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LCNB Corp

SEC CIK
0001074902
Latest filing
Aug 10, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
157
−1 vs. Q2 2021
Portfolio value
$198.1M
−$691.0K (−0.3%) vs. Q2 2021
Filed
Nov 12, 2021
SEC
Holdings of LCNB Corp in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core MSCI Eafe ETF46432F842ETF188,289$14.0M7.1%+8,453+4.7%Added–
LCNBLCNB CorpCOM489,688$8.56M4.3%−37,500−7.1%ReducedHistory
MSFTMicrosoft CorpStock28,619$8.07M4.1%−898−3.0%ReducedHistory
PGProcter & Gamble CoStock55,239$7.72M3.9%−177−0.3%ReducedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF45,758$6.78M3.4%−886−1.9%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT44,056$6.60M3.3%+2,776+6.7%Added–
Schwab U.S. Large-Cap Value ETF808524409ETF93,830$6.33M3.2%+9,419+11.2%Added–
AAPLApple Inc.Stock36,007$5.09M2.6%+363+1.0%AddedHistory
SPYSPDR S&P 500 ETF TrustETF9,795$4.20M2.1%−183−1.8%ReducedHistory
GOOGAlphabet Inc.Stock1,387$3.70M1.9%−6−0.4%ReducedHistory
GOOGLAlphabet Inc.Stock1,336$3.57M1.8%−14−1.0%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF48,260$2.98M1.5%−1,402−2.8%Reduced–
iShares Tr464287689RUSSELL 3000 ETF11,417$2.91M1.5%−200−1.7%Reduced–
CINFCincinnati Financial CorpCOM25,172$2.88M1.5%−1,134−4.3%ReducedHistory
JNJJohnson & JohnsonStock16,730$2.70M1.4%+405+2.5%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF10,068$2.65M1.3%−320−3.1%Reduced–
USBUS Bancorp DECOM NEW42,243$2.51M1.3%+850+2.1%AddedHistory
DISWalt Disney CoStock14,552$2.46M1.2%+74+0.5%AddedHistory
iShares Tr464287150CORE S&P TTL STK24,910$2.45M1.2%−8,300−25.0%Reduced–
JPMJPMorgan Chase & CoStock14,125$2.31M1.2%+635+4.7%AddedHistory
LOWLowes Companies IncStock11,083$2.25M1.1%−123−1.1%ReducedHistory
PEPPepsiCo IncStock14,388$2.16M1.1%−40−0.3%ReducedHistory
ABTAbbott LaboratoriesStock17,393$2.06M1.0%−231−1.3%ReducedHistory
AMZNAmazon Com IncStock620$2.04M1.0%+8+1.3%AddedHistory
INTCIntel CorpStock36,957$1.97M1.0%−100.0%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF12,495$1.87M0.9%+210+1.7%Added–
iShares Core S&P Small Cap ETF464287804ETF16,997$1.86M0.9%−1,150−6.3%Reduced–
CVXChevron CorpStock17,836$1.81M0.9%−691−3.7%ReducedHistory
NKENIKE, Inc.Stock11,916$1.73M0.9%−125−1.0%ReducedHistory
AVGOBroadcom Inc.Stock3,066$1.49M0.8%−10−0.3%ReducedHistory
PFEPfizer IncStock34,476$1.48M0.7%+1,830+5.6%AddedHistory
SBUXStarbucks CorpStock13,411$1.48M0.7%+88+0.7%AddedHistory
TROWPrice T Rowe Group IncStock7,387$1.45M0.7%−61−0.8%ReducedHistory
HSYHershey CoCOM8,570$1.45M0.7%00.0%UnchangedHistory
AAAUGoldman Sachs Physical Gold ETFUNIT82,203$1.44M0.7%+29,631+56.4%AddedHistory
TSLATesla, Inc.Stock1,803$1.40M0.7%+3+0.2%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF17,492$1.29M0.6%+781+4.7%Added–
MCDMcDonalds CorpStock5,263$1.27M0.6%−100−1.9%ReducedHistory
ACNAccenture plcStock3,937$1.26M0.6%−4−0.1%ReducedHistory
TJXTJX Companies IncStock18,856$1.24M0.6%−173−0.9%ReducedHistory
LRCXLam Research CorpCOM2,144$1.22M0.6%−34−1.6%ReducedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF13,410$1.20M0.6%−225−1.7%Reduced–
AMGNAmgen IncStock5,525$1.18M0.6%+80+1.5%AddedHistory
BRK.BBerkshire Hathaway IncStock4,212$1.15M0.6%00.0%UnchangedHistory
ETNEaton Corp plcStock7,515$1.12M0.6%−149−1.9%ReducedHistory
DUKDuke Energy CORPStock11,363$1.11M0.6%+1,102+10.7%AddedHistory
ADPAutomatic Data Processing IncStock5,481$1.10M0.6%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF13,903$1.09M0.5%−752−5.1%Reduced–
