Lincoln Capital Corp Top Holdings and 13F Report (2025) About Lincoln Capital CorpInvestment ActivityLincoln Capital Corp has $240.16 million in total holdings as of March 31, 2025.Lincoln Capital Corp owns shares of 91 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 9.77% of the portfolio was purchased this quarter.About 9.20% of the portfolio was sold this quarter.This quarter, Lincoln Capital Corp has purchased 86 new stocks and bought additional shares in 29 stocks.Lincoln Capital Corp sold shares of 36 stocks and completely divested from 8 stocks this quarter.Largest Holdings Microsoft $18,590,141iShares Core MSCI EAFE ETF $15,597,374Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $13,163,015Apple $13,148,679iShares 7-10 Year Treasury Bond ETF $9,755,481 Largest New Holdings this Quarter 14021N105 - CAPITAL GROUP NEW GEOGRAPHY $3,110,757 Holding65473P105 - NiSource $2,555,785 HoldingG5960L103 - Medtronic $2,434,307 Holding573874104 - Marvell Technology $1,424,730 Holding922908363 - Vanguard S&P 500 ETF $1,237,495 Holding Largest Purchases this Quarter CAPITAL GROUP NEW GEOGRAPHY 123,639 shares (about $3.11M)Broadcom 16,736 shares (about $2.80M)NiSource 63,751 shares (about $2.56M)Medtronic 27,090 shares (about $2.43M)Dimensional Emerging Core Equity Market ETF 60,768 shares (about $1.57M) Largest Sales this Quarter NVIDIA 24,841 shares (about $2.69M)UnitedHealth Group 4,332 shares (about $2.27M)T-Mobile US 6,292 shares (about $1.68M)iShares MSCI USA Quality Factor ETF 8,707 shares (about $1.49M)Rocket Companies 95,592 shares (about $1.15M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLincoln Capital Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$18,590,141$522,545 ▼-2.7%49,5227.7%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$15,597,374$48,189 ▼-0.3%206,1786.5%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$13,163,015$856,641 ▼-6.1%119,5775.5%ETFAAPLApple$13,148,679$300,762 ▼-2.2%59,1945.5%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$9,755,481$282,962 ▲3.0%102,2914.1%ETFSCHMSchwab U.S. Mid-Cap ETF$8,720,452$192,308 ▼-2.2%332,8423.6%ETFAMZNAmazon.com$8,558,085$234,971 ▲2.8%44,9813.6%Retail/WholesaleJAAAJanus Henderson AAA CLO ETF$7,946,146$29,716 ▲0.4%156,6983.3%ETFMBBiShares MBS ETF$6,746,273$59,269 ▼-0.9%71,9372.8%ETFTMUST-Mobile US$6,731,945$1,678,119 ▼-20.0%25,2412.8%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$6,635,318$1,487,939 ▼-18.3%38,8282.