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Brian Swim

Lincoln Capital Llc

Assets Managed
$527.78M
Holdings
135
Last Quarter
2026 - Q1
Filed Date
10d ago
Growth Rate
-4.36%(2Q avg: -0.49%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lincoln Capital Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 135 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 527.78M in assets, with a quarterly growth rate of -4.36% and a 2-quarter average growth rate of -0.49%. The portfolio is managed by Brian Swim, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 8.65%
9.25%
$48.804M
101,855 shares@ $479.16 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.9%
8.4%
$44.323M
154,232 shares@ $287.38 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
Increased 3.78%
7.49%
$39.487M
55 shares@ $717942.19 avg price
MKL
Markel Group Inc
Recent Activity
Increased 4.48%
6.6%
$34.794M
18,181 shares@ $1913.77 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.78%
6.53%
$34.421M
34,545 shares@ $996.42 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -0.93%
5.65%
$29.816M
59,681 shares@ $499.6 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.06%
3.12%
$16.433M
78,940 shares@ $208.18 avg price
DHR
Danaher Corp
Recent Activity
Decreased -1.33%
3.05%
$16.052M
84,726 shares@ $189.46 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.02%
2.99%
$15.773M
42,644 shares@ $369.87 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.64%
2.7%
$14.211M
56,035 shares@ $253.62 avg price

1-10 of 135