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Lincoln Capital Corp

Portfolio Manager
Lincoln Capital Corp
Performance
-6.40% (2026 Q1)
AUM (13F)
$271.70M
# of Holdings
99
Performance Rank
Allocation (Top 20)
66.41%

Lincoln Capital Corp Holdings Map

Top 50 Lincoln Capital Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IEFA
ISHARES TR
7.14%214.3K$19.4M
+0.85%(+1.80K)
2025-Q1: 206.2K shares2025-Q2: 210.8K shares2025-Q3: 208.4K shares2025-Q4: 212.5K shares2026-Q1: 214.3K shares
$65.34(+46.06%)
2026-03-31
SPYM
SPDR SERIES TRUST
6.13%217.6K$16.7M
+24.12%(+42.29K)
2025-Q1: 99.5K shares2025-Q2: 113.1K shares2025-Q3: 152.2K shares2025-Q4: 175.3K shares2026-Q1: 217.6K shares
$69.45(+22.66%)
2026-03-31
MSFT
MICROSOFT CORP
5.81%42.7K$15.8M
-9.76%(-4.62K)
2025-Q1: 49.5K shares2025-Q2: 49.3K shares2025-Q3: 49.4K shares2025-Q4: 47.3K shares2026-Q1: 42.7K shares
$79.47(+417.66%)
2026-03-31
AAPL
APPLE INC
5.08%54.3K$13.8M
-1.89%(-1.05K)
2025-Q1: 59.2K shares2025-Q2: 55.2K shares2025-Q3: 55.1K shares2025-Q4: 55.4K shares2026-Q1: 54.3K shares
$58.87(+382.71%)
2026-03-31
GSLC
GOLDMAN SACHS ETF TR
4.9%106.4K$13.3M
-12.24%(-14.84K)
2025-Q1: 119.6K shares2025-Q2: 130.5K shares2025-Q3: 128.2K shares2025-Q4: 121.2K shares2026-Q1: 106.4K shares
$73.18(+88.69%)
2026-03-31
IEF
ISHARES TR
4.33%123.3K$11.8M
+0.43%(+534)
2025-Q1: 102.3K shares2025-Q2: 103.7K shares2025-Q3: 106.7K shares2025-Q4: 122.8K shares2026-Q1: 123.3K shares
$95.24(-0.74%)
2026-03-31
SCHM
SCHWAB STRATEGIC TR
3.9%342.1K$10.6M
-0.14%(-484)
2025-Q1: 332.8K shares2025-Q2: 337.0K shares2025-Q3: 336.9K shares2025-Q4: 342.6K shares2026-Q1: 342.1K shares
$18.70(+84.12%)
2026-03-31
BNDX
VANGUARD CHARLOTTE FDS
3.03%171.5K$8.2M
+0.63%(+1.07K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 170.4K shares2026-Q1: 171.5K shares
$48.89(-2.04%)
2026-03-31
GOOGL
ALPHABET INC
2.92%27.6K$7.9M
+2.50%(+674)
2025-Q1: 28.1K shares2025-Q2: 28.0K shares2025-Q3: 27.8K shares2025-Q4: 27.0K shares2026-Q1: 27.6K shares
$76.99(+404.52%)
2026-03-31
AMZN
AMAZON COM INC
2.84%37.0K$7.7M
-17.01%(-7.58K)
2025-Q1: 45.0K shares2025-Q2: 45.3K shares2025-Q3: 45.2K shares2025-Q4: 44.6K shares2026-Q1: 37.0K shares
$112.75(+142.62%)
2026-03-31

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