Lincoln Capital
Latest statistics and disclosures from Lincoln Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, GOOGL, BRK.A, MKL, COST, and represent 38.24% of Lincoln Capital's stock portfolio.
- Added to shares of these 10 stocks: UPS, BRK.B, FWONK, MKL, HGTY, BRK.A, WAT, CASY, CVX, AMR.
- Started 8 new stock positions in WMB, AMR, WAT, CASY, INTC, KMI, CGBL, ROST.
- Reduced shares in these 10 stocks: ROP, OXY, CPRT, CARR, GOOGL, DIS, SBUX, MA, COST, .
- Sold out of its positions in COF, EL, MKC, NTRS.
- Lincoln Capital was a net buyer of stock by $3.6M.
- Lincoln Capital has $528M in assets under management (AUM), dropping by -4.36%.
- Central Index Key (CIK): 0001633862
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Portfolio Holdings for Lincoln Capital
Lincoln Capital holds 135 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.2 | $49M | +8% | 102k | 479.15 |
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| Alphabet Cap Stk Cl A (GOOGL) | 8.4 | $44M | 154k | 287.38 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 7.5 | $40M | +3% | 55.00 | 717942.18 |
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| Markel Corporation (MKL) | 6.6 | $35M | +4% | 18k | 1913.77 |
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| Costco Wholesale Corporation (COST) | 6.5 | $34M | 35k | 996.42 |
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| Mastercard Incorporated Cl A (MA) | 5.6 | $30M | 60k | 499.59 |
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| Amazon (AMZN) | 3.1 | $16M | 79k | 208.18 |
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| Danaher Corporation (DHR) | 3.0 | $16M | 85k | 189.46 |
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| Microsoft Corporation (MSFT) | 3.0 | $16M | 43k | 369.87 |
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| Apple (AAPL) | 2.7 | $14M | 56k | 253.61 |
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| Starbucks Corporation (SBUX) | 2.7 | $14M | -2% | 156k | 89.55 |
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| Hagerty Cl A Com (HGTY) | 1.9 | $10M | +16% | 951k | 10.53 |
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| McDonald's Corporation (MCD) | 1.9 | $9.9M | 32k | 310.76 |
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| Marriott Intl Cl A (MAR) | 1.6 | $8.5M | 26k | 326.91 |
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| Carrier Global Corporation (CARR) | 1.6 | $8.4M | -5% | 149k | 56.23 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $8.3M | 28k | 293.89 |
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| Walt Disney Company (DIS) | 1.4 | $7.3M | -4% | 76k | 96.34 |
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| Bank of New York Mellon Corporation (BK) | 1.3 | $7.1M | 60k | 118.61 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.3 | $6.7M | +91% | 79k | 84.96 |
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| Linde SHS (LIN) | 1.2 | $6.6M | 13k | 495.84 |
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| Coca-Cola Company (KO) | 1.1 | $6.0M | 79k | 76.05 |
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| Johnson & Johnson (JNJ) | 1.1 | $5.8M | 24k | 244.38 |
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| American Express Company (AXP) | 1.1 | $5.7M | 19k | 302.48 |
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| Charles Schwab Corporation (SCHW) | 1.0 | $5.5M | -3% | 58k | 93.98 |
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| Otis Worldwide Corp (OTIS) | 1.0 | $5.2M | 68k | 77.07 |
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| Copart (CPRT) | 0.9 | $4.9M | -10% | 149k | 33.17 |
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| United Parcel Svcs CL B (UPS) | 0.9 | $4.9M | +992% | 50k | 98.37 |
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| Union Pacific Corporation (UNP) | 0.9 | $4.8M | -3% | 20k | 242.53 |
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| Moody's Corporation (MCO) | 0.9 | $4.8M | -2% | 11k | 436.02 |
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| Occidental Petroleum Corporation (OXY) | 0.8 | $4.1M | -49% | 63k | 65.08 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.6M | 13k | 286.46 |
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| Travelers Companies (TRV) | 0.7 | $3.4M | 12k | 291.68 |
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| Fastenal Company (FAST) | 0.6 | $3.2M | 70k | 46.35 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.0M | -4% | 4.5k | 653.05 |
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| Chubb (CB) | 0.5 | $2.9M | 8.8k | 325.90 |
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| Wal-Mart Stores (WMT) | 0.5 | $2.8M | 23k | 124.28 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.5 | $2.6M | -2% | 65k | 40.11 |
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| Deere & Company (DE) | 0.5 | $2.5M | 4.5k | 563.27 |
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| Pepsi (PEP) | 0.5 | $2.4M | 16k | 155.29 |
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| Blackrock (BLK) | 0.4 | $2.2M | -2% | 2.3k | 961.43 |
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| Amphenol Corp Cl A (APH) | 0.4 | $2.2M | 17k | 126.35 |
