Lincoln Capital LLC Diversified Active

CIK: 0001633862 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 11, 2025

Total Value ($000): $519,667 (100.0% shares, 0.0% debt)

Holdings (123)

BRK/B BERKSHIRE HATHAWAY INC DEL 9.0%
Value ($000) $46,557 Shares 95,842 Est. Cost $173.50 Unrealized +192.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 7.4%
Value ($000) $38,626 Shares 53 Est. Cost $349482.25 Unrealized +118.0%
MKL MARKEL GROUP INC 6.8%
Value ($000) $35,201 Shares 17,624 Est. Cost $835.32 Unrealized +124.5%
COST COSTCO WHSL CORP NEW 6.7%
Value ($000) $35,047 Shares 35,405 Est. Cost $133.58 Unrealized +641.7%
MA MASTERCARD INCORPORATED 6.7%
Value ($000) $34,713 Shares 61,780 Est. Cost $82.58 Unrealized +567.8%
GOOGL ALPHABET INC 5.4%
Value ($000) $28,110 Shares 159,491 Est. Cost $106.65 Unrealized +53.1%
MSFT MICROSOFT CORP 4.2%
Value ($000) $21,820 Shares 43,867 Est. Cost $79.17 Unrealized +446.1%
AMZN AMAZON COM INC 3.4%
Value ($000) $17,847 Shares 81,345 Est. Cost $121.47 Unrealized +62.9%
DHR DANAHER CORPORATION 3.3%
Value ($000) $17,313 Shares 87,638 Est. Cost $96.53 Unrealized +100.0%
SBUX STARBUCKS CORP 2.9%
Value ($000) $15,111 Shares 164,909 Est. Cost $42.09 Unrealized +102.3%
CARR CARRIER GLOBAL CORPORATION 2.3%
Value ($000) $11,851 Shares 161,910 Est. Cost $50.36 Unrealized +33.7%
AAPL APPLE INC 2.2%
Value ($000) $11,583 Shares 56,460 Est. Cost $114.77 Unrealized +75.5%
DIS DISNEY WALT CO 2.0%
Value ($000) $10,509 Shares 84,763 Est. Cost $95.15 Unrealized +8.0%
MCD MCDONALDS CORP 1.8%
Value ($000) $9,471 Shares 32,416 Est. Cost $87.83 Unrealized +245.6%
JPM JPMORGAN CHASE & CO. 1.6%
Value ($000) $8,461 Shares 29,189 Est. Cost $101.15 Unrealized +149.8%
ROP ROPER TECHNOLOGIES INC 1.5%
Value ($000) $7,609 Shares 13,424 Est. Cost $384.98 Unrealized +46.0%
OTIS OTIS WORLDWIDE CORP 1.4%
Value ($000) $7,297 Shares 73,689 Est. Cost $61.32 Unrealized +55.6%
MAR MARRIOTT INTL INC NEW 1.4%
Value ($000) $7,247 Shares 26,524 Est. Cost $113.94 Unrealized +118.7%
LIN LINDE PLC 1.2%
Value ($000) $6,442 Shares 13,729 Est. Cost $322.30 Unrealized +40.3%
HGTY HAGERTY INC 1.2%
Value ($000) $6,140 Shares 607,309 Est. Cost $9.52 Unrealized -2.2%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $6,116 Shares 19,174 Est. Cost $147.27 Unrealized +89.7%
MCO MOODYS CORP 1.1%
Value ($000) $5,965 Shares 11,894 Est. Cost $270.82 Unrealized +70.2%
BK BANK NEW YORK MELLON CORP 1.1%
Value ($000) $5,714 Shares 62,716 Est. Cost $32.92 Unrealized +155.0%
KO COCA COLA CO 1.1%
Value ($000) $5,694 Shares 80,479 Est. Cost $32.07 Unrealized +117.6%
SCHW SCHWAB CHARLES CORP 1.1%
Value ($000) $5,617 Shares 61,560 Est. Cost $67.42 Unrealized +23.3%
UNP UNION PAC CORP 0.9%
Value ($000) $4,932 Shares 21,435 Est. Cost $121.93 Unrealized +79.2%
DEO DIAGEO PLC 0.9%
Value ($000) $4,881 Shares 48,407 Est. Cost $117.77 Unrealized
FWONK LIBERTY MEDIA CORP DEL 0.8%
Value ($000) $4,325 Shares 41,382 Est. Cost $83.56 Unrealized
CPRT COPART INC 0.8%
Value ($000) $4,066 Shares 82,860 Est. Cost $45.48 Unrealized +23.1%
TRV TRAVELERS COMPANIES INC 0.7%
Value ($000) $3,888 Shares 14,532 Est. Cost $80.22 Unrealized +225.0%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $3,759 Shares 24,608 Est. Cost $81.49 Unrealized +85.1%
OXY OCCIDENTAL PETE CORP 0.6%
Value ($000) $3,010 Shares 71,638 Est. Cost $48.44 Unrealized -15.0%
IVV ISHARES TR 0.5%
Value ($000) $2,785 Shares 4,486 Est. Cost $425.04 Unrealized
CB CHUBB LIMITED 0.5%
Value ($000) $2,736 Shares 9,446 Est. Cost $151.58 Unrealized +89.3%
BLK BLACKROCK INC 0.5%
Value ($000) $2,734 Shares 2,605 Est. Cost $991.05 Unrealized -5.8%
VLTO VERALTO CORP 0.5%
Value ($000) $2,438 Shares 24,146 Est. Cost $73.75 Unrealized +30.4%
FAST FASTENAL CO 0.5%
Value ($000) $2,435 Shares 57,966 Est. Cost $31.88 Unrealized +25.8%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $2,365 Shares 13,733 Est. Cost $112.75 Unrealized +60.1%
