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LCNB Corp

SEC CIK
0001074902
Latest filing
Aug 10, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
163
+4 vs. Q2 2022
Portfolio value
$184.0M
−$8.88M (−4.6%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of LCNB Corp in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core MSCI Eafe ETF46432F842ETF196,199$10.3M5.6%−713−0.4%Reduced–
LCNBLCNB CorpCOM526,602$8.35M4.5%+28,724+5.8%AddedHistory
PGProcter & Gamble CoStock58,156$7.34M4.0%+2,360+4.2%AddedHistory
MSFTMicrosoft CorpStock28,701$6.68M3.6%−338−1.2%ReducedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF115,572$6.45M3.5%+10,490+10.0%Added–
Schwab U.S. Large-Cap Value ETF808524409ETF108,221$6.33M3.4%+3,799+3.6%Added–
AAPLApple Inc.Stock37,896$5.24M2.8%−1,038−2.7%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT40,245$5.12M2.8%−2,121−5.0%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF97,928$4.21M2.3%+19,665+25.1%Added–
SPYSPDR S&P 500 ETF TrustETF10,429$3.73M2.0%+63+0.6%AddedHistory
iShares Tr464288281JPMORGAN USD EMG42,590$3.38M1.8%+80+0.2%Added–
JNJJohnson & JohnsonStock17,100$2.79M1.5%−760−4.3%ReducedHistory
CVXChevron CorpStock18,277$2.63M1.4%+264+1.5%AddedHistory
iShares Tr464287150CORE S&P TTL STK32,760$2.61M1.4%+5,950+22.2%Added–
GOOGAlphabet Inc.Stock26,875$2.58M1.4%+295+1.1%AddedConverted for a 20-for-1 splitHistory
PEPPepsiCo IncStock15,184$2.48M1.3%−55−0.4%ReducedHistory
GOOGLAlphabet Inc.Stock25,110$2.40M1.3%−1,230−4.7%ReducedConverted for a 20-for-1 splitHistory
CINFCincinnati Financial CorpCOM26,776$2.40M1.3%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW53,808$2.17M1.2%+4,664+9.5%AddedHistory
LOWLowes Companies IncStock11,461$2.15M1.2%+234+2.1%AddedHistory
iShares Tr464287689RUSSELL 3000 ETF10,057$2.08M1.1%−345−3.3%Reduced–
MRKMerck & Co., Inc.Stock22,745$1.96M1.1%+626+2.8%AddedHistory
HSYHershey CoCOM8,594$1.90M1.0%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF8,222$1.80M1.0%−200−2.4%Reduced–
DISWalt Disney CoStock17,322$1.63M0.9%−805−4.4%ReducedHistory
ABTAbbott LaboratoriesStock16,751$1.62M0.9%−215−1.3%ReducedHistory
AMZNAmazon Com IncStock13,810$1.56M0.8%+620+4.7%AddedHistory
PFEPfizer IncStock34,569$1.51M0.8%−1,040−2.9%ReducedHistory
JPMJPMorgan Chase & CoStock14,366$1.50M0.8%−894−5.9%ReducedHistory
AMGNAmgen IncStock6,213$1.40M0.8%+26+0.4%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF11,770$1.40M0.8%−225−1.9%Reduced–
TSLATesla, Inc.Stock5,109$1.35M0.7%00.0%UnchangedConverted for a 3-for-1 splitHistory
TJXTJX Companies IncStock21,489$1.33M0.7%−100−0.5%ReducedHistory
AVGOBroadcom Inc.Stock2,972$1.32M0.7%+5+0.2%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF14,751$1.29M0.7%−230−1.5%Reduced–
BRK.BBerkshire Hathaway IncStock4,750$1.27M0.7%−103−2.1%ReducedHistory
XOMExxonMobil Holdings CorpCOM14,364$1.25M0.7%+390+2.8%AddedHistory
MCDMcDonalds CorpStock5,312$1.23M0.7%−44−0.8%ReducedHistory
ADPAutomatic Data Processing IncStock5,384$1.22M0.7%+11+0.2%AddedHistory
DUKDuke Energy CORPStock12,443$1.16M0.6%+240+2.0%AddedHistory
INTCIntel CorpStock43,323$1.12M0.6%−872−2.0%ReducedHistory
LMTLockheed Martin CorpStock2,873$1.11M0.6%−100−3.4%ReducedHistory
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY23,622$1.11M0.6%+23,622New–
WisdomTree Tr97717W109US TOTAL DIVIDND20,088$1.09M0.6%+2,000+11.1%Added–
ABBVAbbVie Inc.Stock7,810$1.05M0.6%00.0%UnchangedHistory
SBUXStarbucks CorpStock12,334$1.04M0.6%−385−3.0%ReducedHistory
LLYEli Lilly & CoStock3,140$1.01M0.6%00.0%UnchangedHistory
ACNAccenture plcStock3,898$1.00M0.5%−88−2.2%ReducedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF8,250$999.0K0.5%−225−2.7%Reduced–
