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 LLC (CIK 1633862) reported $562.0M across 137 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($54.2M, 9.65%), BRKB ($50.2M, 8.93%), BRK/A ($41.2M, 7.33%), MKL ($34.9M, 6.21%), COST ($32.0M, 5.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $54.2M | 9.65% | 151,685 | Trimmed |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $50.2M | 8.93% | 100,250 | Trimmed |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $41.2M | 7.33% | 55 | Hold |
| 4 | MKL | MARKEL GROUP INC | $34.9M | 6.21% | 17,862 | Trimmed |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $32.0M | 5.69% | 34,211 | Trimmed |
| 6 | MA | MASTERCARD INCORPORATED | $30.0M | 5.34% | 58,458 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $18.4M | 3.27% | 77,042 | Trimmed |
| 8 | DHR | DANAHER CORP DEL | $17.4M | 3.09% | 91,284 | Added |
| 9 | AAPL | APPLE INC | $16.3M | 2.90% | 56,302 | Added |
| 10 | SBUX | STARBUCKS CORP | $15.6M | 2.78% | 152,717 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $15.5M | 2.76% | 41,643 | Trimmed |
| 12 | HGTY | HAGERTY INC | $11.6M | 2.07% | 973,651 | Added |
| 13 | CARR | CARRIER GLOBAL CORPORATION | $10.7M | 1.90% | 145,935 | Trimmed |
| 14 | MAR | MARRIOTT INTL INC NEW | $9.5M | 1.69% | 25,661 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $9.0M | 1.59% | 27,365 | Trimmed |
| 16 | BK | BANK OF NY MELLON CORP | $8.7M | 1.54% | 60,002 | Trimmed |
| 17 | MCD | MCDONALDS CORP | $8.2M | 1.46% | 30,324 | Trimmed |
| 18 | FWONK | LIBERTY MEDIA CORP DEL | $8.0M | 1.43% | 84,595 | Added |
| 19 | DIS | DISNEY WALT CO | $6.9M | 1.23% | 71,998 | Trimmed |
| 20 | LIN | LINDE PLC | $6.9M | 1.22% | 13,208 | Trimmed |
| 21 | KO | COCA COLA CO | $6.2M | 1.10% | 75,968 | Trimmed |
| 22 | AXP | AMERICAN EXPRESS CO | $6.1M | 1.09% | 18,043 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $5.7M | 1.01% | 22,417 | Trimmed |
| 24 | UPS | UNITED PARCEL SVCS INC | $5.4M | 0.95% | 49,785 | Trimmed |
| 25 | SCHW | SCHWAB CHARLES CORP | $5.3M | 0.94% | 57,109 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30