Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Lincoln Capital LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Lincoln Capital LLC (CIK 1633862) reported $527.8M across 135 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($48.8M, 9.25%), GOOGL ($44.3M, 8.40%), BRK/A ($39.5M, 7.48%), MKL ($34.8M, 6.59%), COST ($34.4M, 6.52%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BRK/BBERKSHIRE HATHAWAY INC DEL$48.8M9.25%101,855Added
2GOOGLALPHABET INC$44.3M8.40%154,232Trimmed
3BRK/ABERKSHIRE HATHAWAY INC DEL$39.5M7.48%55Added
4MKLMARKEL GROUP INC$34.8M6.59%18,181Added
5COSTCOSTCO WHOLESALE CORPORATION$34.4M6.52%34,545Trimmed
6MAMASTERCARD INCORPORATED$29.8M5.65%59,681Trimmed
7AMZNAMAZON COM INC$16.4M3.11%78,940Trimmed
8DHRDANAHER CORP DEL$16.1M3.04%84,726Trimmed
9MSFTMICROSOFT CORP$15.8M2.99%42,644Trimmed
10AAPLAPPLE INC$14.2M2.69%56,035Trimmed
11SBUXSTARBUCKS CORP$14.0M2.65%156,316Trimmed
12HGTYHAGERTY INC$10.0M1.90%950,652Added
13MCDMCDONALDS CORP$9.9M1.87%31,702Trimmed
14MARMARRIOTT INTL INC NEW$8.5M1.61%25,990Trimmed
15CARRCARRIER GLOBAL CORPORATION$8.4M1.59%148,986Trimmed
16JPMJPMORGAN CHASE & CO$8.3M1.56%28,087Trimmed
17DISDISNEY WALT CO$7.3M1.39%76,212Trimmed
18BKBANK NEW YORK MELLON CORP$7.1M1.35%60,024Trimmed
19FWONKLIBERTY MEDIA CORP DEL$6.7M1.27%79,095Added
20LINLINDE PLC$6.6M1.25%13,267Trimmed
21KOCOCA COLA CO$6.0M1.14%79,227Trimmed
22JNJJOHNSON & JOHNSON$5.8M1.09%23,603Trimmed
23AXPAMERICAN EXPRESS CO$5.7M1.09%18,994Trimmed
24SCHWSCHWAB CHARLES CORP$5.5M1.04%58,158Trimmed
25OTISOTIS WORLDWIDE CORP$5.2M0.99%67,875Trimmed

Source: SEC Form 13F filings · as of 2026-03-31