§ 13F · FUND PROFILE
Lincoln Capital LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $534M (13F)Positions · 124Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 102K | $49M | 9.2% | +9% |
| 2 | GOOGL | ALPHABET INC | 154K | $44M | 8.4% | −1% |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 55 | $39M | 7.5% | +4% |
| 4 | MKL | MARKEL GROUP INC | 18K | $35M | 6.6% | +4% |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 35K | $34M | 6.5% | −1% |
| 6 | MA | MASTERCARD INCORPORATED | 60K | $30M | 5.6% | −1% |
| 7 | AMZN | AMAZON COM INC | 79K | $16M | 3.1% | −1% |
| 8 | DHR | DANAHER CORP DEL | 85K | $16M | 3.0% | −1% |
| 9 | MSFT | MICROSOFT CORP | 43K | $16M | 3.0% | ±0% |
| 10 | AAPL | APPLE INC | 56K | $14M | 2.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LINCOLN SIGNAL
AC read
Lincoln Capital LLC is a Other fund managing $534 million in assets. The fund runs a portfolio of 124 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed