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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 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VO VANGUARD INDEX FDS 25,963.0 $2.1M 0.68% +19K +299.8% $80.57 +1.2%
22 FENI FIDELITY COVINGTON TRUST 40,408.0 $1.6M 0.53% +3K +7.1% $40.13 +2.4%
23 KLAC KLA CORP Technology 5,304.0 $1.6M 0.52% +5K +845.5% $301.71 -43.0%
24 VTEB VANGUARD MUN BD FDS 31,589.0 $1.6M 0.52% +621.0 +2.0% $50.58 -3.3%
25 GLW CORNING INC Technology 5,925.0 $1.5M 0.49% +52.0 +0.9% $255.44 -43.6%
26 TVA TEXAS VENTURES ACQUISITION I Financial Services 121,500.0 $1.3M 0.42% +72K +143.0% $10.55 +0.0%
27 SHV ISHARES TR 9,972.0 $1.1M 0.36% +512.0 +5.4% $110.35 -0.3%
28 BIL SPDR SERIES TRUST 7,933.0 $727K 0.24% +1K +17.8% $91.64 -0.3%
29 JPM JPMORGAN CHASE & CO Financial Services 1,992.0 $652K 0.21% +66.0 +3.4% $327.30 +8.4%
30 TSLA TESLA INC Consumer Cyclical 1,490.0 $627K 0.20% +95.0 +6.8% $420.60 -16.1%
31 CSCO CISCO SYS INC Technology 4,687.0 $551K 0.18% +1K +27.1% $117.46 -7.4%
32 CFG CITIZENS FINL GROUP INC Financial Services 5,256.0 $368K 0.12% +39.0 +0.8% $70.07 -0.6%
33 PFE PFIZER INC Healthcare 13,230.0 $319K 0.10% +260.0 +2.0% $24.08 +20.2%
34 VGIT VANGUARD SCOTTSDALE FDS 4,240.0 $250K 0.08% +101.0 +2.4% $58.98 -1.9%
35 IBDW ISHARES TR 11,829.0 $247K 0.08% +1K +9.5% $20.84 -1.9%
36 F FORD MTR CO Consumer Cyclical 17,132.0 $238K 0.08% +119.0 +0.7% $13.90 +0.2%
Page 2 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%