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: $533.8M124 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$234K	0.0%Prev: 0.0%	1,001 SH	Decreased-46 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$633K	0.1%Prev: 0.0%	2,580 SH	Increased+364 SH
ALPHABET INC	CAP STK CL A	$38.4M	7.2%Prev: 9.6%	156,456 SH	Decreased+4,771 SH
ALPHABET INC	CAP STK CL C	$3.1M	0.6%Prev: 0.8%	12,401 SH	Decreased-96 SH
AMAZON COM INC	COM	$17.6M	3.3%Prev: 3.3%	80,154 SH	Decreased+3,112 SH
AMERICAN EXPRESS CO	COM	$6.3M	1.2%Prev: 1.1%	19,127 SH	Increased+1,084 SH
AMERICAN TOWER CORP NEW	COM	$514K	0.1%	2,700 SH	New
AMPHENOL CORP NEW	CL A	$2.8M	0.5%	23,130 SH	New
APPLE INC	COM	$14.6M	2.7%Prev: 2.9%	56,520 SH	Decreased+218 SH
APPLIED MATLS INC	COM	$966K	0.2%Prev: 0.6%	4,439 SH	Decreased-17 SH
AUTOMATIC DATA PROCESSING IN	COM	$456K	0.1%	1,567 SH	New
BANK AMERICA CORP	COM	$312K	0.1%	6,161 SH	New
BANK NEW YORK MELLON CORP	COM	$6.5M	1.2%	60,815 SH	New
BECTON DICKINSON & CO	COM	$2.5M	0.5%Prev: 0.3%	12,848 SH	Increased+1,477 SH
BERKLEY W R CORP	COM	$402K	0.1%Prev: 0.1%	5,236 SH	Increased-456 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$39.8M	7.5%Prev: 7.3%	53 SH	Decreased-2 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$47.0M	8.8%Prev: 8.9%	94,151 SH	Decreased-6,099 SH
BLACKROCK INC	COM	$2.9M	0.5%Prev: 0.3%	2,470 SH	Increased+447 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$1.3M	0.2%Prev: 0.2%	23,019 SH	Increased+3,218 SH
BROOKFIELD CORP	CL A LTD VT SH	$915K	0.2%Prev: 0.1%	13,317 SH	Increased-4,961 SH
BWX TECHNOLOGIES INC	COM	$309K	0.1%Prev: 0.1%	1,654 SH	Decreased-6 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$1.2M	0.2%	29,607 SH	New
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$595K	0.1%Prev: 0.2%	17,015 SH	Decreased-17,486 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$705K	0.1%	16,640 SH	New
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$805K	0.2%	23,149 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$2.7M	0.5%	60,934 SH	New
CAPITAL GROUP INTERNATIONAL	SHS	$424K	0.1%Prev: 0.1%	12,292 SH	Decreased-2,125 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$850K	0.2%	28,012 SH	New
CAPITAL ONE FINL CORP	COM	$223K	0.0%	1,041 SH	New
CARRIER GLOBAL CORPORATION	COM	$9.6M	1.8%Prev: 1.9%	160,714 SH	Decreased+14,779 SH
CATERPILLAR INC	COM	$1.2M	0.2%Prev: 0.4%	2,355 SH	Decreased
CHEVRON CORP NEW	COM	$261K	0.0%	1,701 SH	New
CHUBB LIMITED	COM	$2.6M	0.5%Prev: 0.5%	9,054 SH	Decreased+291 SH
CINCINNATI FINL CORP	COM	$1.6M	0.3%Prev: 0.3%	9,813 SH	Decreased
CISCO SYS INC	COM	$304K	0.1%Prev: 0.1%	4,480 SH	Decreased+620 SH
COCA COLA CO	COM	$5.3M	1.0%Prev: 1.1%	79,118 SH	Decreased+3,150 SH
COLGATE PALMOLIVE CO	COM	$639K	0.1%Prev: 0.1%	8,188 SH	Increased+2,451 SH
CONOCOPHILLIPS	COM	$209K	0.0%Prev: 0.0%	2,218 SH	Decreased+50 SH
COPART INC	COM	$3.7M	0.7%Prev: 0.7%	81,804 SH	Decreased-67,183 SH
COSTAR GROUP INC	COM	$1.8M	0.3%Prev: 0.1%	21,243 SH	Increased+6,978 SH
COSTCO WHSL CORP NEW	COM	$31.9M	6.0%	34,863 SH	New
DANAHER CORPORATION	COM	$18.6M	3.5%	86,419 SH	New
DEERE & CO	COM	$2.1M	0.4%Prev: 0.5%	4,476 SH	Decreased+37 SH
