$112 Million is the total value of LINCOLN CAPITAL CORP's 45 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WYND | New | WYNDHAM WORLDWIDE CORP | $1,871,000 | – | 17,752 | +100.0% | 1.67% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $1,416,000 | – | 23,581 | +100.0% | 1.27% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $1,389,000 | – | 10,303 | +100.0% | 1.24% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $380,000 | – | 6,245 | +100.0% | 0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 28 | Q3 2023 | 9.7% |
| APPLE INC | 28 | Q3 2023 | 8.2% |
| JPMORGAN CHASE & CO | 28 | Q3 2023 | 4.8% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 4.9% |
| UNITEDHEALTH GROUP INC | 28 | Q3 2023 | 6.4% |
| AMGEN INC | 28 | Q3 2023 | 4.3% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 4.8% |
| PROSHARES TR | 28 | Q3 2023 | 2.6% |
| ABBOTT LABS | 28 | Q3 2023 | 3.9% |
| NETFLIX INC | 28 | Q3 2023 | 2.5% |
View LINCOLN CAPITAL CORP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-24 |
View LINCOLN CAPITAL CORP'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.