,402$56.0M0.28%
89Western Digital CorpWDC462,850$55.6M0.28%
90Encompass Health CorpEHC421,811$53.6M0.27%
91CMS Energy CorpCMS-PC720,057$52.8M0.26%
92Philip Morris Intl Inc718172109303,537$49.2M0.24%
93RPM Intl Inc749685103415,014$48.9M0.24%
94Wal-Mart IncWMT470,200$48.5M0.24%
95Perrigo Co PLCPRGO2,087,075$46.5M0.23%
96Kkr & Co Inc Cl AKKRT354,749$46.1M0.23%
97Alliant Energy CorpLNT675,388$45.5M0.23%
98Dell Technologies Inc Cl CDELL319,336$45.3M0.22%
99Amdocs LtdDOX551,734$45.3M0.22%
100Agree Realty Corp008492100604,627$43.0M0.21%
101Quest Diagnostics IncDGX216,704$41.3M0.21%
102Interparfums IncINTR414,670$40.8M0.20%
103US Physical Therapy IncUSPH474,688$40.3M0.20%
104Carrier Global Corporation ComCARR663,297$39.6M0.20%
105Texas Roadhouse IncTXRH237,600$39.5M0.20%
106Blackstone Inc ComBX224,670$38.4M0.19%
107Qualcomm IncQCOM213,024$35.4M0.18%
108Parker Hannifin CorpPH46,065$34.9M0.17%
109Ecolab IncECL126,310$34.6M0.17%
110Marzetti Company ComMZTI199,385$34.5M0.17%
111CDW CorpCDW203,531$32.4M0.16%
112Equity Lifestyle Properties InELS514,840$31.3M0.16%
113Ryder Systems IncR149,987$28.3M0.14%
114Avnet IncAVT517,826$27.1M0.13%
115Honeywell Intl Inc438516106126,551$26.6M0.13%
116Penske Automotive Group IncPAG130,748$22.7M0.11%
117Berkshire Hathaway Inc Cl BBRK-A44,668$22.5M0.11%
118Enbridge IncENNPF436,385$22.0M0.11%
119Allegion Pub Ltd CoALLE118,882$21.1M0.10%
120D R Horton Inc23331a109120,006$20.3M0.10%
121Plains Group Hlgs LP APAGP1,084,739$19.8M0.10%
122Emerson Electric CoEMR148,013$19.4M0.10%
123Terreno Realty CorpTRNO322,303$18.3M0.09%
124Ferrari NVRACE37,165$18.0M0.09%
125iShares Core MSCI EAFE46432f842203,462$17.8M0.09%
126Nike Inc Cl BNKE214,537$15.0M0.07%
127Ensign Group IncENSG84,460$14.6M0.07%
128First Financial Bancorp OH320209109559,488$14.1M0.07%
129Meritage Homes CorpMTH186,377$13.5M0.07%
130Advanced Micro Devices IncAMD83,130$13.4M0.07%
131NetApp IncNTAP108,247$12.8M0.06%
132McCormick & Co Inc Non VtgMKC-V191,435$12.8M0.06%
133Utz Brands Inc Cl AUTZ1,045,832$12.7M0.06%
134Avient Corporation ComAVNT374,637$12.3M0.06%
135Becton Dickinson & CoBDX65,918$12.3M0.06%
136Starbucks CorpSBUX143,490$12.1M0.06%
137Alphabet Inc Cap Stock Cl CGOOG49,002$11.9M0.06%
138Novartis AG Sp ADRNVSEF87,431$11.2M0.06%
139Curtiss Wright CorpCW20,401$11.1M0.06%
140Lemaitre Vascular IncLMAT124,981$10.9M0.05%
141Federal Signal CorpFSS88,290$10.5M0.05%
142Lowes Cos Inc54866110740,950$10.3M0.05%
143ResMed IncRSMDF35,565$9.7M0.05%
144Tractor Supply CoTSCO166,594$9.5M0.05%
145Vanguard All World ex-US922042775131,570$9.4M0.05%
146Gallagher Arthur J & Co36357610930,160$9.3M0.05%
147Berkshire Hathaway Inc Cl ABRK-A12$9.1M0.04%
