CINCINNATI FINANCIAL CORP

Fundamental concentrated ★Highest signal CIK 20286
League rank
#604
in Fundamental concentrated · #3391 overall
Long book
$4.96B
Q1 2026
Positions
55
Top-10 weight
54%
concentration
Last quarter
+12.0%
SPY +14.8%
Turnover
9%
of book per quarter

Strategy in plain words

auto-generated from filings

CINCINNATI FINANCIAL CORP is a concentrated fundamental stock-picker, running a $4.96B US long book across 55 positions.

The portfolio is concentrated: the top 10 names carry 54% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: APPLE INC, BROADCOM INC, CME GROUP INC, CISCO SYSTEMS INC, HONEYWELL INTERNATIONAL INC.

Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+3.6%
Q2 2024
+8.3%
Q3 2024
+1.0%
Q4 2024
-1.6%
Q1 2025
+4.8%
Q2 2025
+7.1%
Q3 2025
+1.4%
Q4 2025
-1.9%
Q1 2026
+12.0%

Sector allocation

Technology
40%
Industrials
14%
Financials
14%
Consumer discretionary
9%
Consumer staples
6%
Healthcare
5%
Other
3%
Energy
3%

Long book by quarter

$4.54B
Q1 2024
$4.64B
Q2 2024
$4.64B
Q3 2024
$4.56B
Q4 2024
$4.48B
Q1 2025
$4.72B
Q2 2025
$5.05B
Q3 2025
$5.12B
Q4 2025
$4.96B
Q1 2026

What does CINCINNATI FINANCIAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AAPL APPLE INCTechnology2.8M$709.9M14.3%Held
AVGO BROADCOM INCTechnology1.4M$446.8M9.0%-16.3%
CME CME GROUP INCFinancials1.0M$295.9M6.0%Held
CSCO CISCO SYSTEMS INCTechnology2.5M$197.6M4.0%Held
HON HONEYWELL INTERNATIONAL INCIndustrials837.5K$189.3M3.8%Held
PM PHILIP MORRIS INTERNATIONALConsumer staples1.1M$182.2M3.7%Held
MSFT MICROSOFT CORPTechnology491.1K$181.8M3.7%Held
DOV DOVER CORPIndustrials843.6K$175.8M3.5%Held
NSC NORFOLK SOUTHERN CORPIndustrials587.7K$168.7M3.4%Held
ADI ANALOG DEVICES INCTechnology445.9K$141.8M2.9%Held
HD HOME DEPOT INCConsumer discretionary426.1K$140.1M2.8%Held
MCD MCDONALD'S CORPConsumer discretionary447.6K$139.1M2.8%Held
TJX TJX COMPANIES INCConsumer discretionary866.5K$138.4M2.8%Held
VLO VALERO ENERGY CORPEnergy514.6K$127.2M2.6%Held
UNH UNITEDHEALTH GROUP INCFinancials468.8K$126.9M2.6%Held
QCOM QUALCOMM INCTechnology957.5K$123.3M2.5%Held
ABBV ABBVIE INCHealthcare566.8K$123.3M2.5%Held
SNA SNAP-ON INCIndustrials336.8K$122.3M2.5%Held
MDLZ MONDELEZ INTERNATIONAL INC-AConsumer staples1.4M$83.5M1.7%Held
RPM RPM INTERNATIONAL INCOther824.7K$82.0M1.7%Held
PNW PINNACLE WEST CAPITALUtilities729.5K$73.5M1.5%Held
MCHP MICROCHIP TECHNOLOGY INCTechnology1.1M$69.9M1.4%+10.8%
ACN ACCENTURE PLC-CL AServices media338.0K$67.0M1.4%Held
AJG ARTHUR J GALLAGHER & COFinancials261.3K$56.6M1.1%+40.3%
JNJ JOHNSON & JOHNSONHealthcare201.0K$49.1M1.0%Held
MRSH MARSH & MCLENNAN COSFinancials278.3K$48.3M1.0%Held
ADP AUTOMATIC DATA PROCESSINGTechnology232.8K$47.3M1.0%Held
APD AIR PRODUCTS & CHEMICALS INCMaterials145.9K$42.4M0.9%Held
USB US BANCORPFinancials763.5K$39.7M0.8%Held
ARES ARES MANAGEMENT CORP - AFinancials353.2K$38.5M0.8%+41.7%
TMO THERMO FISHER SCIENTIFIC INCOther78.0K$38.3M0.8%New
MMM 3M COHealthcare211.0K$30.6M0.6%Held
BLK BLACKROCK INCFinancials28.8K$27.7M0.6%Held
JPM JPMORGAN CHASE & COFinancials90.0K$26.5M0.5%Held
CMCSA COMCAST CORP-CLASS ACommunications891.6K$25.6M0.5%+14.8%
DG DOLLAR GENERAL CORPConsumer discretionary210.0K$24.9M0.5%Held
VZ VERIZON COMMUNICATIONS INCCommunications486.7K$24.4M0.5%Held
ABT ABBOTT LABORATORIESHealthcare237.8K$24.4M0.5%Held
HAS HASBRO INCOther260.6K$24.4M0.5%Held
OC OWENS CORNINGIndustrials209.0K$22.6M0.5%Held
PEP PEPSICO INCConsumer staples127.5K$19.8M0.4%Held
SSB SOUTHSTATE BANK CORPFinancials200.4K$18.5M0.4%New
T AT&T INCCommunications532.0K$15.4M0.3%Held
RTX RTX CORPIndustrials71.0K$13.7M0.3%Held
ENB ENBRIDGE INCEnergy185.8K$10.1M0.2%Held
LYB LYONDELLBASELL INDU-CL AOther122.0K$9.8M0.2%Held
NEE NEXTERA ENERGY INCUtilities86.0K$8.0M0.2%Held
CVX CHEVRON CORPEnergy35.1K$7.3M0.1%Held
PG PROCTER & GAMBLE CO/THEOther49.9K$7.2M0.1%Held
DUK DUKE ENERGY CORPUtilities38.8K$5.1M0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 11, 202655$4.96B canonicalSEC ↗
Q4 202513F-HRFeb 12, 202654$5.12B canonicalSEC ↗
Q3 202513F-HRNov 6, 202555$5.05B canonicalSEC ↗
Q2 202513F-HRAug 7, 202553$4.72B canonicalSEC ↗
Q1 202513F-HRMay 8, 202551$4.48B canonicalSEC ↗
Q4 202413F-HRFeb 12, 202550$4.56B canonicalSEC ↗
Q3 202413F-HRNov 7, 202452$4.64B canonicalSEC ↗
Q2 202413F-HRAug 8, 202452$4.64B canonicalSEC ↗
Q1 202413F-HRMay 3, 202452$4.54B canonicalSEC ↗