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: $562.0M137 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$263K	0.0%	1,047 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$276K	0.0%Prev: 0.1%	2,216 SH	Decreased-364 SH
ALPHABET INC	CAP STK CL A	$54.2M	9.6%Prev: 5.4%	151,685 SH	Increased-7,806 SH
ALPHABET INC	CAP STK CL C	$4.4M	0.8%Prev: 0.4%	12,497 SH	Increased-652 SH
AMAZON COM INC	COM	$18.4M	3.3%Prev: 3.4%	77,042 SH	Increased-4,303 SH
AMERICAN EXPRESS CO	COM	$6.1M	1.1%Prev: 1.2%	18,043 SH	Decreased-1,131 SH
AMERICAN TOWER CORP	COM	$446K	0.1%	2,724 SH	New
AMPHENOL CORP	CL A	$2.6M	0.5%	14,884 SH	New
APPLE INC	COM	$16.3M	2.9%Prev: 2.2%	56,302 SH	Increased-158 SH
APPLIED MATLS INC	COM	$3.2M	0.6%Prev: 0.2%	4,456 SH	Increased+17 SH
BANK OF AMER CORP	COM	$401K	0.1%	7,034 SH	New
BANK OF NY MELLON CORP	COM	$8.7M	1.5%	60,002 SH	New
BECTON DICKINSON & CO	COM	$1.7M	0.3%Prev: 0.5%	11,371 SH	Decreased-2,362 SH
BERKLEY W R CORP	COM	$401K	0.1%Prev: 0.1%	5,692 SH	Increased+456 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$41.2M	7.3%Prev: 7.4%	55 SH	Increased+2 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$50.2M	8.9%Prev: 9.0%	100,250 SH	Increased+4,408 SH
BLACKROCK INC	COM	$1.9M	0.3%Prev: 0.5%	2,023 SH	Decreased-582 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$888K	0.2%Prev: 0.2%	19,801 SH	Decreased-3,350 SH
BROOKFIELD CORP	CL A LTD VT SH	$778K	0.1%Prev: 0.2%	18,278 SH	Decreased+4,821 SH
BUCKLE INC	COM	$435K	0.1%	10,300 SH	New
BWX TECHNOLOGIES INC	COM	$323K	0.1%Prev: 0.0%	1,660 SH	Increased+8 SH
CAPITAL GROUP CORE BALANCED	SHS	$481K	0.1%	12,680 SH	New
CAPITAL GROUP CORE EQUITY ET	SHS CREAT UNIT	$1.9M	0.3%	42,760 SH	New
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$1.3M	0.2%Prev: 0.1%	34,501 SH	Increased+19,170 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$1.2M	0.2%	24,308 SH	New
CAPITAL GROUP EQUITY ETF TR	US SM MI CA ETF	$336K	0.1%	10,206 SH	New
CAPITAL GROUP GBL GROWTH EQT	SHS CREAT UNIT	$1.5M	0.3%	34,590 SH	New
CAPITAL GROUP GLOBAL EQUITY	SHS	$245K	0.0%	6,952 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$3.4M	0.6%	72,265 SH	New
CAPITAL GROUP INTERNATIONAL	SHS	$530K	0.1%Prev: 0.1%	14,417 SH	Increased+2,290 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREAT UNIT	$985K	0.2%	28,464 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$243K	0.0%	10,924 SH	New
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$346K	0.1%	12,649 SH	New
CARRIER GLOBAL CORPORATION	COM	$10.7M	1.9%Prev: 2.3%	145,935 SH	Decreased-15,975 SH
