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CINCINNATI FINANCIAL CORP

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13F filer, CIK 20286, CINCINNATI, OH

CINCINNATI FINANCIAL CORP reported $4,719,177,895 across 53 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-07. Its ten largest share positions make up 55.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-075059

Period
2025-06-30
Reported value
$4.72B
Holdings
53
Top 10 weight
55.21%
New
3
Sold out
1

Part of the filer group CINCINNATI FINANCIAL CORP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LAM RESEARCH ORDnew+277,240$27M
ARESnew+108,000$18.7M
DGadded+100,000$11.4M
OCadded+83,000$11.4M
WALnew+50,000$3.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
LRCXexited-277,240-$20.2M
AAPLreduced-12,500-$2.56M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001104659-25-075059, largest first. % of portfolio is the value over $4,719,177,895, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918,453 shares; 2024Q4: 2,832,016 shares; 2025Q1: 2,809,516 shares; 2025Q2: 2,797,016 shares 2,797,016$574M12.16%-12,500Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734,060 shares; 2024Q4: 1,724,909 shares; 2025Q1: 1,724,909 shares; 2025Q2: 1,724,909 shares 1,724,909$475M10.08%0Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002,000 shares; 2024Q4: 1,002,000 shares; 2025Q1: 1,002,000 shares; 2025Q2: 1,002,000 shares 1,002,000$276M5.85%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,250 shares; 2024Q4: 491,150 shares; 2025Q1: 491,150 shares; 2025Q2: 491,150 shares 491,150$244M5.18%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101,700 shares; 2024Q4: 1,101,700 shares; 2025Q1: 1,101,700 shares; 2025Q2: 1,101,700 shares 1,101,700$201M4.25%0Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837,500 shares; 2024Q4: 837,500 shares; 2025Q1: 837,500 shares; 2025Q2: 837,500 shares 837,500$195M4.13%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,546,500 shares; 2024Q4: 2,546,500 shares; 2025Q1: 2,546,500 shares; 2025Q2: 2,546,500 shares 2,546,500$177M3.74%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,054 shares; 2024Q4: 426,054 shares; 2025Q1: 426,054 shares; 2025Q2: 426,054 shares 426,054$156M3.31%0Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843,600 shares; 2024Q4: 843,600 shares; 2025Q1: 843,600 shares; 2025Q2: 843,600 shares 843,600$155M3.28%0Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957,500 shares; 2024Q4: 957,500 shares; 2025Q1: 957,500 shares; 2025Q2: 957,500 shares 957,500$152M3.23%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587,687 shares; 2024Q4: 587,687 shares; 2025Q1: 587,687 shares; 2025Q2: 587,687 shares 587,687$150M3.19%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,822 shares; 2024Q4: 468,822 shares; 2025Q1: 468,822 shares; 2025Q2: 468,822 shares 468,822$146M3.1%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,638 shares; 2024Q4: 447,638 shares; 2025Q1: 447,638 shares; 2025Q2: 447,638 shares 447,638$131M2.77%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866,500 shares; 2024Q4: 866,500 shares; 2025Q1: 866,500 shares; 2025Q2: 866,500 shares 866,500$107M2.27%0Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,870 shares; 2024Q4: 445,870 shares; 2025Q1: 445,870 shares; 2025Q2: 445,870 shares 445,870$106M2.25%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,800 shares; 2024Q4: 566,800 shares; 2025Q1: 566,800 shares; 2025Q2: 566,800 shares 566,800$105M2.23%0Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,902 shares; 2024Q4: 362,902 shares; 2025Q1: 362,902 shares; 2025Q2: 362,902 shares 362,902$105M2.23%0Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,764 shares; 2024Q4: 336,764 shares; 2025Q1: 336,764 shares; 2025Q2: 336,764 shares 336,764$105M2.22%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,000 shares; 2024Q4: 345,000 shares; 2025Q1: 338,000 shares; 2025Q2: 338,000 shares 338,000$101M2.14%0Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448,000 shares; 2024Q4: 1,448,000 shares; 2025Q1: 1,448,000 shares; 2025Q2: 1,448,000 shares 1,448,000$97.7M2.07%0Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824,725 shares; 2024Q4: 824,725 shares; 2025Q1: 824,725 shares; 2025Q2: 824,725 shares 824,725$90.6M1.92%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,750 shares; 2024Q4: 232,750 shares; 2025Q1: 232,750 shares; 2025Q2: 232,750 shares 232,750$71.8M1.52%0Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,640 shares; 2024Q4: 514,640 shares; 2025Q1: 514,640 shares; 2025Q2: 514,640 shares 