account_balance

Investment manager · 13F filer · SEC CIK 872359

Lincoln Capital Corp

Reported value$306Mas of Sep 30, 2026
Positions100 10 new, 9 sold out
Top 10 weight48.3%SPYM alone is 8%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 8.4% Added +9%
IEFA iShares Tr 6.9% Held
MSFT Microsoft Corp 6.3% Trimmed −9%AAPL Apple Inc. 5.1% Trimmed −7%
IEF iShares Tr 4.0% Added +9%
FBND Fidelity Merrimack STR Tr 3.9% Added +99%
SCHM Schwab Strategic Tr 3.9% Held
GSLC Goldman Sachs ETF Tr 3.8% Held
GOOGL Alphabet Inc. 3.0% HeldAMZN Amazon.com Inc 2.9% Held
CGNG Capital Group New Geography 2.9% Held
FELC Fidelity Covington Trust 2.3% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 16, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • BNDX $8.29M
  • KLAC $1.6M
  • VTEB $1.6M
  • CAT $505K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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