Lincoln Capital LLC Top Holdings and 13F Report (2026) About Lincoln Capital LLCInvestment ActivityLincoln Capital LLC has $562.00 million in total holdings as of June 30, 2026.Lincoln Capital LLC owns shares of 137 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 1.46% of the portfolio was purchased this quarter.About 2.00% of the portfolio was sold this quarter.This quarter, Lincoln Capital LLC has purchased 135 new stocks and bought additional shares in 35 stocks.Lincoln Capital LLC sold shares of 64 stocks and completely divested from 4 stocks this quarter.Largest Holdings Alphabet $54,207,805Berkshire Hathaway $50,164,088Berkshire Hathaway $41,186,750Markel Group $34,884,436Costco Wholesale $32,003,332 Largest New Holdings this Quarter 14020Y300 - Capital Group U.S. Multi-Sector Income ETF $345,697 Holding14022A102 - CAPITAL GROUP EQUITY ETF TR $336,497 Holding14020R107 - CAPITAL GROUP GLOBAL EQUITY $244,981 Holding14020Y102 - Capital Group Core Plus Income ETF $243,496 Holding871829107 - Sysco $217,642 Holding Largest Purchases this Quarter Vanguard Growth ETF 19,095 shares (about $1.64M)Danaher 6,558 shares (about $1.25M)Liberty Media Corporation - Liberty Formula One Series C 5,500 shares (about $523.27K)CAPITAL GROUP DIVIDEND GROWE 12,055 shares (about $452.18K)Capital Group U.S. Multi-Sector Income ETF 12,649 shares (about $345.70K) Largest Sales this Quarter Alphabet 2,547 shares (about $910.22K)Berkshire Hathaway 1,605 shares (about $803.13K)Mastercard 1,223 shares (about $628.13K)Markel Group 319 shares (about $623.01K)Amazon.com 1,898 shares (about $452.37K) 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 PortfolioSectorGOOGLAlphabet$54,207,805$910,224 â–¼-1.7%151,6859.6%Computer and TechnologyBRK.BBerkshire Hathaway$50,164,088$803,126 â–¼-1.6%100,2508.9%FinanceBRK.ABerkshire Hathaway$41,186,7500.0%557.3%FinanceMKLMarkel Group$34,884,436$623,006 â–¼-1.8%17,8626.2%Multi-Sector ConglomeratesCOSTCostco Wholesale$32,003,332$312,447 â–¼-1.0%34,2115.7%Retail/WholesaleMAMastercard$30,023,953$628,131 â–¼-2.0%58,4585.3%Business ServicesAMZNAmazon.com$18,362,233$452,370 â–¼-2.4%77,0423.3%Retail/WholesaleDHRDanaher$17,387,818$1,249,171 â–²7.7%91,2843.1%MedicalAAPLApple$16,291,558$77,259 â–²0.5%56,3022.9%Computer and TechnologySBUXStarbucks$15,606,191$367,783 â–¼-2.3%152,7172.8%Retail/WholesaleMSFTMicrosoft$15,533,634$373,392 â–¼-2.3%41,6432.8%Computer and TechnologyHGTYHagerty$11,605,924$274,148 â–²2.4%973,6512.1%FinanceCARRCarrier Global$10,704,356$223,791 â–¼-2.0%145,9351.9%ConstructionMARMarriott International$9,509,806$121,925 â–¼-1.3%25,6611.7%Consumer DiscretionaryJPMJPMorgan Chase & Co.$8,957,532$236,336 â–¼-2.6%27,3651.6%FinanceBANK OF NY MELLON CORP$8,676,904$3,181 â–¼0.0%60,0021.5%COMMCDMcDonald's$8,196,956$372,491 â–¼-4.3%30,3241.5%Retail/WholesaleFWONKLiberty Media Corporation - Liberty Formula One Series C$8,048,368$523,270 â–²7.0%84,5951.4%Consumer DiscretionaryDISWalt Disney$6,929,825$405,599 â–¼-5.5%71,9981.2%Consumer DiscretionaryLINDE PLC$6,854,417$30,619 â–¼-0.4%13,2081.2%SHSKOCocaCola$6,173,928$264,859 â–¼-4.1%75,9681.1%Consumer StaplesAXPAmerican Express$6,103,116$321,680 â–¼-5.0%18,0431.1%FinanceJNJJohnson & Johnson$5,693,300$301,211 â–¼-5.0%22,4171.0%MedicalUPSUnited Parcel Service$5,351,845$26,660 â–¼-0.5%49,7851.0%TransportationSCHWCharles Schwab$5,269,489$96,792 â–¼-1.8%57,1090.9%FinanceUNPUnion Pacific$5,203,409$201,554 â–¼-3.7%19,1300.9%TransportationMCOMoody's$4,918,999$74,729 â–¼-1.5%10,8610.9%FinanceOTISOtis Worldwide$4,677,110$182,723 â–¼-3.8%65,3230.8%IndustrialsGOOGAlphabet$4,415,6310.0%12,4970.8%Computer and TechnologyCPRTCopart$4,199,953$2,227 â–¼-0.1%148,9870.7%Business ServicesTRVTravelers Companies$3,703,279$182,886 â–¼-4.7%11,2180.7%FinanceIVViShares Core S&P 500 ETF$3,610,267$204,440 â–²6.0%4,8210.6%ETFCGGRCapital Group Growth ETF$3,410,904$344,796 â–²11.2%72,2650.6%ETFFASTFastenal$3,361,5240.0%69,9880.6%Retail/WholesaleAMATApplied Materials$3,221,935$12,292 â–²0.4%4,4560.6%Computer and TechnologyOXYOccidental Petroleum$3,070,008$10,443 â–¼-0.3%63,2080.5%EnergyCBChubb$2,985,9050.0%8,7630.5%FinanceDEDeere & Company$2,815,880$20,934 â–¼-0.7%4,4390.5%IndustrialsGLWCorning$2,661,5810.0%10,4200.5%Computer and TechnologyAPHAmphenol$2,624,381$407,481 â–¼-13.4%14,8840.5%Computer and TechnologyWALMART INC$2,583,982$8,381 â–²0.3%22,8150.5%COMCATCaterpillar$2,507,8400.0%2,3550.4%IndustrialsPEPPepsiCo$2,029,412$69,461 â–¼-3.3%14,9880.4%Consumer StaplesVUGVanguard Growth ETF$1,956,117$1,644,813 â–²528.4%22,7090.3%ETFBLACKROCK INC$1,945,304$275,016 â–¼-12.4%2,0230.3%COMCGUSCapital Group Core Equity ETF$1,901,985$345,346 â–²22.2%42,7600.3%ETFVERALTO CORP$1,901,812$23,411 â–¼-1.2%21,4460.3%COM SHSECLEcolab$1,826,010$5,015 â–¼-0.3%6,5540.3%Basic MaterialsCINFCincinnati Financial$1,816,7790.0%9,8130.3%FinanceBDXBecton, Dickinson and Company$1,720,729$70,215 â–¼-3.9%11,3710.3%MedicalLPXLouisiana-Pacific$1,704,818$40,432 â–¼-2.3%21,6730.3%ConstructionIEFAiShares Core MSCI EAFE ETF$1,679,843$11,300 â–¼-0.7%17,3930.3%ETFIDXXIDEXX Laboratories$1,574,0560.0%2,9900.3%MedicalIJHiShares Core S&P Mid-Cap ETF$1,559,327$18,507 â–²1.2%20,2220.3%ETFIJRiShares Core S&P Small-Cap ETF$1,548,626$21,653 â–²1.4%10,4420.3%ETFCGGOCapital Group Global Growth Equity ETF$1,464,186$266,762 â–²22.3%34,5900.3%ETFVBVanguard Small-Cap ETF$1,455,045$131,863 â–²10.0%4,8000.3%ETFCAPITAL GROUP DIVIDEND GROWE$1,294,121$452,179 â–²53.7%34,5010.2%SHS ETFESABESAB$1,246,560$3,156 â–¼-0.3%12,6390.2%IndustrialsCGDVCapital Group Dividend Value ETF$1,197,923$345,657 â–²40.6%24,3080.2%ETFMSCIMSCI$1,132,401$53,764 â–¼-4.5%2,0220.2%FinanceTSLATesla$1,098,354$154,804 â–¼-12.4%2,6110.2%Auto/Tires/TrucksNVDANVIDIA$1,094,492$8,204 â–¼-0.7%5,4700.2%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$1,059,937$13,601 â–¼-1.3%10,9880.2%ETFHDHome Depot$1,006,590$198,567 â–¼-16.5%2,8540.2%Retail/WholesaleCGXUCapital Group International Focus Equity ETF$985,413$30,881 â–²3.2%28,4640.2%ETFXOMExxonMobil$978,793$11,348 â–²1.2%7,1590.2%EnergyPGProcter & Gamble$925,885$7,919 â–²0.9%6,3140.2%Consumer StaplesVTVVanguard Value ETF$897,480$20,051 â–¼-2.2%4,1180.2%ETFBAMBrookfield Asset Management$888,060$20,586 â–¼-2.3%19,8010.2%FinanceSPYSPDR S&P 500 ETF Trust$845,748$3,732 â–¼-0.4%1,1330.2%FinanceWCNWaste Connections$843,7850.0%5,0620.2%Business ServicesSPGIS&P Global$810,312$89,582 â–¼-10.0%1,9900.1%FinanceBNBrookfield$778,449$39,949 â–¼-4.9%18,2780.1%FinanceVTVanguard Total World Stock ETF$776,285$140,629 â–²22.1%4,9460.1%ETFVWOVanguard FTSE Emerging Markets ETF$758,309$15,042 â–²2.0%12,7040.1%ETFVEAVanguard FTSE Developed Markets ETF$741,574$47,097 â–²6.8%10,4080.1%ETFPSXPhillips 66$728,678$25,360 â–¼-3.4%4,3100.1%EnergyMTDMettler-Toledo International$715,4060.0%5600.1%MedicalVVisa$682,0630.0%1,9880.1%Business ServicesHSICHenry Schein$609,6960.0%7,3000.1%MedicalINTCIntel$608,787$71,211 â–¼-10.5%4,3600.1%Computer and TechnologyDGROiShares Core Dividend Growth ETF$592,590$11,292 â–¼-1.9%7,8190.1%ETFWFCWells Fargo & Company$586,247$8,842 â–¼-1.5%7,0940.1%FinanceDEODiageo$577,241$215,591 â–¼-27.2%7,1810.1%Consumer StaplesWATWaters$569,686$6,376 â–¼-1.1%1,5190.1%MedicalSYKStryker$560,4150.0%1,7800.1%MedicalMETAMeta Platforms$539,069$3,380 â–²0.6%9570.1%Computer and TechnologyXYLXylem$530,5260.0%4,4880.1%Business ServicesCAPITAL GROUP INTERNATIONAL$530,261$86,434 â–²19.5%14,4170.1%SHSCLColgate-Palmolive$525,968$161,265 â–¼-23.5%5,7370.1%Consumer StaplesRTXRTX$508,133$39,846 â–¼-7.3%2,6780.1%AerospaceETNEaton$500,691$5,540 â–²1.1%1,1750.1%IndustrialsCAPITAL GROUP CORE BALANCED$481,333$258,508 â–²116.0%12,6800.1%SHSCSCOCisco Systems$453,3960.0%3,8600.1%Computer and TechnologyAMTAmerican Tower$445,565$3,926 â–²0.9%2,7240.1%FinanceNKENIKE$440,5900.0%10,7330.1%Consumer DiscretionaryHSYHershey$440,056$78,431 â–¼-15.1%2,5080.1%Consumer StaplesBKEBuckle$434,6600.0%10,3000.1%Retail/WholesaleVOOVanguard S&P 500 ETF$414,449$8,248 â–²2.0%6030.1%ETFShowing largest 100 holdings. 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