Fund HoldingsLincoln Capital LLC

Total Portfolio Value
$551.84M
Total Bought
$12.94M
Total Sold
$32.40M
Net Transaction
-$19.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)156,456155,635-82138,38648,7148.83%+10,327
MARKEL GROUP INC(MKL)017,402+17,402037,4086.78%+37,408
COPART INC(CPRT)0165,792+165,79206,4911.18%+6,491
HAGERTY INC(HGTY)787,387812,858+25,4719,44110,9251.98%+1,484
MARRIOTT INTL INC NEW(MAR)026,301+26,30108,1601.48%+8,160
DANAHER CORPORATION(DHR)86,41985,875-54418,57919,6593.56%+1,079
CORNING INC(GLW)010,420+10,42009120.17%+912
ALPHABET INC(GOOG)12,40112,452+513,0563,9070.71%+851
AMAZON COM INC(AMZN)079,792+79,792018,4183.34%+18,418
AMERICAN EXPRESS CO(AXP)19,12719,260+1336,3167,1251.29%+809
APPLE INC(AAPL)56,52056,396-12414,58315,3322.78%+748
BANK NEW YORK MELLON CORP60,81560,646-1696,4837,0401.28%+557
BUCKLE INC(BKE)010,300+10,30005500.10%+550
JOHNSON & JOHNSON(JNJ)23,39423,663+2694,4134,8970.89%+484
UNILEVER PLC(UL)05,197+5,19703400.06%+340
TESLA INC(TSLA)2,2062,852+6469481,2830.23%+335
JPMORGAN CHASE & CO.(JPM)28,38328,301-828,8009,1191.65%+320
COCA COLA CO(KO)079,487+79,48705,5571.01%+5,557
WALMART INC(WMT)22,13922,739+6002,2602,5330.46%+274
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
29,60736,065+6,4581,1791,4510.26%+272
TRUIST FINL CORP(TFC)05,196+5,19602560.05%+256
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
60,93466,331+5,3972,6962,9500.53%+254
SCHWAB CHARLES CORP(SCHW)61,20560,073-1,1325,7586,0021.09%+244
BERKSHIRE HATHAWAY INC DEL5353039,78140,0047.25%+223
NUCOR CORP(NUE)01,347+1,34702200.04%+220
LAUDER ESTEE COS INC(EL)01,993+1,99302090.04%+209
NORTHERN TR CORP(NTRS)01,468+1,46802010.04%+201
CHUBB LIMITED
COM
08,851+8,85102,7630.50%+2,763
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
23,14928,697+5,5488059940.18%+190
MOODYS CORP(MCO)011,288+11,28805,7671.04%+5,767
CATERPILLAR INC(CAT)2,3552,35501,1721,3490.24%+177
APPLIED MATLS INC4,4394,43909661,1410.21%+175
ISHARES TR4,5944,761+1673,0893,2610.59%+172
BERKSHIRE HATHAWAY INC DEL94,15193,751-40046,95847,1248.54%+166
VANGUARD INDEX FDS3,7654,369+6049711,1270.20%+156
IDEXX LABS INC(IDXX)3,0273,02701,9112,0480.37%+137
CAPITAL GROUP DIVIDEND GROWE
SHS ETF
17,01520,441+3,4265957290.13%+134
VANGUARD INDEX FDS3,4623,669+2071,6671,7900.32%+123
VANGUARD INTL EQUITY INDEX F3,2354,017+7824505670.10%+117
HENRY SCHEIN INC(HSIC)6,5007,300+8004365520.10%+116
MCDONALDS CORP(MCD)32,02731,900-1279,6399,7501.77%+110
WELLS FARGO CO NEW(WFC)7,0427,199+1575686710.12%+103
S&P GLOBAL INC(SPGI)02,267+2,26701,1850.21%+1,185
BANK AMERICA CORP6,1616,961+8003123830.07%+71
FASTENAL CO(FAST)57,18869,988+12,8002,7382,8090.51%+70
ACCENTURE PLC IRELAND
SHS CLASS A
02,580+2,58006920.13%+692
UNITED STATES ANTIMONY CORP011,483+11,4830580.01%+58
