13F-HR: LCNB CORP Discloses Q2 2024 13F Holdings
13F Holdings Report
LCNB CORP's latest 13F filing reveals its holdings as of June 30, 2024, with a total value of $267.7 million.
Summary
- LCNB CORP filed its Form 13F for the quarter ended June 30, 2024.
- The total value of holdings reported is $267,697,293.
- The filing includes 178 entries in the information table.
- The report confirms that all holdings of the reporting manager are included in this report.
- Bradley A. Ruppert, Executive Vice President and Chief Investment Officer, signed the report on August 14, 2024.
Sentiment
Score: 6
Explanation: The document is a standard regulatory filing, so the sentiment is neutral. It provides factual information about the company's holdings.
Management Comments
- Bradley A. Ruppert, Executive Vice President and Chief Investment Officer, authorized the submission of the report, confirming the accuracy and completeness of the information.
Industry Context
This 13F filing provides insight into the investment strategy of LCNB CORP, reflecting their asset allocation decisions across various sectors and asset classes. It is a routine disclosure required of institutional investment managers with over $100 million in assets under management, offering transparency to the public regarding their investment positions.
Comparison to Industry Standards
- Comparing LCNB CORP's holdings to those of similar-sized investment managers could reveal whether their asset allocation strategies are conservative, aggressive, or aligned with industry benchmarks.
- For example, comparing the ETF holdings to other managers could show if they are overweight or underweight in certain sectors compared to the industry average.
- Analyzing the proportion of investments in large-cap versus small-cap stocks, or domestic versus international equities, can provide further insights into their risk appetite and investment philosophy.
Stakeholder Impact
- Shareholders can use this information to understand LCNB CORP's investment strategy.
- The holdings reflect the investment decisions made on behalf of their clients.
Key Dates
| Date | Description |
|---|---|
| 06-30-2024 | Report for the Calendar Year or Quarter Ended |
| 08-14-2024 | Date of Signing of the Report |
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.