Lincoln Capital LLC
CIK: 1633862
Holdings (138)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Oct 9, 2026
- GOOGL
ALPHABET INC
$52.92M
154,116 sh9.28%+1.6% - BRK.B
BERKSHIRE HATHAWAY INC DEL
$49.85M
99,989 sh8.74%-0.3% - BRK.A
BERKSHIRE HATHAWAY INC DEL
$41.09M
55 sh7.20%+0.0% - MA
MASTERCARD INCORPORATED
$32.27M
58,246 sh5.66%-0.4% - COST
COSTCO WHOLESALE CORPORATION
$31.02M
33,963 sh5.44%-0.7% - MKL
MARKEL GROUP INC
$30.59M
17,807 sh5.36%-0.3% - DHR
DANAHER CORP DEL
$21.91M
98,292 sh3.84%+7.7% - MSFT
MICROSOFT CORP
$21.28M
41,571 sh3.73%-0.2% - AMZN
AMAZON COM INC
$19.12M
76,870 sh3.35%-0.2% - AAPL
APPLE INC
$18.73M
56,418 sh3.28%+0.2% - HGTY
HAGERTY INC
$18.21M
1.35M sh3.19%+38.7% - SBUX
STARBUCKS CORP
$13.89M
147,389 sh2.44%-3.5% - MAR
MARRIOTT INTL INC NEW
$9.16M
25,617 sh1.61%-0.2% - JPM
JPMORGAN CHASE & CO
$9.07M
27,324 sh1.59%-0.1% - BNY
BANK OF NY MELLON CORP
$8.72M
60,098 sh1.53%+0.2% - CARR
CARRIER GLOBAL CORPORATION
$8.43M
153,236 sh1.48%+5.0% - FWONK
LIBERTY MEDIA CORP DEL
$8.15M
87,968 sh1.43%+4.0% - DIS
DISNEY WALT CO
$7.27M
69,273 sh1.28%-3.8% - MCD
MCDONALDS CORP
$6.99M
30,204 sh1.23%-0.4% - KO
COCA COLA CO
$6.39M
74,109 sh1.12%-2.5% - LIN
LINDE PLC
$6.25M
13,185 sh1.10%-0.2% - JNJ
JOHNSON & JOHNSON
$5.77M
21,743 sh1.01%-3.0% - SCHW
CHARLES SCHWAB CORP (THE)
$5.57M
56,777 sh0.98%-0.6% - AXP
AMERICAN EXPRESS CO
$5.48M
18,008 sh0.96%-0.2% - UNP
UNION PAC CORP
$5.13M
18,810 sh0.90%-1.7% - CPRT
COPART INC
$4.88M
179,120 sh0.86%+20.2% - MCO
MOODYS CORP
$4.84M
10,650 sh0.85%-1.9% - UPS
UNITED PARCEL SVCS INC
$4.63M
49,260 sh0.81%-1.1% - GOOG
ALPHABET INC
$4.21M
12,402 sh0.74%-0.8% - OTIS
OTIS WORLDWIDE CORP
$4.08M
63,118 sh0.71%-3.4% - TRV
TRAVELERS COMPANIES INC
$4M
11,201 sh0.70%-0.1% - IVV
ISHARES TR
$3.75M
4,898 sh0.66%+1.6% - CGGR
CAPITAL GROUP GROWTH ETF
$3.73M
78,569 sh0.65%+8.7% - OXY
OCCIDENTAL PETE CORP
$3.49M
63,170 sh0.61%-0.1% - FAST
FASTENAL CO
$3.47M
69,988 sh0.61%+0.0% - DE
DEERE & CO
$3M
4,449 sh0.53%+0.2% - CB
CHUBB LIMITED
$2.88M
8,791 sh0.50%+0.3% - APH
AMPHENOL CORP
$2.51M
29,768 sh0.44%+0.0% - WMT
WALMART INC
$2.36M
22,746 sh0.41%-0.3% - AMAT
APPLIED MATLS INC
$2.28M
4,456 sh0.40%+0.0% - CGUS
CAPITAL GROUP CORE EQUITY ET
$2.16M
48,590 sh0.38%+13.6% - BLK
BLACKROCK INC
$2.14M
2,023 sh0.38%+0.0% - VUG
VANGUARD INDEX FDS
$2.07M
22,943 sh0.36%+1.0% - VLTO
VERALTO CORP
$2M
21,096 sh0.35%-1.6% - CAT
CATERPILLAR INC
$1.94M
2,355 sh0.34%+0.0% - BDX
BECTON DICKINSON & CO
$1.93M
10,745 sh0.34%-5.5% - CGGO
CAPITAL GROUP GBL GROWTH EQT
$1.85M
46,423 sh0.32%+34.2% - ECL
ECOLAB INC
$1.8M
6,545 sh0.32%-0.1% - PEP
PEPSICO INC
$1.75M
13,766 sh0.31%-8.2% - IEFA
ISHARES TR
$1.69M
17,393 sh0.30%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 GOOGL ALPHABET INC | 154,116 | $52.92M | +1.6% | 9.28% | Q3 2026 |
 BRK.B BERKSHIRE HATHAWAY INC DEL | 99,989 | $49.85M | -0.3% | 8.74% | Q3 2026 |
 BRK.A BERKSHIRE HATHAWAY INC DEL | 55 | $41.09M | +0.0% | 7.20% | Q3 2026 |
 MA MASTERCARD INCORPORATED | 58,246 | $32.27M | -0.4% | 5.66% | Q3 2026 |
 COST COSTCO WHOLESALE CORPORATION | 33,963 | $31.02M | -0.7% | 5.44% | Q3 2026 |
 MKL MARKEL GROUP INC | 17,807 | $30.59M | -0.3% | 5.36% | Q3 2026 |
 DHR DANAHER CORP DEL | 98,292 | $21.91M | +7.7% | 3.84% | Q3 2026 |
 MSFT MICROSOFT CORP | 41,571 | $21.28M | -0.2% | 3.73% | Q3 2026 |
 AMZN AMAZON COM INC | 76,870 | $19.12M | -0.2% | 3.35% | Q3 2026 |
 AAPL APPLE INC | 56,418 | $18.73M | +0.2% | 3.28% | Q3 2026 |
 HGTY HAGERTY INC | 1.35M | $18.21M | +38.7% | 3.19% | Q3 2026 |
 SBUX STARBUCKS CORP | 147,389 | $13.89M | -3.5% | 2.44% | Q3 2026 |
 MAR MARRIOTT INTL INC NEW | 25,617 | $9.16M | -0.2% | 1.61% | Q3 2026 |
 JPM JPMORGAN CHASE & CO | 27,324 | $9.07M | -0.1% | 1.59% | Q3 2026 |
 BNY BANK OF NY MELLON CORP | 60,098 | $8.72M | +0.2% | 1.53% | Q3 2026 |
 CARR CARRIER GLOBAL CORPORATION | 153,236 | $8.43M | +5.0% | 1.48% | Q3 2026 |
 FWONK LIBERTY MEDIA CORP DEL | 87,968 | $8.15M | +4.0% | 1.43% | Q3 2026 |
 DIS DISNEY WALT CO | 69,273 | $7.27M | -3.8% | 1.28% | Q3 2026 |
 MCD MCDONALDS CORP | 30,204 | $6.99M | -0.4% | 1.23% | Q3 2026 |
 KO COCA COLA CO | 74,109 | $6.39M | -2.5% | 1.12% | Q3 2026 |
 LIN LINDE PLC | 13,185 | $6.25M | -0.2% | 1.10% | Q3 2026 |
 JNJ JOHNSON & JOHNSON | 21,743 | $5.77M | -3.0% | 1.01% | Q3 2026 |
 SCHW CHARLES SCHWAB CORP (THE) | 56,777 | $5.57M | -0.6% | 0.98% | Q3 2026 |
 AXP AMERICAN EXPRESS CO | 18,008 | $5.48M | -0.2% | 0.96% | Q3 2026 |
 UNP UNION PAC CORP | 18,810 | $5.13M | -1.7% | 0.90% | Q3 2026 |
 CPRT COPART INC | 179,120 | $4.88M | +20.2% | 0.86% | Q3 2026 |
 MCO MOODYS CORP | 10,650 | $4.84M | -1.9% | 0.85% | Q3 2026 |
 UPS UNITED PARCEL SVCS INC | 49,260 | $4.63M | -1.1% | 0.81% | Q3 2026 |
 GOOG ALPHABET INC | 12,402 | $4.21M | -0.8% | 0.74% | Q3 2026 |
 OTIS OTIS WORLDWIDE CORP | 63,118 | $4.08M | -3.4% | 0.71% | Q3 2026 |
 TRV TRAVELERS COMPANIES INC | 11,201 | $4M | -0.1% | 0.70% | Q3 2026 |
 IVV ISHARES TR | 4,898 | $3.75M | +1.6% | 0.66% | Q3 2026 |
 CGGR CAPITAL GROUP GROWTH ETF | 78,569 | $3.73M | +8.7% | 0.65% | Q3 2026 |
 OXY OCCIDENTAL PETE CORP | 63,170 | $3.49M | -0.1% | 0.61% | Q3 2026 |
 FAST FASTENAL CO | 69,988 | $3.47M | +0.0% | 0.61% | Q3 2026 |
 DE DEERE & CO | 4,449 | $3M | +0.2% | 0.53% | Q3 2026 |
 CB CHUBB LIMITED | 8,791 | $2.88M | +0.3% | 0.50% | Q3 2026 |
 APH AMPHENOL CORP | 29,768 | $2.51M | +0.0% | 0.44% | Q3 2026 |
 WMT WALMART INC | 22,746 | $2.36M | -0.3% | 0.41% | Q3 2026 |
 AMAT APPLIED MATLS INC | 4,456 | $2.28M | +0.0% | 0.40% | Q3 2026 |
 CGUS CAPITAL GROUP CORE EQUITY ET | 48,590 | $2.16M | +13.6% | 0.38% | Q3 2026 |
 BLK BLACKROCK INC | 2,023 | $2.14M | +0.0% | 0.38% | Q3 2026 |
 VUG VANGUARD INDEX FDS | 22,943 | $2.07M | +1.0% | 0.36% | Q3 2026 |
 VLTO VERALTO CORP | 21,096 | $2M | -1.6% | 0.35% | Q3 2026 |
 CAT CATERPILLAR INC | 2,355 | $1.94M | +0.0% | 0.34% | Q3 2026 |
 BDX BECTON DICKINSON & CO | 10,745 | $1.93M | -5.5% | 0.34% | Q3 2026 |
 CGGO CAPITAL GROUP GBL GROWTH EQT | 46,423 | $1.85M | +34.2% | 0.32% | Q3 2026 |
 ECL ECOLAB INC | 6,545 | $1.8M | -0.1% | 0.32% | Q3 2026 |
 PEP PEPSICO INC | 13,766 | $1.75M | -8.2% | 0.31% | Q3 2026 |
 IEFA ISHARES TR | 17,393 | $1.69M | +0.0% | 0.30% | Q3 2026 |
1-50 of 138 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Lincoln Capital LLC
Lincoln Capital LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1633862). Signal8 holds 16 13F filings from it. Its SEC filings list Nebraska as its state of incorporation.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Oct 9, 2026. That report lists 138 securities, not counting options, up from 137 in Q2 2026.
Its five largest reported positions, in order, are ALPHABET INC (GOOGL), BERKSHIRE HATHAWAY INC DEL (BRK.B), BERKSHIRE HATHAWAY INC DEL (BRK.A), MASTERCARD INCORPORATED (MA) and COSTCO WHOLESALE CORPORATION (COST). The next five are MARKEL GROUP INC (MKL), DANAHER CORP DEL (DHR), MICROSOFT CORP (MSFT), AMAZON COM INC (AMZN) and APPLE INC (AAPL).
Recent 13F filings by Lincoln Capital LLC
- Q3 2026: 13F-HR filed Oct 9, 2026, listing 138 securities.
- Q2 2026: 13F-HR filed Jul 7, 2026, listing 137 securities.
- Q1 2026: 13F-HR filed May 1, 2026, listing 135 securities.
- Q4 2025: 13F-HR filed Jan 8, 2026, listing 131 securities.
- Q3 2025: 13F-HR filed Nov 5, 2025, listing 124 securities.
- Q2 2025: 13F-HR filed Jul 11, 2025, listing 123 securities.