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: $551.8M131 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$229K	0.0%Prev: 0.0%	1,001 SH	Decreased-14 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$692K	0.1%Prev: 0.1%	2,580 SH	Increased+365 SH
ALPHABET INC	CAP STK CL A	$48.7M	8.8%Prev: 9.3%	155,635 SH	Decreased+1,519 SH
ALPHABET INC	CAP STK CL C	$3.9M	0.7%Prev: 0.7%	12,452 SH	Decreased+50 SH
AMAZON COM INC	COM	$18.4M	3.3%Prev: 3.4%	79,792 SH	Decreased+2,922 SH
AMERICAN EXPRESS CO	COM	$7.1M	1.3%Prev: 1.0%	19,260 SH	Increased+1,252 SH
AMERICAN TOWER CORP NEW	COM	$474K	0.1%	2,700 SH	New
AMPHENOL CORP NEW	CL A	$2.3M	0.4%	17,195 SH	New
APPLE INC	COM	$15.3M	2.8%Prev: 3.3%	56,396 SH	Decreased-22 SH
APPLIED MATLS INC	COM	$1.1M	0.2%Prev: 0.4%	4,439 SH	Decreased-17 SH
AUTOMATIC DATA PROCESSING IN	COM	$403K	0.1%	1,567 SH	New
BANK AMERICA CORP	COM	$383K	0.1%	6,961 SH	New
BANK NEW YORK MELLON CORP	COM	$7.0M	1.3%	60,646 SH	New
BECTON DICKINSON & CO	COM	$2.4M	0.4%Prev: 0.3%	12,156 SH	Increased+1,411 SH
BERKLEY W R CORP	COM	$399K	0.1%Prev: 0.1%	5,692 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL A	$40.0M	7.2%Prev: 7.2%	53 SH	Decreased-2 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$47.1M	8.5%Prev: 8.7%	93,751 SH	Decreased-6,238 SH
BLACKROCK INC	COM	$2.5M	0.5%Prev: 0.4%	2,357 SH	Increased+334 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$1.2M	0.2%Prev: 0.2%	22,807 SH	Increased+2,982 SH
BROOKFIELD CORP	CL A LTD VT SH	$915K	0.2%Prev: 0.1%	19,945 SH	Increased+1,549 SH
BUCKLE INC	COM	$550K	0.1%Prev: 0.1%	10,300 SH	Increased
BWX TECHNOLOGIES INC	COM	$286K	0.1%Prev: 0.1%	1,656 SH	Decreased-545 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$1.5M	0.3%	36,065 SH	New
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$729K	0.1%Prev: 0.2%	20,441 SH	Decreased-17,997 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$715K	0.1%	16,385 SH	New
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$994K	0.2%	28,697 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$2.9M	0.5%	66,331 SH	New
CAPITAL GROUP INTERNATIONAL	SHS	$420K	0.1%Prev: 0.1%	12,067 SH	Decreased-3,391 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$813K	0.1%	27,500 SH	New
CAPITAL ONE FINL CORP	COM	$234K	0.0%	966 SH	New
CARRIER GLOBAL CORPORATION	COM	$8.4M	1.5%Prev: 1.5%	158,481 SH	Decreased+5,245 SH
CATERPILLAR INC	COM	$1.3M	0.2%Prev: 0.3%	2,355 SH	Decreased
CHEVRON CORP NEW	COM	$259K	0.0%	1,701 SH	New
CHUBB LIMITED	COM	$2.8M	0.5%Prev: 0.5%	8,851 SH	Decreased+60 SH
CINCINNATI FINL CORP	COM	$1.6M	0.3%Prev: 0.3%	9,813 SH	Increased
CISCO SYS INC	COM	$297K	0.1%Prev: 0.1%	3,860 SH	Decreased+26 SH
COCA COLA CO	COM	$5.6M	1.0%Prev: 1.1%	79,487 SH	Decreased+5,378 SH
COLGATE PALMOLIVE CO	COM	$631K	0.1%Prev: 0.1%	7,986 SH	Increased+2,699 SH
CONOCOPHILLIPS	COM	$203K	0.0%Prev: 0.0%	2,168 SH	Decreased
COPART INC	COM	$6.5M	1.2%Prev: 0.9%	165,792 SH	Increased-13,328 SH
CORNING INC	COM	$912K	0.2%Prev: 0.3%	10,420 SH	Decreased
COSTAR GROUP INC	COM	$1.1M	0.2%Prev: 0.1%	16,347 SH	Increased+2,119 SH
COSTCO WHSL CORP NEW	COM	$30.0M	5.4%	34,817 SH	New
DANAHER CORPORATION	COM	$19.7M	3.6%	85,875 SH	New
DEERE & CO	COM	$2.1M	0.4%Prev: 0.5%	4,477 SH	Decreased+28 SH
DIAGEO PLC	SPON ADR NEW	$903K	0.2%Prev: 0.1%	10,468 SH	Increased+4,085 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$307K	0.1%	7,766 SH	New
DISNEY WALT CO	COM	$9.1M	1.7%Prev: 1.3%	80,165 SH	Increased+10,892 SH
EATON CORP PLC	SHS	$370K	0.1%Prev: 0.1%	1,162 SH	Decreased-13 SH
ECOLAB INC	COM	$1.8M	0.3%Prev: 0.3%	6,972 SH	Increased+427 SH
ESAB CORPORATION	COM	$1.4M	0.3%Prev: 0.1%	12,676 SH	Increased+37 SH
EXXON MOBIL CORP	COM	$861K	0.2%	7,153 SH	New
FASTENAL CO	COM	$2.8M	0.5%Prev: 0.6%	69,988 SH	Decreased
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$270K	0.0%Prev: 0.0%	2,747 SH	Increased+540 SH
GOLDMINING INC	COM	$13K	0.0%Prev: 0.0%	10,752 SH	Increased
HAGERTY INC	CL A COM	$10.9M	2.0%Prev: 3.2%	812,858 SH	Decreased-537,951 SH
HENRY SCHEIN INC	COM	$552K	0.1%	7,300 SH	New
HERSHEY CO	COM	$540K	0.1%Prev: 0.1%	2,969 SH	Increased+444 SH
HOME DEPOT INC	COM	$1.2M	0.2%Prev: 0.1%	3,495 SH	Increased+653 SH
IDEXX LABS INC	COM	$2.0M	0.4%Prev: 0.3%	3,027 SH	Increased+11 SH
INTERNATIONAL BUSINESS MACHS	COM	$349K	0.1%Prev: 0.0%	1,177 SH	Increased-45 SH
INVESCO QQQ TR	UNIT SER 1	$217K	0.0%Prev: 0.0%	353 SH	Decreased-19 SH
ISHARES TR	CORE DIV GRWTH	$648K	0.1%Prev: 0.1%	9,340 SH	Increased+1,521 SH
ISHARES TR	CORE MSCI EAFE	$1.6M	0.3%Prev: 0.3%	18,237 SH	Decreased+844 SH
ISHARES TR	CORE S&P MCP ETF	$1.4M	0.3%Prev: 0.3%	20,979 SH	Decreased+758 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.2%Prev: 0.2%	10,308 SH	Decreased-112 SH
ISHARES TR	CORE S&P TTL STK	$225K	0.0%Prev: 0.0%	1,514 SH	Decreased+136 SH
ISHARES TR	CORE S&P500 ETF	$3.3M	0.6%Prev: 0.7%	4,761 SH	Decreased-137 SH
ISHARES TR	MSCI USA MIN VOL	$1.0M	0.2%	10,650 SH	New
