LINCOLN CAPITAL CORP

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

Import this data to Google Sheets with:

=jivedata("lincoln-capital-corp-0000872359-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $260.4M89 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$973K	0.4%	7,154 SH	New
ALPHABET INC	CAP STK CL A	$4.9M	1.9%Prev: 2.9%	28,018 SH	Decreased+384 SH
ALPHABET INC	CAP STK CL C	$210K	0.1%Prev: 0.1%	1,185 SH	Decreased
AMAZON COM INC	COM	$9.9M	3.8%Prev: 2.8%	45,309 SH	Increased+8,312 SH
AMGEN INC	COM	$482K	0.2%Prev: 0.3%	1,727 SH	Decreased-216 SH
APPLE INC	COM	$11.3M	4.4%Prev: 5.1%	55,249 SH	Decreased+916 SH
AT&T INC	COM	$285K	0.1%Prev: 0.1%	9,832 SH	Increased+2,482 SH
AUTODESK INC	COM	$2.1M	0.8%	6,820 SH	New
BANK AMERICA CORP	COM	$438K	0.2%Prev: 0.2%	9,265 SH	Decreased-824 SH
BLACKSTONE INC	COM	$300K	0.1%Prev: 0.1%	2,005 SH	Increased+126 SH
BROADCOM INC	COM	$5.1M	2.0%Prev: 1.7%	18,626 SH	Increased+3,845 SH
CAPITAL GROUP NEW GEOGRAPHY	SHS	$6.5M	2.5%Prev: 2.7%	225,950 SH	Decreased-9,632 SH
CENCORA INC	COM	$6.8M	2.6%Prev: 2.2%	22,750 SH	Increased+3,549 SH
CITIZENS FINL GROUP INC	COM	$272K	0.1%Prev: 0.1%	6,075 SH	Decreased+858 SH
CORNING INC	COM	$412K	0.2%Prev: 0.3%	7,840 SH	Decreased+1,967 SH
COSTCO WHSL CORP NEW	COM	$362K	0.1%	366 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.5M	1.0%Prev: 1.1%	88,057 SH	Decreased-2,975 SH
DTE ENERGY CO	COM	$2.9M	1.1%	22,117 SH	New
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$5.4M	2.1%Prev: 2.0%	156,134 SH	Decreased+7,661 SH
FIDELITY COVINGTON TRUST	ENHANCED SMALL	$2.8M	1.1%Prev: 1.4%	88,477 SH	Decreased-15,177 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$3.7M	1.4%Prev: 2.1%	81,947 SH	Decreased-43,547 SH
FIRST MAJESTIC SILVER CORP	COM	$284K	0.1%Prev: 0.6%	34,300 SH	Decreased-35,850 SH
FORD MTR CO	COM	$250K	0.1%Prev: 0.1%	23,072 SH	Increased+6,059 SH
FORTINET INC	COM	$231K	0.1%	2,183 SH	New
GE AEROSPACE	COM NEW	$3.8M	1.5%Prev: 1.5%	14,734 SH	Decreased+727 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$15.8M	6.1%Prev: 4.9%	130,453 SH	Increased+24,057 SH
GSK PLC	SPONSORED ADR	$213K	0.1%	5,550 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$268K	0.1%	910 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$323K	0.1%	15,017 SH	New
ISHARES TR	0-3 MNTH TREASRY	$3.4M	1.3%Prev: 0.1%	33,849 SH	Increased+30,770 SH
ISHARES TR	7-10 YR TRSY BD	$9.9M	3.8%Prev: 4.3%	103,742 SH	Decreased-19,601 SH
ISHARES TR	CORE MSCI EAFE	$17.6M	6.8%Prev: 7.1%	210,799 SH	Decreased-3,523 SH
ISHARES TR	CORE S&P SCP ETF	$707K	0.3%Prev: 0.3%	6,472 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$4.6M	1.8%Prev: 1.3%	7,381 SH	Increased+1,779 SH
ISHARES TR	IBONDS DEC 2031	$307K	0.1%Prev: 0.1%	14,604 SH	Increased+3,800 SH
ISHARES TR	INTL EQTY FACTOR	$1.6M	0.6%Prev: 0.6%	46,920 SH	Increased+7,583 SH
ISHARES TR	MBS ETF	$6.8M	2.6%Prev: 0.1%	72,433 SH	Increased+69,760 SH
ISHARES TR	MSCI EAFE ETF	$674K	0.3%Prev: 0.3%	7,538 SH	Decreased+117 SH
ISHARES TR	MSCI USA MMENTM	$311K	0.1%Prev: 0.1%	1,296 SH	Increased+151 SH
ISHARES TR	MSCI USA QLT FCT	$7.0M	2.7%Prev: 1.7%	38,506 SH	Increased+14,501 SH
ISHARES TR	SHORT TREAS BD	$1.8M	0.7%	16,169 SH	New
JANUS DETROIT STR TR	HENDERSON MTG	$6.2M	2.4%Prev: 0.1%	136,862 SH	Increased+131,408 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$8.0M	3.1%Prev: 2.2%	157,854 SH	Increased+40,698 SH
JPMORGAN CHASE & CO.	COM	$507K	0.2%	1,748 SH	New
KINROSS GOLD CORP	COM	$234K	0.1%	15,000 SH	New
MANULIFE FINL CORP	COM	$273K	0.1%	8,543 SH	New
MARRIOTT INTL INC NEW	CL A	$241K	0.1%	882 SH	New
