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The Analysis of LINCOLN CAPITAL CORP's Holdings & P&L

Currently, LINCOLN CAPITAL CORP holds 99 types of securities in its portfolio with a total value $271.7M. In the most recent quarter, they have increased their positions in BAI (+146.8K shares, valued at $4.8M), BINC (+88.5K shares, valued at $4.6M), CNP (+78.6K shares, valued at $3.4M); decreased their positions in SGOV (-41.1K shares, valued at $4.1M), GSLC (-14.8K shares, valued at $1.9M), N/A (-20.0K shares, valued at $1.7M); initiated new positions in BAI (+146.8K shares, valued at $4.8M), BINC (+88.5K shares, valued at $4.6M), CNP (+78.6K shares, valued at $3.4M).

1M P&L

+9.1M+3.36%

3M P&L

+9.8M+3.59%

HY P&L

+22.0M+8.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A165.4M

67.1%

2Software - Infrastructure15.8M

6.4%

3Consumer Electronics13.8M

5.6%

Top Industries by Stock Count

1N/A44 stocks

48.4%

2Drug Manufacturers - General3 stocks

3.3%

3Semiconductor Equipment & Materials3 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEFA ISHARES TR214.3K shares0.85%2026-03-312026-04-16

SPYM SPDR SERIES TRUST217.6K shares24.12%2026-03-312026-04-16

MSFT MICROSOFT CORP42.7K shares-9.76%2026-03-312026-04-16

AAPL APPLE INC54.3K shares-1.89%2026-03-312026-04-16

GSLC GOLDMAN SACHS ETF TR106.4K shares-12.24%2026-03-312026-04-16

IEF ISHARES TR123.3K shares0.43%2026-03-312026-04-16

SCHM SCHWAB STRATEGIC TR342.1K shares-0.14%2026-03-312026-04-16

BNDX VANGUARD CHARLOTTE FDS171.5K shares0.63%2026-03-312026-04-16

Sponsored

ALPHABET INC ALPHABET INC27.6K shares2.50%2026-03-312026-04-16

AMZN AMAZON COM INC37.0K shares-17.01%2026-03-312026-04-16

CGNG CAPITAL GROUP NEW GEOGRAPHY235.6K shares1.81%2026-03-312026-04-16

CENCORA INC CENCORA INC19.2K shares-0.97%2026-03-312026-04-16

JAAA JANUS DETROIT STR TR117.2K shares-0.98%2026-03-312026-04-16

FBND FIDELITY MERRIMACK STR TR125.5K shares-1.41%2026-03-312026-04-16

SCHW SCHWAB CHARLES CORP60.1K shares-0.44%2026-03-312026-04-16

FELC FIDELITY COVINGTON TRUST148.5K shares-1.55%2026-03-312026-04-16

Sponsored

VFMO VANGUARD WELLINGTON FD25.7K shares-0.64%2026-03-312026-04-16

BAI BLACKROCK ETF TRUST146.8K sharesnew addition2026-03-312026-04-16

QUAL ISHARES TR24.0K shares-1.48%2026-03-312026-04-16

BINC BLACKROCK ETF TRUST II88.5K sharesnew addition2026-03-312026-04-16

BROADCOM INC BROADCOM INC14.8K shares-8.66%2026-03-312026-04-16

RKT ROCKET COS INC281.1K shares2.99%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE14.0K shares-1.52%2026-03-312026-04-16

FESM FIDELITY COVINGTON TRUST103.7K shares15.59%2026-03-312026-04-16

Sponsored

IVV ISHARES TR5.6K shares-15.86%2026-03-312026-04-16

WMT WALMART INC27.4K shares-1.60%2026-03-312026-04-16

CNP CENTERPOINT ENERGY INC78.6K sharesnew addition2026-03-312026-04-16

WCMI FIRST TR EXCHANGE-TRADED FD200.2K sharesnew addition2026-03-312026-04-16

DFAE DIMENSIONAL ETF TRUST91.0K shares1.02%2026-03-312026-04-16

NI NISOURCE INC65.4K shares1.50%2026-03-312026-04-16

SAIA SAIA INC8.5K shares103.50%2026-03-312026-04-16

TSPA T ROWE PRICE ETF INC70.3K shares1.39%2026-03-312026-04-16

Sponsored

SCHB SCHWAB STRATEGIC TR114.0K shares1.23%2026-03-312026-04-16

TCAF T ROWE PRICE ETF INC74.6K shares-7.14%2026-03-312026-04-16

NVDA NVIDIA CORPORATION15.0K shares-2.13%2026-03-312026-04-16

PSLV SPROTT ASSET MANAGEMENT LP97.8K shares-40.29%2026-03-312026-04-16

HYCROFT MINING HOLDING CORP HYCROFT MINING HOLDING CORP53.9K shares34.57%2026-03-312026-04-16

VO VANGUARD INDEX FDS6.5K shares-0.25%2026-03-312026-04-16

VTEB VANGUARD MUN BD FDS31.0K shares2.39%2026-03-312026-04-16

INTF ISHARES TR39.3K shares-0.38%2026-03-312026-04-16

Sponsored

AG FIRST MAJESTIC SILVER CORP70.2K shares0.00%2026-03-312026-04-16

FENI FIDELITY COVINGTON TRUST37.7K sharesnew addition2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T2.0K shares0.00%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC4.7K shares27.22%2026-03-312026-04-16

