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CIK: 0000872359
Total reported value
$307.8M
$307.8M
89 檔
25.7%
At the close of Q2 2025, Lincoln Capital CORP disclosed equity holdings valued at approximately $307.8M, spread across 89 reported holdings.
Lincoln Capital CORP executed strategic sector rebalancing during Q2 2025, establishing 8 new positions while fully exiting 11 holdings and trimming 12 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, IEFA, GSLC) accounted for 25.7% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.42% | -0.75% | -0.38% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.76% | -0.32% | +2.24% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 6.08% | -1.18% | +9.10% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.35% | -0.31% | -6.66% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.82% | -0.05% | +0.73% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.81% | -0.44% | +1.42% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.63% | +0.28% | +1.26% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.16% | +1.40% | +13.73% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.08% | -0.19% | +0.74% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.70% | +0.03% | -0.83% | |
| 11 | COR | Cencora Inc | Stock-Healthcare | 2.62% | -0.45% | +0.66% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 2.61% | -0.01% | +0.69% | |
| 13 | CGNG | Cap Group New Geography Eq | ETF-Other | 2.50% | +0.21% | +82.75% | |
| 14 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.37% | -0.01% | -1.52% | |
| 15 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.25% | — | -2.61% | |
| 16 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.18% | -0.28% | +0.67% | |
| 17 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 2.07% | +0.12% | +1.40% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.97% | +0.12% | -5.06% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.90% | +0.27% | -0.39% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | +0.01% | -1.39% | |
| 21 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.74% | +0.28% | +0.94% | |
| 22 | RKT | Rocket Cos Inc-class A | Stock-Financials | 1.47% | -0.02% | +304.05% | |
| 23 | GE | General Electric | Stock-Industrials | 1.46% | +0.26% | -0.32% | |
| 24 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.44% | -0.05% | +2.61% | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.31% | +0.68% | -48.06% | |
| 26 | DTE | Dte Energy Company | Stock-Utilities | 1.12% | — | +1.84% | |
| 27 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.11% | — | +0.72% | |
| 28 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 1.09% | +0.27% | +16.13% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 1.06% | -0.23% | -2.31% | |
| 30 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.04% | +0.04% | +3.15% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.04% | — | +0.25% | |
| 32 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 1.01% | +0.04% | +2.49% | |
| 33 | NI | Nisource Inc | Stock-Utilities | 1.00% | -0.12% | +0.92% | |
| 34 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.98% | +0.10% | +3.06% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.90% | -0.08% | EXIT | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.85% | -0.03% | +0.38% | |
| 37 | ADSK | Autodesk Inc | Stock-Tech | 0.81% | — | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.71% | -0.01% | -0.53% | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.69% | -0.02% | +2.46% | |
| 40 | INTF | Ishares International Equity | ETF-Other | 0.62% | -0.04% | -2.50% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.13% | +0.39% | |
