Lincoln Capital LLC Top Holdings and 13F Report (2025) About Lincoln Capital LLCInvestment ActivityLincoln Capital LLC has $478.93 million in total holdings as of March 31, 2025.Lincoln Capital LLC owns shares of 117 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 4.80% of the portfolio was purchased this quarter.About 1.50% of the portfolio was sold this quarter.This quarter, Lincoln Capital LLC has purchased 116 new stocks and bought additional shares in 39 stocks.Lincoln Capital LLC sold shares of 49 stocks and completely divested from 5 stocks this quarter.Largest Holdings Berkshire Hathaway $49,796,458Berkshire Hathaway $41,340,000Costco Wholesale $34,864,139Mastercard $32,750,631Markel Group $31,442,174 Largest New Holdings this Quarter 546347105 - Louisiana-Pacific $2,125,880 Holding22160N109 - CoStar Group $1,720,509 Holding55354G100 - MSCI $1,349,969 Holding45168D104 - IDEXX Laboratories $1,276,575 Holding477839104 - John Bean Technologies $534,789 Holding Largest Purchases this Quarter Formula One Group 34,433 shares (about $2.91M)Carrier Global 40,259 shares (about $2.39M)Louisiana-Pacific 25,275 shares (about $2.13M)Copart 34,884 shares (about $2.11M)Danaher 10,387 shares (about $2.00M) Largest Sales this Quarter Berkshire Hathaway 1 shares (about $780K)Costco Wholesale 622 shares (about $609.07K)Diageo 4,763 shares (about $535.22K)Walt Disney 5,592 shares (about $481.42K)Alphabet 2,867 shares (about $434.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLincoln Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$49,796,458$433,298 ▲0.9%95,61710.4%FinanceBRK.ABerkshire Hathaway$41,340,000$780,000 ▼-1.9%538.6%FinanceCOSTCostco Wholesale$34,864,139$609,075 ▼-1.7%35,6047.3%Retail/WholesaleMAMastercard$32,750,631$388,639 ▼-1.2%62,1076.8%Business ServicesMKLMarkel Group$31,442,174$5,356 ▼0.0%17,6136.6%Multi-Sector ConglomeratesGOOGLAlphabet$24,260,652$434,265 ▼-1.8%160,1685.1%Computer and TechnologyDHRDanaher$16,643,410$1,995,027 ▲13.6%86,6533.5%MedicalMSFTMicrosoft$14,610,061$42,184 ▲0.3%39,8293.1%Computer and TechnologyAMZNAmazon.com$14,224,740$233,102 ▼-1.6%82,1383.0%Retail/WholesaleSBUXStarbucks$13,561,580$234,214 ▼-1.7%165,8912.8%Retail/WholesaleAAPLApple$11,335,421$110,456 ▼-1.0%56,7512.4%Computer and TechnologyMCDMcDonald's$10,486,625$156,031 ▼-1.5%32,8652.2%Retail/WholesaleCARRCarrier Global$9,474,971$2,394,196 ▲33.8%159,3242.0%Computer and TechnologyROPRoper Technologies$7,409,949$196,261 ▼-2.6%13,4411.5%Computer and TechnologyOTISOtis Worldwide$7,256,586$253,114 ▼-3.4%73,3361.5%ConstructionDISWalt Disney$7,252,261$481,418 ▼-6.2%84,2401.5%Consumer DiscretionaryJPMJPMorgan Chase & Co.$6,917,499$122,509 ▼-1.7%29,3621.4%FinanceLINDE PLC$6,287,336$50,917 ▼-0.8%13,8301.3%SHSKOCoca-Cola$5,956,269$127,478 ▼-2.1%80,5991.2%Consumer StaplesMARMarriott International$5,851,209$115,149 ▼-1.9%26,5251.2%Consumer DiscretionaryDEODiageo$5,669,997$535,221 ▼-8.6%50,4581.2%Consumer StaplesMCOMoody's$5,112,915$41,268 ▼-0.8%11,8941.1%FinanceCPRTCopart$5,004,244$2,107,343 ▲72.7%82,8381.0%Business ServicesAXPAmerican Express$4,926,618$1,052,819 ▲27.2%19,5181.0%FinanceBKBank of New York Mellon$4,791,151$8,776 ▼-0.2%62,7851.0%FinanceHGTYHagerty$4,753,248$520,371 ▲12.3%555,2861.0%Retail/WholesaleSCHWCharles Schwab$4,721,302$96,874 ▼-2.0%61,6521.0%FinanceUNPUnion Pacific$4,711,571$96,956 ▼-2.0%21,7221.0%TransportationJNJJohnson & Johnson$3,940,393$15,617 ▼-0.4%24,9790.8%MedicalTRVTravelers Companies$3,820,701$12,543 ▼-0.3%14,6210.8%FinanceFWONKFormula One Group$3,522,701$2,905,113 ▲470.4%41,7530.7%Consumer DiscretionaryOXYOccidental Petroleum$2,881,251$1,656,804 ▲135.3%72,0850.6%EnergyBDXBecton, Dickinson and Company$2,760,675$60,562 ▼-2.1%13,8120.6%MedicalIVViShares Core S&P 500 ETF$2,371,042$253,038 ▲11.9%4,4790.5%ETFFASTFastenal$2,360,3760.0%28,9830.5%Retail/WholesaleBLACKROCK INC$2,332,504$50,572 ▼-2.1%2,6290.5%COMPEPPepsiCo$2,298,599$112,613 ▼-4.7%16,0230.5%Consumer StaplesVERALTO CORP$2,139,659$51,367 ▼-2.3%23,9930.4%COM SHSLPXLouisiana-Pacific$2,125,880$2,125,880 ▲New Holding25,2750.4%ConstructionGOOGAlphabet$2,125,787$92,185 ▲4.5%13,8130.4%Computer and TechnologyWMTWalmart$2,082,485$43,156 ▲2.1%21,9560.4%Retail/WholesaleDEDeere & Company$2,029,302$72,751 ▼-3.5%4,4630.4%IndustrialsCBChubb$2,021,904$11,326 ▲0.6%6,9620.4%FinanceCGGRCapital Group Growth ETF$1,832,149$482,098 ▲35.7%56,2530.4%ETFCSGPCoStar Group$1,720,509$1,720,509 ▲New Holding21,2750.4%Computer and TechnologyECLEcolab$1,690,823$74,595 ▼-4.2%7,1400.4%Basic MaterialsAPHAmphenol$1,565,5200.0%23,8100.3%Computer and TechnologyESABESAB$1,430,640$1,807 ▲0.1%12,6660.3%IndustrialsIEFAiShares Core MSCI EAFE ETF$1,389,469$8,426 ▲0.6%18,1390.3%ETFMSCIMSCI$1,349,969$1,349,969 ▲New Holding2,5070.3%FinanceCINFCincinnati Financial$1,303,7080.0%9,8060.3%FinanceHDHome Depot$1,281,483$46,071 ▼-3.5%3,6160.3%Retail/WholesaleIDXXIDEXX Laboratories$1,276,575$1,276,575 ▲New Holding3,0280.3%MedicalVUGVanguard Growth ETF$1,186,139$160,356 ▲15.6%3,3730.2%ETFBAMBrookfield Asset Management$1,145,277$10,389 ▲0.9%23,1510.2%FinanceIJHiShares Core S&P Mid-Cap ETF$1,107,024$20,877 ▲1.9%20,1500.2%ETFSPGIS&P Global$1,098,886$8,862 ▲0.8%2,3560.2%Business ServicesPGProcter & Gamble$1,066,206$17,292 ▼-1.6%6,3510.2%Consumer StaplesWCNWaste Connections$1,001,7700.0%5,0620.2%Business ServicesIJRiShares Core S&P Small-Cap ETF$977,016$20,588 ▲2.2%10,1080.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$958,8900.0%10,6510.2%ETFCLColgate-Palmolive$922,267$5,844 ▼-0.6%9,6260.2%Consumer StaplesXOMExxon Mobil$908,948$13,862 ▼-1.5%8,3930.2%EnergyCGUSCapital Group Core Equity ETF$777,558$410,383 ▲111.8%24,8340.2%ETFACNAccenture$732,546$852 ▼-0.1%2,5800.2%Computer and TechnologyCGXUCapital Group International Focus Equity ETF$706,527$14,975 ▲2.2%29,9120.1%ETFVVisa$705,8820.0%2,1300.1%Business ServicesVTVVanguard Value ETF$681,307$31,655 ▲4.9%4,1970.1%ETFVBVanguard Small-Cap ETF$677,097$243,140 ▲56.0%3,2610.1%ETFBNBrookfield$673,546$4,855 ▲0.7%13,4570.1%FinanceNKENIKE$625,5050.0%10,9620.1%Consumer DiscretionarySYKStryker$619,6540.0%1,7800.1%MedicalAMATApplied Materials$616,8250.0%4,4600.1%Computer and TechnologyADPAutomatic Data Processing$610,383$12,301 ▼-2.0%2,0840.1%Business ServicesSPYSPDR S&P 500 ETF Trust$603,109$20,033 ▲3.4%1,1440.1%FinanceAMTAmerican Tower$596,6190.0%2,7000.1%FinanceUPSUnited Parcel Service$591,974$32,635 ▼-5.2%6,1130.1%TransportationMTDMettler-Toledo International$576,8170.0%5750.1%MedicalDGROiShares Core Dividend Growth ETF$568,967$16,477 ▼-2.8%9,7380.1%ETFCGDVCapital Group Dividend Value ETF$562,054$17,032 ▲3.1%16,8630.1%ETFNVDANVIDIA$547,752$52,906 ▲10.7%5,5390.1%Computer and TechnologyCGGOCapital Group Global Growth Equity ETF$545,045$293,366 ▲116.6%19,9650.1%ETFJBTJohn Bean Technologies$534,789$534,789 ▲New Holding5,6460.1%IndustrialsMETAMeta Platforms$529,296$86,048 ▲19.4%1,0580.1%Computer and TechnologyXYLXylem$501,3100.0%4,4880.1%Business ServicesVWOVanguard FTSE Emerging Markets ETF$496,576$10,876 ▲2.2%11,2780.1%ETFHSYHershey$487,583$3,181 ▼-0.6%2,9120.1%Consumer StaplesPSXPhillips 66$464,931$23,509 ▼-4.8%4,6080.1%EnergyWFCWells Fargo & Company$464,429$66 ▲0.0%7,0120.1%FinanceVEAVanguard FTSE Developed Markets ETF$447,019$4,583 ▼-1.0%8,6800.1%ETFCAPITAL GROUP DIVIDEND GROWE$432,726$129,198 ▲42.6%14,3050.1%SHS ETFHSICHenry Schein$419,5100.0%6,5000.1%MedicalTSLATesla$413,354$82,576 ▲25.0%1,7370.1%Auto/Tires/TrucksULUnilever$386,197$28,661 ▼-6.9%5,9020.1%Consumer StaplesMKCMcCormick & Company, Incorporated$346,867$530 ▲0.2%4,5800.1%Consumer StaplesCAPITAL GROUP INTERNATIONAL$343,592$40,318 ▲13.3%11,6240.1%SHSRTXRTX$332,245$15,924 ▼-4.6%2,9210.1%AerospaceIBMInternational Business Machines$316,1350.0%1,3120.1%Computer and TechnologyGLDSPDR Gold Shares$315,725$233,294 ▼-42.5%1,0150.1%FinancePMPhilip Morris International$315,091$22,975 ▼-6.8%1,9200.1%Consumer StaplesShowing largest 100 holdings. 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