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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 3 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AG FIRST MAJESTIC SILVER CORP Basic Materials 70,150.0 $1.5M 0.56% $21.48 -17.5%
42 FENI FIDELITY COVINGTON TRUST 37,740.0 $1.4M 0.52% NEW $37.20 +8.8%
43 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,027.0 $1.3M 0.48% $650.34 +14.4%
44 UNH UNITEDHEALTH GROUP INC Healthcare 4,692.0 $1.3M 0.47% +1K +27.2% $270.58 +50.3%
45 SCHX SCHWAB STRATEGIC TR 48,482.0 $1.2M 0.46% $25.64 +14.5%
46 VIG VANGUARD SPECIALIZED FUNDS 5,495.0 $1.2M 0.43% $215.06 +9.5%
47 NFLX NETFLIX INC. Communication Services 10,990.0 $1.1M 0.39% -740.0 -6.3% $96.15 -24.2%
48 SHV ISHARES TR 9,460.0 $1.0M 0.38% -187.0 -1.9% $110.39 -0.1%
49 AMAT APPLIED MATLS INC Technology 2,913.0 $996K 0.37% NEW $341.79 +87.3%
50 MA MASTERCARD INCORPORATED Financial Services 1,904.0 $951K 0.35% -2K -50.5% $499.72 -3.1%
51 META META PLATFORMS INC Communication Services 1,584.0 $906K 0.33% +293.0 +22.7% $572.01 -1.4%
52 MAA MID-AMER APT CMNTYS INC Real Estate 7,357.0 $898K 0.33% -2K -20.3% $122.12 +8.2%
53 KLAC KLA CORP Technology 561.0 $826K 0.30% NEW $1472.41 -81.7%
54 IJR ISHARES TR 6,472.0 $805K 0.30% $124.31 +15.2%
55 GLW CORNING INC Technology 5,873.0 $799K 0.29% -189.0 -3.1% $135.98 +54.3%
56 CVLC MORGAN STANLEY ETF TRUST 9,921.0 $794K 0.29% -429.0 -4.1% $80.06 +17.2%
57 EFA ISHARES TR 7,421.0 $721K 0.27% $97.13 +7.7%
58 AMGN AMGEN INC Healthcare 1,943.0 $684K 0.25% -292.0 -13.1% $351.81 -2.0%
59 ABT ABBOTT LABORATORIES Healthcare 6,654.0 $683K 0.25% -500.0 -7.0% $102.67 -14.5%
60 PH PARKER-HANNIFIN CORP Industrials 729.0 $653K 0.24% +148.0 +25.5% $895.30 +7.5%
Page 3 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 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%