Lincoln Capital LLC

Est. AUM

$562.0M

13F long equity, this entity only

Positions

137

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC	CAP STK CL A	$54.2M	151685	9.65%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$50.2M	100250	8.93%	SOLE
3	BERKSHIRE HATHAWAY INC DEL	CL A	$41.2M	55	7.33%	SOLE
4	MARKEL GROUP INC	COM	$34.9M	17862	6.21%	SOLE
5	COSTCO WHOLESALE CORPORATION	COM	$32.0M	34211	5.69%	SOLE
6	MASTERCARD INCORPORATED	CL A	$30.0M	58458	5.34%	SOLE
7	AMAZON COM INC	COM	$18.4M	77042	3.27%	SOLE
8	DANAHER CORP DEL	COM	$17.4M	91284	3.09%	SOLE
9	APPLE INC	COM	$16.3M	56302	2.90%	SOLE
10	STARBUCKS CORP	COM	$15.6M	152717	2.78%	SOLE
11	MICROSOFT CORP	COM	$15.5M	41643	2.76%	SOLE
12	HAGERTY INC	CL A COM	$11.6M	973651	2.07%	SOLE
13	CARRIER GLOBAL CORPORATION	COM	$10.7M	145935	1.90%	SOLE
14	MARRIOTT INTL INC NEW	CL A	$9.5M	25661	1.69%	SOLE
15	JPMORGAN CHASE & CO	COM	$9.0M	27365	1.59%	SOLE
16	BANK OF NY MELLON CORP	COM	$8.7M	60002	1.54%	SOLE
17	MCDONALDS CORP	COM	$8.2M	30324	1.46%	SOLE
18	LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	$8.0M	84595	1.43%	SOLE
19	DISNEY WALT CO	COM	$6.9M	71998	1.23%	SOLE
20	LINDE PLC	SHS	$6.9M	13208	1.22%	SOLE
21	COCA COLA CO	COM	$6.2M	75968	1.10%	SOLE
22	AMERICAN EXPRESS CO	COM	$6.1M	18043	1.09%	SOLE
23	JOHNSON & JOHNSON	COM	$5.7M	22417	1.01%	SOLE
24	UNITED PARCEL SVCS INC	CL B	$5.4M	49785	0.95%	SOLE
25	SCHWAB CHARLES CORP	COM	$5.3M	57109	0.94%	SOLE
26	UNION PAC CORP	COM	$5.2M	19130	0.93%	SOLE
27	MOODYS CORP	COM	$4.9M	10861	0.88%	SOLE
28	OTIS WORLDWIDE CORP	COM	$4.7M	65323	0.83%	SOLE
29	ALPHABET INC	CAP STK CL C	$4.4M	12497	0.79%	SOLE
30	COPART INC	COM	$4.2M	148987	0.75%	SOLE
31	TRAVELERS COMPANIES INC	COM	$3.7M	11218	0.66%	SOLE
32	ISHARES TR	CORE S&P500 ETF	$3.6M	4821	0.64%	SOLE
33	CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$3.4M	72265	0.61%	SOLE
34	FASTENAL CO	COM	$3.4M	69988	0.60%	SOLE
35	APPLIED MATLS INC	COM	$3.2M	4456	0.57%	SOLE
36	OCCIDENTAL PETE CORP	COM	$3.1M	63208	0.55%	SOLE
37	CHUBB LIMITED	COM	$3.0M	8763	0.53%	SOLE
38	DEERE & CO	COM	$2.8M	4439	0.50%	SOLE
39	CORNING INC	COM	$2.7M	10420	0.47%	SOLE
40	AMPHENOL CORP	CL A	$2.6M	14884	0.47%	SOLE
41	WALMART INC	COM	$2.6M	22815	0.46%	SOLE
42	CATERPILLAR INC	COM	$2.5M	2355	0.45%	SOLE
43	PEPSICO INC	COM	$2.0M	14988	0.36%	SOLE
44	VANGUARD INDEX FDS	GROWTH ETF	$2.0M	22709	0.35%	SOLE
45	BLACKROCK INC	COM	$1.9M	2023	0.35%	SOLE
46	CAPITAL GROUP CORE EQUITY ET	SHS CREAT UNIT	$1.9M	42760	0.34%	SOLE
47	VERALTO CORP	COM SHS	$1.9M	21446	0.34%	SOLE
48	ECOLAB INC	COM	$1.8M	6554	0.32%	SOLE
49	CINCINNATI FINL CORP	COM	$1.8M	9813	0.32%	SOLE
50	BECTON DICKINSON & CO	COM	$1.7M	11371	0.31%	SOLE

1–50 of 137

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.