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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 3 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FENI FIDELITY COVINGTON TRUST 40,408.0 $1.6M 0.53% +3K +7.1% $40.13 +2.1%
42 INTF ISHARES TR 39,344.0 $1.6M 0.52% $40.96 +4.1%
43 KLAC KLA CORP Technology 5,304.0 $1.6M 0.52% +5K +845.5% $301.71 -43.4%
44 VTEB VANGUARD MUN BD FDS 31,589.0 $1.6M 0.52% +621.0 +2.0% $50.58 -3.2%
45 GLW CORNING INC Technology 5,925.0 $1.5M 0.49% +52.0 +0.9% $255.44 -43.0%
46 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,021.0 $1.5M 0.49% $746.77 +2.0%
47 SCHX SCHWAB STRATEGIC TR 48,482.0 $1.4M 0.46% $29.43 +2.0%
48 VIG VANGUARD SPECIALIZED FUNDS 5,495.0 $1.3M 0.42% $236.62 +1.9%
49 TVA TEXAS VENTURES ACQUISITION I Financial Services 121,500.0 $1.3M 0.42% +72K +143.0% $10.55 +0.0%
50 HYCROFT MINING HOLDING CORP 53,910.0 $1.3M 0.41% $23.40
51 SHV ISHARES TR 9,972.0 $1.1M 0.36% +512.0 +5.4% $110.35 -0.3%
52 MAA MID-AMER APT CMNTYS INC Real Estate 7,386.0 $1.0M 0.33% $138.94 -6.9%
53 MA MASTERCARD INCORPORATED Financial Services 1,897.0 $974K 0.32% $513.68 +13.1%
54 IJR ISHARES TR 6,482.0 $961K 0.31% $148.31 -3.6%
55 CVLC MORGAN STANLEY ETF TRUST 9,921.0 $937K 0.30% $94.47 +0.6%
56 NFLX NETFLIX INC. Communication Services 11,040.0 $788K 0.26% $71.40 +13.2%
57 AG FIRST MAJESTIC SILVER CORP Basic Materials 45,150.0 $766K 0.25% -25K -35.6% $16.96 +17.1%
58 EFA ISHARES TR 7,278.0 $756K 0.25% -143.0 -1.9% $103.88 +2.5%
59 META META PLATFORMS INC Communication Services 1,329.0 $748K 0.24% -255.0 -16.1% $563.14 +2.7%
60 BIL SPDR SERIES TRUST 7,933.0 $727K 0.24% +1K +17.8% $91.64 -0.3%
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 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%