SCHX SCHWAB STRATEGIC TR48.5K shares0.00%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS5.5K shares0.00%2026-03-312026-04-16

NFLX NETFLIX INC.11.0K shares-6.31%2026-03-312026-04-16

SHV ISHARES TR9.5K shares-1.94%2026-03-312026-04-16

Sponsored

AMAT APPLIED MATLS INC2.9K sharesnew addition2026-03-312026-04-16

MA MASTERCARD INCORPORATED1.9K shares-50.47%2026-03-312026-04-16

META META PLATFORMS INC1.6K shares22.70%2026-03-312026-04-16

MAA MID-AMER APT CMNTYS INC7.4K shares-20.31%2026-03-312026-04-16

KLAC KLA CORP561 sharesnew addition2026-03-312026-04-16

IJR ISHARES TR6.5K shares0.00%2026-03-312026-04-16

GLW CORNING INC5.9K shares-3.12%2026-03-312026-04-16

CVLC MORGAN STANLEY ETF TRUST9.9K shares-4.14%2026-03-312026-04-16

Sponsored

EFA ISHARES TR7.4K shares-0.50%2026-03-312026-04-16

AMGN AMGEN INC1.9K shares-13.06%2026-03-312026-04-16

ABT ABBOTT LABORATORIES6.7K shares-6.99%2026-03-312026-04-16

PH PARKER-HANNIFIN CORP729 shares25.47%2026-03-312026-04-16

BIL SPDR SERIES TRUST6.7K shares-8.36%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO1.9K shares-1.08%2026-03-312026-04-16

TVA TEXAS VENTURES ACQUISITION I50.0K sharesnew addition2026-03-312026-04-16

TSLA TESLA INC1.4K shares0.00%2026-03-312026-04-16

Sponsored

SPDW SPDR INDEX SHS FDS11.1K shares0.00%2026-03-312026-04-16

BAC BANK AMERICA CORP10.1K shares4.52%2026-03-312026-04-16

BE BLOOM ENERGY CORP3.6K sharesnew addition2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR3.1K shares0.00%2026-03-312026-04-16

PFE PFIZER INC13.0K shares1.10%2026-03-312026-04-16

CAT CATERPILLAR INC501 shares-0.60%2026-03-312026-04-16

GEV GE VERNOVA INC404 shares9.49%2026-03-312026-04-16

ALPHABET INC ALPHABET INC1.2K shares-11.24%2026-03-312026-04-16

Sponsored

CFG CITIZENS FINL GROUP INC5.2K shares-15.58%2026-03-312026-04-16

SGOV ISHARES TR3.1K shares-93.03%2026-03-312026-04-16

CVS CVS HEALTH CORP4.0K sharesnew addition2026-03-312026-04-16

CSCO CISCO SYS INC3.7K sharesnew addition2026-03-312026-04-16

MTUM ISHARES TR1.1K shares0.00%2026-03-312026-04-16

LLY ELI LILLY & CO297 sharesnew addition2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION263 shares0.00%2026-03-312026-04-16

PWR QUANTA SVCS INC471 sharesnew addition2026-03-312026-04-16

Sponsored

MBB ISHARES TR2.7K shares-2.09%2026-03-312026-04-16

SCHA SCHWAB STRATEGIC TR8.5K shares-0.78%2026-03-312026-04-16

VGIT VANGUARD SCOTTSDALE FDS4.1K shares0.61%2026-03-312026-04-16

JMBS JANUS DETROIT STR TR5.5K shares-2.19%2026-03-312026-04-16

CMCSA COMCAST CORP NEW8.5K sharesnew addition2026-03-312026-04-16

MCK MCKESSON CORP280 sharesnew addition2026-03-312026-04-16

BK BANK NEW YORK MELLON CORP2.0K shares0.45%2026-03-312026-04-16

CVIE MORGAN STANLEY ETF TRUST3.3K shares-5.77%2026-03-312026-04-16

Sponsored

XOM EXXON MOBIL CORP1.4K sharesnew addition2026-03-312026-04-16

MEDTRONIC PLC MEDTRONIC PLC2.6K shares-88.33%2026-03-312026-04-16

TER TERADYNE INC767 sharesnew addition2026-03-312026-04-16

IBDW ISHARES TR10.8K shares-8.93%2026-03-312026-04-16

BLACKSTONE INC BLACKSTONE INC1.9K shares-3.34%2026-03-312026-04-16

T AT&T INC7.3K sharesnew addition2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC251 shares0.40%2026-03-312026-04-16

