Institutions / Cincinnati Casualty Co

Cincinnati Casualty Co

CIK 1279888 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$191.47M
Positions
24
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$191.47M-2.8%
$197.08M$194.27M$191.47MQ4 '25Q1 '26

Positions

24+0.0%
242424Q4 '25Q1 '26

Top holdings

Mar 31, 2026
CompanyClassValueShares% of portfolio
Microsoft Corpโ€”$29.61M80,00015.5%
Cummins Incโ€”$24.75M46,00012.9%
DOVER Corpโ€”$18.76M90,0009.8%
Enbridge Ordโ€”$16.75M309,4188.7%
Automatic Data Processing Incโ€”$14.63M72,0007.6%
JPMorgan Chase & Coโ€”$13.68M46,5007.1%
Honeywell International Incโ€”$11.30M50,0005.9%
Duke Energy Corpโ€”$8.68M66,3004.5%
RTX Corpโ€”$7.72M40,0004.0%
Air Products & Chemicals, Inc.โ€”$7.19M24,7503.8%
Johnson & Johnsonโ€”$6.11M25,0003.2%
Thermo Fisher Scientific Inc.โ€”$4.76M9,6822.5%
TJX Cos Inc/Theโ€”$4.39M27,5002.3%
US Bancorp \Deโ€”$4.16M80,0002.2%
Wec Energy Group, Inc.โ€”$3.59M31,0001.9%
Accenture plcโ€”$2.97M15,0001.6%
Analog Devices Incโ€”$2.66M8,3551.4%
Home Depot, Inc.โ€”$2.30M7,0001.2%
Hasbro, Inc.โ€”$2.01M21,5001.1%
Pinnacle West Capital Corpโ€”$1.51M14,9580.8%
LyondellBasell Industries N.V.โ€”$1.42M17,6830.7%
Comcast Corp.โ€”$1.00M35,0000.5%
Regions Financial Corpโ€”$977.9K37,4400.5%
Western Alliance Bancorpโ€”$524.6K7,4050.3%

Activity

InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
DateActionCompanyValueShares ฮ”Position afterImpact
Q1 2026
as of
ExitPfizer Inc
Common stock
$-5.89M-236K
-100.00%
0
medium
Q1 2026
as of
NewThermo Fisher Scientific Inc.
Common stock
$4.76M+10K
9,682
2.49% of portfolio
low