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| Veralto Corp Com Shs (VLTO) | 0.4 | $1.9M | -6% | 22k | 88.36 |
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| Becton, Dickinson and (BDX) | 0.4 | $1.9M | -2% | 12k | 157.18 |
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| Ecolab (ECL) | 0.3 | $1.7M | -5% | 6.6k | 266.02 |
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| IDEXX Laboratories (IDXX) | 0.3 | $1.7M | 3.0k | 561.48 |
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| Caterpillar (CAT) | 0.3 | $1.7M | 2.4k | 708.27 |
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| Louisiana-Pacific Corporation (LPX) | 0.3 | $1.6M | 22k | 72.54 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.6M | -3% | 18k | 90.46 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.6M | 3.6k | 436.56 |
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| Cincinnati Financial Corporation (CINF) | 0.3 | $1.5M | 9.8k | 157.35 |
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| Applied Materials (AMAT) | 0.3 | $1.5M | 4.4k | 341.82 |
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| Corning Incorporated (GLW) | 0.3 | $1.4M | 10k | 135.97 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $1.3M | -4% | 20k | 67.39 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $1.3M | -2% | 35k | 38.37 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.3M | 10k | 124.02 |
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| Esab Corporation (ESAB) | 0.2 | $1.2M | 13k | 96.66 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.2M | 7.1k | 169.92 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.1M | 4.4k | 261.51 |
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| Msci (MSCI) | 0.2 | $1.1M | -15% | 2.1k | 538.38 |
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| Home Depot (HD) | 0.2 | $1.1M | -2% | 3.4k | 328.68 |
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| Tesla Motors (TSLA) | 0.2 | $1.1M | +4% | 3.0k | 371.80 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.0M | +4% | 11k | 92.71 |
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| NVIDIA Corporation (NVDA) | 0.2 | $961k | 5.5k | 174.32 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $943k | 28k | 33.32 |
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| S&p Global (SPGI) | 0.2 | $937k | -2% | 2.2k | 423.95 |
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| Procter & Gamble Company (PG) | 0.2 | $904k | -2% | 6.3k | 144.47 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.2 | $900k | -11% | 20k | 44.41 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $826k | 4.2k | 196.20 |
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| Waste Connections (WCN) | 0.2 | $822k | 5.1k | 162.44 |
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| Phillips 66 (PSX) | 0.2 | $815k | 4.5k | 182.78 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.2 | $813k | 28k | 29.49 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.2 | $804k | +9% | 22k | 35.81 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $777k | -3% | 19k | 40.44 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $740k | 1.1k | 650.27 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $736k | +5% | 17k | 42.54 |
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| Diageo Spon Adr New (DEO) | 0.1 | $734k | -5% | 9.9k | 74.44 |
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| Mettler-Toledo International (MTD) | 0.1 | $706k | 560.00 | 1261.20 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $671k | 13k | 53.87 |
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| Colgate-Palmolive Company (CL) | 0.1 | $639k | -6% | 7.5k | 85.24 |
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| CoStar (CSGP) | 0.1 | $633k | -4% | 16k | 40.34 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $622k | 9.7k | 63.81 |
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| Hershey Company (HSY) | 0.1 | $614k | 3.0k | 207.92 |
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| Visa Com Cl A (V) | 0.1 | $601k | -3% | 2.0k | 302.24 |
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| Stryker Corporation (SYK) | 0.1 | $585k | 1.8k | 328.59 |
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| Chevron Corporation (CVX) | 0.1 | $576k | +63% | 2.8k | 206.94 |
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| Wells Fargo & Company (WFC) | 0.1 | $573k | 7.2k | 79.61 |
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| Nike CL B (NKE) | 0.1 | $567k | -2% | 11k | 52.80 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $560k | 4.1k | 138.22 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $559k | -14% | 8.0k | 70.15 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $557k | 2.9k | 192.73 |
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| Meta Platforms Cl A (META) | 0.1 | $544k | 951.00 | 572.13 |
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| Henry Schein (HSIC) | 0.1 | $538k | 7.3k | 73.70 |
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| Xylem (XYL) | 0.1 | $536k | 4.5k | 119.50 |
