Lincoln Capital LLC Top Holdings and 13F Report (2026) About Lincoln Capital LLCInvestment ActivityLincoln Capital LLC has $570.31 million in total holdings as of June 30, 2026.Lincoln Capital LLC owns shares of 138 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 2.78% of the portfolio was purchased this quarter.About 0.94% of the portfolio was sold this quarter.This quarter, Lincoln Capital LLC has purchased 137 new stocks and bought additional shares in 39 stocks.Lincoln Capital LLC sold shares of 58 stocks and completely divested from 6 stocks this quarter.Largest Holdings Alphabet $52,916,779Berkshire Hathaway $49,850,458Berkshire Hathaway $41,085,275Mastercard $32,272,214Costco Wholesale $31,015,884 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,157,350 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $492,680 Holding14021N105 - CAPITAL GROUP NEW GEOGRAPHY $357,531 HoldingN4732M103 - JBS N.V. $263,034 Holding87612E106 - Target $226,729 Holding Largest Purchases this Quarter Hagerty 377,158 shares (about $5.08M)Danaher 7,008 shares (about $1.56M)Amphenol 14,884 shares (about $1.25M)EXXONMOBIL HOLDINGS CORP 7,135 shares (about $1.16M)Alphabet 2,431 shares (about $834.70K) Largest Sales this Quarter Starbucks 5,328 shares (about $502.15K)Walt Disney 2,725 shares (about $286.14K)Costco Wholesale 248 shares (about $226.48K)Johnson & Johnson 674 shares (about $178.86K)Coca-Cola 1,859 shares (about $160.34K) 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$52,916,779$834,700 ▲1.6%154,1169.3%Communication ServicesBRK.BBerkshire Hathaway$49,850,458$130,124 ▼-0.3%99,9898.7%FinanceBRK.ABerkshire Hathaway$41,085,2750.0%557.2%FinanceMAMastercard$32,272,214$117,462 ▼-0.4%58,2465.7%FinanceCOSTCostco Wholesale$31,015,884$226,480 ▼-0.7%33,9635.4%Consumer StaplesMKLMarkel Group$30,590,937$94,485 ▼-0.3%17,8075.4%FinanceDHRDanaher$21,908,664$1,562,039 ▲7.7%98,2923.8%HealthcareMSFTMicrosoft$21,280,679$36,858 ▼-0.2%41,5713.7%TechnologyAMZNAmazon.com$19,115,606$42,772 ▼-0.2%76,8703.4%Consumer DiscretionaryAAPLApple$18,731,765$38,514 ▲0.2%56,4183.3%TechnologyHGTYHagerty$18,208,746$5,084,045 ▲38.7%1,350,8093.2%FinanceSBUXStarbucks$13,891,094$502,152 ▼-3.5%147,3892.4%Consumer DiscretionaryMARMarriott International$9,156,468$15,727 ▼-0.2%25,6171.6%Consumer DiscretionaryJPMJPMorgan Chase & Co.$9,067,641$13,606 ▼-0.1%27,3241.6%FinanceBANK OF NY MELLON CORP$8,720,359$13,930 ▲0.2%60,0981.5%COMCARRCarrier Global$8,427,020$401,509 ▲5.0%153,2361.5%IndustrialsFWONKLiberty Media Corporation - Liberty Formula One Series C$8,150,200$312,507 ▲4.0%87,9681.4%Communication ServicesDISWalt Disney$7,274,144$286,144 ▼-3.8%69,2731.3%Communication ServicesMCDMcDonald's$6,990,549$27,773 ▼-0.4%30,2041.2%Consumer DiscretionaryKOCoca-Cola$6,391,849$160,337 ▼-2.4%74,1091.1%Consumer StaplesLINDE PLC$6,253,694$10,909 ▼-0.2%13,1851.1%SHSJNJJohnson & Johnson$5,769,900$178,858 ▼-3.0%21,7431.0%HealthcareSCHWCharles Schwab$5,574,574$32,597 ▼-0.6%56,7771.0%FinanceAXPAmerican Express$5,480,308$10,651 ▼-0.2%18,0081.0%FinanceUNPUnion Pacific$5,129,820$87,270 ▼-1.7%18,8100.9%IndustrialsCPRTCopart$4,879,856$820,928 ▲20.2%179,1200.9%IndustrialsMCOMoody's$4,839,636$95,884 ▼-1.9%10,6500.8%FinanceUPSUnited Parcel Service$4,625,745$49,300 ▼-1.1%49,2600.8%IndustrialsGOOGAlphabet$4,213,731$32,277 ▼-0.8%12,4020.7%Communication ServicesOTISOtis Worldwide$4,077,439$142,444 ▼-3.4%63,1180.7%IndustrialsTRVTravelers Companies$3,999,119$6,070 ▼-0.2%11,2010.7%FinanceIVViShares Core S&P 500 ETF$3,751,641$58,978 ▲1.6%4,8980.7%ETFCGGRCapital Group Growth ETF$3,729,837$299,264 ▲8.7%78,5690.7%ETFOXYOccidental Petroleum$3,485,645$2,097 ▼-0.1%63,1700.6%EnergyFASTFastenal$3,467,2260.0%69,9880.6%IndustrialsDEDeere & Company$2,998,782$6,740 ▲0.2%4,4490.5%IndustrialsCBChubb$2,878,820$9,169 ▲0.3%8,7910.5%FinanceAPHAmphenol$2,509,478$1,254,739 ▲100.0%29,7680.4%TechnologyWALMART INC$2,364,262$7,172 ▼-0.3%22,7460.4%COMAMATApplied Materials$2,278,8940.0%4,4560.4%TechnologyCGUSCapital Group Core Equity ETF$2,162,920$259,515 ▲13.6%48,5900.4%ETFBLACKROCK INC$2,141,7210.0%2,0230.4%COMVUGVanguard Growth ETF$2,067,338$21,085 ▲1.0%22,9430.4%ETFVERALTO CORP$2,002,833$33,229 ▼-1.6%21,0960.4%COM SHSCATCaterpillar$1,940,6820.0%2,3550.3%IndustrialsBDXBecton, Dickinson and Company$1,931,571$112,533 ▼-5.5%10,7450.3%HealthcareCGGOCapital Group Global Growth Equity ETF$1,847,275$470,862 ▲34.2%46,4230.3%ETFECLEcolab$1,801,311$2,477 ▼-0.1%6,5450.3%MaterialsPEPPepsiCo$1,747,176$155,096 ▼-8.2%13,7660.3%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$1,688,8720.0%17,3930.3%ETFGLWCorning$1,602,1790.0%10,4200.3%TechnologyIDXXIDEXX Laboratories$1,588,785$13,696 ▲0.9%3,0160.3%HealthcareCINFCincinnati Financial$1,563,9050.0%9,8130.3%FinanceIJHiShares Core S&P Mid-Cap ETF$1,457,960$72 ▼0.0%20,2210.3%ETFCGDVCapital Group Dividend Value ETF$1,430,375$241,997 ▲20.4%29,2580.3%ETFCAPITAL GROUP DIVIDEND GROWE$1,424,172$145,870 ▲11.4%38,4380.2%SHS ETFIJRiShares Core S&P Small-Cap ETF$1,421,071$3,000 ▼-0.2%10,4200.2%ETFVBVanguard Small-Cap ETF$1,387,860$21,632 ▲1.6%4,8760.2%ETFLPXLouisiana-Pacific$1,260,515$150,160 ▼-10.6%19,3660.2%MaterialsNVDANVIDIA$1,243,552$5,251 ▼-0.4%5,4470.2%TechnologyEXXONMOBIL HOLDINGS CORP$1,157,350$1,157,350 ▲New Holding7,1350.2%COM SHSPSXPhillips 66$1,096,5430.0%4,3100.2%EnergyMSCIMSCI$1,093,392$3,235 ▲0.3%2,0280.2%FinanceCAPITAL GROUP CORE BALANCED$1,089,427$623,354 ▲133.7%29,6390.2%SHSUSMViShares MSCI USA Min Vol Factor ETF$1,071,142$1,171 ▼-0.1%10,9760.2%ETFCGXUCapital Group International Focus Equity ETF$1,037,608$57,731 ▲5.9%30,1410.2%ETFPGProcter & Gamble$912,651$7,873 ▼-0.9%6,2600.2%Consumer StaplesVTVVanguard Value ETF$899,123$9,078 ▲1.0%4,1600.2%ETFBAMBrookfield Asset Management$885,916$1,072 ▲0.1%19,8250.2%FinanceTSLATesla$883,058$43,284 ▼-4.7%2,4890.2%Consumer DiscretionaryMTDMettler-Toledo International$851,4080.0%5600.1%HealthcareSPYSPDR S&P 500 ETF Trust$847,695$16,786 ▼-1.9%1,1110.1%ETFESABESAB$833,0970.0%12,6390.1%IndustrialsHDHome Depot$810,020$3,420 ▼-0.4%2,8420.1%Consumer DiscretionaryVTVanguard Total World Stock ETF$791,032$10,105 ▲1.3%5,0100.1%ETFWCNWaste Connections$781,9430.0%5,0620.1%IndustrialsSPGIS&P Global$781,547$2,364 ▼-0.3%1,9840.1%FinanceVWOVanguard FTSE Emerging Markets ETF$753,380$653 ▼-0.1%12,6930.1%ETFVEAVanguard FTSE Developed Markets ETF$735,404$636 ▼-0.1%10,3990.1%ETFVVisa$714,5970.0%1,9880.1%FinanceMETAMeta Platforms$698,912$2,909 ▲0.4%9610.1%Communication ServicesBNBrookfield$670,758$4,303 ▲0.6%18,3960.1%FinanceWATWaters$646,207$22,906 ▼-3.4%1,4670.1%HealthcareHSICHenry Schein$614,4810.0%7,3000.1%HealthcareDGROiShares Core Dividend Growth ETF$589,5090.0%7,8190.1%ETFWFCWells Fargo & Company$568,048$160 ▲0.0%7,0960.1%FinanceCAPITAL GROUP INTERNATIONAL$567,778$38,236 ▲7.2%15,4580.1%SHSINTCIntel$548,249$24,046 ▲4.6%4,5600.1%TechnologyDEODiageo$546,398$68,310 ▼-11.1%6,3830.1%Consumer StaplesRTXRTX$514,744$17,096 ▲3.4%2,7700.1%IndustrialsETNEaton$504,9560.0%1,1750.1%IndustrialsSPACE EXPLORATION TECHN CORP$492,680$492,680 ▲New Holding3,2660.1%CLASS A COM STKSYKStryker$492,1550.0%1,7800.1%HealthcareCAPITAL GROUP EQUITY ETF TR$477,860$161,723 ▲51.2%15,4270.1%US SM MI CA ETFXYLXylem$454,5000.0%4,4880.1%IndustrialsCLColgate-Palmolive$452,659$38,528 ▼-7.8%5,2870.1%Consumer StaplesAMTAmerican Tower$444,250$3,949 ▼-0.9%2,7000.1%Real EstateBKEBuckle$442,3850.0%10,3000.1%Consumer DiscretionaryCSCOCisco Systems$411,802$2,793 ▼-0.7%3,8340.1%TechnologyVOOVanguard S&P 500 ETF$407,240$15,420 ▼-3.6%5810.1%ETFShowing largest 100 holdings. 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