Axim Planning & Wealth
Top Portfolio Positions
47 positions ·
$62,481,030 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| EH |
EHang Holdings Ltd
Industrials
|
4,112,060 | $39,928,102 | 63.90% | |
| HPF |
John Hancock Preferred Income Fund II
Financial Services
|
272,251 | $4,249,838 | 6.80% | |
| NIO |
NIO Inc.
Consumer Cyclical
|
190,294 | $1,147,472 | 1.84% | |
| MSFT |
Microsoft Corp
Technology
|
2,497 | $924,314 | 1.48% | |
| CLF |
Cleveland-Cliffs Inc.
Basic Materials
|
99,376 | $839,727 | 1.34% | |
| USB |
US Bancorp De
Financial Services
|
15,722 | $817,701 | 1.31% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
5,595 | $808,141 | 1.29% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
4,075 | $673,760 | 1.08% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
9,599 | $633,438 | 1.01% | |
| CAT |
Caterpillar Inc
Industrials
|
832 | $589,438 | 0.94% |
Portfolio Trend
16 quarters · across all stocks
Holdings in LCNB
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $179,285 | 11,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $188,485 | 11,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $172,385 | 11,500 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $167,095 | 11,500 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $170,085 | 11,500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $173,995 | 11,500 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $173,305 | 11,500 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $159,965 | 11,500 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $183,310 | 11,500 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $181,355 | 11,500 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $164,105 | 11,500 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $169,740 | 11,500 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $187,910 | 11,500 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $207,000 | 11,500 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $182,390 | 11,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $171,925 | 11,500 | Shares | Sole | 2022-10-13 | |
| No 13F history on record for this holder in this stock. | ||||||