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Portfolio (Quarterly) Guide ↗

LINCOLN CAPITAL CORP

· CIK 0000872359
13F Portfolio $282M AUM 92 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 92 New
Page 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK AMERICA CORP Financial Services 9,653.0 $531K 0.19% NEW $55.00 +5.3%
62 GLW CORNING INC Technology 6,062.0 $531K 0.19% NEW $87.56 +121.6%
63 PH PARKER-HANNIFIN CORP Industrials 581.0 $511K 0.18% NEW $878.96 +7.8%
64 SPDW SPDR INDEX SHS FDS 11,143.0 $495K 0.18% NEW $44.41 +11.7%
65 XLK SELECT SECTOR SPDR TR 3,106.0 $447K 0.16% NEW $143.97 +28.0%
66 KGC KINROSS GOLD CORP Basic Materials 15,000.0 $422K 0.15% NEW $28.16 -11.2%
67 GOOG ALPHABET INC Communication Services 1,335.0 $419K 0.15% NEW $313.80 +10.3%
68 CFG CITIZENS FINL GROUP INC Financial Services 6,180.0 $361K 0.13% NEW $58.41 +18.1%
69 F FORD MTR CO Consumer Cyclical 26,964.0 $354K 0.13% NEW $13.12 +6.7%
70 PFE PFIZER INC Healthcare 12,829.0 $319K 0.11% NEW $24.90 -0.7%
71 BX BLACKSTONE INC Financial Services 1,944.0 $300K 0.11% NEW $154.16 -22.1%
72 CAT CATERPILLAR INC Industrials 504.0 $289K 0.10% NEW $572.87 +71.8%
73 MTUM ISHARES TR 1,145.0 $287K 0.10% NEW $250.31 +31.7%
74 TRN TRINITY INDS INC Industrials 10,000.0 $264K 0.09% NEW $26.44 +32.6%
75 MBB ISHARES TR 2,730.0 $260K 0.09% NEW $95.22 -0.9%
76 JMBS JANUS DETROIT STR TR 5,576.0 $255K 0.09% NEW $45.69 -1.4%
77 IBDW ISHARES TR 11,863.0 $251K 0.09% NEW $21.15 -1.8%
78 CVIE MORGAN STANLEY ETF TRUST 3,500.0 $250K 0.09% NEW $71.30 +17.0%
79 VGIT VANGUARD SCOTTSDALE FDS 4,114.0 $247K 0.09% NEW $59.93 -2.0%
80 AMD ADVANCED MICRO DEVICES INC Technology 1,140.0 $244K 0.09% NEW $214.16 +142.7%
Page 4 of 5  ·  92 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 40.9%
Financial Services 17.6%
Communication Services 11.3%
Consumer Cyclical 9.4%
Industrials 5.7%
Utilities 4.8%
Healthcare 4.4%
Consumer Defensive 2.8%
Real Estate 1.9%
Basic Materials 1.3%