Lincoln Capital as of March 31, 2026
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 | 102k | 479.15 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.4 | $44M | 154k | 287.38 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 7.5 | $40M | 55.00 | 717942.18 | |
| Markel Corporation (MKL) | 6.6 | $35M | 18k | 1913.77 | |
| Costco Wholesale Corporation (COST) | 6.5 | $34M | 35k | 996.42 | |
| Mastercard Incorporated Cl A (MA) | 5.6 | $30M | 60k | 499.59 | |
| Amazon (AMZN) | 3.1 | $16M | 79k | 208.18 | |
| Danaher Corporation (DHR) | 3.0 | $16M | 85k | 189.46 | |
| Microsoft Corporation (MSFT) | 3.0 | $16M | 43k | 369.87 | |
| Apple (AAPL) | 2.7 | $14M | 56k | 253.61 | |
| Starbucks Corporation (SBUX) | 2.7 | $14M | 156k | 89.55 | |
| Hagerty Cl A Com (HGTY) | 1.9 | $10M | 951k | 10.53 | |
| McDonald's Corporation (MCD) | 1.9 | $9.9M | 32k | 310.76 | |
| Marriott Intl Cl A (MAR) | 1.6 | $8.5M | 26k | 326.91 | |
| Carrier Global Corporation (CARR) | 1.6 | $8.4M | 149k | 56.23 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $8.3M | 28k | 293.89 | |
| Walt Disney Company (DIS) | 1.4 | $7.3M | 76k | 96.34 | |
| Bank of New York Mellon Corporation (BK) | 1.3 | $7.1M | 60k | 118.61 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.3 | $6.7M | 79k | 84.96 | |
| Linde SHS (LIN) | 1.2 | $6.6M | 13k | 495.84 | |
| Coca-Cola Company (KO) | 1.1 | $6.0M | 79k | 76.05 | |
| Johnson & Johnson (JNJ) | 1.1 | $5.8M | 24k | 244.38 | |
| American Express Company (AXP) | 1.1 | $5.7M | 19k | 302.48 | |
| Charles Schwab Corporation (SCHW) | 1.0 | $5.5M | 58k | 93.98 | |
| Otis Worldwide Corp (OTIS) | 1.0 | $5.2M | 68k | 77.07 | |
| Copart (CPRT) | 0.9 | $4.9M | 149k | 33.17 | |
| United Parcel Svcs CL B (UPS) | 0.9 | $4.9M | 50k | 98.37 | |
| Union Pacific Corporation (UNP) | 0.9 | $4.8M | 20k | 242.53 | |
| Moody's Corporation (MCO) | 0.9 | $4.8M | 11k | 436.02 | |
| Occidental Petroleum Corporation (OXY) | 0.8 | $4.1M | 63k | 65.08 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.6M | 13k | 286.46 | |
| Travelers Companies (TRV) | 0.7 | $3.4M | 12k | 291.68 | |
| Fastenal Company (FAST) | 0.6 | $3.2M | 70k | 46.35 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.0M | 4.5k | 653.05 | |
| Chubb (CB) | 0.5 | $2.9M | 8.8k | 325.90 | |
| Wal-Mart Stores (WMT) | 0.5 | $2.8M | 23k | 124.28 | |
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.5 | $2.6M | 65k | 40.11 | |
| Deere & Company (DE) | 0.5 | $2.5M | 4.5k | 563.27 | |
| Pepsi (PEP) | 0.5 | $2.4M | 16k | 155.29 | |
| Blackrock (BLK) | 0.4 | $2.2M | 2.3k | 961.43 | |
| Amphenol Corp Cl A (APH) | 0.4 | $2.2M | 17k | 126.35 | |
| Veralto Corp Com Shs (VLTO) | 0.4 | $1.9M | 22k | 88.36 | |
| Becton, Dickinson and (BDX) | 0.4 | $1.9M | 12k | 157.18 | |
| Ecolab (ECL) | 0.3 | $1.7M | 6.6k | 266.02 | |
| IDEXX Laboratories (IDXX) | 0.3 | $1.7M | 3.0k | 561.48 | |
| Caterpillar (CAT) | 0.3 | $1.7M | 2.4k | 708.27 | |
| Louisiana-Pacific Corporation (LPX) | 0.3 | $1.6M | 22k | 72.54 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.6M | 18k | 90.46 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.6M | 3.6k | 436.56 | |
| Cincinnati Financial Corporation (CINF) | 0.3 | $1.5M | 9.8k | 157.35 | |
| Applied Materials (AMAT) | 0.3 | $1.5M | 4.4k | 341.82 | |
| Corning Incorporated (GLW) | 0.3 | $1.4M | 10k | 135.97 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $1.3M | 20k | 67.39 | |
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $1.3M | 35k | 38.37 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.3M | 10k | 124.02 | |
| Esab Corporation (ESAB) | 0.2 | $1.2M | 13k | 96.66 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.2M | 7.1k | 169.92 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.1M | 4.4k | 261.51 | |
| Msci (MSCI) | 0.2 | $1.1M | 2.1k | 538.38 | |
| Home Depot (HD) | 0.2 | $1.1M | 3.4k | 328.68 | |
| Tesla Motors (TSLA) | 0.2 | $1.1M | 3.0k | 371.80 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.0M | 11k | 92.71 | |
| NVIDIA Corporation (NVDA) | 0.2 | $961k | 5.5k | 174.32 | |
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $943k | 28k | 33.32 | |
| S&p Global (SPGI) | 0.2 | $937k | 2.2k | 423.95 | |
| Procter & Gamble Company (PG) | 0.2 | $904k | 6.3k | 144.47 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.2 | $900k | 20k | 44.41 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $826k | 4.2k | 196.20 | |
| Waste Connections (WCN) | 0.2 | $822k | 5.1k | 162.44 | |
| Phillips 66 (PSX) | 0.2 | $815k | 4.5k | 182.78 | |
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.2 | $813k | 28k | 29.49 | |
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.2 | $804k | 22k | 35.81 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $777k | 19k | 40.44 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $740k | 1.1k | 650.27 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $736k | 17k | 42.54 | |
| Diageo Spon Adr New (DEO) | 0.1 | $734k | 9.9k | 74.44 | |
| Mettler-Toledo International (MTD) | 0.1 | $706k | 560.00 | 1261.20 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $671k | 13k | 53.87 | |
| Colgate-Palmolive Company (CL) | 0.1 | $639k | 7.5k | 85.24 | |
| CoStar (CSGP) | 0.1 | $633k | 16k | 40.34 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $622k | 9.7k | 63.81 | |
| Hershey Company (HSY) | 0.1 | $614k | 3.0k | 207.92 | |
| Visa Com Cl A (V) | 0.1 | $601k | 2.0k | 302.24 | |
| Stryker Corporation (SYK) | 0.1 | $585k | 1.8k | 328.59 | |
| Chevron Corporation (CVX) | 0.1 | $576k | 2.8k | 206.94 | |
| Wells Fargo & Company (WFC) | 0.1 | $573k | 7.2k | 79.61 | |
| Nike CL B (NKE) | 0.1 | $567k | 11k | 52.80 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $560k | 4.1k | 138.22 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $559k | 8.0k | 70.15 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $557k | 2.9k | 192.73 | |
| Meta Platforms Cl A (META) | 0.1 | $544k | 951.00 | 572.13 | |
| Henry Schein (HSIC) | 0.1 | $538k | 7.3k | 73.70 | |
| Xylem (XYL) | 0.1 | $536k | 4.5k | 119.50 | |
| Buckle (BKE) | 0.1 | $519k | 10k | 50.36 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $512k | 2.6k | 198.27 | |
| American Tower Reit (AMT) | 0.1 | $466k | 2.7k | 172.58 | |
| Waters Corporation (WAT) | 0.1 | $457k | 1.5k | 297.73 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $443k | 4.8k | 91.77 | |
| Eaton Corp SHS (ETN) | 0.1 | $416k | 1.2k | 357.67 | |
| Capital Group International SHS (CGIE) | 0.1 | $406k | 12k | 33.63 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $377k | 5.7k | 66.28 | |
| Roper Industries (ROP) | 0.1 | $373k | 1.1k | 353.76 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $353k | 591.00 | 597.49 | |
| Us Bancorp Com New (USB) | 0.1 | $345k | 6.6k | 52.00 | |
| Bwx Technologies (BWXT) | 0.1 | $339k | 1.7k | 204.46 | |
| Bank of America Corporation (BAC) | 0.1 | $339k | 7.0k | 48.69 | |
| Automatic Data Processing (ADP) | 0.1 | $318k | 1.6k | 203.21 | |
| Oracle Corporation (ORCL) | 0.1 | $312k | 2.1k | 147.08 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $309k | 1.2k | 248.00 | |
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.1 | $304k | 2.7k | 110.79 | |
| Philip Morris International (PM) | 0.1 | $303k | 1.8k | 165.34 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $302k | 7.8k | 38.86 | |
| Cisco Systems (CSCO) | 0.1 | $300k | 3.9k | 77.59 | |
| International Business Machines (IBM) | 0.1 | $294k | 1.2k | 242.39 | |
| ConocoPhillips (COP) | 0.1 | $286k | 2.2k | 132.01 | |
| Pfizer (PFE) | 0.1 | $277k | 9.9k | 28.08 | |
| Unilever Spon Adr New (UL) | 0.1 | $276k | 4.8k | 56.97 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $266k | 3.0k | 88.70 | |
| Casey's General Stores (CASY) | 0.0 | $256k | 352.00 | 728.49 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $252k | 585.00 | 430.04 | |
| Valmont Industries (VMI) | 0.0 | $240k | 600.00 | 399.57 | |
| Truist Financial Corp equities (TFC) | 0.0 | $239k | 5.2k | 45.97 | |
| Nucor Corporation (NUE) | 0.0 | $228k | 1.3k | 169.10 | |
| Alpha Metallurgical Resources (AMR) | 0.0 | $219k | 1.1k | 205.27 | |
| Kinder Morgan (KMI) | 0.0 | $218k | 6.5k | 33.53 | |
| Abbvie (ABBV) | 0.0 | $218k | 1.0k | 217.36 | |
| T. Rowe Price (TROW) | 0.0 | $217k | 2.4k | 90.14 | |
| Ross Stores (ROST) | 0.0 | $217k | 1.0k | 216.63 | |
| Intel Corporation (INTC) | 0.0 | $215k | 4.9k | 44.13 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $212k | 1.5k | 142.46 | |
| Williams Companies (WMB) | 0.0 | $210k | 2.9k | 72.78 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $204k | 353.00 | 577.73 | |
| Capital Group Core Balanced SHS (CGBL) | 0.0 | $202k | 5.9k | 34.41 | |
| United States Antimony (UAMY) | 0.0 | $125k | 14k | 8.73 | |
| Goldmining (GLDG) | 0.0 | $13k | 11k | 1.19 |