DIAGEO PLC	SPON ADR NEW	$1.1M	0.2%Prev: 0.1%	11,342 SH	Increased+4,161 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$301K	0.1%	7,766 SH	New
DISNEY WALT CO	COM	$9.2M	1.7%Prev: 1.2%	81,683 SH	Increased+9,685 SH
EATON CORP PLC	SHS	$434K	0.1%Prev: 0.1%	1,162 SH	Decreased-13 SH
ECOLAB INC	COM	$2.0M	0.4%Prev: 0.3%	7,080 SH	Increased+526 SH
ESAB CORPORATION	COM	$1.5M	0.3%Prev: 0.2%	12,676 SH	Increased+37 SH
EXXON MOBIL CORP	COM	$813K	0.2%Prev: 0.2%	7,177 SH	Decreased+18 SH
FASTENAL CO	COM	$2.7M	0.5%Prev: 0.6%	57,188 SH	Decreased-12,800 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$269K	0.1%Prev: 0.1%	2,767 SH	Decreased+560 SH
HAGERTY INC	CL A COM	$9.4M	1.8%Prev: 2.1%	787,387 SH	Decreased-186,264 SH
HENRY SCHEIN INC	COM	$436K	0.1%	6,500 SH	New
HERSHEY CO	COM	$560K	0.1%Prev: 0.1%	2,868 SH	Increased+360 SH
HOME DEPOT INC	COM	$1.4M	0.3%Prev: 0.2%	3,599 SH	Increased+745 SH
IDEXX LABS INC	COM	$1.9M	0.4%Prev: 0.3%	3,027 SH	Increased+37 SH
INTERNATIONAL BUSINESS MACHS	COM	$353K	0.1%Prev: 0.1%	1,225 SH	Increased-4 SH
INVESCO QQQ TR	UNIT SER 1	$213K	0.0%Prev: 0.0%	353 SH	Decreased-20 SH
ISHARES TR	CORE DIV GRWTH	$640K	0.1%Prev: 0.1%	9,339 SH	Increased+1,520 SH
ISHARES TR	CORE MSCI EAFE	$1.6M	0.3%Prev: 0.3%	18,236 SH	Decreased+843 SH
ISHARES TR	CORE S&P MCP ETF	$1.4M	0.3%Prev: 0.3%	21,015 SH	Decreased+793 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.2%Prev: 0.3%	10,328 SH	Decreased-114 SH
ISHARES TR	CORE S&P TTL STK	$226K	0.0%Prev: 0.0%	1,544 SH	Decreased+158 SH
ISHARES TR	CORE S&P500 ETF	$3.1M	0.6%Prev: 0.6%	4,594 SH	Decreased-227 SH
ISHARES TR	MSCI USA MIN VOL	$1.0M	0.2%	10,650 SH	New
ISHARES TR	RUSSELL 2000 ETF	$306K	0.1%Prev: 0.1%	1,246 SH	Decreased
JOHNSON & JOHNSON	COM	$4.4M	0.8%Prev: 1.0%	23,394 SH	Decreased+977 SH
JPMORGAN CHASE & CO.	COM	$8.8M	1.6%	28,383 SH	New
LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	$4.3M	0.8%Prev: 1.4%	41,312 SH	Decreased-43,283 SH
LINDE PLC	SHS	$6.4M	1.2%Prev: 1.2%	13,707 SH	Decreased+499 SH
LOUISIANA PAC CORP	COM	$2.3M	0.4%Prev: 0.3%	25,054 SH	Increased+3,381 SH
MARKEL GROUP INC	COM	$34.1M	6.4%Prev: 6.2%	17,549 SH	Decreased-313 SH
MARRIOTT INTL INC NEW	CL A	$7.1M	1.3%Prev: 1.7%	26,393 SH	Decreased+732 SH
MASTERCARD INCORPORATED	CL A	$35.4M	6.6%Prev: 5.3%	60,963 SH	Increased+2,505 SH
MCCORMICK & CO INC	COM NON VTG	$212K	0.0%	3,083 SH	New
MCDONALDS CORP	COM	$9.6M	1.8%Prev: 1.5%	32,027 SH	Increased+1,703 SH
META PLATFORMS INC	CL A	$756K	0.1%Prev: 0.1%	1,064 SH	Increased+107 SH
METTLER TOLEDO INTERNATIONAL	COM	$736K	0.1%Prev: 0.1%	560 SH	Increased
MICROSOFT CORP	COM	$22.2M	4.2%Prev: 2.8%	42,909 SH	Increased+1,266 SH
MOODYS CORP	COM	$5.6M	1.0%Prev: 0.9%	11,507 SH	Increased+646 SH
MSCI INC	COM	$1.4M	0.3%Prev: 0.2%	2,502 SH	Increased+480 SH
NIKE INC	CL B	$789K	0.1%Prev: 0.1%	10,973 SH	Increased+240 SH
NVIDIA CORPORATION	COM	$1.1M	0.2%Prev: 0.2%	5,957 SH	Increased+487 SH
OCCIDENTAL PETE CORP	COM	$5.6M	1.0%Prev: 0.5%	124,642 SH	Increased+61,434 SH
ORACLE CORP	COM	$654K	0.1%Prev: 0.1%	2,286 SH	Increased+138 SH
OTIS WORLDWIDE CORP	COM	$6.4M	1.2%Prev: 0.8%	69,939 SH	Increased+4,616 SH
PEPSICO INC	COM	$2.2M	0.4%Prev: 0.4%	15,609 SH	Increased+621 SH
PFIZER INC	COM	$281K	0.1%Prev: 0.0%	10,271 SH	Increased+417 SH
