Lincoln Capital LLC
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$527.8M
Holdings
135
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Exited (was 94.2k shares)
9.2%
02
$GOOGL
ALPHABET INC
Q4 2025: Exited (was 156.5k shares)
8.4%
03
$BRK/A
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Exited (was 53 shares)
7.5%
04
$MKL
MARKEL GROUP INC
Q4 2025: Exited (was 17.5k shares)
6.6%
05
$COST
COSTCO WHOLESALE CORPORATION
Q4 2025: Exited (was 34.9k shares)
6.5%
06
$MA
MASTERCARD INCORPORATED
Q4 2025: Exited (was 61.0k shares)
5.6%
07
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 80.2k shares)
3.1%
08
$DHR
DANAHER CORP DEL
Q4 2025: Exited (was 86.4k shares)
3.0%
09
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 42.9k shares)
3.0%
10
$AAPL
APPLE INC
Q4 2025: Exited (was 56.5k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:26 UTC.