Lincoln Capital LLC
CIK: 1633862SEC EDGAR →
Portfolio Value
$98.6B
Holdings
137
As of
Q2 2026
New Positions
6
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | HAGERTY INC | 973,651 | $11.6B | 11.77% |
| 2 | CARRIER GLOBAL CORPORATION | 145,935 | $10.7B | 10.85% |
| 3 | LIBERTY MEDIA CORP DEL | 84,595 | $8.0B | 8.16% |
| 4 | DISNEY WALT CO | 71,998 | $6.9B | 7.03% |
| 5 | COCA COLA CO | 75,968 | $6.2B | 6.26% |
| 6 | SCHWAB CHARLES CORP | 57,109 | $5.3B | 5.34% |
| 7 | OTIS WORLDWIDE CORP | 65,323 | $4.7B | 4.74% |
| 8 | COPART INC | 148,987 | $4.2B | 4.26% |
| 9 | CAPITAL GROUP GROWTH ETF | 72,265 | $3.4B | 3.46% |
| 10 | FASTENAL CO | 69,988 | $3.4B | 3.41% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $40.3B | 40.9% |
| Industrials | 16 | $26.1B | 26.5% |
| Communication Services | 5 | $15.0B | 15.2% |
| Consumer Defensive | 10 | $7.8B | 7.9% |
| Energy | 7 | $3.5B | 3.5% |
| Unknown | 5 | $1.8B | 1.8% |
| Basic Materials | 4 | $1.7B | 1.7% |
| Consumer Cyclical | 10 | $929.5M | 0.9% |
| Healthcare | 10 | $875.5M | 0.9% |
| Real Estate | 2 | $404.4M | 0.4% |
| Technology | 14 | $148.1M | 0.2% |