13F Insight
DOSSIER · 13F-HR · Q1 2026

LCNB CORP

LCNB's asset manager based in Boston, MA — $297M in tracked AUM across 189 positions as of Q1 2026.

L
LCNB·Boston, MA·Asset Manager
CIK 0001074902 · last filed Mar 31, 2026
Total AUM
$297M
▲ 9.8%
vs prior
Holdings
189
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Financials
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

LCNB CORP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IEFA
IShares Inc. TR Core MSCI EAFE ETF
$23M253K7.7%
02
SCHV
Schwab US Large Cap Value ETF
$20M653K6.7%
03
SCHG
Schwab US Large Cap Growth ETF
$18M628K6.1%
04
MSFT
Microsoft Corp.
$9M25K3.1%
05
AAPL
Apple Inc.
$9M34K2.9%
06
IWV
IShares TR Russell 3000 ETF
$8M22K2.8%
07
LCNB
LCNB Corp.
$8M509K2.7%
08
PG
Procter & Gamble Co.
$7M51K2.5%
09
SPY
SPDR S&P 500 Trust ETF
$7M10K2.3%
10
FTLS
First Trust Long/Short Equity ETF
$6M90K2.1%

Filing history

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