Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LINCOLN CAPITAL CORP (CIK 872359) reported $271.7M across 99 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($19.4M, 7.14%), SPLG ($16.7M, 6.13%), MSFT ($15.8M, 5.81%), AAPL ($13.8M, 5.08%), GSLC ($13.3M, 4.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $19.4M | 7.14% | 214,322 | Added |
| 2 | SPLG | SPDR SERIES TRUST | $16.7M | 6.13% | 217,601 | Added |
| 3 | MSFT | MICROSOFT CORP | $15.8M | 5.81% | 42,665 | Trimmed |
| 4 | AAPL | APPLE INC | $13.8M | 5.08% | 54,333 | Trimmed |
| 5 | GSLC | GOLDMAN SACHS ETF TR | $13.3M | 4.90% | 106,396 | Trimmed |
| 6 | IEF | ISHARES TR | $11.8M | 4.33% | 123,343 | Added |
| 7 | SCHM | SCHWAB STRATEGIC TR | $10.6M | 3.90% | 342,111 | Trimmed |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $8.2M | 3.03% | 171,521 | Added |
| 9 | GOOGL | ALPHABET INC | $7.9M | 2.92% | 27,634 | Added |
| 10 | AMZN | AMAZON COM INC | $7.7M | 2.84% | 36,997 | Trimmed |
| 11 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $7.4M | 2.74% | 235,582 | Added |
| 12 | ABC | CENCORA INC | $6.0M | 2.22% | 19,201 | Trimmed |
| 13 | JAAA | JANUS DETROIT STR TR | $5.9M | 2.17% | 117,156 | Trimmed |
| 14 | FBND | FIDELITY MERRIMACK STR TR | $5.7M | 2.11% | 125,494 | Trimmed |
| 15 | SCHW | SCHWAB CHARLES CORP | $5.6M | 2.08% | 60,076 | Trimmed |
| 16 | FELC | FIDELITY COVINGTON TRUST | $5.4M | 1.98% | 148,473 | Trimmed |
| 17 | VFMO | VANGUARD WELLINGTON FD | $5.1M | 1.87% | 25,711 | Trimmed |
| 18 | BAI | BLACKROCK ETF TRUST | $4.8M | 1.78% | 146,820 | New |
| 19 | QUAL | ISHARES TR | $4.6M | 1.69% | 24,005 | Trimmed |
| 20 | BINC | BLACKROCK ETF TRUST II | $4.6M | 1.69% | 88,545 | New |
| 21 | AVGO | BROADCOM INC | $4.6M | 1.68% | 14,781 | Trimmed |
| 22 | RKT | ROCKET COS INC | $4.0M | 1.47% | 281,050 | Added |
| 23 | GE | GE AEROSPACE | $4.0M | 1.46% | 14,007 | Trimmed |
| 24 | FESM | FIDELITY COVINGTON TRUST | $3.9M | 1.45% | 103,654 | Added |
| 25 | IVV | ISHARES TR | $3.7M | 1.35% | 5,602 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31