CASEYS GEN STORES INC	COM	$291K	0.1%	366 SH	New
CATERPILLAR INC	COM	$2.5M	0.4%Prev: 0.2%	2,355 SH	Increased+21 SH
CHEVRON CORPORATION	COM	$340K	0.1%	2,049 SH	New
CHUBB LIMITED	COM	$3.0M	0.5%Prev: 0.5%	8,763 SH	Increased-683 SH
CINCINNATI FINL CORP	COM	$1.8M	0.3%Prev: 0.3%	9,813 SH	Increased+7 SH
CISCO SYS INC	COM	$453K	0.1%Prev: 0.1%	3,860 SH	Increased-200 SH
COCA COLA CO	COM	$6.2M	1.1%Prev: 1.1%	75,968 SH	Increased-4,511 SH
COLGATE PALMOLIVE CO	COM	$526K	0.1%Prev: 0.2%	5,737 SH	Decreased-3,800 SH
CONOCOPHILLIPS	COM	$225K	0.0%	2,168 SH	New
COPART INC	COM	$4.2M	0.7%Prev: 0.8%	148,987 SH	Increased+66,127 SH
CORNING INC	COM	$2.7M	0.5%	10,420 SH	New
COSTAR GROUP INC	COM	$404K	0.1%Prev: 0.3%	14,265 SH	Decreased-7,025 SH
COSTCO WHOLESALE CORPORATION	COM	$32.0M	5.7%	34,211 SH	New
DANAHER CORP DEL	COM	$17.4M	3.1%	91,284 SH	New
DEERE & CO	COM	$2.8M	0.5%Prev: 0.4%	4,439 SH	Increased-25 SH
DIAGEO PLC	SPON ADR NEW	$577K	0.1%Prev: 0.9%	7,181 SH	Decreased-41,226 SH
DISNEY WALT CO	COM	$6.9M	1.2%Prev: 2.0%	71,998 SH	Decreased-12,765 SH
EATON CORP PLC	SHS	$501K	0.1%Prev: 0.1%	1,175 SH	Increased+13 SH
ECOLAB INC	COM	$1.8M	0.3%Prev: 0.4%	6,554 SH	Decreased-537 SH
ESAB CORPORATION	COM	$1.2M	0.2%Prev: 0.3%	12,639 SH	Decreased-27 SH
EXXON MOBIL CORP	COM	$979K	0.2%Prev: 0.2%	7,159 SH	Increased-111 SH
FASTENAL CO	COM	$3.4M	0.6%Prev: 0.5%	69,988 SH	Increased+12,022 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$294K	0.1%Prev: 0.0%	2,207 SH	Increased-560 SH
GOLDMINING INC	COM	$10K	0.0%Prev: 0.0%	10,752 SH	Increased
HAGERTY INC	CL A COM	$11.6M	2.1%Prev: 1.2%	973,651 SH	Increased+366,342 SH
HERSHEY CO	COM	$440K	0.1%Prev: 0.1%	2,508 SH	Decreased-404 SH
HOME DEPOT INC	COM	$1.0M	0.2%Prev: 0.3%	2,854 SH	Decreased-731 SH
IDEXX LABS INC	COM	$1.6M	0.3%Prev: 0.3%	2,990 SH	Decreased-40 SH
INTEL CORP	COM	$609K	0.1%	4,360 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$346K	0.1%Prev: 0.1%	1,229 SH	Decreased+42 SH
INVESCO QQQ TR	UNIT SER 1	$274K	0.0%	373 SH	New
ISHARES TR	CORE DIV GRWTH	$593K	0.1%Prev: 0.1%	7,819 SH	Decreased-2,073 SH
ISHARES TR	CORE MSCI EAFE	$1.7M	0.3%Prev: 0.3%	17,393 SH	Increased-748 SH
ISHARES TR	CORE S&P MCP ETF	$1.6M	0.3%Prev: 0.2%	20,222 SH	Increased+150 SH
ISHARES TR	CORE S&P SCP ETF	$1.5M	0.3%Prev: 0.2%	10,442 SH	Increased+371 SH
ISHARES TR	CORE S&P TTL STK	$228K	0.0%Prev: 0.0%	1,386 SH	Increased-158 SH
ISHARES TR	CORE S&P500 ETF	$3.6M	0.6%Prev: 0.5%	4,821 SH	Increased+335 SH
ISHARES TR	MSCI USA MIN ETF	$1.1M	0.2%	10,988 SH	New
