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: $281.5M91 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$896K	0.3%Prev: 0.3%	7,154 SH	Decreased
ADVANCED MICRO DEVICES INC	COM	$244K	0.1%	1,140 SH	New
ALPHABET INC	CAP STK CL A	$8.4M	3.0%Prev: 2.4%	26,960 SH	Increased-827 SH
ALPHABET INC	CAP STK CL C	$419K	0.1%Prev: 0.1%	1,335 SH	Increased+150 SH
AMAZON COM INC	COM	$10.3M	3.7%Prev: 3.6%	44,579 SH	Increased-636 SH
AMGEN INC	COM	$731K	0.3%Prev: 0.2%	2,235 SH	Increased
AMPHENOL CORP NEW	CL A	$216K	0.1%Prev: 0.1%	1,597 SH	Decreased-665 SH
APPLE INC	COM	$15.1M	5.3%Prev: 5.0%	55,382 SH	Increased+324 SH
AUTODESK INC	COM	$1.7M	0.6%Prev: 0.7%	5,585 SH	Decreased-315 SH
BANK AMERICA CORP	COM	$531K	0.2%Prev: 0.2%	9,653 SH	Increased+355 SH
BANK NEW YORK MELLON CORP	COM	$235K	0.1%Prev: 0.1%	2,020 SH	Increased+10 SH
BLACKSTONE INC	COM	$300K	0.1%Prev: 0.1%	1,944 SH	Decreased
BROADCOM INC	COM	$5.6M	2.0%Prev: 2.2%	16,182 SH	Decreased-2,557 SH
CAMDEN PPTY TR	SH BEN INT	$1.0M	0.4%	9,110 SH	New
CAPITAL GROUP NEW GEOGRAPHY	SHS	$7.4M	2.6%Prev: 2.5%	231,396 SH	Increased+7,946 SH
CATERPILLAR INC	COM	$289K	0.1%	504 SH	New
CENCORA INC	COM	$6.5M	2.3%Prev: 2.5%	19,390 SH	Decreased-3,075 SH
CITIZENS FINL GROUP INC	COM	$361K	0.1%Prev: 0.1%	6,180 SH	Increased+52 SH
CORNING INC	COM	$531K	0.2%Prev: 0.2%	6,062 SH	Decreased-589 SH
COSTCO WHSL CORP NEW	COM	$227K	0.1%Prev: 0.1%	263 SH	Decreased
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.9M	1.0%Prev: 1.0%	90,112 SH	Increased+2,993 SH
DTE ENERGY CO	COM	$2.9M	1.0%Prev: 1.1%	22,208 SH	Decreased+154 SH
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$5.8M	2.0%Prev: 2.0%	150,818 SH	Increased-811 SH
FIDELITY COVINGTON TRUST	ENHANCED SMALL	$3.4M	1.2%Prev: 1.2%	89,676 SH	Increased+1,342 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$5.9M	2.1%Prev: 1.4%	127,286 SH	Increased+43,633 SH
FIRST MAJESTIC SILVER CORP	COM	$1.2M	0.4%Prev: 0.2%	70,150 SH	Increased+35,850 SH
FORD MTR CO	COM	$354K	0.1%Prev: 0.1%	26,964 SH	Increased+159 SH
GE AEROSPACE	COM NEW	$4.4M	1.6%Prev: 1.6%	14,223 SH	Increased-206 SH
GE VERNOVA INC	COM	$241K	0.1%Prev: 0.1%	369 SH	Increased
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$16.0M	5.7%Prev: 6.0%	121,238 SH	Decreased-7,002 SH
GOLDMAN SACHS GROUP INC	COM	$220K	0.1%	250 SH	New
HYCROFT MINING HOLDING CORP	CL A NEW	$952K	0.3%	40,060 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$223K	0.1%Prev: 0.1%	10,117 SH	Decreased-531 SH
ISHARES TR	0-3 MNTH TREASRY	$4.4M	1.6%Prev: 2.0%	44,203 SH	Decreased-12,372 SH
ISHARES TR	7-10 YR TRSY BD	$11.8M	4.2%Prev: 3.7%	122,809 SH	Increased+16,147 SH
ISHARES TR	CORE MSCI EAFE	$19.0M	6.8%Prev: 6.5%	212,523 SH	Increased+4,172 SH
ISHARES TR	CORE S&P SCP ETF	$778K	0.3%Prev: 0.3%	6,472 SH	Increased
ISHARES TR	CORE S&P500 ETF	$4.6M	1.6%Prev: 1.6%	6,658 SH	Increased-115 SH
ISHARES TR	IBONDS DEC 2031	$251K	0.1%Prev: 0.1%	11,863 SH	Decreased-1,671 SH
ISHARES TR	INTL EQTY FACTOR	$1.5M	0.5%Prev: 0.5%	39,487 SH	Increased-1,055 SH
ISHARES TR	MBS ETF	$260K	0.1%Prev: 2.5%	2,730 SH	Decreased-70,910 SH
ISHARES TR	MSCI EAFE ETF	$716K	0.3%Prev: 0.3%	7,458 SH	Increased-32 SH
ISHARES TR	MSCI USA MMENTM	$287K	0.1%Prev: 0.1%	1,145 SH	Decreased-145 SH
ISHARES TR	MSCI USA QLT FCT	$4.8M	1.7%Prev: 1.7%	24,365 SH	Increased-350 SH
ISHARES TR	RUS 1000 GRW ETF	$211K	0.1%Prev: 0.1%	446 SH	Increased
ISHARES TR	TRUST ISHARE 0-1	$1.1M	0.4%	9,647 SH	New
JANUS DETROIT STR TR	HENDERSON MTG	$255K	0.1%Prev: 2.3%	5,576 SH	Decreased-136,224 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$6.0M	2.1%Prev: 3.0%	118,320 SH	Decreased-44,119 SH
JPMORGAN CHASE & CO.	COM	$627K	0.2%Prev: 0.2%	1,947 SH	Decreased-44 SH
KINROSS GOLD CORP	COM	$422K	0.2%Prev: 0.1%	15,000 SH	Increased
MASTERCARD INCORPORATED	CL A	$2.2M	0.8%Prev: 0.8%	3,844 SH	Decreased-74 SH
MEDTRONIC PLC	SHS	$2.2M	0.8%Prev: 0.8%	22,593 SH	Increased+76 SH
META PLATFORMS INC	CL A	$852K	0.3%Prev: 0.3%	1,291 SH	Decreased
MICROSOFT CORP	COM	$22.9M	8.1%Prev: 9.2%	47,282 SH	Decreased-2,111 SH
MID-AMER APT CMNTYS INC	COM	$1.3M	0.5%Prev: 0.9%	9,232 SH	Decreased-8,336 SH
MORGAN STANLEY ETF TRUST	CALVERT INTERNAT	$250K	0.1%Prev: 0.1%	3,500 SH	Increased
MORGAN STANLEY ETF TRUST	CALVERT US LARCP	$872K	0.3%	10,350 SH	New
NETFLIX INC	COM	$1.1M	0.4%Prev: 0.4%	11,730 SH	Decreased+10,701 SH
NISOURCE INC	COM	$2.7M	1.0%Prev: 1.0%	64,388 SH	Decreased-60 SH
NVIDIA CORPORATION	COM	$2.9M	1.0%Prev: 0.5%	15,369 SH	Increased+7,338 SH
PARKER-HANNIFIN CORP	COM	$511K	0.2%Prev: 0.2%	581 SH	Increased
PFIZER INC	COM	$319K	0.1%Prev: 0.1%	12,829 SH	Increased+573 SH
ROCKET COS INC	COM CL A	$5.3M	1.9%Prev: 1.9%	272,902 SH	Decreased-623 SH
SAIA INC	COM	$1.4M	0.5%	4,200 SH	New
SCHWAB CHARLES CORP	COM	$6.0M	2.1%Prev: 2.1%	60,344 SH	Increased-341 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.0M	1.0%Prev: 1.0%	112,648 SH	Increased+795 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.3M	0.5%Prev: 0.5%	48,482 SH	Increased-161 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$10.3M	3.7%Prev: 3.6%	342,595 SH	Increased+5,727 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$244K	0.1%Prev: 0.1%	8,552 SH	Increased+88 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$447K	0.2%	3,106 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$495K	0.2%Prev: 0.2%	11,143 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$1.4M	0.5%Prev: 0.5%	2,027 SH	Increased+10 SH
SPDR SERIES TRUST	STATE STREET SPD	$14.7M	5.2%	182,660 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$3.9M	1.4%Prev: 0.4%	163,800 SH	Increased+98,800 SH
SPROTT ETF TRUST	JR GOLD MINERS E	$242K	0.1%Prev: 0.1%	2,876 SH	Increased
T ROWE PRICE ETF INC	CAP APPRECIATION	$3.1M	1.1%Prev: 1.1%	80,387 SH	Increased+1,253 SH
T ROWE PRICE ETF INC	US EQUITY RESEAR	$3.0M	1.1%Prev: 1.0%	69,313 SH	Increased+635 SH
T-MOBILE US INC	COM	$2.6M	0.9%Prev: 1.1%	12,946 SH	Decreased-212 SH
TESLA INC	COM	$627K	0.2%Prev: 0.2%	1,395 SH	Increased
TRIMBLE INC	COM	$228K	0.1%Prev: 0.1%	2,916 SH	Decreased-152 SH
TRINITY INDS INC	COM	$264K	0.1%	10,000 SH	New
TRUMP MEDIA & TECHNOLOGY GRO	COM	$132K	0.0%Prev: 0.1%	10,000 SH	Decreased-10,000 SH
UNITEDHEALTH GROUP INC	COM	$1.2M	0.4%Prev: 0.5%	3,688 SH	Decreased+3 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$8.2M	2.9%	170,448 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$1.9M	0.7%Prev: 0.7%	6,510 SH	Decreased-66 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.5M	0.5%Prev: 0.3%	30,244 SH	Increased+11,079 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$247K	0.1%Prev: 0.1%	4,114 SH	Increased+541 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.4%Prev: 0.4%	5,495 SH	Increased
VANGUARD WELLINGTON FD	US MOMENTUM	$4.9M	1.8%Prev: 1.8%	25,877 SH	Decreased-354 SH
VISA INC	COM CL A	$236K	0.1%Prev: 0.1%	672 SH	Increased+20 SH
WALMART INC	COM	$3.1M	1.1%Prev: 1.0%	27,860 SH	Increased-330 SH

Sold (vs prior filing)

AT&T INC — $286K
ISHARES TR — $1.9M
MOSAIC CO NEW — $243K
MOTOROLA SOLUTIONS INC — $212K
NEW FOUND GOLD CORP — $59K
SELECT SECTOR SPDR TR — $438K
SPDR SERIES TRUST — $759K
SPDR SERIES TRUST — $11.9M
SPROTT ASSET MANAGEMENT LP — $1.6M
TRUMP MEDIA & TECHNOLOGY GRO — $283K
WASTE MGMT INC DEL — $265K

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