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$6,560,993$1,178,448 ▲21.9%65,1732.7%ETFSPLGSPDR Portfolio S&P 500 ETF$6,540,650$609,466 ▲10.3%99,4622.7%ETFCORCencora$6,284,836$95,385 ▼-1.5%22,6002.6%MedicalJMBSJanus Henderson Mortgage-Backed Securities ETF$6,281,924$193,546 ▲3.2%138,9812.6%ETFUNHUnitedHealth Group$4,866,104$2,268,858 ▼-31.8%9,2912.0%MedicalSCHWCharles Schwab$4,847,805$182,079 ▼-3.6%61,9292.0%FinanceFIDELITY COVINGTON TRUST$4,802,730$749,371 ▲18.5%153,9832.0%ENHANCED LARGEGOOGLAlphabet$4,349,772$119,848 ▼-2.7%28,1281.8%Computer and TechnologyIVViShares Core S&P 500 ETF$4,205,970$92,717 ▼-2.2%7,4851.8%ETFVFMOVanguard U.S. Momentum Factor ETF$3,950,242$125,616 ▼-3.1%26,0381.6%ETFFBNDFidelity Total Bond ETF$3,645,860$4,656 ▼-0.1%79,8651.5%ETFAVGOBroadcom$3,284,764$2,802,070 ▲580.5%19,6191.4%Computer and TechnologyMAAMid-America Apartment Communities$3,243,736$25,975 ▼-0.8%19,3561.4%FinanceCAPITAL GROUP NEW GEOGRAPHY$3,110,757$3,110,757 ▲New Holding123,6391.3%SHSDTEDTE Energy$3,002,803$108,403 ▼-3.5%21,7171.3%UtilitiesGEGE Aerospace$2,958,453$983,949 ▲49.8%14,7811.2%IndustrialsNINiSource$2,555,785$2,555,785 ▲New Holding63,7511.1%UtilitiesWMTWalmart$2,533,321$31,428 ▼-1.2%28,8571.1%Retail/WholesaleSCHBSchwab US Broad Market ETF$2,447,724$4,112 ▲0.2%113,6891.0%ETFMDTMedtronic$2,434,307$2,434,307 ▲New Holding27,0901.0%MedicalTCAFT. Rowe Price Capital Appreciation Equity ETF$2,413,872$110,366 ▲4.8%74,7791.0%ETFTSPAT. Rowe Price U.S. Equity Research ETF$2,310,202$108,223 ▲4.9%65,7051.0%ManufacturingFIDELITY COVINGTON TRUST$2,246,124$25,530 ▼-1.1%76,1910.9%ENHANCED SMALLDFAEDimensional Emerging Core Equity Market ETF$2,212,119$1,573,283 ▲246.3%85,4430.9%ETFMAMastercard$2,153,602$52,620 ▲2.5%3,9290.9%Business ServicesSHViShares Short Treasury Bond ETF$1,743,188$17,232 ▼-1.0%15,7810.7%ETFVOVanguard Mid-Cap ETF$1,722,409$25,862 ▲1.5%6,6600.7%ETFINTFiShares International Equity Factor ETF$1,484,162$320,949 ▼-17.8%48,1250.6%ETFMRVLMarvell Technology$1,424,730$1,424,730 ▲New Holding23,1400.6%Computer and TechnologyVOOVanguard S&P 500 ETF$1,237,495$1,237,495 ▲New Holding2,4080.5%ETFSPROTT PHYSICAL GOLD & SILVE$1,218,7890.0%42,9000.5%TR UNITSPYSPDR S&P 500 ETF Trust$1,132,2050.0%2,0240.5%FinanceVIGVanguard Dividend Appreciation ETF$1,065,975$19,399 ▲1.9%5,4950.4%ETFRDFNRedfin$1,038,612$1,038,612 ▲New Holding112,7700.4%FinanceNFLXNetflix$956,776$22,381 ▼-2.3%1,0260.4%Consumer DiscretionaryABTAbbott Laboratories$948,9780.0%7,1540.4%MedicalXLKTechnology Select Sector SPDR Fund$907,893$545,107 ▲150.3%4,3970.4%ETFMETAMeta Platforms$870,880$19,596 ▲2.3%1,5110.4%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$839,719$33,990 ▼-3.9%16,9230.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$821,674$50,816 ▼-5.8%8,9580.3%ETFRKTRocket Companies$808,388$1,153,795 ▼-58.8%66,9750.3%FinanceSPROTT PHYSICAL SILVER TR$754,0000.0%65,0000.3%TR UNITNVDANVIDIA$730,481$2,692,267 ▼-78.7%6,7400.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$676,7770.0%6,4720.3%ETFEFAiShares MSCI EAFE ETF$624,4990.0%7,6410.3%FinanceJPMJPMorgan Chase & Co.$445,301$49,069 ▲12.4%1,8150.2%FinanceDWACWDigital World Acquisition$434,8750.0%35,0000.2%Financial ServicesBACBank of America$426,964$30,295 ▼-6.6%10,2320.2%FinanceBSMUInvesco BulletShares 2030 Municipal Bond ETF$398,971$151,664 ▼-27.5%18,4880.2%ManufacturingAMGNAmgen$396,956$136,785 ▼-25.6%1,2740.2%MedicalSPDWSPDR Portfolio Developed World ex-US ETF$396,396$29,856 ▲8.1%10,8870.2%ETFDWACDigital World Acquisition$390,8000.0%20,0000.2%Business ServicesTSLATesla$383,2980.0%1,4790.2%Auto/Tires/TrucksGLWCorning$376,531$1,236 ▲0.3%8,2250.2%Computer and TechnologyPFEPfizer$372,996$87,193 ▲30.5%14,7200.2%MedicalPHParker-Hannifin$353,161$1,216 ▼-0.3%5810.1%IndustrialsCOSTCostco Wholesale$349,939$39,723 ▼-10.2%3700.1%Retail/WholesaleMTUMiShares MSCI USA Momentum Factor ETF$315,929$21,022 ▲7.1%1,5630.1%ETFCNACNA Financial$309,356$53,227 ▲20.8%6,0910.1%FinanceIBDWiShares iBonds Dec 2031 Term Corporate ETF$308,627$44,010 ▲16.6%14,8740.1%ETFCFGCitizens Financial Group$305,319$43,266 ▲16.5%7,4520.1%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$294,018$294,018 ▲New Holding1,4890.1%FinanceBXBlackstone$286,864$13,980 ▼-4.6%2,0520.1%FinanceBKBank of New York Mellon$286,415$49,064 ▼-14.6%3,4150.1%FinanceXOMExxon Mobil$275,680$275,680 ▲New Holding2,3180.1%EnergyMOSMosaic$270,100$270,100 ▲New Holding10,0000.1%Basic MaterialsIWMiShares Russell 2000 ETF$267,117$267,117 ▲New Holding1,3390.1%FinanceMFCManulife Financial$266,114$31,150 ▼-10.5%8,5430.1%FinanceVVisa$237,612$237,612 ▲New Holding6780.1%Business ServicesLLYEli Lilly and Company$232,088$17,345 ▲8.1%2810.1%MedicalGOOGAlphabet$232,0020.0%1,4850.1%Computer and TechnologyAGFirst Majestic Silver$229,4670.0%34,3000.1%Basic MaterialsSPMBSPDR Portfolio Mortgage Backed Bond ETF$220,478$68,708 ▼-23.8%9,9990.1%ETFMSIMotorola Solutions$208,398$17,512 ▲9.2%4760.1%Computer and TechnologyCATCaterpillar$207,774$14,841 ▲7.7%6300.1%IndustrialsFFord Motor$206,542$471 ▼-0.2%20,5920.1%Auto/Tires/TrucksIBMInternational Business Machines$205,145$205,145 ▲New Holding8250.1%Computer and TechnologyWMWaste Management$200,025$200,025 ▲New Holding8640.1%Business ServicesKGCKinross Gold$189,1500.0%15,0000.1%Basic MaterialsNFGCNew Found Gold$30,0000.0%25,0000.0%Basic MaterialsTSNTyson Foods$0$2,415,572 ▼-100.0%00.0%Consumer StaplesQCOMQUALCOMM$0$2,162,284 ▼-100.0%00.0%Computer and TechnologyTXTTextron$0$1,197,221 ▼-100.0%00.0%AerospaceSMITH DOUGLAS HOMES CORP$0$1,103,981 ▼-100.0%00.0%COM SHS CL AAMDAdvanced Micro Devices$0$1,021,279 ▼-100.0%00.0%Computer and TechnologyVGLTVanguard Long-Term Treasury Index ETF$0$735,380 ▼-100.0%00.0%ETFCIThe Cigna Group$0$380,245 ▼-100.0%00.0%MedicalBWENBroadwind$0$37,228 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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