Lincoln Capital Corp

13F filer · CIK 0000872359

Reported Jul 16, 2026

Net seller this quarter

13F portfolio value$308MU.S. long equity reported on 13F

Positions568 new · 9 closed

Net flow last quarter-$2.13MBuys minus sells

Top 10 positions weight25.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 202656 positions
MSFTMicrosoft Corp	$15.6M	5.06%	0.00%	-2.1%	Q4 2016
AAPLApple Inc.	$14.7M	4.77%	0.00%	-6.7%	Q4 2016
GOOGLAlphabet Inc.	$9.81M	3.19%	0.00%	-0.7%	Q1 2020
AMZNAmazon Com Inc	$8.6M	2.79%	0.00%	-2.5%	Q1 2017
AVGOBroadcom Inc.	$5.54M	1.80%	0.00%	-0.9%	Q1 2023
SCHWSchwab Charles Corp	$5.53M	1.80%	0.00%	-0.2%	Q1 2021
CORCencora, Inc.	$5.46M	1.77%	0.01%	+0.4%	Q4 2016
GEGeneral Electric Co	$5.29M	1.72%	0.00%	+1.1%	Q4 2024
RKTRocket Companies, Inc.	$4.45M	1.45%	Not reported	+0.5%	Q4 2024
SAIASaia Inc	$3.6M	1.17%	0.03%	+0.1%	Q4 2025
CNPCenterpoint Energy Inc	$3.45M	1.12%	0.01%	-0.4%	Q1 2026
WMTWalmart Inc.	$3.14M	1.02%	0.00%	+1.2%	Q1 2023
NINisource Inc.	$3.09M	1.00%	0.01%	-0.5%	Q1 2025
NVDANvidia Corp	$3.01M	0.98%	0.00%	+0.1%	Q2 2023
AMATApplied Materials Inc	$2.28M	0.74%	0.00%	+8.1%	Q1 2026
UNHUnitedhealth Group Inc	$1.85M	0.60%	0.00%	-5.3%	Q4 2016
PSLVSprott Physical Silver Trust	$1.85M	0.60%	0.02%	Not reported	Q1 2021
KLACKla Corp	$1.6M	0.52%	0.00%	-5.5%	Q2 2021
GLWCorning Inc	$1.51M	0.49%	0.00%	+0.9%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$1.51M	0.49%	Not reported	-0.3%	Q1 2017
TVATexas Ventures Acquisition III Corp	$1.28M	0.42%	Not reported	+143.0%	Q1 2026
HYMCHycroft Mining Holding Corp	$1.26M	0.41%	0.06%	Not reported	Q4 2025
MAAMid America Apartment Communities Inc.	$1.03M	0.33%	0.01%	+0.4%	Q3 2024
MAMastercard Inc	$974K	0.32%	0.00%	-0.4%	Q4 2024
NFLXNetflix Inc	$788K	0.26%	0.00%	+0.5%	Q4 2016
AGFirst Majestic Silver Corp	$766K	0.25%	0.01%	-35.6%	Q1 2021
METAMeta Platforms, Inc.	$748K	0.24%	Not reported	-16.1%	Q2 2017
PHParker-Hannifin Corp	$714K	0.23%	0.00%	+0.1%	Q1 2021
JPMJPMorgan Chase & Co	$652K	0.21%	0.00%	+3.4%	Q4 2016
TSLATesla, Inc.	$627K	0.20%	0.00%	+6.8%	Q3 2020
CSCOCisco Systems, Inc.	$551K	0.18%	0.00%	+27.1%	Q4 2016
CATCaterpillar Inc	$505K	0.16%	0.00%	-5.4%	Q3 2024
BACBank of America Corp	$503K	0.16%	0.00%	-12.5%	Q4 2016
AMGNAmgen Inc	$498K	0.16%	0.00%	-29.2%	Q4 2016
ABBVAbbVie Inc.	$478K	0.16%	0.00%	Not reported	Q4 2016
GEVGE Vernova Inc.	$470K	0.15%	0.00%	-1.0%	Q3 2025
ABTAbbott Laboratories	$454K	0.15%	0.00%	-24.8%	Q4 2016
AMDAdvanced Micro Devices Inc	$401K	0.13%	0.00%	Not reported	Q4 2022
GOOGAlphabet Inc.	$383K	0.12%	Not reported	-8.4%	Q1 2021
STXSeagate Technology Holdings plc	$380K	0.12%	0.00%	Not reported	Q1 2022
CFGCitizens Financial Group Inc	$368K	0.12%	0.00%	+0.8%	Q4 2018
PWRQuanta Services, Inc.	$338K	0.11%	0.00%	-0.2%	Q1 2023
TXTTextron Inc	$321K	0.10%	0.00%	Not reported	Q2 2017
PFEPfizer Inc	$319K	0.10%	0.00%	+2.0%	Q1 2024
CVSCVS HEALTH Corp	$310K	0.10%	0.00%	-25.0%	Q4 2016
BNYBank of New York Mellon Corp	$295K	0.10%	0.00%	+0.4%	Q4 2016
JBLJabil Inc	$292K	0.09%	0.00%	Not reported	Q1 2026
ITWIllinois Tool Works Inc	$270K	0.09%	0.00%	New	Q2 2026
ZBRAZebra Technologies Corp	$263K	0.09%	0.00%	Not reported	Q4 2019
LLYELI LILLY & Co	$252K	0.08%	0.00%	-29.3%	Q4 2017

