Lincoln Capital LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, Lincoln Capital LLC held in its portfolio 131 assets valued at $551,842,886 (i.e. $551.84M).
The most valuable assets in the portfolio included: ALPHABET INC ($48.71M), BERKSHIRE HATHAWAY INC DEL ($47.12M), and BERKSHIRE HATHAWAY INC DEL ($40.00M).
The chart below shows the top 10 valuable assets, and the table below shows the top 131 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lincoln Capital LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 155635 | 48713803 | CAP STK CL A |
| BERKSHIRE HATHAWAY INC DEL | 93751 | 47124018 | CL B NEW |
| BERKSHIRE HATHAWAY INC DEL | 53 | 40004400 | CL A |
| MARKEL GROUP INC | 17402 | 37407543 | COM |
| MASTERCARD INCORPORATED | 60242 | 34390708 | CL A |
| COSTCO WHSL CORP NEW | 34817 | 30023812 | COM |
| MICROSOFT CORP | 42656 | 20629442 | COM |
| DANAHER CORPORATION | 85875 | 19658502 | COM |
| AMAZON COM INC | 79792 | 18417631 | COM |
| APPLE INC | 56396 | 15331719 | COM |
| STARBUCKS CORP | 159686 | 13447116 | COM |
| HAGERTY INC | 812858 | 10924811 | CL A COM |
| MCDONALDS CORP | 31900 | 9749515 | COM |
| DISNEY WALT CO | 80165 | 9120428 | COM |
| JPMORGAN CHASE & CO. | 28301 | 9119227 | COM |
| CARRIER GLOBAL CORPORATION | 158481 | 8374143 | COM |
| MARRIOTT INTL INC NEW | 26301 | 8159773 | CL A |
| AMERICAN EXPRESS CO | 19260 | 7125068 | COM |
| BANK NEW YORK MELLON CORP | 60646 | 7040384 | COM |
| COPART INC | 165792 | 6490757 | COM |
| OTIS WORLDWIDE CORP | 68863 | 6015165 | COM |
| SCHWAB CHARLES CORP | 60073 | 6001850 | COM |
| MOODYS CORP | 11288 | 5766693 | COM |
| ROPER TECHNOLOGIES INC | 12927 | 5754129 | COM |
| LINDE PLC | 13493 | 5753271 | SHS |
| COCA COLA CO | 79487 | 5556915 | COM |
| OCCIDENTAL PETE CORP | 124820 | 5132581 | COM |
| JOHNSON & JOHNSON | 23663 | 4897127 | COM |
| UNION PAC CORP | 20522 | 4747094 | COM |
| LIBERTY MEDIA CORP DEL | 41351 | 4073487 | COM LBTY ONE S C |
| ALPHABET INC | 12452 | 3907353 | CAP STK CL C |
| TRAVELERS COMPANIES INC | 11771 | 3414344 | COM |
| ISHARES TR | 4761 | 3261023 | CORE S&P500 ETF |
| CAPITAL GROUP GROWTH ETF | 66331 | 2949760 | SHS CREATION UNI |
| FASTENAL CO | 69988 | 2808618 | COM |
| CHUBB LIMITED | 8851 | 2762574 | COM |
| WALMART INC | 22739 | 2533352 | COM |
| BLACKROCK INC | 2357 | 2523191 | COM |
| BECTON DICKINSON & CO | 12156 | 2359212 | COM |
| AMPHENOL CORP NEW | 17195 | 2323759 | CL A |
| VERALTO CORP | 23115 | 2306446 | COM SHS |
| PEPSICO INC | 15500 | 2224599 | COM |
| DEERE & CO | 4477 | 2084222 | COM |
| IDEXX LABS INC | 3027 | 2047856 | COM |
| ECOLAB INC | 6972 | 1830289 | COM |
| LOUISIANA PAC CORP | 22589 | 1824299 | COM |
| VANGUARD INDEX FDS | 3669 | 1790127 | GROWTH ETF |
| ISHARES TR | 18237 | 1631486 | CORE MSCI EAFE |
| CINCINNATI FINL CORP | 9813 | 1602659 | COM |
| CAPITAL GROUP CORE EQUITY ET | 36065 | 1450913 | SHS CREATION UNI |
| MSCI INC | 2502 | 1435472 | COM |
| ESAB CORPORATION | 12676 | 1416135 | COM |
| ISHARES TR | 20979 | 1384587 | CORE S&P MCP ETF |
| CATERPILLAR INC | 2355 | 1349109 | COM |
| TESLA INC | 2852 | 1282780 | COM |
| ISHARES TR | 10308 | 1238783 | CORE S&P SCP ETF |
| HOME DEPOT INC | 3495 | 1202497 | COM |
| BROOKFIELD ASSET MANAGMT LTD | 22807 | 1194879 | CL A LMT VTG SHS |
| S&P GLOBAL INC | 2267 | 1184712 | COM |
| APPLIED MATLS INC | 4439 | 1140866 | COM |
| VANGUARD INDEX FDS | 4369 | 1127094 | SMALL CP ETF |
| COSTAR GROUP INC | 16347 | 1099172 | COM |
| NVIDIA CORPORATION | 5455 | 1017358 | COM |
| ISHARES TR | 10650 | 1002841 | MSCI USA MIN VOL |
| CAPITAL GROUP GBL GROWTH EQT | 28697 | 994352 | SHS CREATION UNI |
| PROCTER AND GAMBLE CO | 6410 | 918617 | COM |
| BROOKFIELD CORP | 19945 | 915298 | CL A LTD VT SH |
| CORNING INC | 10420 | 912375 | COM |
| DIAGEO PLC | 10468 | 903068 | SPON ADR NEW |
| WASTE CONNECTIONS INC | 5062 | 887672 | COM |
| EXXON MOBIL CORP | 7153 | 860768 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 27500 | 812616 | SHS CREATION UNI |
| VANGUARD INDEX FDS | 4163 | 795046 | VALUE ETF |
| METTLER TOLEDO INTERNATIONAL | 560 | 780746 | COM |
| SPDR S&P 500 ETF TR | 1138 | 775940 | TR UNIT |
| CAPITAL GROUP DIVIDEND GROWE | 20441 | 728524 | SHS ETF |
| VISA INC | 2062 | 723164 | COM CL A |
| CAPITAL GROUP DIVIDEND VALUE | 16385 | 715060 | SHS CREATION UNI |
| NIKE INC | 10953 | 697845 | CL B |
| ACCENTURE PLC IRELAND | 2580 | 692147 | SHS CLASS A |
| WELLS FARGO CO NEW | 7199 | 670945 | COM |
| VANGUARD INTL EQUITY INDEX F | 12456 | 669635 | FTSE EMR MKT ETF |
| ISHARES TR | 9340 | 648362 | CORE DIV GRWTH |
| COLGATE PALMOLIVE CO | 7986 | 631054 | COM |
| META PLATFORMS INC | 951 | 627746 | CL A |
| STRYKER CORPORATION | 1780 | 625617 | COM |
| VANGUARD TAX-MANAGED FDS | 9863 | 616160 | VAN FTSE DEV MKT |
| XYLEM INC | 4488 | 611176 | COM |
| PHILLIPS 66 | 4460 | 575558 | COM |
| VANGUARD INTL EQUITY INDEX F | 4017 | 566640 | TT WRLD ST ETF |
| HENRY SCHEIN INC | 7300 | 551734 | COM |
| BUCKLE INC | 10300 | 550226 | COM |
| HERSHEY CO | 2969 | 540244 | COM |
| RTX CORPORATION | 2888 | 529611 | COM |
| AMERICAN TOWER CORP NEW | 2700 | 474039 | COM |
| UNITED PARCEL SERVICE INC | 4578 | 454102 | CL B |
| CAPITAL GROUP INTERNATIONAL | 12067 | 420177 | SHS |
| AUTOMATIC DATA PROCESSING IN | 1567 | 403079 | COM |
| VANGUARD INDEX FDS | 639 | 400833 | S&P 500 ETF SHS |
| BERKLEY W R CORP | 5692 | 399123 | COM |
| ORACLE CORP | 2016 | 392841 | COM |
| BANK AMERICA CORP | 6961 | 382855 | COM |
| VANECK ETF TRUST | 4398 | 377217 | GOLD MINERS ETF |
| EATON CORP PLC | 1162 | 370109 | SHS |
| US BANCORP DEL | 6641 | 354364 | COM NEW |
| INTERNATIONAL BUSINESS MACHS | 1177 | 348730 | COM |
| UNILEVER PLC | 5197 | 339884 | SPON ADR NEW |
| DIMENSIONAL ETF TRUST | 7766 | 307456 | US CORE EQUITY 2 |
| ISHARES TR | 1246 | 306715 | RUSSELL 2000 ETF |
| CISCO SYS INC | 3860 | 297336 | COM |
| PHILIP MORRIS INTL INC | 1830 | 293532 | COM |
| BWX TECHNOLOGIES INC | 1656 | 286237 | COM |
| FIRST TR EXCHANGE TRADED FD | 2747 | 270108 | RBA INDL ETF |
| VANGUARD INDEX FDS | 3000 | 265470 | REAL ESTATE ETF |
| CHEVRON CORP NEW | 1701 | 259245 | COM |
| TRUIST FINL CORP | 5196 | 255695 | COM |
| PFIZER INC | 10224 | 254590 | COM |
| PRICE T ROWE GROUP INC | 2406 | 246326 | COM |
| VALMONT INDS INC | 600 | 241392 | COM |
| CAPITAL ONE FINL CORP | 966 | 234120 | COM |
| SPDR GOLD TR | 585 | 231707 | GOLD SHS |
| ABBVIE INC | 1001 | 228718 | COM |
| ISHARES TR | 1514 | 225147 | CORE S&P TTL STK |
| NUCOR CORP | 1347 | 219709 | COM |
| INVESCO QQQ TR | 353 | 217060 | UNIT SER 1 |
| MCCORMICK & CO INC | 3087 | 210272 | COM NON VTG |
| LAUDER ESTEE COS INC | 1993 | 208658 | CL A |
| CONOCOPHILLIPS | 2168 | 202957 | COM |
| NORTHERN TR CORP | 1468 | 200572 | COM |
| UNITED STATES ANTIMONY CORP | 11483 | 57646 | COM |
| GOLDMINING INC | 10752 | 13440 | COM |
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