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Portfolio (Quarterly) Guide ↗

Lincoln Capital LLC

· CIK 0001633862
13F Portfolio $562M AUM 137 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 13 New 32 Added 63 Reduced 7 Exited
Page 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACN ACCENTURE PLC IRELAND Technology 2,216.0 $276K 0.05% -364.0 -14.1% $124.43 +50.3%
62 PFE PFIZER INC Healthcare 9,854.0 $237K 0.04% -370.0 -3.6% $24.08 +18.0%
63 ITOT ISHARES TR 1,386.0 $228K 0.04% -128.0 -8.4% $164.31 +2.1%
Page 4 of 4  ·  63 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
Financial Services 30.0%
Communication Services 14.5%
Consumer Cyclical 12.9%
Industrials 10.7%
Consumer Defensive 10.7%
Technology 10.2%
Healthcare 6.9%
Basic Materials 2.5%
Energy 1.4%
Real Estate 0.2%