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LCNB CORP

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LEBANON OH
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Lcnb Corp is based out of Lebanon. Their last reported 13F filing for Q4 2023 included $254,335,546 in managed 13F securities and a top 10 holdings concentration of 37.58%. Lcnb Corp's largest holding is iShares Core MSCI EAFE ETF-iShares Core MSCI EAFE ETF with shares held of 217,203. Whalewisdom has at least 29 13F filings, 19 13G filings, and 91 Form 4 filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
IEFA iShares Core MSCI EA 6.01%
PG Procter & Gamble Co. 5.54%
SCHG Schwab U.S. Large-Ca 4.4%
SCHV Schwab U.S. Large-Ca 3.92%
MSFT Microsoft Corp. 3.91%

2023-12-31

13F Activity

Market Value $254m, Prior: $226m
New Purchases 11 stocks
Added To 59 stocks
Sold out of 1 stocks
Reduced holdings in 59 stocks
Top 10 Holdings % 37.58%
Turnover %[1] 6.9%
Turnover Alt %[2] 1.91%
Time Held Top 20 14.15 quarters
Time Held Top 10 17.9 quarters
Time Held All 18.47 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance