StockDriftsStockDriftsTop 50 Lincoln Capital CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 7.53% | 263.6K | $23.2M | +21.13%(+45.97K) | $71.49(+27.65%) | 2026-06-30 | |
| IEFA | ISHARES TR | 6.82% | 217.4K | $21.0M | +1.43%(+3.06K) | $65.72(+54.18%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.06% | 41.8K | $15.6M | -2.06%(-880) | $79.47(+511.65%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.77% | 50.7K | $14.7M | -6.65%(-3.61K) | $58.97(+417.82%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 4.18% | 349.3K | $12.9M | +2.11%(+7.21K) | $19.00(+93.12%) | 2026-06-30 | |
| IEF | ISHARES TR | 3.89% | 126.4K | $12.0M | +2.51%(+3.10K) | $95.23(-2.38%) | 2026-06-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 3.72% | 80.6K | $11.4M | -24.20%(-25.75K) | $73.18(+103.27%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.19% | 27.4K | $9.8M | -0.67%(-185) | $76.99(+347.74%) | 2026-06-30 | |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 2.95% | 242.5K | $9.1M | +2.94%(+6.92K) | $26.42(+39.71%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.79% | 36.1K | $8.6M | -2.52%(-931) | $112.75(+132.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.58% | +46.54% | +7.00% | +40.28% |
| Top 20 Holdings Unweighted | +14.64% | +50.67% | +6.35% | +36.04% |
Lincoln Capital CORP reports $307.76M in US-listed equity holdings across 99 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (7.5%), IEFA (6.8%) and MSFT (5.1%). The top 20 holdings account for 65.49% of reported assets. Its disclosed equity book has returned +46.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lincoln Capital CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 872359). View Lincoln Capital CORP’s 13F filings on SEC