Lincoln Capital LLC holds a focused book of 137 stocks worth $562.0M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-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.
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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.
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
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, no cost basis
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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 137 | $562.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 135 | $527.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 131 | $551.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 124 | $533.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 123 | $519.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 117 | $478.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 116 | $475.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 112 | $472.8M | 13F-HR |
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.