Arkolith/Funds/Lincoln Capital Corp

Lincoln Capital Corp

CIK 872359
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Lincoln Capital Corp holds a diversified book of 99 stocks worth $307.8M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Abbvie Inc and trimmed Microsoft Corp. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 8% of the equity book.

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Use Arkolith to show LINCOLN CAPITAL CORP's latest
holdings, largest changes, and filing provenance.
Opened
51
new positions
Added to
46
existing
Trimmed
29
reduced
Sold out
9
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
45%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

38% mapped to company sectors

ETF / fund or unclassified
62%
Information Technology
20%
Financials
5%
Consumer Discretionary
4%
Industrials
4%
Utilities
2%
Health Care
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

99 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500ETF
$23.2M263.6K
7.5%
+21%
Added · +46K sh
2Ishares TR
CORE MSCI EAFE
$21.0M217.4K
6.8%
+1.4%
Added · +3K sh
3Microsoft Corp
COM
$15.6M41.8K
5.1%
−2.1%
Reduced · −880 sh
4Apple Inc
COM
$14.7M50.7K
4.8%
−6.7%
Reduced · −4K sh
5Schwab Strategic TR
US MID-CAP ETF
$12.9M349.3K
4.2%
+2.1%
Added · +7K sh
6Ishares TR
7-10 YR TRSY BD
$12.0M126.4K
3.9%
+2.5%
Added · +3K sh
7Goldman Sachs ETF TR
ACTIVEBETA US LG
$11.4M80.6K
3.7%
−24%
Reduced · −26K sh
8Alphabet Inc
CAP STK CL A
$9.8M27.4K
3.2%
−0.7%
Reduced · −185 sh
9Capital Group New Geography
SHS
$9.1M242.5K
3.0%
+2.9%
Added · +7K sh
10Amazon Com Inc
COM
$8.6M36.1K
2.8%
−2.5%
Reduced · −931 sh
11Vanguard Charlotte FDS
TOTAL INT BD ETF
$8.3M171.3K
2.7%
−0.1%
Reduced · −244 sh
12BlackRock ETF Trust
ISHA I IN TE ETF
$7.7M146.7K
2.5%
−0.1%
Reduced · −123 sh
13Vanguard Wellington FD
US MOMENTUM
$6.6M26.6K
2.2%
+3.3%
Added · +860 sh
14Fidelity Covington Trust
ENHANCED LARGE
$6.5M154.0K
2.1%
+3.8%
Added · +6K sh
15Fidelity Merrimack STR TR
TOTAL BD ETF
$6.3M139.5K
2.1%
+11%
Added · +14K sh
16Janus Detroit STR TR
HENDRSON AAA CL
$6.1M120.8K
2.0%
+3.1%
Added · +4K sh
17Broadcom Inc
COM
$5.5M14.7K
1.8%
−0.8%
Reduced · −125 sh
18Schwab Charles Corp
COM
$5.5M59.9K
1.8%
−0.2%
Reduced · −127 sh
19Cencora Inc
COM
$5.5M19.3K
1.8%
+0.4%
Added · +80 sh
20Ishares TR
MSCI USA QLT FCT
$5.3M24.1K
1.7%
+0.6%
Added · +138 sh
21Ge Aerospace
COM NEW
$5.3M14.2K
1.7%
+1.1%
Added · +149 sh
22Fidelity Covington Trust
ENHANCED SML CAP
$5.3M109.4K
1.7%
+5.6%
Added · +6K sh
23BlackRock ETF Trust II
ISHA FLEX IN ETF
$4.7M90.5K
1.5%
+2.2%
Added · +2K sh
24Rocket Cos Inc
COM CL A
$4.4M282.4K
1.4%
+0.5%
Added · +1K sh
25Ishares TR
CORE S&P500 ETF
$4.2M5.6K
1.4%
−0.2%
Reduced · −10 sh
26First TR Exchange-Traded FD
WCM INTL EQUITY
$4.1M207.3K
1.3%
+3.5%
Added · +7K sh
27Dimensional ETF Trust
EMGR CRE EQT MNG
$3.8M94.2K
1.2%
+3.5%
Added · +3K sh
28Saia Inc
COM
$3.6M8.6K
1.2%
~0%
Added · +4 sh
29Centerpoint Energy Inc
COM
$3.4M78.3K
1.1%
−0.3%
Reduced · −273 sh
30T Rowe Price Exchange-Traded
US EQUI RESH ETF
$3.4M71.0K
1.1%
+1.1%
Added · +764 sh
31Schwab Strategic TR
US BRD MKT ETF
$3.2M111.3K
1.0%
−2.4%
Reduced · −3K sh
32Walmart Inc
COM
$3.1M27.8K
1.0%
+1.2%
Added · +338 sh
33T Rowe Price Exchange-Traded
CAP APPRECIATION
$3.1M76.3K
1.0%
+2.1%
Added · +2K sh
34Nisource Inc
COM
$3.1M65.0K
1.0%
−0.5%
Reduced · −331 sh
35Nvidia Corporation
COM
$3.0M15.1K
1.0%
+0.1%
Added · +21 sh
36Ishares TR
0-3 MTH TREASURY
$2.4M24.1K
0.8%
+681%
Added · +21K sh
37Applied Matls Inc
COM
$2.3M3.1K
0.7%
+8.1%
Added · +237 sh
38Vanguard Index FDS
MID CAP ETF
$2.1M26.0K
0.7%
+300%
Added · +19K sh
39Unitedhealth Group Inc
COM
$1.8M4.4K
0.6%
−5.3%
Reduced · −247 sh
40Sprott Asset Management LP
PHYSICAL SILVER
$1.8M97.8K
0.6%
Held
41Fidelity Covington Trust
ENHANCED INTL
$1.6M40.4K
0.5%
+7.1%
Added · +3K sh
42Ishares TR
INTL EQTY FACTOR
$1.6M39.3K
0.5%
~0%
Added · +7 sh
43Kla Corp
COM NEW
$1.6M5.3K
0.5%
+845%
Added · +5K sh
44Vanguard Mun BD FDS
TAX EXEMPT BD
$1.6M31.6K
0.5%
+2.0%
Added · +621 sh
45Corning Inc
COM
$1.5M5.9K
0.5%
+0.9%
Added · +52 sh
46State STR SPDR S&P 500 ETF T
TR UNIT
$1.5M2.0K
0.5%
−0.3%
Reduced · −6 sh
47Schwab Strategic TR
US LRG CAP ETF
$1.4M48.5K
0.5%
Held
48Vanguard Specialized Funds
DIV APP ETF
$1.3M5.5K
0.4%
Held
49Texas Ventures Acquisition I
USD CL A ORD SHS
$1.3M121.5K
0.4%
+143%
Added · +72K sh
50Hycroft Mining Holding Corp
CL A NEW
$1.3M53.9K
0.4%
Held
Showing 50 of 99 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 202699$307.8M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202699$271.7M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202692$281.5M13F-HR
Q3 2025Sep 30, 2025Oct 16, 202590$278.1M13F-HR
Q2 2025Jun 30, 2025Jul 9, 202589$260.4M13F-HR
Q1 2025Mar 31, 2025Apr 28, 202591$240.2M13F-HR
Q4 2024Dec 31, 2024Jan 21, 202586$243.5M13F-HR
Q3 2024Sep 30, 2024Oct 23, 202483$244.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.