Lincoln Capital LLC Diversified Active

CIK: 0001633862 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 17, 2018

Total Value ($000): $179,196 (100.0% shares, 0.0% debt)

Holdings (68)

MKL MARKEL CORP 8.7%
Value ($000) $15,502 Shares 13,609 Est. Cost $715.47 Unrealized +52.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 7.3%
Value ($000) $13,118 Shares 66,181 Est. Cost $145.87 Unrealized +30.2%
MA MASTERCARD INCORPORATED 6.2%
Value ($000) $11,056 Shares 73,042 Est. Cost $79.05 Unrealized +79.9%
DIS DISNEY WALT CO 5.3%
Value ($000) $9,413 Shares 87,556 Est. Cost $86.16 Unrealized +12.9%
DEO DIAGEO P L C 5.3%
Value ($000) $9,409 Shares 64,433 Est. Cost $113.81 Unrealized
SBUX STARBUCKS CORP 5.0%
Value ($000) $8,981 Shares 156,374 Est. Cost $37.87 Unrealized +25.2%
PSX PHILLIPS 66 4.6%
Value ($000) $8,275 Shares 81,812 Est. Cost $54.20 Unrealized +27.8%
GOOGL ALPHABET INC 4.5%
Value ($000) $8,134 Shares 7,722 Est. Cost $38.35 Unrealized +33.6%
COST COSTCO WHSL CORP NEW 4.0%
Value ($000) $7,100 Shares 38,148 Est. Cost $130.85 Unrealized +18.0%
BLACKROCK INC 4.0%
Value ($000) $7,093 Shares 13,808 Est. Cost $352.70 Unrealized
COLFAX CORP 3.6%
Value ($000) $6,401 Shares 161,563 Est. Cost $42.61 Unrealized
MCD MCDONALDS CORP 3.3%
Value ($000) $5,857 Shares 34,028 Est. Cost $70.55 Unrealized +96.5%
DHR DANAHER CORP DEL 3.1%
Value ($000) $5,623 Shares 60,581 Est. Cost $73.25 Unrealized +6.8%
KO COCA COLA CO 2.7%
Value ($000) $4,750 Shares 103,537 Est. Cost $30.05 Unrealized +18.6%
BK BANK NEW YORK MELLON CORP 2.6%
Value ($000) $4,735 Shares 87,914 Est. Cost $29.80 Unrealized +43.1%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $4,599 Shares 32,912 Est. Cost $77.54 Unrealized +43.1%
MSFT MICROSOFT CORP 2.3%
Value ($000) $4,132 Shares 48,310 Est. Cost $39.88 Unrealized +88.7%
BDX BECTON DICKINSON & CO 2.3%
Value ($000) $4,040 Shares 18,873 Est. Cost $107.84 Unrealized +72.0%
COTY COTY INC 2.2%
Value ($000) $3,963 Shares 199,250 Est. Cost $16.73 Unrealized -7.6%
AMZN AMAZON COM INC 1.9%
Value ($000) $3,404 Shares 2,911 Est. Cost $34.35 Unrealized +60.2%
HSY HERSHEY CO 1.5%
Value ($000) $2,685 Shares 23,651 Est. Cost $71.14 Unrealized +27.4%
UNILEVER PLC 1.5%
Value ($000) $2,651 Shares 47,908 Est. Cost $40.48 Unrealized
TRV TRAVELERS COMPANIES INC 1.3%
Value ($000) $2,253 Shares 16,611 Est. Cost $78.95 Unrealized +40.0%
UNP UNION PAC CORP 1.0%
Value ($000) $1,771 Shares 13,206 Est. Cost $87.60 Unrealized +15.1%
PEP PEPSICO INC 0.9%
Value ($000) $1,580 Shares 13,174 Est. Cost $68.90 Unrealized +29.2%
UNITED TECHNOLOGIES CORP 0.9%
Value ($000) $1,566 Shares 12,272 Est. Cost $112.81 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,547 Shares 18,493 Est. Cost $57.57 Unrealized -0.8%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $1,193 Shares 10,011 Est. Cost $70.85 Unrealized +21.8%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,174 Shares 12,780 Est. Cost $64.98 Unrealized +11.8%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $1,079 Shares 10,861 Est. Cost $76.57 Unrealized +11.3%
ECL ECOLAB INC 0.6%
Value ($000) $989 Shares 7,369 Est. Cost $96.70 Unrealized +26.0%
CHRW C H ROBINSON WORLDWIDE INC 0.5%
Value ($000) $894 Shares 10,036 Est. Cost $54.81 Unrealized +22.9%
CB CHUBB LIMITED 0.5%
