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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
VUGVanguard Index Fds
Recent Activity
Increased 7.68%
0.26%
$1.197M
2,917 shares@ $410.38 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 1.12%
0.2%
$916,642
8,521 shares@ $107.58 avg price
FWONKLiberty Media Corp Del
Recent Activity
Increased 17.75%
0.15%
$678,271
7,320 shares@ $92.66 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.03%
0.15%
$677,472
4,002 shares@ $169.29 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.25%
0.15%
$671,987
5,004 shares@ $134.29 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 5.74%
0.14%
$648,132
1,106 shares@ $586.02 avg price
DGROIshares Tr
Recent Activity
Increased 1.71%
0.13%
$614,625
10,020 shares@ $61.34 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 0.14%
0.13%
$576,576
16,352 shares@ $35.27 avg price
PSXPhillips 66
Recent Activity
Increased 0.4%
0.12%
$551,509
4,841 shares@ $113.93 avg price
METAMeta Platforms Inc
Recent Activity
Increased 11.03%
0.11%
$518,762
886 shares@ $585.52 avg price