Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LCNB CORP (CIK 1074902) reported $297.5M across 186 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($22.9M, 7.69%), SCHV ($19.9M, 6.70%), SCHG ($18.3M, 6.14%), MSFT ($9.3M, 3.12%), AAPL ($8.7M, 2.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | IShares Inc. TR Core MSCI EAFE ETF | $22.9M | 7.69% | 252,533 | Added |
| 2 | SCHV | Schwab US Large Cap Value ETF | $19.9M | 6.70% | 653,158 | Added |
| 3 | SCHG | Schwab US Large Cap Growth ETF | $18.3M | 6.14% | 627,528 | Added |
| 4 | MSFT | Microsoft Corp. | $9.3M | 3.12% | 25,054 | Trimmed |
| 5 | AAPL | Apple Inc. | $8.7M | 2.91% | 34,139 | Added |
| 6 | IWV | IShares TR Russell 3000 ETF | $8.3M | 2.80% | 22,498 | Added |
| 7 | LCNB | LCNB Corp. | $7.9M | 2.67% | 509,463 | Added |
| 8 | PG | Procter & Gamble Co. | $7.4M | 2.50% | 51,433 | Trimmed |
| 9 | SPY | SPDR S&P 500 Trust ETF | $6.8M | 2.29% | 10,496 | Added |
| 10 | FTLS | First Trust Long/Short Equity ETF | $6.4M | 2.14% | 90,412 | Added |
| 11 | GOOGL | Alphabet Inc. | $6.3M | 2.10% | 21,736 | Added |
| 12 | GOOG | Alphabet Inc. | $6.2M | 2.08% | 21,582 | Trimmed |
| 13 | NVDA | Nvidia Corp | $6.0M | 2.00% | 34,184 | Trimmed |
| 14 | AVGO | Broadcom Ltd. | $5.9M | 1.97% | 18,948 | Trimmed |
| 15 | DOCT | FT Vest U.S. Equity Deep Buffer ETF - Oct | $5.5M | 1.86% | 127,140 | Added |
| 16 | LRCX | Lam Research Corporation | $4.0M | 1.34% | 18,609 | Trimmed |
| 17 | CINF | Cincinnati Financial Corp | $3.5M | 1.19% | 22,473 | Trimmed |
| 18 | JPM | JP Morgan Chase Co. | $3.4M | 1.13% | 11,431 | Trimmed |
| 19 | MRK | Merck and Co Inc. | $3.3M | 1.10% | 27,172 | Trimmed |
| 20 | JNJ | Johnson & Johnson | $3.2M | 1.07% | 13,018 | Trimmed |
| 21 | DTD | WisdomTree US Total Dividend Fund | $2.9M | 0.97% | 33,383 | Hold |
| 22 | AGG | IShares Core US Aggregate Bond Fund | $2.8M | 0.95% | 28,408 | Added |
| 23 | INDA | IShares MSCI India ETF | $2.6M | 0.87% | 55,241 | Trimmed |
| 24 | AMZN | Amazon.com Inc | $2.6M | 0.86% | 12,279 | Added |
| 25 | CVX | Chevron Corporation | $2.5M | 0.84% | 12,122 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31