Value ($000) $887 Shares 6,067 Est. Cost $96.06 Unrealized +34.9%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $873 Shares 11,570 Est. Cost $52.71 Unrealized +14.4%
GOOG ALPHABET INC 0.4%
Value ($000) $742 Shares 709 Est. Cost $36.01 Unrealized +40.3%
WMT WAL-MART STORES INC 0.3%
Value ($000) $625 Shares 6,334 Est. Cost $22.07 Unrealized +21.5%
DE DEERE & CO 0.3%
Value ($000) $545 Shares 3,485 Est. Cost $70.73 Unrealized +75.0%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $527 Shares 6,000 Est. Cost $11.51 Unrealized +76.7%
DOWDUPONT INC 0.3%
Value ($000) $464 Shares 6,515 Est. Cost $71.22 Unrealized
HSIC SCHEIN HENRY INC 0.3%
Value ($000) $454 Shares 6,500 Est. Cost $58.99 Unrealized -1.7%
AAPL APPLE INC 0.2%
Value ($000) $446 Shares 2,633 Est. Cost $25.45 Unrealized +53.6%
MMM 3M CO 0.2%
Value ($000) $439 Shares 1,866 Est. Cost $94.33 Unrealized +53.7%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $432 Shares 5,555 Est. Cost $56.70 Unrealized -5.8%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $426 Shares 2,780 Est. Cost $94.70 Unrealized +35.8%
PFE PFIZER INC 0.2%
Value ($000) $415 Shares 11,461 Est. Cost $19.27 Unrealized +23.5%
SABR SABRE CORP 0.2%
Value ($000) $395 Shares 19,246 Est. Cost $22.89 Unrealized -16.4%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $385 Shares 2,700 Est. Cost $75.33 Unrealized +53.7%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $381 Shares 6,274 Est. Cost $39.30 Unrealized +14.7%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $366 Shares 9,135 Est. Cost $35.64 Unrealized -9.3%
WCN WASTE CONNECTIONS INC 0.2%
Value ($000) $359 Shares 5,062 Est. Cost $45.49 Unrealized +45.2%
MTD METTLER TOLEDO INTERNATIONAL 0.2%
Value ($000) $356 Shares 575 Est. Cost $365.38 Unrealized +75.1%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $348 Shares 3,488 Est. Cost $62.68 Unrealized +20.1%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $324 Shares 7,052 Est. Cost $36.11 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $315 Shares 2,981 Est. Cost $55.52 Unrealized +25.3%
CERNER CORP 0.2%
Value ($000) $314 Shares 4,660 Est. Cost $64.59 Unrealized
T AT&T INC 0.2%
Value ($000) $308 Shares 7,933 Est. Cost $15.25 Unrealized 0.0%
XYL XYLEM INC 0.2%
Value ($000) $306 Shares 4,488 Est. Cost $38.66 Unrealized +55.9%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $299 Shares 2,549 Est. Cost $63.52 Unrealized +51.4%
INTC INTEL CORP 0.2%
Value ($000) $273 Shares 5,919 Est. Cost $28.82 Unrealized +26.8%
HD HOME DEPOT INC 0.2%
Value ($000) $270 Shares 1,426 Est. Cost $126.89 Unrealized +11.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $266 Shares 1,737 Est. Cost $103.72 Unrealized -1.6%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $259 Shares 1,000 Est. Cost $190.21 Unrealized +28.6%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $252 Shares 2,406 Est. Cost $60.46 Unrealized +18.7%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $249 Shares 3,000 Est. Cost $81.15 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $234 Shares 4,359 Est. Cost $33.77 Unrealized +15.6%
PRAXAIR INC 0.1%
Value ($000) $233 Shares 1,508 Est. Cost $133.24 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $232 Shares 1,500 Est. Cost $124.78 Unrealized +11.9%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $230 Shares 2,253 Est. Cost $37.28 Unrealized +14.5%