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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
BLKBlackrock Inc
Recent Activity
Exited
0%
$2.618M
2,758 shares@ $949.39 avg price
NUENucor Corp
Recent Activity
Exited
0%
$213,934
1,423 shares@ $150.35 avg price
ELLauder Estee Cos Inc
Recent Activity
Exited
0%
$211,858
2,125 shares@ $99.7 avg price
ROSTRoss Stores Inc
Recent Activity
Exited
0%
$205,898
1,368 shares@ $150.52 avg price
ITOTIshares Tr
Recent Activity
Exited
0%
$200,965
1,600 shares@ $125.61 avg price