Lincoln Capital LLC Diversified Active

CIK: 0001633862 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 14, 2018

Total Value ($000): $201,904 (100.0% shares, 0.0% debt)

Holdings (75)

MKL MARKEL CORP 8.0%
Value ($000) $16,083 Shares 13,532 Est. Cost $715.47 Unrealized +64.5%
MA MASTERCARD INCORPORATED 7.7%
Value ($000) $15,508 Shares 69,666 Est. Cost $79.05 Unrealized +153.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 7.1%
Value ($000) $14,371 Shares 67,121 Est. Cost $147.57 Unrealized +39.0%
DEO DIAGEO P L C 5.2%
Value ($000) $10,435 Shares 73,655 Est. Cost $116.75 Unrealized
SBUX STARBUCKS CORP 5.0%
Value ($000) $10,003 Shares 175,989 Est. Cost $39.10 Unrealized +15.3%
DIS DISNEY WALT CO 4.9%
Value ($000) $9,872 Shares 84,416 Est. Cost $86.16 Unrealized +23.7%
COST COSTCO WHSL CORP NEW 4.7%
Value ($000) $9,571 Shares 40,749 Est. Cost $133.58 Unrealized +52.1%
GOOGL ALPHABET INC 4.7%
Value ($000) $9,542 Shares 7,905 Est. Cost $39.13 Unrealized +53.5%
PSX PHILLIPS 66 4.5%
Value ($000) $9,014 Shares 79,965 Est. Cost $54.20 Unrealized +58.8%
DHR DANAHER CORP DEL 4.3%
Value ($000) $8,653 Shares 79,630 Est. Cost $76.01 Unrealized +15.8%
BLACKROCK INC 3.3%
Value ($000) $6,754 Shares 14,329 Est. Cost $361.63 Unrealized
AMZN AMAZON COM INC 3.3%
Value ($000) $6,624 Shares 3,307 Est. Cost $39.30 Unrealized +139.3%
COLFAX CORP 3.0%
Value ($000) $6,007 Shares 166,592 Est. Cost $42.00 Unrealized
MCD MCDONALDS CORP 2.8%
Value ($000) $5,695 Shares 34,046 Est. Cost $70.55 Unrealized +91.1%
BK BANK NEW YORK MELLON CORP 2.8%
Value ($000) $5,559 Shares 109,028 Est. Cost $32.73 Unrealized +30.5%
MSFT MICROSOFT CORP 2.7%
Value ($000) $5,419 Shares 47,382 Est. Cost $39.88 Unrealized +152.8%
UNITED TECHNOLOGIES CORP 2.5%
Value ($000) $5,065 Shares 36,226 Est. Cost $121.63 Unrealized
BDX BECTON DICKINSON & CO 2.5%
Value ($000) $5,019 Shares 19,229 Est. Cost $109.96 Unrealized +100.4%
KO COCA COLA CO 2.2%
Value ($000) $4,526 Shares 97,992 Est. Cost $30.05 Unrealized +20.8%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $4,400 Shares 31,842 Est. Cost $77.54 Unrealized +39.3%
UNILEVER PLC 1.2%
Value ($000) $2,380 Shares 43,300 Est. Cost $40.48 Unrealized
TRV TRAVELERS COMPANIES INC 1.1%
Value ($000) $2,123 Shares 16,371 Est. Cost $78.95 Unrealized +39.2%
UNP UNION PAC CORP 1.0%
Value ($000) $2,094 Shares 12,858 Est. Cost $87.60 Unrealized +45.9%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,569 Shares 18,457 Est. Cost $57.57 Unrealized +1.1%
PEP PEPSICO INC 0.7%
Value ($000) $1,457 Shares 13,030 Est. Cost $68.90 Unrealized +31.1%
META FACEBOOK INC 0.7%
Value ($000) $1,451 Shares 8,824 Est. Cost $179.23 Unrealized +0.3%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $1,141 Shares 10,714 Est. Cost $76.57 Unrealized +22.9%
PRAXAIR INC 0.5%
Value ($000) $1,093 Shares 6,799 Est. Cost $141.91 Unrealized
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $1,078 Shares 9,234 Est. Cost $70.85 Unrealized +24.8%
ECL ECOLAB INC 0.5%
Value ($000) $1,064 Shares 6,787 Est. Cost $96.70 Unrealized +41.7%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $971 Shares 11,666 Est. Cost $64.98 Unrealized +4.3%
GOOG ALPHABET INC 0.4%
Value ($000) $826 Shares 692 Est. Cost $36.01 Unrealized +65.1%
CB CHUBB LIMITED 0.4%
Value ($000) $764 Shares 5,720 Est. Cost $96.06 Unrealized +24.1%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $739 Shares 11,034 Est. Cost $52.71 Unrealized +6.2%
HD HOME DEPOT INC 0.3%
Value ($000) $635 Shares 3,064 Est. Cost $143.71 Unrealized +16.9%
AAPL APPLE INC 0.3%
Value ($000) $604 Shares 2,677 Est. Cost $25.70 Unrealized +91.7%
WMT WALMART INC 0.3%