ISHARES TR	RUSSELL 2000 ETF	$307K	0.1%Prev: 0.1%	1,246 SH	Decreased
JOHNSON & JOHNSON	COM	$4.9M	0.9%Prev: 1.0%	23,663 SH	Decreased+1,920 SH
JPMORGAN CHASE & CO.	COM	$9.1M	1.7%	28,301 SH	New
LAUDER ESTEE COS INC	CL A	$209K	0.0%	1,993 SH	New
LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	$4.1M	0.7%	41,351 SH	New
LINDE PLC	SHS	$5.8M	1.0%Prev: 1.1%	13,493 SH	Decreased+308 SH
LOUISIANA PAC CORP	COM	$1.8M	0.3%Prev: 0.2%	22,589 SH	Increased+3,223 SH
MARKEL GROUP INC	COM	$37.4M	6.8%Prev: 5.4%	17,402 SH	Increased-405 SH
MARRIOTT INTL INC NEW	CL A	$8.2M	1.5%Prev: 1.6%	26,301 SH	Decreased+684 SH
MASTERCARD INCORPORATED	CL A	$34.4M	6.2%Prev: 5.7%	60,242 SH	Increased+1,996 SH
MCCORMICK & CO INC	COM NON VTG	$210K	0.0%	3,087 SH	New
MCDONALDS CORP	COM	$9.7M	1.8%Prev: 1.2%	31,900 SH	Increased+1,696 SH
META PLATFORMS INC	CL A	$628K	0.1%Prev: 0.1%	951 SH	Decreased-10 SH
METTLER TOLEDO INTERNATIONAL	COM	$781K	0.1%Prev: 0.1%	560 SH	Decreased
MICROSOFT CORP	COM	$20.6M	3.7%Prev: 3.7%	42,656 SH	Decreased+1,085 SH
MOODYS CORP	COM	$5.8M	1.0%Prev: 0.8%	11,288 SH	Increased+638 SH
MSCI INC	COM	$1.4M	0.3%Prev: 0.2%	2,502 SH	Increased+474 SH
NIKE INC	CL B	$698K	0.1%Prev: 0.1%	10,953 SH	Increased+400 SH
NORTHERN TR CORP	COM	$201K	0.0%	1,468 SH	New
NUCOR CORP	COM	$220K	0.0%Prev: 0.1%	1,347 SH	Decreased
NVIDIA CORPORATION	COM	$1.0M	0.2%Prev: 0.2%	5,455 SH	Decreased+8 SH
OCCIDENTAL PETE CORP	COM	$5.1M	0.9%Prev: 0.6%	124,820 SH	Increased+61,650 SH
ORACLE CORP	COM	$393K	0.1%Prev: 0.0%	2,016 SH	Increased+103 SH
OTIS WORLDWIDE CORP	COM	$6.0M	1.1%Prev: 0.7%	68,863 SH	Increased+5,745 SH
PEPSICO INC	COM	$2.2M	0.4%Prev: 0.3%	15,500 SH	Increased+1,734 SH
PFIZER INC	COM	$255K	0.0%Prev: 0.0%	10,224 SH	Decreased+688 SH
PHILIP MORRIS INTL INC	COM	$294K	0.1%Prev: 0.1%	1,830 SH	Decreased+184 SH
PHILLIPS 66	COM	$576K	0.1%Prev: 0.2%	4,460 SH	Decreased+150 SH
PRICE T ROWE GROUP INC	COM	$246K	0.0%Prev: 0.0%	2,406 SH	Decreased
PROCTER AND GAMBLE CO	COM	$919K	0.2%	6,410 SH	New
ROPER TECHNOLOGIES INC	COM	$5.8M	1.0%Prev: 0.1%	12,927 SH	Increased+11,877 SH
RTX CORPORATION	COM	$530K	0.1%Prev: 0.1%	2,888 SH	Increased+118 SH
S&P GLOBAL INC	COM	$1.2M	0.2%Prev: 0.1%	2,267 SH	Increased+283 SH
SCHWAB CHARLES CORP	COM	$6.0M	1.1%	60,073 SH	New
SPDR GOLD TR	GOLD SHS	$232K	0.0%	585 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$776K	0.1%	1,138 SH	New
STARBUCKS CORP	COM	$13.4M	2.4%Prev: 2.4%	159,686 SH	Decreased+12,297 SH
STRYKER CORPORATION	COM	$626K	0.1%Prev: 0.1%	1,780 SH	Increased