Q1 2026Reported Apr 16, 202657 positions
MSFTMicrosoft Corp	$15.8M	5.81%	0.00%	-9.8%	Q4 2016
AAPLApple Inc.	$13.8M	5.08%	0.00%	-1.9%	Q4 2016
GOOGLAlphabet Inc.	$7.95M	2.92%	0.00%	+2.5%	Q1 2020
AMZNAmazon Com Inc	$7.71M	2.84%	0.00%	-17.0%	Q1 2017
CORCencora, Inc.	$6.03M	2.22%	0.01%	-1.0%	Q4 2016
SCHWSchwab Charles Corp	$5.65M	2.08%	0.00%	-0.4%	Q1 2021
AVGOBroadcom Inc.	$4.57M	1.68%	0.00%	-8.7%	Q1 2023
RKTRocket Companies, Inc.	$4M	1.47%	Not reported	+3.0%	Q4 2024
GEGeneral Electric Co	$3.97M	1.46%	0.00%	-1.5%	Q4 2024
WMTWalmart Inc.	$3.41M	1.25%	0.00%	-1.6%	Q1 2023
CNPCenterpoint Energy Inc	$3.39M	1.25%	0.01%	New	Q1 2026
NINisource Inc.	$3.05M	1.12%	0.01%	+1.5%	Q1 2025
SAIASaia Inc	$3M	1.11%	0.03%	+103.5%	Q4 2025
NVDANvidia Corp	$2.62M	0.97%	0.00%	-2.1%	Q2 2023
PSLVSprott Physical Silver Trust	$2.39M	0.88%	0.02%	-40.3%	Q1 2021
HYMCHycroft Mining Holding Corp	$1.9M	0.70%	0.06%	+34.6%	Q4 2025
AGFirst Majestic Silver Corp	$1.51M	0.55%	0.01%	Not reported	Q1 2021
SPYSPDR S&P 500 ETF Trust	$1.32M	0.49%	Not reported	Not reported	Q1 2017
UNHUnitedhealth Group Inc	$1.27M	0.47%	0.00%	+27.2%	Q4 2016
NFLXNetflix Inc	$1.06M	0.39%	0.00%	-6.3%	Q4 2016
AMATApplied Materials Inc	$996K	0.37%	0.00%	New	Q1 2026
MAMastercard Inc	$951K	0.35%	0.00%	-50.5%	Q4 2024
METAMeta Platforms, Inc.	$906K	0.33%	Not reported	+22.7%	Q2 2017
MAAMid America Apartment Communities Inc.	$898K	0.33%	0.01%	-20.3%	Q3 2024
KLACKla Corp	$826K	0.30%	0.00%	Not reported	Q2 2021
GLWCorning Inc	$799K	0.29%	0.00%	-3.1%	Q4 2016
AMGNAmgen Inc	$684K	0.25%	0.00%	-13.1%	Q4 2016
ABTAbbott Laboratories	$683K	0.25%	0.00%	-7.0%	Q4 2016
PHParker-Hannifin Corp	$653K	0.24%	0.00%	+25.5%	Q1 2021
JPMJPMorgan Chase & Co	$566K	0.21%	0.00%	-1.1%	Q4 2016
TVATexas Ventures Acquisition III Corp	$520K	0.19%	Not reported	New	Q1 2026
TSLATesla, Inc.	$519K	0.19%	0.00%	Not reported	Q3 2020
BACBank of America Corp	$492K	0.18%	0.00%	+4.5%	Q4 2016
BEBloom Energy Corp	$486K	0.18%	0.00%	New	Q1 2026
PFEPfizer Inc	$364K	0.13%	0.00%	+1.1%	Q1 2024
CATCaterpillar Inc	$355K	0.13%	0.00%	-0.6%	Q3 2024
GEVGE Vernova Inc.	$353K	0.13%	0.00%	+9.5%	Q3 2025
GOOGAlphabet Inc.	$340K	0.13%	Not reported	-11.2%	Q1 2021
CFGCitizens Financial Group Inc	$313K	0.12%	0.00%	-15.6%	Q4 2018
CVSCVS HEALTH Corp	$287K	0.11%	0.00%	Not reported	Q4 2016
CSCOCisco Systems, Inc.	$286K	0.11%	0.00%	Not reported	Q4 2016
LLYELI LILLY & Co	$273K	0.10%	0.00%	Not reported	Q4 2017
COSTCostco Wholesale Corp	$262K	0.10%	0.00%	Not reported	Q3 2020
PWRQuanta Services, Inc.	$259K	0.10%	0.00%	Not reported	Q1 2023
CMCSAComcast Corp	$244K	0.09%	0.00%	New	Q1 2026
MCKMckesson Corp	$242K	0.09%	0.00%	New	Q1 2026
BNYBank of New York Mellon Corp	$241K	0.09%	0.00%	+0.5%	Q4 2016
XOMExxonMobil Holdings Corp	$233K	0.09%	0.00%	Not reported	Q4 2016
MDTMedtronic plc	$228K	0.08%	0.00%	-88.3%	Q3 2019
TERTeradyne, Inc	$227K	0.08%	0.00%	New	Q1 2026