PHILIP MORRIS INTL INC	COM	$244K	0.0%Prev: 0.1%	1,591 SH	Decreased-55 SH
PHILLIPS 66	COM	$571K	0.1%Prev: 0.1%	4,292 SH	Decreased-18 SH
PRICE T ROWE GROUP INC	COM	$251K	0.0%Prev: 0.0%	2,430 SH	Decreased+24 SH
PROCTER AND GAMBLE CO	COM	$967K	0.2%	6,350 SH	New
ROPER TECHNOLOGIES INC	COM	$6.6M	1.2%Prev: 0.1%	13,109 SH	Increased+12,058 SH
RTX CORPORATION	COM	$481K	0.1%Prev: 0.1%	2,887 SH	Decreased+209 SH
S&P GLOBAL INC	COM	$1.1M	0.2%Prev: 0.1%	2,272 SH	Increased+282 SH
SCHWAB CHARLES CORP	COM	$5.8M	1.1%Prev: 0.9%	61,205 SH	Increased+4,096 SH
SPDR GOLD TR	GOLD SHS	$370K	0.1%	1,035 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$765K	0.1%	1,144 SH	New
STARBUCKS CORP	COM	$14.0M	2.6%Prev: 2.8%	161,969 SH	Decreased+9,252 SH
STRYKER CORPORATION	COM	$659K	0.1%Prev: 0.1%	1,780 SH	Increased
SYSCO CORP	COM	$255K	0.0%Prev: 0.0%	3,104 SH	Increased+500 SH
TESLA INC	COM	$948K	0.2%Prev: 0.2%	2,206 SH	Decreased-405 SH
TRAVELERS COMPANIES INC	COM	$3.8M	0.7%Prev: 0.7%	13,195 SH	Increased+1,977 SH
UNILEVER PLC	SPON ADR NEW	$327K	0.1%Prev: 0.1%	5,542 SH	Increased+696 SH
UNION PAC CORP	COM	$4.9M	0.9%Prev: 0.9%	20,510 SH	Decreased+1,380 SH
UNITED PARCEL SERVICE INC	CL B	$476K	0.1%	5,488 SH	New
US BANCORP DEL	COM NEW	$319K	0.1%	6,641 SH	New
VALMONT INDS INC	COM	$237K	0.0%Prev: 0.1%	600 SH	Decreased
VANECK ETF TRUST	GOLD MINERS ETF	$452K	0.1%Prev: 0.0%	5,858 SH	Increased+2,172 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.7M	0.3%Prev: 0.3%	3,462 SH	Decreased-19,247 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$274K	0.1%Prev: 0.1%	3,000 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$409K	0.1%Prev: 0.1%	664 SH	Decreased+61 SH
VANGUARD INDEX FDS	SMALL CP ETF	$971K	0.2%Prev: 0.3%	3,765 SH	Decreased-1,035 SH
VANGUARD INDEX FDS	VALUE ETF	$781K	0.1%Prev: 0.2%	4,162 SH	Decreased+44 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$683K	0.1%Prev: 0.1%	12,474 SH	Decreased-230 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$450K	0.1%Prev: 0.1%	3,235 SH	Decreased-1,711 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$602K	0.1%Prev: 0.1%	9,861 SH	Decreased-547 SH
VERALTO CORP	COM SHS	$2.5M	0.5%Prev: 0.3%	23,634 SH	Increased+2,188 SH
VISA INC	COM CL A	$755K	0.1%Prev: 0.1%	2,157 SH	Increased+169 SH
WALMART INC	COM	$2.3M	0.4%Prev: 0.5%	22,139 SH	Decreased-676 SH
WASTE CONNECTIONS INC	COM	$883K	0.2%Prev: 0.2%	5,062 SH	Increased
WELLS FARGO CO NEW	COM	$568K	0.1%	7,042 SH	New
XYLEM INC	COM	$673K	0.1%Prev: 0.1%	4,488 SH	Increased

Sold (vs prior filing)

AMERICAN TOWER CORP — $446K
AMPHENOL CORP — $2.6M
BANK OF AMER CORP — $401K
BANK OF NY MELLON CORP — $8.7M
BUCKLE INC — $435K
CAPITAL GROUP CORE BALANCED — $481K
CAPITAL GROUP CORE EQUITY ET — $1.9M
CAPITAL GROUP DIVIDEND VALUE — $1.2M
CAPITAL GROUP EQUITY ETF TR — $336K
CAPITAL GROUP GBL GROWTH EQT — $1.5M
CAPITAL GROUP GLOBAL EQUITY — $245K
CAPITAL GROUP GROWTH ETF — $3.4M
CAPITAL GROUP INTL FOCUS EQT — $985K
CAPITAL GRP FIXED INCM ETF T — $243K
CAPITAL GRP FIXED INCM ETF T — $346K
CASEYS GEN STORES INC — $291K
CHEVRON CORPORATION — $340K
CORNING INC — $2.7M
COSTCO WHOLESALE CORPORATION — $32.0M
DANAHER CORP DEL — $17.4M
… and 18 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