Fund HoldingsLincoln Capital LLC

Total Portfolio Value
$472.84M
Total Bought
$4.59M
Total Sold
$32.56M
Net Transaction
-$27.97M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL095,161+95,161043,7999.26%+43,799
BERKSHIRE HATHAWAY INC DEL055+55038,0158.04%+38,015
MASTERCARD INCORPORATED(MA)063,753+63,753031,4816.66%+31,481
STARBUCKS CORP(SBUX)0171,284+171,284016,6993.53%+16,699
CARRIER GLOBAL CORPORATION(CARR)116,065116,144+797,3219,3481.98%+2,027
DANAHER CORPORATION(DHR)78,50376,593-1,91019,61421,2944.50%+1,680
MCDONALDS CORP(MCD)033,521+33,521010,2072.16%+10,207
APPLE INC(AAPL)58,11657,785-33112,24013,4642.85%+1,224
BANK NEW YORK MELLON CORP65,08164,031-1,0503,8984,6010.97%+704
COSTCO WHSL CORP NEW(COST)37,15736,402-75531,58332,2716.82%+688
MOODYS CORP(MCO)12,18412,095-895,1295,7401.21%+611
COCA COLA CO(KO)84,46582,809-1,6565,3765,9511.26%+574
AMERICAN EXPRESS CO(AXP)15,61815,353-2653,6164,1640.88%+547
DIAGEO PLC(DEO)059,055+59,05508,2881.75%+8,288
LIBERTY MEDIA CORP DEL(FWONA)06,217+6,21704810.10%+481
OTIS WORLDWIDE CORP(OTIS)77,26776,106-1,1617,4387,9111.67%+473
BLACKROCK INC(BLK)2,7782,758-202,1872,6180.55%+431
UNION PAC CORP(UNP)022,339+22,33905,5061.16%+5,506
TRAVELERS COMPANIES INC(TRV)014,759+14,75903,4550.73%+3,455
LINDE PLC(LIN)014,077+14,07706,7131.42%+6,713
VERALTO CORP(VLTO)25,54324,808-7352,4392,7750.59%+336
JOHNSON & JOHNSON(JNJ)025,599+25,59904,1490.88%+4,149
WALMART INC(WMT)20,59820,59801,3951,6630.35%+269
FASTENAL CO(FAST)028,983+28,98302,0700.44%+2,070
HOME DEPOT INC(HD)3,7563,786+301,2931,5340.32%+241
CAPITAL GROUP INTERNATIONAL
SHS
07,712+7,71202340.05%+234
HAGERTY INC(HGTY)430,944463,427+32,4834,4824,7131.00%+231
BROOKFIELD ASSET MANAGMT LTD(BAM)24,04223,840-2029151,1270.24%+213
LAUDER ESTEE COS INC(EL)02,125+2,12502120.04%+212
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
02,805+2,80502090.04%+209
ROSS STORES INC(ROST)01,368+1,36802060.04%+206
CINCINNATI FINL CORP(CINF)9,8069,80601,1581,3350.28%+177
CHUBB LIMITED
COM
7,1536,929-2241,8251,9980.42%+174
MARRIOTT INTL INC NEW(MAR)027,495+27,49506,8351.45%+6,835
BROOKFIELD CORP(BN)13,88713,854-335777360.16%+159
ESAB CORPORATION(ESAB)12,56412,574+101,1861,3370.28%+150
ACCENTURE PLC IRELAND
SHS CLASS A
3,1063,088-189421,0910.23%+149
S&P GLOBAL INC(SPGI)2,4082,347-611,0741,2130.26%+139
NIKE INC(NKE)11,31111,091-2208539800.21%+128
DEERE & CO(DE)4,8224,622-2001,8021,9290.41%+127
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
27,40229,061+1,6599011,0110.21%+110
AMERICAN TOWER CORP NEW(AMT)2,7002,70005256280.13%+103
ISHARES TR10,0089,946-621,0671,1630.25%+96
TESLA INC(TSLA)1,3901,39002753640.08%+89
AUTOMATIC DATA PROCESSING IN2,1262,12605075880.12%+81
EXXON MOBIL CORP7,9478,427+4809159880.21%+73
ISHARES TR
MSCI USA MIN ETF
10,81110,733-789089800.21%+72
ISHARES TR
CORE MSCI EAFE
19,00918,548-4611,3811,4480.31%+67
COLGATE PALMOLIVE CO(CL)9,6879,68709401,0060.21%+66
SPDR GOLD TR(GLD)2,5182,491-275416050.13%+64
RTX CORPORATION(RTX)3,1203,110-103133770.08%+64
VANGUARD INDEX FDS3,9594,001+426356980.15%+63
VANGUARD INTL EQUITY INDEX F9,99510,462+4674375010.11%+63
INTERNATIONAL BUSINESS MACHS(IBM)1,3221,312-102292900.06%+62
UNILEVER PLC(UL)6,4346,385-493544150.09%+61
JPMORGAN CHASE & CO.(JPM)31,45830,456-1,0026,3636,4221.36%+59
METTLER TOLEDO INTERNATIONAL(MTD)57557508048620.18%+59
HENRY SCHEIN INC(HSIC)6,5006,50004174740.10%+57
SPDR S&P 500 ETF TR(SPY)1,0021,046+445466000.13%+55
META PLATFORMS INC(META)79879804024570.10%+54
ORACLE CORP(ORCL)2,0542,017-372903440.07%+54
PROCTER AND GAMBLE CO(PG)6,4546,45401,0641,1180.24%+53
MCCORMICK & CO INC(MKC)4,5664,570+43243760.08%+52
VANGUARD INDEX FDS1,3371,424+872923380.07%+46
PHILIP MORRIS INTL INC(PM)2,0602,06002092500.05%+41
VANGUARD INDEX FDS3,0003,00002512920.06%+41
EATON CORP PLC(ETN)1,1621,222+603644050.09%+41
VANGUARD TAX-MANAGED FDS8,5948,768+1744254630.10%+38
STRYKER CORPORATION(SYK)1,7801,78006066430.14%+37
PEPSICO INC(PEP)17,08016,738-3422,8172,8460.60%+29
CISCO SYS INC(CSCO)5,0605,06002402690.06%+29
VISA INC(V)2,1312,13105595860.12%+27
BANK AMERICA CORP6,8157,442+6272712950.06%+24
ISHARES TR1,2461,24602532750.06%+22
HERSHEY CO(HSY)2,9982,990-85515730.12%+22
SYSCO CORP(SYY)3,1723,17202262480.05%+21
WASTE CONNECTIONS INC(WCN)5,0625,06208889050.19%+18
NORTHERN TR CORP(NTRS)3,0253,002-232542700.06%+16
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
7,7667,76602502660.06%+16
NVIDIA CORPORATION(NVDA)4,8024,992+1905936060.13%+13
PFIZER INC(PFE)13,65913,591-683823930.08%+11
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
17,99116,330-1,6615945950.13%+1
ISHARES TR21,13219,865-1,2671,2371,2380.26%+1
GOLDMINING INC10,75210,752010100.00%0
NUSCALE PWR CORP(SMR)15,95615,95601871850.04%-2
XYLEM INC(XYL)4,4884,48806096060.13%-3
ECOLAB INC(ECL)8,1497,561-5881,9391,9310.41%-9
NUCOR CORP(NUE)1,4231,42302252140.05%-11
UNITED PARCEL SERVICE INC(UPS)6,9326,850-829499340.20%-15
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
32,00229,956-2,0468238080.17%-15
PRICE T ROWE GROUP INC(TROW)2,4062,40602772620.06%-15
US BANCORP DEL(USB)8,1806,670-1,5103253050.06%-20
WELLS FARGO CO NEW(WFC)7,0067,009+34163960.08%-20
CONOCOPHILLIPS(COP)2,4532,423-302812550.05%-25
VANGUARD INDEX FDS2,8612,709-1521,0701,0400.22%-30
BECTON DICKINSON & CO(BDX)15,67415,037-6373,6633,6250.77%-38
PHILLIPS 66(PSX)4,8474,822-256846340.13%-50
AMPHENOL CORP NEW24,01024,01001,6181,5650.33%-53
ISHARES TR
CORE DIV GRWTH
12,5019,852-2,6497206180.13%-103
VANGUARD INDEX FDS839597-2424203150.07%-105
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