514,640$69.2M1.47%0Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782,250 shares; 2024Q4: 782,250 shares; 2025Q1: 889,750 shares; 2025Q2: 934,750 shares 934,750$65.8M1.39%+45,000Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729,460 shares; 2024Q4: 729,460 shares; 2025Q1: 729,460 shares; 2025Q2: 729,460 shares 729,460$65.3M1.38%0Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590,000 shares; 2024Q4: 590,000 shares; 2025Q1: 590,000 shares; 2025Q2: 590,000 shares 590,000$62M1.31%0Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,619 shares; 2024Q4: 201,619 shares; 2025Q1: 201,619 shares; 2025Q2: 201,619 shares 201,619$44.6M0.94%0Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,900 shares; 2024Q4: 145,900 shares; 2025Q1: 145,900 shares; 2025Q2: 145,900 shares 145,900$41.2M0.87%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,500 shares; 2024Q4: 763,500 shares; 2025Q1: 763,500 shares; 2025Q2: 763,500 shares 763,500$34.5M0.73%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,800 shares; 2024Q4: 237,800 shares; 2025Q1: 237,800 shares; 2025Q2: 237,800 shares 237,800$32.3M0.69%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,000 shares; 2024Q4: 211,000 shares; 2025Q1: 211,000 shares; 2025Q2: 211,000 shares 211,000$32.1M0.68%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,000 shares; 2024Q4: 201,000 shares; 2025Q1: 201,000 shares; 2025Q2: 201,000 shares 201,000$30.7M0.65%0Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,844 shares; 2025Q1: 28,844 shares; 2025Q2: 28,844 shares 28,844$30.3M0.64%0Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776,650 shares; 2024Q4: 776,650 shares; 2025Q1: 776,650 shares; 2025Q2: 776,650 shares 776,650$27.7M0.59%0Timeline
LAM RESEARCH ORDLAM RESEARCH ORDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 277,240 shares 277,240$27M0.57%new
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 90,000 shares; 2025Q1: 90,000 shares; 2025Q2: 90,000 shares 90,000$26.1M0.55%0Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,000 shares; 2025Q2: 171,000 shares 171,000$23.5M0.5%+83,000Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,700 shares; 2024Q4: 486,700 shares; 2025Q1: 486,700 shares; 2025Q2: 486,700 shares 486,700$21.1M0.45%0Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,600 shares; 2024Q4: 260,600 shares; 2025Q1: 260,600 shares; 2025Q2: 260,600 shares 260,600$19.2M0.41%0Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,000 shares 108,000$18.7M0.4%newTimeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: 55,000 shares; 2025Q1: 55,000 shares; 2025Q2: 155,000 shares 155,000$17.7M0.38%+100,000Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,500 shares; 2024Q4: 127,500 shares; 2025Q1: 127,500 shares; 2025Q2: 127,500 shares 127,500$16.8M0.36%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,000 shares; 2024Q4: 532,000 shares; 2025Q1: 532,000 shares; 2025Q2: 532,000 shares 532,000$15.4M0.33%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,100 shares; 2024Q4: 579,100 shares; 2025Q1: 579,100 shares; 2025Q2: 579,100 shares 579,100$14M0.3%0Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,991 shares; 2024Q4: 221,991 shares; 2025Q1: 221,991 shares; 2025Q2: 221,991 shares 221,991$12.8M0.27%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,000 shares; 2024Q4: 71,000 shares; 2025Q1: 71,000 shares; 2025Q2: 71,000 shares 71,000$10.4M0.22%0Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,828 shares; 2024Q4: 185,828 shares; 2025Q1: 185,828 shares; 2025Q2: 185,828 shares 185,828$8.42M0.18%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,900 shares; 2024Q4: 49,900 shares; 2025Q1: 49,900 shares; 2025Q2: 49,900 shares 49,900$7.95M0.17%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,000 shares; 2024Q4: 48,000 shares; 2025Q1: 48,000 shares; 2025Q2: 86,000 shares 86,000$5.97M0.13%+38,000Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,139 shares; 2024Q4: 35,139 shares; 2025Q1: 35,139 shares; 2025Q2: 35,139 shares 35,139$5.03M0.11%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,784 shares; 2024Q4: 38,784 shares; 2025Q1: 38,784 shares; 2025Q2: 38,784 shares 38,784$4.58M0.1%0Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,000 shares 50,000$3.9M0.08%newTimeline
NSANATIONAL STORAGE AFFILIATESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,030 shares; 2024Q4: 82,030 shares; 2025Q1: 82,030 shares; 2025Q2: 82,030 shares 82,030$2.62M0.06%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LRCXLAM RESEARCH CORP277,240$20.2Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-25-075059 base2025-08-07acceptance time not in the bulk data set