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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 Q4 2025 · Filed February 12, 2026 · Accession 0000872259-26-000005

Total Value
$19.75B
Positions
327
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (327)

#IssuerTicker / CUSIPSharesValue% of Filing
1Broadcom IncAVGO2,833,840$980.8M4.96%
2Microsoft CorpMSFT1,836,423$888.1M4.50%
3Eli Lilly & CoLLY787,380$846.2M4.28%
4AbbVie IncABBV3,092,528$706.6M3.58%
5JPMorgan Chase & CoVYLD1,927,042$620.9M3.14%
6Procter & Gamble Co7427181093,959,106$567.4M2.87%
7Johnson & JohnsonJNJ2,737,948$566.6M2.87%
8Nextera Energy IncNEE-PW5,359,732$430.3M2.18%
9Williams Cos Inc9694571006,993,459$420.4M2.13%
10Home Depot IncHD1,191,576$410.0M2.08%
11Taiwan Semiconductor Mfg Ltd S8740391001,283,432$390.0M1.97%
12Travelers Companies IncTRV1,174,428$340.7M1.72%
13Hartford Financial Services GrHIG-PG2,441,573$336.4M1.70%
14Chevron CorpCVX2,200,574$335.4M1.70%
15McDonalds CorpMCD1,019,219$311.5M1.58%
16SempraSREA3,454,022$305.0M1.54%
17PNC Financial Services Group I6934751051,408,668$294.0M1.49%
18Mondelez Intl Inc Cl A6092071055,322,819$286.5M1.45%
19Targa Resources CorpTRGP1,458,310$269.1M1.36%
20Eaton Corp PLCETN832,758$265.2M1.34%
21Broadridge Financial SolutionsBR1,134,232$253.1M1.28%
22Cisco Systems IncCSCO3,240,551$249.6M1.26%
23Marsh Com5717481021,287,401$238.8M1.21%
24Lockheed Martin CorpLMT482,965$233.6M1.18%
25Automatic Data Processing IncADP880,627$226.5M1.15%
26UnitedHealth Group IncUNH664,861$219.5M1.11%
27Accenture PLC Ireland Class AACN799,386$214.5M1.09%
28Texas Instruments Inc8825081041,155,221$200.4M1.01%
29TJX Cos Inc8725401091,304,592$200.4M1.01%
30Cincinnati Financial Corp1720621011,225,644$200.2M1.01%
31TE Connectivity Ltd RegTEL843,482$191.9M0.97%
32Apple IncAAPL704,289$191.5M0.97%
33Paychex IncPAYX1,693,009$189.9M0.96%
34PepsiCo IncPEP1,289,113$185.0M0.94%
35General Dynamics CorpGD515,247$173.5M0.88%
36CME Group Inc Cl ACME628,007$171.5M0.87%
37Exxon Mobil CorpXOM1,415,113$170.3M0.86%
38Apollo Global Mgmt Inc Cl AAPOS1,116,529$161.6M0.82%
39Motorola Solutions IncMSI403,176$154.5M0.78%
40Illinois Tool Works Inc452308109620,418$152.8M0.77%
41Rtx Corporation ComRTX832,761$152.7M0.77%
42Snap On IncSNA429,133$147.9M0.75%
43PPL CorpPPLC4,198,702$147.0M0.74%
44Evercore Inc Class A29977a105421,568$143.4M0.73%
45Cintas CorpCTAS751,773$141.4M0.72%
46US Bancorp DelUSB-PS2,528,997$134.9M0.68%
47Vici Properties Inc9256521094,758,185$133.8M0.68%
48Victory Cap Holdings Inc Cl A92645b1032,069,325$130.6M0.66%
49Coca-Cola CoKO1,772,735$123.9M0.63%
50Reinsurance Group America Inc759351604603,519$122.8M0.62%
51Kinder Morgan IncEP-PC4,458,877$122.6M0.62%
52Hubbell IncHUBB266,731$118.5M0.60%
53Alphabet Inc Cap Stock Cl AGOOG374,374$117.2M0.59%
54Abbott LaboratoriesABLZF892,930$111.9M0.57%
55Wec Energy Group IncWEC1,053,958$111.2M0.56%
56Air Prods & Chems IncAIIR444,105$109.7M0.56%
57Waste Management IncWM463,187$101.8M0.52%
58Corning IncGLW1,102,289$96.5M0.49%
59Gildan Activewear IncGIL1,501,100$93.8M0.47%
60AvalonBay Communities IncAWX507,362$92.0M0.47%
61Meta Platforms Inc Cl AMETA135,122$89.2M0.45%
62Watsco IncWSO-B260,786$87.9M0.44%
63CBOE Global Mkts IncCBOE342,860$86.1M0.44%
64Merck & Co IncMRK764,839$80.5M0.41%
65Fastenal CoFAST1,869,719$75.0M0.38%
66Phillips 66PSX572,343$73.9M0.37%
67Analog Devices IncADI265,413$72.0M0.36%
68Bank America Corp0605051041,238,070$68.1M0.34%
69Dt Midstream Inc Common StockDTM562,615$67.3M0.34%
70ProLogis IncPLDGP522,812$66.7M0.34%
71Realty Income CorpO1,151,792$64.9M0.33%
72Western Digital CorpWDC374,975$64.6M0.33%
73Amgen IncAMGN197,029$64.5M0.33%
74Kla Corporation Com NewKLAC52,571$63.9M0.32%
75American Financial Group Inc O025932104465,295$63.6M0.32%
76CMS Energy CorpCMS-PC904,315$63.2M0.32%
77Stryker CorpSYK178,335$62.7M0.32%
78L3Harris Technologies IncLHX204,056$59.9M0.30%
79Packaging Corp America695156109288,837$59.6M0.30%
80Darden Restaurants IncDRI323,299$59.5M0.30%
81Avery Dennison CorpAVY315,260$57.3M0.29%
82NiSource IncNI1,347,962$56.3M0.28%
83Northrop Grumman CorpNOC96,769$55.2M0.28%
84Oneok IncOKE745,494$54.8M0.28%
85Atmos Energy CorpATO323,292$54.2M0.27%
86Wal-Mart IncWMT481,228$53.6M0.27%
87RPM Intl Inc749685103505,101$52.5M0.27%
88Linde PLCLIN122,997$52.4M0.27%
89Union Pacific CorpUNP225,140$52.1M0.26%
90US Physical Therapy IncUSPH660,864$51.6M0.26%
91Parker Hannifin CorpPH57,985$51.0M0.26%
92Texas Roadhouse IncTXRH282,154$46.8M0.24%
93Encompass Health CorpEHC436,977$46.4M0.23%
94Philip Morris Intl Inc718172109287,663$46.1M0.23%
95Kkr & Co Inc Cl AKKRT351,042$44.8M0.23%
96Amphenol Corp Cl A032095101319,350$43.2M0.22%
97Agree Realty Corp008492100598,399$43.1M0.22%
98Carlisle Cos Inc142339100134,709$43.1M0.22%
99Alliant Energy CorpLNT662,120$43.0M0.22%
100Amdocs LtdDOX533,613$43.0M0.22%
101BlackRock IncBLK38,962$41.7M0.21%
102Carrier Global Corporation ComCARR768,729$40.6M0.21%
103Dell Technologies Inc Cl CDELL302,647$38.1M0.19%
104Oracle CorpORCL-PD193,952$37.8M0.19%
105Equity Lifestyle Properties InELS590,141$35.8M0.18%
106Ryder Systems IncR184,399$35.3M0.18%
107Qualcomm IncQCOM202,777$34.7M0.18%
108Blackstone Inc ComBX224,216$34.6M0.17%
109Interparfums IncINTR403,062$34.2M0.17%
110Ecolab IncECL125,875$33.0M0.17%
111Quest Diagnostics IncDGX187,288$32.5M0.16%
112Marzetti Company ComMZTI195,107$32.1M0.16%
113Garmin LtdGRMN147,148$29.8M0.15%
114Perrigo Co PLCPRGO1,900,321$26.5M0.13%
115Honeywell Intl Inc438516106124,506$24.3M0.12%
116Berkshire Hathaway Inc Cl BBRK-A45,128$22.7M0.11%
117Plains Group Hlgs LP APAGP1,101,264$21.1M0.11%
118First Financial Bancorp OH320209109838,079$21.0M0.11%
119Avnet IncAVT430,853$20.7M0.10%
120Penske Automotive Group IncPAG128,120$20.3M0.10%
121Emerson Electric CoEMR147,487$19.6M0.10%
122Ferrari NVRACE51,137$18.9M0.10%
123Allegion Pub Ltd CoALLE117,608$18.7M0.09%
124iShares Core MSCI EAFE46432f842208,340$18.6M0.09%
125Terreno Realty CorpTRNO314,228$18.4M0.09%
126Advanced Micro Devices IncAMD81,145$17.4M0.09%
127CDW CorpCDW119,626$16.3M0.08%
128Keurig Dr Pepper IncKDP564,361$15.8M0.08%
129Alphabet Inc Cap Stock Cl CGOOG49,607$15.6M0.08%
130Ensign Group IncENSG85,984$15.0M0.08%
131Enbridge IncENNPF281,938$13.5M0.07%
132Nike Inc Cl BNKE210,125$13.4M0.07%
133Dover CorpDOV66,799$13.0M0.07%
134McCormick & Co Inc Non VtgMKC-V184,291$12.6M0.06%
135Becton Dickinson & CoBDX62,534$12.1M0.06%
136Novartis AG Sp ADRNVSEF86,162$11.9M0.06%
137NetApp IncNTAP105,949$11.3M0.06%
138Starbucks CorpSBUX133,737$11.3M0.06%
139Vanguard All World ex-US922042775141,187$10.4M0.05%
140Federal Signal CorpFSS94,053$10.2M0.05%
141Oshkosh CorpOSK80,602$10.1M0.05%
142Lemaitre Vascular IncLMAT124,793$10.1M0.05%
143Utz Brands Inc Cl AUTZ974,470$10.1M0.05%
144Lowes Cos Inc54866110740,952$9.9M0.05%
145Balchem CorpBCPC64,128$9.8M0.05%
146Curtiss Wright CorpCW17,670$9.7M0.05%
147ResMed IncRSMDF35,390$8.5M0.04%
148Chemed CorpCHE19,782$8.5M0.04%
149Tractor Supply CoTSCO162,574$8.1M0.04%
150Msa Safety IncMNESP49,897$8.0M0.04%
151NVIDIA CorpNVDA42,590$7.9M0.04%
152Enpro Inc ComNPO37,056$7.9M0.04%
153Disney Walt Co Disney25468710668,423$7.8M0.04%
154Gallagher Arthur J & Co36357610930,072$7.8M0.04%
155Church & Dwight IncCHD91,849$7.7M0.04%
156Tetra Tech IncTTEK227,195$7.6M0.04%
157Berkshire Hathaway Inc Cl ABRK-A10$7.5M0.04%
158Roper Technologies IncROP16,809$7.5M0.04%
159Otis Worldwide CorpOTIS82,211$7.2M0.04%
160Amazon.com IncAMZN30,401$7.0M0.04%
161Visa Inc Cl AV19,766$6.9M0.04%
162New York Times Co Cl ANYT99,587$6.9M0.03%
163AptarGroup IncATR56,330$6.9M0.03%
164Chesapeake Utilities Corp16530310854,482$6.8M0.03%
165Littelfuse IncLFUS26,873$6.8M0.03%
166Meritage Homes CorpMTH101,960$6.7M0.03%
167Coherent Corp ComCOHR36,205$6.7M0.03%
168American Healthcare REIT IncAHR139,120$6.5M0.03%
169Applied Industrial TechnologieAIT25,403$6.5M0.03%
170Wells Fargo Co94974610169,638$6.5M0.03%
171Costco Wholesale CorpCOST7,501$6.5M0.03%
172MarketAxess Holdings IncMKTX35,046$6.4M0.03%
173Fifth Third BancorpFITBM131,047$6.1M0.03%
174Grainger W W Inc3848021045,270$5.3M0.03%
175Intuitive Surgical IncISRG9,256$5.2M0.03%
176Texas Pacific Land CorporationTPL18,000$5.2M0.03%
177Nestle SA Sp ADR64106940650,557$5.0M0.03%
178Energy Transfer LPET-PI302,036$5.0M0.03%
179Bwx Technologies IncBWXT28,523$4.9M0.02%
180Henry Jack & Assoc Inc42628110125,470$4.6M0.02%
181Monolithic Power Systems Inc6098391055,042$4.6M0.02%
182MasterCard Incorporated Cl AMA7,851$4.5M0.02%
183D R Horton Inc23331a10930,914$4.5M0.02%
184Duke Energy CorpDUKB32,098$3.8M0.02%
185Medtronic PLCMDT39,151$3.8M0.02%
186Donaldson IncDCI42,376$3.8M0.02%
187Intl Business MachinesINTR12,399$3.7M0.02%
188Valero Energy CorpVLO18,504$3.0M0.02%
189Intel CorpINTC80,492$3.0M0.02%
190Fiserv IncFISV43,197$2.9M0.01%
191Installed Building Prods IncIBP11,092$2.9M0.01%
192Booz Allen Hamilton Holding CoBAH33,505$2.8M0.01%
193AAON IncAAON36,868$2.8M0.01%
194Morgan StanleyMS-PQ15,579$2.8M0.01%
195Norfolk Southern Corp6558441089,086$2.6M0.01%