GLDSPDR Gold TrustETF6,457$999.0K0.5%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS16,980$990.0K0.5%+3,170+23.0%Added–
ETNEaton Corp plcStock7,285$972.0K0.5%+240+3.4%AddedHistory
ENBEnbridge IncStock26,068$967.0K0.5%−50.0%ReducedHistory
NVSNovartis AGADR12,421$944.0K0.5%−325−2.5%ReducedHistory
iShares MSCI India ETF46429B598ETF23,096$942.0K0.5%−218−0.9%Reduced–
NKENIKE, Inc.Stock10,972$912.0K0.5%−47−0.4%ReducedHistory
KOCoca Cola CoStock16,224$909.0K0.5%−637−3.8%ReducedHistory
UPSUnited Parcel Service IncStock5,605$905.0K0.5%+135+2.5%AddedHistory
iShares Tr464288612INTRM GOV CR ETF8,500$864.0K0.5%00.0%Unchanged–
MAMastercard IncStock3,003$854.0K0.5%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF13,573$844.0K0.5%00.0%Unchanged–
HONHoneywell International IncCOM5,052$844.0K0.5%+50+1.0%AddedHistory
TROWPrice T Rowe Group IncStock7,929$833.0K0.5%−125−1.6%ReducedHistory
LRCXLam Research CorpCOM2,265$829.0K0.5%+45+2.0%AddedHistory
GISGeneral Mills IncStock10,810$828.0K0.4%−6,140−36.2%ReducedHistory
KRKroger CoStock18,575$813.0K0.4%−150−0.8%ReducedHistory
HDHome Depot, Inc.Stock2,906$802.0K0.4%−70−2.4%ReducedHistory
PYPLPayPal Holdings, Inc.Stock9,105$784.0K0.4%+425+4.9%AddedHistory
iShares Core S&P 500 ETF464287200ETF2,156$773.0K0.4%+25+1.2%Added–
DEDeere & CoStock2,237$747.0K0.4%00.0%UnchangedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF1,850$743.0K0.4%−10−0.5%ReducedHistory
Invesco Actively Managed Exc46090A705S&P500 DOWNSID21,083$717.0K0.4%−6,650−24.0%Reduced–
NEENextera Energy IncStock9,040$709.0K0.4%−362−3.9%ReducedHistory
iShares Russell 2000 ETF464287655ETF4,176$689.0K0.4%−106−2.5%Reduced–
iShares MSCI USA Min Vol Factor ETF46429B697ETF10,398$687.0K0.4%−500−4.6%Reduced–
Vanguard Intermediate-Term Bond ETF921937819ETF9,190$675.0K0.4%−35−0.4%Reduced–
CHRWC. H. Robinson Worldwide, Inc.COM NEW6,970$671.0K0.4%−100−1.4%ReducedHistory
WMTWalmart Inc.Stock5,100$661.0K0.4%+112+2.2%AddedHistory
EMREmerson Electric CoStock9,005$659.0K0.4%+766+9.3%AddedHistory
CSCOCisco Systems, Inc.Stock15,902$636.0K0.3%−966−5.7%ReducedHistory
PRUPrudential Financial IncStock7,140$612.0K0.3%−140−1.9%ReducedHistory
RTXRTX CorpStock7,389$605.0K0.3%−300−3.9%ReducedHistory
BMYBristol Myers Squibb CoStock8,462$602.0K0.3%−312−3.6%ReducedHistory
iShares MSCI Eafe ETF464287465ETF10,561$592.0K0.3%−750−6.6%Reduced–
iShares Tips Bond ETF464287176ETF5,527$580.0K0.3%+340+6.6%Added–
VZVerizon Communications IncStock15,194$576.0K0.3%−1,565−9.3%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF5,968$575.0K0.3%+612+11.4%Added–
WRKWestRock CoCOM18,432$569.0K0.3%−495−2.6%ReducedHistory
MDTMedtronic plcStock6,989$564.0K0.3%+313+4.7%AddedHistory
MDLZMondelez International, Inc.Stock9,998$548.0K0.3%+125+1.3%AddedHistory
ITWIllinois Tool Works IncStock2,966$536.0K0.3%+11+0.4%AddedHistory
NSCNorfolk Southern CorpStock2,542$533.0K0.3%+10+0.4%AddedHistory
CAHCardinal Health IncStock7,959$531.0K0.3%00.0%UnchangedHistory
LINLinde PLCSHS1,951$526.0K0.3%00.0%UnchangedHistory
ADIAnalog Devices IncStock3,639$507.0K0.3%+16+0.4%AddedHistory
CTASCintas CorpStock1,304$506.0K0.3%−150−10.3%ReducedHistory
CFRCullen/Frost Bankers, Inc.COM3,700$489.0K0.3%00.0%UnchangedHistory
ORCLOracle CorpStock7,943$485.0K0.3%+550+7.4%AddedHistory
FDXFedEx CorpStock3,197$475.0K0.3%−35−1.1%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF1,767$472.0K0.3%00.0%Unchanged–

Sold out since Q2 2022 (4)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of LCNB Corp sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
iShares Russell Mid-Cap Value ETF464287473ETF2,572$261.0K0.1%–
Vanguard Ftse Emerging Markets ETF922042858ETF5,583$233.0K0.1%–
CCitigroup IncStock4,716$217.0K0.1%History
AMTAmerican Tower CorpREIT815$208.0K0.1%History