Lincoln Capital LLC

CIK 0001633862 • 6 13F filings • May 13, 2025 – Jul 7, 2026

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Filer information

Filed by: Lincoln Capital LLC, CCO
Address: 6003 Old Cheney Road, Suite 350, LINCOLN, NE, 68516
Phone: 402-483-1400
AUM: $551.8M

AUM over time

$570.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $519.7M123 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$771K	0.1%Prev: 0.1%	2,580 SH	Increased
ALPHABET INC	CAP STK CL A	$28.1M	5.4%Prev: 8.4%	159,491 SH	Decreased+5,259 SH
ALPHABET INC	CAP STK CL C	$2.3M	0.4%Prev: 0.7%	13,149 SH	Decreased+652 SH
AMAZON COM INC	COM	$17.8M	3.4%Prev: 3.1%	81,345 SH	Increased+2,405 SH
AMERICAN EXPRESS CO	COM	$6.1M	1.2%Prev: 1.1%	19,174 SH	Increased+180 SH
AMERICAN TOWER CORP NEW	COM	$597K	0.1%	2,700 SH	New
AMPHENOL CORP NEW	CL A	$2.4M	0.5%	23,810 SH	New
APPLE INC	COM	$11.6M	2.2%Prev: 2.7%	56,460 SH	Decreased+425 SH
APPLIED MATLS INC	COM	$813K	0.2%Prev: 0.3%	4,439 SH	Decreased
AUTOMATIC DATA PROCESSING IN	COM	$643K	0.1%Prev: 0.1%	2,084 SH	Increased+517 SH
BANK AMERICA CORP	COM	$291K	0.1%Prev: 0.1%	6,161 SH	Decreased-800 SH
BANK NEW YORK MELLON CORP	COM	$5.7M	1.1%Prev: 1.3%	62,716 SH	Decreased+2,692 SH
BECTON DICKINSON & CO	COM	$2.4M	0.5%Prev: 0.4%	13,733 SH	Increased+1,898 SH
BERKLEY W R CORP	COM	$385K	0.1%Prev: 0.1%	5,236 SH	Increased-456 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$38.6M	7.4%Prev: 7.5%	53 SH	Decreased-2 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$46.6M	9.0%Prev: 9.2%	95,842 SH	Decreased-6,013 SH
BLACKROCK INC	COM	$2.7M	0.5%Prev: 0.4%	2,605 SH	Increased+296 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$1.3M	0.2%Prev: 0.2%	23,151 SH	Increased+2,891 SH
BROOKFIELD CORP	CL A LTD VT SH	$832K	0.2%Prev: 0.1%	13,457 SH	Increased-5,759 SH
BWX TECHNOLOGIES INC	COM	$238K	0.0%Prev: 0.1%	1,652 SH	Decreased-6 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$988K	0.2%Prev: 0.3%	26,742 SH	Decreased-8,254 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$516K	0.1%Prev: 0.2%	15,331 SH	Decreased-7,115 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$648K	0.1%Prev: 0.1%	16,405 SH	Decreased-889 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$665K	0.1%Prev: 0.2%	20,786 SH	Decreased-7,502 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$2.4M	0.5%Prev: 0.5%	57,854 SH	Decreased-7,106 SH
CAPITAL GROUP INTERNATIONAL	SHS	$399K	0.1%Prev: 0.1%	12,127 SH	Decreased+60 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$812K	0.2%Prev: 0.2%	29,912 SH	Decreased+2,340 SH
CAPITAL ONE FINL CORP	COM	$221K	0.0%	1,041 SH	New
CARRIER GLOBAL CORPORATION	COM	$11.9M	2.3%Prev: 1.6%	161,910 SH	Increased+12,924 SH
CATERPILLAR INC	COM	$905K	0.2%Prev: 0.3%	2,334 SH	Decreased-21 SH
CHEVRON CORP NEW	COM	$241K	0.0%	1,681 SH	New
CHUBB LIMITED	COM	$2.7M	0.5%	9,446 SH	New
CINCINNATI FINL CORP	COM	$1.5M	0.3%Prev: 0.3%	9,806 SH	Decreased-7 SH
CISCO SYS INC	COM	$282K	0.1%Prev: 0.1%	4,060 SH	Decreased+200 SH
COCA COLA CO	COM	$5.7M	1.1%Prev: 1.1%	80,479 SH	Decreased+1,252 SH
COLGATE PALMOLIVE CO	COM	$867K	0.2%Prev: 0.1%	9,537 SH	Increased+2,041 SH
COPART INC	COM	$4.1M	0.8%Prev: 0.9%	82,860 SH	Decreased-66,206 SH
COSTAR GROUP INC	COM	$1.7M	0.3%Prev: 0.1%	21,290 SH	Increased+5,597 SH
COSTCO WHSL CORP NEW	COM	$35.0M	6.7%	35,405 SH	New
DANAHER CORPORATION	COM	$17.3M	3.3%	87,638 SH	New
DEERE & CO	COM	$2.3M	0.4%Prev: 0.5%	4,464 SH	Decreased-8 SH
DIAGEO PLC	SPON ADR NEW	$4.9M	0.9%Prev: 0.1%	48,407 SH	Increased+38,544 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$278K	0.1%Prev: 0.1%	7,766 SH	Decreased
DISNEY WALT CO	COM	$10.5M	2.0%Prev: 1.4%	84,763 SH	Increased+8,551 SH
EATON CORP PLC	SHS	$415K	0.1%Prev: 0.1%	1,162 SH	Decreased
ECOLAB INC	COM	$1.9M	0.4%Prev: 0.3%	7,091 SH	Increased+519 SH
ESAB CORPORATION	COM	$1.5M	0.3%Prev: 0.2%	12,666 SH	Increased-5 SH
EXXON MOBIL CORP	COM	$784K	0.2%Prev: 0.2%	7,270 SH	Decreased+194 SH
FASTENAL CO	COM	$2.4M	0.5%Prev: 0.6%	57,966 SH	Decreased-12,022 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$225K	0.0%Prev: 0.1%	2,767 SH	Decreased+20 SH
GOLDMINING INC	COM	$8K	0.0%Prev: 0.0%	10,752 SH	Decreased
HAGERTY INC	CL A COM	$6.1M	1.2%Prev: 1.9%	607,309 SH	Decreased-343,343 SH
HENRY SCHEIN INC	COM	$475K	0.1%	6,500 SH	New
HERSHEY CO	COM	$483K	0.1%Prev: 0.1%	2,912 SH	Decreased-43 SH
HOME DEPOT INC	COM	$1.3M	0.3%Prev: 0.2%	3,585 SH	Increased+168 SH
IDEXX LABS INC	COM	$1.6M	0.3%Prev: 0.3%	3,030 SH	Decreased+40 SH
INTERNATIONAL BUSINESS MACHS	COM	$350K	0.1%Prev: 0.1%	1,187 SH	Increased-24 SH
ISHARES TR	CORE DIV GRWTH	$633K	0.1%Prev: 0.1%	9,892 SH	Increased+1,924 SH
ISHARES TR	CORE MSCI EAFE	$1.5M	0.3%Prev: 0.3%	18,141 SH	Decreased+631 SH
ISHARES TR	CORE S&P MCP ETF	$1.2M	0.2%Prev: 0.3%	20,072 SH	Decreased+90 SH
ISHARES TR	CORE S&P SCP ETF	$1.1M	0.2%Prev: 0.2%	10,071 SH	Decreased-225 SH
ISHARES TR	CORE S&P TTL STK	$209K	0.0%Prev: 0.0%	1,544 SH	Decreased+54 SH
ISHARES TR	CORE S&P500 ETF	$2.8M	0.5%Prev: 0.6%	4,486 SH	Decreased-62 SH
ISHARES TR	MSCI USA MIN VOL	$1000K	0.2%Prev: 0.2%	10,650 SH	Decreased-479 SH
ISHARES TR	RUSSELL 2000 ETF	$269K	0.1%Prev: 0.1%	1,246 SH	Decreased
JBT MAREL CORPORATION	COM	$679K	0.1%	5,646 SH	New
JOHNSON & JOHNSON	COM	$3.8M	0.7%Prev: 1.1%	24,608 SH	Decreased+1,005 SH
JPMORGAN CHASE & CO.	COM	$8.5M	1.6%	29,189 SH	New
LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	$4.3M	0.8%Prev: 1.3%	41,382 SH	Decreased-37,713 SH
LINDE PLC	SHS	$6.4M	1.2%Prev: 1.2%	13,729 SH	Decreased+462 SH
LOUISIANA PAC CORP	COM	$2.2M	0.4%Prev: 0.3%	25,099 SH	Increased+2,912 SH
MARKEL GROUP INC	COM	$35.2M	6.8%Prev: 6.6%	17,624 SH	Increased-557 SH
MARRIOTT INTL INC NEW	CL A	$7.2M	1.4%Prev: 1.6%	26,524 SH	Decreased+534 SH
MASTERCARD INCORPORATED	CL A	$34.7M	6.7%Prev: 5.6%	61,780 SH	Increased+2,099 SH
MCCORMICK & CO INC	COM NON VTG	$347K	0.1%	4,580 SH	New
MCDONALDS CORP	COM	$9.5M	1.8%Prev: 1.9%	32,416 SH	Decreased+714 SH
META PLATFORMS INC	CL A	$819K	0.2%Prev: 0.1%	1,109 SH	Increased+158 SH
METTLER TOLEDO INTERNATIONAL	COM	$675K	0.1%Prev: 0.1%	575 SH	Decreased+15 SH
MICROSOFT CORP	COM	$21.8M	4.2%Prev: 3.0%	43,867 SH	Increased+1,223 SH
MOODYS CORP	COM	$6.0M	1.1%Prev: 0.9%	11,894 SH	Increased+868 SH
MSCI INC	COM	$1.4M	0.3%Prev: 0.2%	2,507 SH	Increased+389 SH
NIKE INC	CL B	$779K	0.1%Prev: 0.1%	10,962 SH	Increased+229 SH
NORTHERN TR CORP	COM	$295K	0.1%	2,328 SH	New
NVIDIA CORPORATION	COM	$954K	0.2%Prev: 0.2%	6,037 SH	Decreased+526 SH
OCCIDENTAL PETE CORP	COM	$3.0M	0.6%Prev: 0.8%	71,638 SH	Decreased+8,215 SH
ORACLE CORP	COM	$440K	0.1%Prev: 0.1%	2,011 SH	Increased-110 SH
OTIS WORLDWIDE CORP	COM	$7.3M	1.4%Prev: 1.0%	73,689 SH	Increased+5,814 SH
PEPSICO INC	COM	$2.1M	0.4%Prev: 0.5%	15,938 SH	Decreased+437 SH
PFIZER INC	COM	$267K	0.1%Prev: 0.1%	10,995 SH	Decreased+1,141 SH
PHILIP MORRIS INTL INC	COM	$286K	0.1%Prev: 0.1%	1,570 SH	Decreased-260 SH
PHILLIPS 66	COM	$535K	0.1%Prev: 0.2%	4,483 SH	Decreased+23 SH
PRICE T ROWE GROUP INC	COM	$232K	0.0%Prev: 0.0%	2,406 SH	Increased
PROCTER AND GAMBLE CO	COM	$996K	0.2%	6,251 SH	New
ROPER TECHNOLOGIES INC	COM	$7.6M	1.5%Prev: 0.1%	13,424 SH	Increased+12,370 SH
RTX CORPORATION	COM	$419K	0.1%Prev: 0.1%	2,866 SH	Decreased-22 SH
S&P GLOBAL INC	COM	$1.2M	0.2%Prev: 0.2%	2,356 SH	Increased+146 SH
SCHWAB CHARLES CORP	COM	$5.6M	1.1%Prev: 1.0%	61,560 SH	Increased+3,402 SH
SPDR GOLD TR	GOLD SHS	$309K	0.1%Prev: 0.0%	1,015 SH	Increased+430 SH
SPDR S&P 500 ETF TR	TR UNIT	$707K	0.1%	1,144 SH	New
