Lincoln Capital LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $501 Million distributed in 123 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 $46.6M, Berkshire Hathaway Inc with a value of $38.6M, Markel Corp with a value of $35.2M, Costco Wholesale Corp with a value of $35M, and Mastercard Inc with a value of $34.7M.
Examining the 13F form we can see an increase of $19.3M in the current position value, from $481M to 501M.
Below you can find more details about Lincoln Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$501 Million
Financial Services: $207 Million
Consumer Cyclical: $56.8 Million
Consumer Defensive: $53.4 Million
Industrials: $45.5 Million
Communication Services: $41.8 Million
Technology: $39.4 Million
Healthcare: $27.2 Million
ETFs: $19.8 Million
Other: $8.92 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