| 42 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.50% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | — | -0.15% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.46% | — | — | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | +0.13% | -60.33% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | -0.02% | — | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.01% | +3.06% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.09% | -11.91% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.37% | -0.10% | — | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.33% | -0.05% | +2.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.7% | -0.38% | Trim |
| 2 | CGNG | Cap Group New Geography Eq | +1.2% | +82.75% | Add |
| 3 | RKT | Rocket Cos Inc-class A | +1.1% | +304.05% | Add |
| 4 | ADSK | Autodesk Inc | +0.8% | NEW | New buy |
| 5 | GSLC | Goldman Activebeta US Lc ETF | +0.6% | +9.10% | Add |
| 6 | AVGO | Broadcom Inc | +0.6% | -5.06% | Trim |
| 7 | SCHX | Schwab US Large-cap ETF | +0.5% | NEW | New buy |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +13.73% | Add |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +2.24% | Add |
| 10 | AMZN | Amazon.com Inc | +0.3% | +0.73% | Add |
| 11 | GE | General Electric | +0.2% | -0.32% | Trim |
| 12 | SCHW | Schwab (charles) CORP | +0.2% | +0.67% | Add |
| 13 | FESM | Fidelity Enhanced Small Cap | +0.2% | +16.13% | Add |
| 14 | NFLX | Netflix Inc | +0.1% | +0.39% | Add |
| 15 | NVDA | Nvidia CORP | +0.1% | +3.06% | Add |
| 16 | T | At&t Inc | +0.1% | NEW | New buy |
| 17 | VFMO | Vanguard US Momentum Factor | +0.1% | +0.94% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.39% | Trim |
| 19 | MAR | Marriott International -cl A | +0.1% | NEW | New buy |
| 20 | TRMB | Trimble Inc | +0.1% | NEW | New buy |
| 21 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 22 | SCHA | Schwab US Small-cap ETF | +0.1% | NEW | New buy |
| 23 | GSK | Gsk Plc-spon Adr | +0.1% | NEW | New buy |
| 24 | FELC | Fidelity Enh Lrg Cap Cor ETF | +0.1% | +1.40% | Add |
| 25 | DFAE | Dimensional Emerging Core Eq | +0.1% | +3.06% | Add |
| 26 | TSPA | T Rowe Price US Eqy Research | +0.1% | +2.49% | Add |
| 27 | TCAF | T Rowe Prc Cap Appreciation | 0% | +3.15% | Add |
| 28 | SCHB | Schwab US Broad Market ETF | 0% | +0.25% | Add |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | -1.39% | Trim |
| 30 | WMT | Walmart Inc | 0% | -2.31% | Trim |
| 31 | SCHM | Schwab US Mid Cap ETF | — | +1.26% | Add |
| 32 | COR | Cencora Inc | — | +0.66% | Add |
| 33 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -0.83% | Trim |
| 34 | MSI | Motorola Solutions Inc | -0.1% | EXIT | Sold out |
| 35 | LLY | Eli Lilly & Co | -0.1% | EXIT | Sold out |
| 36 | XOM | Exxon Mobil CORP | -0.1% | EXIT | Sold out |
| 37 | IWM | Ishares Russell 2000 ETF | -0.1% | EXIT | Sold out |
| 38 | XLY | Ss Consumer Disc Select Sect | -0.1% | EXIT | Sold out |
| 39 | BNY | Bank Of New York Mellon CORP | -0.1% | EXIT | Sold out |
| 40 | CNA | Cna Financial CORP | -0.1% | EXIT | Sold out |
| 41 | PFE | Pfizer Inc | -0.2% | EXIT | Sold out |
| 42 | XLK | Ss Technology Select Sector | -0.2% | -64.68% | Trim |
| 43 | MAA | Mid-america Apartment Comm | -0.2% | +0.72% | Add |
| 44 | RDFN | Redfin CORP | -0.4% | EXIT | Sold out |
| 45 | VOO | Vanguard S&p 500 ETF | -0.5% | EXIT | Sold out |
| 46 | TMUS | T-mobile US Inc | -0.6% | -2.61% | Trim |
| 47 | MRVL | Marvell Technology Inc | -0.6% | EXIT | Sold out |
| 48 | AAPL | Apple Inc | -1.1% | -6.66% | Trim |
| 49 | SGOV | Ishares 0-3 Month Treasury B | -1.4% | -48.06% | Trim |
| 50 | UNH | Unitedhealth Group Inc | -1.6% | -60.33% | Trim |
According to official SEC Form 13F filings, Lincoln Capital CORP reported a total U.S. public equity portfolio value of $307.8M across 89 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
ADSK
市值: $2.1M
Top Position Liquidated / Trimmed
MRVL
前期市值: $1.4M
During Q2 2025, Lincoln Capital CORP's top holdings by market value included MSFT (9.4%)、IEFA (6.8%)、GSLC (6.1%). The largest single position, MSFT, represented 9.4% of total portfolio value.
In Q2 2025, Lincoln Capital CORP made 50 total portfolio adjustments, initiating 8 new buys, adding to 19 positions, trimming 12 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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