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CIK: 0001074902
Total reported value
$326.0M
$326.0M
189 檔
25.1%
During the Q4 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 189 reported positions.
In Q4 2025, Lcnb CORP displayed an active expansion posture, initiating 10 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.97% | -0.13% | +1.47% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.83% | +0.43% | -3.35% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-Other | 6.48% | +0.15% | -0.03% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.06% | -0.26% | +2.36% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.06% | +0.04% | +5.01% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.94% | -0.26% | +0.02% | |
| 7 | LCNB | Lcnb Corporation | Stock-Other | 2.78% | +0.06% | +0.93% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.76% | +0.31% | -1.59% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.32% | +0.20% | -1.80% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.26% | +0.12% | +3.86% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.25% | +0.05% | -4.38% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.19% | +0.09% | -0.74% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.18% | +0.06% | +0.21% | |
| 14 | DOCT | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.84% | -0.11% | +0.04% | |
| 15 | FTLS | First Trust Long/short Eqty | ETF-Other | 1.78% | -0.24% | +28.76% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | — | +3.64% | |
| 17 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.26% | +0.06% | -0.31% | |
| 18 | LRCX | Lam Research CORP | Stock-Tech | 1.15% | +0.99% | -6.95% | |
| 19 | INDA | Ishares Msci India ETF | ETF-Other | 1.03% | -0.04% | +3.59% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.00% | -0.06% | -3.17% | |
| 21 | DTD | Wisdomtree US Total Dividend | ETF-Other | 0.95% | -0.06% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.06% | +5.12% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.09% | +2.06% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.82% | -0.12% | +0.13% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.79% | -0.11% | -0.16% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.04% | +0.35% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.75% | -0.05% | -0.23% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.73% | -0.18% | +0.55% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.73% | +0.02% | -0.79% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.71% | -0.11% | -1.68% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.70% | +0.03% | +1.37% | |
| 32 | USB | US Bancorp | Stock-Financials | 0.68% | +0.08% | -1.09% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.03% | +3.39% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.11% | -0.86% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.24% | +1.28% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.03% | -0.67% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.10% | -2.60% | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.52% | +0.37% | +369.93% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.80% | EXIT | |
| 40 | GLW | Corning Inc | Stock-Tech | 0.51% | +0.41% | -1.28% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.50% | -0.11% | +0.97% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.11% | -2.75% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.48% | — | +0.29% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | +0.04% | -0.64% | |
| 45 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.45% | +0.02% | +5.66% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.02% | — | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.45% | -0.06% | +0.70% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.45% | -0.16% | +1.53% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | -0.01% | -4.90% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.43% | -0.05% | -0.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | +3.86% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -1.80% | Trim |
| 3 | FLOT | Ishares Floating Rate Bond E | +0.4% | +369.93% | Add |
| 4 | FTLS | First Trust Long/short Eqty | +0.4% | +28.76% | Add |
| 5 | AAPL | Apple Inc | +0.2% | +5.01% | Add |
| 6 | LLY | Eli Lilly & Co | +0.2% | +3.39% | Add |
| 7 | LCNB | Lcnb Corporation | +0.2% | +0.93% | Add |
| 8 | LRCX | Lam Research CORP | +0.1% | -6.95% | Trim |
| 9 | MRK | Merck & Co. Inc. | +0.1% | -3.17% | Trim |
| 10 | JNJ | Johnson & Johnson | +0.1% | +2.06% | Add |
| 11 | CAH | Cardinal Health Inc | +0.1% | +3.45% | Add |
| 12 | AMGN | Amgen Inc | +0.1% | -0.23% | Trim |
| 13 | AMZN | Amazon.com Inc | +0.1% | +5.12% | Add |
| 14 | GLD | Spdr Gold Shares | +0.1% | +0.55% | Add |
| 15 | FDX | Fedex CORP | +0.1% | -0.24% | Trim |
| 16 | EFA | Ishares Msci Eafe ETF | +0.1% | +17.74% | Add |
| 17 | IEMG | Ishares Core Msci Emerging | 0% | +46.81% | Add |
| 18 | INDA | Ishares Msci India ETF | 0% | +3.59% | Add |
| 19 | USB | US Bancorp | 0% | -1.09% | Trim |
| 20 | ACN | Accenture plc | 0% | +1.53% | Add |
| 21 | CAT | Caterpillar Inc | 0% | -3.50% | Trim |
| 22 | JPM | Jpmorgan Chase & Co | 0% | +3.64% | Add |
| 23 | TJX | Tjx Companies Inc | 0% | -0.16% | Trim |
| 24 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.47% | Add |
| 25 | DOCT | Ft Vest U.s. Equity Deep Buf | 0% | +0.04% | Add |
| 26 | SWKS | Skyworks Solutions Inc | -0.1% | -6.59% | Trim |
| 27 | LMT | Lockheed Martin CORP | -0.1% | -8.72% | Trim |
| 28 | GPK | Graphic Packaging Holding Co | -0.1% | -1.46% | Trim |
| 29 | ABT | Abbott Laboratories | -0.1% | -0.86% | Trim |
| 30 | LOW | Lowe's Cos Inc | -0.1% | -1.68% | Trim |
| 31 | HD | Home Depot Inc | -0.1% | — | Unchanged |
| 32 | ADP | Automatic Data Processing | -0.1% | +0.29% | Add |
| 33 | ETN | Eaton Corporation plc | -0.1% | -1.16% | Trim |
| 34 | SCHV | Schwab US Large-cap Value | -0.2% | -0.03% | Trim |
| 35 | VOO | Vanguard S&p 500 ETF | -0.2% | -51.09% | Trim |
| 36 | ORCL | Oracle CORP | -0.2% | -1.61% | Trim |
| 37 | PG | Procter & Gamble Co/the | -0.4% | +0.02% | Add |
| 38 | MSFT | Microsoft CORP | -0.4% | +2.36% | Add |
| 39 | SCHG | Schwab US Large-cap Growth | -0.4% | -3.35% | Trim |
| 40 | OMC | Omnicom Group | — | NEW | New buy |
| 41 | IWP | Ishares Russell Mid-cap Grow | — | NEW | New buy |
| 42 | IEV | Ishares Europe ETF | — | NEW | New buy |
| 43 | EXPE | Expedia Group Inc | — | NEW | New buy |
| 44 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 45 | C | Citigroup Inc | — | NEW | New buy |
| 46 | BGIG | Bahl & Gaynor Inc Growth ETF | — | NEW | New buy |
| 47 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 48 | GEV | GE Vernova Inc | — | NEW | New buy |
| 49 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 50 | AMD | Advanced Micro Devices | — | 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 189 disclosed positions in Q4 2025.
During Q4 2025, Lcnb CORP's top holdings by market value included IEFA (7.0%)、SCHG (6.8%)、SCHV (6.5%). The largest single position, IEFA, represented 7.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, SCHG, SCHV) accounted for 25.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
OMC
市值: $337.6K
Top Position Liquidated / Trimmed
FISV
前期市值: $204.4K
In Q4 2025, Lcnb CORP made 49 total portfolio adjustments, initiating 10 new buys, adding to 20 positions, trimming 18 holdings, and fully liquidating 1 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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