| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLDG | Exit | GOLDMINING INC | $0 | – | -10,752 | -100.0% | -0.00% | – |
| Exit | NUSCALE PWR CORP | $0 | – | -15,956 | -100.0% | -0.02% | – | |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -2,170 | -100.0% | -0.05% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -7,766 | -100.0% | -0.05% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -1,072 | -100.0% | -0.05% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -3,172 | -100.0% | -0.06% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -2,074 | -100.0% | -0.06% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,246 | -100.0% | -0.06% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -1,423 | -100.0% | -0.06% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -1,560 | -100.0% | -0.06% | – |
| NTRS | Exit | NORTHERN TR CORP | $0 | – | -3,226 | -100.0% | -0.06% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -3,000 | -100.0% | -0.06% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -598 | -100.0% | -0.06% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -798 | -100.0% | -0.06% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -1,162 | -100.0% | -0.06% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -2,406 | -100.0% | -0.07% | – |
| INTC | Exit | INTEL CORP | $0 | – | -7,230 | -100.0% | -0.07% | – |
| RTX | Exit | RTX CORPORATION | $0 | – | -3,592 | -100.0% | -0.07% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -2,797 | -100.0% | -0.07% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -5,060 | -100.0% | -0.07% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -8,180 | -100.0% | -0.07% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -6,703 | -100.0% | -0.07% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -2,543 | -100.0% | -0.08% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -6,434 | -100.0% | -0.08% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,290 | -100.0% | -0.08% | – |
| MKC | Exit | MCCORMICK & CO INC | $0 | – | -4,556 | -100.0% | -0.09% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -8,867 | -100.0% | -0.09% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -8,392 | -100.0% | -0.10% | – |
| XYL | Exit | XYLEM INC | $0 | – | -4,488 | -100.0% | -0.11% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -957 | -100.0% | -0.11% | – |
| PFE | Exit | PFIZER INC | $0 | – | -12,559 | -100.0% | -0.11% | – |
| Exit | CAPITAL GROUP DIVIDEND VALUE | $0 | – | -16,002 | -100.0% | -0.11% | – | |
| Exit | BROOKFIELD CORPcl a ltd vt sh | $0 | – | -13,865 | -100.0% | -0.11% | – | |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -2,700 | -100.0% | -0.12% | – |
| HSIC | Exit | HENRY SCHEIN INC | $0 | – | -6,500 | -100.0% | -0.13% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -1,780 | -100.0% | -0.13% | – |
| Exit | CAPITAL GROUP GROWTH ETF | $0 | – | -20,558 | -100.0% | -0.13% | – | |
| V | Exit | VISA INC | $0 | – | -2,187 | -100.0% | -0.13% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -3,714 | -100.0% | -0.13% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -2,126 | -100.0% | -0.13% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -4,867 | -100.0% | -0.15% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -2,997 | -100.0% | -0.16% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -4,514 | -100.0% | -0.16% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -3,644 | -100.0% | -0.16% | – |
| MTD | Exit | METTLER TOLEDO INTERNATIONAL | $0 | – | -575 | -100.0% | -0.17% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -12,916 | -100.0% | -0.17% | – |
| Exit | CAPITAL GROUP INTL FOCUS EQT | $0 | – | -29,687 | -100.0% | -0.17% | – | |
| WCN | Exit | WASTE CONNECTIONS INC | $0 | – | -5,062 | -100.0% | -0.18% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -10,077 | -100.0% | -0.19% | – |
| Exit | ESAB CORPORATION | $0 | – | -10,710 | -100.0% | -0.20% | – | |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -2,812 | -100.0% | -0.20% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -11,001 | -100.0% | -0.21% | – |
| Exit | BROOKFIELD ASSET MANAGMT LTD | $0 | – | -24,968 | -100.0% | -0.22% | – | |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -7,787 | -100.0% | -0.24% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -3,080 | -100.0% | -0.25% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -6,544 | -100.0% | -0.25% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -2,651 | -100.0% | -0.25% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -10,493 | -100.0% | -0.26% | – |
| CINF | Exit | CINCINNATI FINL CORP | $0 | – | -9,806 | -100.0% | -0.26% | – |
| APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -12,241 | -100.0% | -0.27% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -11,311 | -100.0% | -0.28% | – |
| WMT | Exit | WALMART INC | $0 | – | -6,866 | -100.0% | -0.29% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -4,403 | -100.0% | -0.29% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -7,266 | -100.0% | -0.30% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -3,777 | -100.0% | -0.30% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -21,852 | -100.0% | -0.37% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -8,469 | -100.0% | -0.38% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -7,102 | -100.0% | -0.39% | – |
| FAST | Exit | FASTENAL CO | $0 | – | -28,993 | -100.0% | -0.42% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -13,366 | -100.0% | -0.46% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -2,897 | -100.0% | -0.49% | – |
| DE | Exit | DEERE & CO | $0 | – | -5,142 | -100.0% | -0.51% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -4,635 | -100.0% | -0.52% | – |
| CPRT | Exit | COPART INC | $0 | – | -49,622 | -100.0% | -0.56% | – |
| Exit | HAGERTY INC | $0 | – | -278,623 | -100.0% | -0.60% | – | |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -15,658 | -100.0% | -0.61% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -15,604 | -100.0% | -0.67% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -66,816 | -100.0% | -0.75% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -17,063 | -100.0% | -0.76% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -66,643 | -100.0% | -0.96% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -12,314 | -100.0% | -1.02% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -16,341 | -100.0% | -1.11% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -27,534 | -100.0% | -1.13% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -22,648 | -100.0% | -1.21% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -31,916 | -100.0% | -1.22% | – |
| KO | Exit | COCA COLA CO | $0 | – | -85,910 | -100.0% | -1.26% | – |
| Exit | LINDE PLC | $0 | – | -14,782 | -100.0% | -1.44% | – | |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -28,138 | -100.0% | -1.45% | – |
| OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -78,052 | -100.0% | -1.64% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -115,575 | -100.0% | -1.68% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -14,791 | -100.0% | -1.88% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -103,245 | -100.0% | -2.20% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -34,526 | -100.0% | -2.39% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -64,940 | -100.0% | -2.54% | – |
| AAPL | Exit | APPLE INC | $0 | – | -58,407 | -100.0% | -2.62% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -86,131 | -100.0% | -2.87% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -42,702 | -100.0% | -3.54% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -180,532 | -100.0% | -4.32% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -79,310 | -100.0% | -5.16% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -37,662 | -100.0% | -5.58% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -172,665 | -100.0% | -5.93% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -65,874 | -100.0% | -6.84% | – |
| MKL | Exit | MARKEL GROUP INC | $0 | – | -18,016 | -100.0% | -6.96% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -55 | -100.0% | -7.67% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -98,359 | -100.0% | -9.04% | – |
About Lincoln Capital LLC
Lincoln Capital LLC is a privately held investment management firm that specializes in providing customized investment solutions to high net worth individuals, families, and institutions. The firm was founded in 1987 by its current CEO, John Lincoln, and has since grown to become a leading player in the investment management industry.
At the heart of Lincoln Capital's investment philosophy is a commitment to providing clients with personalized investment strategies that are tailored to their unique needs and goals. The firm's team of experienced investment professionals works closely with clients to develop customized portfolios that are designed to achieve their specific investment objectives.
One of the key strengths of Lincoln Capital is its team of investment professionals, which includes a Chief Investment Officer, a Chief Operating Officer, and a team of portfolio managers and analysts. These individuals bring a wealth of experience and expertise to the firm, and are committed to delivering superior investment results for clients.
In addition to its investment management services, Lincoln Capital also offers a range of other financial services, including financial planning, estate planning, and tax planning. These services are designed to help clients achieve their long-term financial goals and objectives, and are delivered with the same level of personalized attention and expertise that clients have come to expect from Lincoln Capital.
Overall, Lincoln Capital LLC is a well-respected investment management firm that has earned a reputation for delivering superior investment results and personalized service to its clients.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 36 | Q3 2023 | 9.0% |
| MARKEL GROUP INC | 36 | Q3 2023 | 9.0% |
| MASTERCARD INCORPORATED | 36 | Q3 2023 | 8.6% |
| STARBUCKS CORP | 36 | Q3 2023 | 6.9% |
| DISNEY WALT CO | 36 | Q3 2023 | 6.6% |
| DIAGEO PLC | 36 | Q3 2023 | 6.6% |
| COSTCO WHSL CORP NEW | 36 | Q3 2023 | 5.8% |
| DANAHER CORPORATION | 36 | Q3 2023 | 6.9% |
| MCDONALDS CORP | 36 | Q3 2023 | 3.5% |
| MICROSOFT CORP | 36 | Q3 2023 | 3.9% |
View Lincoln Capital LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-01-18 |
View Lincoln Capital LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.