Cincinnati Financial Corp

13F filer · CIK 0000020286

Reported Aug 6, 2026

13F portfolio value$5.23BU.S. long equity reported on 13F

Positions56Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight54.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 202656 positions
AAPLApple Inc.	$809M	15.47%	0.02%	Not reported	Q2 2013
AVGOBroadcom Inc.	$397M	7.59%	0.02%	-27.2%	Q4 2017
CSCOCisco Systems, Inc.	$299M	5.72%	0.06%	Not reported	Q2 2013
CMECme Group Inc.	$221M	4.23%	0.30%	Not reported	Q2 2013
PMPhilip Morris International Inc.	$199M	3.81%	0.07%	Not reported	Q2 2013
UNHUnitedhealth Group Inc	$195M	3.72%	0.05%	Not reported	Q1 2014
DOVDOVER Corp	$189M	3.62%	0.63%	Not reported	Q2 2013
MSFTMicrosoft Corp	$183M	3.50%	0.01%	Not reported	Q2 2013
NSCNorfolk Southern Corp	$181M	3.45%	0.26%	-2.3%	Q2 2013
ADIAnalog Devices Inc	$177M	3.38%	0.09%	Not reported	Q1 2017
QCOMQualcomm Inc	$177M	3.38%	0.09%	Not reported	Q2 2013
HDHome Depot, Inc.	$150M	2.87%	0.04%	Not reported	Q1 2017
ABBVAbbVie Inc.	$143M	2.73%	0.03%	Not reported	Q2 2013
SNASnap-on Inc	$136M	2.59%	0.65%	Not reported	Q2 2019
VLOValero Energy Corp	$134M	2.56%	0.17%	Not reported	Q4 2016
TJXTJX Companies Inc	$131M	2.51%	0.08%	Not reported	Q3 2018
MCDMcdonalds Corp	$121M	2.31%	0.06%	Not reported	Q2 2013
MCHPMicrochip Technology Inc	$98.6M	1.88%	0.20%	Not reported	Q2 2013
HONHoneywell International Inc	$93.8M	1.79%	0.13%	Not reported	Q2 2013
HONAHoneywell Aerospace Inc.	$92.6M	1.77%	Not reported	New	Q2 2026
RPMRPM International Inc	$91.7M	1.75%	0.65%	Not reported	Q2 2013
MDLZMondelez International, Inc.	$83.8M	1.60%	0.11%	Not reported	Q2 2020
PLDPrologis, Inc.	$79.9M	1.53%	0.06%	Not reported	Q2 2018
PNWPinnacle West Capital Corp	$78.1M	1.49%	0.60%	Not reported	Q3 2020
AJGArthur J. Gallagher & Co.	$53.3M	1.02%	0.09%	-11.1%	Q3 2025
ADPAutomatic Data Processing Inc	$52.1M	1.00%	0.06%	Not reported	Q2 2013
JNJJohnson & Johnson	$51M	0.98%	0.01%	Not reported	Q2 2013
TMOThermo Fisher Scientific Inc.	$43M	0.82%	0.02%	+9.9%	Q1 2026
APDAir Products & Chemicals, Inc.	$42.8M	0.82%	0.07%	Not reported	Q4 2018
MRSHMarsh & Mclennan Companies, Inc.	$42.5M	0.81%	0.05%	-8.4%	Q3 2025
ACNAccenture plc	$42.1M	0.80%	0.05%	Not reported	Q3 2014
ARESAres Management Corp	$39.3M	0.75%	0.11%	Not reported	Q2 2025
MMM3m Co	$34.2M	0.65%	0.04%	Not reported	Q2 2013
OCOwens Corning	$33.2M	0.63%	0.26%	Not reported	Q1 2025
AMTAmerican Tower Corp	$33M	0.63%	0.04%	Not reported	Q1 2018
JPMJPMorgan Chase & Co	$29.5M	0.56%	0.00%	Not reported	Q2 2013
