Fund HoldingsLINCOLN CAPITAL CORP

Total Portfolio Value
$281.51M
Total Bought
$42.83M
Total Sold
$44.15M
Net Transaction
-$1.32M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0175,313+175,313014,0645.00%+14,064
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
0170,448+170,44808,2362.93%+8,236
SPROTT ASSET MANAGEMENT LP(PSLV)65,000163,800+98,8001,0213,8741.38%+2,853
FIDELITY MERRIMACK STR TR83,653127,286+43,6333,8685,8602.08%+1,992
ALPHABET INC(GOOG)27,78726,960-8276,7558,4393.00%+1,684
ISHARES TR106,662122,809+16,14710,28911,8094.19%+1,521
SAIA INC(SAIA)04,200+4,20001,3710.49%+1,371
NVIDIA CORPORATION(NVDA)8,03115,369+7,3381,4982,8661.02%+1,368
ISHARES TR09,647+9,64701,0630.38%+1,063
APPLE INC(AAPL)55,05855,382+32414,01915,0565.35%+1,037
CAMDEN PPTY TR(CPT)09,110+9,11001,0030.36%+1,003
HYCROFT MINING HOLDING CORP(HYMC)040,060+40,06009520.34%+952
MORGAN STANLEY ETF TRUST
CALVERT US LARCP
010,350+10,35008720.31%+872
ISHARES TR
CORE MSCI EAFE
208,351212,523+4,17218,19119,0126.75%+821
FIRST MAJESTIC SILVER CORP(AG)34,30070,150+35,8504221,1690.42%+747
SPDR SERIES TRUST
ST STR BLO 1 ETF
07,347+7,34706710.24%+671
VANGUARD MUN BD FDS19,16530,244+11,0799601,5210.54%+561
CAPITAL GROUP NEW GEOGRAPHY
SHS
223,450231,396+7,9466,9057,3882.62%+484
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,106+3,10604470.16%+447
AMAZON COM INC(AMZN)45,21544,579-6369,92810,2903.66%+362
SCHWAB STRATEGIC TR336,868342,595+5,7279,98510,3023.66%+317
CATERPILLAR INC(CAT)0504+50402890.10%+289
TRINITY INDS INC(TRN)010,000+10,00002640.09%+264
ADVANCED MICRO DEVICES INC(AMD)01,140+1,14002440.09%+244
SCHWAB CHARLES CORP(SCHW)60,68560,344-3415,7946,0292.14%+235
GOLDMAN SACHS GROUP INC(GS)0250+25002200.08%+220
WALMART INC(WMT)28,19027,860-3302,9053,1041.10%+199
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
87,11990,112+2,9932,7472,9351.04%+188
FIDELITY COVINGTON TRUST
ENHANCED SML CAP
88,33489,676+1,3423,2303,3881.20%+158
ALPHABET INC(GOOG)1,1851,335+1502894190.15%+130
FIDELITY COVINGTON TRUST151,629150,818-8115,6515,7572.04%+106
AMGEN INC(AMGN)2,2352,23506317310.26%+101
T ROWE PRICE ETF INC
CAP APPRECIATION
79,13480,387+1,2532,9833,0721.09%+89
T ROWE PRICE ETF INC
US EQUI RESH ETF
68,67869,313+6352,8782,9651.05%+87
SCHWAB STRATEGIC TR111,853112,648+7952,8762,9551.05%+79
PARKER-HANNIFIN CORP(PH)58158104405110.18%+70
BANK AMERICA CORP9,2989,653+3554805310.19%+51
KINROSS GOLD CORP(KGC)15,00015,00003734220.15%+50
GE AEROSPACE(GE)14,42914,223-2064,3404,3811.56%+41
SPDR S&P 500 ETF TR(SPY)2,0172,027+101,3441,3820.49%+39
SPROTT ETF TRUST
JR GOLD MINERS E
2,8762,87602062420.09%+35
CITIZENS FINL GROUP INC(CFG)6,1286,180+523263610.13%+35
ISHARES TR
INTL EQTY FACTOR
40,54239,487-1,0551,4561,4910.53%+35
FORD MTR CO(F)26,80526,964+1593213540.13%+33
ISHARES TR
MSCI USA QLT FCT
24,71524,365-3504,8074,8391.72%+32
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
