Lincoln Capital LLC
CIK: 1633862SEC EDGAR →
Portfolio Value
$109.3B
Holdings
135
As of
Q1 2026
New Positions
134
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | STARBUCKS CORP | 156,316 | $14.0B | 12.81% |
| 2 | HAGERTY INC | 950,652 | $10.0B | 9.16% |
| 3 | CARRIER GLOBAL CORPORATION | 148,986 | $8.4B | 7.67% |
| 4 | DISNEY WALT CO | 76,212 | $7.3B | 6.72% |
| 5 | LIBERTY MEDIA CORP DEL | 79,095 | $6.7B | 6.15% |
| 6 | COCA COLA CO | 79,227 | $6.0B | 5.51% |
| 7 | SCHWAB CHARLES CORP | 58,158 | $5.5B | 5.00% |
| 8 | OTIS WORLDWIDE CORP | 67,875 | $5.2B | 4.79% |
| 9 | COPART INC | 149,066 | $4.9B | 4.52% |
| 10 | UNITED PARCEL SVCS INC | 50,033 | $4.9B | 4.50% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $32.5B | 29.7% |
| Industrials | 18 | $29.9B | 27.3% |
| Consumer Cyclical | 10 | $15.1B | 13.8% |
| Communication Services | 5 | $14.1B | 12.9% |
| Consumer Defensive | 9 | $7.7B | 7.1% |
| Energy | 8 | $4.6B | 4.2% |
| Unknown | 6 | $1.7B | 1.5% |
| Basic Materials | 4 | $1.6B | 1.5% |
| Healthcare | 10 | $842.0M | 0.8% |
| Technology | 12 | $676.8M | 0.6% |
| Real Estate | 2 | $633.5M | 0.6% |