BLKBlackRock, Inc.	$27.7M	0.53%	0.02%	Not reported	Q2 2013
DGDollar General Corp	$24.2M	0.46%	0.10%	Not reported	Q3 2023
ABTAbbott Laboratories	$21.6M	0.41%	0.01%	Not reported	Q2 2013
HASHasbro, Inc.	$21.5M	0.41%	0.18%	Not reported	Q2 2013
VZVerizon Communications Inc	$20.6M	0.39%	0.01%	Not reported	Q2 2013
SSBSouthState Bank Corp	$20M	0.38%	0.21%	Not reported	Q1 2026
CMCSAComcast Corp	$19.1M	0.36%	0.02%	-12.9%	Q1 2020
PEPPepsico Inc	$17.3M	0.33%	0.01%	Not reported	Q2 2013
XYLXylem Inc.	$14.6M	0.28%	0.05%	New	Q2 2026
USBUS Bancorp \de\	$14.3M	0.27%	0.02%	-68.9%	Q2 2013
RTXRTX Corp	$13.5M	0.26%	0.01%	Not reported	Q2 2020
TAt&T Inc.	$11M	0.21%	0.01%	Not reported	Q2 2013
ENBEnbridge Inc	$10.1M	0.19%	0.01%	Not reported	Q1 2017
NEENextera Energy Inc	$7.55M	0.14%	0.00%	Not reported	Q3 2023

Q1 2026Reported May 11, 202654 positions
AAPLApple Inc.	$710M	14.30%	0.02%	Not reported	Q2 2013
AVGOBroadcom Inc.	$447M	9.00%	0.03%	-16.3%	Q4 2017
CMECme Group Inc.	$296M	5.96%	0.30%	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$198M	3.98%	0.06%	Not reported	Q2 2013
HONHoneywell International Inc	$189M	3.81%	0.13%	Not reported	Q2 2013
PMPhilip Morris International Inc.	$182M	3.67%	0.07%	Not reported	Q2 2013
MSFTMicrosoft Corp	$182M	3.66%	0.01%	Not reported	Q2 2013
DOVDOVER Corp	$176M	3.54%	0.63%	Not reported	Q2 2013
NSCNorfolk Southern Corp	$169M	3.40%	0.26%	Not reported	Q2 2013
ADIAnalog Devices Inc	$142M	2.86%	0.09%	Not reported	Q1 2017
HDHome Depot, Inc.	$140M	2.82%	0.04%	Not reported	Q1 2017
MCDMcdonalds Corp	$139M	2.80%	0.06%	Not reported	Q2 2013
TJXTJX Companies Inc	$138M	2.79%	0.08%	Not reported	Q3 2018
VLOValero Energy Corp	$127M	2.56%	0.17%	Not reported	Q4 2016
UNHUnitedhealth Group Inc	$127M	2.56%	0.05%	Not reported	Q1 2014
QCOMQualcomm Inc	$123M	2.48%	0.09%	Not reported	Q2 2013
ABBVAbbVie Inc.	$123M	2.48%	0.03%	Not reported	Q2 2013
SNASnap-on Inc	$122M	2.46%	0.65%	Not reported	Q2 2019
MDLZMondelez International, Inc.	$83.5M	1.68%	0.11%	Not reported	Q2 2020
RPMRPM International Inc	$82M	1.65%	0.65%	Not reported	Q2 2013
PLDPrologis, Inc.	$78M	1.57%	0.06%	Not reported	Q2 2018
PNWPinnacle West Capital Corp	$73.5M	1.48%	0.60%	Not reported	Q3 2020
MCHPMicrochip Technology Inc	$69.9M	1.41%	0.20%	+10.8%	Q2 2013
ACNAccenture plc	$67M	1.35%	0.05%	Not reported	Q3 2014
AJGArthur J. Gallagher & Co.	$56.6M	1.14%	0.10%	+40.3%	Q3 2025
JNJJohnson & Johnson	$49.1M	0.99%	0.01%	Not reported	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$48.3M	0.97%	0.06%	Not reported	Q3 2025
ADPAutomatic Data Processing Inc	$47.3M	0.95%	0.06%	Not reported	Q2 2013
