EdgeMarket › What Cincinnati Financial Corp reported owning

What Cincinnati Financial Corp reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

5.0B

Positions

55

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
AAPL
Apple Inc.
709.9M14.3%2.8M309.35+36.9%
AVGO
Broadcom Inc.
446.8M9.0%1.4M368.45+26.5%
CME
CME GROUP INC.
295.9M6.0%1.0M274.98+0.1%
CSCO
CISCO SYSTEMS, INC.
197.6M4.0%2.5M111.04+65.5%
HON
HONEYWELL INTERNATIONAL INC
189.3M3.8%837.5K215.90-50.3%
PM
Philip Morris International Inc.
182.2M3.7%1.1M188.23+8.9%
MSFT
MICROSOFT CORP
181.8M3.7%491.1K483.24-4.4%
DOV
DOVER Corp
175.8M3.5%843.6K201.92+13.0%
NSC
NORFOLK SOUTHERN CORP
168.7M3.4%587.7K350.72+22.8%
ADI
ANALOG DEVICES INC
141.8M2.9%445.9K373.09+52.4%
HD
HOME DEPOT, INC.
140.1M2.8%426.1K335.61-16.5%
MCD
MCDONALDS CORP
139.1M2.8%447.6K270.95-13.5%
TJX
TJX COMPANIES INC /DE/
138.4M2.8%866.5K140.53+1.6%
VLO
VALERO ENERGY CORP/TX
127.2M2.6%514.6K348.86+148.3%
UNH
UNITEDHEALTH GROUP INC
126.9M2.6%468.8K390.11+30.1%
QCOM
QUALCOMM INC/DE
123.3M2.5%957.5K160.75+3.4%
ABBV
AbbVie Inc.
123.3M2.5%566.8K264.96+26.7%
SNA
Snap-on Inc
122.3M2.5%336.8K393.39+21.7%
MDLZ
Mondelez International, Inc.
83.5M1.7%1.4M64.45+2.0%
RPM
RPM INTERNATIONAL INC/DE/
82.0M1.7%824.7K108.63-12.5%
PLD
Prologis, Inc.
78.0M1.6%590.0K141.80+28.7%
PNW
PINNACLE WEST CAPITAL CORP
73.5M1.5%729.5K97.36+5.5%
MCHP
MICROCHIP TECHNOLOGY INC
69.9M1.4%1.1M76.08+14.0%
ACN
Accenture plc
67.0M1.4%338.0K185.28-27.4%
AJG
Arthur J. Gallagher & Co.
56.6M1.1%261.3K263.81-12.8%
JNJ
JOHNSON & JOHNSON
49.1M1.0%201.0K270.24+51.1%
MRSH
MARSH & MCLENNAN COMPANIES, INC.
48.3M1.0%278.3K192.01-9.1%
ADP
AUTOMATIC DATA PROCESSING INC
47.3M1.0%232.8K280.81-9.1%
APD
Air Products & Chemicals, Inc.
42.4M0.9%145.9K305.10+4.4%
USB
US BANCORP \DE\
39.7M0.8%763.5K62.05+33.7%
ARES
Ares Management Corp
38.5M0.8%353.2K141.25-21.1%
TMO
THERMO FISHER SCIENTIFIC INC.
38.3M0.8%78.0K629.27+27.2%
AMT
AMERICAN TOWER CORP /MA/
34.8M0.7%201.6K175.80-16.1%
unmapped CUSIP US512807331.6M0.6%148.0K
MMM
3M CO
30.6M0.6%211.0K178.96+15.6%
BLK
BlackRock, Inc.
27.7M0.6%28.8K1,156.55+2.5%
JPM
JPMORGAN CHASE & CO
26.5M0.5%90.0K351.58+20.3%
CMCSA
COMCAST CORP
25.6M0.5%891.6K26.85-19.3%
DG
DOLLAR GENERAL CORP
24.9M0.5%210.0K123.41+7.5%
VZ
VERIZON COMMUNICATIONS INC
24.4M0.5%486.7K49.45+9.7%
ABT
ABBOTT LABORATORIES
24.4M0.5%237.8K116.64-11.9%
HAS
HASBRO, INC.
24.4M0.5%260.6K93.54+17.4%
OC
Owens Corning
22.6M0.5%209.0K148.06-0.4%
PEP
PEPSICO INC
19.8M0.4%127.5K143.48-4.8%
SSB
SouthState Bank Corp
18.5M0.4%200.4K106.86+10.6%
T
AT&T INC.
15.4M0.3%532.0K25.29-13.6%
RTX
RTX Corp
13.7M0.3%71.0K209.91+34.1%
ENB
ENBRIDGE INC
10.1M0.2%185.8K50.46+5.1%
LYB
LyondellBasell Industries N.V.
9.8M0.2%122.0K67.53+22.0%
NEE
NEXTERA ENERGY INC
8.0M0.2%86.0K83.65+9.8%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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