Lincoln Capital LLC
CIK 1633862
13F filing for Q2 2026・No. 3,628
- Holdings
- US$562M
- Quarter change
- +US$34.22M
- Entries
- 137
- Net bought (estimate)
- −US$4.61M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 4
- Cut 64
- Added 35
- Corporate actions 0
- Unchanged 32
Largest holdings
137 stocks worth US$562M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCAP STK CL A | Cut | 151,685 | US$54.21M | 9.65% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 100,250 | US$50.16M | 8.93% |
| BERKSHIRE HATHAWAY INC DELCL A | Unchanged | 55 | US$41.19M | 7.33% |
| MKLMARKEL GROUP INCCOM | Cut | 17,862 | US$34.88M | 6.21% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Cut | 34,211 | US$32M | 5.69% |
| MAMASTERCARD INCORPORATEDCL A | Cut | 58,458 | US$30.02M | 5.34% |
| AMZNAmazonCOM | Cut | 77,042 | US$18.36M | 3.27% |
| DHRDANAHER CORP DELCOM | Added | 91,284 | US$17.39M | 3.09% |
| AAPLAppleCOM | Added | 56,302 | US$16.29M | 2.90% |
| SBUXSTARBUCKS CORPCOM | Cut | 152,717 | US$15.61M | 2.78% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.