MASTERCARD INCORPORATED	CL A	$2.2M	0.9%Prev: 0.4%	3,944 SH	Increased+2,040 SH
MEDTRONIC PLC	SHS	$2.3M	0.9%Prev: 0.1%	26,782 SH	Increased+24,145 SH
META PLATFORMS INC	CL A	$982K	0.4%Prev: 0.3%	1,331 SH	Increased-253 SH
MICROSOFT CORP	COM	$24.5M	9.4%Prev: 5.8%	49,335 SH	Increased+6,670 SH
MID-AMER APT CMNTYS INC	COM	$2.9M	1.1%Prev: 0.3%	19,495 SH	Increased+12,138 SH
MOSAIC CO NEW	COM	$255K	0.1%	7,000 SH	New
NETFLIX INC	COM	$1.4M	0.5%	1,030 SH	New
NEW FOUND GOLD CORP	COM	$36K	0.0%	25,000 SH	New
NISOURCE INC	COM	$2.6M	1.0%Prev: 1.1%	64,338 SH	Decreased-1,015 SH
NVIDIA CORPORATION	COM	$1.1M	0.4%Prev: 1.0%	6,946 SH	Decreased-8,095 SH
PARKER-HANNIFIN CORP	COM	$406K	0.2%Prev: 0.2%	581 SH	Decreased-148 SH
ROCKET COS INC	COM CL A	$3.8M	1.5%Prev: 1.5%	270,614 SH	Decreased-10,436 SH
SCHWAB CHARLES CORP	COM	$5.7M	2.2%Prev: 2.1%	62,343 SH	Increased+2,267 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.7M	1.0%Prev: 1.1%	113,969 SH	Decreased-67 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.2M	0.5%Prev: 0.5%	48,658 SH	Decreased+176 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$9.5M	3.6%Prev: 3.9%	337,024 SH	Decreased-5,087 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$214K	0.1%Prev: 0.1%	8,464 SH	Decreased-21 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$393K	0.2%	1,553 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$451K	0.2%	11,143 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.2M	0.5%	2,021 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$792K	0.3%	8,639 SH	New
SPDR SERIES TRUST	PORT MTG BK ETF	$221K	0.1%	9,999 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$8.2M	3.2%	113,123 SH	New
SPROTT PHYSICAL GOLD & SILVE	TR UNIT	$1.3M	0.5%	42,900 SH	New
SPROTT PHYSICAL SILVER TR	TR UNIT	$796K	0.3%	65,000 SH	New
STRYKER CORPORATION	COM	$203K	0.1%	513 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$2.7M	1.0%Prev: 1.0%	77,134 SH	Increased+2,486 SH
T ROWE PRICE ETF INC	US EQUITY RESEAR	$2.6M	1.0%Prev: 1.1%	67,339 SH	Decreased-2,936 SH
T-MOBILE US INC	COM	$5.9M	2.2%	24,582 SH	New
TESLA INC	COM	$476K	0.2%Prev: 0.2%	1,500 SH	Decreased+105 SH
TRANE TECHNOLOGIES PLC	SHS	$204K	0.1%	467 SH	New
TRIMBLE INC	COM	$233K	0.1%	3,068 SH	New
TRUMP MEDIA & TECHNOLOGY GRO	*W EXP 03/25/202	$400K	0.2%	35,000 SH	New
TRUMP MEDIA & TECHNOLOGY GRO	COM	$361K	0.1%Prev: 0.0%	20,000 SH	Increased+10,000 SH
UNITEDHEALTH GROUP INC	COM	$1.1M	0.4%Prev: 0.5%	3,686 SH	Decreased-1,006 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.9M	0.7%Prev: 0.7%	6,625 SH	Decreased+131 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$848K	0.3%Prev: 0.6%	17,296 SH	Decreased-13,672 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.4%Prev: 0.4%	5,495 SH	Decreased
VANGUARD WELLINGTON FD	US MOMENTUM	$4.5M	1.7%Prev: 1.9%	26,283 SH	Decreased+572 SH
VISA INC	COM CL A	$232K	0.1%	652 SH	New
WALMART INC	COM	$2.8M	1.1%Prev: 1.3%	28,190 SH	Decreased+775 SH
WASTE MGMT INC DEL	COM	$273K	0.1%	1,191 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $683K
APPLIED MATLS INC — $996K
BANK NEW YORK MELLON CORP — $241K
BLACKROCK ETF TRUST — $4.8M
BLACKROCK ETF TRUST II — $4.6M
BLOOM ENERGY CORP — $486K
CATERPILLAR INC — $355K
CENTERPOINT ENERGY INC — $3.4M
CISCO SYS INC — $286K
COMCAST CORP NEW — $244K
COSTCO WHOLESALE CORPORATION — $262K
CVS HEALTH CORP — $287K
ELI LILLY & CO — $273K
EXXON MOBIL CORP — $233K
FIDELITY COVINGTON TRUST — $1.4M
FIRST TR EXCHANGE-TRADED FD — $3.4M
GE VERNOVA INC — $353K
GOLDMAN SACHS GROUP INC — $212K
HYCROFT MINING HOLDING CORP — $1.9M
IMMUNIC INC — $23K
… and 20 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