Top 50 Lincoln Capital Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 7.14% | 214.3K | $19.4M | +0.85%(+1.80K) | $65.34(+46.06%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 6.13% | 217.6K | $16.7M | +24.12%(+42.29K) | $69.45(+22.66%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.81% | 42.7K | $15.8M | -9.76%(-4.62K) | $79.47(+417.66%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.08% | 54.3K | $13.8M | -1.89%(-1.05K) | $58.87(+382.71%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 4.9% | 106.4K | $13.3M | -12.24%(-14.84K) | $73.18(+88.69%) | 2026-03-31 | |
| IEF | ISHARES TR | 4.33% | 123.3K | $11.8M | +0.43%(+534) | $95.24(-0.74%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 3.9% | 342.1K | $10.6M | -0.14%(-484) | $18.70(+84.12%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.03% | 171.5K | $8.2M | +0.63%(+1.07K) | $48.89(-2.04%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.92% | 27.6K | $7.9M | +2.50%(+674) | $76.99(+404.52%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.84% | 37.0K | $7.7M | -17.01%(-7.58K) | $112.75(+142.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.28% | +41.55% |
| Top 20 Holdings Unweighted | +12.93% | +44.01% |
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