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CIK: 0001074902
Total reported value
$326.0M
$326.0M
185 檔
20.2%
During the Q1 2025 filing period, Lcnb CORP (CIK: 0001074902) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $326.0M across 185 reported positions.
In Q1 2025, Lcnb CORP displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, PG, SCHG) accounted for 20.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IEFA
市值: $17.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.28% | -0.13% | +1.07% | |
| 2 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 5.11% | -0.26% | +1.45% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.69% | +0.43% | -3.61% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.67% | +0.15% | +0.76% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.26% | +5.17% | |
| 6 | LCNB | Lcnb Corporation | Stock-Other | 2.74% | +0.06% | -0.10% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.04% | -2.12% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.60% | +0.31% | -0.09% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.06% | +0.09% | -0.72% | |
| 10 | PHDG | Invesco S&p 500 Downside Hed | ETF-Large Cap & Growth | 1.69% | — | — | |
| 11 | DOCT | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.61% | -0.11% | +0.53% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.51% | +0.01% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | +0.06% | -1.79% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.37% | +0.05% | -3.02% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.34% | -0.24% | +3.97% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | +0.20% | -0.59% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.29% | — | -57.75% | |
| 18 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.27% | +0.06% | -2.18% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.12% | -2.09% | |
| 20 | FTLS | First Trust Long/short Eqty | ETF-Other | 1.17% | -0.24% | +13.76% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | — | +1.92% | |
| 22 | INDA | Ishares Msci India ETF | ETF-Other | 1.04% | -0.04% | +1.44% | |
| 23 | USB | US Bancorp | Stock-Financials | 0.98% | +0.08% | +0.06% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.95% | -0.06% | +44.71% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.04% | +6.23% | |
| 26 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.95% | +0.03% | +5.51% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.92% | +0.04% | +2.97% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.90% | -0.11% | +7.79% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.86% | -0.12% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.80% | EXIT | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.09% | -4.95% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.80% | -0.05% | -1.06% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.06% | -1.25% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.78% | -0.11% | -2.50% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.78% | -0.11% | +0.51% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.73% | +0.03% | +8.56% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.72% | -0.11% | +2.97% | |
| 38 | DTD | Wisdomtree US Total Dividend | ETF-Other | 0.71% | -0.06% | -0.60% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.70% | +0.02% | -0.35% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.63% | — | +14.33% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.62% | -0.18% | — | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.11% | +0.73% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.03% | +2.51% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.03% | -6.93% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.55% | -0.16% | +22.10% | |
| 46 | LRCX | Lam Research CORP | Stock-Tech | 0.55% | +0.99% | -0.54% | |
| 47 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.54% | — | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.02% | +1.15% | |
| 49 | DUK | Duke Energy CORP | Stock-Utilities | 0.52% | -0.06% | +0.96% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.10% | +0.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 2 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 3 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 4 | SCHV | Schwab US Large-cap Value | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | LCNB | Lcnb Corporation | — | NEW | New buy |
| 7 | AAPL | Apple Inc | — | NEW | New buy |
| 8 | IWV | Ishares Russell 3000 ETF | — | NEW | New buy |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 10 | PHDG | Invesco S&p 500 Downside Hed | — | NEW | New buy |
| 11 | DOCT | Ft Vest U.s. Equity Deep Buf | — | NEW | New buy |
| 12 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 13 | NVDA | Nvidia CORP | — | NEW | New buy |
| 14 | AVGO | Broadcom Inc | — | NEW | New buy |
| 15 | CVX | Chevron CORP | — | NEW | New buy |
| 16 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 17 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 18 | CINF | Cincinnati Financial CORP | — | NEW | New buy |
| 19 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 20 | FTLS | First Trust Long/short Eqty | — | NEW | New buy |
| 21 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 22 | INDA | Ishares Msci India ETF | — | NEW | New buy |
| 23 | USB | US Bancorp | — | NEW | New buy |
| 24 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 26 | DAPR | Ft Vest U.s. Equity Deep Buf | — | NEW | New buy |
| 27 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 28 | PEP | Pepsico Inc | — | NEW | New buy |
| 29 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 30 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 31 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 32 | AMGN | Amgen Inc | — | NEW | New buy |
| 33 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 34 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 35 | ABT | Abbott Laboratories | — | NEW | New buy |
| 36 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 37 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 38 | DTD | Wisdomtree US Total Dividend | — | NEW | New buy |
| 39 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 40 | ADP | Automatic Data Processing | — | NEW | New buy |
| 41 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 42 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 43 | ABBV | Abbvie Inc | — | NEW | New buy |
| 44 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 45 | ACN | Accenture plc | — | NEW | New buy |
| 46 | LRCX | Lam Research CORP | — | NEW | New buy |
| 47 | HSY | Hershey Co/the | — | NEW | New buy |
| 48 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 49 | DUK | Duke Energy CORP | — | NEW | New buy |
| 50 | WMT | Walmart Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Lcnb CORP reported a total U.S. public equity portfolio value of $326.0M across 185 disclosed positions in Q1 2025.
During Q1 2025, Lcnb CORP's top holdings by market value included IEFA (6.3%)、PG (5.1%)、SCHG (4.7%). The largest single position, IEFA, represented 6.3% of total portfolio value.
In Q1 2025, Lcnb CORP made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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