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Bradley A. Ruppert

Lcnb Corp

Assets Managed
$297.482M
Holdings
186
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
-0.32%(2Q avg: 2.05%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lcnb Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 186 positions.

Assets under management

The assets under management (AUM) of Lcnb Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 297.482M in assets, with a quarterly growth rate of -0.32% and a 2-quarter average growth rate of 2.05%. The portfolio is managed by Bradley A. Ruppert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 8.57%
7.69%
$22.862M
252,533 shares@ $90.53 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 0.06%
6.7%
$19.921M
653,158 shares@ $30.5 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.39%
6.15%
$18.28M
627,528 shares@ $29.14 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.03%
3.12%
$9.274M
25,054 shares@ $370.17 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.5%
2.92%
$8.664M
34,139 shares@ $253.8 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Increased 5.64%
2.81%
$8.34M
22,498 shares@ $370.69 avg price
LCNB
Lcnb Corporation
Recent Activity
Increased 0.56%
2.67%
$7.943M
509,463 shares@ $15.6 avg price
PG
Procter & Gamble Co The
Recent Activity
Decreased -16.01%
2.5%
$7.429M
51,433 shares@ $144.45 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 9.35%
2.3%
$6.826M
10,496 shares@ $650.35 avg price
FTLS
First Trust Long Short Eqty
Recent Activity
Increased 20.54%
2.14%
$6.361M
90,412 shares@ $70.36 avg price

1-10 of 186