Lincoln Capital LLC Top Holdings and 13F Report (2026) About Lincoln Capital LLCInvestment ActivityLincoln Capital LLC has $527.78 million in total holdings as of March 31, 2026.Lincoln Capital LLC owns shares of 135 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 3.50% of the portfolio was purchased this quarter.About 2.82% of the portfolio was sold this quarter.This quarter, Lincoln Capital LLC has purchased 131 new stocks and bought additional shares in 25 stocks.Lincoln Capital LLC sold shares of 63 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $48,804,305Alphabet $44,322,565Berkshire Hathaway $39,486,820Markel Group $34,794,225Costco Wholesale $34,421,313 Largest New Holdings this Quarter 941848103 - Waters $457,306 Holding147528103 - Casey's General Stores $256,427 Holding020764106 - Alpha Metallurgical Resources $218,818 Holding49456B101 - Kinder Morgan $217,643 Holding778296103 - Ross Stores $216,630 Holding Largest Purchases this Quarter United Parcel Service 45,455 shares (about $4.47M)Berkshire Hathaway 8,104 shares (about $3.88M)Liberty Media Corporation - Liberty Formula One Series C 37,744 shares (about $3.21M)Markel Group 779 shares (about $1.49M)Hagerty 137,794 shares (about $1.45M) Largest Sales this Quarter ROPER TECHNOLOGIES INC 11,873 shares (about $4.20M)Occidental Petroleum 61,397 shares (about $4.00M)Copart 16,726 shares (about $554.85K)Carrier Global 9,495 shares (about $533.92K)Alphabet 1,403 shares (about $403.19K) 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$48,804,305$3,883,070 ▲8.6%101,8559.2%FinanceGOOGLAlphabet$44,322,565$403,188 ▼-0.9%154,2328.4%Computer and TechnologyBRK.ABerkshire Hathaway$39,486,820$1,435,884 ▲3.8%557.5%FinanceMKLMarkel Group$34,794,225$1,490,826 ▲4.5%18,1816.6%Multi-Sector ConglomeratesCOSTCostco Wholesale$34,421,313$271,026 ▼-0.8%34,5456.5%Retail/WholesaleMAMastercard$29,816,286$280,272 ▼-0.9%59,6815.6%Business ServicesAMZNAmazon.com$16,433,478$177,367 ▼-1.1%78,9403.1%Retail/WholesaleDHRDanaher$16,051,985$217,687 ▼-1.3%84,7263.0%MedicalMSFTMicrosoft$15,772,613$4,438 ▼0.0%42,6443.0%Computer and TechnologyAAPLApple$14,211,038$91,553 ▼-0.6%56,0352.7%Computer and TechnologySBUXStarbucks$13,998,728$301,797 ▼-2.1%156,3162.7%Retail/WholesaleHGTYHagerty$10,008,468$1,450,696 ▲17.0%950,6521.9%FinanceMCDMcDonald's$9,851,834$61,531 ▼-0.6%31,7021.9%Retail/WholesaleMARMarriott International$8,496,311$101,668 ▼-1.2%25,9901.6%Consumer DiscretionaryCARRCarrier Global$8,377,743$533,920 ▼-6.0%148,9861.6%ConstructionJPMJPMorgan Chase & Co.$8,254,457$62,892 ▼-0.8%28,0871.6%FinanceDISWalt Disney$7,342,244$380,831 ▼-4.9%76,2121.4%Consumer DiscretionaryBKBNY$7,119,283$73,774 ▼-1.0%60,0241.3%FinanceFWONKLiberty Media Corporation - Liberty Formula One Series C$6,720,078$3,206,810 ▲91.3%79,0951.3%Consumer DiscretionaryLINDE PLC$6,578,313$112,060 ▼-1.7%13,2671.2%SHSKOCocaCola$6,025,461$19,774 ▼-0.3%79,2271.1%Consumer StaplesJNJJohnson & Johnson$5,768,177$14,663 ▼-0.3%23,6031.1%MedicalAXPAmerican Express$5,745,369$80,461 ▼-1.4%18,9941.1%FinanceSCHWCharles Schwab$5,465,577$179,968 ▼-3.2%58,1581.0%FinanceOTISOtis Worldwide$5,230,973$76,143 ▼-1.4%67,8751.0%IndustrialsCPRTCopart$4,944,923$554,847 ▼-10.1%149,0660.9%Business ServicesUPSUnited Parcel Service$4,921,830$4,471,484 ▲992.9%50,0330.9%TransportationUNPUnion Pacific$4,819,357$157,888 ▼-3.2%19,8710.9%TransportationMCOMoody's$4,807,520$114,236 ▼-2.3%11,0260.9%FinanceOXYOccidental Petroleum$4,127,847$3,995,986 ▼-49.2%63,4230.8%EnergyGOOGAlphabet$3,579,942$12,891 ▲0.4%12,4970.7%Computer and TechnologyTRVTravelers Companies$3,433,702$292 ▲0.0%11,7720.7%FinanceFASTFastenal$3,243,8130.0%69,9880.6%Retail/WholesaleIVViShares Core S&P 500 ETF$2,970,062$139,099 ▼-4.5%4,5480.6%ETFCBChubb$2,855,904$28,680 ▼-1.0%8,7630.5%FinanceWALMART INC$2,826,152$249 ▲0.0%22,7410.5%COMCGGRCapital Group Growth ETF$2,605,601$54,992 ▼-2.1%64,9600.5%ETFDEDeere & Company$2,518,942$2,816 ▼-0.1%4,4720.5%IndustrialsPEPPepsiCo$2,407,179$155 ▲0.0%15,5010.5%Consumer StaplesBLACKROCK INC$2,219,938$46,149 ▼-2.0%2,3090.4%COMAPHAmphenol$2,172,6130.0%17,1950.4%Computer and TechnologyVERALTO CORP$1,918,188$124,139 ▼-6.1%21,7100.4%COM SHSBDXBecton, Dickinson and Company$1,860,246$50,455 ▼-2.6%11,8350.4%MedicalECLEcolab$1,748,283$106,408 ▼-5.7%6,5720.3%Basic MaterialsIDXXIDEXX Laboratories$1,678,818$20,775 ▼-1.2%2,9900.3%MedicalCATCaterpillar$1,667,9720.0%2,3550.3%IndustrialsLPXLouisiana-Pacific$1,609,347$29,159 ▼-1.8%22,1870.3%ConstructionIEFAiShares Core MSCI EAFE ETF$1,583,961$65,765 ▼-4.0%17,5100.3%ETFVUGVanguard Growth ETF$1,577,714$24,011 ▼-1.5%3,6140.3%ETFCINFCincinnati Financial$1,544,0760.0%9,8130.3%FinanceAMATApplied Materials$1,517,3220.0%4,4390.3%Computer and TechnologyGLWCorning$1,416,8070.0%10,4200.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,346,641$67,191 ▼-4.8%19,9820.3%ETFCGUSCapital Group Core Equity ETF$1,342,924$41,021 ▼-3.0%34,9960.3%ETFIJRiShares Core S&P Small-Cap ETF$1,276,897$1,488 ▼-0.1%10,2960.2%ETFESABESAB$1,224,755$483 ▼0.0%12,6710.2%IndustrialsXOMExxonMobil$1,202,347$13,084 ▼-1.1%7,0760.2%EnergyVBVanguard Small-Cap ETF$1,141,496$1,046 ▼-0.1%4,3650.2%ETFMSCIMSCI$1,140,297$206,739 ▼-15.3%2,1180.2%FinanceHDHome Depot$1,123,111$25,637 ▼-2.2%3,4170.2%Retail/WholesaleTSLATesla$1,107,591$47,219 ▲4.5%2,9790.2%Auto/Tires/TrucksUSMViShares MSCI USA Min Vol Factor ETF$1,031,741$44,407 ▲4.5%11,1290.2%ETFNVDANVIDIA$960,657$9,762 ▲1.0%5,5110.2%Computer and TechnologyCGGOCapital Group Global Growth Equity ETF$942,484$13,627 ▼-1.4%28,2880.2%ETFSPGIS&P Global$936,931$24,165 ▼-2.5%2,2100.2%FinancePGProcter & Gamble$904,394$21,671 ▼-2.3%6,2600.2%Consumer StaplesBAMBrookfield Asset Management$899,755$113,113 ▼-11.2%20,2600.2%FinanceVTVVanguard Value ETF$825,986$9,221 ▲1.1%4,2100.2%ETFWCNWaste Connections$822,2710.0%5,0620.2%Business ServicesPSXPhillips 66$815,1940.0%4,4600.2%EnergyCGXUCapital Group International Focus Equity ETF$813,089$2,123 ▲0.3%27,5720.2%ETFCAPITAL GROUP DIVIDEND GROWE$803,861$71,805 ▲9.8%22,4460.2%SHS ETFBNBrookfield$777,003$29,477 ▼-3.7%19,2160.1%FinanceSPYSPDR S&P 500 ETF Trust$740,0060.0%1,1380.1%FinanceCGDVCapital Group Dividend Value ETF$735,679$38,668 ▲5.5%17,2940.1%ETFDEODiageo$734,243$45,039 ▼-5.8%9,8630.1%Consumer StaplesMTDMettler-Toledo International$706,2720.0%5600.1%MedicalVWOVanguard FTSE Emerging Markets ETF$670,729$215 ▼0.0%12,4520.1%ETFCLColgate-Palmolive$638,974$41,769 ▼-6.1%7,4960.1%Consumer StaplesCSGPCoStar Group$633,056$26,382 ▼-4.0%15,6930.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$621,972$7,402 ▼-1.2%9,7470.1%ETFHSYHershey$614,409$2,911 ▼-0.5%2,9550.1%Consumer StaplesVVisa$600,853$22,366 ▼-3.6%1,9880.1%Business ServicesSYKStryker$584,8900.0%1,7800.1%MedicalCVXChevron$575,907$223,906 ▲63.6%2,7830.1%EnergyWFCWells Fargo & Company$573,265$159 ▲0.0%7,2010.1%FinanceNKENIKE$566,740$11,617 ▼-2.0%10,7330.1%Consumer DiscretionaryVTVanguard Total World Stock ETF$559,790$4,561 ▲0.8%4,0500.1%ETFDGROiShares Core Dividend Growth ETF$558,927$96,241 ▼-14.7%7,9680.1%ETFRTXRTX$556,6180.0%2,8880.1%AerospaceMETAMeta Platforms$544,0960.0%9510.1%Computer and TechnologyHSICHenry Schein$538,0100.0%7,3000.1%MedicalXYLXylem$536,3160.0%4,4880.1%Business ServicesBKEBuckle$518,7080.0%10,3000.1%Retail/WholesaleACNAccenture$511,5390.0%2,5800.1%Computer and TechnologyAMTAmerican Tower$465,9660.0%2,7000.1%FinanceWATWaters$457,306$457,306 ▲New Holding1,5360.1%MedicalGDXVanEck Gold Miners ETF$443,066$39,461 ▲9.8%4,8280.1%ETFETNEaton$415,6130.0%1,1620.1%IndustrialsCAPITAL GROUP INTERNATIONAL$405,7630.0%12,0670.1%SHSShowing largest 100 holdings. 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