3,5734,114+5412142470.09%+32
ISHARES TR6,7736,658-1154,5334,5601.62%+27
MEDTRONIC PLC(MDT)22,51722,593+762,1452,1700.77%+26
SCHWAB STRATEGIC TR48,64348,482-1611,2811,3050.46%+23
VANGUARD SPECIALIZED FUNDS5,4955,49501,1861,2080.43%+22
SPDR INDEX SHS FDS
ST STR PO EX ETF
11,14311,14304774950.18%+18
ISHARES TR7,4907,458-326997160.25%+17
BANK NEW YORK MELLON CORP2,0102,020+102192350.08%+15
GE VERNOVA INC(GEV)36936902272410.09%+14
VISA INC(V)652672+202232360.08%+13
MORGAN STANLEY ETF TRUST
CALVE INDEX ETF
3,5003,50002392500.09%+11
ISHARES TR6,4726,47207697780.28%+9
SCHWAB STRATEGIC TR8,4648,552+882362440.09%+7
PFIZER INC(PFE)12,25612,829+5733123190.11%+7
TESLA INC(TSLA)1,3951,39506206270.22%+7
ISHARES TR44644602092110.07%+2
JPMORGAN CHASE & CO.(JPM)1,9911,947-446286270.22%-1
INVESCO EXCH TRD SLF IDX FD
INVSC 30 MUNI BD
10,64810,117-5312332230.08%-11
CORNING INC(GLW)6,6516,062-5895465310.19%-15
COSTCO WHSL CORP NEW(COST)26326302432270.08%-17
ROCKET COS INC(RKT)273,525272,902-6235,3015,2831.88%-18
TRIMBLE INC(TRMB)3,0682,916-1522512280.08%-22
BLACKSTONE INC(BX)1,9441,94403323000.11%-32
MASTERCARD INCORPORATED(MA)3,9183,844-742,2292,1950.78%-34
ISHARES TR13,53411,863-1,6712872510.09%-36
VANGUARD INDEX FDS6,5766,510-661,9321,8890.67%-42
ISHARES TR
MSCI USA MMENTM
1,2901,145-1453312870.10%-44
UNITEDHEALTH GROUP INC(UNH)3,6853,688+31,2721,2170.43%-55
NEW FOUND GOLD CORP25,0000-25,000590-59
ABBOTT LABS7,1547,15409588960.32%-62
AMPHENOL CORP NEW2,2621,597-6652802160.08%-64
VANGUARD WELLINGTON FD26,23125,877-3545,0264,9491.76%-77
META PLATFORMS INC(META)1,2911,29109488520.30%-96
NISOURCE INC(NI)64,44864,388-602,7912,6890.96%-102
NETFLIX INC(NFLX)1,02911,730+10,7011,2341,1000.39%-134
TRUMP MEDIA & TECHNOLOGY GRO(DJT)20,00010,000-10,0003281320.05%-196
MOTOROLA SOLUTIONS INC(MSI)4630-4632120-212
AUTODESK INC5,9005,585-3151,8741,6530.59%-221
MOSAIC CO NEW(MOS)7,0000-7,0002430-243
DTE ENERGY CO(DTB)22,05422,208+1543,1192,8641.02%-255
WASTE MGMT INC DEL(WM)1,2010-1,2012650-265
TRUMP MEDIA & TECHNOLOGY GRO(DJT)35,0000-35,0002830-283
AT&T INC(T)10,1320-10,1322860-286
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,5530-1,5534380-438
CENCORA INC22,46519,390-3,0757,0216,5492.33%-472
T-MOBILE US INC(TMUS)13,15812,946-2123,1502,6290.93%-521
BROADCOM INC(AVGO)18,73916,182-2,5576,1825,6011.99%-581
GOLDMAN SACHS ETF TR128,240121,238-7,00216,70716,0485.70%-659
SPDR SERIES TRUST
ST STR BLO 1 ETF
8,2680-8,2687590-759
MID-AMER APT CMNTYS INC(MAA)17,5689,232-8,3362,4551,2820.46%-1,172
ISHARES TR56,57544,203-12,3725,6974,4371.58%-1,260
SPROTT ASSET MANAGEMENT LP(CEF)42,9000-42,9001,5740-1,574
ISHARES TR16,7990-16,7991,8560-1,856
JANUS DETROIT STR TR
HENDRSON AAA CL
162,439118,320-44,1198,2495,9852.13%-2,264
MICROSOFT CORP(MSFT)49,39347,282-2,11125,58322,8678.12%-2,717
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