Sponsored
The Analysis of Lincoln Capital LLC's Holdings & P&L
Currently, Lincoln Capital LLC holds 135 types of securities in its portfolio with a total value $527.8M. In the most recent quarter, they have increased their positions in UPS (+45.5K shares, valued at $4.5M), N/A (+8.1K shares, valued at $3.9M), N/A (+37.7K shares, valued at $3.2M); decreased their positions in ROP (-11.9K shares, valued at $4.2M), OXY (-61.4K shares, valued at $4.0M), CPRT (-16.7K shares, valued at $554.8K); initiated new positions in WAT (+1.5K shares, valued at $457.3K), CASY (+352 shares, valued at $256.4K), AMR (+1.1K shares, valued at $218.8K).
1M P&L
+2.6M+0.60%
3M P&L
-13.9M-3.11%
HY P&L
-1.5M-0.34%
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/A64.3M
15.6%
2Insurance - Property & Casualty53.0M
12.8%
3Discount Stores37.2M
9.0%
Top Industries by Stock Count
1N/A29 stocks
23.6%
2Insurance - Property & Casualty6 stocks
4.9%
3Banks - Diversified4 stocks
3.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL
8.64%BERKSHIRE HATHAWAY INC DEL
Shares101.9K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
-0.90%ALPHABET INC
Shares154.2K
Event2026-03-31
Filed2026-05-01
BRK.A
3.77%BERKSHIRE HATHAWAY INC DEL
Shares55
Event2026-03-31
Filed2026-05-01
MKL
4.48%MARKEL GROUP INC
Shares18.2K
Event2026-03-31
Filed2026-05-01
COST
-0.78%COSTCO WHOLESALE CORPORATION
Shares34.5K
Event2026-03-31
Filed2026-05-01
MA
-0.93%MASTERCARD INCORPORATED
Shares59.7K
Event2026-03-31
Filed2026-05-01
AMZN
-1.07%AMAZON COM INC
Shares78.9K
Event2026-03-31
Filed2026-05-01
DHR
-1.34%DANAHER CORP DEL
Shares84.7K
Event2026-03-31
Filed2026-05-01
MSFT
-0.03%MICROSOFT CORP
Shares42.6K
Event2026-03-31
Filed2026-05-01
AAPL
-0.64%APPLE INC
Shares56.0K
Event2026-03-31
Filed2026-05-01
SBUX
-2.11%STARBUCKS CORP
Shares156.3K
Event2026-03-31
Filed2026-05-01
HGTY
16.95%HAGERTY INC
Shares950.7K
Event2026-03-31
Filed2026-05-01
MCD
-0.62%MCDONALDS CORP
Shares31.7K
Event2026-03-31
Filed2026-05-01
MAR
-1.18%MARRIOTT INTL INC NEW
Shares26.0K
Event2026-03-31
Filed2026-05-01
CARR
-5.99%CARRIER GLOBAL CORPORATION
Shares149.0K
Event2026-03-31
Filed2026-05-01
JPM
-0.76%JPMORGAN CHASE & CO
Shares28.1K
Event2026-03-31
Filed2026-05-01
DIS
-4.93%DISNEY WALT CO
Shares76.2K
Event2026-03-31
Filed2026-05-01
BK
-1.03%BANK NEW YORK MELLON CORP
Shares60.0K
Event2026-03-31
Filed2026-05-01
LIBERTY MEDIA CORP DEL
91.28%LIBERTY MEDIA CORP DEL
Shares79.1K
Event2026-03-31
Filed2026-05-01
LINDE PLC
-1.67%LINDE PLC
Shares13.3K
Event2026-03-31
Filed2026-05-01
KO
-0.33%COCA COLA CO
Shares79.2K
Event2026-03-31
Filed2026-05-01
JNJ
-0.25%JOHNSON & JOHNSON
Shares23.6K
Event2026-03-31
Filed2026-05-01
AXP
-1.38%AMERICAN EXPRESS CO
Shares19.0K
Event2026-03-31
Filed2026-05-01
SCHW
-3.19%SCHWAB CHARLES CORP
Shares58.2K
Event2026-03-31
Filed2026-05-01
OTIS
-1.43%OTIS WORLDWIDE CORP
Shares67.9K
Event2026-03-31
Filed2026-05-01
CPRT
-10.09%COPART INC
Shares149.1K
Event2026-03-31
Filed2026-05-01
UPS
992.90%UNITED PARCEL SVCS INC
Shares50.0K
Event2026-03-31
Filed2026-05-01
UNP
-3.17%UNION PAC CORP
Shares19.9K
Event2026-03-31
Filed2026-05-01
MCO
-2.32%MOODYS CORP
Shares11.0K
Event2026-03-31
Filed2026-05-01
OXY
-49.19%OCCIDENTAL PETE CORP
Shares63.4K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
0.36%ALPHABET INC
Shares12.5K
Event2026-03-31
Filed2026-05-01
TRV
0.01%TRAVELERS COMPANIES INC
Shares11.8K
Event2026-03-31
Filed2026-05-01
FAST
0.00%FASTENAL CO
Shares70.0K
Event2026-03-31
Filed2026-05-01
IVV
-4.47%ISHARES TR
Shares4.5K
Event2026-03-31
Filed2026-05-01
CB
-0.99%CHUBB LTD SWITZ
Shares8.8K
Event2026-03-31
Filed2026-05-01
WMT
0.01%WALMART INC
Shares22.7K
Event2026-03-31
Filed2026-05-01
CGGR
-2.07%CAPITAL GROUP GROWTH ETF
Shares65.0K
Event2026-03-31
Filed2026-05-01
DE
-0.11%DEERE & CO
Shares4.5K
Event2026-03-31
Filed2026-05-01
PEP
0.01%PEPSICO INC
Shares15.5K
Event2026-03-31
Filed2026-05-01
BLACKROCK INC
-2.04%BLACKROCK INC
Shares2.3K
Event2026-03-31
Filed2026-05-01
APH
0.00%AMPHENOL CORP
Shares17.2K
Event2026-03-31
Filed2026-05-01
VLTO
-6.08%VERALTO CORP
Shares21.7K
Event2026-03-31
Filed2026-05-01
BDX
-2.64%BECTON DICKINSON & CO
Shares11.8K
Event2026-03-31
Filed2026-05-01
ECL
-5.74%ECOLAB INC
Shares6.6K
Event2026-03-31
Filed2026-05-01
IDXX
-1.22%IDEXX LABS INC
Shares3.0K
Event2026-03-31
Filed2026-05-01
CAT
0.00%CATERPILLAR INC
Shares2.4K
Event2026-03-31
Filed2026-05-01
LPX
-1.78%LOUISIANA PAC CORP
Shares22.2K
Event2026-03-31
Filed2026-05-01
IEFA
-3.99%ISHARES TR
Shares17.5K
Event2026-03-31
Filed2026-05-01
VUG
-1.50%VANGUARD INDEX FDS
Shares3.6K
Event2026-03-31
Filed2026-05-01
CINF
0.00%CINCINNATI FINL CORP
Shares9.8K
Event2026-03-31
Filed2026-05-01
AMAT
0.00%APPLIED MATLS INC
Shares4.4K
Event2026-03-31
Filed2026-05-01
GLW
0.00%CORNING INC
Shares10.4K
Event2026-03-31
Filed2026-05-01
IJH
-4.75%ISHARES TR
Shares20.0K
Event2026-03-31
Filed2026-05-01
CGUS
-2.96%CAPITAL GROUP CORE EQUITY ET
Shares35.0K
Event2026-03-31
Filed2026-05-01
IJR
-0.12%ISHARES TR
Shares10.3K
Event2026-03-31
Filed2026-05-01
ESAB
-0.04%ESAB CORPORATION
Shares12.7K
Event2026-03-31
Filed2026-05-01
XOM
-1.08%EXXON MOBIL CORP
Shares7.1K
Event2026-03-31
Filed2026-05-01
VB
-0.09%VANGUARD INDEX FDS
Shares4.4K
Event2026-03-31
Filed2026-05-01
MSCI
-15.35%MSCI INC
Shares2.1K
Event2026-03-31
Filed2026-05-01
HD
-2.23%HOME DEPOT INC
Shares3.4K
Event2026-03-31
Filed2026-05-01
TSLA
4.45%TESLA INC
Shares3.0K
Event2026-03-31
Filed2026-05-01
USMV
4.50%ISHARES TR
