LCNB Corp.
LCNB Corp. is a financial holding company headquartered in Lebanon, Ohio, founded in 1999 as the holding company for The Lebanon Citizens National Bank, which itself traces origins to 1877. LCNB Corp. operates primarily through its subsidiary, LCNB National Bank, serving personal, commercial, trust, and investment clients locally and regionally. The organization employs a team dedicated to providing personalized banking, investment, trust, and wealth management services, leveraging both traditional bank infrastructure and modern investment services through partnerships with LPL Financial. LCNB Corp. is publicly traded on NASDAQ under the LCNB ticker.
Investment Strategy
LCNB Investment Services delivers customized investment planning focusing on long-term growth, short-term liquidity, legacy planning, insurance, income optimization, and credit management. Investment products include stocks, bonds, annuities, managed accounts, brokered CDs, and education savings plans, offered through both bank-managed solutions and via LPL Financial, a registered investment advisor and broker-dealer. Their philosophy emphasizes comprehensive and personalized strategies that balance risk, growth, and protection while being tailored to individual and institutional client goals. Securities and insurance products are offered through LPL, and are not bank deposits, are not guaranteed by the bank, and may lose value.
Top Holdings
Equity Positions (181)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | IShares Inc. TR Core MSCI EAFE ETF | 6.60% | $18.7M | 224,572 | $63.50 | $83.48 | +$1.7M |
S SCHG | Schwab US Large Cap Growth ETF | 6.13% | $17.4M | 596,433 | $16.28 | $29.21 | +$4.7M |
S SCHV | Schwab US Large Cap Value ETF | 5.34% | $15.2M | 548,735 | $21.57 | $27.67 | +$2.5M |
M MSFT | Microsoft Corp. | 4.35% | $12.4M | 24,848 | $94.33 | $497.41 | +$2.9M |
P PG | Procter & Gamble Co. | 4.20% | $11.9M | 74,964 | $117.78 | $159.32 | -$1.9M |