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LCNB Corp

SEC CIK
0001074902
Latest filing
Aug 10, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
156
−1 vs. Q3 2021
Portfolio value
$218.8M
+$20.7M (+10.5%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of LCNB Corp in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core MSCI Eafe ETF46432F842ETF191,726$14.3M6.5%+3,437+1.8%Added–
LCNBLCNB CorpCOM521,188$10.2M4.7%+31,500+6.4%AddedHistory
MSFTMicrosoft CorpStock28,446$9.57M4.4%−173−0.6%ReducedHistory
PGProcter & Gamble CoStock55,201$9.03M4.1%−38−0.1%ReducedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF100,476$7.36M3.4%+6,646+7.1%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT43,646$7.10M3.2%−410−0.9%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF42,226$6.92M3.2%−3,532−7.7%Reduced–
AAPLApple Inc.Stock36,425$6.47M3.0%+418+1.2%AddedHistory
SPYSPDR S&P 500 ETF TrustETF10,123$4.81M2.2%+328+3.3%AddedHistory
GOOGAlphabet Inc.Stock1,375$3.98M1.8%−12−0.9%ReducedHistory
GOOGLAlphabet Inc.Stock1,337$3.87M1.8%+1+0.1%AddedHistory
CINFCincinnati Financial CorpCOM27,029$3.08M1.4%+1,857+7.4%AddedHistory
iShares Tr464287689RUSSELL 3000 ETF11,077$3.07M1.4%−340−3.0%Reduced–
JNJJohnson & JohnsonStock17,151$2.93M1.3%+421+2.5%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF49,022$2.93M1.3%+762+1.6%Added–
LOWLowes Companies IncStock11,050$2.86M1.3%−33−0.3%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF9,378$2.65M1.2%−690−6.9%Reduced–
iShares Tr464287150CORE S&P TTL STK24,660$2.64M1.2%−250−1.0%Reduced–
PEPPepsiCo IncStock14,460$2.51M1.1%+72+0.5%AddedHistory
ABTAbbott LaboratoriesStock17,087$2.40M1.1%−306−1.8%ReducedHistory
USBUS Bancorp DECOM NEW42,431$2.38M1.1%+188+0.4%AddedHistory
JPMJPMorgan Chase & CoStock14,920$2.36M1.1%+795+5.6%AddedHistory
DISWalt Disney CoStock14,680$2.27M1.0%+128+0.9%AddedHistory
AVGOBroadcom Inc.Stock3,362$2.24M1.0%+296+9.7%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF12,495$2.17M1.0%00.0%Unchanged–
PFEPfizer IncStock35,756$2.11M1.0%+1,280+3.7%AddedHistory
CVXChevron CorpStock17,983$2.11M1.0%+147+0.8%AddedHistory
AMZNAmazon Com IncStock624$2.08M1.0%+4+0.6%AddedHistory
INTCIntel CorpStock39,519$2.04M0.9%+2,562+6.9%AddedHistory
NKENIKE, Inc.Stock11,484$1.91M0.9%−432−3.6%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF16,082$1.84M0.8%−915−5.4%Reduced–
TSLATesla, Inc.Stock1,703$1.80M0.8%−100−5.5%ReducedHistory
HSYHershey CoCOM8,570$1.66M0.8%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock21,509$1.65M0.8%+9,150+74.0%AddedHistory
ACNAccenture plcStock3,852$1.60M0.7%−85−2.2%ReducedHistory
AAAUGoldman Sachs Physical Gold ETFUNIT85,702$1.56M0.7%+3,499+4.3%AddedHistory
SBUXStarbucks CorpStock12,991$1.52M0.7%−420−3.1%ReducedHistory
LRCXLam Research CorpCOM2,054$1.48M0.7%−90−4.2%ReducedHistory
MCDMcDonalds CorpStock5,416$1.45M0.7%+153+2.9%AddedHistory
TJXTJX Companies IncStock19,089$1.45M0.7%+233+1.2%AddedHistory
TROWPrice T Rowe Group IncStock7,291$1.43M0.7%−96−1.3%ReducedHistory
ADPAutomatic Data Processing IncStock5,465$1.35M0.6%−16−0.3%ReducedHistory
AMGNAmgen IncStock5,841$1.31M0.6%+316+5.7%AddedHistory
HDHome Depot, Inc.Stock3,110$1.29M0.6%+112+3.7%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF15,616$1.26M0.6%−1,876−10.7%Reduced–
ETNEaton Corp plcStock7,290$1.26M0.6%−225−3.0%ReducedHistory
BRK.BBerkshire Hathaway IncStock4,212$1.26M0.6%00.0%UnchangedHistory
DUKDuke Energy CORPStock11,363$1.19M0.5%00.0%UnchangedHistory
GISGeneral Mills IncStock17,660$1.19M0.5%+1,262+7.7%AddedHistory
iShares Russell Midcap ETF464287499ETF14,171$1.18M0.5%+268+1.9%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF8,325$1.17M0.5%00.0%Unchanged–
