Lincoln Capital LLC Diversified Active

CIK: 0001633862 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 16, 2018

Total Value ($000): $184,901 (100.0% shares, 0.0% debt)

Holdings (69)

MKL MARKEL CORP 8.7%
Value ($000) $16,072 Shares 13,734 Est. Cost $715.47 Unrealized +57.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 7.3%
Value ($000) $13,590 Shares 68,125 Est. Cost $147.57 Unrealized +39.1%
MA MASTERCARD INCORPORATED 6.7%
Value ($000) $12,435 Shares 70,991 Est. Cost $79.05 Unrealized +107.1%
DEO DIAGEO P L C 5.5%
Value ($000) $10,098 Shares 74,570 Est. Cost $116.75 Unrealized
SBUX STARBUCKS CORP 5.3%
Value ($000) $9,786 Shares 169,038 Est. Cost $38.68 Unrealized +25.9%
DIS DISNEY WALT CO 4.7%
Value ($000) $8,688 Shares 86,502 Est. Cost $86.16 Unrealized +17.2%
GOOGL ALPHABET INC 4.5%
Value ($000) $8,402 Shares 8,101 Est. Cost $39.13 Unrealized +40.6%
BLACKROCK INC 4.2%
Value ($000) $7,851 Shares 14,493 Est. Cost $361.63 Unrealized
COST COSTCO WHSL CORP NEW 4.2%
Value ($000) $7,738 Shares 41,066 Est. Cost $133.58 Unrealized +26.7%
PSX PHILLIPS 66 4.2%
Value ($000) $7,719 Shares 80,474 Est. Cost $54.20 Unrealized +31.8%
DHR DANAHER CORP DEL 3.9%
Value ($000) $7,210 Shares 73,643 Est. Cost $75.21 Unrealized +12.1%
BK BANK NEW YORK MELLON CORP 3.0%
Value ($000) $5,636 Shares 109,368 Est. Cost $32.73 Unrealized +36.7%
MCD MCDONALDS CORP 2.9%
Value ($000) $5,342 Shares 34,164 Est. Cost $70.55 Unrealized +93.7%
COLFAX CORP 2.8%
Value ($000) $5,141 Shares 161,163 Est. Cost $42.61 Unrealized
AMZN AMAZON COM INC 2.4%
Value ($000) $4,452 Shares 3,076 Est. Cost $36.34 Unrealized +96.8%
KO COCA COLA CO 2.4%
Value ($000) $4,359 Shares 100,361 Est. Cost $30.05 Unrealized +16.7%
MSFT MICROSOFT CORP 2.3%
Value ($000) $4,339 Shares 47,540 Est. Cost $39.88 Unrealized +111.4%
BDX BECTON DICKINSON & CO 2.3%
Value ($000) $4,192 Shares 19,345 Est. Cost $109.96 Unrealized +76.9%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $4,132 Shares 32,242 Est. Cost $77.54 Unrealized +39.7%
UNITED TECHNOLOGIES CORP 1.8%
Value ($000) $3,420 Shares 27,178 Est. Cost $119.96 Unrealized
COTY COTY INC 1.8%
Value ($000) $3,415 Shares 186,618 Est. Cost $16.73 Unrealized +7.0%
UNILEVER PLC 1.4%
Value ($000) $2,567 Shares 46,211 Est. Cost $40.48 Unrealized
TRV TRAVELERS COMPANIES INC 1.2%
Value ($000) $2,282 Shares 16,436 Est. Cost $78.95 Unrealized +48.9%
HSY HERSHEY CO 1.0%
Value ($000) $1,852 Shares 18,719 Est. Cost $71.14 Unrealized +20.4%
UNP UNION PAC CORP 0.9%
Value ($000) $1,755 Shares 13,057 Est. Cost $87.60 Unrealized +29.1%
PEP PEPSICO INC 0.8%
Value ($000) $1,422 Shares 13,030 Est. Cost $68.90 Unrealized +29.5%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,387 Shares 18,594 Est. Cost $57.57 Unrealized -3.2%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $1,006 Shares 10,786 Est. Cost $76.57 Unrealized +13.6%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $1,000 Shares 9,556 Est. Cost $70.85 Unrealized +20.6%
PRAXAIR INC 0.5%
Value ($000) $986 Shares 6,830 Est. Cost $141.91 Unrealized
ECL ECOLAB INC 0.5%
Value ($000) $964 Shares 7,032 Est. Cost $96.70 Unrealized +27.8%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $953 Shares 12,020 Est. Cost $64.98 Unrealized +4.4%
CB CHUBB LIMITED 0.4%
Value ($000) $804 Shares 5,879 Est. Cost $96.06 Unrealized +31.4%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $798 Shares 11,134 Est. Cost $52.71 Unrealized +13.3%
