LCNB CORP
BankRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 61.8%; sector active share 36.2% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
184 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 44.8% | $145,932,669 |
| Technology | 17.7% | $57,464,370 |
| Financial Services | 9.8% | $31,742,065 |
| Healthcare | 5.9% | $19,147,867 |
| Industrials | 5.4% | $17,482,837 |
| Communication Services | 5.3% | $17,145,211 |
| Consumer Defensive | 4.4% | $14,401,219 |
| Consumer Cyclical | 3.7% | $12,088,982 |
| Energy | 1.3% | $4,290,837 |
| Utilities | 1.1% | $3,451,368 |
| Basic Materials | 0.5% | $1,523,238 |
| Real Estate | 0.2% | $769,882 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FLOT | iShares Floating Rate Bond ETF | +28,166 | 72,295 | $3,690,659 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | +5,373 | 632,901 | $21,417,369 | |
| DAPR | FT Vest U.S. Equity Deep Buffer ETF - April | +4,350 | 34,219 | $1,398,872 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | +3,200 | 25,321 | $1,493,432 | |
| IEMG | iShares Trust | +3,050 | 9,417 | $780,104 | |
| IWF | iShares Russell 1000 Growth ETF | +3,010 | 4,014 | $498,418 | |
| TLT | iShares 20+ Year Treasury Bond ETF | +2,850 | 9,100 | $786,422 | |
| IEFA | iShares Core MSCI EAFE ETF | +2,752 | 255,285 | $24,655,425 | |
| USB | US Bancorp De | +2,170 | 40,500 | $2,446,200 | |
| IEV | iShares Europe ETF | +1,400 | 9,450 | $688,432 | |
| IWV | iShares Russell 3000 ETF | +1,250 | 23,748 | $10,126,147 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | +1,200 | 6,450 | $292,443 | |
| MDLZ | Mondelez International, Inc. | +720 | 11,245 | $650,410 | |
| AMZN | Amazon Com Inc | +273 | 12,552 | $2,991,643 | |
| GD | General Dynamics Corp | +156 | 1,891 | $669,867 | |
| DIS | Walt Disney Co | +124 | 9,375 | $902,343 | |
| VIG | Vanguard Specialized Funds | +98 | 5,898 | $1,395,584 | |
| BAC | Bank Of America Corp /De/ | +95 | 9,400 | $535,612 | |
| UNP | Union Pacific Corp | +84 | 1,583 | $430,576 | |
| IWM | iShares Russell 2000 ETF | +75 | 5,489 | $1,649,170 | |
| — | +75 | 1,720 | $327,126 | ||
| VB | Vanguard Index Funds | +50 | 1,925 | $583,506 | |
| MS | Morgan Stanley | +32 | 2,166 | $452,780 | |
| HD | Home Depot, Inc. | +30 | 3,691 | $1,301,741 | |
| ABBV | AbbVie Inc. | +20 | 7,943 | $1,998,776 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHV | Schwab U.S. Large-Cap Value ETF | −11,429 | 641,729 | $22,338,586 | |
| FTLS | First Trust Long/Short Equity ETF | −6,478 | 83,934 | $6,194,329 | |
| DOCT | FT Vest U.S. Equity Deep Buffer ETF - October | −4,834 | 122,306 | $5,709,244 | |
| GPK | Graphic Packaging Holding Co | −3,544 | 26,332 | $278,329 | |
| LCNB | Lcnb Corp | −3,500 | 505,963 | $8,899,888 | |
| GLW | Corning Inc /Ny | −2,585 | 15,890 | $4,058,782 | |
| HON | Honeywell International Inc | −2,065 | 2,178 | $487,654 | |
| FITB | Fifth Third Bancorp | −2,050 | 15,205 | $857,105 | |
| CMCSA | Comcast Corp | −1,985 | 10,598 | $260,180 | |
| CSCO | Cisco Systems, Inc. | −1,950 | 15,545 | $1,825,915 | |
| DTD | WisdomTree U.S. Total Dividend Fund | −1,656 | 31,727 | $2,958,542 | |
| PG | PROCTER & GAMBLE Co | −1,575 | 49,858 | $7,311,177 | |
| AVGO | Broadcom Inc. | −1,523 | 17,425 | $6,582,293 | |
| GOOGL | Alphabet Inc. | −1,498 | 20,238 | $7,232,454 | |
| CFG | Citizens Financial Group Inc/Ri | −1,365 | 4,440 | $311,110 | |
| VZ | Verizon Communications Inc | −1,176 | 12,497 | $529,122 | |
| LRCX | Lam Research Corp | −1,103 | 17,506 | $7,585,874 | |
| SWKS | Skyworks Solutions, Inc. | −1,100 | 3,602 | $244,215 | |
| MDT | Medtronic plc | −1,100 | 6,572 | $514,127 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | −1,098 | 27,310 | $2,703,143 | |
| MPC | Marathon Petroleum Corp | −950 | 1,949 | $498,300 | |
| AAPL | Apple Inc. | −917 | 33,222 | $9,613,117 | |
| KO | Coca Cola Co | −912 | 13,362 | $1,085,929 | |
| QCOM | Qualcomm Inc/De | −904 | 1,624 | $300,098 | |
| MRK | Merck & Co., Inc. | −889 | 26,283 | $3,377,365 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 13,959 | $2,368,283 | |
| O | Realty Income Corp | 4,723 | $288,953 | |
| TSCO | Tractor Supply Co /De/ | 5,019 | $227,360 | |
| AEP | American Electric Power Co Inc | 1,693 | $221,918 | |
| EMN | Eastman Chemical Co | 2,902 | $221,480 | |
| BKNG | Booking Holdings Inc. | 51 | $214,726 | |
| MKC | Mccormick & Co Inc | 4,143 | $208,972 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 255,285 | $24,655,425 | 7.58% | |
| SCHV |
Schwab U.S. Large-Cap Value ETF
|
Reduced | 641,729 | $22,338,586 | 6.86% | |
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
Added | 632,901 | $21,417,369 | 6.58% | |
| IWV |
iShares Russell 3000 ETF
|
Added | 23,748 | $10,126,147 | 3.11% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 33,222 | $9,613,117 | 2.95% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 25,008 | $9,328,484 | 2.87% | |
| LCNB |
Lcnb Corp
Financial Services
|
Reduced | 505,963 | $8,899,888 | 2.73% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 10,409 | $7,773,128 | 2.39% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 17,506 | $7,585,874 | 2.33% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 21,077 | $7,447,136 | 2.29% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 49,858 | $7,311,177 | 2.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 20,238 | $7,232,454 | 2.22% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 33,484 | $6,699,813 | 2.06% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 17,425 | $6,582,293 | 2.02% | |
| FTLS |
First Trust Long/Short Equity ETF
|
Reduced | 83,934 | $6,194,329 | 1.90% | |
| DOCT |
FT Vest U.S. Equity Deep Buffer ETF - October
|
Reduced | 122,306 | $5,709,244 | 1.75% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Reduced | 21,930 | $4,060,120 | 1.25% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 15,890 | $4,058,782 | 1.25% | |
| FLOT |
iShares Floating Rate Bond ETF
|
Added | 72,295 | $3,690,659 | 1.13% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 11,238 | $3,678,534 | 1.13% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 26,283 | $3,377,365 | 1.04% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 12,559 | $3,189,609 | 0.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 12,552 | $2,991,643 | 0.92% | |
| DTD |
WisdomTree U.S. Total Dividend Fund
|
Reduced | 31,727 | $2,958,542 | 0.91% | |
| INDA |
iShares MSCI India ETF
|
Reduced | 54,945 | $2,713,733 | 0.83% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Reduced | 27,310 | $2,703,143 | 0.83% | |
| IWR |
iShares Russell Mid-Cap ETF
|
Reduced | 22,673 | $2,501,285 | 0.77% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 32,148 | $2,478,932 | 0.76% | |
| USB |
US Bancorp De
Financial Services
|
Added | 40,500 | $2,446,200 | 0.75% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 6,635 | $2,402,666 | 0.74% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,581 | $2,292,286 | 0.70% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 15,041 | $2,278,711 | 0.70% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,804 | $2,163,771 | 0.66% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 7,943 | $1,998,776 | 0.61% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 11,707 | $1,940,552 | 0.60% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 8,747 | $1,928,626 | 0.59% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 15,545 | $1,825,915 | 0.56% | |
| GLD |
Spdr Gold Trust
|
Reduced | 4,877 | $1,796,589 | 0.55% | |
| INTC |
Intel Corp
Technology
|
Reduced | 12,690 | $1,771,904 | 0.54% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Held | 11,657 | $1,728,849 | 0.53% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 2,243 | $1,679,760 | 0.52% | |
| IWM |
iShares Russell 2000 ETF
|
Added | 5,489 | $1,649,170 | 0.51% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 13,898 | $1,574,087 | 0.48% | |
| DE |
Deere & Co
Industrials
|
Reduced | 2,433 | $1,543,324 | 0.47% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 3,572 | $1,522,100 | 0.47% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Added | 25,321 | $1,493,432 | 0.46% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,397 | $1,487,665 | 0.46% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 11,397 | $1,442,632 | 0.44% | |
| DAPR |
FT Vest U.S. Equity Deep Buffer ETF - April
|
Added | 34,219 | $1,398,872 | 0.43% | |
| VIG |
Vanguard Specialized Funds
|
Added | 5,898 | $1,395,584 | 0.43% |
Showing the top 50 of 184 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.