LINCOLN CAPITAL CORP

CIK 0000872359 • 6 13F filings • Apr 28, 2025 – Jul 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $278.1M90 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$958K	0.3%	7,154 SH	New
ALPHABET INC	CAP STK CL A	$6.8M	2.4%Prev: 3.2%	27,787 SH	Decreased+338 SH
ALPHABET INC	CAP STK CL C	$289K	0.1%Prev: 0.1%	1,185 SH	Decreased+100 SH
AMAZON COM INC	COM	$9.9M	3.6%Prev: 2.8%	45,215 SH	Increased+9,149 SH
AMGEN INC	COM	$631K	0.2%Prev: 0.2%	2,235 SH	Increased+859 SH
AMPHENOL CORP NEW	CL A	$280K	0.1%	2,262 SH	New
APPLE INC	COM	$14.0M	5.0%Prev: 4.8%	55,058 SH	Decreased+4,339 SH
AT&T INC	COM	$286K	0.1%	10,132 SH	New
AUTODESK INC	COM	$1.9M	0.7%	5,900 SH	New
BANK AMERICA CORP	COM	$480K	0.2%	9,298 SH	New
BANK NEW YORK MELLON CORP	COM	$219K	0.1%	2,010 SH	New
BLACKSTONE INC	COM	$332K	0.1%Prev: 0.1%	1,944 SH	Increased+154 SH
BROADCOM INC	COM	$6.2M	2.2%Prev: 1.8%	18,739 SH	Increased+4,083 SH
CAPITAL GROUP NEW GEOGRAPHY	SHS	$6.9M	2.5%Prev: 3.0%	223,450 SH	Decreased-19,049 SH
CENCORA INC	COM	$7.0M	2.5%Prev: 1.8%	22,465 SH	Increased+3,184 SH
CITIZENS FINL GROUP INC	COM	$326K	0.1%Prev: 0.1%	6,128 SH	Decreased+872 SH
CORNING INC	COM	$546K	0.2%Prev: 0.5%	6,651 SH	Decreased+726 SH
COSTCO WHSL CORP NEW	COM	$243K	0.1%	263 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.7M	1.0%Prev: 1.2%	87,119 SH	Decreased-7,082 SH
DTE ENERGY CO	COM	$3.1M	1.1%	22,054 SH	New
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$5.7M	2.0%Prev: 2.1%	151,629 SH	Decreased-2,417 SH
FIDELITY COVINGTON TRUST	ENHANCED SMALL	$3.2M	1.2%	88,334 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$3.9M	1.4%Prev: 2.1%	83,653 SH	Decreased-55,865 SH
FIRST MAJESTIC SILVER CORP	COM	$422K	0.2%Prev: 0.2%	34,300 SH	Decreased-10,850 SH
FORD MTR CO	COM	$321K	0.1%Prev: 0.1%	26,805 SH	Increased+9,673 SH
GE AEROSPACE	COM NEW	$4.3M	1.6%Prev: 1.7%	14,429 SH	Decreased+273 SH
GE VERNOVA INC	COM	$227K	0.1%Prev: 0.2%	369 SH	Decreased-31 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$16.7M	6.0%Prev: 3.7%	128,240 SH	Increased+47,593 SH
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$233K	0.1%	10,648 SH	New
ISHARES TR	0-3 MNTH TREASRY	$5.7M	2.0%	56,575 SH	New
ISHARES TR	7-10 YR TRSY BD	$10.3M	3.7%Prev: 3.9%	106,662 SH	Decreased-19,782 SH
ISHARES TR	CORE MSCI EAFE	$18.2M	6.5%Prev: 6.8%	208,351 SH	Decreased-9,036 SH
ISHARES TR	CORE S&P SCP ETF	$769K	0.3%Prev: 0.3%	6,472 SH	Decreased-10 SH
ISHARES TR	CORE S&P500 ETF	$4.5M	1.6%Prev: 1.4%	6,773 SH	Increased+1,181 SH
ISHARES TR	IBONDS DEC 2031	$287K	0.1%Prev: 0.1%	13,534 SH	Increased+1,705 SH
ISHARES TR	INTL EQTY FACTOR	$1.5M	0.5%Prev: 0.5%	40,542 SH	Decreased+1,198 SH
ISHARES TR	MBS ETF	$7.0M	2.5%Prev: 0.1%	73,640 SH	Increased+70,967 SH
ISHARES TR	MSCI EAFE ETF	$699K	0.3%Prev: 0.2%	7,490 SH	Decreased+212 SH
ISHARES TR	MSCI USA MMENTM	$331K	0.1%Prev: 0.1%	1,290 SH	Decreased+145 SH
ISHARES TR	MSCI USA QLT FCT	$4.8M	1.7%Prev: 1.7%	24,715 SH	Decreased+572 SH
ISHARES TR	RUS 1000 GRW ETF	$209K	0.1%	446 SH	New
ISHARES TR	SHORT TREAS BD	$1.9M	0.7%	16,799 SH	New
JANUS DETROIT STR TR	HENDERSON MTG	$6.5M	2.3%Prev: 0.1%	141,800 SH	Increased+136,346 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$8.2M	3.0%Prev: 2.0%	162,439 SH	Increased+41,599 SH
JPMORGAN CHASE & CO.	COM	$628K	0.2%	1,991 SH	New
KINROSS GOLD CORP	COM	$373K	0.1%	15,000 SH	New
MASTERCARD INCORPORATED	CL A	$2.2M	0.8%Prev: 0.3%	3,918 SH	Increased+2,021 SH
MEDTRONIC PLC	SHS	$2.1M	0.8%	22,517 SH	New
META PLATFORMS INC	CL A	$948K	0.3%Prev: 0.2%	1,291 SH	Increased-38 SH
MICROSOFT CORP	COM	$25.6M	9.2%Prev: 5.1%	49,393 SH	Increased+7,608 SH