TESLA INC	COM	$1.3M	0.2%Prev: 0.2%	2,852 SH	Increased+363 SH
TRAVELERS COMPANIES INC	COM	$3.4M	0.6%Prev: 0.7%	11,771 SH	Decreased+570 SH
TRUIST FINL CORP	COM	$256K	0.0%Prev: 0.0%	5,196 SH	Increased
UNILEVER PLC	SPON ADR NEW	$340K	0.1%Prev: 0.0%	5,197 SH	Increased+713 SH
UNION PAC CORP	COM	$4.7M	0.9%Prev: 0.9%	20,522 SH	Decreased+1,712 SH
UNITED PARCEL SERVICE INC	CL B	$454K	0.1%	4,578 SH	New
UNITED STATES ANTIMONY CORP	COM	$58K	0.0%Prev: 0.0%	11,483 SH	Decreased-2,857 SH
US BANCORP DEL	COM NEW	$354K	0.1%	6,641 SH	New
VALMONT INDS INC	COM	$241K	0.0%Prev: 0.0%	600 SH	Decreased
VANECK ETF TRUST	GOLD MINERS ETF	$377K	0.1%Prev: 0.1%	4,398 SH	Increased+712 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.8M	0.3%	3,669 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$265K	0.0%Prev: 0.0%	3,000 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$401K	0.1%Prev: 0.1%	639 SH	Decreased+58 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.1M	0.2%	4,369 SH	New
VANGUARD INDEX FDS	VALUE ETF	$795K	0.1%	4,163 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$670K	0.1%Prev: 0.1%	12,456 SH	Decreased-237 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$567K	0.1%Prev: 0.1%	4,017 SH	Decreased-993 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$616K	0.1%Prev: 0.1%	9,863 SH	Decreased-536 SH
VERALTO CORP	COM SHS	$2.3M	0.4%Prev: 0.4%	23,115 SH	Increased+2,019 SH
VISA INC	COM CL A	$723K	0.1%Prev: 0.1%	2,062 SH	Increased+74 SH
WALMART INC	COM	$2.5M	0.5%Prev: 0.4%	22,739 SH	Increased-7 SH
WASTE CONNECTIONS INC	COM	$888K	0.2%Prev: 0.1%	5,062 SH	Increased
WELLS FARGO CO NEW	COM	$671K	0.1%	7,199 SH	New
XYLEM INC	COM	$611K	0.1%Prev: 0.1%	4,488 SH	Increased

Sold (vs prior filing)

AMERICAN TOWER CORP — $444K
AMPHENOL CORP — $2.5M
BANK OF AMER CORP — $383K
BANK OF NY MELLON CORP — $8.7M
CAPITAL GROUP CORE BALANCED — $1.1M
CAPITAL GROUP CORE EQUITY ET — $2.2M
CAPITAL GROUP DIVIDEND VALUE — $1.4M
CAPITAL GROUP EQUITY ETF TR — $478K
CAPITAL GROUP GBL GROWTH EQT — $1.8M
CAPITAL GROUP GLOBAL EQUITY — $274K
CAPITAL GROUP GROWTH ETF — $3.7M
CAPITAL GROUP INTL FOCUS EQT — $1.0M
CAPITAL GROUP NEW GEOGRAPHY — $358K
CASEYS GEN STORES INC — $228K
CHARLES SCHWAB CORP (THE) — $5.6M
CHEVRON CORPORATION — $361K
COSTCO WHOLESALE CORPORATION — $31.0M
DANAHER CORP DEL — $21.9M
EXXONMOBIL HOLDINGS CORP — $1.2M
INTEL CORP — $548K
… and 20 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