Cincinnati Financial Corp

Holdings as of Jun 30, 2026 · filed Aug 6, 2026

$5232201412
Portfolio value
56
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Apple Ord $809344550 15.47% Held
2 Broadcom Ord $397037915 7.59% -673849 -39.07%
3 Cisco Systems Ord $299111890 5.72% Held
4 Cme Group Cl A Ord $221271660 4.23% Held
5 Philip Morris International Ord $199308547 3.81% Held
6 Unitedhealth Grp Ord $194856488 3.72% Held
7 Dover Ord $189202608 3.62% Held
8 Microsoft Ord $183208773 3.50% Held
9 Norfolk Southern Ord $180664947 3.45% -13400 -2.28%
10 Analog Devices Ord $177086188 3.38% Held
11 Qualcomm Ord $176936425 3.38% Held
12 Home Depot Ord $150260725 2.87% Held
13 Abbvie Ord $142629552 2.73% Held
14 Snap On Ord $135513834 2.59% Held
15 Valero Energy Ord $134032842 2.56% Held
16 Tjx Ord $131274750 2.51% Held
17 Mcdonald's Ord $121001028 2.31% Held
18 Microchip Technology Ord $98611550 1.88% +105000 +10.76%
19 Honeywell International Ord $93758125 1.79% NEW BUY
20 Honeywell Aerospace Ord $92577250 1.77% NEW BUY
21 Rpm Ord $91668184 1.75% Held
22 Mondelez International Cl A Ord $83752320 1.60% Held
23 Prologis Reit $79927300 1.53% Held
24 Pinnacle West Ord $78052220 1.49% Held
25 Arthur J Gallagher Ord $53319699 1.02% +46000 +24.70%
26 Automatic Data Processing Ord $52124363 1.00% Held
27 Johnson & Johnson Ord $51047970 0.98% Held
28 Thermo Fisher Scientific Ord $42968056 0.82% NEW BUY
29 Air Products And Chemicals Ord $42774962 0.82% Held
30 Marsh Ord $42484183 0.81% -23434 -8.42%
31 Accenture Cl A Ord $42060720 0.80% Held
32 Ares Management Cl A Ord $39309572 0.75% +103850 +41.66%
33 3m Ord $34163010 0.65% Held
34 Owens Corniing Ord $33222640 0.63% Held
35 American Tower Reit $32978820 0.63% Held
36 Jpmorgan Chase Ord $29459700 0.56% Held
37 Blackrock Ord $27735237 0.53% Held
38 Dollar General Ord $24173100 0.46% Held
39 Abbott Laboratories Ord $21577972 0.41% Held
40 Hasbro Ord $21522954 0.41% Held
41 Verizon Communications Ord $20606878 0.39% Held
42 Southstate Bank Ord $20021858 0.38% NEW BUY
43 Comcast Cl A Ord $19066758 0.36% Held
44 Pepsico Ord $17263500 0.33% Held
45 Xylem Ord $14563472 0.28% NEW BUY
46 Us Bancorp Ord $14329175 0.27% -526262 -68.93%
47 Rtx Ord $13470830 0.26% Held
48 At&T Ord $11012400 0.21% Held
49 Enbridge Ord $10073736 0.19% Held
50 Nextera Energy Ord $7548220 0.14% Held
51 Procter & Gamble Ord $7317336 0.14% Held
52 Lyondellbasell Industries Cl A Ord $6422826 0.12% Held
53 Chevron Ord $5824641 0.11% Held
54 Duke Energy Ord $4909279 0.09% Held
55 Western Alliance Ord $4110000 0.08% Held
56 National Storage Affiliates Ord $3647874 0.07% Held

Closed last quarter

Honeywell International Ord Lam Research Ord Pfizer Ord

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.