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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
MCOMoodys Corp
Recent Activity
Decreased -0.86%
1.2%
$5.676M
11,990 shares@ $473.38 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.58%
1.08%
$5.125M
82,324 shares@ $62.26 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -0.76%
1.07%
$5.055M
22,169 shares@ $228.04 avg price
BKBank New York Mellon Corp
Recent Activity
Decreased -1.76%
1.02%
$4.833M
62,900 shares@ $76.84 avg price
HGTYHagerty Inc
Recent Activity
Increased 6.71%
1.01%
$4.772M
494,495 shares@ $9.66 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -1.13%
0.98%
$4.657M
62,917 shares@ $74.02 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.03%
0.96%
$4.555M
15,347 shares@ $296.79 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.03%
0.77%
$3.627M
25,078 shares@ $144.62 avg price
TRVTravelers Companies Inc
Recent Activity
Decreased -0.6%
0.75%
$3.534M
14,669 shares@ $240.9 avg price
BDXBecton Dickinson & Co
Recent Activity
Decreased -6.13%
0.68%
$3.202M
14,115 shares@ $226.88 avg price