CGGR CAPITAL GROUP GROWTH ETF 0.5%
Value ($000) $2,352 Shares 57,854 Est. Cost $29.52 Unrealized
APH AMPHENOL CORP NEW 0.5%
Value ($000) $2,351 Shares 23,810 Est. Cost $41.83 Unrealized +94.6%
GOOG ALPHABET INC 0.4%
Value ($000) $2,333 Shares 13,149 Est. Cost $111.91 Unrealized +47.3%
DE DEERE & CO 0.4%
Value ($000) $2,270 Shares 4,464 Est. Cost $167.30 Unrealized +189.7%
LPX LOUISIANA PAC CORP 0.4%
Value ($000) $2,159 Shares 25,099 Est. Cost $104.37 Unrealized -14.9%
WMT WALMART INC 0.4%
Value ($000) $2,147 Shares 21,958 Est. Cost $47.85 Unrealized +98.0%
PEP PEPSICO INC 0.4%
Value ($000) $2,104 Shares 15,938 Est. Cost $93.40 Unrealized +40.3%
ECL ECOLAB INC 0.4%
Value ($000) $1,911 Shares 7,091 Est. Cost $128.34 Unrealized +96.6%
CSGP COSTAR GROUP INC 0.3%
Value ($000) $1,712 Shares 21,290 Est. Cost $76.08 Unrealized +2.4%
IDXX IDEXX LABS INC 0.3%
Value ($000) $1,625 Shares 3,030 Est. Cost $434.21 Unrealized +10.1%
ESAB ESAB CORPORATION 0.3%
Value ($000) $1,527 Shares 12,666 Est. Cost $55.81 Unrealized +116.1%
IEFA ISHARES TR 0.3%
Value ($000) $1,514 Shares 18,141 Est. Cost $66.84 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $1,485 Shares 3,387 Est. Cost $232.48 Unrealized
CINF CINCINNATI FINL CORP 0.3%
Value ($000) $1,460 Shares 9,806 Est. Cost $71.28 Unrealized +97.7%
MSCI MSCI INC 0.3%
Value ($000) $1,446 Shares 2,507 Est. Cost $574.91 Unrealized -4.5%
HD HOME DEPOT INC 0.3%
Value ($000) $1,314 Shares 3,585 Est. Cost $155.88 Unrealized +128.3%
BAM BROOKFIELD ASSET MANAGMT LTD 0.2%
Value ($000) $1,280 Shares 23,151 Est. Cost $29.36 Unrealized +79.1%
IJH ISHARES TR 0.2%
Value ($000) $1,245 Shares 20,072 Est. Cost $94.19 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,242 Shares 2,356 Est. Cost $388.95 Unrealized +27.7%
IJR ISHARES TR 0.2%
Value ($000) $1,101 Shares 10,071 Est. Cost $88.95 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $1,000 Shares 10,650 Est. Cost $59.80 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $996 Shares 6,251 Est. Cost $65.97 Unrealized +143.7%
CGUS CAPITAL GROUP CORE EQUITY ET 0.2%
Value ($000) $988 Shares 26,742 Est. Cost $33.32 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $954 Shares 6,037 Est. Cost $101.78 Unrealized +23.6%
WCN WASTE CONNECTIONS INC 0.2%
Value ($000) $945 Shares 5,062 Est. Cost $45.49 Unrealized +322.4%
TSLA TESLA INC 0.2%
Value ($000) $925 Shares 2,911 Est. Cost $246.70 Unrealized +22.1%
CAT CATERPILLAR INC 0.2%
Value ($000) $905 Shares 2,334 Est. Cost $330.84 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $867 Shares 9,537 Est. Cost $52.89 Unrealized +70.2%
BN BROOKFIELD CORP 0.2%
Value ($000) $832 Shares 13,457 Est. Cost $21.91 Unrealized +68.5%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $826 Shares 3,485 Est. Cost $216.17 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $819 Shares 1,109 Est. Cost $350.85 Unrealized +75.7%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $813 Shares 4,439 Est. Cost $74.74 Unrealized +110.7%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.2%
Value ($000) $812 Shares 29,912 Est. Cost $21.18 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $784 Shares 7,270 Est. Cost $61.06 Unrealized +71.2%
NKE NIKE INC 0.1%
Value ($000) $779 Shares 10,962 Est. Cost $131.94 Unrealized -55.2%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $771 Shares 2,580 Est. Cost $112.64 Unrealized +168.9%
V VISA INC 0.1%
Value ($000) $756 Shares 2,130 Est. Cost $145.53 Unrealized +138.4%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $738 Shares 4,174 Est. Cost $122.73 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $707 Shares 1,144 Est. Cost $431.65 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $704 Shares 1,780 Est. Cost $136.20 Unrealized +172.8%
JBTM JBT MAREL CORPORATION 0.1%
Value ($000) $679 Shares 5,646 Est. Cost $126.23 Unrealized -11.7%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $675 Shares 575 Est. Cost $365.38 Unrealized +205.8%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.1%
