Brian Swim

Lincoln Capital Llc

Assets Managed

$561.998M

Holdings

137

Last Quarter

2026 - Q2

Filed Date

5d ago

Growth Rate

6.49%(2Q avg: 1.07%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lincoln Capital Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 137 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 561.998M in assets, with a quarterly growth rate of 6.49% and a 2-quarter average growth rate of 1.07%. The portfolio is managed by Brian Swim, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
GOOGL Alphabet Inc-cl A Recent Activity Decreased -1.65%	9.65%	$54.208M 151,685 shares@ $357.38 avg price	Decreased -1.65%
BRK.B Berkshire Hathaway Inc-cl B Recent Activity Decreased -1.57%	8.93%	$50.164M 100,250 shares@ $500.39 avg price	Decreased -1.57%
BRK.A Berkshire Hathaway Inc-cl A Recent Activity	7.33%	$41.187M 55 shares@ $748850.0 avg price
MKL Markel Group Inc Recent Activity Decreased -1.75%	6.21%	$34.884M 17,862 shares@ $1953.0 avg price	Decreased -1.75%
COST Costco Wholesale Corp Recent Activity Decreased -0.96%	5.7%	$32.003M 34,211 shares@ $935.47 avg price	Decreased -0.96%
MA Mastercard Inc - A Recent Activity Decreased -2.04%	5.35%	$30.024M 58,458 shares@ $513.6 avg price	Decreased -2.04%
AMZN Amazon.com Inc Recent Activity Decreased -2.4%	3.27%	$18.362M 77,042 shares@ $238.35 avg price	Decreased -2.4%
DHR Danaher Corp Recent Activity Increased 7.75%	3.1%	$17.388M 91,284 shares@ $190.49 avg price	Increased 7.75%
AAPL Apple Inc Recent Activity Increased 0.48%	2.9%	$16.292M 56,302 shares@ $289.37 avg price	Increased 0.48%
SBUX Starbucks Corp Recent Activity Decreased -2.3%	2.78%	$15.606M 152,717 shares@ $102.2 avg price	Decreased -2.3%

1-10 of 137