LCNB CORP

data from 30/09/2025

Capitalization

$ 285.817 M 0.56 %

Average holding period

23 ans

Performance

$ 153.537 M 87.52 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in LCNB CORP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SCHG Schwab US Large Cap Growth ETF 7.22% 20.639 M $ 646778 2018/06/30 1.610 M $ 9.24 %
2025/09/30 IEFA IShares Inc. TR Core MSCI EAFE ETF 7.00% 20.015 M $ 229235 2016/12/31 860.110 K $ 4.59 %
2025/09/30 SCHV Schwab US Large Cap Value ETF 6.65% 19.011 M $ 653058 2018/06/30 790.178 K $ 5.20 %
2025/09/30 MSFT Microsoft Corp. 4.44% 12.681 M $ 24483 2016/12/31 510.377 K $ 4.13 %
2025/09/30 PG Procter & Gamble Co. 3.29% 9.408 M $ 61229 2016/12/31 -425.045 K $ -3.56 %
2025/09/30 IWV IShares TR Russell 3000 ETF 2.87% 8.201 M $ 21643 2016/12/31 616.579 K $ 7.96 %
2025/09/30 AAPL Apple Inc. 2.85% 8.156 M $ 32030 2016/12/31 1.626 M $ 24.11 %
2025/09/30 LCNB LCNB Corp. 2.63% 7.525 M $ 501988 2016/12/31 230.914 K $ 3.17 %
2025/09/30 AVGO Broadcom Ltd. 2.34% 6.681 M $ 20250 2020/03/31 1.177 M $ 19.68 %
2025/09/30 NVDA Nvidia Corp 2.27% 6.485 M $ 34755 2020/03/31 1.013 M $ 18.10 %
2025/09/30 SPY SPDR S&P 500 Trust ETF 2.25% 6.443 M $ 9671 2017/12/31 468.366 K $ 7.82 %
2025/09/30 GOOG Alphabet Inc. 1.91% 5.468 M $ 22453 2016/12/31 1.519 M $ 37.30 %
2025/09/30 DOCT FT Vest U.S. Equity Deep Buffer ETF - Oct 1.88% 5.366 M $ 124208 2024/09/30 245.963 K $ 5.19 %
2025/09/30 GOOGL Alphabet Inc. 1.76% 5.042 M $ 20741 2016/12/31 1.415 M $ 37.94 %
2025/09/30 FTLS First Trust Long/Short Equity ETF 1.43% 4.075 M $ 58259 2022/09/30 169.594 K $ 5.54 %
2025/09/30 CINF Cincinnati Financial Corp 1.28% 3.666 M $ 23186 2016/12/31 213.765 K $ 6.16 %
2025/09/30 JPM JP Morgan Chase Co. 1.28% 3.645 M $ 11555 2016/12/31 311.599 K $ 8.80 %
2025/09/30 LRCX Lam Research Corporation 1.01% 2.889 M $ 21579 2024/12/31 793.498 K $ 37.56 %
2025/09/30 INDA IShares MSCI India ETF 1.00% 2.867 M $ 55077 2022/03/31 -194.661 K $ -6.50 %
2025/09/30 DTD WisdomTree US Total Dividend Fund 0.98% 2.804 M $ 33383 2016/12/31 109.164 K $ 5.63 %
2025/09/30 AMZN Amazon.com Inc 0.88% 2.511 M $ 11436 2018/03/31 2.105 K $ 0.08 %
2025/09/30 MRK Merck and Co Inc. 0.86% 2.460 M $ 29316 2016/12/31 143.634 K $ 6.03 %
2025/09/30 AGG IShares Core US Aggregate Bond Fund 0.86% 2.455 M $ 24484 2016/12/31 23.678 K $ 1.06 %
2025/09/30 JNJ Johnson & Johnson 0.83% 2.380 M $ 12835 2016/12/31 425.886 K $ 21.39 %
2025/09/30 BRK-B Berkshire Hathaway Inc. 0.81% 2.310 M $ 4595 2016/12/31 79.928 K $ 3.49 %
2025/09/30 LOW Lowes Co Inc. 0.79% 2.249 M $ 8949 2016/12/31 267.874 K $ 13.27 %
2025/09/30 TJX TJX Companies Inc. 0.78% 2.226 M $ 15401 2016/12/31 338.926 K $ 17.05 %
2025/09/30 IWR IShares TR Russell Mid Cap ETF 0.77% 2.208 M $ 22871 2017/12/31 101.534 K $ 4.98 %
2025/09/30 ABT Abbott Laboratories 0.72% 2.060 M $ 15377 2016/12/31 -32.886 K $ -1.52 %
2025/09/30 IJH IShares TR Core S&P Mid Cap ETF 0.72% 2.046 M $ 31355 2016/12/31 109.690 K $ 5.22 %
2025/09/30 GLD SPDR Gold TR 0.68% 1.949 M $ 5482 2019/09/30 292.800 K $ 16.61 %
