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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 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFE PFIZER INC Healthcare 13,230.0 $319K 0.10% +260.0 +2.0% $24.08 +18.6%
82 CVS CVS HEALTH CORP Healthcare 3,000.0 $310K 0.10% -1K -25.0% $103.45 -5.7%
83 SCHA SCHWAB STRATEGIC TR 8,485.0 $307K 0.10% $36.13 -6.6%
84 BK BANK OF NY MELLON CORP Financial Services 2,037.0 $295K 0.10% $144.63 -1.9%
85 JBL JABIL INC Technology 757.0 $292K 0.10% $385.48 -22.4%
86 CVIE MORGAN STANLEY ETF TRUST 3,298.0 $280K 0.09% $85.01 -0.6%
87 ITW ILLINOIS TOOL WKS INC Industrials 1,000.0 $270K 0.09% NEW $270.47 -0.2%
88 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,000.0 $263K 0.09% NEW $263.26 +30.6%
89 MBB ISHARES TR 2,673.0 $253K 0.08% $94.52 -2.2%
90 LLY ELI LILLY & CO Healthcare 210.0 $252K 0.08% -87.0 -29.3% $1199.70 -3.3%
91 VGIT VANGUARD SCOTTSDALE FDS 4,240.0 $250K 0.08% +101.0 +2.4% $58.98 -1.9%
92 IBDW ISHARES TR 11,829.0 $247K 0.08% +1K +9.5% $20.84 -2.0%
93 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 263.0 $246K 0.08% $935.47 +0.5%
94 JMBS JANUS DETROIT STR TR 5,454.0 $245K 0.08% $44.99 -2.1%
95 F FORD MTR CO Consumer Cyclical 17,132.0 $238K 0.08% +119.0 +0.7% $13.90 -0.5%
96 CNC CENTENE CORP DEL Healthcare 3,351.0 $215K 0.07% NEW $64.19 +1.6%
97 BX BLACKSTONE INC Financial Services 1,790.0 $211K 0.07% -89.0 -4.7% $117.69 +16.1%
98 MAR MARRIOTT INTL INC NEW Consumer Cyclical 541.0 $200K 0.07% NEW $370.59 -9.7%
99 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 10,000.0 $77K 0.03% $7.74 +17.1%
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 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%