Lincoln Capital LLC Portfolio Holdings
Lincoln Capital LLC
- $522 Million
- Q4 2025
Lincoln Capital LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $522 Million distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $47.7M, Alphabet Inc. with a value of $43M, Berkshire Hathaway Inc with a value of $40M, Markel Corp with a value of $35.9M, and Mastercard Inc with a value of $32.3M.
Examining the 13F form we can see an increase of $10.5M in the current position value, from $512M to 522M.
Below you can find more details about Lincoln Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$522 Million
Financial Services: $213 Million
Consumer Cyclical: $60 Million
Communication Services: $55.6 Million
Consumer Defensive: $45.7 Million
Technology: $43.6 Million
Industrials: $38.2 Million
Healthcare: $30.5 Million
ETFs: $23.1 Million
Other: $11 Million