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CIK: 0001633862
Total reported value
$562.0M
$562.0M
117 檔
33.8%
In Q1 2025, Lincoln Capital LLC's U.S. equity holdings reached a combined market value of $562.0M, distributed across 117 disclosed stock positions.
In Q1 2025, Lincoln Capital LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.40% | -0.32% | +0.88% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 8.63% | -0.15% | -1.85% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 7.28% | -0.83% | -1.72% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 6.84% | -0.31% | -1.17% | |
| 5 | MKL | Markel Group Inc | Stock-Financials | 6.57% | -0.38% | -0.02% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.07% | +1.25% | -1.76% | |
| 7 | DHR | Danaher CORP | Stock-Healthcare | 3.48% | +0.05% | +13.62% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | -0.23% | +0.29% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.97% | +0.16% | -1.61% | |
| 10 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.83% | +0.13% | -1.70% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.37% | +0.21% | -0.96% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.19% | -0.41% | -1.47% | |
| 13 | CARR | Carrier Global CORP | Stock-Industrials | 1.98% | +0.31% | +33.81% | |
| 14 | ROP | Roper Technologies Inc | Stock-Tech | 1.55% | -0.01% | -2.58% | |
| 15 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.52% | -0.16% | -3.37% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.51% | -0.16% | -6.22% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.44% | +0.03% | -1.74% | |
| 18 | LIN | Linde plc | Stock-Materials | 1.31% | -0.03% | -0.80% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.24% | -0.04% | -2.10% | |
| 20 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.22% | +0.08% | -1.93% | |
| 21 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.18% | -0.04% | -8.63% | |
| 22 | MCO | Moody's CORP | Stock-Financials | 1.07% | -0.03% | -0.80% | |
| 23 | CPRT | Copart Inc | Stock-Industrials | 1.04% | -0.19% | +72.74% | |
| 24 | AXP | American Express Co | Stock-Financials | 1.03% | — | +27.18% | |
| 25 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.00% | +0.19% | -0.18% | |
| 26 | HGTY | Hagerty Inc-a | Stock-Other | 0.99% | +0.17% | +12.29% | |
| 27 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.99% | -0.10% | -2.01% | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.98% | +0.02% | -2.02% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | -0.08% | -0.39% | |
| 30 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.80% | +0.01% | -0.33% | |
| 31 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.74% | +0.16% | +470.40% | |
| 32 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.60% | -0.23% | +135.31% | |
| 33 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.58% | -0.04% | -2.15% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.08% | +11.95% | |
| 35 | FAST | Fastenal Co | Stock-Industrials | 0.49% | -0.01% | — | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 0.49% | -0.07% | -2.12% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.10% | -4.67% | |
| 38 | VLTO | Veralto CORP | Stock-Industrials | 0.45% | -0.02% | -2.34% | |
| 39 | LPX | Louisiana-pacific CORP | Stock-Industrials | 0.44% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.11% | +4.53% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.08% | +2.12% | |
| 42 | DE | Deere & Co | Stock-Industrials | 0.42% | +0.02% | -3.46% | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.42% | -0.01% | +0.56% | |
| 44 | CGGR | Cap Group Growth Equity | ETF-Other | 0.38% | +0.12% | +35.71% | |
| 45 | CSGP | Costar Group Inc | Stock-Real Estate | 0.36% | -0.05% | — | |
| 46 | ECL | Ecolab Inc | Stock-Materials | 0.35% | -0.01% | -4.23% | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.33% | +0.06% | — | |
| 48 | ESAB | Esab CORP | Stock-Industrials | 0.30% | -0.01% | +0.13% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.29% | — | +0.61% | |
| 50 | MSCI | Msci Inc | Stock-Financials | 0.28% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 3 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 4 | MA | Mastercard Inc - A | — | NEW | New buy |
| 5 | MKL | Markel Group Inc | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | DHR | Danaher CORP | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | SBUX | Starbucks CORP | — | NEW | New buy |
| 11 | AAPL | Apple Inc | — | NEW | New buy |
| 12 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 13 | CARR | Carrier Global CORP | — | NEW | New buy |
| 14 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 15 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 16 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 17 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 18 | LIN | Linde plc | — | NEW | New buy |
| 19 | KO | Coca-cola Co/the | — | NEW | New buy |
| 20 | MAR | Marriott International -cl A | — | NEW | New buy |
| 21 | DEO | Diageo Plc-sponsored Adr | — | NEW | New buy |
| 22 | MCO | Moody's CORP | — | NEW | New buy |
| 23 | CPRT | Copart Inc | — | NEW | New buy |
| 24 | AXP | American Express Co | — | NEW | New buy |
| 25 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 26 | HGTY | Hagerty Inc-a | — | NEW | New buy |
| 27 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 28 | UNP | Union Pacific CORP | — | NEW | New buy |
| 29 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 30 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 31 | FWONK | Liberty Media Corp-formula-c | — | NEW | New buy |
| 32 | OXY | Occidental Petroleum CORP | — | NEW | New buy |
| 33 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 34 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 35 | FAST | Fastenal Co | — | NEW | New buy |
| 36 | BLK | Blackrock Inc | — | NEW | New buy |
| 37 | PEP | Pepsico Inc | — | NEW | New buy |
| 38 | VLTO | Veralto CORP | — | NEW | New buy |
| 39 | LPX | Louisiana-pacific CORP | — | NEW | New buy |
| 40 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 41 | WMT | Walmart Inc | — | NEW | New buy |
| 42 | DE | Deere & Co | — | NEW | New buy |
| 43 | CB | Chubb Limited | — | NEW | New buy |
| 44 | CGGR | Cap Group Growth Equity | — | NEW | New buy |
| 45 | CSGP | Costar Group Inc | — | NEW | New buy |
| 46 | ECL | Ecolab Inc | — | NEW | New buy |
| 47 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 48 | ESAB | Esab CORP | — | NEW | New buy |
| 49 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 50 | MSCI | Msci Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Lincoln Capital LLC reported a total U.S. public equity portfolio value of $562.0M across 117 disclosed positions in Q1 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.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, BRK-A, COST) accounted for 33.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $49.8M
During Q1 2025, Lincoln Capital LLC's top holdings by market value included BRK-B (10.4%)、BRK-A (8.6%)、COST (7.3%). The largest single position, BRK-B, represented 10.4% of total portfolio value.
In Q1 2025, Lincoln Capital LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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