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: $570.3M138 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$266K	0.0%Prev: 0.0%	1,015 SH	Increased+14 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$406K	0.1%Prev: 0.1%	2,215 SH	Decreased-365 SH
ALPHABET INC	CAP STK CL A	$52.9M	9.3%Prev: 7.2%	154,116 SH	Increased-2,340 SH
ALPHABET INC	CAP STK CL C	$4.2M	0.7%Prev: 0.6%	12,402 SH	Increased+1 SH
AMAZON COM INC	COM	$19.1M	3.4%Prev: 3.3%	76,870 SH	Increased-3,284 SH
AMERICAN EXPRESS CO	COM	$5.5M	1.0%Prev: 1.2%	18,008 SH	Decreased-1,119 SH
AMERICAN TOWER CORP	COM	$444K	0.1%	2,700 SH	New
AMPHENOL CORP	CL A	$2.5M	0.4%	29,768 SH	New
APPLE INC	COM	$18.7M	3.3%Prev: 2.7%	56,418 SH	Increased-102 SH
APPLIED MATLS INC	COM	$2.3M	0.4%Prev: 0.2%	4,456 SH	Increased+17 SH
BANK OF AMER CORP	COM	$383K	0.1%	7,034 SH	New
BANK OF NY MELLON CORP	COM	$8.7M	1.5%	60,098 SH	New
BECTON DICKINSON & CO	COM	$1.9M	0.3%Prev: 0.5%	10,745 SH	Decreased-2,103 SH
BERKLEY W R CORP	COM	$387K	0.1%Prev: 0.1%	5,692 SH	Decreased+456 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$41.1M	7.2%Prev: 7.5%	55 SH	Increased+2 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$49.9M	8.7%Prev: 8.8%	99,989 SH	Increased+5,838 SH
BLACKROCK INC	COM	$2.1M	0.4%Prev: 0.5%	2,023 SH	Decreased-447 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$886K	0.2%Prev: 0.2%	19,825 SH	Decreased-3,194 SH
BROOKFIELD CORP	CL A LTD VT SH	$671K	0.1%Prev: 0.2%	18,396 SH	Decreased+5,079 SH
BUCKLE INC	COM	$442K	0.1%	10,300 SH	New
BWX TECHNOLOGIES INC	COM	$302K	0.1%Prev: 0.1%	2,201 SH	Decreased+547 SH
CAPITAL GROUP CORE BALANCED	SHS	$1.1M	0.2%	29,639 SH	New
CAPITAL GROUP CORE EQUITY ET	SHS CREAT UNIT	$2.2M	0.4%	48,590 SH	New
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$1.4M	0.2%Prev: 0.1%	38,438 SH	Increased+21,423 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$1.4M	0.3%	29,258 SH	New
CAPITAL GROUP EQUITY ETF TR	US SM MI CA ETF	$478K	0.1%	15,427 SH	New
CAPITAL GROUP GBL GROWTH EQT	SHS CREAT UNIT	$1.8M	0.3%	46,423 SH	New
CAPITAL GROUP GLOBAL EQUITY	SHS	$274K	0.0%	7,881 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$3.7M	0.7%	78,569 SH	New
CAPITAL GROUP INTERNATIONAL	SHS	$568K	0.1%Prev: 0.1%	15,458 SH	Increased+3,166 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREAT UNIT	$1.0M	0.2%	30,141 SH	New
CAPITAL GROUP NEW GEOGRAPHY	SHS	$358K	0.1%	9,805 SH	New
CARRIER GLOBAL CORPORATION	COM	$8.4M	1.5%Prev: 1.8%	153,236 SH	Decreased-7,478 SH
CASEYS GEN STORES INC	COM	$228K	0.0%	375 SH	New