2025/09/30 AMGN Amgen Inc. 0.68% 1.942 M $ 6882 2016/12/31 21.249 K $ 1.07 %
2025/09/30 CVX Chevron Corporation 0.65% 1.860 M $ 11980 2016/12/31 263.937 K $ 8.45 %
2025/09/30 USB U.S. Bancorp 0.65% 1.854 M $ 38366 2016/12/31 194.930 K $ 6.81 %
2025/09/30 ABBV Abbvie Inc. 0.61% 1.732 M $ 7482 2016/12/31 343.573 K $ 24.74 %
2025/09/30 ADP Automatic Data Processing 0.57% 1.625 M $ 5536 2016/12/31 -83.976 K $ -4.83 %
2025/09/30 MCD McDonalds Corp. 0.53% 1.511 M $ 4973 2016/12/31 59.561 K $ 4.01 %
2025/09/30 WMT Walmart Inc. 0.52% 1.484 M $ 14400 2018/06/30 76.032 K $ 5.40 %
2025/09/30 ORCL Oracle Corporation 0.52% 1.483 M $ 5273 2016/12/31 358.943 K $ 28.64 %
2025/09/30 HD Home Depot Inc. 0.51% 1.467 M $ 3620 2017/09/30 140.977 K $ 10.51 %
2025/09/30 ETN Eaton Corp. 0.51% 1.455 M $ 3888 2016/12/31 73.890 K $ 4.83 %
2025/09/30 PEP Pepsico Inc. 0.51% 1.448 M $ 10311 2016/12/31 135.332 K $ 6.36 %
2025/09/30 XOM Exxon Mobil Corp. 0.51% 1.444 M $ 12806 2016/12/31 96.015 K $ 4.59 %
2025/09/30 GLW Corning Inc. 0.51% 1.443 M $ 17595 2022/12/31 557.740 K $ 55.98 %
2025/09/30 DUK Duke Energy Holding Corp. 0.49% 1.405 M $ 11352 2018/06/30 65.849 K $ 4.87 %
2025/09/30 IJR IShares TR Core S&P Small Cap ETF 0.48% 1.385 M $ 11659 2016/12/31 116.693 K $ 8.73 %
2025/09/30 LLY Eli Lilly Co. 0.47% 1.351 M $ 1770 2019/12/31 -30.497 K $ -2.12 %
2025/09/30 IBM International Business Machines Corp. 0.46% 1.324 M $ 4693 2016/12/31 -54.303 K $ -4.28 %
2025/09/30 IVV IShares Core S&P 500 ETF 0.46% 1.318 M $ 1969 2016/12/31 161.849 K $ 7.80 %
2025/09/30 VGIT Vanguard Intermediate-Term Treasury 0.45% 1.284 M $ 21386 2022/03/31 4.704 K $ 0.37 %
2025/09/30 VIG Vanguard Dividend Appreciation ETF 0.45% 1.275 M $ 5907 2025/06/30 13.877 K $ 5.43 %
2025/09/30 IWM IShares TR Russell 2000 ETF 0.43% 1.225 M $ 5064 2017/12/31 132.524 K $ 12.13 %
2025/09/30 DAPR FT Vest US Equity Deep Buffer ETF - April 0.42% 1.212 M $ 31378 2024/06/30 29.739 K $ 2.47 %
2025/09/30 EMR Emerson Electric Co. 0.42% 1.209 M $ 9215 2016/12/31 -19.919 K $ -1.61 %
2025/09/30 ACN Accenture PLC 0.42% 1.205 M $ 4886 2016/12/31 -258.626 K $ -17.49 %
2025/09/30 NVS Novartis AG ADR 0.41% 1.184 M $ 9231 2016/12/31 67.390 K $ 5.97 %
2025/09/30 RTX RTX Corporation 0.41% 1.179 M $ 7048 2020/06/30 152.366 K $ 14.59 %
2025/09/30 KR Kroger Co. 0.41% 1.175 M $ 17437 2019/09/30 -76.839 K $ -6.02 %
2025/09/30 DE Deere & Co. 0.41% 1.162 M $ 2542 2018/06/30 -131.763 K $ -10.07 %
2025/09/30 BX Blackstone Inc. 0.39% 1.105 M $ 6468 2022/09/30 140.828 K $ 14.22 %
2025/09/30 QQQ Invesco QQQ Trust Series 0.38% 1.088 M $ 1813 2020/12/31 95.510 K $ 8.83 %
2025/09/30 LMT Lockheed Martin Corp. 0.38% 1.077 M $ 2157 2016/12/31 82.131 K $ 7.79 %
2025/09/30 MA Mastercard Inc. 0.37% 1.068 M $ 1878 2016/12/31 13.265 K $ 1.22 %
2025/09/30 CSCO Cisco Systems Inc. 0.37% 1.065 M $ 15564 2016/12/31 -16.371 K $ -1.38 %
2025/09/30 SCHP Schwab Strategic US TIPS ETF 0.37% 1.061 M $ 39362 2023/09/30 10.627 K $ 1.01 %
2025/09/30 VOO Vanguard S&P 500 Index Fund 0.36% 1.043 M $ 1703 2024/09/30 74.064 K $ 7.81 %
