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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 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MBB ISHARES TR 2,673.0 $254K 0.09% -57.0 -2.1% $94.95 -0.2%
82 SCHA SCHWAB STRATEGIC TR 8,485.0 $247K 0.09% -67.0 -0.8% $29.08 +20.7%
83 VGIT VANGUARD SCOTTSDALE FDS 4,139.0 $246K 0.09% +25.0 +0.6% $59.55 -1.0%
84 JMBS JANUS DETROIT STR TR 5,454.0 $246K 0.09% -122.0 -2.2% $45.18 +0.2%
85 CMCSA COMCAST CORP NEW Communication Services 8,500.0 $244K 0.09% NEW $28.71 -21.1%
86 MCK MCKESSON CORP Healthcare 280.0 $242K 0.09% NEW $865.36 -10.6%
87 BK BANK NEW YORK MELLON CORP Financial Services 2,029.0 $241K 0.09% $118.63 +19.6%
88 CVIE MORGAN STANLEY ETF TRUST 3,298.0 $240K 0.09% -202.0 -5.8% $72.69 +14.9%
89 XOM EXXON MOBIL CORP Energy 1,376.0 $233K 0.09% NEW $169.66 -19.6%
90 MDT MEDTRONIC PLC Healthcare 2,637.0 $228K 0.08% -20K -88.3% $86.65 -6.7%
91 TER TERADYNE INC Technology 767.0 $227K 0.08% NEW $296.46 +43.7%
92 IBDW ISHARES TR 10,804.0 $226K 0.08% -1K -8.9% $20.93 -0.5%
93 BX BLACKSTONE INC Financial Services 1,879.0 $216K 0.08% -65.0 -3.3% $115.01 +1.2%
94 T AT&T INC Communication Services 7,350.0 $213K 0.08% NEW $28.99 -22.6%
95 GS GOLDMAN SACHS GROUP INC Financial Services 251.0 $212K 0.08% $845.99 +28.2%
96 JBL JABIL INC Technology 757.0 $201K 0.07% NEW $265.63 +43.8%
97 F FORD MTR CO Consumer Cyclical 17,013.0 $196K 0.07% -10K -36.9% $11.54 +20.5%
98 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 10,000.0 $93K 0.03% $9.28 -15.7%
99 IMMUNIC INC 20,400.0 $23K 0.01% NEW $1.11
Page 5 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%