Lincoln Capital LLC holds a focused book of 137 stocks worth $562.0M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-day 13F lag). This quarter they opened Cap Group US Multi-Sect Bond and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 10% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
+4 sectors below the cut, 3% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Lincoln Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $713.4B |
| Morgan Stanley | 80 / 80 | $553.3B |
| JPMorgan Chase & Co | 80 / 80 | $503.5B |
| UBS AM, a distinct business unit of UBS Asset Management Ame | 80 / 80 | $204.9B |
| Royal Bank Of Canada | 80 / 80 | $168.2B |
| Wells Fargo & Company | 80 / 80 | $163.7B |
| UBS Group AG | 80 / 80 | $145.7B |
| Raymond James Financial Inc | 80 / 80 | $88.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Lincoln Capital LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $54.2M | 151.7K | 9.6% | ▼−1.6% Reduced · −3K sh | |
| 2 | Berkshire Hathaway Inc Del CL B NEW | $50.2M | 100.3K | 8.9% | ▼−1.6% Reduced · −2K sh | |
| 3 | Berkshire Hathaway Inc Del CL A | $41.2M | 55 | 7.3% | —Held | |
| 4 | Markel Group Inc COM | $34.9M | 17.9K | 6.2% | ▼−1.8% Reduced · −319 sh | |
| 5 | Costco Wholesale Corporation COM | $32.0M | 34.2K | 5.7% | ▼−1.0% Reduced · −334 sh | |
| 6 | Mastercard Incorporated CL A | $30.0M | 58.5K | 5.3% | ▼−2.0% Reduced · −1K sh | |
| 7 | Amazon Com Inc COM | $18.4M | 77.0K | 3.3% | ▼−2.4% Reduced · −2K sh | |
| 8 | Danaher Corp Del COM | $17.4M | 91.3K | 3.1% | ▲+7.7% Added · +7K sh | |
| 9 | Apple Inc COM | $16.3M | 56.3K | 2.9% | ▲+0.5% Added · +267 sh | |
| 10 | Starbucks Corp COM | $15.6M | 152.7K | 2.8% | ▼−2.3% Reduced · −4K sh | |
| 11 | Microsoft Corp COM | $15.5M | 41.6K | 2.8% | ▼−2.3% Reduced · −1K sh | |
| 12 | Hagerty Inc CL A COM | $11.6M | 973.7K | 2.1% | ▲+2.4% Added · +23K sh | |
| 13 | Carrier Global Corporation COM | $10.7M | 145.9K | 1.9% | ▼−2.0% Reduced · −3K sh | |
| 14 | Marriott Intl Inc New CL A | $9.5M | 25.7K | 1.7% | ▼−1.3% Reduced · −329 sh | |
| 15 | JPMorgan Chase & Co COM | $9.0M | 27.4K | 1.6% | ▼−2.6% Reduced · −722 sh | |
| 16 | Bank Of NY Mellon Corp COM | $8.7M | 60.0K | 1.5% | ▼~0% Reduced · −22 sh | |
| 17 | McDonalds Corp COM | $8.2M | 30.3K | 1.5% | ▼−4.3% Reduced · −1K sh | |
| 18 | Liberty Media Corp Del COM LBTY ONE S C | $8.0M | 84.6K | 1.4% | ▲+7.0% Added · +6K sh | |
| 19 | Disney Walt Co COM | $6.9M | 72.0K | 1.2% | ▼−5.5% Reduced · −4K sh | |
| 20 | Linde PLC SHS | $6.9M | 13.2K | 1.2% | ▼−0.4% Reduced · −59 sh | |
| 21 | Coca Cola Co COM | $6.2M | 76.0K | 1.1% | ▼−4.1% Reduced · −3K sh | |
| 22 | American Express Co COM | $6.1M | 18.0K | 1.1% | ▼−5.0% Reduced · −951 sh | |
| 23 | Johnson & Johnson COM | $5.7M | 22.4K | 1.0% | ▼−5.0% Reduced · −1K sh | |
