StockDriftsStockDriftsTop 50 Lincoln Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 9.65% | 151.7K | $54.2M | -1.65%(-2.55K) | $39.88(+764.48%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.93% | 100.3K | $50.2M | -1.58%(-1.60K) | $200.54(+149.99%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 7.33% | 55 | $41.2M | +0.00%(+0) | $358437.27(+108.52%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 6.21% | 17.9K | $34.9M | -1.75%(-319) | $891.17(+105.87%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 5.69% | 34.2K | $32.0M | -0.97%(-334) | $85.15(+1020.16%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 5.34% | 58.5K | $30.0M | -2.05%(-1.22K) | $89.25(+535.11%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.27% | 77.0K | $18.4M | -2.40%(-1.90K) | $54.68(+380.10%) | 2026-06-30 | |
| DHR | DANAHER CORP DEL | 3.09% | 91.3K | $17.4M | +7.74%(+6.56K) | $104.73(+93.31%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.9% | 56.3K | $16.3M | +0.48%(+267) | $97.66(+212.71%) | 2026-06-30 | |
| SBUX | STARBUCKS CORP | 2.78% | 152.7K | $15.6M | -2.30%(-3.60K) | $34.89(+209.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.03% | +44.42% | +8.17% | +48.07% |
| Top 20 Holdings Unweighted | +12.12% | +40.93% | +7.22% | +41.73% |
Lincoln Capital LLC reports $562.00M in US-listed equity holdings across 137 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (9.7%), BRK.B (8.9%) and BRK.A (7.3%). The top 20 holdings account for 72.08% of reported assets. Its disclosed equity book has returned +44.42% 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.
Sign up free to track Lincoln Capital LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Lincoln Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633862). View Lincoln Capital LLC’s 13F filings on SEC