APDAir Products & Chemicals, Inc.	$42.4M	0.85%	0.07%	Not reported	Q4 2018
USBUS Bancorp \de\	$39.7M	0.80%	0.05%	Not reported	Q2 2013
ARESAres Management Corp	$38.5M	0.78%	0.11%	+41.7%	Q2 2025
TMOThermo Fisher Scientific Inc.	$38.3M	0.77%	0.02%	New	Q1 2026
AMTAmerican Tower Corp	$34.8M	0.70%	0.04%	Not reported	Q1 2018
MMM3m Co	$30.6M	0.62%	0.04%	Not reported	Q2 2013
BLKBlackRock, Inc.	$27.7M	0.56%	0.02%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$26.5M	0.53%	0.00%	Not reported	Q2 2013
CMCSAComcast Corp	$25.6M	0.52%	0.02%	+14.8%	Q1 2020
DGDollar General Corp	$24.9M	0.50%	0.10%	Not reported	Q3 2023
VZVerizon Communications Inc	$24.4M	0.49%	0.01%	Not reported	Q2 2013
ABTAbbott Laboratories	$24.4M	0.49%	0.01%	Not reported	Q2 2013
HASHasbro, Inc.	$24.4M	0.49%	0.19%	Not reported	Q2 2013
OCOwens Corning	$22.6M	0.46%	0.26%	Not reported	Q1 2025
PEPPepsico Inc	$19.8M	0.40%	0.01%	Not reported	Q2 2013
SSBSouthState Bank Corp	$18.5M	0.37%	0.20%	New	Q1 2026
TAt&T Inc.	$15.4M	0.31%	0.01%	Not reported	Q2 2013
RTXRTX Corp	$13.7M	0.28%	0.01%	Not reported	Q2 2020
ENBEnbridge Inc	$10.1M	0.20%	0.01%	Not reported	Q1 2017
LYBLyondellBasell Industries N.V.	$9.83M	0.20%	0.04%	Not reported	Q2 2016
NEENextera Energy Inc	$7.99M	0.16%	0.00%	Not reported	Q3 2023
CVXChevron Corp	$7.27M	0.15%	0.00%	Not reported	Q2 2013

Q4 2025Reported Feb 12, 202654 positions
AAPLApple Inc.	$760M	14.84%	0.02%	Not reported	Q2 2013
AVGOBroadcom Inc.	$597M	11.65%	0.04%	Not reported	Q4 2017
CMECme Group Inc.	$274M	5.34%	0.30%	Not reported	Q2 2013
MSFTMicrosoft Corp	$238M	4.64%	0.01%	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$196M	3.83%	0.06%	Not reported	Q2 2013
PMPhilip Morris International Inc.	$177M	3.45%	0.07%	Not reported	Q2 2013
NSCNorfolk Southern Corp	$170M	3.31%	0.26%	Not reported	Q2 2013
DOVDOVER Corp	$165M	3.22%	0.62%	Not reported	Q2 2013
QCOMQualcomm Inc	$164M	3.20%	0.09%	Not reported	Q2 2013
HONHoneywell International Inc	$163M	3.19%	0.13%	Not reported	Q2 2013
UNHUnitedhealth Group Inc	$155M	3.02%	0.05%	Not reported	Q1 2014
HDHome Depot, Inc.	$147M	2.86%	0.04%	Not reported	Q1 2017
MCDMcdonalds Corp	$137M	2.67%	0.06%	Not reported	Q2 2013
TJXTJX Companies Inc	$133M	2.60%	0.08%	Not reported	Q3 2018
ABBVAbbVie Inc.	$130M	2.53%	0.03%	Not reported	Q2 2013
ADIAnalog Devices Inc	$121M	2.36%	0.09%	Not reported	Q1 2017
SNASnap-on Inc	$116M	2.27%	0.65%	Not reported	Q2 2019
ACNAccenture plc	$90.7M	1.77%	0.05%	Not reported	Q3 2014
RPMRPM International Inc	$85.8M	1.67%	0.64%	Not reported	Q2 2013