SSR MINING IN	COM	$127K	0.0%	10,000 SH	New
STARBUCKS CORP	COM	$15.1M	2.9%Prev: 2.7%	164,909 SH	Increased+8,593 SH
STRYKER CORPORATION	COM	$704K	0.1%Prev: 0.1%	1,780 SH	Increased
SYSCO CORP	COM	$231K	0.0%	3,047 SH	New
TESLA INC	COM	$925K	0.2%Prev: 0.2%	2,911 SH	Decreased-68 SH
TRAVELERS COMPANIES INC	COM	$3.9M	0.7%Prev: 0.7%	14,532 SH	Increased+2,760 SH
UNILEVER PLC	SPON ADR NEW	$339K	0.1%Prev: 0.1%	5,542 SH	Increased+696 SH
UNION PAC CORP	COM	$4.9M	0.9%Prev: 0.9%	21,435 SH	Increased+1,564 SH
UNITED PARCEL SERVICE INC	CL B	$615K	0.1%	6,093 SH	New
US BANCORP DEL	COM NEW	$300K	0.1%	6,620 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$1.5M	0.3%Prev: 0.3%	3,387 SH	Decreased-227 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$267K	0.1%Prev: 0.1%	3,000 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$353K	0.1%Prev: 0.1%	622 SH	Increased+31 SH
VANGUARD INDEX FDS	SMALL CP ETF	$826K	0.2%Prev: 0.2%	3,485 SH	Decreased-880 SH
VANGUARD INDEX FDS	VALUE ETF	$738K	0.1%Prev: 0.2%	4,174 SH	Decreased-36 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$572K	0.1%Prev: 0.1%	11,573 SH	Decreased-879 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$371K	0.1%Prev: 0.1%	2,885 SH	Decreased-1,165 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$488K	0.1%Prev: 0.1%	8,567 SH	Decreased-1,180 SH
VERALTO CORP	COM SHS	$2.4M	0.5%Prev: 0.4%	24,146 SH	Increased+2,436 SH
VISA INC	COM CL A	$756K	0.1%Prev: 0.1%	2,130 SH	Increased+142 SH
WALMART INC	COM	$2.1M	0.4%Prev: 0.5%	21,958 SH	Decreased-783 SH
WASTE CONNECTIONS INC	COM	$945K	0.2%Prev: 0.2%	5,062 SH	Increased
WELLS FARGO CO NEW	COM	$562K	0.1%	7,014 SH	New
XYLEM INC	COM	$581K	0.1%Prev: 0.1%	4,488 SH	Increased

Sold (vs prior filing)

ABBVIE INC — $218K
ALPHA METALLURGICAL RESOUR I — $219K
AMERICAN TOWER CORP — $466K
AMPHENOL CORP — $2.2M
BUCKLE INC — $519K
CAPITAL GROUP CORE BALANCED — $202K
CASEYS GEN STORES INC — $256K
CHEVRON CORPORATION — $576K
CHUBB LTD SWITZ — $2.9M
CONOCOPHILLIPS — $286K
CORNING INC — $1.4M
COSTCO WHOLESALE CORPORATION — $34.4M
DANAHER CORP DEL — $16.1M
INTEL CORP — $215K
INVESCO QQQ TR — $204K
JPMORGAN CHASE & CO — $8.3M
KINDER MORGAN INC DEL — $218K
NUCOR CORP — $228K
PROCTER & GAMBLE CO — $904K
ROSS STORES INC — $217K
… and 11 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 8, 2026	Q4 2025	13F-HR	0001633862-26-000001	$551.8M	View
Oct 9, 2026	Q3 2026	13F-HR	0001085146-26-000858	$570.3M	View
Nov 5, 2025	Q3 2025