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Portfolio (Quarterly) Guide ↗

LINCOLN CAPITAL CORP

· CIK 0000872359
13F Portfolio $308M AUM 99 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 36 Added 21 Reduced 9 Exited
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 263,570.0 $23.2M 7.53% +46K +21.1% $87.88 +2.0%
2 IEFA ISHARES TR 217,387.0 $21.0M 6.82% +3K +1.4% $96.58 +2.9%
3 SCHM SCHWAB STRATEGIC TR 349,323.0 $12.9M 4.18% +7K +2.1% $36.87 -4.6%
4 IEF ISHARES TR 126,444.0 $12.0M 3.88% +3K +2.5% $94.57 -2.6%
5 CGNG CAPITAL GROUP NEW GEOGRAPHY 242,499.0 $9.1M 2.95% +7K +2.9% $37.46 -2.9%
6 VFMO VANGUARD WELLINGTON FD 26,571.0 $6.6M 2.15% +860.0 +3.3% $249.51 -10.0%
7 FELC FIDELITY COVINGTON TRUST 154,046.0 $6.5M 2.10% +6K +3.8% $41.91 +3.6%
8 FBND FIDELITY MERRIMACK STR TR 139,518.0 $6.3M 2.06% +14K +11.2% $45.49 -1.9%
9 JAAA JANUS DETROIT STR TR 120,840.0 $6.1M 1.98% +4K +3.1% $50.49 +0.1%
10 QUAL ISHARES TR 24,143.0 $5.3M 1.72% +138.0 +0.6% $219.43 +0.7%
11 GE GE AEROSPACE Industrials 14,156.0 $5.3M 1.72% +149.0 +1.1% $373.74 -11.4%
12 FESM FIDELITY COVINGTON TRUST 109,433.0 $5.3M 1.72% +6K +5.6% $48.29 -3.5%
13 BINC BLACKROCK ETF TRUST II 90,479.0 $4.7M 1.54% +2K +2.2% $52.34 -1.5%
14 WCMI FIRST TR EXCHANGE-TRADED FD 207,300.0 $4.1M 1.32% +7K +3.6% $19.57 -0.4%
15 DFAE DIMENSIONAL ETF TRUST 94,201.0 $3.8M 1.23% +3K +3.5% $40.21 -1.5%
16 TSPA T ROWE PRICE EXCHANGE-TRADED 71,039.0 $3.4M 1.10% +764.0 +1.1% $47.53 +0.8%
17 WMT WALMART INC Consumer Defensive 27,753.0 $3.1M 1.02% +338.0 +1.2% $113.26 -6.5%
18 TCAF T ROWE PRICE EXCHANGE-TRADED 76,260.0 $3.1M 1.02% +2K +2.2% $41.10 +3.1%
19 SGOV ISHARES TR 24,062.0 $2.4M 0.79% +21K +681.5% $100.67 -0.3%
20 AMAT APPLIED MATLS INC Technology 3,150.0 $2.3M 0.74% +237.0 +8.1% $723.01 -38.9%
Page 1 of 2  ·  36 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 41.0%
Financial Services 15.7%
Communication Services 10.2%
Industrials 9.8%
Consumer Cyclical 8.6%
Utilities 6.2%
Healthcare 3.9%
Consumer Defensive 3.0%
Real Estate 0.9%
Basic Materials 0.7%