Lincoln Capital LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
LC
Lincoln Capital LLC
Institutional Filer 4.36%$527.8M135

Current Portfolio Holdings

Showing all 135 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1BRKBBERKSHIRE HATHAWAY INC DEL102K$48.8M9.25%
2GOOGLAlphabet Inc.Technology154K$44.3M8.40%
3BRKABERKSHIRE HATHAWAY INC DEL55$39.5M7.48%
4MKLMarkel CorporationFinancial Services18K$34.8M6.59%
5COSTCostco Wholesale CorporationConsumer Defensive35K$34.4M6.52%
6MAMastercard IncorporatedFinancial Services60K$29.8M5.65%
7AMZNAmazon.com, Inc.Consumer Cyclical79K$16.4M3.11%
8DHRDanaher CorporationHealthcare85K$16.1M3.04%
9MSFTMicrosoft CorporationTechnology43K$15.8M2.99%
10AAPLApple Inc.Technology56K$14.2M2.69%
11SBUXStarbucks CorporationConsumer Cyclical156K$14.0M2.65%
12HGTYHagerty, Inc.Financial Services951K$10.0M1.90%
13MCDMcDonald's CorporationConsumer Cyclical32K$9.9M1.87%
14MARMarriott International, Inc.Consumer Cyclical26K$8.5M1.61%
15CARRCarrier Global CorporationIndustrials149K$8.4M1.59%
Showing 1 to 15 of 135 holdings