2025/09/30 DIS Disney Walt Co. 0.36% 1.039 M $ 9078 2016/12/31 -86.569 K $ -7.67 %
2025/09/30 CB Chubb Ltd 0.35% 1.008 M $ 3571 2020/12/31 -27.153 K $ -2.58 %
2025/09/30 IWB iShares Russell 1000 ETF 0.33% 937.456 K $ 2565 2022/09/30 48.322 K $ 7.63 %
2025/09/30 KO Coca-Cola Company 0.32% 918.466 K $ 13849 2016/12/31 -63.566 K $ -6.26 %
2025/09/30 HON Honeywell International Inc. 0.32% 903.677 K $ 4293 2016/12/31 -98.069 K $ -9.61 %
2025/09/30 EFA IShares TR MSCI EAFE ETF 0.31% 894.858 K $ 9584 2016/12/31 40.532 K $ 4.45 %
2025/09/30 FDX Fed Ex Corp. 0.31% 890.890 K $ 3778 2016/12/31 32.810 K $ 3.74 %
2025/09/30 ADI Analog Devices Inc. 0.30% 860.196 K $ 3501 2018/06/30 26.887 K $ 3.23 %
2025/09/30 MDY SPDR S&P Mid Cap 400 ETF TR 0.30% 858.283 K $ 1440 2016/12/31 48.461 K $ 5.22 %
2025/09/30 SBUX Starbucks Corp. 0.30% 844.985 K $ 9988 2016/12/31 -71.445 K $ -7.67 %
2025/09/30 CAT Caterpillar Inc. 0.28% 791.592 K $ 1659 2016/12/31 143.371 K $ 22.91 %
2025/09/30 CTAS Cintas Corp. 0.27% 759.462 K $ 3700 2018/06/30 -65.157 K $ -7.90 %
2025/09/30 NEE NextEra Energy Inc. 0.27% 757.467 K $ 10034 2016/12/31 62.223 K $ 8.74 %
2025/09/30 CAH Cardinal Health Inc. 0.26% 754.978 K $ 4810 2020/06/30 -53.102 K $ -6.57 %
2025/09/30 LIN New Linde PLC 0.26% 743.375 K $ 1565 2023/03/31 9.602 K $ 1.24 %
2025/09/30 ITW Illinois Tool Works Inc. 0.25% 727.520 K $ 2790 2016/12/31 38.773 K $ 5.46 %
2025/09/30 SCHW Charles Schwab Corp. 0.25% 726.431 K $ 7609 2024/03/31 32.186 K $ 4.64 %
2025/09/30 ENB Enbridge Inc. 0.25% 711.032 K $ 14091 2017/03/31 72.684 K $ 11.34 %
2025/09/30 MDT Medtronic PLC 0.24% 692.585 K $ 7272 2016/12/31 61.267 K $ 9.26 %
2025/09/30 RSP Invesco S&P 500 Equal Weight ETF 0.24% 681.213 K $ 3591 2020/09/30 120.864 K $ 4.38 %
2025/09/30 XYZ Block Inc 0.23% 667.197 K $ 9232 2024/03/31 42.466 K $ 6.39 %
2025/09/30 FITB Fifth Third Bancorp 0.23% 648.113 K $ 14548 2023/09/30 51.549 K $ 8.32 %
2025/09/30 GPK Graphic Packaging Holding Company 0.23% 647.180 K $ 33070 2023/12/31 -51.081 K $ -7.12 %
2025/09/30 VEA Vanguard FTSE Developed Markets ETF 0.22% 642.582 K $ 10724 2023/09/30 33.069 K $ 5.10 %
2025/09/30 WELL Welltower Inc. 0.22% 635.247 K $ 3566 2019/06/30 87.046 K $ 15.88 %
2025/09/30 MMM 3M Co. 0.22% 629.410 K $ 4056 2016/12/31 12.145 K $ 1.93 %
2025/09/30 META Meta Platforms Inc 0.22% 615.410 K $ 838 2023/12/31 -3.108 K $ -0.50 %
2025/09/30 TSM Taiwan Semiconductor MFG Ltd 0.22% 615.276 K $ 2203 2024/03/31 116.318 K $ 23.31 %
2025/09/30 MDLZ Mondelez International Inc 0.21% 613.955 K $ 9828 2020/06/30 -46.807 K $ -7.37 %
2025/09/30 GD General Dynamics Corp. 0.21% 596.409 K $ 1749 2019/12/31 86.295 K $ 16.92 %
2025/09/30 NSC Norfolk Southern Corp. 0.20% 574.084 K $ 1911 2016/12/31 71.592 K $ 17.36 %
2025/09/30 BDX Becton Dickinson and Co. 0.20% 567.499 K $ 3032 2021/12/31 45.908 K $ 8.66 %
2025/09/30 TLT IShares 20 Year Treasury Bond ETF 0.20% 558.563 K $ 6250 2023/12/31 9.408 K $ 1.27 %
2025/09/30 SCHX Schwab US Large-Cap 0.19% 556.459 K $ 21126 2022/09/30 40.139 K $ 7.77 %