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LCNB CORP

Bank
Location
LEBANON, OH
Portfolio Value
Small $325,440,545
Diversification
Diversified
Filing Date
Global Rank
#4,846 / 8,811 ▲ 148
Top Industry
Semiconductors 10.8%
Period ended 4 months ago
Filed Aug 10, 2026 · 2mo
26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Bank
SEC filer profile, Oct 17, 2026
SIC code
6021

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style
Diversified active
Top 10 weight 55.1%, 15.4 effective positions, active share 61.8% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
9.4% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 23.1 quarters (12+), a floor since 76.8% of the book was already held when coverage starts

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.

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Portfolio Concentration

184 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
18.9%
+2.4 pts
Top 5
43.2%
+11.1 pts
Top 10
55.1%
+9.3 pts
HHI
650
Sep 2023 → Jun 2026 · range 218 – 650
Diversified+240

Portfolio Trend

26 quarters · across all stocks

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

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
— +75 1,720 $327,126

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
5 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
7 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
184 tracked positions · $325,440,545 total · filing declares 187 positions · $325,964,421 · as of Jun 30, 2026
Showing 1–50 of 184 positions by value · page 1 of 4
Ticker Company Shares Value (USD) % of Portfolio History

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.