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Portfolio (Quarterly) Guide ↗

LINCOLN CAPITAL CORP

· CIK 0000872359
13F Portfolio $272M AUM 99 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 21 Added 39 Reduced 13 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEFA ISHARES TR 214,322.0 $19.4M 7.14% +2K +0.8% $90.53 +7.6%
2 SPYM SPDR SERIES TRUST 217,601.0 $16.7M 6.13% +42K +24.1% $76.54 +14.5%
3 BNDX VANGUARD CHARLOTTE FDS 171,521.0 $8.2M 3.03% +1K +0.6% $48.05 +0.5%
4 GOOGL ALPHABET INC Communication Services 27,634.0 $7.9M 2.92% +674.0 +2.5% $287.56 +21.6%
5 CGNG CAPITAL GROUP NEW GEOGRAPHY 235,582.0 $7.4M 2.74% +4K +1.8% $31.57 +20.7%
6 RKT ROCKET COS INC Financial Services 281,050.0 $4.0M 1.47% +8K +3.0% $14.25 -6.4%
7 FESM FIDELITY COVINGTON TRUST 103,654.0 $3.9M 1.45% +14K +15.6% $38.00 +24.2%
8 DFAE DIMENSIONAL ETF TRUST 91,032.0 $3.1M 1.13% +920.0 +1.0% $33.86 +23.9%
9 NI NISOURCE INC Utilities 65,353.0 $3.0M 1.12% +965.0 +1.5% $46.66 +2.1%
10 SAIA SAIA INC Industrials 8,547.0 $3.0M 1.10% +4K +103.5% $351.28 +24.1%
11 TSPA T ROWE PRICE ETF INC 70,275.0 $2.9M 1.06% +962.0 +1.4% $40.90 +15.6%
12 SCHB SCHWAB STRATEGIC TR 114,036.0 $2.9M 1.05% +1K +1.2% $25.10 +15.1%
13 HYCROFT MINING HOLDING CORP 53,910.0 $1.9M 0.70% +14K +34.6% $35.20
14 VTEB VANGUARD MUN BD FDS 30,968.0 $1.5M 0.57% +724.0 +2.4% $49.89 +1.1%
15 UNH UNITEDHEALTH GROUP INC Healthcare 4,692.0 $1.3M 0.47% +1K +27.2% $270.58 +50.3%
16 META META PLATFORMS INC Communication Services 1,584.0 $906K 0.33% +293.0 +22.7% $572.01 -1.4%
17 PH PARKER-HANNIFIN CORP Industrials 729.0 $653K 0.24% +148.0 +25.5% $895.30 +7.5%
18 BAC BANK AMERICA CORP Financial Services 10,089.0 $492K 0.18% +436.0 +4.5% $48.75 +17.7%
19 PFE PFIZER INC Healthcare 12,970.0 $364K 0.13% +141.0 +1.1% $28.08 -10.7%
20 GEV GE VERNOVA INC Utilities 404.0 $353K 0.13% +35.0 +9.5% $872.90 +29.2%
Page 1 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.3%
Financial Services 16.5%
Communication Services 10.6%
Industrials 8.6%
Consumer Cyclical 8.3%
Utilities 6.7%
Healthcare 4.0%
Consumer Defensive 3.6%
Basic Materials 1.5%
Real Estate 0.9%