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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 5  ·  99 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 MSFT MICROSOFT CORP Technology 41,785.0 $15.6M 5.06% -880.0 -2.1% $373.02 +34.3%
4 AAPL APPLE INC Technology 50,719.0 $14.7M 4.77% -4K -6.7% $289.36 +12.4%
5 SCHM SCHWAB STRATEGIC TR 349,323.0 $12.9M 4.18% +7K +2.1% $36.87 -4.6%
6 IEF ISHARES TR 126,444.0 $12.0M 3.88% +3K +2.5% $94.57 -2.6%
7 GSLC GOLDMAN SACHS ETF TR 80,647.0 $11.4M 3.72% -26K -24.2% $141.89 +2.4%
8 GOOGL ALPHABET INC Communication Services 27,449.0 $9.8M 3.19% -185.0 -0.7% $357.37 -6.3%
9 CGNG CAPITAL GROUP NEW GEOGRAPHY 242,499.0 $9.1M 2.95% +7K +2.9% $37.46 -2.9%
10 AMZN AMAZON COM INC Consumer Cyclical 36,066.0 $8.6M 2.79% -931.0 -2.5% $238.34 +7.0%
11 BNDX VANGUARD CHARLOTTE FDS 171,277.0 $8.3M 2.69% $48.43 -2.4%
12 BAI BLACKROCK ETF TRUST 146,697.0 $7.7M 2.51% $52.72 -17.9%
13 VFMO VANGUARD WELLINGTON FD 26,571.0 $6.6M 2.15% +860.0 +3.3% $249.51 -10.0%
14 FELC FIDELITY COVINGTON TRUST 154,046.0 $6.5M 2.10% +6K +3.8% $41.91 +3.6%
15 FBND FIDELITY MERRIMACK STR TR 139,518.0 $6.3M 2.06% +14K +11.2% $45.49 -1.9%
16 JAAA JANUS DETROIT STR TR 120,840.0 $6.1M 1.98% +4K +3.1% $50.49 +0.1%
17 AVGO BROADCOM INC Technology 14,656.0 $5.5M 1.80% -125.0 -0.8% $377.76 -2.1%
18 SCHW SCHWAB CHARLES CORP Financial Services 59,949.0 $5.5M 1.80% $92.27 +17.4%
19 CENCORA INC 19,281.0 $5.5M 1.77% $282.98
20 QUAL ISHARES TR 24,143.0 $5.3M 1.72% +138.0 +0.6% $219.43 +0.7%
Page 1 of 5  ·  99 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%