Who owns CINFWhat CINF owns
What Cincinnati Financial Corporation owns
The company's own 13F portfolio · as of 2026-03-31 · long US-listed stakes only — private holdings, bonds and cash are not disclosable on a 13F
$4.96B
disclosed stock portfolio
55
positions
14.3%
in AAPL
Positions, as of 2026-03-31
ordered by filed value · % of book = share of the disclosed stock portfolio · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE ORD | 2.8M | $709.9M | 14.3% |
| 2 | AVGOBROADCOM ORD | 1.4M | $446.8M | 9% |
| 3 | CMECME GROUP CL A ORD | 1.0M | $295.9M | 6% |
| 4 | CSCOCISCO SYSTEMS ORD | 2.5M | $197.6M | 4% |
| 5 | HONGBPHONEYWELL INTERNATIONAL ORD | 837,500 | $189.3M | 3.8% |
| 6 | PMPHILIP MORRIS INTERNATIONAL ORD | 1.1M | $182.2M | 3.7% |
| 7 | MSFTMICROSOFT ORD | 491,150 | $181.8M | 3.7% |
| 8 | DOVDOVER ORD | 843,600 | $175.8M | 3.5% |
| 9 | NSCNORFOLK SOUTHERN ORD | 587,687 | $168.7M | 3.4% |
| 10 | ADIANALOG DEVICES ORD | 445,870 | $141.8M | 2.9% |
| 11 | HDHOME DEPOT ORD | 426,054 | $140.1M | 2.8% |
| 12 | MCDMCDONALD'S ORD | 447,638 | $139.1M | 2.8% |
| 13 | TJXTJX ORD | 866,500 | $138.4M | 2.8% |
| 14 | VLOVALERO ENERGY ORD | 514,640 | $127.2M | 2.6% |
| 15 | UNHUNITEDHEALTH GRP ORD | 468,822 | $126.9M | 2.6% |
| 16 | QCOMQUALCOMM ORD | 957,500 | $123.3M | 2.5% |
| 17 | ABBVABBVIE ORD | 566,800 | $123.3M | 2.5% |
| 18 | SNASNAP ON ORD | 336,764 | $122.3M | 2.5% |
| 19 | MDLZMONDELEZ INTERNATIONAL CL A ORD | 1.4M | $83.5M | 1.7% |
| 20 | RPMRPM ORD | 824,725 | $82.0M | 1.7% |
| 21 | PLDPROLOGIS REIT | 590,000 | $78.0M | 1.6% |
| 22 | PNWPINNACLE WEST ORD | 729,460 | $73.5M | 1.5% |
| 23 | MCHPMICROCHIP TECHNOLOGY ORD | 1.1M | $69.9M | 1.4% |
| 24 | ACCENTURE CL A ORD | 338,000 | $67.0M | 1.4% |
| 25 | AJGARTHUR J GALLAGHER ORD | 261,259 | $56.6M | 1.1% |
| 26 | JNJJOHNSON & JOHNSON ORD | 201,000 | $49.1M | 1% |
| 27 | MRSHMARSH ORD | 278,334 | $48.3M | 1% |
| 28 | ADPAUTOMATIC DATA PROCESSING ORD | 232,750 | $47.3M | 1% |
| 29 | APDAIR PRODUCTS AND CHEMICALS ORD | 145,900 | $42.4M | 0.9% |
| 30 | USBUS BANCORP ORD | 763,500 | $39.7M | 0.8% |
| 31 | ARESARES MANAGEMENT CL A ORD | 353,154 | $38.5M | 0.8% |
| 32 | TMOTHERMO FISHER SCIENTIFIC ORD | 77,970 | $38.3M | 0.8% |
| 33 | AMTAMERICAN TOWER REIT | 201,619 | $34.8M | 0.7% |
| 34 | LAM RESEARCH ORD | 148,000 | $31.6M | 0.6% |
| 35 | MMM3M ORD | 211,000 | $30.6M | 0.6% |
| 36 | BLKBLACKROCK ORD | 28,844 | $27.7M | 0.6% |
| 37 | JPMJPMORGAN CHASE ORD | 90,000 | $26.5M | 0.5% |
| 38 | CMCSACOMCAST CL A ORD | 891,650 | $25.6M | 0.5% |
| 39 | DGDOLLAR GENERAL ORD | 210,000 | $24.9M | 0.5% |
| 40 | VZVERIZON COMMUNICATIONS ORD | 486,700 | $24.4M | 0.5% |
| 41 | ABTABBOTT LABORATORIES ORD | 237,800 | $24.4M | 0.5% |
| 42 | HASHASBRO ORD | 260,600 | $24.4M | 0.5% |
| 43 | OCOWENS CORNIING ORD | 209,000 | $22.6M | 0.5% |
| 44 | PEPPEPSICO ORD | 127,500 | $19.8M | 0.4% |
| 45 | SSBSOUTHSTATE BANK ORD | 200,419 | $18.5M | 0.4% |
| 46 | TAT&T ORD | 532,000 | $15.4M | 0.3% |
| 47 | RTXRTX ORD | 71,000 | $13.7M | 0.3% |
| 48 | ENBENBRIDGE ORD | 185,828 | $10.1M | 0.2% |
| 49 | LYONDELLBASELL INDUSTRIES CL A ORD | 121,991 | $9.8M | 0.2% |
| 50 | NEENEXTERA ENERGY ORD | 86,000 | $8.0M | 0.2% |
| 51 | CVXCHEVRON ORD | 35,139 | $7.3M | 0.1% |
| 52 | PGPROCTER & GAMBLE ORD | 49,900 | $7.2M | 0.1% |
| 53 | DUKDUKE ENERGY ORD | 38,784 | $5.1M | 0.1% |
| 54 | WALWESTERN ALLIANCE ORD | 50,000 | $3.5M | 0.1% |
| 55 | NSA*NATIONAL STORAGE AFFILIATES ORD | 82,030 | $3.1M | 0.1% |
Source: SEC Form 13F-HR filed by CINCINNATI FINANCIAL CORP (CIK 20286), reporting period 2026-03-31. Values are quarter-end filed marks. Research, not investment advice.