ISHARES TR	RUSSELL 2000 ETF	$374K	0.1%Prev: 0.1%	1,246 SH	Increased
JOHNSON & JOHNSON	COM	$5.7M	1.0%Prev: 0.7%	22,417 SH	Increased-2,191 SH
JPMORGAN CHASE & CO	COM	$9.0M	1.6%	27,365 SH	New
KINDER MORGAN INC DEL	COM	$208K	0.0%	6,491 SH	New
LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	$8.0M	1.4%Prev: 0.8%	84,595 SH	Increased+43,213 SH
LINDE PLC	SHS	$6.9M	1.2%Prev: 1.2%	13,208 SH	Increased-521 SH
LOUISIANA PAC CORP	COM	$1.7M	0.3%Prev: 0.4%	21,673 SH	Decreased-3,426 SH
MARKEL GROUP INC	COM	$34.9M	6.2%Prev: 6.8%	17,862 SH	Decreased+238 SH
MARRIOTT INTL INC NEW	CL A	$9.5M	1.7%Prev: 1.4%	25,661 SH	Increased-863 SH
MASTERCARD INCORPORATED	CL A	$30.0M	5.3%Prev: 6.7%	58,458 SH	Decreased-3,322 SH
MCDONALDS CORP	COM	$8.2M	1.5%Prev: 1.8%	30,324 SH	Decreased-2,092 SH
META PLATFORMS INC	CL A	$539K	0.1%Prev: 0.2%	957 SH	Decreased-152 SH
METTLER TOLEDO INTERNATIONAL	COM	$715K	0.1%Prev: 0.1%	560 SH	Increased-15 SH
MICROSOFT CORP	COM	$15.5M	2.8%Prev: 4.2%	41,643 SH	Decreased-2,224 SH
MOODYS CORP	COM	$4.9M	0.9%Prev: 1.1%	10,861 SH	Decreased-1,033 SH
MSCI INC	COM	$1.1M	0.2%Prev: 0.3%	2,022 SH	Decreased-485 SH
NIKE INC	CL B	$441K	0.1%Prev: 0.1%	10,733 SH	Decreased-229 SH
NUCOR CORP	COM	$300K	0.1%	1,347 SH	New
NVIDIA CORPORATION	COM	$1.1M	0.2%Prev: 0.2%	5,470 SH	Increased-567 SH
OCCIDENTAL PETE CORP	COM	$3.1M	0.5%Prev: 0.6%	63,208 SH	Increased-8,430 SH
ORACLE CORP	COM	$315K	0.1%Prev: 0.1%	2,148 SH	Decreased+137 SH
OTIS WORLDWIDE CORP	COM	$4.7M	0.8%Prev: 1.4%	65,323 SH	Decreased-8,366 SH
PEPSICO INC	COM	$2.0M	0.4%Prev: 0.4%	14,988 SH	Decreased-950 SH
PFIZER INC	COM	$237K	0.0%Prev: 0.1%	9,854 SH	Decreased-1,141 SH
PHILIP MORRIS INTL INC	COM	$298K	0.1%Prev: 0.1%	1,646 SH	Increased+76 SH
PHILLIPS 66	COM	$729K	0.1%Prev: 0.1%	4,310 SH	Increased-173 SH
PRICE T ROWE GROUP INC	COM	$274K	0.0%Prev: 0.0%	2,406 SH	Increased
PROCTER & GAMBLE CO	COM	$926K	0.2%	6,314 SH	New
QUALCOMM INC	COM	$213K	0.0%	1,150 SH	New
ROPER TECHNOLOGIES INC	COM	$356K	0.1%Prev: 1.5%	1,051 SH	Decreased-12,373 SH
ROSS STORES INC	COM	$213K	0.0%	1,000 SH	New
RTX CORPORATION	COM	$508K	0.1%Prev: 0.1%	2,678 SH	Increased-188 SH
S&P GLOBAL INC	COM	$810K	0.1%Prev: 0.2%	1,990 SH	Decreased-366 SH
SCHEIN HENRY INC	COM	$610K	0.1%	7,300 SH	New
SCHWAB CHARLES CORP	COM	$5.3M	0.9%Prev: 1.1%	57,109 SH	Decreased-4,451 SH
STARBUCKS CORP	COM	$15.6M	2.8%Prev: 2.9%	152,717 SH	Increased-12,192 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$846K	0.2%	1,133 SH	New
STRYKER CORPORATION	COM	$560K	0.1%Prev: 0.1%	1,780 SH	Decreased
SYSCO CORP	COM	$218K	0.0%Prev: 0.0%	2,604 SH	Decreased-443 SH
