13FBOX
Lincoln Capital LLC · 13F Holdings
Options Calculator Rankings

Lincoln Capital LLC

No.3935 Data as of 2026Q2
Latest AUM (Q2 2026)
$562.0M
QoQ Change Q1 2026
+$34.2M+6.5%
Holdings
137
New Buys
6
Adds
35
Reduces
64
Exits
4
Unchanged
32
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ALPHABET INCGOOGL
9.65%8.4%$54.2M151,685$44.3M154,232-2,547-1.65%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
8.93%9.25%$50.2M100,250$48.8M101,855-1,605-1.58%Reduce
BERKSHIRE HATHAWAY INC CL ABRK.A
7.33%7.48%$41.2M55$39.5M5500.00%Unchanged
Markel Group Inc.MKL
6.21%6.59%$34.9M17,862$34.8M18,181-319-1.75%Reduce
COSTCO WHOLESALE CORPORATIONCOST
5.69%6.52%$32.0M34,211$34.4M34,545-334-0.97%Reduce
MASTERCARD INCORPORATEDMA
5.34%5.65%$30.0M58,458$29.8M59,681-1,223-2.05%Reduce
AMAZON COM INCAMZN
3.27%3.11%$18.4M77,042$16.4M78,940-1,898-2.40%Reduce
DANAHER CORP DEL COMDHR
3.09%3.04%$17.4M91,284$16.1M84,726+6,558+7.74%Add
APPLE INCAAPL
2.9%2.69%$16.3M56,302$14.2M56,035+267+0.48%Add
STARBUCKS CORPSBUX
2.78%2.65%$15.6M152,717$14.0M156,316-3,599-2.30%Reduce
MICROSOFT CORPMSFT
2.76%2.99%$15.5M41,643$15.8M42,644-1,001-2.35%Reduce
HAGERTY INCHGTY
2.07%1.9%$11.6M973,651$10.0M950,652+22,999+2.42%Add
CARRIER GLOBALCARR
1.9%1.59%$10.7M145,935$8.4M148,986-3,051-2.05%Reduce
MARRIOTT INTL INC NEWMAR
1.69%1.61%$9.5M25,661$8.5M25,990-329-1.27%Reduce
JPMORGAN CHASE & COJPM
1.59%1.56%$9.0M27,365$8.3M28,087-722-2.57%Reduce
BBANK NEW YORK MELLON CORPBK
1.54%1.35%$8.7M60,002$7.1M60,024-22-0.04%Reduce
MCDONALDS CORPMCD
1.46%1.87%$8.2M30,324$9.9M31,702-1,378-4.35%Reduce
LIBERTY MEDIA CORP DELFWONK
1.43%1.27%$8.0M84,595$6.7M79,095+5,500+6.95%Add
DISNEY WALT CODIS
1.23%1.39%$6.9M71,998$7.3M76,212-4,214-5.53%Reduce
LINDE PLCLIN
1.22%1.25%$6.9M13,208$6.6M13,267-59-0.44%Reduce
COCA COLA COKO
1.1%1.14%$6.2M75,968$6.0M79,227-3,259-4.11%Reduce
AMERICAN EXPRESS COAXP
1.09%1.09%$6.1M18,043$5.7M18,994-951-5.01%Reduce
JOHNSON & JOHNSONJNJ
1.01%1.09%$5.7M22,417$5.8M23,603-1,186-5.02%Reduce
UNITED PARCEL SVCS INCUPS
0.95%0.93%$5.4M49,785$4.9M50,033-248-0.50%Reduce
SCHWAB CHARLES CORPSCHW
0.94%1.04%$5.3M57,109$5.5M58,158-1,049-1.80%Reduce
UNION PAC CORPUNP
0.93%0.91%$5.2M19,130$4.8M19,871-741-3.73%Reduce
MOODYS CORPMCO
0.88%0.91%$4.9M10,861$4.8M11,026-165-1.50%Reduce
OTIS WORLDWIDEOTIS
0.83%0.99%$4.7M65,323$5.2M67,875-2,552-3.76%Reduce
AAlphabet Inc Class CGOOG
0.79%0.68%$4.4M12,497$3.6M12,49700.00%Unchanged
COPART INC COMCPRT
0.75%0.94%$4.2M148,987$4.9M149,066-79-0.05%Reduce
TRAVELERS COSTRV
0.66%0.65%$3.7M11,218$3.4M11,772-554-4.71%Reduce
IISHARES TRIVV
0.64%0.56%$3.6M4,821$3.0M4,548+273+6.00%Add
CCAPITAL GROUP GROWTH ETFCGGR
0.61%0.49%$3.4M72,265$2.6M64,960+7,305+11.25%Add
FFASTENAL CO COMFAST
0.6%0.61%$3.4M69,988$3.2M69,98800.00%Unchanged
APPLIED MATLS INCAMAT
0.57%0.29%$3.2M4,456$1.5M4,439+17+0.38%Add
OCCIDENTAL PETE CORPOXY
0.55%0.78%$3.1M63,208$4.1M63,423-215-0.34%Reduce
CHUBB LIMITEDCB
0.53%0.54%$3.0M8,763$2.9M8,76300.00%Unchanged
DEERE & CODE
0.5%0.48%$2.8M4,439$2.5M4,472-33-0.74%Reduce
CORNING INCGLW
0.47%0.27%$2.7M10,420$1.4M10,42000.00%Unchanged
AMPHENOL CORPAPH
0.47%0.41%$2.6M14,884$2.2M17,195-2,311-13.44%Reduce
WALMART INCWMT
0.46%0.54%$2.6M22,815$2.8M22,741+74+0.33%Add
CATERPILLAR INCCAT
0.45%0.32%$2.5M2,355$1.7M2,35500.00%Unchanged
PEPSICO INCPEP
0.36%0.46%$2.0M14,988$2.4M15,501-513-3.31%Reduce
VVANGUARD INDEX FDSVUG
0.35%0.3%$2.0M22,709$1.6M3,614+19,095+528.36%Add
BLACKROCK INC COMBLK
0.35%0.42%$1.9M2,023$2.2M2,309-286-12.39%Reduce
CCAPITAL GROUP CORE EQUITY ETCGUS
0.34%0.25%$1.9M42,760$1.3M34,996+7,764+22.19%Add
VERALTO CORP COM SHSVLTO
0.34%0.36%$1.9M21,446$1.9M21,710-264-1.22%Reduce
ECOLAB INCECL
0.32%0.33%$1.8M6,554$1.7M6,572-18-0.27%Reduce
CINCINNATI FINL CORP COMCINF
0.32%0.29%$1.8M9,813$1.5M9,81300.00%Unchanged
BBECTON DICKINSON & CO COMBDX
0.31%0.35%$1.7M11,371$1.9M11,835-464-3.92%Reduce

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