Lincoln Capital LLC Portfolio Holdings

Lincoln Capital LLC

  • $501 Million
  • Q2 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.69B
$2.16 Million 0.43% of portfolio
25,099
Q2 2025 Reduced 0.7%
$7.53B
$1.53 Million 0.3% of portfolio
12,666
Q1 2025 Added 0.13%
$4.01B
$710,000 0.14% of portfolio
5,646
Q1 2025 New
$2.58B
$127,000 0.03% of portfolio
10,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $501 Million
  • Prior Value $481 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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