PHILIP MORRIS INTL INC(PM)1,5911,830+2392442940.05%+50
RTX CORPORATION(RTX)2,8872,888+14815300.10%+49
EXXON MOBIL CORP7,1777,153-248138610.16%+48
METTLER TOLEDO INTERNATIONAL(MTD)56056007367810.14%+45
US BANCORP DEL(USB)6,6416,64103193540.06%+35
MSCI INC(MSCI)2,5022,50201,4011,4350.26%+34
VANGUARD INDEX FDS4,1624,163+17817950.14%+14
VANGUARD TAX-MANAGED FDS9,8619,863+26026160.11%+14
GOLDMINING INC010,752+10,7520130.00%+13
DEERE & CO(DE)04,477+4,47702,0840.38%+2,084
ISHARES TR
CORE MSCI EAFE
18,23618,237+11,6201,6310.30%+11
CAPITAL ONE FINL CORP(COF)1,041966-752232340.04%+11
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
16,64016,385-2557057150.13%+11
SPDR S&P 500 ETF TR(SPY)1,1441,138-67657760.14%+10
PEPSICO INC(PEP)15,60915,500-1092,2162,2250.40%+8
ISHARES TR
CORE DIV GRWTH
9,3399,340+16406480.12%+8
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
7,7667,76603013070.06%+6
WASTE CONNECTIONS INC(WCN)5,0625,06208838880.16%+5
PHILLIPS 66(PSX)4,2924,460+1685715760.10%+5
VALMONT INDS INC(VMI)60060002372410.04%+5
INVESCO QQQ TR35335302132170.04%+4
ISHARES TR21,01520,979-361,3821,3850.25%+2
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
2,7672,747-202692700.05%+2
ISHARES TR1,2461,24603063070.06%0
CINCINNATI FINL CORP(CINF)9,8139,81301,6021,6030.29%0
BROOKFIELD CORP(BN)13,31719,945+6,6289159150.17%0
ISHARES TR1,5441,514-302262250.04%-1
ISHARES TR10,32810,308-201,2401,2390.22%-1
CHEVRON CORP NEW(CVX)1,7011,70102612590.05%-2
MCCORMICK & CO INC(MKC)03,087+3,08702100.04%+210
BERKLEY W R CORP5,2365,692+4564023990.07%-3
CAPITAL GROUP INTERNATIONAL
SHS
12,29212,067-2254244200.08%-4
INTERNATIONAL BUSINESS MACHS(IBM)1,2251,177-483533490.06%-5
PRICE T ROWE GROUP INC(TROW)2,4302,406-242512460.04%-5
ABBVIE INC(ABBV)1,0011,00102342290.04%-5
CONOCOPHILLIPS(COP)2,2182,168-502092030.04%-6
CISCO SYS INC(CSCO)4,4803,860-6203042970.05%-7
COLGATE PALMOLIVE CO(CL)07,986+7,98606310.11%+631
VANGUARD INDEX FDS664639-254094010.07%-8
VANGUARD INDEX FDS3,0003,00002742650.05%-9
ISHARES TR
MSCI USA MIN ETF
10,65010,65001,0131,0030.18%-11
VANGUARD INTL EQUITY INDEX F12,47412,456-186836700.12%-14
HERSHEY CO(HSY)2,8682,969+1015605400.10%-19
UNITED PARCEL SERVICE INC(UPS)04,578+4,57804540.08%+454
BWX TECHNOLOGIES INC(BWXT)1,6541,656+23092860.05%-23
PFIZER INC(PFE)10,27110,224-472812550.05%-27
VISA INC(V)2,1572,062-957557230.13%-31
STRYKER CORPORATION(SYK)1,7801,78006596260.11%-34
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
28,01227,500-5128508130.15%-37
AMERICAN TOWER CORP NEW(AMT)02,700+2,70004740.09%+474
PROCTER AND GAMBLE CO(PG)6,3506,410+609679190.17%-48
AUTOMATIC DATA PROCESSING IN01,567+1,56704030.07%+403
XYLEM INC(XYL)4,4884,48806736110.11%-61
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