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Latest Lincoln Capital LLC Stock Portfolio

Lincoln Capital LLC Performance:
2025 Q4: 2.72%YTD: 11.29%2024: 17.69%
Performance for 2025 Q4 is 2.72%, and YTD is 11.29%, and 2024 is 17.69%.

About Lincoln Capital LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Lincoln Capital LLC reported an equity portfolio of $551.8 Millions as of 31 Dec, 2025.

The top stock holdings of Lincoln Capital LLC are GOOG, , . The fund has invested 8.8% of it's portfolio in ALPHABET INC and 8.5% of portfolio in BERKSHIRE HATHAWAY INC DEL.

The fund managers got completely rid off UNILEVER PLC and SYSCO CORP (SYY) stocks. They significantly reduced their stock positions in SPDR GOLD TR (GLD), AMPHENOL CORP NEW (APH) and VANECK ETF TRUST (AFK). Lincoln Capital LLC opened new stock positions in CORNING INC (GLW), BUCKLE INC (BKE) and UNILEVER PLC. The fund showed a lot of confidence in some stocks as they added substantially to COPART INC (CPRT), BROOKFIELD CORP and TESLA INC (TSLA).

Lincoln Capital LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Lincoln Capital LLC made a return of 2.72% in the last quarter. In trailing 12 months, it's portfolio return was 11.29%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
corning inc912,375
buckle inc550,226
unilever plc339,884
truist finl corp255,695
nucor corp219,709
lauder estee cos inc208,658
northern tr corp200,572
united states antimony corp57,646
New stocks bought by Lincoln Capital LLC

Additions

Ticker% Inc.
copart inc102
brookfield corp49.77
tesla inc29.28
vanguard intl equity index f24.17
capital group gbl growth eqt23.97
fastenal co22.38
capital group core equity et21.81
capital group dividend growe20.14
Additions to existing portfolio by Lincoln Capital LLC

Reductions

Ticker% Reduced
spdr gold tr-43.48
amphenol corp new-25.66
vaneck etf trust-24.92
costar group inc-23.05
united parcel service inc-16.58
cisco sys inc-13.84
oracle corp-11.81
travelers companies inc-10.79
Lincoln Capital LLC reduced stake in above stock

Sold off

Ticker$ Sold
unilever plc-327,334
sysco corp-254,994
Lincoln Capital LLC got rid off the above stocks

Sector Distribution

Lincoln Capital LLC has about 23.9% of it's holdings in Financial Services sector.

Sector%
Financial Services23.9
Others22.6
Communication Services11.3
Consumer Cyclical9.7
Technology8.9
Consumer Defensive7.8
Industrials7
Healthcare5.7
Basic Materials1.4
Energy1.3

Market Cap. Distribution

Lincoln Capital LLC has about 74.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP38.1
LARGE-CAP36.3
UNALLOCATED22.6
MID-CAP2.8

Stocks belong to which Index?

About 67.5% of the stocks held by Lincoln Capital LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50067.5
Others31.4
Top 5 Winners (%)%
GOOG
alphabet inc
27.5 %
GOOG
alphabet inc
27.3 %
AMAT
applied matls inc
18.1 %
MAR
marriott intl inc new
15.9 %
WFC
wells fargo co new
15.3 %
Top 5 Winners ($)$
GOOG
alphabet inc
10.6 M
MKL
markel group inc
3.6 M
DHR
danaher corporation
1.2 M
HGTY
hagerty inc
1.2 M
MAR
marriott intl inc new
1.1 M
Top 5 Losers (%)%
ORCL
oracle corp
-30.0 %
brookfield corp
-29.3 %
CSGP
costar group inc
-18.3 %
FAST
fastenal co
-14.9 %
ETN
eaton corp plc
-14.7 %
Top 5 Losers ($)$
COST
costco whsl corp new
-1.8 M
MSFT
microsoft corp
-1.4 M
CARR
carrier global corporation
-1.1 M
CPRT
copart inc
-0.7 M
ROP
roper technologies inc
-0.7 M

Lincoln Capital LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lincoln Capital LLC

Lincoln Capital LLC has 131 stocks in it's portfolio. About 56.5% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Lincoln Capital LLC last quarter.

Last Reported on: 08 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions