Lincoln Capital LLC Diversified Active

CIK: 0001633862 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 20, 2015

Total Value ($000): $120,633 (100.0% shares, 0.0% debt)

Holdings (56)

MKL MARKEL CORP 8.2%
Value ($000) $9,899 Shares 12,345 Est. Cost $687.51 Unrealized +23.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 6.8%
Value ($000) $8,158 Shares 62,558 Est. Cost $142.98 Unrealized -4.2%
DIS DISNEY WALT CO 6.6%
Value ($000) $7,929 Shares 77,583 Est. Cost $84.48 Unrealized +18.1%
SBUX STARBUCKS CORP 6.6%
Value ($000) $7,906 Shares 139,086 Est. Cost $36.77 Unrealized +23.2%
DEO DIAGEO P L C 6.0%
Value ($000) $7,258 Shares 67,333 Est. Cost $114.05 Unrealized
MA MASTERCARD INC 5.1%
Value ($000) $6,154 Shares 68,290 Est. Cost $78.34 Unrealized +12.7%
KO COCA COLA CO 4.9%
Value ($000) $5,867 Shares 146,224 Est. Cost $30.05 Unrealized -4.1%
UPS UNITED PARCEL SERVICE INC 4.8%
Value ($000) $5,815 Shares 58,926 Est. Cost $70.85 Unrealized -4.3%
KMI KINDER MORGAN INC DEL 4.3%
Value ($000) $5,182 Shares 187,200 Est. Cost $22.41 Unrealized -12.8%
UNILEVER PLC 3.8%
Value ($000) $4,545 Shares 111,457 Est. Cost $40.48 Unrealized
COLFAX CORP 3.6%
Value ($000) $4,289 Shares 143,395 Est. Cost $45.98 Unrealized
BLACKROCK INC 3.3%
Value ($000) $3,992 Shares 13,421 Est. Cost $353.67 Unrealized
MCD MCDONALDS CORP 3.0%
Value ($000) $3,654 Shares 37,081 Est. Cost $70.55 Unrealized +6.8%
BK BANK NEW YORK MELLON CORP 2.9%
Value ($000) $3,468 Shares 88,587 Est. Cost $29.80 Unrealized +7.4%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $3,167 Shares 33,921 Est. Cost $77.30 Unrealized -6.2%
ALPHABET INC CAP STK CL A 2.5%
Value ($000) $3,076 Shares 4,818 Est. Cost $638.44 Unrealized
BDX BECTON DICKINSON & CO 2.1%
Value ($000) $2,588 Shares 19,510 Est. Cost $107.84 Unrealized +10.6%
COST COSTCO WHSL CORP NEW 2.0%
Value ($000) $2,418 Shares 16,722 Est. Cost $112.01 Unrealized +6.8%
MSFT MICROSOFT CORP 1.9%
Value ($000) $2,289 Shares 51,726 Est. Cost $39.88 Unrealized -2.4%
TRV TRAVELERS COMPANIES INC 1.5%
Value ($000) $1,813 Shares 18,213 Est. Cost $78.95 Unrealized +3.0%
UNP UNION PAC CORP 1.2%
Value ($000) $1,442 Shares 16,315 Est. Cost $88.27 Unrealized -18.2%
CHUBB CORP 1.2%
Value ($000) $1,435 Shares 11,704 Est. Cost $103.50 Unrealized
UNITED TECHNOLOGIES CORP 1.1%
Value ($000) $1,383 Shares 15,538 Est. Cost $112.88 Unrealized
PSX PHILLIPS 66 1.1%
Value ($000) $1,320 Shares 17,185 Est. Cost $49.25 Unrealized +9.7%
PEP PEPSICO INC 1.1%
Value ($000) $1,306 Shares 13,852 Est. Cost $68.61 Unrealized +1.3%
HSY HERSHEY CO 1.0%
Value ($000) $1,266 Shares 13,784 Est. Cost $71.64 Unrealized -0.8%
AXP AMERICAN EXPRESS CO 1.0%
Value ($000) $1,217 Shares 16,414 Est. Cost $76.41 Unrealized -13.3%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $1,193 Shares 16,045 Est. Cost $57.74 Unrealized -15.0%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $981 Shares 13,634 Est. Cost $64.60 Unrealized -12.8%
WMT WAL-MART STORES INC 0.8%
Value ($000) $942 Shares 14,523 Est. Cost $21.83 Unrealized -13.4%
ECL ECOLAB INC 0.7%
Value ($000) $833 Shares 7,593 Est. Cost $96.70 Unrealized +3.2%
CHRW C H ROBINSON WORLDWIDE INC 0.6%
Value ($000) $680 Shares 10,036 Est. Cost $54.81 Unrealized -4.3%
CL COLGATE PALMOLIVE CO 0.6%
Value ($000) $671 Shares 10,575 Est. Cost $52.19 Unrealized -1.7%
ADM ARCHER DANIELS MIDLAND CO 0.5%
Value ($000) $556 Shares 13,405 Est. Cost $36.02 Unrealized -6.9%
ALPHABET INC CAP STK CL C 0.4%
Value ($000) $522 Shares 858 Est. Cost $608.39 Unrealized
HSIC SCHEIN HENRY INC 0.4%
Value ($000) $431 Shares 3,250 Est. Cost $49.75 Unrealized +11.4%
GENERAL ELECTRIC CO 0.3%
Value ($000) $369 Shares 14,638 Est. Cost $25.48 Unrealized
DE DEERE & CO 0.3%
Value ($000) $341 Shares 4,611 Est. Cost $70.79 Unrealized +3.6%
AMZN AMAZON COM INC 0.3%
Value ($000) $326 Shares 636 Est. Cost $25.28 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $306 Shares 6,000 Est. Cost $11.51 Unrealized +5.6%
CERNER CORP 0.2%
Value ($000) $279 Shares 4,660 Est. Cost $64.59 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $247 Shares 2,240 Est. Cost $24.21 Unrealized +8.6%
PFE PFIZER INC 0.2%
Value ($000) $247 Shares 7,870 Est. Cost $18.14 Unrealized +13.6%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $245 Shares 4,771 Est. Cost $39.26 Unrealized +4.6%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $238 Shares 2,700 Est. Cost $75.17 Unrealized -2.9%
MMM 3M CO 0.2%
Value ($000) $233 Shares 1,641 Est. Cost $89.68 Unrealized -2.4%
SHY ISHARES TR 0.2%
Value ($000) $230 Shares 2,705 Est. Cost $84.57 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $227 Shares 3,000 Est. Cost $81.10 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $225 Shares 2,801 Est. Cost $63.52 Unrealized +0.6%
MDT MEDTRONIC PLC 0.2%
Value ($000) $222 Shares 3,311 Est. Cost $58.10 Unrealized -1.9%
DHR DANAHER CORP DEL 0.2%
Value ($000) $213 Shares 2,500 Est. Cost $32.92 Unrealized +9.4%
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $212 Shares 4,405 Est. Cost $72.52 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $211 Shares 3,031 Est. Cost $53.72 Unrealized -5.1%
BARD C R INC 0.2%
Value ($000) $210 Shares 1,125 Est. Cost $186.67 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $207 Shares 4,310 Est. Cost $48.56 Unrealized -24.2%
WASTE CONNECTIONS INC 0.2%
Value ($000) $200 Shares 4,125 Est. Cost $48.48 Unrealized