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Alexander Albert

Lincoln Capital Corp

Assets Managed
$307.761M
Holdings
99
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
13.28%(2Q avg: 4.9%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lincoln Capital Corp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of Lincoln Capital Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 307.761M in assets, with a quarterly growth rate of 13.28% and a 2-quarter average growth rate of 4.9%. The portfolio is managed by Alexander Albert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 21.13%
7.53%
$23.163M
263,570 shares@ $87.88 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 1.44%
6.83%
$20.995M
217,387 shares@ $96.58 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.06%
5.07%
$15.586M
41,785 shares@ $373.02 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.65%
4.77%
$14.676M
50,719 shares@ $289.36 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 2.11%
4.19%
$12.88M
349,323 shares@ $36.88 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 2.52%
3.89%
$11.958M
126,444 shares@ $94.58 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -24.2%
3.72%
$11.443M
80,647 shares@ $141.9 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.66%
3.19%
$9.809M
27,449 shares@ $357.37 avg price
CGNG
Cap Group New Geography Eq
Recent Activity
Increased 2.94%
2.96%
$9.084M
242,499 shares@ $37.47 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -2.51%
2.8%
$8.596M
36,066 shares@ $238.34 avg price

1-10 of 99