Shares11.1K
Event2026-03-31
Filed2026-05-01
NVDA
1.03%NVIDIA CORPORATION
Shares5.5K
Event2026-03-31
Filed2026-05-01
CGGO
-1.43%CAPITAL GROUP GBL GROWTH EQT
Shares28.3K
Event2026-03-31
Filed2026-05-01
SPGI
-2.51%S&P GLOBAL INC
Shares2.2K
Event2026-03-31
Filed2026-05-01
PG
-2.34%PROCTER & GAMBLE CO
Shares6.3K
Event2026-03-31
Filed2026-05-01
BROOKFIELD ASSET MANAGMT LTD
-11.17%BROOKFIELD ASSET MANAGMT LTD
Shares20.3K
Event2026-03-31
Filed2026-05-01
VTV
1.13%VANGUARD INDEX FDS
Shares4.2K
Event2026-03-31
Filed2026-05-01
WCN
0.00%WASTE CONNECTIONS INC
Shares5.1K
Event2026-03-31
Filed2026-05-01
PSX
0.00%PHILLIPS 66
Shares4.5K
Event2026-03-31
Filed2026-05-01
CGXU
0.26%CAPITAL GROUP INTL FOCUS EQT
Shares27.6K
Event2026-03-31
Filed2026-05-01
CGDG
9.81%CAPITAL GROUP DIVIDEND GROWE
Shares22.4K
Event2026-03-31
Filed2026-05-01
BN
-3.66%BROOKFIELD CORP
Shares19.2K
Event2026-03-31
Filed2026-05-01
SPY
0.00%STATE STR SPDR S&P 500 ETF T
Shares1.1K
Event2026-03-31
Filed2026-05-01
CGDV
5.55%CAPITAL GROUP DIVIDEND VALUE
Shares17.3K
Event2026-03-31
Filed2026-05-01
DEO
-5.78%DIAGEO PLC
Shares9.9K
Event2026-03-31
Filed2026-05-01
MTD
0.00%METTLER TOLEDO INTERNATIONAL
Shares560
Event2026-03-31
Filed2026-05-01
VWO
-0.03%VANGUARD INTL EQUITY INDEX F
Shares12.5K
Event2026-03-31
Filed2026-05-01
CL
-6.14%COLGATE PALMOLIVE CO
Shares7.5K
Event2026-03-31
Filed2026-05-01
CSGP
-4.00%COSTAR GROUP INC
Shares15.7K
Event2026-03-31
Filed2026-05-01
VEA
-1.18%VANGUARD TAX-MANAGED FDS
Shares9.7K
Event2026-03-31
Filed2026-05-01
HSY
-0.47%HERSHEY CO
Shares3.0K
Event2026-03-31
Filed2026-05-01
V
-3.59%VISA INC
Shares2.0K
Event2026-03-31
Filed2026-05-01
SYK
0.00%STRYKER CORPORATION
Shares1.8K
Event2026-03-31
Filed2026-05-01
CVX
63.61%CHEVRON CORPORATION
Shares2.8K
Event2026-03-31
Filed2026-05-01
WFC
0.03%WELLS FARGO & CO
Shares7.2K
Event2026-03-31
Filed2026-05-01
NKE
-2.01%NIKE INC
Shares10.7K
Event2026-03-31
Filed2026-05-01
VT
0.82%VANGUARD INTL EQUITY INDEX F
Shares4.0K
Event2026-03-31
Filed2026-05-01
DGRO
-14.69%ISHARES TR
Shares8.0K
Event2026-03-31
Filed2026-05-01
RTX
0.00%RTX CORPORATION
Shares2.9K
Event2026-03-31
Filed2026-05-01
META
0.00%META PLATFORMS INC
Shares951
Event2026-03-31
Filed2026-05-01
HSIC
0.00%SCHEIN HENRY INC
Shares7.3K
Event2026-03-31
Filed2026-05-01
XYL
0.00%XYLEM INC
Shares4.5K
Event2026-03-31
Filed2026-05-01
BKE
0.00%BUCKLE INC
Shares10.3K
Event2026-03-31
Filed2026-05-01
ACCENTURE PLC IRELAND
0.00%ACCENTURE PLC IRELAND
Shares2.6K
Event2026-03-31
Filed2026-05-01
AMT
0.00%AMERICAN TOWER CORP
Shares2.7K
Event2026-03-31
Filed2026-05-01
WAT
NewWATERS CORP
Shares1.5K
Event2026-03-31
Filed2026-05-01
GDX
9.78%VANECK ETF TRUST
Shares4.8K
Event2026-03-31
Filed2026-05-01
EATON CORP PLC
