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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
AAPLApple Inc
Recent Activity
Decreased -0.83%
3.02%
$14.35M
57,304 shares@ $250.42 avg price
DISDisney Walt Co
Recent Activity
Decreased -3.66%
2.11%
$10.003M
89,832 shares@ $111.35 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -0.49%
2.04%
$9.669M
33,354 shares@ $289.89 avg price
CARRCarrier Global Corporation
Recent Activity
Increased 2.52%
1.71%
$8.127M
119,065 shares@ $68.26 avg price
MARMarriott Intl Inc New
Recent Activity
Decreased -1.62%
1.59%
$7.544M
27,047 shares@ $278.94 avg price
ROPRoper Technologies Inc
Recent Activity
Decreased -2.47%
1.51%
$7.172M
13,797 shares@ $519.84 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.88%
1.51%
$7.163M
29,882 shares@ $239.72 avg price
OTISOtis Worldwide Corp
Recent Activity
Decreased -0.27%
1.48%
$7.029M
75,894 shares@ $92.61 avg price
DEODiageo Plc
Recent Activity
Decreased -6.49%
1.48%
$7.02M
55,221 shares@ $127.13 avg price
LINLinde Plc
Recent Activity
Decreased -0.95%
1.23%
$5.837M
13,942 shares@ $418.67 avg price