Institutional Manager · CIK 0001633862
Lincoln Capital LLC
LINCOLN, NE · File #028-16628
Latest AUM
$551.8M
Positions
131
Top-10 Concentration
62.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025131 pos · $551.8M
- 13F HOLDINGS REPORTQ/E Sep 2025124 pos · $533.8M
- 13F HOLDINGS REPORTQ/E Jun 2025123 pos · $519.7M
- 13F HOLDINGS REPORTQ/E Mar 2025117 pos · $478.9M
- 13F HOLDINGS REPORTQ/E Dec 2024116 pos · $475.7M
- 13F HOLDINGS REPORTQ/E Sep 2024112 pos · $472.8M
- 13F HOLDINGS REPORTQ/E Jun 2024109 pos · $448.1M
- 13F HOLDINGS REPORTQ/E Mar 2024111 pos · $449.4M
- 13F HOLDINGS REPORTQ/E Dec 2023105 pos · $381.0M
- 13F HOLDINGS REPORTQ/E Sep 2023105 pos · $388.5M
- 13F HOLDINGS REPORTQ/E Jun 2023103 pos · $363.6M
- 13F HOLDINGS REPORTQ/E Mar 2023101 pos · $347.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 155,635 | $48.7M | 9.69% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 93,751 | $47.1M | 9.38% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 53 | $40.0M | 7.96% |
| 4 | MARKEL GROUP INC | MKL | 17,402 | $37.4M | 7.44% |
| 5 | MASTERCARD INCORPORATED | MA | 60,242 | $34.4M | 6.84% |
| 6 | COSTCO WHSL CORP NEW | 22160K105 | 34,817 | $30.0M | 5.97% |
| 7 | MICROSOFT CORP | MSFT | 42,656 | $20.6M | 4.10% |
| 8 | DANAHER CORPORATION | 235851102 | 85,875 | $19.7M | 3.91% |
| 9 | AMAZON COM INC | AMZN | 79,792 | $18.4M | 3.66% |
| 10 | APPLE INC | AAPL | 56,396 | $15.3M | 3.05% |
| 11 | STARBUCKS CORP | SBUX | 159,686 | $13.4M | 2.68% |
| 12 | HAGERTY INC | HGTY | 812,858 | $10.9M | 2.17% |
| 13 | MCDONALDS CORP | MCD | 31,900 | $9.7M | 1.94% |
| 14 | DISNEY WALT CO | 254687106 | 80,165 | $9.1M | 1.81% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 28,301 | $9.1M | 1.81% |
| 16 | CARRIER GLOBAL CORPORATION | CARR | 158,481 | $8.4M | 1.67% |
| 17 | MARRIOTT INTL INC NEW | 571903202 | 26,301 | $8.2M | 1.62% |
| 18 | AMERICAN EXPRESS CO | AXP | 19,260 | $7.1M | 1.42% |
| 19 | BANK NEW YORK MELLON CORP | 064058100 | 60,646 | $7.0M | 1.40% |
| 20 | COPART INC | CPRT | 165,792 | $6.5M | 1.29% |