Q4 2025Reported Jan 23, 202651 positions
MSFTMicrosoft Corp	$22.9M	8.12%	0.00%	-4.3%	Q4 2016
AAPLApple Inc.	$15.1M	5.35%	0.00%	+0.6%	Q4 2016
AMZNAmazon Com Inc	$10.3M	3.66%	0.00%	-1.4%	Q1 2017
GOOGLAlphabet Inc.	$8.44M	3.00%	0.00%	-3.0%	Q1 2020
CORCencora, Inc.	$6.55M	2.33%	0.01%	-13.7%	Q4 2016
SCHWSchwab Charles Corp	$6.03M	2.14%	0.00%	-0.6%	Q1 2021
AVGOBroadcom Inc.	$5.6M	1.99%	0.00%	-13.7%	Q1 2023
RKTRocket Companies, Inc.	$5.28M	1.88%	Not reported	-0.2%	Q4 2024
GEGeneral Electric Co	$4.38M	1.56%	0.00%	-1.4%	Q4 2024
PSLVSprott Physical Silver Trust	$3.87M	1.38%	0.03%	+152.0%	Q1 2021
WMTWalmart Inc.	$3.1M	1.10%	0.00%	-1.2%	Q1 2023
NVDANvidia Corp	$2.87M	1.02%	0.00%	+91.4%	Q2 2023
DTEDte Energy Co	$2.86M	1.02%	0.01%	+0.7%	Q3 2024
NINisource Inc.	$2.69M	0.96%	0.01%	-0.1%	Q1 2025
TMUST-Mobile US, Inc.	$2.63M	0.93%	0.00%	-1.6%	Q1 2021
MAMastercard Inc	$2.19M	0.78%	0.00%	-1.9%	Q4 2024
MDTMedtronic plc	$2.17M	0.77%	0.00%	+0.3%	Q3 2019
ADSKAutodesk, Inc.	$1.65M	0.59%	0.00%	-5.3%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$1.38M	0.49%	Not reported	+0.5%	Q1 2017
SAIASaia Inc	$1.37M	0.49%	0.02%	New	Q4 2025
MAAMid America Apartment Communities Inc.	$1.28M	0.46%	0.01%	-47.5%	Q3 2024
UNHUnitedhealth Group Inc	$1.22M	0.43%	0.00%	+0.1%	Q4 2016
AGFirst Majestic Silver Corp	$1.17M	0.42%	0.01%	+104.5%	Q1 2021
NFLXNetflix Inc	$1.1M	0.39%	0.00%	+14.0%	Q4 2016
CPTCamden Property Trust	$1M	0.36%	0.01%	New	Q4 2025
HYMCHycroft Mining Holding Corp	$952K	0.34%	0.05%	New	Q4 2025
ABTAbbott Laboratories	$896K	0.32%	0.00%	Not reported	Q4 2016
METAMeta Platforms, Inc.	$852K	0.30%	Not reported	Not reported	Q2 2017
AMGNAmgen Inc	$731K	0.26%	0.00%	Not reported	Q4 2016
TSLATesla, Inc.	$627K	0.22%	0.00%	Not reported	Q3 2020
JPMJPMorgan Chase & Co	$627K	0.22%	0.00%	-2.2%	Q4 2016
BACBank of America Corp	$531K	0.19%	0.00%	+3.8%	Q4 2016
GLWCorning Inc	$531K	0.19%	0.00%	-8.9%	Q4 2016
PHParker-Hannifin Corp	$511K	0.18%	0.00%	Not reported	Q1 2021
KGCKinross Gold Corp	$422K	0.15%	0.00%	Not reported	Q2 2021
GOOGAlphabet Inc.	$419K	0.15%	Not reported	+12.7%	Q1 2021
CFGCitizens Financial Group Inc	$361K	0.13%	0.00%	+0.9%	Q4 2018
FFord Motor Co	$354K	0.13%	0.00%	+0.6%	Q1 2017
PFEPfizer Inc	$319K	0.11%	0.00%	+4.7%	Q1 2024
BXBlackstone Inc.	$300K	0.11%	0.00%	Not reported	Q3 2018
CATCaterpillar Inc	$289K	0.10%	0.00%	Not reported	Q3 2024
TRNTrinity Industries Inc	$264K	0.09%	0.01%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$244K	0.09%	0.00%	Not reported	Q4 2022
GEVGE Vernova Inc.	$241K	0.09%	0.00%	Not reported	Q3 2025
VVisa Inc.	$236K	0.08%	0.00%	+3.1%	Q4 2020
BNYBank of New York Mellon Corp	$235K	0.08%	0.00%	+0.5%	Q4 2016
TRMBTrimble Inc.	$228K	0.08%	0.00%	-5.0%	Q2 2025
COSTCostco Wholesale Corp	$227K	0.08%	0.00%	Not reported	Q3 2020
GSGoldman Sachs Group Inc	$220K	0.08%	0.00%	New	Q4 2025
APHAmphenol Corp	$216K	0.08%	0.00%	-29.4%	Q3 2025

Q3 2025Reported Oct 16, 202551 positions
MSFTMicrosoft Corp	$25.6M	9.20%	0.00%	+0.1%	Q4 2016
AAPLApple Inc.	$14M	5.04%	0.00%	-0.4%	Q4 2016
AMZNAmazon Com Inc	$9.93M	3.57%	0.00%	-0.2%	Q1 2017
CORCencora, Inc.	$7.02M	2.52%	0.01%	-1.3%	Q4 2016
GOOGLAlphabet Inc.	$6.75M	2.43%	0.00%	-0.8%	Q1 2020
AVGOBroadcom Inc.	$6.18M	2.22%	0.00%	+0.6%	Q1 2023
SCHWSchwab Charles Corp	$5.79M	2.08%	0.00%	-2.7%	Q1 2021
RKTRocket Companies, Inc.	$5.3M	1.91%	Not reported	+1.1%	Q4 2024
GEGeneral Electric Co	$4.34M	1.56%	0.00%	-2.1%	Q4 2024
TMUST-Mobile US, Inc.	$3.15M	1.13%	0.00%	-46.5%	Q1 2021
DTEDte Energy Co	$3.12M	1.12%	0.01%	-0.3%	Q3 2024
WMTWalmart Inc.	$2.91M	1.04%	0.00%	Not reported	Q1 2023
NINisource Inc.	$2.79M	1.00%	0.01%	+0.2%	Q1 2025
MAAMid America Apartment Communities Inc.	$2.45M	0.88%	0.02%	-9.9%	Q3 2024
MAMastercard Inc	$2.23M	0.80%	0.00%	-0.7%	Q4 2024
MDTMedtronic plc	$2.14M	0.77%	0.00%	-15.9%	Q3 2019
ADSKAutodesk, Inc.	$1.87M	0.67%	0.00%	-13.5%	Q4 2020
CEFSprott Physical Gold & Silver Trust	$1.57M	0.57%	0.02%	Not reported	Q1 2022
NVDANvidia Corp	$1.5M	0.54%	0.00%	+15.6%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$1.34M	0.48%	Not reported	-0.2%	Q1 2017
UNHUnitedhealth Group Inc	$1.27M	0.46%	0.00%	0.0%	Q4 2016
NFLXNetflix Inc	$1.23M	0.44%	0.00%	-0.1%	Q4 2016
PSLVSprott Physical Silver Trust	$1.02M	0.37%	0.01%	Not reported	Q1 2021
ABTAbbott Laboratories	$958K	0.34%	0.00%	Not reported	Q4 2016
METAMeta Platforms, Inc.	$948K	0.34%	Not reported	-3.0%	Q2 2017
AMGNAmgen Inc	$631K	0.23%	0.00%	+29.4%	Q4 2016
JPMJPMorgan Chase & Co	$628K	0.23%	0.00%	+13.9%	Q4 2016
TSLATesla, Inc.	$620K	0.22%	0.00%	-7.0%	Q3 2020
GLWCorning Inc	$546K	0.20%	0.00%	-15.2%	Q4 2016
BACBank of America Corp	$480K	0.17%	0.00%	+0.4%	Q4 2016
PHParker-Hannifin Corp	$440K	0.16%	0.00%	Not reported	Q1 2021
AGFirst Majestic Silver Corp	$422K	0.15%	0.01%	Not reported	Q1 2021
KGCKinross Gold Corp	$373K	0.13%	0.00%	Not reported	Q2 2021
BXBlackstone Inc.	$332K	0.12%	0.00%	-3.0%	Q3 2018
DJTTrump Media & Technology Group Corp.	$328K	0.12%	0.01%	Not reported	Q3 2023
CFGCitizens Financial Group Inc	$326K	0.12%	0.00%	+0.9%	Q4 2018
FFord Motor Co	$321K	0.12%	0.00%	+16.2%	Q1 2017
PFEPfizer Inc	$312K	0.11%	0.00%	Not reported	Q1 2024
GOOGAlphabet Inc.	$289K	0.10%	Not reported	Not reported	Q1 2021
TAt&T Inc.	$286K	0.10%	0.00%	+3.1%	Q2 2020
DJTWWTrump Media & Technology Group Corp.	$283K	0.10%	Not reported	Not reported	Q3 2023
APHAmphenol Corp	$280K	0.10%	0.00%	New	Q3 2025
WMWaste Management Inc	$265K	0.10%	0.00%	+0.8%	Q4 2020
TRMBTrimble Inc.	$251K	0.09%	0.00%	Not reported	Q2 2025
COSTCostco Wholesale Corp	$243K	0.09%	0.00%	-28.1%	Q3 2020
MOSMosaic Co	$243K	0.09%	0.00%	Not reported	Q1 2022
GEVGE Vernova Inc.	$227K	0.08%	0.00%	New	Q3 2025
VVisa Inc.	$223K	0.08%	0.00%	Not reported	Q4 2020
BNYBank of New York Mellon Corp	$219K	0.08%	0.00%	Not reported	Q4 2016
MSIMotorola Solutions, Inc.	$212K	0.08%	0.00%	Not reported	Q4 2024

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