UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2004 Check here if Amendment [X]; Amendment Number: 1 This Amendment (Check only one.): [ ] is a restatement [X] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Cincinnati Financial Corporation Address: 6200 South Gilmore Road Fairfield, Ohio 45014 13F File Number: 028-10798 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing the Report on Behalf of Reporting Manager: Name: Kenneth S. Miller Title: Sr. Vice President Phone: (513) 870-2000 Signature, Place and Date of Signing: /s/ Kenneth S. Miller Fairfield, Ohio March 23, 2007 ------------------------------------- ----------------------- -------------- Report Type (Check only one.): [ ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [X] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of other Managers Reporting for this Manager: No. File No. Name 01 28-10753 The Cincinnati Insurance Company 02 28-10754 The Cincinnati Life Insurance Company 03 28-10755 The Cincinnati Casualty Company 04 28-10756 The Cincinnati Indemnity Company 1 FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers 0 Form 13F Information Table Entry Total: 2 Form 13F Information Table Value Total 6,296 (thousands) List of Other Included Managers: None 2 COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------------------------------------------------------------------------------------------------------------------ VALUE SHRS OR INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP [x$1000] PRN AMT SH/PRN PUT/CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------------------------------------------------------------------------------------------------------------------ IFC CAPITAL TRUST III $2.1875 CV PF CONVERTIBLE PFD 449498203 3,360 100,000 SH SOLE -- -- -- -- RICHARDSON ELECTRONICS CV DEB CONVERTIBLE DEB 763165AC1 2,936 3,000,000 PRN SOLE -- -- -- -- 6,296 3