CATERPILLAR INC	COM	$1.9M	0.3%Prev: 0.2%	2,355 SH	Increased
CHARLES SCHWAB CORP (THE)	COM	$5.6M	1.0%	56,777 SH	New
CHEVRON CORPORATION	COM	$361K	0.1%	1,768 SH	New
CHUBB LIMITED	COM	$2.9M	0.5%Prev: 0.5%	8,791 SH	Increased-263 SH
CINCINNATI FINL CORP	COM	$1.6M	0.3%Prev: 0.3%	9,813 SH	Decreased
CISCO SYS INC	COM	$412K	0.1%Prev: 0.1%	3,834 SH	Increased-646 SH
COCA COLA CO	COM	$6.4M	1.1%Prev: 1.0%	74,109 SH	Increased-5,009 SH
COLGATE PALMOLIVE CO	COM	$453K	0.1%Prev: 0.1%	5,287 SH	Decreased-2,901 SH
CONOCOPHILLIPS	COM	$271K	0.0%Prev: 0.0%	2,168 SH	Increased-50 SH
COPART INC	COM	$4.9M	0.9%Prev: 0.7%	179,120 SH	Increased+97,316 SH
CORNING INC	COM	$1.6M	0.3%	10,420 SH	New
COSTAR GROUP INC	COM	$388K	0.1%Prev: 0.3%	14,228 SH	Decreased-7,015 SH
COSTCO WHOLESALE CORPORATION	COM	$31.0M	5.4%	33,963 SH	New
DANAHER CORP DEL	COM	$21.9M	3.8%	98,292 SH	New
DEERE & CO	COM	$3.0M	0.5%Prev: 0.4%	4,449 SH	Increased-27 SH
DIAGEO PLC	SPON ADR NEW	$546K	0.1%Prev: 0.2%	6,383 SH	Decreased-4,959 SH
DISNEY WALT CO	COM	$7.3M	1.3%Prev: 1.7%	69,273 SH	Decreased-12,410 SH
EATON CORP PLC	SHS	$505K	0.1%Prev: 0.1%	1,175 SH	Increased+13 SH
ECOLAB INC	COM	$1.8M	0.3%Prev: 0.4%	6,545 SH	Decreased-535 SH
ESAB CORPORATION	COM	$833K	0.1%Prev: 0.3%	12,639 SH	Decreased-37 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$1.2M	0.2%	7,135 SH	New
FASTENAL CO	COM	$3.5M	0.6%Prev: 0.5%	69,988 SH	Increased+12,800 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$228K	0.0%Prev: 0.1%	2,207 SH	Decreased-560 SH
GOLDMINING INC	COM	$10K	0.0%	10,752 SH	New
HAGERTY INC	CL A COM	$18.2M	3.2%Prev: 1.8%	1,350,809 SH	Increased+563,422 SH
HERSHEY CO	COM	$400K	0.1%Prev: 0.1%	2,525 SH	Decreased-343 SH
HOME DEPOT INC	COM	$810K	0.1%Prev: 0.3%	2,842 SH	Decreased-757 SH
IDEXX LABS INC	COM	$1.6M	0.3%Prev: 0.4%	3,016 SH	Decreased-11 SH
INTEL CORP	COM	$548K	0.1%	4,560 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$269K	0.0%Prev: 0.1%	1,222 SH	Decreased-3 SH
INVESCO QQQ TR	UNIT SER 1	$276K	0.0%Prev: 0.0%	372 SH	Increased+19 SH
ISHARES TR	CORE DIV GRWTH	$590K	0.1%Prev: 0.1%	7,819 SH	Decreased-1,520 SH
ISHARES TR	CORE MSCI EAFE	$1.7M	0.3%Prev: 0.3%	17,393 SH	Increased-843 SH
ISHARES TR	CORE S&P MCP ETF	$1.5M	0.3%Prev: 0.3%	20,221 SH	Increased-794 SH
ISHARES TR	CORE S&P SCP ETF	$1.4M	0.2%Prev: 0.2%	10,420 SH	Increased+92 SH
ISHARES TR	CORE S&P TTL STK	$229K	0.0%Prev: 0.0%	1,378 SH	Increased-166 SH
ISHARES TR	CORE S&P500 ETF	$3.8M	0.7%Prev: 0.6%	4,898 SH	Increased+304 SH
ISHARES TR	MSCI USA MIN ETF	$1.1M	0.2%	10,976 SH	New
ISHARES TR	RUSSELL 2000 ETF	$346K	0.1%Prev: 0.1%	1,246 SH	Increased
JBS N.V.	CL A SHS	$263K	0.0%	23,298 SH	New
JOHNSON & JOHNSON	COM	$5.8M	1.0%Prev: 0.8%	21,743 SH	Increased-1,651 SH
JPMORGAN CHASE & CO	COM	$9.1M	1.6%	27,324 SH	New
LIBERTY MEDIA CORP DEL	COM SER C	$8.2M	1.4%	87,968 SH	New
LINDE PLC	SHS	$6.3M	1.1%Prev: 1.2%	13,185 SH	Decreased-522 SH
LOCKHEED MARTIN CORP	COM	$205K	0.0%	402 SH	New
LOUISIANA PAC CORP	COM	$1.3M	0.2%Prev: 0.4%	19,366 SH	Decreased-5,688 SH
MARKEL GROUP INC	COM	$30.6M	5.4%Prev: 6.4%	17,807 SH	Decreased+258 SH
MARRIOTT INTL INC NEW	CL A	$9.2M	1.6%Prev: 1.3%	25,617 SH	Increased-776 SH
MASTERCARD INCORPORATED	CL A	$32.3M	5.7%Prev: 6.6%	58,246 SH	Decreased-2,717 SH
MCDONALDS CORP	COM	$7.0M	1.2%Prev: 1.8%	30,204 SH	Decreased-1,823 SH
META PLATFORMS INC	CL A	$699K	0.1%Prev: 0.1%	961 SH	Decreased-103 SH
METTLER TOLEDO INTERNATIONAL	COM	$851K	0.1%Prev: 0.1%	560 SH	Increased
MICROSOFT CORP	COM	$21.3M	3.7%Prev: 4.2%	41,571 SH	Decreased-1,338 SH
MOODYS CORP	COM	$4.8M	0.8%Prev: 1.0%	10,650 SH	Decreased-857 SH
MSCI INC	COM	$1.1M	0.2%Prev: 0.3%	2,028 SH	Decreased-474 SH
NIKE INC	CL B	$374K	0.1%Prev: 0.1%	10,553 SH	Decreased-420 SH
NUCOR CORP	COM	$315K	0.1%	1,347 SH	New
NVIDIA CORPORATION	COM	$1.2M	0.2%Prev: 0.2%	5,447 SH	Increased-510 SH
OCCIDENTAL PETE CORP	COM	$3.5M	0.6%Prev: 1.0%	63,170 SH	Decreased-61,472 SH
ORACLE CORP	COM	$263K	0.0%Prev: 0.1%	1,913 SH	Decreased-373 SH
OTIS WORLDWIDE CORP	COM	$4.1M	0.7%Prev: 1.2%	63,118 SH	Decreased-6,821 SH
PEPSICO INC	COM	$1.7M	0.3%Prev: 0.4%	13,766 SH	Decreased-1,843 SH
PFIZER INC	COM	$272K	0.0%Prev: 0.1%	9,536 SH	Decreased-735 SH
PHILIP MORRIS INTL INC	COM	$316K	0.1%Prev: 0.0%	1,646 SH	Increased+55 SH
PHILLIPS 66	COM	$1.1M	0.2%Prev: 0.1%	4,310 SH	Increased+18 SH
PRICE T ROWE GROUP INC	COM	$251K	0.0%Prev: 0.0%	2,406 SH	Decreased-24 SH
PRINCIPAL FINANCIAL GROUP IN	COM	$207K	0.0%	1,845 SH	New
PROCTER & GAMBLE CO	COM	$913K	0.2%	6,260 SH	New
QUALCOMM INC	COM	$217K	0.0%	1,180 SH	New
ROPER TECHNOLOGIES INC	COM	$367K	0.1%Prev: 1.2%	1,050 SH	Decreased-12,059 SH
ROSS STORES INC	COM	$234K	0.0%	1,000 SH	New
RTX CORPORATION	COM	$515K	0.1%Prev: 0.1%	2,770 SH	Increased-117 SH
S&P GLOBAL INC	COM	$782K	0.1%Prev: 0.2%	1,984 SH	Decreased-288 SH
SCHEIN HENRY INC	COM	$614K	0.1%	7,300 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$493K	0.1%	3,266 SH	New
STARBUCKS CORP	COM	$13.9M	2.4%Prev: 2.6%	147,389 SH	Decreased-14,580 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$848K	0.1%	1,111 SH	New
