Lincoln Capital LLC 13F 持仓 · 2026年Q3
Lincoln Capital 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 138 只证券，申报市值合计 5.70 亿美元。前几大持仓：GOOGL（9.28%）、BRKB（8.74%）、BRK/A（7.20%）。本季前 25 大持仓中：增持 7 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $52.9M | 9.28% | 154,116 | 增持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $49.9M | 8.74% | 99,989 | 减持 |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $41.1M | 7.20% | 55 | 持平 |
| 4 | MA | MASTERCARD INCORPORATED | $32.3M | 5.66% | 58,246 | 减持 |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $31.0M | 5.44% | 33,963 | 减持 |
| 6 | MKL | MARKEL GROUP INC | $30.6M | 5.36% | 17,807 | 减持 |
| 7 | DHR | DANAHER CORP DEL | $21.9M | 3.84% | 98,292 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $21.3M | 3.73% | 41,571 | 减持 |
| 9 | AMZN | AMAZON COM INC | $19.1M | 3.35% | 76,870 | 减持 |
| 10 | AAPL | APPLE INC | $18.7M | 3.28% | 56,418 | 增持 |
| 11 | HGTY | HAGERTY INC | $18.2M | 3.19% | 1.4M | 增持 |
| 12 | SBUX | STARBUCKS CORP | $13.9M | 2.44% | 147,389 | 减持 |
| 13 | MAR | MARRIOTT INTL INC NEW | $9.2M | 1.61% | 25,617 | 减持 |
| 14 | JPM | JPMORGAN CHASE & CO | $9.1M | 1.59% | 27,324 | 减持 |
| 15 | BNY | BANK OF NY MELLON CORP | $8.7M | 1.53% | 60,098 | 增持 |
| 16 | CARR | CARRIER GLOBAL CORPORATION | $8.4M | 1.48% | 153,236 | 增持 |
| 17 | FWONK | LIBERTY MEDIA CORP DEL | $8.2M | 1.43% | 87,968 | 增持 |
| 18 | DIS | DISNEY WALT CO | $7.3M | 1.28% | 69,273 | 减持 |
| 19 | MCD | MCDONALDS CORP | $7.0M | 1.23% | 30,204 | 减持 |
| 20 | KO | COCA COLA CO | $6.4M | 1.12% | 74,109 | 减持 |
| 21 | LIN | LINDE PLC | $6.3M | 1.10% | 13,185 | 减持 |
| 22 | JNJ | JOHNSON & JOHNSON | $5.8M | 1.01% | 21,743 | 减持 |
| 23 | SCHW | CHARLES SCHWAB CORP (THE) | $5.6M | 0.98% | 56,777 | 减持 |
| 24 | AXP | AMERICAN EXPRESS CO | $5.5M | 0.96% | 18,008 | 减持 |
| 25 | UNP | UNION PAC CORP | $5.1M | 0.90% | 18,810 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR