13F-HR: LCNB CORP Reveals Q1 2025 Portfolio Holdings in Latest 13F Filing

LCNB CORP's Q1 2025 13F filing reveals significant holdings in a diverse range of stocks and ETFs, with a total portfolio value of over $271 million.

Summary

• LCNB CORP filed its Form 13F for the quarter ended March 31, 2025.
• The filing discloses the company's holdings in various stocks and Exchange Traded Funds (ETFs).
• The total value of the reported holdings amounts to $271,621,838.
• The filing includes 190 entries in the information table.
• The report indicates that all holdings of the reporting manager are included in this report.

Sentiment

Score: 7

Explanation: The document is a standard 13F filing, which is inherently neutral. However, the size and diversification of the portfolio suggest a stable and well-managed investment strategy, leading to a slightly positive sentiment.

Positives

• The filing provides a comprehensive overview of LCNB CORP's investment portfolio.
• The portfolio is diversified across various sectors and asset classes, including stocks and ETFs.
• The inclusion of both domestic and international equity ETFs suggests a global investment approach.

Management Comments

• Bradley A. Ruppert, Executive Vice President and Chief Investment Officer, signed the report on behalf of LCNB CORP.

Industry Context

13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their investment strategies and holdings.

Comparison to Industry Standards

• The portfolio's diversification across various sectors and asset classes is a common strategy among institutional investors to mitigate risk.
• The inclusion of large-cap ETFs like Schwab US Large Cap Growth ETF and Schwab US Large Cap Value ETF aligns with industry trends of passive investing and exposure to broad market indices.
• The presence of international equity ETFs such as IShares Inc. TR Core MSCI EAFE ETF and IShares MSCI India ETF indicates a global investment perspective, similar to many large investment firms.

Stakeholder Impact

• The filing provides transparency to LCNB CORP's shareholders regarding the company's investment strategy.
• The investment decisions reflected in the filing can impact the performance of the company and, consequently, shareholder value.

Key Dates

Keywords

13F filing, LCNB CORP, portfolio holdings, institutional investment, equities, ETFs, investment management