GOOG ALPHABET INC 0.4%
Value ($000) $726 Shares 704 Est. Cost $36.01 Unrealized +52.1%
HD HOME DEPOT INC 0.3%
Value ($000) $642 Shares 3,603 Est. Cost $143.71 Unrealized +7.7%
WMT WALMART INC 0.3%
Value ($000) $566 Shares 6,364 Est. Cost $22.07 Unrealized +28.4%
DE DEERE & CO 0.3%
Value ($000) $541 Shares 3,485 Est. Cost $70.73 Unrealized +103.6%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $517 Shares 6,000 Est. Cost $11.51 Unrealized +81.3%
META FACEBOOK INC 0.3%
Value ($000) $513 Shares 3,212 Est. Cost $178.31 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.3%
Value ($000) $486 Shares 7,809 Est. Cost $54.47 Unrealized -10.1%
AAPL APPLE INC 0.2%
Value ($000) $444 Shares 2,648 Est. Cost $25.45 Unrealized +58.8%
HSIC SCHEIN HENRY INC 0.2%
Value ($000) $437 Shares 6,500 Est. Cost $58.99 Unrealized -6.1%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $429 Shares 2,798 Est. Cost $94.70 Unrealized +48.7%
MMM 3M CO 0.2%
Value ($000) $410 Shares 1,866 Est. Cost $94.33 Unrealized +59.2%
PFE PFIZER INC 0.2%
Value ($000) $410 Shares 11,544 Est. Cost $19.27 Unrealized +25.8%
DOWDUPONT INC 0.2%
Value ($000) $408 Shares 6,402 Est. Cost $71.22 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $392 Shares 2,700 Est. Cost $75.33 Unrealized +52.4%
SABR SABRE CORP 0.2%
Value ($000) $392 Shares 18,296 Est. Cost $22.89 Unrealized -6.5%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $390 Shares 8,999 Est. Cost $35.64 Unrealized -6.4%
WCN WASTE CONNECTIONS INC 0.2%
Value ($000) $363 Shares 5,062 Est. Cost $45.49 Unrealized +48.2%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $360 Shares 3,488 Est. Cost $62.68 Unrealized +32.4%
XYL XYLEM INC 0.2%
Value ($000) $345 Shares 4,488 Est. Cost $38.66 Unrealized +74.1%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $344 Shares 7,325 Est. Cost $36.51 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $331 Shares 6,325 Est. Cost $39.30 Unrealized +21.4%
MTD METTLER TOLEDO INTERNATIONAL 0.2%
Value ($000) $331 Shares 575 Est. Cost $365.38 Unrealized +72.1%
INTC INTEL CORP 0.2%
Value ($000) $300 Shares 5,763 Est. Cost $28.82 Unrealized +39.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $296 Shares 2,981 Est. Cost $55.52 Unrealized +23.7%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $289 Shares 2,544 Est. Cost $63.52 Unrealized +55.2%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $281 Shares 1,000 Est. Cost $190.21 Unrealized +38.5%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $280 Shares 1,827 Est. Cost $103.90 Unrealized +3.3%
CERNER CORP 0.1%
Value ($000) $270 Shares 4,660 Est. Cost $64.59 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $260 Shares 2,406 Est. Cost $60.46 Unrealized +36.3%
SYK STRYKER CORP 0.1%
Value ($000) $241 Shares 1,500 Est. Cost $124.78 Unrealized +18.5%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $240 Shares 2,255 Est. Cost $37.28 Unrealized +21.5%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $226 Shares 3,000 Est. Cost $81.15 Unrealized
T AT&T INC 0.1%
Value ($000) $226 Shares 6,338 Est. Cost $15.25 Unrealized +3.7%
USB US BANCORP DEL 0.1%
Value ($000) $218 Shares 4,319 Est. Cost $33.77 Unrealized +18.2%
V VISA INC 0.1%
Value ($000) $204 Shares 1,703 Est. Cost $114.76 Unrealized 0.0%