Lincoln Capital Corp has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $240 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $22M, Goldman Sachs ETF Tr Activebet with a value of $18.9M, Ishares Tr with a value of $16M, Apple Inc. with a value of $14.1M, and Schwab Strategic U.S. Mid Cap with a value of $9.51M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $229M to 240M.

Below you can find more details about Lincoln Capital Corp portfolio as well as his latest detailed transactions.

Portfolio value $240 Million
ETFs: $130 Million
Technology: $45.6 Million
Healthcare: $13.6 Million
Communication Services: $13.5 Million
Financial Services: $9.06 Million
Consumer Cyclical: $9.01 Million
Industrials: $7.62 Million
Consumer Defensive: $5.29 Million
Other: $6.53 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $240 Million
  • Prior Value $229 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Lincoln Capital Corp Portfolio

Follow Lincoln Capital Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lincoln Capital Corp, based on Form 13F filings with the SEC.

News

Stay updated on Lincoln Capital Corp with notifications on news.