Lincoln Capital LLC 13F Holdings

CIK 0001633862 · LINCOLN, NE

As of Sep 30, 2025, Lincoln Capital LLC reported 124 positions worth $533.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services94,151$47.0M8.80%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services53$39.8M7.45%
ALPHABET INCGOOGLEquity156,456$38.4M7.19%
MASTERCARD INCMAFinancial Services60,963$35.4M6.63%
MARKEL GROUP INCMKLFinancial Services17,549$34.1M6.38%
COSTCO WHOLESALE CORPCOSTConsumer Defensive34,863$31.9M5.98%
MICROSOFT CORPMSFTTechnology42,909$22.2M4.16%
DANAHER CORPDHRHealthcare86,419 8.6M3.48%
AMAZON.COM INCAMZNEquity80,154 7.6M3.30%
APPLE INCAAPLTechnology56,520 4.6M2.73%
STARBUCKS CORPSBUXConsumer Cyclical161,969 4.0M2.62%
MCDONALDS CORPMCDConsumer Cyclical32,027$9.6M1.81%
CARRIER GLOBAL CORPCARRBasic Materials160,714$9.6M1.80%
HAGERTY INCHGTYFinancial Services787,387$9.4M1.77%
WALT DISNEY CODISCommunication Services81,683$9.2M1.72%
JPMORGAN CHASE & COJPMFinancial Services28,383$8.8M1.65%
MARRIOTT INTERNATIONAL INCMARConsumer Cyclical26,393$7.1M1.32%
ROPER TECHNOLOGIES INCROPTechnology13,109$6.6M1.23%
BANK OF NEW YORK MELLON CORPBKFinancial Services60,815$6.5M1.21%
OTIS WORLDWIDE CORPOTISIndustrials69,939$6.4M1.20%
LINDE PLCLINBasic Materials13,707$6.4M1.20%
AMERICAN EXPRESS COAXPFinancial Services19,127$6.3M1.18%
SCHWAB CHARLES CORPSCHWEquity61,205$5.8M1.08%
OCCIDENTAL PETROLEUM CORPOXYEnergy124,642$5.6M1.05%
MOODYS CORPMCOFinancial Services11,507$5.6M1.05%