LCNB CORP
•CIK: 1074902•Filing: Q4 2025
**LCNB CORP** manages $298M across a diversified portfolio of 189 positions. The fund exhibits a clear focus on broad market exposure, evidenced by top holdings including IEFA ($20.8M) and SCHG ($20.4M). Significant allocations are maintained in core sectors, notably SCHV ($19.3M) and technology leaders such as MSFT ($12.1M) and AAPL ($9.1M). This structure suggests a systematic approach combining global index exposure with concentrated bets on established mega-cap names.
Total AUM
$298.5M
QoQ Performance
+4.4%
Positions
188
Top 10 Concentration
40.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IEFA
SCHG
SCHV
IEFA7.0%
SCHG6.8%
SCHV6.5%
MSFT4.1%
AAPL3.1%
PG2.9%
LCNB2.8%
IWV2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.6%
Technology19.6%
Healthcare5.1%
Financial4.4%
Consumer3.7%
ETF2.8%
Industrial2.8%
Consumer Staples1.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑57 increased
↓61 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023