Value ($000) $598 Shares 6,364 Est. Cost $22.07 Unrealized +23.9%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $564 Shares 6,000 Est. Cost $11.51 Unrealized +88.1%
HSIC SCHEIN HENRY INC 0.3%
Value ($000) $553 Shares 6,500 Est. Cost $58.99 Unrealized +5.6%
DE DEERE & CO 0.3%
Value ($000) $534 Shares 3,555 Est. Cost $71.87 Unrealized +78.9%
SLV ISHARES SILVER TRUST 0.3%
Value ($000) $513 Shares 37,375 Est. Cost $13.73 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $498 Shares 11,302 Est. Cost $19.37 Unrealized +42.7%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $497 Shares 4,410 Est. Cost $112.70 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $473 Shares 2,780 Est. Cost $94.70 Unrealized +57.6%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $458 Shares 8,309 Est. Cost $53.67 Unrealized -22.1%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $452 Shares 8,999 Est. Cost $35.64 Unrealized +10.7%
SABR SABRE CORP 0.2%
Value ($000) $439 Shares 16,826 Est. Cost $22.89 Unrealized +12.1%
DOWDUPONT INC 0.2%
Value ($000) $417 Shares 6,486 Est. Cost $71.13 Unrealized
WCN WASTE CONNECTIONS INC 0.2%
Value ($000) $404 Shares 5,062 Est. Cost $45.49 Unrealized +64.0%
MMM 3M CO 0.2%
Value ($000) $393 Shares 1,866 Est. Cost $94.33 Unrealized +40.2%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $392 Shares 2,700 Est. Cost $75.33 Unrealized +60.3%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $383 Shares 2,543 Est. Cost $63.52 Unrealized +90.2%
XYL XYLEM INC 0.2%
Value ($000) $358 Shares 4,488 Est. Cost $38.66 Unrealized +76.7%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $356 Shares 3,488 Est. Cost $62.68 Unrealized +36.5%
MTD METTLER TOLEDO INTERNATIONAL 0.2%
Value ($000) $350 Shares 575 Est. Cost $365.38 Unrealized +61.0%
HSY HERSHEY CO 0.2%
Value ($000) $339 Shares 3,321 Est. Cost $71.14 Unrealized +16.8%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $326 Shares 6,205 Est. Cost $39.30 Unrealized +18.3%
CERNER CORP 0.1%
Value ($000) $300 Shares 4,660 Est. Cost $64.59 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $297 Shares 2,257 Est. Cost $37.28 Unrealized +43.8%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $296 Shares 1,000 Est. Cost $190.21 Unrealized +48.5%
INTC INTEL CORP 0.1%
Value ($000) $278 Shares 5,872 Est. Cost $29.06 Unrealized +42.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $272 Shares 1,802 Est. Cost $103.90 Unrealized -2.5%
SYK STRYKER CORP 0.1%
Value ($000) $267 Shares 1,500 Est. Cost $124.78 Unrealized +26.3%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $265 Shares 6,474 Est. Cost $36.61 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $263 Shares 2,406 Est. Cost $60.46 Unrealized +43.3%
V VISA INC 0.1%
Value ($000) $256 Shares 1,703 Est. Cost $114.76 Unrealized +17.7%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $251 Shares 3,112 Est. Cost $81.13 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $235 Shares 2,881 Est. Cost $55.52 Unrealized -0.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $235 Shares 3,035 Est. Cost $51.85 Unrealized +8.7%
USB US BANCORP DEL 0.1%
Value ($000) $228 Shares 4,319 Est. Cost $33.77 Unrealized +15.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $220 Shares 4,526 Est. Cost $36.04 Unrealized 0.0%
SYY SYSCO CORP 0.1%
Value ($000) $214 Shares 2,915 Est. Cost $52.26 Unrealized +13.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $211 Shares 2,140 Est. Cost $76.28 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value ($000) $208 Shares 2,204 Est. Cost $69.17 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $202 Shares 1,200 Est. Cost $169.17 Unrealized