STRYKER CORPORATION	COM	$492K	0.1%Prev: 0.1%	1,780 SH	Decreased
TARGET CORP	COM	$227K	0.0%	1,447 SH	New
TESLA INC	COM	$883K	0.2%Prev: 0.2%	2,489 SH	Decreased+283 SH
TRAVELERS COMPANIES INC	COM	$4.0M	0.7%Prev: 0.7%	11,201 SH	Increased-1,994 SH
TRUIST FINL CORP	COM	$241K	0.0%	5,196 SH	New
UNILEVER PLC	SPON ADR NEW	$272K	0.0%Prev: 0.1%	4,484 SH	Decreased-1,058 SH
UNION PAC CORP	COM	$5.1M	0.9%Prev: 0.9%	18,810 SH	Increased-1,700 SH
UNITED PARCEL SVCS INC	CL B	$4.6M	0.8%	49,260 SH	New
UNITED STATES ANTIMONY CORP	COM	$60K	0.0%	14,340 SH	New
US BANCORP	COM NEW	$334K	0.1%	5,786 SH	New
VALMONT INDS INC	COM	$278K	0.0%Prev: 0.0%	600 SH	Increased
VANECK ETF TRUST	GOLD MINERS ETF	$324K	0.1%Prev: 0.1%	3,686 SH	Decreased-2,172 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$2.1M	0.4%	22,943 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$1.4M	0.2%	4,876 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$899K	0.2%	4,160 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$269K	0.0%Prev: 0.1%	3,000 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$407K	0.1%Prev: 0.1%	581 SH	Decreased-83 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$753K	0.1%Prev: 0.1%	12,693 SH	Increased+219 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$791K	0.1%Prev: 0.1%	5,010 SH	Increased+1,775 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$735K	0.1%Prev: 0.1%	10,399 SH	Increased+538 SH
VERALTO CORP	COM SHS	$2.0M	0.4%Prev: 0.5%	21,096 SH	Decreased-2,538 SH
VISA INC	COM CL A	$715K	0.1%Prev: 0.1%	1,988 SH	Decreased-169 SH
WALMART INC	COM	$2.4M	0.4%Prev: 0.4%	22,746 SH	Increased+607 SH
WASTE CONNECTIONS INC	COM	$782K	0.1%Prev: 0.2%	5,062 SH	Decreased
WATERS CORP	COM	$646K	0.1%	1,467 SH	New
WELLS FARGO & CO	COM	$568K	0.1%	7,096 SH	New
XYLEM INC	COM	$455K	0.1%Prev: 0.1%	4,488 SH	Decreased

Sold (vs prior filing)

AMERICAN TOWER CORP NEW — $514K
AMPHENOL CORP NEW — $2.8M
AUTOMATIC DATA PROCESSING IN — $456K
BANK AMERICA CORP — $312K
BANK NEW YORK MELLON CORP — $6.5M
CAPITAL GROUP CORE EQUITY ET — $1.2M
CAPITAL GROUP DIVIDEND VALUE — $705K
CAPITAL GROUP GBL GROWTH EQT — $805K
CAPITAL GROUP GROWTH ETF — $2.7M
CAPITAL GROUP INTL FOCUS EQT — $850K
CAPITAL ONE FINL CORP — $223K
CHEVRON CORP NEW — $261K
COSTCO WHSL CORP NEW — $31.9M
DANAHER CORPORATION — $18.6M
DIMENSIONAL ETF TRUST — $301K
EXXON MOBIL CORP — $813K
HENRY SCHEIN INC — $436K
ISHARES TR — $1.0M
JPMORGAN CHASE & CO. — $8.8M
LIBERTY MEDIA CORP DEL — $4.3M
… and 12 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