VLOValero Energy Corp	$83.8M	1.64%	0.17%	Not reported	Q4 2016
MDLZMondelez International, Inc.	$77.9M	1.52%	0.11%	Not reported	Q2 2020
PLDPrologis, Inc.	$75.3M	1.47%	0.06%	Not reported	Q2 2018
PNWPinnacle West Capital Corp	$64.7M	1.26%	0.61%	Not reported	Q3 2020
MCHPMicrochip Technology Inc	$62.2M	1.21%	0.18%	+4.4%	Q2 2013
ADPAutomatic Data Processing Inc	$59.9M	1.17%	0.06%	Not reported	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$51.6M	1.01%	0.06%	Not reported	Q3 2025
AJGArthur J. Gallagher & Co.	$48.2M	0.94%	0.07%	+34.7%	Q3 2025
LRCXLam Research Corp	$47.5M	0.93%	0.02%	Not reported	Q3 2022
JNJJohnson & Johnson	$41.6M	0.81%	0.01%	Not reported	Q2 2013
USBUS Bancorp \de\	$40.7M	0.80%	0.05%	Not reported	Q2 2013
ARESAres Management Corp	$40.3M	0.79%	0.08%	+48.4%	Q2 2025
APDAir Products & Chemicals, Inc.	$36M	0.70%	0.07%	Not reported	Q4 2018
AMTAmerican Tower Corp	$35.4M	0.69%	0.04%	Not reported	Q1 2018
MMM3m Co	$33.8M	0.66%	0.04%	Not reported	Q2 2013
BLKBlackRock, Inc.	$30.9M	0.60%	0.02%	Not reported	Q2 2013
ABTAbbott Laboratories	$29.8M	0.58%	0.01%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$29M	0.57%	0.00%	Not reported	Q2 2013
DGDollar General Corp	$27.9M	0.54%	0.10%	+35.5%	Q3 2023
OCOwens Corning	$23.4M	0.46%	0.26%	+22.2%	Q1 2025
CMCSAComcast Corp	$23.2M	0.45%	0.02%	Not reported	Q1 2020
HASHasbro, Inc.	$21.4M	0.42%	0.19%	Not reported	Q2 2013
VZVerizon Communications Inc	$19.8M	0.39%	0.01%	Not reported	Q2 2013
PEPPepsico Inc	$18.3M	0.36%	0.01%	Not reported	Q2 2013
TAt&T Inc.	$13.2M	0.26%	0.01%	Not reported	Q2 2013
RTXRTX Corp	$13M	0.25%	0.01%	Not reported	Q2 2020
PFEPfizer Inc	$12.1M	0.24%	0.01%	-15.9%	Q2 2013
ENBEnbridge Inc	$8.89M	0.17%	0.01%	Not reported	Q1 2017
PGPROCTER & GAMBLE Co	$7.15M	0.14%	0.00%	Not reported	Q2 2013
NEENextera Energy Inc	$6.9M	0.13%	0.00%	Not reported	Q3 2023
CVXChevron Corp	$5.36M	0.10%	0.00%	Not reported	Q2 2013

Q3 2025Reported Nov 6, 202554 positions
AAPLApple Inc.	$712M	14.10%	0.02%	Not reported	Q2 2013
AVGOBroadcom Inc.	$569M	11.26%	0.04%	Not reported	Q4 2017
CMECme Group Inc.	$271M	5.36%	0.30%	Not reported	Q2 2013
MSFTMicrosoft Corp	$254M	5.04%	0.01%	Not reported	Q2 2013
PMPhilip Morris International Inc.	$179M	3.54%	0.07%	Not reported	Q2 2013
NSCNorfolk Southern Corp	$177M	3.49%	0.26%	Not reported	Q2 2013
HONHoneywell International Inc	$176M	3.49%	0.13%	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$174M	3.45%	0.06%	Not reported	Q2 2013
HDHome Depot, Inc.	$173M	3.42%	0.04%	Not reported	Q1 2017
