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CIK: 0000872359
Total reported value
$306.4M
$306.4M
99 檔
28.5%
During the Q2 2026 filing period, Lincoln Capital CORP (CIK: 0000872359) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $306.4M across 99 reported positions.
In Q2 2026, Lincoln Capital CORP displayed an active expansion posture, initiating 9 new positions and adding to 46 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.53% | +0.90% | +21.13% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.82% | +0.04% | +1.43% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.06% | +1.28% | -2.06% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.77% | +0.33% | -6.65% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.18% | -0.29% | +2.11% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.89% | +0.12% | +2.51% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 3.72% | +0.07% | -24.20% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.19% | -0.17% | -0.67% | |
| 9 | CGNG | Cap Group New Geography Eq | ETF-Other | 2.95% | -0.07% | +2.94% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | +0.14% | -2.52% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.70% | -2.70% | EXIT | |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.51% | -0.26% | -0.08% | |
| 13 | VFMO | Vanguard US Momentum Factor | ETF-Other | 2.15% | -0.15% | +3.34% | |
| 14 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 2.10% | +0.20% | +3.75% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.06% | +1.86% | +11.18% | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.98% | +0.04% | +3.14% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.80% | -0.13% | -0.85% | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.80% | +0.12% | -0.21% | |
| 19 | COR | Cencora Inc | Stock-Healthcare | 1.77% | +0.12% | +0.42% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.72% | +0.02% | +0.57% | |
| 21 | GE | General Electric | Stock-Industrials | 1.72% | -0.57% | +1.06% | |
| 22 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 1.72% | -0.11% | +5.58% | |
| 23 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.54% | +0.18% | +2.18% | |
| 24 | RKT | Rocket Cos Inc-class A | Stock-Financials | 1.45% | -0.40% | +0.47% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | +0.02% | -0.18% | |
| 26 | WCMI | Ft Wcm International ETF | ETF-Other | 1.32% | -0.02% | +3.56% | |
| 27 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.23% | -0.02% | +3.48% | |
| 28 | SAIA | Saia Inc | Stock-Industrials | 1.17% | -0.25% | +0.05% | |
| 29 | CNP | Centerpoint Energy Inc | Stock-Utilities | 1.12% | -0.18% | -0.35% | |
| 30 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 1.10% | +0.02% | +1.09% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.05% | +0.01% | -2.40% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 1.02% | -0.12% | +1.23% | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.02% | +0.03% | +2.16% | |
| 34 | NI | Nisource Inc | Stock-Utilities | 1.00% | -0.14% | -0.51% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.14% | +0.14% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.79% | +0.06% | +681.49% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.74% | -0.26% | +8.14% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.68% | -0.02% | +299.80% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | -0.16% | -5.26% | |
| 40 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.60% | +0.23% | — | |
| 41 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.53% | +0.01% | +7.07% | |
| 42 | INTF | Ishares International Equity | ETF-Other | 0.52% | +0.01% | +0.02% | |
| 43 | KLAC | Kla CORP | Stock-Tech | 0.52% | -0.52% | EXIT | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.52% | -0.52% | EXIT | |
| 45 | GLW | Corning Inc | Stock-Tech | 0.49% | -0.25% | +0.89% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | — | -0.30% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.46% | +0.01% | — | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.42% | -0.01% | — | |