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| Buckle (BKE) | 0.1 | $519k | 10k | 50.36 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $512k | 2.6k | 198.27 |
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| American Tower Reit (AMT) | 0.1 | $466k | 2.7k | 172.58 |
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| Waters Corporation (WAT) | 0.1 | $457k | NEW | 1.5k | 297.73 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $443k | +9% | 4.8k | 91.77 |
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| Eaton Corp SHS (ETN) | 0.1 | $416k | 1.2k | 357.67 |
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| Capital Group International SHS (CGIE) | 0.1 | $406k | 12k | 33.63 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $377k | 5.7k | 66.28 |
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| Roper Industries (ROP) | 0.1 | $373k | -91% | 1.1k | 353.76 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $353k | -7% | 591.00 | 597.49 |
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| Us Bancorp Com New (USB) | 0.1 | $345k | 6.6k | 52.00 |
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| Bwx Technologies (BWXT) | 0.1 | $339k | 1.7k | 204.46 |
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| Bank of America Corporation (BAC) | 0.1 | $339k | 7.0k | 48.69 |
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| Automatic Data Processing (ADP) | 0.1 | $318k | 1.6k | 203.21 |
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| Oracle Corporation (ORCL) | 0.1 | $312k | +5% | 2.1k | 147.08 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $309k | 1.2k | 248.00 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.1 | $304k | 2.7k | 110.79 |
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| Philip Morris International (PM) | 0.1 | $303k | 1.8k | 165.34 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $302k | 7.8k | 38.86 |
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| Cisco Systems (CSCO) | 0.1 | $300k | 3.9k | 77.59 |
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| International Business Machines (IBM) | 0.1 | $294k | +2% | 1.2k | 242.39 |
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| ConocoPhillips (COP) | 0.1 | $286k | 2.2k | 132.01 |
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| Pfizer (PFE) | 0.1 | $277k | -3% | 9.9k | 28.08 |
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| Unilever Spon Adr New (UL) | 0.1 | $276k | -6% | 4.8k | 56.97 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $266k | 3.0k | 88.70 |
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| Casey's General Stores (CASY) | 0.0 | $256k | NEW | 352.00 | 728.49 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $252k | 585.00 | 430.04 |
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| Valmont Industries (VMI) | 0.0 | $240k | 600.00 | 399.57 |
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| Truist Financial Corp equities (TFC) | 0.0 | $239k | 5.2k | 45.97 |
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| Nucor Corporation (NUE) | 0.0 | $228k | 1.3k | 169.10 |
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| Alpha Metallurgical Resources (AMR) | 0.0 | $219k | NEW | 1.1k | 205.27 |
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| Kinder Morgan (KMI) | 0.0 | $218k | NEW | 6.5k | 33.53 |
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| Abbvie (ABBV) | 0.0 | $218k | 1.0k | 217.36 |
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| T. Rowe Price (TROW) | 0.0 | $217k | 2.4k | 90.14 |
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| Ross Stores (ROST) | 0.0 | $217k | NEW | 1.0k | 216.63 |
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| Intel Corporation (INTC) | 0.0 | $215k | NEW | 4.9k | 44.13 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $212k | 1.5k | 142.46 |
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| Williams Companies (WMB) | 0.0 | $210k | NEW | 2.9k | 72.78 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $204k | 353.00 | 577.73 |
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| Capital Group Core Balanced SHS (CGBL) | 0.0 | $202k | NEW | 5.9k | 34.41 |
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| United States Antimony (UAMY) | 0.0 | $125k | +24% | 14k | 8.73 |
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| Goldmining (GLDG) | 0.0 | $13k | 11k | 1.19 |
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Past Filings by Lincoln Capital
SEC 13F filings are viewable for Lincoln Capital going back to 2014
- Lincoln Capital 2026 Q1 filed May 1, 2026
- Lincoln Capital 2025 Q4 filed Jan. 8, 2026
- Lincoln Capital 2025 Q3 filed Nov. 5, 2025
- Lincoln Capital 2025 Q2 filed July 11, 2025
- Lincoln Capital 2025 Q1 filed May 13, 2025
- Lincoln Capital 2024 Q4 filed Jan. 16, 2025
- Lincoln Capital 2024 Q3 filed Nov. 1, 2024
- Lincoln Capital 2024 Q2 filed July 23, 2024
- Lincoln Capital 2024 Q1 filed April 16, 2024
- Lincoln Capital 2023 Q4 filed Jan. 10, 2024
- Lincoln Capital 2023 Q3 filed Oct. 11, 2023
- Lincoln Capital 2023 Q2 filed Aug. 4, 2023
- Lincoln Capital 2023 Q1 filed April 27, 2023
- Lincoln Capital 2022 Q4 filed Jan. 19, 2023
- Lincoln Capital 2022 Q3 filed Oct. 26, 2022
- Lincoln Capital 2022 Q2 filed July 20, 2022