UNHUnitedhealth Group Inc	$162M	3.20%	0.05%	Not reported	Q1 2014
QCOMQualcomm Inc	$159M	3.15%	0.09%	Not reported	Q2 2013
DOVDOVER Corp	$141M	2.79%	0.62%	Not reported	Q2 2013
MCDMcdonalds Corp	$136M	2.69%	0.06%	Not reported	Q2 2013
ABBVAbbVie Inc.	$131M	2.60%	0.03%	Not reported	Q2 2013
TJXTJX Companies Inc	$125M	2.48%	0.08%	Not reported	Q3 2018
SNASnap-on Inc	$117M	2.31%	0.65%	Not reported	Q2 2019
ADIAnalog Devices Inc	$110M	2.17%	0.09%	Not reported	Q1 2017
RPMRPM International Inc	$97.2M	1.92%	0.64%	Not reported	Q2 2013
MDLZMondelez International, Inc.	$90.5M	1.79%	0.11%	Not reported	Q2 2020
VLOValero Energy Corp	$87.6M	1.73%	0.17%	Not reported	Q4 2016
ACNAccenture plc	$83.4M	1.65%	0.05%	Not reported	Q3 2014
ADPAutomatic Data Processing Inc	$68.3M	1.35%	0.06%	Not reported	Q2 2013
PLDPrologis, Inc.	$67.6M	1.34%	0.06%	Not reported	Q2 2018
PNWPinnacle West Capital Corp	$65.4M	1.29%	0.61%	Not reported	Q3 2020
MCHPMicrochip Technology Inc	$60M	1.19%	0.17%	Not reported	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$56.1M	1.11%	0.06%	New	Q3 2025
AJGArthur J. Gallagher & Co.	$42.8M	0.85%	0.05%	New	Q3 2025
APDAir Products & Chemicals, Inc.	$39.8M	0.79%	0.07%	Not reported	Q4 2018
AMTAmerican Tower Corp	$38.8M	0.77%	0.04%	Not reported	Q1 2018
JNJJohnson & Johnson	$37.3M	0.74%	0.01%	Not reported	Q2 2013
USBUS Bancorp \de\	$36.9M	0.73%	0.05%	Not reported	Q2 2013
BLKBlackRock, Inc.	$33.6M	0.67%	0.02%	Not reported	Q2 2013
MMM3m Co	$32.7M	0.65%	0.04%	Not reported	Q2 2013
ABTAbbott Laboratories	$31.9M	0.63%	0.01%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$28.4M	0.56%	0.00%	Not reported	Q2 2013
ARESAres Management Corp	$26.9M	0.53%	0.05%	+55.6%	Q2 2025
CMCSAComcast Corp	$24.4M	0.48%	0.02%	Not reported	Q1 2020
OCOwens Corning	$24.2M	0.48%	0.20%	Not reported	Q1 2025
VZVerizon Communications Inc	$21.4M	0.42%	0.01%	Not reported	Q2 2013
HASHasbro, Inc.	$19.8M	0.39%	0.19%	Not reported	Q2 2013
PEPPepsico Inc	$17.9M	0.35%	0.01%	Not reported	Q2 2013
DGDollar General Corp	$16M	0.32%	0.07%	Not reported	Q3 2023
TAt&T Inc.	$15M	0.30%	0.01%	Not reported	Q2 2013
PFEPfizer Inc	$14.8M	0.29%	0.01%	Not reported	Q2 2013
CBChubb Ltd	$12.5M	0.25%	0.01%	-87.8%	Q2 2013
RTXRTX Corp	$11.9M	0.24%	0.01%	Not reported	Q2 2020
ENBEnbridge Inc	$9.38M	0.19%	0.01%	Not reported	Q1 2017
PGPROCTER & GAMBLE Co	$7.67M	0.15%	0.00%	Not reported	Q2 2013
NEENextera Energy Inc	$6.49M	0.13%	0.00%	Not reported	Q3 2023
LYBLyondellBasell Industries N.V.	$5.98M	0.12%	0.04%	-45.1%	Q2 2016

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