Lincoln Capital LLC

Q1 2026 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$527,780
Net value change ($000)
-24,063 (-4.4%)
New positions
8
Sold out positions
4
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UPS 4,468 984.1%
COST 4,397 14.6%
FWONA 2,647 65.0%
BRK-B 1,680 3.6%
JNJ 871 17.8%
LIN 825 14.3%
SBUX 552 4.1%
GLW 505 55.4%
KO 468 8.4%
WAT 457 NEW
Top Reduces (Value $000, Stocks/ETFs)
ROP -5,381 -93.5%
MSFT -4,856 -23.5%
MA -4,575 -13.3%
GOOGL -4,391 -9.0%
DHR -3,607 -18.3%
MKL -2,614 -7.0%
AMZN -1,985 -10.8%
DIS -1,778 -19.5%
CPRT -1,546 -23.8%
AXP -1,380 -19.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type