Lincoln Capital LLC Diversified Active

CIK: 0001633862 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 11, 2017

Total Value ($000): $159,313 (100.0% shares, 0.0% debt)

Holdings (70)

MKL MARKEL CORP 8.0%
Value ($000) $12,688 Shares 13,002 Est. Cost $698.17 Unrealized +39.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 6.6%
Value ($000) $10,560 Shares 62,351 Est. Cost $142.92 Unrealized +16.4%
SBUX STARBUCKS CORP 5.6%
Value ($000) $8,939 Shares 153,309 Est. Cost $37.68 Unrealized +33.3%
MA MASTERCARD INCORPORATED 5.6%
Value ($000) $8,896 Shares 73,247 Est. Cost $79.05 Unrealized +43.0%
DIS DISNEY WALT CO 5.2%
Value ($000) $8,208 Shares 77,248 Est. Cost $84.63 Unrealized +21.1%
DEO DIAGEO P L C 4.9%
Value ($000) $7,790 Shares 65,006 Est. Cost $113.81 Unrealized
PSX PHILLIPS 66 4.3%
Value ($000) $6,801 Shares 82,243 Est. Cost $54.20 Unrealized +3.9%
GOOGL ALPHABET INC 4.2%
Value ($000) $6,682 Shares 7,187 Est. Cost $37.73 Unrealized +23.0%
COLFAX CORP 4.0%
Value ($000) $6,362 Shares 161,591 Est. Cost $43.00 Unrealized
BLACKROCK INC 3.7%
Value ($000) $5,855 Shares 13,862 Est. Cost $352.70 Unrealized
COST COSTCO WHSL CORP NEW 3.5%
Value ($000) $5,510 Shares 34,454 Est. Cost $128.56 Unrealized +17.4%
MCD MCDONALDS CORP 3.3%
Value ($000) $5,264 Shares 34,370 Est. Cost $70.55 Unrealized +67.1%
KO COCA COLA CO 3.0%
Value ($000) $4,786 Shares 106,721 Est. Cost $30.05 Unrealized +12.0%
BK BANK NEW YORK MELLON CORP 2.8%
Value ($000) $4,497 Shares 88,137 Est. Cost $29.80 Unrealized +27.4%
JNJ JOHNSON & JOHNSON 2.8%
Value ($000) $4,385 Shares 33,144 Est. Cost $77.54 Unrealized +29.5%
COTY COTY INC 2.6%
Value ($000) $4,113 Shares 219,248 Est. Cost $16.73 Unrealized -1.1%
SABR SABRE CORP 2.5%
Value ($000) $3,952 Shares 181,538 Est. Cost $22.89 Unrealized -0.5%
BDX BECTON DICKINSON & CO 2.3%
Value ($000) $3,699 Shares 18,959 Est. Cost $107.84 Unrealized +48.9%
MSFT MICROSOFT CORP 2.1%
Value ($000) $3,346 Shares 48,549 Est. Cost $39.88 Unrealized +56.3%
AMZN AMAZON COM INC 1.7%
Value ($000) $2,760 Shares 2,851 Est. Cost $33.91 Unrealized +40.7%
DHR DANAHER CORP DEL 1.7%
Value ($000) $2,686 Shares 31,834 Est. Cost $68.34 Unrealized +5.0%
UNILEVER PLC 1.7%
Value ($000) $2,665 Shares 49,249 Est. Cost $40.48 Unrealized
HSY HERSHEY CO 1.6%
Value ($000) $2,552 Shares 23,765 Est. Cost $71.14 Unrealized +26.3%
TRV TRAVELERS COMPANIES INC 1.3%
Value ($000) $2,118 Shares 16,742 Est. Cost $78.95 Unrealized +29.0%
UNITED TECHNOLOGIES CORP 1.2%
Value ($000) $1,947 Shares 15,943 Est. Cost $112.81 Unrealized
UNP UNION PAC CORP 1.0%
Value ($000) $1,623 Shares 14,905 Est. Cost $87.60 Unrealized +2.9%
PEP PEPSICO INC 1.0%
Value ($000) $1,549 Shares 13,412 Est. Cost $68.90 Unrealized +28.0%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,478 Shares 18,308 Est. Cost $57.57 Unrealized -3.7%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $1,121 Shares 10,133 Est. Cost $70.85 Unrealized +9.1%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,119 Shares 12,839 Est. Cost $64.80 Unrealized +8.2%
ECL ECOLAB INC 0.6%
Value ($000) $987 Shares 7,433 Est. Cost $96.70 Unrealized +21.7%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $905 Shares 10,746 Est. Cost $76.41 Unrealized -8.0%
CL COLGATE PALMOLIVE CO 0.6%
Value ($000) $880 Shares 11,870 Est. Cost $52.71 Unrealized +15.0%
CB CHUBB LIMITED 0.6%
