Lincoln Capital LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $438 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $40.8M, Berkshire Hathaway Inc with a value of $34.9M, Mastercard Inc with a value of $31.2M, Markel Corp with a value of $27.7M, and Costco Wholesale Corp with a value of $27.3M.
Examining the 13F form we can see an increase of $38M in the current position value, from $401M to 438M.
Below you can find more details about Lincoln Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$438 Million
Financial Services: $174 Million
Consumer Cyclical: $54.4 Million
Consumer Defensive: $49.9 Million
Communication Services: $40.3 Million
Industrials: $37.4 Million
Technology: $32.4 Million
Healthcare: $30 Million
ETFs: $15.4 Million
Other: $4.77 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions