Lincoln Capital LLC Top Holdings and 13F Report (2025) About Lincoln Capital LLCInvestment ActivityLincoln Capital LLC has $519.67 million in total holdings as of June 30, 2025.Lincoln Capital LLC owns shares of 123 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 1.56% of the portfolio was purchased this quarter.About 0.45% of the portfolio was sold this quarter.This quarter, Lincoln Capital LLC has purchased 117 new stocks and bought additional shares in 33 stocks.Lincoln Capital LLC sold shares of 47 stocks and completely divested from 0 stocks this quarter.Largest Holdings Berkshire Hathaway $46,557,191Berkshire Hathaway $38,626,400Markel Group $35,200,844Costco Wholesale $35,047,216Mastercard $34,712,726 Largest New Holdings this Quarter 149123101 - Caterpillar $905,382 Holding084423102 - W.R. Berkley $384,689 Holding166764100 - Chevron $240,803 Holding33738R704 - First Trust RBA American Industrial Renaissance ETF $225,253 Holding14040H105 - Capital One Financial $221,483 Holding Largest Purchases this Quarter Microsoft 4,038 shares (about $2.01M)Fastenal 28,983 shares (about $1.22M)Caterpillar 2,334 shares (about $905.38K)Chubb 2,484 shares (about $719.47K)Hagerty 52,023 shares (about $525.95K) Largest Sales this Quarter Diageo 2,051 shares (about $206.80K)Costco Wholesale 199 shares (about $196.99K)Mastercard 327 shares (about $183.73K)Amazon.com 793 shares (about $173.99K)McDonald's 449 shares (about $131.18K) 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$46,557,191$109,298 ▲0.2%95,8429.0%FinanceBRK.ABerkshire Hathaway$38,626,4000.0%537.4%FinanceMKLMarkel Group$35,200,844$21,971 ▲0.1%17,6246.8%Multi-Sector ConglomeratesCOSTCostco Wholesale$35,047,216$196,989 ▼-0.6%35,4056.7%Retail/WholesaleMAMastercard$34,712,726$183,734 ▼-0.5%61,7806.7%Business ServicesGOOGLAlphabet$28,110,136$119,321 ▼-0.4%159,4915.4%Computer and TechnologyMSFTMicrosoft$21,819,635$2,008,519 ▲10.1%43,8674.2%Computer and TechnologyAMZNAmazon.com$17,847,455$173,988 ▼-1.0%81,3453.4%Retail/WholesaleDHRDanaher$17,313,156$194,590 ▲1.1%87,6383.3%MedicalSBUXStarbucks$15,111,215$89,984 ▼-0.6%164,9092.9%Retail/WholesaleCARRCarrier Global$11,850,686$189,277 ▲1.6%161,9102.3%ConstructionAAPLApple$11,583,177$59,701 ▼-0.5%56,4602.2%Computer and TechnologyDISWalt Disney$10,508,562$64,839 ▲0.6%84,7632.0%Consumer DiscretionaryMCDMcDonald's$9,470,755$131,181 ▼-1.4%32,4161.8%Retail/WholesaleJPMJPMorgan Chase & Co.$8,461,039$50,148 ▼-0.6%29,1891.6%FinanceROPRoper Technologies$7,608,771$9,636 ▼-0.1%13,4241.5%Computer and TechnologyOTISOtis Worldwide$7,296,678$34,954 ▲0.5%73,6891.4%IndustrialsMARMarriott International$7,246,615$273 ▼0.0%26,5241.4%Consumer DiscretionaryLINDE PLC$6,441,578$47,389 ▼-0.7%13,7291.2%SHSHGTYHagerty$6,139,894$525,953 ▲9.4%607,3091.2%FinanceAXPAmerican Express$6,115,511$109,718 ▼-1.8%19,1741.2%FinanceMCOMoody's$5,964,6590.0%11,8941.1%FinanceBKBank of New York Mellon$5,714,015$6,287 ▼-0.1%62,7161.1%FinanceKOCocaCola$5,693,609$8,490 ▼-0.1%80,4791.1%Consumer StaplesSCHWCharles Schwab$5,616,750$8,394 ▼-0.1%61,5601.1%FinanceUNPUnion Pacific$4,932,384$66,041 ▼-1.3%21,4350.9%TransportationDEODiageo$4,880,939$206,805 ▼-4.1%48,4070.9%Consumer StaplesFWONKLiberty Media Corporation - Liberty Formula One Series C$4,324,928$38,774 ▼-0.9%41,3820.8%Consumer DiscretionaryCPRTCopart$4,065,685$1,079 ▲0.0%82,8600.8%Business ServicesTRVTravelers Companies$3,887,977$23,812 ▼-0.6%14,5320.7%FinanceJNJJohnson & Johnson$3,758,812$56,669 ▼-1.5%24,6080.7%MedicalOXYOccidental Petroleum$3,010,117$18,782 ▼-0.6%71,6380.6%EnergyIVViShares Core S&P 500 ETF$2,785,362$4,346 ▲0.2%4,4860.5%ETFCBChubb$2,735,959$719,471 ▲35.7%9,4460.5%FinanceBLACKROCK INC$2,733,688$25,186 ▼-0.9%2,6050.5%COMVERALTO CORP$2,437,542$15,445 ▲0.6%24,1460.5%COM SHSFASTFastenal$2,434,572$1,217,286 ▲100.0%57,9660.5%Retail/WholesaleBDXBecton, Dickinson and Company$2,365,330$13,607 ▼-0.6%13,7330.5%MedicalCGGRCapital Group Growth ETF$2,351,763$65,081 ▲2.8%57,8540.5%ETFAPHAmphenol$2,351,2570.0%23,8100.5%Computer and TechnologyGOOGAlphabet$2,332,623$117,793 ▼-4.8%13,1490.4%Computer and TechnologyDEDeere & Company$2,269,799$508 ▲0.0%4,4640.4%IndustrialsLPXLouisiana-Pacific$2,158,645$15,137 ▼-0.7%25,0990.4%ConstructionWMTWalmart$2,147,032$196 ▲0.0%21,9580.4%Retail/WholesalePEPPepsiCo$2,104,445$11,223 ▼-0.5%15,9380.4%Consumer StaplesECLEcolab$1,910,599$13,203 ▼-0.7%7,0910.4%Basic MaterialsCSGPCoStar Group$1,711,794$1,206 ▲0.1%21,2900.3%Computer and TechnologyIDXXIDEXX Laboratories$1,624,879$1,073 ▲0.1%3,0300.3%MedicalESABESAB$1,526,9030.0%12,6660.3%IndustrialsIEFAiShares Core MSCI EAFE ETF$1,514,378$167 ▲0.0%18,1410.3%ETFVUGVanguard Growth ETF$1,484,793$6,137 ▲0.4%3,3870.3%ETFCINFCincinnati Financial$1,460,3100.0%9,8060.3%FinanceMSCIMSCI$1,445,8760.0%2,5070.3%FinanceHDHome Depot$1,314,264$11,365 ▼-0.9%3,5850.3%Retail/WholesaleBAMBrookfield Asset Management$1,279,7840.0%23,1510.2%FinanceIJHiShares Core S&P Mid-Cap ETF$1,244,854$4,838 ▼-0.4%20,0720.2%ETFSPGIS&P Global$1,242,2950.0%2,3560.2%FinanceIJRiShares Core S&P Small-Cap ETF$1,100,612$4,044 ▼-0.4%10,0710.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$999,735$94 ▼0.0%10,6500.2%ETFPGProcter & Gamble$995,909$15,932 ▼-1.6%6,2510.2%Consumer StaplesCGUSCapital Group Core Equity ETF$987,565$70,461 ▲7.7%26,7420.2%ETFNVDANVIDIA$953,786$78,679 ▲9.0%6,0370.2%Computer and TechnologyWCNWaste Connections$945,1770.0%5,0620.2%Business ServicesTSLATesla$924,636$372,904 ▲67.6%2,9110.2%Auto/Tires/TrucksCATCaterpillar$905,382$905,382 ▲New Holding2,3340.2%IndustrialsCLColgate-Palmolive$866,913$8,090 ▼-0.9%9,5370.2%Consumer StaplesBNBrookfield$832,3440.0%13,4570.2%FinanceVBVanguard Small-Cap ETF$825,937$53,087 ▲6.9%3,4850.2%ETFMETAMeta Platforms$818,859$37,657 ▲4.8%1,1090.2%Computer and TechnologyAMATApplied Materials$812,710$3,845 ▼-0.5%4,4390.2%Computer and TechnologyCGXUCapital Group International Focus Equity ETF$812,0860.0%29,9120.2%ETFXOMExxon Mobil$783,659$121,052 ▼-13.4%7,2700.2%EnergyNKENIKE$778,7570.0%10,9620.1%Consumer DiscretionaryACNAccenture$771,0610.0%2,5800.1%Computer and TechnologyVVisa$756,2570.0%2,1300.1%Business ServicesVTVVanguard Value ETF$737,693$4,065 ▼-0.5%4,1740.1%ETFSPYSPDR S&P 500 ETF Trust$706,7440.0%1,1440.1%FinanceSYKStryker$704,2210.0%1,7800.1%MedicalJBTJohn Bean Technologies$678,9880.0%5,6460.1%IndustrialsMTDMettler-Toledo International$675,4640.0%5750.1%MedicalCGGOCapital Group Global Growth Equity ETF$664,537$26,248 ▲4.1%20,7860.1%ETFCGDVCapital Group Dividend Value ETF$647,831$18,086 ▼-2.7%16,4050.1%ETFADPAutomatic Data Processing$642,7060.0%2,0840.1%Computer and TechnologyDGROiShares Core Dividend Growth ETF$632,509$9,847 ▲1.6%9,8920.1%ETFUPSUnited Parcel Service$615,038$2,019 ▼-0.3%6,0930.1%TransportationAMTAmerican Tower$596,7540.0%2,7000.1%FinanceXYLXylem$580,5680.0%4,4880.1%Business ServicesVWOVanguard FTSE Emerging Markets ETF$572,419$14,591 ▲2.6%11,5730.1%ETFWFCWells Fargo & Company$561,981$160 ▲0.0%7,0140.1%FinancePSXPhillips 66$534,843$14,913 ▼-2.7%4,4830.1%EnergyCAPITAL GROUP DIVIDEND GROWE$515,582$34,504 ▲7.2%15,3310.1%SHS ETFVEAVanguard FTSE Developed Markets ETF$488,403$6,442 ▼-1.3%8,5670.1%ETFHSYHershey$483,2840.0%2,9120.1%Consumer StaplesHSICHenry Schein$474,8250.0%6,5000.1%MedicalORCLOracle$439,5560.0%2,0110.1%Computer and TechnologyRTXRTX$418,527$8,032 ▼-1.9%2,8660.1%AerospaceETNEaton$414,8220.0%1,1620.1%IndustrialsCAPITAL GROUP INTERNATIONAL$399,206$16,558 ▲4.3%12,1270.1%SHSWRBW.R. Berkley$384,689$384,689 ▲New Holding5,2360.1%FinanceVTVanguard Total World Stock ETF$370,765$24,803 ▲7.2%2,8850.1%ETFShowing 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. 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