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Brian Swim

@Lincoln Capital Llc

Latest period2024 - Q4ReportedManaged Assets$475.673MTotal holdings116
Assets growth rate0.6%Assets growth rate (2-Q avg)3.06%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Lincoln Capital Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Lincoln Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 475.673M in assets, with a quarterly growth rate of 0.6% and a 2-quarter average growth rate of 3.06%. The portfolio is managed by Brian Swim, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.39%
9.04%
$42.964M
94,785 shares@ $453.28 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
Decreased -1.81%
7.74%
$36.77M
54 shares@ $680920.0 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.48%
6.98%
$33.193M
36,226 shares@ $916.27 avg price
MAMastercard Incorporated
Recent Activity
Decreased -1.42%
6.96%
$33.092M
62,844 shares@ $526.57 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.71%
6.49%
$30.863M
163,035 shares@ $189.31 avg price
MKLMarkel Group Inc
Recent Activity
Decreased -0.95%
6.4%
$30.409M
17,616 shares@ $1726.2 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.47%
3.86%
$18.316M
83,484 shares@ $219.4 avg price
DHRDanaher Corporation
Recent Activity
Decreased -0.42%
3.69%
$17.507M
76,266 shares@ $229.56 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.59%
3.52%
$16.739M
39,714 shares@ $421.5 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -1.47%
3.24%
$15.399M
168,756 shares@ $91.26 avg price