Value ($000) $878 Shares 6,041 Est. Cost $96.06 Unrealized +25.8%
CHRW C H ROBINSON WORLDWIDE INC 0.4%
Value ($000) $693 Shares 10,085 Est. Cost $54.81 Unrealized +5.4%
GOOG ALPHABET INC 0.4%
Value ($000) $639 Shares 703 Est. Cost $35.61 Unrealized +27.6%
HSIC SCHEIN HENRY INC 0.4%
Value ($000) $595 Shares 3,250 Est. Cost $49.75 Unrealized +40.1%
WMT WAL-MART STORES INC 0.3%
Value ($000) $457 Shares 6,034 Est. Cost $21.83 Unrealized +0.9%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $443 Shares 6,000 Est. Cost $11.51 Unrealized +46.0%
DE DEERE & CO 0.3%
Value ($000) $431 Shares 3,485 Est. Cost $70.73 Unrealized +45.3%
DU PONT E I DE NEMOURS & CO 0.3%
Value ($000) $427 Shares 5,289 Est. Cost $73.22 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $389 Shares 11,591 Est. Cost $19.13 Unrealized +12.9%
MMM 3M CO 0.2%
Value ($000) $377 Shares 1,812 Est. Cost $92.53 Unrealized +34.7%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $374 Shares 9,035 Est. Cost $35.68 Unrealized -6.8%
AAPL APPLE INC 0.2%
Value ($000) $365 Shares 2,537 Est. Cost $24.74 Unrealized +38.7%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $361 Shares 2,728 Est. Cost $75.33 Unrealized +36.6%
BARD C R INC 0.2%
Value ($000) $356 Shares 1,125 Est. Cost $186.67 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.2%
Value ($000) $338 Shares 575 Est. Cost $365.38 Unrealized +49.9%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $328 Shares 3,373 Est. Cost $62.25 Unrealized +13.1%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $328 Shares 2,652 Est. Cost $93.07 Unrealized +15.1%
WCN WASTE CONNECTIONS INC 0.2%
Value ($000) $326 Shares 5,062 Est. Cost $45.49 Unrealized +28.7%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $324 Shares 5,854 Est. Cost $38.78 Unrealized +8.8%
CERNER CORP 0.2%
Value ($000) $310 Shares 4,660 Est. Cost $64.59 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $289 Shares 2,461 Est. Cost $52.55 Unrealized +41.3%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $278 Shares 2,709 Est. Cost $63.52 Unrealized +32.6%
GENERAL ELECTRIC CO 0.2%
Value ($000) $263 Shares 9,731 Est. Cost $26.22 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $259 Shares 1,685 Est. Cost $103.77 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $250 Shares 3,000 Est. Cost $81.10 Unrealized
XYL XYLEM INC 0.2%
Value ($000) $249 Shares 4,488 Est. Cost $38.66 Unrealized +21.5%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $245 Shares 6,000 Est. Cost $34.50 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $237 Shares 2,763 Est. Cost $60.05 Unrealized +1.1%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $232 Shares 1,000 Est. Cost $190.21 Unrealized +10.6%
USB US BANCORP DEL 0.1%
Value ($000) $229 Shares 4,419 Est. Cost $33.77 Unrealized +9.5%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $219 Shares 2,251 Est. Cost $37.28 Unrealized +15.1%
HD HOME DEPOT INC 0.1%
Value ($000) $217 Shares 1,416 Est. Cost $124.48 Unrealized 0.0%
SYK STRYKER CORP 0.1%
Value ($000) $208 Shares 1,500 Est. Cost $124.78 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $206 Shares 6,119 Est. Cost $28.69 Unrealized +3.1%
SHY ISHARES TR 0.1%
Value ($000) $204 Shares 2,413 Est. Cost $84.58 Unrealized
PRAXAIR INC 0.1%
Value ($000) $201 Shares 1,520 Est. Cost $132.24 Unrealized
NEONODE INC 0.0%
Value ($000) $65 Shares 59,910 Est. Cost $1.46 Unrealized