Lincoln Capital LLC
CIK: 0001633862SEC EDGAR →
Portfolio Value
$551.8M
Holdings
131
As of
Q4 2025
New Positions
131
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 155,635 | $48.7M | 8.83% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 93,751 | $47.1M | 8.54% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 53 | $40.0M | 7.25% |
| 4 | MARKEL GROUP INC | 17,402 | $37.4M | 6.78% |
| 5 | MASTERCARD INCORPORATED | 60,242 | $34.4M | 6.23% |
| 6 | COSTCO WHSL CORP NEW | 34,817 | $30.0M | 5.44% |
| 7 | MICROSOFT CORP | 42,656 | $20.6M | 3.74% |
| 8 | DANAHER CORPORATION | 85,875 | $19.7M | 3.56% |
| 9 | AMAZON COM INC | 79,792 | $18.4M | 3.34% |
| 10 | APPLE INC | 56,396 | $15.3M | 2.78% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (131)
$48.7M · 156K shares
$47.1M · 94K shares
$40.0M · 53 shares
$37.4M · 17K shares
$34.4M · 60K shares
$30.0M · 35K shares
$20.6M · 43K shares
$19.7M · 86K shares
$18.4M · 80K shares
$15.3M · 56K shares
$13.4M · 160K shares
$10.9M · 813K shares
$9.7M · 32K shares
$9.1M · 80K shares
$9.1M · 28K shares
$8.4M · 158K shares
$8.2M · 26K shares
$7.1M · 19K shares
$7.0M · 61K shares
$6.5M · 166K shares
$6.0M · 69K shares
$6.0M · 60K shares
$5.8M · 11K shares
$5.8M · 13K shares
$5.8M · 13K shares
$5.6M · 79K shares
$5.1M · 125K shares
$4.9M · 24K shares
$4.7M · 21K shares
$4.1M · 41K shares
$3.9M · 12K shares
$3.4M · 12K shares
$3.3M · 5K shares
$2.9M · 66K shares
$2.8M · 70K shares
$2.8M · 9K shares
$2.5M · 23K shares
$2.5M · 2K shares
$2.4M · 12K shares
$2.3M · 17K shares
$2.3M · 23K shares
$2.2M · 16K shares
$2.1M · 4K shares
$2.0M · 3K shares
$1.8M · 7K shares
$1.8M · 23K shares
$1.8M · 4K shares
$1.6M · 18K shares
$1.6M · 10K shares
$1.4M · 36K shares
$1.4M · 3K shares
$1.4M · 13K shares
$1.4M · 21K shares
$1.3M · 2K shares
$1.3M · 3K shares
$1.2M · 10K shares
$1.2M · 3K shares
$1.2M · 23K shares
$1.2M · 2K shares
$1.1M · 4K shares
$1.1M · 4K shares
$1.1M · 16K shares
$1.0M · 5K shares
$1.0M · 11K shares
$994K · 29K shares
$918K · 6K shares
$915K · 20K shares
$912K · 10K shares
$903K · 10K shares
$887K · 5K shares
$860K · 7K shares
$812K · 28K shares
$795K · 4K shares
$780K · 560 shares
$775K · 1K shares
$728K · 20K shares
$723K · 2K shares
$715K · 16K shares
$697K · 11K shares
$692K · 3K shares
$670K · 7K shares
$669K · 12K shares
$648K · 9K shares
$631K · 8K shares
$627K · 951 shares
$625K · 2K shares
$616K · 10K shares
$611K · 4K shares
$575K · 4K shares
$566K · 4K shares
$551K · 7K shares
$550K · 10K shares
$540K · 3K shares
$529K · 3K shares
$474K · 3K shares
$454K · 5K shares
$420K · 12K shares
$403K · 2K shares
$400K · 639 shares
$399K · 6K shares
$392K · 2K shares
$382K · 7K shares
$377K · 4K shares
$370K · 1K shares
$354K · 7K shares
$348K · 1K shares
$339K · 5K shares
$307K · 8K shares
$306K · 1K shares
$297K · 4K shares
$293K · 2K shares
$286K · 2K shares
$270K · 3K shares
$265K · 3K shares
$259K · 2K shares
$255K · 5K shares
$254K · 10K shares
$246K · 2K shares
$241K · 600 shares
$234K · 966 shares
$231K · 585 shares
$228K · 1K shares
$225K · 2K shares
$219K · 1K shares
$217K · 353 shares
$210K · 3K shares
$208K · 2K shares
$202K · 2K shares
$200K · 1K shares
$57K · 11K shares
$13K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 53 | $160.6M | 29.1% |
| Unknown | 6 | $89.5M | 16.2% |
| Communication Services | 5 | $66.4M | 12.0% |
| Consumer Cyclical | 8 | $53.5M | 9.7% |
| Industrials | 18 | $45.1M | 8.2% |
| Consumer Defensive | 10 | $43.9M | 8.0% |
| Technology | 11 | $43.1M | 7.8% |
| Healthcare | 9 | $31.4M | 5.7% |
| Basic Materials | 4 | $9.6M | 1.7% |
| Energy | 5 | $7.0M | 1.3% |
| Real Estate | 2 | $1.6M | 0.3% |