Lincoln Capital LLC - Q2 2021 holdings

$357 Million is the total value of Lincoln Capital LLC's 95 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .

 Value Shares↓ Weighting
BABA NewALIBABA GROUP HLDG LTDsponsored ads$7,493,00033,040
+100.0%
2.10%
GLD NewSPDR GOLD TR$799,0004,825
+100.0%
0.22%
DGRO NewISHARES TRcore div grwth$344,0006,828
+100.0%
0.10%
WFC NewWELLS FARGO CO NEW$321,0007,091
+100.0%
0.09%
SLV NewISHARES SILVER TRishares$232,0009,571
+100.0%
0.06%
COF NewCAPITAL ONE FINL CORP$226,0001,459
+100.0%
0.06%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-07-14
Signatures

The EDGAR filing(s) were signed by:

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
NameQuarters ownedLatest quarter ownedMax weighting
BERKSHIRE HATHAWAY INC DEL36Q3 20239.0%
MARKEL GROUP INC36Q3 20239.0%
MASTERCARD INCORPORATED36Q3 20238.6%
STARBUCKS CORP36Q3 20236.9%
DISNEY WALT CO36Q3 20236.6%
DIAGEO PLC36Q3 20236.6%
COSTCO WHSL CORP NEW36Q3 20235.8%
DANAHER CORPORATION36Q3 20236.9%
MCDONALDS CORP36Q3 20233.5%
MICROSOFT CORP36Q3 20233.9%

View Lincoln Capital LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-10
13F-HR2023-10-11
13F-HR2023-08-04
13F-HR2023-04-27
13F-HR2023-01-19
13F-HR2022-10-26
13F-HR2022-07-20
13F-HR2022-05-05
13F-HR2022-01-18
13F-HR2021-10-13

View Lincoln Capital LLC's complete filings history.

Compare quarters

Export Lincoln Capital LLC's holdings