Lincoln Capital LLC Incresed Positions in Q3 2025

Lincoln Capital LLC

  • $512 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HGTY
Hagerty, Inc.

Financial Services
180K
+ 29.65%
$9.34 - $13.02 $1.68M - $2.34M
787K $9.48M
OXY
Occidental Petroleum Corp

Energy
53K
+ 73.99%
$42.54 - $48.1 $2.25M - $2.55M
125K $5.89M
AAPL
Apple Inc.

Technology
60
+ 0.11%
$202.38 - $256.87 $12.1K - $15.4K
56.5K $14.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
3.08K
+ 5.32%
$40.2 - $44.58 $124K - $137K
60.9K $2.68M
IVV
Ishares Core S&P 500 ETF

ETFs
108
+ 2.41%
$620.67 - $670.08 $67K - $72.4K
4.59K $3.07M
CAT
Caterpillar Inc

Industrials
21
+ 0.9%
$390.92 - $477.15 $8.21K - $10K
2.36K $1.12M
ORCL
Oracle Corp

Technology
275
+ 13.67%
$218.96 - $328.33 $60.2K - $90.3K
2.29K $642K
CGUS
Capital Group Core Equity ETF
2.87K
+ 10.71%
$36.89 - $39.72 $106K - $114K
29.6K $1.17M
VUG
Vanguard Growth ETF

ETFs
75
+ 2.21%
$433.97 - $484.08 $32.5K - $36.3K
3.46K $1.66M
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.39%
$357.4 - $423.42 $5K - $5.93K
3.6K $1.46M
VB
Vanguard Small Cap ETF

ETFs
280
+ 8.03%
$237.58 - $259.17 $66.5K - $72.6K
3.77K $957K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
257
+ 2.55%
$108.46 - $120.63 $27.9K - $31K
10.3K $1.23M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
943
+ 4.7%
$62.09 - $66.51 $58.6K - $62.7K
21K $1.37M
CGGO
Capital Group Global Growth Eq

ETFs
2.36K
+ 11.37%
$31.71 - $34.17 $74.9K - $80.7K
23.1K $791K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
901
+ 7.79%
$49.43 - $54.52 $44.5K - $49.1K
12.5K $675K
VEA
Vanguard Ftse Developed Market

ETFs
1.29K
+ 15.1%
$56.02 - $60.3 $72.5K - $78K
9.86K $590K
CINF
Cincinnati Financial Corp

Financial Services
7
+ 0.07%
$145.8 - $158.1 $1.02K - $1.11K
9.81K $1.55M
IEFA
Ishares Tr

ETFs
95
+ 0.52%
$81.7 - $87.53 $7.76K - $8.32K
18.2K $1.59M
VT
Vanguard Total World Stk Index

ETFs
350
+ 12.13%
$128.41 - $138.03 $44.9K - $48.3K
3.24K $445K
BWXT
Bwx Technologies, Inc.

Industrials
2
+ 0.12%
$136.45 - $184.37 $273 - $369
1.65K $304K
RTX
Raytheon Technologies Corp

Industrials
21
+ 0.73%
$144.19 - $167.33 $3.03K - $3.51K
2.89K $483K
GLD
Spdr Gold Trust

ETFs
20
+ 1.97%
$300.96 - $355.47 $6.02K - $7.11K
1.04K $367K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
42
+ 6.75%
$567.77 - $614.76 $23.8K - $25.8K
664 $406K
CGDV
Capital Group Divid Value ETF

ETFs
235
+ 1.43%
$39.59 - $42.21 $9.3K - $9.92K
16.6K $699K
WFC
Wells Fargo & Company

Financial Services
28
+ 0.4%
$77.05 - $85.16 $2.16K - $2.38K
7.04K $590K
CSCO
Cisco Systems, Inc.

Technology
420
+ 10.34%
$66.2 - $71.79 $27.8K - $30.2K
4.48K $306K
SYY
Sysco Corp

Consumer Defensive
57
+ 1.87%
$76.33 - $82.51 $4.35K - $4.7K
3.1K $255K
CVX
Chevron Corp

Energy
20
+ 1.19%
$145.57 - $161.83 $2.91K - $3.24K
1.7K $264K
USB
Us Bancorp \De\

Financial Services
21
+ 0.32%
$43.94 - $50.41 $923 - $1.06K
6.64K $320K
TROW
Price T Rowe Group Inc

Financial Services
24
+ 1.0%
$98.67 - $111.52 $2.37K - $2.68K
2.43K $249K
Capital Group Dividend Growe
1.68K
+ 10.98%
N/A
17K $0
Capital Group International
165
+ 1.36%
N/A
12.3K $0
IBM
International Business Machines Corp

Technology
38
+ 3.2%
$234.77 - $292.47 $8.92K - $11.1K
1.23K $345K
NKE
Nike, Inc.

Consumer Cyclical
11
+ 0.1%
$69.24 - $79.24 $762 - $872
11K $765K
V
Visa Inc.

Financial Services
27
+ 1.27%
$332.09 - $358.86 $8.97K - $9.69K
2.16K $736K
PG
Procter & Gamble CO

Consumer Defensive
99
+ 1.58%
$150.47 - $161.22 $14.9K - $16K
6.35K $975K
PM
Philip Morris International Inc.

Consumer Defensive
21
+ 1.34%
$157.77 - $183.27 $3.31K - $3.85K
1.59K $258K
ESAB
Esab Corp

Industrials
10
+ 0.08%
$108.14 - $134.17 $1.08K - $1.34K
12.7K $1.42M
DE
Deere & CO

Industrials
12
+ 0.27%
$457.26 - $524.37 $5.49K - $6.29K
4.48K $2.05M
Activity Summary
Buys All Purchases 45 New Holdings 5 Increased Positions 40 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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