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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 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PH PARKER-HANNIFIN CORP Industrials 730.0 $714K 0.23% $978.33 -2.0%
62 JPM JPMORGAN CHASE & CO Financial Services 1,992.0 $652K 0.21% +66.0 +3.4% $327.30 +10.3%
63 TSLA TESLA INC Consumer Cyclical 1,490.0 $627K 0.20% +95.0 +6.8% $420.60 -16.5%
64 XLK SELECT SECTOR SPDR TR 3,106.0 $592K 0.19% $190.52 -3.9%
65 SPDW SPDR INDEX SHS FDS 11,143.0 $561K 0.18% $50.39 +1.9%
66 CSCO CISCO SYS INC Technology 4,687.0 $551K 0.18% +1K +27.1% $117.46 -7.1%
67 CAT CATERPILLAR INC Industrials 474.0 $505K 0.16% -27.0 -5.4% $1064.90 -26.4%
68 BAC BANK OF AMER CORP Financial Services 8,833.0 $503K 0.16% -1K -12.4% $56.98 +11.4%
69 AMGN AMGEN INC Healthcare 1,376.0 $498K 0.16% -567.0 -29.2% $362.13 +20.7%
70 ABBV ABBVIE INC Healthcare 1,900.0 $478K 0.15% NEW $251.64 +2.9%
71 GEV GE VERNOVA INC Utilities 400.0 $470K 0.15% -4.0 -1.0% $1174.86 -23.6%
72 ABT ABBOTT LABORATORIES Healthcare 5,006.0 $454K 0.15% -2K -24.8% $90.74 +23.2%
73 CVMC MORGAN STANLEY ETF TRUST 5,355.0 $408K 0.13% NEW $76.13 +0.4%
74 AMD ADVANCED MICRO DEVICES INC Technology 691.0 $401K 0.13% NEW $580.91 -21.4%
75 MTUM ISHARES TR 1,145.0 $393K 0.13% $342.83 -14.0%
76 GOOG ALPHABET INC 1,085.0 $383K 0.12% -100.0 -8.4% $353.33
77 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 394.0 $380K 0.12% NEW $965.00 -18.5%
78 CFG CITIZENS FINL GROUP INC Financial Services 5,256.0 $368K 0.12% +39.0 +0.8% $70.07 +0.7%
79 PWR QUANTA SVCS INC Industrials 470.0 $338K 0.11% $720.05 -16.1%
80 TXT TEXTRON INC Industrials 3,500.0 $321K 0.10% NEW $91.73 -12.4%
Page 4 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%