Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

LCNB CORP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

LCNB CORP (CIK 1074902) reported $326.0M across 184 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IEFA ($24.7M, 7.56%), SCHV ($22.3M, 6.85%), SCHG ($21.4M, 6.57%), IWV ($10.1M, 3.11%), AAPL ($9.6M, 2.95%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IEFAIShares Inc. TR Core MSCI EAFE ETF$24.7M7.56%255,285Added
2SCHVSchwab US Large Cap Value ETF$22.3M6.85%641,729Trimmed
3SCHGSchwab US Large Cap Growth ETF$21.4M6.57%632,901Added
4IWVIShares TR Russell 3000 ETF$10.1M3.11%23,748Added
5AAPLApple Inc.$9.6M2.95%33,222Trimmed
6MSFTMicrosoft Corp.$9.3M2.86%25,008Trimmed
7LCNBLCNB Corp.$8.9M2.73%505,963Trimmed
8SPYSPDR S&P 500 Trust ETF$7.8M2.38%10,409Trimmed
9LRCXLam Research Corporation$7.6M2.33%17,506Trimmed
10GOOGAlphabet Inc.$7.4M2.28%21,077Trimmed
11PGProcter & Gamble Co.$7.3M2.24%49,858Trimmed
12GOOGLAlphabet Inc.$7.2M2.22%20,238Trimmed
13NVDANvidia Corp$6.7M2.06%33,484Trimmed
14AVGOBroadcom Ltd.$6.6M2.02%17,425Trimmed
15FTLSFirst Trust Long/Short Equity ETF$6.2M1.90%83,934Trimmed
16DOCTFT Vest U.S. Equity Deep Buffer ETF - Oct$5.7M1.75%122,306Trimmed
17GLWCorning Inc.$4.1M1.25%15,890Trimmed
18CINFCincinnati Financial Corp$4.1M1.25%21,930Trimmed
19FLOTIShares Floating Rate Bond ETF$3.7M1.13%72,295Added
20JPMJP Morgan Chase Co.$3.7M1.13%11,238Trimmed
21MRKMerck and Co Inc.$3.4M1.04%26,283Trimmed
22JNJJohnson & Johnson$3.2M0.98%12,559Trimmed
23AMZNAmazon.com Inc$3.0M0.92%12,552Added
24DTDWisdomTree US Total Dividend Fund$3.0M0.91%31,727Trimmed
25INDAIShares MSCI India ETF$2.7M0.83%54,945Trimmed

Source: SEC Form 13F filings · as of 2026-06-30