0.00%EATON CORP PLC
Shares1.2K
Event2026-03-31
Filed2026-05-01
CGIE
0.00%CAPITAL GROUP INTERNATIONAL
Shares12.1K
Event2026-03-31
Filed2026-05-01
WRB
0.00%BERKLEY W R CORP
Shares5.7K
Event2026-03-31
Filed2026-05-01
ROP
-91.85%ROPER TECHNOLOGIES INC
Shares1.1K
Event2026-03-31
Filed2026-05-01
VANGUARD INDEX FDS
-7.51%VANGUARD INDEX FDS
Shares591
Event2026-03-31
Filed2026-05-01
USB
0.00%US BANCORP
Shares6.6K
Event2026-03-31
Filed2026-05-01
BWXT
0.12%BWX TECHNOLOGIES INC
Shares1.7K
Event2026-03-31
Filed2026-05-01
BAC
0.00%BANK AMERICA CORP
Shares7.0K
Event2026-03-31
Filed2026-05-01
ADP
0.00%AUTOMATIC DATA PROCESSING IN
Shares1.6K
Event2026-03-31
Filed2026-05-01
ORCL
5.21%ORACLE CORP
Shares2.1K
Event2026-03-31
Filed2026-05-01
IWM
0.00%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-01
AIRR
0.00%FIRST TR EXCHANGE TRADED FD
Shares2.7K
Event2026-03-31
Filed2026-05-01
PM
0.00%PHILIP MORRIS INTL INC
Shares1.8K
Event2026-03-31
Filed2026-05-01
DFAC
0.00%DIMENSIONAL ETF TRUST
Shares7.8K
Event2026-03-31
Filed2026-05-01
CSCO
0.00%CISCO SYS INC
Shares3.9K
Event2026-03-31
Filed2026-05-01
IBM
2.89%INTERNATIONAL BUSINESS MACHS
Shares1.2K
Event2026-03-31
Filed2026-05-01
COP
0.00%CONOCOPHILLIPS
Shares2.2K
Event2026-03-31
Filed2026-05-01
PFE
-3.62%PFIZER INC
Shares9.9K
Event2026-03-31
Filed2026-05-01
UNILEVER PLC
-6.75%UNILEVER PLC
Shares4.8K
Event2026-03-31
Filed2026-05-01
VNQ
0.00%VANGUARD INDEX FDS
Shares3.0K
Event2026-03-31
Filed2026-05-01
CASY
NewCASEYS GEN STORES INC
Shares352
Event2026-03-31
Filed2026-05-01
GLD
0.00%SPDR GOLD TR
Shares585
Event2026-03-31
Filed2026-05-01
VMI
0.00%VALMONT INDS INC
Shares600
Event2026-03-31
Filed2026-05-01
TFC
0.00%TRUIST FINL CORP
Shares5.2K
Event2026-03-31
Filed2026-05-01
NUE
0.00%NUCOR CORP
Shares1.3K
Event2026-03-31
Filed2026-05-01
AMR
NewALPHA METALLURGICAL RESOUR I
Shares1.1K
Event2026-03-31
Filed2026-05-01
KMI
NewKINDER MORGAN INC DEL
Shares6.5K
Event2026-03-31
Filed2026-05-01
ABBV
0.00%ABBVIE INC
Shares1.0K
Event2026-03-31
Filed2026-05-01
TROW
0.00%PRICE T ROWE GROUP INC
Shares2.4K
Event2026-03-31
Filed2026-05-01
ROST
NewROSS STORES INC
Shares1.0K
Event2026-03-31
Filed2026-05-01
INTC
NewINTEL CORP
Shares4.9K
Event2026-03-31
Filed2026-05-01
ITOT
-1.59%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-01
WMB
NewWILLIAMS COS INC
Shares2.9K
Event2026-03-31
Filed2026-05-01
INVESCO QQQ TR
0.00%INVESCO QQQ TR
Shares353
Event2026-03-31
Filed2026-05-01
CGBL
NewCAPITAL GROUP CORE BALANCED
Shares5.9K
Event2026-03-31
Filed2026-05-01
UAMY
24.88%UNITED STATES ANTIMONY CORP
Shares14.3K
Event2026-03-31
Filed2026-05-01
GLDG
0.00%GOLDMINING INC
Shares10.8K
Event2026-03-31
Filed2026-05-01
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available