Lincoln Capital LLC Diversified Active

CIK: 0001633862 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 12, 2016

Total Value ($000): $133,357 (100.0% shares, 0.0% debt)

Holdings (60)

MKL MARKEL CORP 8.5%
Value ($000) $11,269 Shares 12,640 Est. Cost $690.93 Unrealized +24.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 6.9%
Value ($000) $9,178 Shares 64,687 Est. Cost $142.61 Unrealized -7.0%
SBUX STARBUCKS CORP 6.4%
Value ($000) $8,588 Shares 143,855 Est. Cost $37.10 Unrealized +27.8%
DIS DISNEY WALT CO 6.0%
Value ($000) $7,999 Shares 80,550 Est. Cost $84.63 Unrealized +5.1%
DEO DIAGEO P L C 5.6%
Value ($000) $7,439 Shares 68,963 Est. Cost $113.81 Unrealized
MA MASTERCARD INC 5.1%
Value ($000) $6,747 Shares 71,397 Est. Cost $78.55 Unrealized +6.2%
KO COCA COLA CO 4.9%
Value ($000) $6,550 Shares 141,188 Est. Cost $30.05 Unrealized +6.0%
UPS UNITED PARCEL SERVICE INC 4.5%
Value ($000) $5,958 Shares 56,489 Est. Cost $70.85 Unrealized -4.5%
UNILEVER PLC 3.7%
Value ($000) $4,983 Shares 110,285 Est. Cost $40.48 Unrealized
BLACKROCK INC 3.7%
Value ($000) $4,922 Shares 14,451 Est. Cost $352.70 Unrealized
MCD MCDONALDS CORP 3.3%
Value ($000) $4,447 Shares 35,384 Est. Cost $70.55 Unrealized +33.2%
COLFAX CORP 3.2%
Value ($000) $4,306 Shares 150,620 Est. Cost $43.70 Unrealized
GOOGL ALPHABET INC 3.2%
Value ($000) $4,260 Shares 5,584 Est. Cost $36.72 Unrealized -0.5%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $3,651 Shares 33,743 Est. Cost $77.30 Unrealized +1.9%
COST COSTCO WHSL CORP NEW 2.6%
Value ($000) $3,494 Shares 22,174 Est. Cost $115.80 Unrealized +10.3%
BK BANK NEW YORK MELLON CORP 2.4%
Value ($000) $3,244 Shares 88,068 Est. Cost $29.80 Unrealized -5.5%
BDX BECTON DICKINSON & CO 2.2%
Value ($000) $2,940 Shares 19,366 Est. Cost $107.84 Unrealized +13.3%
MSFT MICROSOFT CORP 2.1%
Value ($000) $2,808 Shares 50,838 Est. Cost $39.88 Unrealized +15.5%
KMI KINDER MORGAN INC DEL 1.8%
Value ($000) $2,432 Shares 136,188 Est. Cost $22.41 Unrealized -55.6%
HSY HERSHEY CO 1.7%
Value ($000) $2,232 Shares 24,235 Est. Cost $71.14 Unrealized -0.9%
PSX PHILLIPS 66 1.6%
Value ($000) $2,140 Shares 24,719 Est. Cost $51.32 Unrealized +9.2%
TRV TRAVELERS COMPANIES INC 1.5%
Value ($000) $2,030 Shares 17,391 Est. Cost $78.95 Unrealized +11.2%
EL LAUDER ESTEE COS INC 1.3%
Value ($000) $1,791 Shares 18,990 Est. Cost $78.56 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 1.2%
Value ($000) $1,568 Shares 15,664 Est. Cost $112.66 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $1,407 Shares 13,727 Est. Cost $68.90 Unrealized +6.3%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $1,341 Shares 16,048 Est. Cost $57.59 Unrealized -9.8%
UNP UNION PAC CORP 1.0%
Value ($000) $1,332 Shares 16,738 Est. Cost $86.94 Unrealized -28.7%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $1,078 Shares 13,102 Est. Cost $64.60 Unrealized -4.6%
WMT WAL-MART STORES INC 0.7%
Value ($000) $967 Shares 14,113 Est. Cost $21.83 Unrealized -16.1%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $936 Shares 15,246 Est. Cost $76.41 Unrealized -33.9%
ECL ECOLAB INC 0.6%
Value ($000) $838 Shares 7,514 Est. Cost $96.70 Unrealized -1.4%
CB CHUBB LIMITED 0.6%
Value ($000) $824 Shares 6,918 Est. Cost $96.06 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.6%
Value ($000) $778 Shares 11,015 Est. Cost $52.22 Unrealized +1.2%
CHRW C H ROBINSON WORLDWIDE INC 0.6%
Value ($000) $745 Shares 10,036 Est. Cost $54.81 Unrealized -0.9%
AMZN AMAZON COM INC 0.6%
Value ($000) $744 Shares 1,254 Est. Cost $26.96 Unrealized +5.3%
GOOG ALPHABET INC 0.4%
Value ($000) $589 Shares 791 Est. Cost $35.61 Unrealized -0.2%
HSIC SCHEIN HENRY INC 0.4%
Value ($000) $561 Shares 3,250 Est. Cost $49.75 Unrealized +25.5%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $450 Shares 12,405 Est. Cost $36.02 Unrealized -27.9%
GENERAL ELECTRIC CO 0.3%
Value ($000) $397 Shares 12,488 Est. Cost $25.62 Unrealized
DE DEERE & CO 0.3%
Value ($000) $361 Shares 4,687 Est. Cost $70.73 Unrealized -6.3%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $347 Shares 6,000 Est. Cost $11.51 Unrealized +2.7%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $294 Shares 6,079 Est. Cost $38.89 Unrealized -4.6%
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $282 Shares 4,460 Est. Cost $72.03 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $276 Shares 2,700 Est. Cost $75.17 Unrealized -2.7%
WASTE CONNECTIONS INC 0.2%
Value ($000) $266 Shares 4,125 Est. Cost $48.48 Unrealized
MMM 3M CO 0.2%
Value ($000) $264 Shares 1,586 Est. Cost $89.68 Unrealized +3.4%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $251 Shares 2,801 Est. Cost $63.52 Unrealized +6.6%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $251 Shares 3,000 Est. Cost $81.10 Unrealized
CERNER CORP 0.2%
Value ($000) $247 Shares 4,660 Est. Cost $64.59 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $247 Shares 8,349 Est. Cost $18.26 Unrealized +2.3%
AAPL APPLE INC 0.2%
Value ($000) $246 Shares 2,258 Est. Cost $24.21 Unrealized -6.9%
MDT MEDTRONIC PLC 0.2%
Value ($000) $245 Shares 3,261 Est. Cost $58.10 Unrealized +1.4%
SHY ISHARES TR 0.2%
Value ($000) $237 Shares 2,787 Est. Cost $84.58 Unrealized
DHR DANAHER CORP DEL 0.2%
Value ($000) $237 Shares 2,500 Est. Cost $32.92 Unrealized +10.7%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $231 Shares 2,351 Est. Cost $52.28 Unrealized +6.9%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $231 Shares 2,000 Est. Cost $89.97 Unrealized -2.5%
BARD C R INC 0.2%
Value ($000) $228 Shares 1,125 Est. Cost $186.67 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $223 Shares 3,031 Est. Cost $53.72 Unrealized -9.7%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $223 Shares 2,245 Est. Cost $37.28 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $207 Shares 6,000 Est. Cost $34.50 Unrealized