MID-AMER APT CMNTYS INC	COM	$2.5M	0.9%Prev: 0.3%	17,568 SH	Increased+10,182 SH
MORGAN STANLEY ETF TRUST	CALVERT INTERNAT	$239K	0.1%	3,500 SH	New
MOSAIC CO NEW	COM	$243K	0.1%	7,000 SH	New
MOTOROLA SOLUTIONS INC	COM NEW	$212K	0.1%	463 SH	New
NETFLIX INC	COM	$1.2M	0.4%	1,029 SH	New
NEW FOUND GOLD CORP	COM	$59K	0.0%	25,000 SH	New
NISOURCE INC	COM	$2.8M	1.0%Prev: 1.0%	64,448 SH	Decreased-574 SH
NVIDIA CORPORATION	COM	$1.5M	0.5%Prev: 1.0%	8,031 SH	Decreased-7,031 SH
PARKER-HANNIFIN CORP	COM	$440K	0.2%Prev: 0.2%	581 SH	Decreased-149 SH
PFIZER INC	COM	$312K	0.1%Prev: 0.1%	12,256 SH	Decreased-974 SH
ROCKET COS INC	COM CL A	$5.3M	1.9%Prev: 1.4%	273,525 SH	Increased-8,857 SH
SCHWAB CHARLES CORP	COM	$5.8M	2.1%Prev: 1.8%	60,685 SH	Increased+736 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.9M	1.0%Prev: 1.0%	111,853 SH	Decreased+554 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.3M	0.5%Prev: 0.5%	48,643 SH	Decreased+161 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$10.0M	3.6%Prev: 4.2%	336,868 SH	Decreased-12,455 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$236K	0.1%Prev: 0.1%	8,464 SH	Decreased-21 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$438K	0.2%	1,553 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$477K	0.2%	11,143 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.3M	0.5%	2,017 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$759K	0.3%	8,268 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$11.9M	4.3%	152,182 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$1.6M	0.6%	42,900 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$1.0M	0.4%Prev: 0.6%	65,000 SH	Decreased-32,800 SH
SPROTT ETF TRUST	JR GOLD MINERS E	$206K	0.1%	2,876 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$3.0M	1.1%	79,134 SH	New
T ROWE PRICE ETF INC	US EQUITY RESEAR	$2.9M	1.0%	68,678 SH	New
T-MOBILE US INC	COM	$3.1M	1.1%	13,158 SH	New
TESLA INC	COM	$620K	0.2%Prev: 0.2%	1,395 SH	Decreased-95 SH
TRIMBLE INC	COM	$251K	0.1%	3,068 SH	New
TRUMP MEDIA & TECHNOLOGY GRO	*W EXP 03/25/202	$283K	0.1%	35,000 SH	New
TRUMP MEDIA & TECHNOLOGY GRO	COM	$328K	0.1%Prev: 0.0%	20,000 SH	Increased+10,000 SH
UNITEDHEALTH GROUP INC	COM	$1.3M	0.5%Prev: 0.6%	3,685 SH	Decreased-760 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.9M	0.7%Prev: 0.7%	6,576 SH	Decreased-19,387 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$960K	0.3%Prev: 0.5%	19,165 SH	Decreased-12,424 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$214K	0.1%Prev: 0.1%	3,573 SH	Decreased-667 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.4%Prev: 0.4%	5,495 SH	Decreased
VANGUARD WELLINGTON FD	US MOMENTUM	$5.0M	1.8%Prev: 2.2%	26,231 SH	Decreased-340 SH
VISA INC	COM CL A	$223K	0.1%	652 SH	New
WALMART INC	COM	$2.9M	1.0%Prev: 1.0%	28,190 SH	Decreased+437 SH
WASTE MGMT INC DEL	COM	$265K	0.1%	1,201 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $454K
ABBVIE INC — $478K
ADVANCED MICRO DEVICES INC — $401K
APPLIED MATLS INC — $2.3M
BANK OF AMER CORP — $503K
BANK OF NY MELLON CORP — $295K
BLACKROCK ETF TRUST — $7.7M
BLACKROCK ETF TRUST II — $4.7M
CATERPILLAR INC — $505K
CENTENE CORP DEL — $215K
CENTERPOINT ENERGY INC — $3.4M
CISCO SYS INC — $551K
COSTCO WHOLESALE CORPORATION — $246K
CVS HEALTH CORP — $310K
ELI LILLY & CO — $252K
FIDELITY COVINGTON TRUST — $1.6M
FIDELITY COVINGTON TRUST — $5.3M
FIRST TR EXCHANGE-TRADED FD — $4.1M
HYCROFT MINING HOLDING CORP — $1.3M
ILLINOIS TOOL WKS INC — $270K
… and 24 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0000872359-26-000005	—	View
Jan 23, 2026	Q4 2025	13F-HR	0000872359-26-000001	$281.5M	View
Oct 16, 2025	Q3 2025