Lincoln Capital LLC
CIK: 1633862SEC EDGAR →
Portfolio Value
$118.8B
Holdings
138
As of
Q3 2026
New Positions
5
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | HAGERTY INC | 1,350,809 | $18.2B | 15.33% |
| 2 | STARBUCKS CORP | 147,389 | $13.9B | 11.70% |
| 3 | CARRIER GLOBAL CORPORATION | 153,236 | $8.4B | 7.10% |
| 4 | LIBERTY MEDIA CORP DEL | 87,968 | $8.2B | 6.86% |
| 5 | COCA COLA CO | 74,109 | $6.4B | 5.38% |
| 6 | CHARLES SCHWAB CORP (THE) | 56,777 | $5.6B | 4.69% |
| 7 | COPART INC | 179,120 | $4.9B | 4.11% |
| 8 | UNITED PARCEL SVCS INC | 49,260 | $4.6B | 3.90% |
| 9 | OTIS WORLDWIDE CORP | 63,118 | $4.1B | 3.43% |
| 10 | CAPITAL GROUP GROWTH ETF | 78,569 | $3.7B | 3.14% |
Quarterly Changes
Top Buys
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 53 | $49.0B | 41.3% |
| Industrials | 17 | $28.3B | 23.9% |
| Consumer Cyclical | 10 | $14.7B | 12.4% |
| Communication Services | 5 | $8.2B | 6.9% |
| Consumer Defensive | 10 | $8.0B | 6.7% |
| Energy | 4 | $3.5B | 2.9% |
| Technology | 14 | $2.6B | 2.2% |
| Unknown | 9 | $1.8B | 1.5% |
| Basic Materials | 4 | $1.3B | 1.1% |
| Healthcare | 10 | $920.3M | 0.8% |
| Real Estate | 2 | $388.1M | 0.3% |