Lincoln Capital LLC
CIK 1633862 · Holdings on Jun 30, 2026 · First reported Jul 7, 2026
Top ten holdings
Q2 2026- GOOGL9.65%
- BRK.B8.93%
- BRK.A7.33%
- MKL6.21%
- COST5.69%
- MA5.34%
- AMZN3.27%
- DHR3.09%
- AAPL2.90%
- SBUX2.78%
Share classes counted separately55.19%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOOGLWeight increased · +1.25 pp8.40% → 9.65%Shares -2.55K (-1.65%)
- COSTWeight decreased · -0.83 pp6.52% → 5.69%Shares -334 (-0.97%)
- MCDWeight decreased · -0.41 pp1.87% → 1.46%Shares -1.38K (-4.35%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $54.21M | 9.65% | 151.69K shares | 8.40% → 9.65%+1.25 pp -2.55K (-1.65%) | Reduced | ▾ |
| 02 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $50.16M | 8.93% | 100.25K shares | 9.25% → 8.93%-0.32 pp -1.60K (-1.58%) | Reduced | ▾ |
| 03 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $41.19M | 7.33% | 55 shares | 7.48% → 7.33%-0.15 pp 0 (0.00%) | Unchanged | ▾ |
| 04 | MKLMARKEL GROUP INC View history and evidence | $34.88M | 6.21% | 17.86K shares | 6.59% → 6.21%-0.38 pp -319 (-1.75%) | Reduced | ▾ |
| 05 | COSTCOSTCO WHOLESALE CORP View history and evidence | $32.00M | 5.69% | 34.21K shares | 6.52% → 5.69%-0.83 pp -334 (-0.97%) | Reduced | ▾ |
| 06 | MAMASTERCARD INC - ACL A View history and evidence | $30.02M | 5.34% | 58.46K shares | 5.65% → 5.34%-0.31 pp -1.22K (-2.05%) | Reduced | ▾ |
| 07 | AMZNAMAZON.COM INC View history and evidence | $18.36M | 3.27% | 77.04K shares | 3.11% → 3.27%+0.16 pp -1.90K (-2.40%) | Reduced | ▾ |
| 08 | DHRDANAHER CORP View history and evidence | $17.39M | 3.09% | 91.28K shares | 3.04% → 3.09%+0.05 pp +6.56K (+7.74%) | Added | ▾ |
| 09 | AAPLAPPLE INC View history and evidence | $16.29M | 2.90% | 56.30K shares | 2.69% → 2.90%+0.21 pp +267 (+0.48%) | Added | ▾ |
| 10 | SBUXSTARBUCKS CORP View history and evidence | $15.61M | 2.78% | 152.72K shares | 2.65% → 2.78%+0.13 pp -3.60K (-2.30%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ADP AUTOMATIC DATA PROCESSING | Non-derivative | -1,567 | -$318.42K | SEC filing ↗ | SEC filing ↗ |
| DFAC DIMENSIONAL US CORE EQUITY 2 | Non-derivative | -7,766 | -$301.79K | SEC filing ↗ | SEC filing ↗ |
| GLD SPDR GOLD SHARES | Non-derivative | -585 | -$251.57K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1633862 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 561998145
}Research all 137 reported holdings.
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