148Chemed CorpCHE20,042$9.0M0.04%
149Dover CorpDOV52,191$8.7M0.04%
150Roper Technologies IncROP16,977$8.5M0.04%
151Fiserv IncFISV64,554$8.3M0.04%
152NVIDIA CorpNVDA44,129$8.2M0.04%
153Enpro Inc ComNPO36,269$8.2M0.04%
154Oshkosh CorpOSK63,134$8.2M0.04%
155Church & Dwight IncCHD93,158$8.2M0.04%
156Otis Worldwide CorpOTIS86,854$7.9M0.04%
157Disney Walt Co Disney25468710668,096$7.8M0.04%
158AptarGroup IncATR58,114$7.8M0.04%
159Bwx Technologies IncBWXT41,657$7.7M0.04%
160Msa Safety IncMNESP43,584$7.5M0.04%
161Tetra Tech IncTTEK222,951$7.4M0.04%
162Fifth Third BancorpFITBM161,369$7.2M0.04%
163Chesapeake Utilities Corp16530310853,353$7.2M0.04%
164Balchem CorpBCPC46,835$7.0M0.03%
165Visa Inc Cl AV20,295$6.9M0.03%
166Costco Wholesale CorpCOST7,482$6.9M0.03%
167Littelfuse IncLFUS26,355$6.8M0.03%
168Applied Industrial TechnologieAIT25,035$6.5M0.03%
169MarketAxess Holdings IncMKTX36,471$6.4M0.03%
170Amazon.com IncAMZN28,172$6.2M0.03%
171Wells Fargo Co94974610169,920$5.9M0.03%
172Texas Pacific Land CorporationTPL6,000$5.6M0.03%
173New York Times Co Cl ANYT97,265$5.6M0.03%
174Kinsale Cap Group Inc49714p10812,500$5.3M0.03%
175AAON IncAAON56,836$5.3M0.03%
176Energy Transfer LPET-PI302,036$5.2M0.03%
177Grainger W W Inc3848021045,283$5.0M0.03%
178Nestle SA Sp ADR64106940652,437$4.8M0.02%
179Monolithic Power Systems Inc6098391055,157$4.7M0.02%
180MasterCard Incorporated Cl AMA7,866$4.5M0.02%
181Linde PLCLIN8,947$4.2M0.02%
182Intuitive Surgical IncISRG9,328$4.2M0.02%
183Duke Energy CorpDUKB32,827$4.1M0.02%
184Coherent Corp ComCOHR37,260$4.0M0.02%
185Medtronic PLCMDT41,605$4.0M0.02%
186Henry Jack & Assoc Inc42628110125,470$3.8M0.02%
187Donaldson IncDCI42,488$3.5M0.02%
188Valero Energy CorpVLO18,433$3.1M0.02%
189Intl Business MachinesINTR10,764$3.0M0.02%
190Kroger CoKR42,387$2.9M0.01%
191Intel CorpINTC84,392$2.8M0.01%
192Norfolk Southern Corp6558441089,086$2.7M0.01%
193Installed Building Prods IncIBP10,892$2.7M0.01%
194Altria Group IncMO38,404$2.5M0.01%
195Hershey CoHSY13,466$2.5M0.01%
196Universal Display CorpOLED17,217$2.5M0.01%
197Zoetis Inc Cl AZTS16,870$2.5M0.01%
198Goldman Sachs Group IncGSCE2,918$2.3M0.01%
199Vanguard Intl Dvd ETF92194681023,871$2.1M0.01%
200MPLX LPMPLXP42,475$2.1M0.01%
201Innospec IncIOSP27,306$2.1M0.01%
202Morgan StanleyMS-PQ12,700$2.0M0.01%
203Shell PLC Spon ADSRYDAF28,050$2.0M0.01%
204Caterpillar IncCAT4,190$2.0M0.01%
205Vanguard FTSE Dev Mkt ETF92194385832,915$2.0M0.01%
206Home Bancshares IncHOMB68,800$1.9M0.01%
207Deere & CoDE4,054$1.9M0.01%
2083M CoMMM11,921$1.8M0.01%
209Southern CoSOMN19,168$1.8M0.01%
210Bristol-Myers Squibb CoCELG-RI39,533$1.8M0.01%
211Kenvue IncKVUE108,824$1.8M0.01%
212General Electric Co3696043015,761$1.7M0.01%
213Kimberly Clark CorpKMB13,778$1.7M0.01%
214CSX CorpCSX48,186$1.7M0.01%
215Vanguard FTSE Emerg Mkt ETF92204285831,455$1.7M0.01%
216iShares Core MSCI Emerg Mkt46434g10325,437$1.7M0.01%
217Genuine Parts CoGPC11,128$1.5M0.01%
218UFP INDUSTRIES INC COMUFPI16,195$1.5M0.01%
219iShares MSCI EAFE ETF46428746514,726$1.4M0.01%
220Steris PLC SHS USDSTE5,516$1.4M0.01%
221Teleflex IncTFX10,934$1.3M0.01%
222Crown Castle IncCCI13,679$1.3M0.01%
223Colgate Palmolive CoCL16,165$1.3M0.01%
224Agilent Technologies IncA9,438$1.2M0.01%
225Moodys CorpMCO2,516$1.2M0.01%
226Clorox CoCLX9,484$1.2M0.01%
227Marathon Petroleum CorpMPC5,870$1.1M0.01%
228Heico CorpHEI-A3,493$1.1M0.01%
229CVS Health CorpCVS14,553$1.1M0.01%
230American Express CoAXP3,298$1.1M0.01%
231Verizon Communications IncVZ23,849$1.0M0.01%
232Smucker J M Co8326964059,456$1.0M0.01%
233Regions Financial CorpRF-PF38,666$1.0M0.01%
234EOG Resources IncEOG8,800$986,6560.00%
235Delta Air Lines IncDAL16,800$953,4000.00%
236Synopsys IncSNPS1,906$940,4010.00%
237W P Carey Inc92936u10913,843$935,3720.00%
238Thermo Fisher Scientific IncTMO1,892$917,6580.00%
239Esquire Financial Holdings IncESQ8,600$877,6730.00%
240Sherwin Williams CoSHW2,496$864,2650.00%
241Nordson CorpNDSN3,790$860,1410.00%
242Danaher Corp2358511024,177$828,1320.00%
243Block Inc Cl ABSQKZ11,400$823,8780.00%
244Kimbell Royalty Partners LPKRP60,750$819,5230.00%
245Black Stone Minerals LPBSMLP61,500$808,1100.00%
246Hp IncHPQ29,657$807,5600.00%
247Stag Industrial Inc85254j10222,700$801,0830.00%
248Encora Inc ComCOR2,539$793,5140.00%
249Microchip Technology IncMCHPP11,920$765,5020.00%
250Cardinal Health IncCAH4,840$759,6860.00%
251C H Robinson Worldwide IncCHRW5,670$750,7080.00%
252Pfizer IncPFE29,405$749,2300.00%
253Netflix IncNFLX616$738,5350.00%
254Lam Research CorpLRCX5,500$736,4500.00%
255Truist Financial CorpTFC-PR15,935$728,5480.00%
256Comcast Corp Cl ACCZ23,102$725,8650.00%
257First Horizon Natl CorpFHN-PH31,577$713,9560.00%
258One Gas IncOGS8,774$710,1680.00%
259Schwab Charles CorpSCHW-PJ7,255$692,6350.00%
260Black Hills CorpBKH10,850$668,2520.00%
261General Mills Inc37033410413,160$663,5270.00%
262GE Vernova IncGEV1,078$662,8620.00%
263IDACORP IncIDA5,000$660,7500.00%
264Paypal Holdings IncPYPL9,800$657,1880.00%
265AT&T IncT-PC23,039$650,6210.00%
266Sap SE Sp ADRSAPGF2,431$649,5880.00%
267Applied Materials Inc0382221053,074$629,3710.00%
268ServiceNow IncNOW674$620,2690.00%
269Sysco CorpSYY7,465$614,6680.00%
270United Bancorp Inc OhioUBCP43,050$601,8390.00%
271Zimmer Biomet Holdings IncZBH6,045$595,4330.00%
