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CIK: 0000872359
Total reported value
$306.4M
$306.4M
92 檔
28.4%
The Q4 2025 SEC filing reveals that Lincoln Capital CORP held a total portfolio value of $306.4M, covering 92 public equity positions.
Lincoln Capital CORP executed strategic sector rebalancing during Q4 2025, establishing 9 new positions while fully exiting 7 holdings and trimming 37 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, IEFA, GSLC) accounted for 28.4% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.12% | +1.28% | -4.27% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.75% | +0.04% | +2.00% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 5.70% | +0.07% | -5.46% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.35% | +0.33% | +0.59% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.00% | +0.90% | +15.20% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.19% | +0.12% | +15.14% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.66% | -0.29% | +1.70% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.66% | +0.14% | -1.41% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.00% | -0.17% | -2.98% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.93% | -2.70% | EXIT | |
| 11 | CGNG | Cap Group New Geography Eq | ETF-Other | 2.62% | -0.07% | +3.56% | |
| 12 | COR | Cencora Inc | Stock-Healthcare | 2.33% | +0.12% | -13.69% | |
| 13 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.14% | +0.12% | -0.56% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.13% | +0.04% | -27.16% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.08% | +1.86% | +52.16% | |
| 16 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 2.04% | +0.20% | -0.53% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.99% | -0.13% | -13.65% | |
| 18 | RKT | Rocket Cos Inc-class A | Stock-Financials | 1.88% | -0.40% | -0.23% | |
| 19 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.76% | -0.15% | -1.35% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.72% | +0.02% | -1.42% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | +0.02% | -1.70% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.58% | +0.06% | -21.87% | |
| 23 | GE | General Electric | Stock-Industrials | 1.56% | -0.57% | -1.43% | |
| 24 | PSLV | Sprott Physical Silver Trust | Stock-Other | 1.38% | +0.23% | +152.00% | |
| 25 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 1.20% | -0.11% | +1.52% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.10% | -0.12% | -1.17% | |
| 27 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.09% | +0.03% | +1.58% | |
| 28 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 1.05% | +0.02% | +0.92% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.05% | +0.01% | +0.71% | |
| 30 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.04% | -0.02% | +3.44% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | +0.14% | +91.37% | |
| 32 | DTE | Dte Energy Company | Stock-Utilities | 1.02% | — | +0.70% | |
| 33 | NI | Nisource Inc | Stock-Utilities | 0.96% | -0.14% | -0.09% | |
| 34 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.93% | — | -1.61% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | +0.02% | -1.89% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.77% | — | +0.34% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.67% | -0.02% | -1.00% | |
| 38 | ADSK | Autodesk Inc | Stock-Tech | 0.59% | — | -5.34% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.54% | -0.52% | EXIT | |
| 40 | INTF | Ishares International Equity | ETF-Other | 0.53% | +0.01% | -2.60% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | — | +0.50% | |
| 42 | SAIA | Saia Inc | Stock-Industrials | 0.49% | -0.25% | — | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.46% | +0.01% | -0.33% | |
| 44 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.46% | +0.14% | -47.45% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | -0.16% | +0.08% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | -0.01% | — | |
| 47 | AG | First Majestic Silver CORP | Stock-Materials | 0.42% | +0.01% | +104.52% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | -0.02% | +1039.94% | |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.38% | -0.26% | -42.57% | |
| 50 | CPT | Camden Property Trust | Stock-Real Estate | 0.36% | — | — |
According to official SEC Form 13F filings, Lincoln Capital CORP reported a total U.S. public equity portfolio value of $306.4M across 92 disclosed positions in Q4 2025.
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Top New Position Initiated
BNDX
市值: $8.2M
Top Position Liquidated / Trimmed
CEF
前期市值: $1.6M
During Q4 2025, Lincoln Capital CORP's top holdings by market value included MSFT (8.1%)、IEFA (6.8%)、GSLC (5.7%). The largest single position, MSFT, represented 8.1% of total portfolio value.
In Q4 2025, Lincoln Capital CORP made 84 total portfolio adjustments, initiating 9 new buys, adding to 31 positions, trimming 37 holdings, and fully liquidating 7 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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