JBL JABIL INC757 sharesnew addition2026-03-312026-04-16

Sponsored

F FORD MTR CO17.0K shares-36.90%2026-03-312026-04-16

DJT TRUMP MEDIA & TECHNOLOGY GRO10.0K shares0.00%2026-03-312026-04-16

IMUX IMMUNIC INC20.4K sharesnew addition2026-03-312026-04-16

IEFA

ISHARES TR

0.85%

Shares214.3K

Event2026-03-31

Filed2026-04-16

SPYM

SPDR SERIES TRUST

24.12%

Shares217.6K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

-9.76%

Shares42.7K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-1.89%

Shares54.3K

Event2026-03-31

Filed2026-04-16

GSLC

GOLDMAN SACHS ETF TR

-12.24%

Shares106.4K

Event2026-03-31

Filed2026-04-16

IEF

ISHARES TR

0.43%

Shares123.3K

Event2026-03-31

Filed2026-04-16

SCHM

SCHWAB STRATEGIC TR

-0.14%

Shares342.1K

Event2026-03-31

Filed2026-04-16

BNDX

VANGUARD CHARLOTTE FDS

0.63%

Shares171.5K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

2.50%

Shares27.6K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

-17.01%

Shares37.0K

Event2026-03-31

Filed2026-04-16

CGNG

CAPITAL GROUP NEW GEOGRAPHY

1.81%

Shares235.6K

Event2026-03-31

Filed2026-04-16

CENCORA INC

-0.97%

Shares19.2K

Event2026-03-31

Filed2026-04-16

JAAA

JANUS DETROIT STR TR

-0.98%

Shares117.2K

Event2026-03-31

Filed2026-04-16

FBND

FIDELITY MERRIMACK STR TR

-1.41%

Shares125.5K

Event2026-03-31

Filed2026-04-16

SCHW

SCHWAB CHARLES CORP

-0.44%

Shares60.1K

Event2026-03-31

Filed2026-04-16

FELC

FIDELITY COVINGTON TRUST

-1.55%

Shares148.5K

Event2026-03-31

Filed2026-04-16

VFMO

VANGUARD WELLINGTON FD

-0.64%

Shares25.7K

Event2026-03-31

Filed2026-04-16

BAI

BLACKROCK ETF TRUST

New

Shares146.8K

Event2026-03-31

Filed2026-04-16

QUAL

ISHARES TR

-1.48%

Shares24.0K

Event2026-03-31

Filed2026-04-16

BINC

BLACKROCK ETF TRUST II

New

Shares88.5K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

-8.66%

Shares14.8K

Event2026-03-31

Filed2026-04-16

RKT

ROCKET COS INC

2.99%

Shares281.1K

Event2026-03-31

Filed2026-04-16

GE AEROSPACE

-1.52%

Shares14.0K

Event2026-03-31

Filed2026-04-16

FESM

FIDELITY COVINGTON TRUST

15.59%

Shares103.7K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

-15.86%

Shares5.6K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

-1.60%

Shares27.4K

Event2026-03-31

Filed2026-04-16

CNP

CENTERPOINT ENERGY INC

New

Shares78.6K

Event2026-03-31

Filed2026-04-16

WCMI

FIRST TR EXCHANGE-TRADED FD

New

Shares200.2K

Event2026-03-31

Filed2026-04-16

DFAE

DIMENSIONAL ETF TRUST

1.02%

Shares91.0K

Event2026-03-31

Filed2026-04-16

NISOURCE INC

1.50%

Shares65.4K

Event2026-03-31

Filed2026-04-16

SAIA

SAIA INC

103.50%

Shares8.5K

Event2026-03-31

Filed2026-04-16

TSPA

T ROWE PRICE ETF INC

1.39%

Shares70.3K

Event2026-03-31

Filed2026-04-16

SCHB

SCHWAB STRATEGIC TR

1.23%

Shares114.0K

Event2026-03-31

Filed2026-04-16

TCAF

T ROWE PRICE ETF INC

-7.14%

Shares74.6K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-2.13%

Shares15.0K

Event2026-03-31

Filed2026-04-16

PSLV

SPROTT ASSET MANAGEMENT LP

-40.29%

Shares97.8K

Event2026-03-31

Filed2026-04-16

HYCROFT MINING HOLDING CORP

34.57%

Shares53.9K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-0.25%

Shares6.5K

Event2026-03-31

Filed2026-04-16

VTEB

VANGUARD MUN BD FDS

2.39%

Shares31.0K

Event2026-03-31

Filed2026-04-16

INTF

ISHARES TR

-0.38%

Shares39.3K

Event2026-03-31

Filed2026-04-16

FIRST MAJESTIC SILVER CORP

0.00%

Shares70.2K

Event2026-03-31

Filed2026-04-16

FENI

FIDELITY COVINGTON TRUST

New

Shares37.7K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-16

UNH

UNITEDHEALTH GROUP INC

27.22%

Shares4.7K

Event2026-03-31

Filed2026-04-16

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares48.5K

Event2026-03-31

Filed2026-04-16

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-16

NFLX

NETFLIX INC.

-6.31%

Shares11.0K

Event2026-03-31

Filed2026-04-16

SHV

ISHARES TR

-1.94%

Shares9.5K

Event2026-03-31

Filed2026-04-16

AMAT

APPLIED MATLS INC

New

Shares2.9K

Event2026-03-31

Filed2026-04-16

MASTERCARD INCORPORATED

-50.47%

Shares1.9K

Event2026-03-31

Filed2026-04-16