TESLA INC	COM	$1.1M	0.2%Prev: 0.2%	2,611 SH	Increased-300 SH
TRAVELERS COMPANIES INC	COM	$3.7M	0.7%Prev: 0.7%	11,218 SH	Decreased-3,314 SH
TRUIST FINL CORP	COM	$259K	0.0%	5,196 SH	New
UNILEVER PLC	SPON ADR NEW	$291K	0.1%Prev: 0.1%	4,846 SH	Decreased-696 SH
UNION PAC CORP	COM	$5.2M	0.9%Prev: 0.9%	19,130 SH	Increased-2,305 SH
UNITED PARCEL SVCS INC	CL B	$5.4M	1.0%	49,785 SH	New
UNITED STATES ANTIMONY CORP	COM	$104K	0.0%	14,340 SH	New
US BANCORP	COM NEW	$345K	0.1%	5,710 SH	New
VALMONT INDS INC	COM	$347K	0.1%	600 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$278K	0.0%	3,686 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$2.0M	0.3%Prev: 0.3%	22,709 SH	Increased+19,322 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$289K	0.1%Prev: 0.1%	3,000 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$414K	0.1%Prev: 0.1%	603 SH	Increased-19 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.5M	0.3%Prev: 0.2%	4,800 SH	Increased+1,315 SH
VANGUARD INDEX FDS	VALUE ETF	$897K	0.2%Prev: 0.1%	4,118 SH	Increased-56 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$758K	0.1%Prev: 0.1%	12,704 SH	Increased+1,131 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$776K	0.1%Prev: 0.1%	4,946 SH	Increased+2,061 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$742K	0.1%Prev: 0.1%	10,408 SH	Increased+1,841 SH
VERALTO CORP	COM SHS	$1.9M	0.3%Prev: 0.5%	21,446 SH	Decreased-2,700 SH
VISA INC	COM CL A	$682K	0.1%Prev: 0.1%	1,988 SH	Decreased-142 SH
WALMART INC	COM	$2.6M	0.5%Prev: 0.4%	22,815 SH	Increased+857 SH
WASTE CONNECTIONS INC	COM	$844K	0.2%Prev: 0.2%	5,062 SH	Decreased
WATERS CORP	COM	$570K	0.1%	1,519 SH	New
WELLS FARGO & CO	COM	$586K	0.1%	7,094 SH	New
WILLIAMS COS INC	COM	$214K	0.0%	2,885 SH	New
XYLEM INC	COM	$531K	0.1%Prev: 0.1%	4,488 SH	Decreased

Sold (vs prior filing)

AMERICAN TOWER CORP NEW — $597K
AMPHENOL CORP NEW — $2.4M
AUTOMATIC DATA PROCESSING IN — $643K
BANK AMERICA CORP — $291K
BANK NEW YORK MELLON CORP — $5.7M
CAPITAL GROUP CORE EQUITY ET — $988K
CAPITAL GROUP DIVIDEND VALUE — $648K
CAPITAL GROUP GBL GROWTH EQT — $665K
CAPITAL GROUP GROWTH ETF — $2.4M
CAPITAL GROUP INTL FOCUS EQT — $812K
CAPITAL ONE FINL CORP — $221K
CHEVRON CORP NEW — $241K
COSTCO WHSL CORP NEW — $35.0M
DANAHER CORPORATION — $17.3M
DIMENSIONAL ETF TRUST — $278K
HENRY SCHEIN INC — $475K
ISHARES TR — $1000K
JBT MAREL CORPORATION — $679K
JPMORGAN CHASE & CO. — $8.5M
MCCORMICK & CO INC — $347K
… and 8 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