Lincoln Capital LLC Portfolio Holdings
Lincoln Capital LLC
- $481 Million
- Q1 2025
Lincoln Capital LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $481 Million distributed in 117 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 $50.9M, Berkshire Hathaway Inc with a value of $42.3M, Mastercard Inc with a value of $34M, Costco Wholesale Corp with a value of $33.7M, and Markel Corp with a value of $32.9M.
Examining the 13F form we can see an increase of $20.1M in the current position value, from $461M to 481M.
Below you can find more details about Lincoln Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$481 Million
Financial Services: $206 Million
Consumer Cyclical: $55.6 Million
Consumer Defensive: $52.8 Million
Industrials: $43.3 Million
Communication Services: $35.8 Million
Technology: $32.1 Million
Healthcare: $28.5 Million
ETFs: $17.5 Million
Other: $9.32 Million