HONHoneywell International IncCOM5,045$1.07M0.5%−41−0.8%ReducedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF8,325$1.06M0.5%00.0%Unchanged–
WisdomTree Tr97717W109US TOTAL DIVIDND9,019$1.06M0.5%−400−4.2%Reduced–
ENBEnbridge IncStock26,525$1.06M0.5%00.0%UnchangedHistory
LMTLockheed Martin CorpStock3,009$1.04M0.5%+85+2.9%AddedHistory
GLDSPDR Gold TrustETF6,077$998.0K0.5%−2,940−32.6%ReducedHistory
HDHome Depot, Inc.Stock2,998$984.0K0.5%−30−1.0%ReducedHistory
GISGeneral Mills IncStock16,398$981.0K0.5%+350+2.2%AddedHistory
NVSNovartis AGADR11,924$975.0K0.5%−149−1.2%ReducedHistory
WRKWestRock CoCOM19,564$975.0K0.5%+376+2.0%AddedHistory
UPSUnited Parcel Service IncStock5,350$974.0K0.5%−44−0.8%ReducedHistory
VZVerizon Communications IncStock17,801$962.0K0.5%−51−0.3%ReducedHistory
CSCOCisco Systems, Inc.Stock17,476$951.0K0.5%+2,100+13.7%AddedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF1,965$945.0K0.5%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock12,359$928.0K0.5%+990+8.7%AddedHistory
iShares Russell 2000 ETF464287655ETF4,195$918.0K0.5%+900+27.3%Added–
iShares MSCI Eafe ETF464287465ETF11,758$917.0K0.5%−427−3.5%Reduced–
iShares Core S&P 500 ETF464287200ETF2,098$904.0K0.5%−35−1.6%Reduced–
KOCoca Cola CoStock16,952$889.0K0.4%−425−2.4%ReducedHistory
TAT&T Inc.Stock31,518$851.0K0.4%−189−0.6%ReducedHistory
MAMastercard IncStock2,237$778.0K0.4%+6+0.3%AddedHistory
NEENextera Energy IncStock9,696$761.0K0.4%−96−1.0%ReducedHistory
BLKBlackRock, Inc.COM861$722.0K0.4%−20−2.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM11,907$700.0K0.4%−189−1.6%ReducedHistory
EMREmerson Electric CoStock7,257$684.0K0.3%−295−3.9%ReducedHistory
PYPLPayPal Holdings, Inc.Stock2,630$684.0K0.3%+17+0.7%AddedHistory
ORCLOracle CorpStock7,771$677.0K0.3%−100−1.3%ReducedHistory
FDXFedEx CorpStock3,042$667.0K0.3%+84+2.8%AddedHistory
PRUPrudential Financial IncStock6,279$661.0K0.3%+4+0.1%AddedHistory
ABBVAbbVie Inc.Stock6,072$655.0K0.3%00.0%UnchangedHistory
BABoeing CoStock2,959$651.0K0.3%+200+7.2%AddedHistory
NVDANVIDIA CorpStock3,136$650.0K0.3%+24+0.8%AddedConverted for a 4-for-1 splitHistory
KRKroger CoStock15,934$644.0K0.3%+584+3.8%AddedHistory
WMTWalmart Inc.Stock4,546$634.0K0.3%+730+19.1%AddedHistory
Invesco QQQ Trust Series I46090E103ETF1,767$633.0K0.3%00.0%Unchanged–
MDTMedtronic plcStock5,024$630.0K0.3%+5+0.1%AddedHistory
MMM3M CoStock3,558$624.0K0.3%+415+13.2%AddedHistory
DHRDanaher CorpStock2,013$613.0K0.3%+20+1.0%AddedHistory
RTXRTX CorpStock6,989$601.0K0.3%−35−0.5%ReducedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW6,910$601.0K0.3%+125+1.8%AddedHistory
CCitigroup IncStock8,539$599.0K0.3%+965+12.7%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF15,650$587.0K0.3%+4,200+36.7%Added–
BAXBaxter International IncStock7,220$581.0K0.3%−90−1.2%ReducedHistory
ADIAnalog Devices IncStock3,469$581.0K0.3%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock2,793$577.0K0.3%00.0%UnchangedHistory
LLYEli Lilly & CoStock2,475$572.0K0.3%−200−7.5%ReducedHistory
LINLinde PLCSHS1,927$565.0K0.3%00.0%UnchangedHistory
CTASCintas CorpStock1,480$563.0K0.3%−15−1.0%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF4,980$558.0K0.3%00.0%Unchanged–
DEDeere & CoStock1,649$553.0K0.3%−16−1.0%ReducedHistory
iShares Tr464287556ISHARES BIOTECH3,320$537.0K0.3%−250−7.0%Reduced–
BACBank of America CorpStock12,453$529.0K0.3%+855+7.4%AddedHistory

Sold out since Q2 2021 (2)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of LCNB Corp sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
PSXPhillips 66Stock2,890$248.0K0.1%History
DDDuPont de Nemours, Inc.COM2,642$205.0K0.1%History