| 24 | United Parcel Svcs Inc CL B | $5.4M | 49.8K | 1.0% | ▼−0.5% Reduced · −248 sh | |
| 25 | Schwab Charles Corp COM | $5.3M | 57.1K | 0.9% | ▼−1.8% Reduced · −1K sh | |
| 26 | Union Pac Corp COM | $5.2M | 19.1K | 0.9% | ▼−3.7% Reduced · −741 sh | |
| 27 | Moodys Corp COM | $4.9M | 10.9K | 0.9% | ▼−1.5% Reduced · −165 sh | |
| 28 | Otis Worldwide Corp COM | $4.7M | 65.3K | 0.8% | ▼−3.8% Reduced · −3K sh | |
| 29 | Alphabet Inc CAP STK CL C | $4.4M | 12.5K | 0.8% | —Held | |
| 30 | Copart Inc COM | $4.2M | 149.0K | 0.7% | ▼−0.1% Reduced · −79 sh | |
| 31 | Travelers Companies Inc COM | $3.7M | 11.2K | 0.7% | ▼−4.7% Reduced · −554 sh | |
| 32 | Ishares TR CORE S&P500 ETF | $3.6M | 4.8K | 0.6% | ▲+6.0% Added · +273 sh | |
| 33 | Capital Group Growth ETF SHS CREAT UNIT | $3.4M | 72.3K | 0.6% | ▲+11% Added · +7K sh | |
| 34 | Fastenal Co COM | $3.4M | 70.0K | 0.6% | —Held | |
| 35 | Applied Matls Inc COM | $3.2M | 4.5K | 0.6% | ▲+0.4% Added · +17 sh | |
| 36 | Occidental Pete Corp COM | $3.1M | 63.2K | 0.5% | ▼−0.3% Reduced · −215 sh | |
| 37 | Chubb Limited COM | $3.0M | 8.8K | 0.5% | —Held | |
| 38 | Deere & Co COM | $2.8M | 4.4K | 0.5% | ▼−0.7% Reduced · −33 sh | |
| 39 | Corning Inc COM | $2.7M | 10.4K | 0.5% | —Held | |
| 40 | Amphenol Corp CL A | $2.6M | 14.9K | 0.5% | ▼−13% Reduced · −2K sh | |
| 41 | Walmart Inc COM | $2.6M | 22.8K | 0.5% | ▲+0.3% Added · +74 sh | |
| 42 | Caterpillar Inc COM | $2.5M | 2.4K | 0.4% | —Held | |
| 43 | Pepsico Inc COM | $2.0M | 15.0K | 0.4% | ▼−3.3% Reduced · −513 sh | |
| 44 | Vanguard Index FDS GROWTH ETF | $2.0M | 22.7K | 0.3% | ▲+528% Added · +19K sh | |
| 45 | BlackRock Inc COM | $1.9M | 2.0K | 0.3% | ▼−12% Reduced · −286 sh | |
| 46 | Capital Group Core Equity Et SHS CREAT UNIT | $1.9M | 42.8K | 0.3% | ▲+22% Added · +8K sh | |
| 47 | Veralto Corp COM SHS | $1.9M | 21.4K | 0.3% | ▼−1.2% Reduced · −264 sh | |
| 48 | Ecolab Inc COM | $1.8M | 6.6K | 0.3% | ▼−0.3% Reduced · −18 sh | |
| 49 | Cincinnati Finl Corp COM | $1.8M | 9.8K | 0.3% | —Held | |
| 50 | Becton Dickinson & Co COM | $1.7M | 11.4K | 0.3% | ▼−3.9% Reduced · −464 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1633862/holdings"
Use Arkolith to show Lincoln Capital LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 7d | 137 | $562.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 31d | 135 | $527.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 8d | 131 | $551.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 36d | 124 | $533.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 11d | 123 | $519.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 117 | $478.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 16d | 116 | $475.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 32d | 112 | $472.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.