| 49 | ✓ | Texas Ventures Acquisition I | Stock-Other | 0.42% | -0.25% | +143.00% | |
| 50 | HYMC | Hycroft Mining Holding Co-a | Stock-Other | 0.41% | -0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.4% | +21.13% | Add |
| 2 | BAI | Ishrs Ai In And Tech Act ETF | +0.7% | -0.08% | Trim |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +0.7% | +681.49% | Add |
| 4 | AMAT | Applied Materials Inc | +0.4% | +8.14% | Add |
| 5 | SCHM | Schwab US Mid Cap ETF | +0.3% | +2.11% | Add |
| 6 | VFMO | Vanguard US Momentum Factor | +0.3% | +3.34% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.67% | Trim |
| 8 | FESM | Fidelity Enhanced Small Cap | +0.3% | +5.58% | Add |
| 9 | GE | General Electric | +0.3% | +1.06% | Add |
| 10 | ✓ | Texas Ventures Acquisition I | +0.2% | +143.00% | Add |
| 11 | KLAC | Kla CORP | +0.2% | +845.45% | Add |
| 12 | CGNG | Cap Group New Geography Eq | +0.2% | +2.94% | Add |
| 13 | GLW | Corning Inc | +0.2% | +0.89% | Add |
| 14 | ABBV | Abbvie Inc | +0.2% | NEW | New buy |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | -5.26% | Trim |
| 16 | CVMC | Calvert US Mcap Core Resp | +0.1% | NEW | New buy |
| 17 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 18 | FELC | Fidelity Enh Lrg Cap Cor ETF | +0.1% | +3.75% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | -0.85% | Trim |
| 20 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 21 | DFAE | Dimensional Emerging Core Eq | +0.1% | +3.48% | Add |
| 22 | TXT | Textron Inc | +0.1% | NEW | New buy |
| 23 | ITW | Illinois Tool Works | +0.1% | NEW | New buy |
| 24 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | NEW | New buy |
| 25 | WCMI | Ft Wcm International ETF | +0.1% | +3.56% | Add |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +27.12% | Add |
| 27 | CNC | Centene CORP | +0.1% | NEW | New buy |
| 28 | MAR | Marriott International -cl A | +0.1% | NEW | New buy |
| 29 | SAIA | Saia Inc | +0.1% | +0.05% | Add |
| 30 | TSPA | T Rowe Price US Eqy Research | 0% | +1.09% | Add |
| 31 | TCAF | T Rowe Prc Cap Appreciation | 0% | +2.16% | Add |
| 32 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 33 | QUAL | Ishares Msci USA Quality Fac | 0% | +0.57% | Add |
| 34 | CAT | Caterpillar Inc | 0% | -5.39% | Trim |
| 35 | MTUM | Ishares Msci USA Momentum Fa | 0% | — | Unchanged |
| 36 | GEV | GE Vernova Inc | 0% | -0.99% | Trim |
| 37 | JBL | Jabil Inc | 0% | — | Unchanged |
| 38 | IVV | Ishares Core S&p 500 ETF | 0% | -0.18% | Trim |
| 39 | NVDA | Nvidia CORP | 0% | +0.14% | Add |
| 40 | FENI | Fidelity Enhanced Intl ETF | 0% | +7.07% | Add |
| 41 | IJR | Ishares Core S&p Small-cap E | 0% | +0.15% | Add |
| 42 | CVLC | Calvert US L-c Cr Resp Index | 0% | — | Unchanged |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +17.82% | Add |
| 44 | TSLA | Tesla Inc | 0% | +6.81% | Add |
| 45 | PWR | Quanta Services Inc | 0% | -0.21% | Trim |
| 46 | SCHA | Schwab US Small-cap ETF | 0% | — | Unchanged |
| 47 | BNY | Bank Of New York Mellon CORP | 0% | +0.39% | Add |
| 48 | F | Ford Motor Co | 0% | +0.70% | Add |
| 49 | SCHB | Schwab US Broad Market ETF | — | -2.40% | Trim |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.30% | Trim |
According to official SEC Form 13F filings, Lincoln Capital CORP reported a total U.S. public equity portfolio value of $306.4M across 99 disclosed positions in Q2 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, IEFA, MSFT) accounted for 28.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
ABBV
市值: $478.1K
Top Position Liquidated / Trimmed
BE
前期市值: $486.4K
During Q2 2026, Lincoln Capital CORP's top holdings by market value included SPYM (7.5%)、IEFA (6.8%)、MSFT (5.1%). The largest single position, SPYM, represented 7.5% of total portfolio value.
In Q2 2026, Lincoln Capital CORP made 93 total portfolio adjustments, initiating 9 new buys, adding to 46 positions, trimming 29 holdings, and fully liquidating 9 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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