196Vanguard FTSE Dev Mkt ETF92194385841,813$2.6M0.01%
197Goldman Sachs Group IncGSCE2,918$2.6M0.01%
198Caterpillar IncCAT4,186$2.4M0.01%
199Kinsale Cap Group Inc49714p1086,117$2.4M0.01%
200Hershey CoHSY12,377$2.3M0.01%
201Kroger CoKR35,612$2.2M0.01%
202Altria Group IncMO38,308$2.2M0.01%
203MPLX LPMPLXP41,225$2.2M0.01%
204Vanguard Intl Dvd ETF92194681023,832$2.2M0.01%
205Shell PLC Spon ADSRYDAF28,050$2.1M0.01%
206Universal Display CorpOLED16,913$2.0M0.01%
2073M CoMMM12,022$1.9M0.01%
208Home Bancshares IncHOMB68,433$1.9M0.01%
209General Electric Co3696043016,001$1.8M0.01%
210Armstrong World Industries IncAWI9,316$1.8M0.01%
211Black Stone Minerals LPBSMLP131,500$1.7M0.01%
212CSX CorpCSX48,186$1.7M0.01%
213iShares Core MSCI Emerg Mkt46434g10325,787$1.7M0.01%
214Vanguard FTSE Emerg Mkt ETF92204285831,879$1.7M0.01%
215Bristol-Myers Squibb CoCELG-RI31,222$1.7M0.01%
216Kenvue IncKVUE94,649$1.6M0.01%
217Southern CoSOMN18,576$1.6M0.01%
218iShares MSCI EAFE ETF46428746515,769$1.5M0.01%
219Zoetis Inc Cl AZTS11,594$1.5M0.01%
220Deere & CoDE3,020$1.4M0.01%
221Steris PLC SHS USDSTE5,516$1.4M0.01%
222Kimberly Clark CorpKMB13,778$1.4M0.01%
223Teleflex IncTFX10,934$1.3M0.01%
224Genuine Parts CoGPC10,678$1.3M0.01%
225American Express CoAXP3,448$1.3M0.01%
226Applied Materials Inc0382221054,670$1.2M0.01%
227Colgate Palmolive CoCL15,165$1.2M0.01%
228Crown Castle IncCCI13,311$1.2M0.01%
229Cardinal Health IncCAH5,746$1.2M0.01%
230Delta Air Lines IncDAL16,800$1.2M0.01%
231CVS Health CorpCVS14,553$1.2M0.01%
232Agilent Technologies IncA8,418$1.1M0.01%
233Heico CorpHEI-A3,433$1.1M0.01%
234Thermo Fisher Scientific IncTMO1,892$1.1M0.01%
235Danaher Corp2358511024,659$1.1M0.01%
236Regions Financial CorpRF-PF38,666$1.0M0.01%
237Solstice Advanced Materials InSOLS19,886$966,0620.00%
238Clorox CoCLX9,484$956,2720.00%
239Marathon Petroleum CorpMPC5,870$954,6380.00%
240EOG Resources IncEOG9,000$945,0900.00%
241Lam Research CorpLRCX5,500$941,4900.00%
242Verizon Communications IncVZ22,623$921,4350.00%
243Smucker J M Co8326964059,406$920,0010.00%
244C H Robinson Worldwide IncCHRW5,670$911,5090.00%
245Nordson CorpNDSN3,790$911,2300.00%
246W P Carey Inc92936u10913,843$890,9350.00%
247Esquire Financial Holdings IncESQ8,600$877,8020.00%
248Cencora Inc ComCOR2,539$857,5470.00%
249Stag Industrial Inc85254j10222,700$834,4520.00%
250Sherwin Williams CoSHW2,492$807,4830.00%
251Truist Financial CorpTFC-PR15,961$785,4410.00%
252Microchip Technology IncMCHPP11,920$759,5420.00%
253Palo Alto Networks IncPANW4,112$757,4300.00%
254First Horizon Natl CorpFHN-PH31,577$754,6900.00%
255Black Hills CorpBKH10,850$753,2070.00%
256GE Vernova IncGEV1,138$743,7630.00%
257Block Inc Cl ABSQKZ11,400$742,0260.00%
258Schwab Charles CorpSCHW-PJ7,255$724,8470.00%
259One Gas IncOGS8,774$677,7920.00%
260Kimbell Royalty Partners LPKRP56,850$668,5600.00%
261Comcast Corp Cl ACCZ21,958$656,3250.00%
262Pfizer IncPFE25,443$633,5210.00%
263IDACORP IncIDA5,000$632,8000.00%
264S&P Global IncSPGI1,209$631,8110.00%
265CSG Systems Intl Inc1263491097,847$601,7860.00%
266General Mills Inc37033410412,900$599,8500.00%
267Sap SE Sp ADRSAPGF2,431$590,5140.00%
268West Pharmaceutical Svsc Inc9553061052,125$584,6730.00%
269Netflix IncNFLX6,230$584,1250.00%
270McKesson CorpMCK707$579,9450.00%
271United Bancorp Inc OhioUBCP40,050$574,7180.00%
272Hp IncHPQ25,358$564,9760.00%
273Sysco CorpSYY7,465$550,0960.00%
274Bank New York Mellon Corp0640581004,727$548,7570.00%
275Simpson Manufacturing Co Inc8290731053,383$546,2530.00%
276Canadian Pacific Kansas City CCP7,414$545,8930.00%
277Northern Trust CorpNTRSO3,995$545,6770.00%
278Zimmer Biomet Holdings IncZBH6,045$543,5660.00%
279Vanguard FTSE Small Cap ETF9220427183,725$533,8720.00%
280Diageo PLC Sp ADRDGEAF6,012$518,6550.00%
281Yum Brands IncYUM3,407$515,4110.00%
282Eversource EnergyES7,626$513,4590.00%
283Huntington Bancshares IncHBANP28,949$502,2650.00%
284AT&T IncT-PC20,117$499,7060.00%
285Alcon IncALC6,265$493,7450.00%
286ServiceNow IncNOW3,185$487,9100.00%
287Avient Corporation ComAVNT15,237$476,0040.00%
288Edwards Lifesciences CorpEW5,548$472,9670.00%
289IntuitINTU711$470,9810.00%
290SPDR Portfolio Emg MK78463x5099,760$456,8660.00%
291British Amern Tob Plc Sponsore1104481078,049$455,7500.00%
292Royal Gold IncRGLD2,000$444,5800.00%
293Citigroup IncC-PR3,765$439,3380.00%
294Synovus Financial Corp- Delist87161c5018,622$431,5310.00%
295Brown Forman Corp Cl BBF-B16,382$426,9150.00%
296Vanguard Total Intl Stock F9219097685,418$408,7340.00%
297OGE Energy CorpOGE9,500$405,6500.00%
298Canadian Natural Resources Ltd13638510111,850$401,1230.00%
299American Electric Power Inc0255371013,153$363,5720.00%
300Synopsys IncSNPS752$353,2290.00%
301The Cigna Group Com1255231001,252$344,5880.00%
302Boston Scientific CorpBSX3,517$335,3460.00%
303Pool CorporationPOOL1,449$331,4590.00%
304Graham Holdings CoGHM300$329,5800.00%
305Paramount Resources Ltd Cl A69932020618,206$321,3810.00%
306Brookfield Infrast Partners LPg162521018,862$307,8660.00%
307Tesla IncTSLA679$305,3600.00%
308ConocoPhillipsCOP3,218$301,2370.00%
309IDEX Corp45167r1041,509$268,5110.00%
310PPG Industries Inc6935061072,535$259,7360.00%
311Enterprise Products Partners L2937921077,974$255,6420.00%
312Gilead Sciences IncGILD2,054$252,1080.00%
313American Tower CorpAMT1,342$235,6150.00%
314Sprott Physical Gold & Silver85208r1015,078$232,5720.00%
315Fidelity Natl Information Serv31620m1063,498$232,4770.00%
316Tapestry IncTPR1,768$225,8970.00%
317Schlumberger LtdSLB5,796$222,4500.00%
318Corteva IncCTVA3,215$215,5010.00%
319Ameriprise Financial IncAMP432$211,8270.00%
320Citizens Financial Group IncCIA3,540$206,7710.00%
321ABB Ltd Sp ADRABLZF2,705$202,1960.00%
322Ellington Financial IncEFC-PD12,500$169,7500.00%
323Gladstone Ld Corp37654910117,075$156,2360.00%
324Plug Power IncPLUG10,000$19,7000.00%
325Agilon Health IncAGL10,000$6,8870.00%
326Mbak Energy Solutions Inc Com02146m201110,990$2220.00%
327Ilustrato Pictures Intl Inc452372105160,734$320.00%