StockDriftsStockDriftsTop 50 Lincoln Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 9.28% | 154.1K | $52.9M | +1.60%(+2.43K) | $44.78(+668.62%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.74% | 100.0K | $49.9M | -0.26%(-261) | $200.54(+165.40%) | 2026-09-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 7.2% | 55 | $41.1M | +0.00%(+0) | $358437.27(+122.83%) | 2026-09-30 | |
| MA | MASTERCARD INCORPORATED | 5.66% | 58.2K | $32.3M | -0.36%(-212) | $89.25(+590.63%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 5.44% | 34.0K | $31.0M | -0.72%(-248) | $85.15(+1069.12%) | 2026-09-30 | |
| MKL | MARKEL GROUP INC | 5.36% | 17.8K | $30.6M | -0.31%(-55) | $891.17(+108.25%) | 2026-09-30 | |
| DHR | DANAHER CORP DEL | 3.84% | 98.3K | $21.9M | +7.68%(+7.01K) | $111.95(+100.47%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.73% | 41.6K | $21.3M | -0.17%(-72) | $88.18(+505.06%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.35% | 76.9K | $19.1M | -0.22%(-172) | $54.68(+379.94%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.28% | 56.4K | $18.7M | +0.21%(+116) | $98.09(+249.60%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.91% | +43.96% | +8.16% | +48.04% |
| Top 20 Holdings Unweighted | +12.66% | +42.98% | +7.53% | +43.74% |
Lincoln Capital LLC reports $570.31M in US-listed equity holdings across 138 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (9.3%), BRK.B (8.7%) and BRK.A (7.2%). The top 20 holdings account for 72.78% of reported assets. Its disclosed equity book has returned +43.96% on a three-year cumulative basis. Figures reflect the Q3 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 LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633862). View Lincoln Capital LLC’s 13F filings on SEC