272Diageo PLC Sp ADRDGEAF6,012$573,7250.00%
273Simpson Manufacturing Co Inc8290731053,383$566,5170.00%
274West Pharmaceutical Svsc Inc9553061052,125$557,4510.00%
275Pool CorporationPOOL1,795$556,5760.00%
276Canadian Pacific Kansas City CCP7,414$552,2690.00%
277McKesson CorpMCK707$546,1860.00%
278Eversource EnergyES7,626$542,5140.00%
279Northern Trust CorpNTRSO3,995$537,7270.00%
280Bank New York Mellon Corp0640581004,727$515,0540.00%
281CSG Systems Intl Inc1263491097,847$505,1900.00%
282Huntington Bancshares IncHBANP28,950$499,9670.00%
283IntuitINTU711$485,5490.00%
284Alcon IncALC6,265$466,8050.00%
285Vanguard Total Intl Stock F9219097686,323$464,4880.00%
286Vanguard FTSE Small Cap ETF9220427183,255$464,0000.00%
287SPDR Portfolio Emg MK78463x5099,760$456,8660.00%
288Brown Forman Corp Cl BBF-B16,382$443,6250.00%
289OGE Energy CorpOGE9,500$439,5650.00%
290Citigroup IncC-PR4,298$436,2470.00%
291Check Point Software Tech LtdCHKP2,100$434,5110.00%
292Synovus Financial Corp87161c5018,622$423,1680.00%
293British Amern Tob Plc Sponsore1104481077,608$403,8260.00%
294Royal Gold IncRGLD2,000$401,1600.00%
295Boston Scientific CorpBSX4,064$396,7680.00%
296Edwards Lifesciences CorpEW5,098$396,4710.00%
297Yum Brands IncYUM2,575$391,4000.00%
298Canadian Natural Resources Ltd13638510111,850$378,7260.00%
299The Cigna Group Com1255231001,248$359,7360.00%
300American Tower CorpAMT1,842$354,2530.00%
301Graham Holdings CoGHM300$353,1930.00%
302Palo Alto Networks IncPANW1,612$328,2350.00%
303ConocoPhillipsCOP3,218$304,3910.00%
304Tesla IncTSLA679$301,9650.00%
305Paramount Resources Ltd Cl A69932020618,206$293,2990.00%
306Brookfield Infrast Partners LPg162521018,887$292,2930.00%
307American Electric Power Inc0255371012,507$282,0380.00%
308Gilead Sciences IncGILD2,447$271,6170.00%
309Schlumberger LtdSLB7,696$264,5120.00%
310Enterprise Products Partners L2937921077,974$249,3430.00%
311FedEx CorpFDX1,050$247,6010.00%
312IDEX Corp45167r1041,509$245,6050.00%
313Ameriprise Financial IncAMP487$239,2390.00%
314iShares MSCI KLD 400 Social4642885701,845$232,3780.00%
315Fidelity Natl Information Serv31620m1063,498$230,6580.00%
316PPG Industries Inc6935061072,185$229,6650.00%
317O'Reilly Automotive IncORLY2,100$226,4010.00%
318Sprott Physical Gold & Silver85208r1016,078$223,0020.00%
319Corteva IncCTVA3,215$217,4300.00%
320Genpact LimitedG5,101$213,6810.00%
321Ellington Financial IncEFC-PD12,500$162,2500.00%
322Gladstone Ld Corp37654910116,475$150,9110.00%
323Plug Power IncPLUG10,000$23,3000.00%
324Agilon Health IncAGL10,000$10,3000.00%
325Alternet Systems Inc02146m201110,990$3220.00%
326Ilustrato Pictures Intl Inc452372105160,734$640.00%