UPSUnited Parcel Service IncStock5,462$1.17M0.5%+112+2.1%AddedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF13,325$1.17M0.5%−85−0.6%Reduced–
WisdomTree Tr97717W109US TOTAL DIVIDND17,588$1.14M0.5%−450−2.5%ReducedConverted for a 2-for-1 split–
CSCOCisco Systems, Inc.Stock17,738$1.12M0.5%+262+1.5%AddedHistory
LMTLockheed Martin CorpStock3,059$1.09M0.5%+50+1.7%AddedHistory
GLDSPDR Gold TrustETF6,307$1.08M0.5%+230+3.8%AddedHistory
HONHoneywell International IncCOM5,124$1.07M0.5%+79+1.6%AddedHistory
NVSNovartis AGADR11,955$1.05M0.5%+31+0.3%AddedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF1,910$989.0K0.5%−55−2.8%ReducedHistory
KOCoca Cola CoStock16,442$974.0K0.4%−510−3.0%ReducedHistory
iShares Core S&P 500 ETF464287200ETF2,041$974.0K0.4%−57−2.7%Reduced–
ENBEnbridge IncStock24,782$968.0K0.4%−1,743−6.6%ReducedHistory
VZVerizon Communications IncStock18,605$967.0K0.4%+804+4.5%AddedHistory
iShares Russell 2000 ETF464287655ETF4,317$960.0K0.4%+122+2.9%Added–
iShares MSCI Eafe ETF464287465ETF12,164$957.0K0.4%+406+3.5%Added–
NVDANVIDIA CorpStock3,020$888.0K0.4%−116−3.7%ReducedHistory
NEENextera Energy IncStock9,506$887.0K0.4%−190−2.0%ReducedHistory
WRKWestRock CoCOM19,127$848.0K0.4%−437−2.2%ReducedHistory
ABBVAbbVie Inc.Stock6,249$846.0K0.4%+177+2.9%AddedHistory
NSCNorfolk Southern CorpStock2,682$798.0K0.4%+654+32.2%AddedHistory
MAMastercard IncStock2,212$795.0K0.4%−25−1.1%ReducedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW7,385$795.0K0.4%+475+6.9%AddedHistory
FDXFedEx CorpStock3,053$790.0K0.4%+11+0.4%AddedHistory
TAT&T Inc.Stock30,126$741.0K0.3%−1,392−4.4%ReducedHistory
KRKroger CoStock16,275$737.0K0.3%+341+2.1%AddedHistory
BLKBlackRock, Inc.COM799$732.0K0.3%−62−7.2%ReducedHistory
XOMExxonMobil Holdings CorpCOM11,933$730.0K0.3%+26+0.2%AddedHistory
PRUPrudential Financial IncStock6,720$727.0K0.3%+441+7.0%AddedHistory
ITWIllinois Tool Works IncStock2,888$713.0K0.3%+95+3.4%AddedHistory
Invesco QQQ Trust Series I46090E103ETF1,767$703.0K0.3%00.0%Unchanged–
LLYEli Lilly & CoStock2,475$684.0K0.3%00.0%UnchangedHistory
LINLinde PLCSHS1,960$679.0K0.3%+33+1.7%AddedHistory
MDLZMondelez International, Inc.Stock10,202$676.0K0.3%+1,250+14.0%AddedHistory
MMM3M CoStock3,780$671.0K0.3%+222+6.2%AddedHistory
CTASCintas CorpStock1,489$660.0K0.3%+9+0.6%AddedHistory
ORCLOracle CorpStock7,497$654.0K0.3%−274−3.5%ReducedHistory
WMTWalmart Inc.Stock4,484$649.0K0.3%−62−1.4%ReducedHistory
DEDeere & CoStock1,890$648.0K0.3%+241+14.6%AddedHistory
iShares Tips Bond ETF464287176ETF4,891$632.0K0.3%+1,311+36.6%Added–
ADIAnalog Devices IncStock3,553$625.0K0.3%+84+2.4%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF15,950$623.0K0.3%+300+1.9%Added–
RTXRTX CorpStock7,183$618.0K0.3%+194+2.8%AddedHistory
BABoeing CoStock3,034$611.0K0.3%+75+2.5%AddedHistory
DHRDanaher CorpStock1,856$611.0K0.3%−157−7.8%ReducedHistory
TSCOTractor Supply CoCOM2,560$611.0K0.3%00.0%UnchangedHistory
EMREmerson Electric CoStock6,558$610.0K0.3%−699−9.6%ReducedHistory
BAXBaxter International IncStock6,985$600.0K0.3%−235−3.3%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF4,960$571.0K0.3%−20−0.4%Reduced–
CATCaterpillar IncStock2,717$562.0K0.3%+392+16.9%AddedHistory

Sold out since Q3 2021 (5)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of LCNB Corp sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
TFSLTFS Financial CORPCOM13,000$248.0K0.1%History
ESSAESSA Bancorp, Inc.COM15,000$247.0K0.1%History
SYYSysco CorpStock2,815$221.0K0.1%History
KSUKansas City SouthernCOM NEW776$210.0K0.1%History
ISBCInvestors Bancorp, Inc.COM10,455$158.0K0.1%History