Value ($000) $665 Shares 20,786 Est. Cost $28.34 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $648 Shares 16,405 Est. Cost $25.59 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $643 Shares 2,084 Est. Cost $63.52 Unrealized +376.0%
DGRO ISHARES TR 0.1%
Value ($000) $633 Shares 9,892 Est. Cost $51.25 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $615 Shares 6,093 Est. Cost $70.85 Unrealized +32.8%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $597 Shares 2,700 Est. Cost $77.84 Unrealized +170.3%
XYL XYLEM INC 0.1%
Value ($000) $581 Shares 4,488 Est. Cost $38.66 Unrealized +210.9%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $572 Shares 11,573 Est. Cost $41.51 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $562 Shares 7,014 Est. Cost $40.63 Unrealized +75.1%
PSX PHILLIPS 66 0.1%
Value ($000) $535 Shares 4,483 Est. Cost $57.98 Unrealized +88.8%
CGDG CAPITAL GROUP DIVIDEND GROWE 0.1%
Value ($000) $516 Shares 15,331 Est. Cost $30.08 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $488 Shares 8,567 Est. Cost $43.71 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $483 Shares 2,912 Est. Cost $83.50 Unrealized +93.6%
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $475 Shares 6,500 Est. Cost $58.99 Unrealized +16.7%
ORCL ORACLE CORP 0.1%
Value ($000) $440 Shares 2,011 Est. Cost $101.41 Unrealized +58.6%
RTX RTX CORPORATION 0.1%
Value ($000) $419 Shares 2,866 Est. Cost $55.22 Unrealized +138.6%
ETN EATON CORP PLC 0.1%
Value ($000) $415 Shares 1,162 Est. Cost $176.77 Unrealized +73.5%
CGIE CAPITAL GROUP INTERNATIONAL 0.1%
Value ($000) $399 Shares 12,127 Est. Cost $29.78 Unrealized
WRB BERKLEY W R CORP 0.1%
Value ($000) $385 Shares 5,236 Est. Cost $69.95 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $371 Shares 2,885 Est. Cost $112.96 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $353 Shares 622 Est. Cost $404.41 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $350 Shares 1,187 Est. Cost $141.50 Unrealized +79.4%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $347 Shares 4,580 Est. Cost $61.05 Unrealized +20.2%
UNILEVER PLC 0.1%
Value ($000) $339 Shares 5,542 Est. Cost $42.85 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $309 Shares 1,015 Est. Cost $165.60 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $300 Shares 6,620 Est. Cost $35.87 Unrealized +13.6%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $295 Shares 2,328 Est. Cost $64.70 Unrealized +55.3%
BAC BANK AMERICA CORP 0.1%
Value ($000) $291 Shares 6,161 Est. Cost $28.55 Unrealized +45.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $286 Shares 1,570 Est. Cost $91.29 Unrealized +83.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $282 Shares 4,060 Est. Cost $40.25 Unrealized +50.0%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $278 Shares 7,766 Est. Cost $27.15 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $269 Shares 1,246 Est. Cost $196.01 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $267 Shares 3,000 Est. Cost $82.29 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $267 Shares 10,995 Est. Cost $26.74 Unrealized -16.4%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $241 Shares 1,681 Est. Cost $137.00 Unrealized 0.0%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $238 Shares 1,652 Est. Cost $120.05 Unrealized -3.1%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $232 Shares 2,406 Est. Cost $60.46 Unrealized +46.6%
SYY SYSCO CORP 0.0%
Value ($000) $231 Shares 3,047 Est. Cost $45.79 Unrealized +55.3%
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $225 Shares 2,767 Est. Cost $81.41 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $221 Shares 1,041 Est. Cost $185.05 Unrealized 0.0%
ITOT ISHARES TR 0.0%
Value ($000) $209 Shares 1,544 Est. Cost $135.04 Unrealized
SSRM SSR MINING IN 0.0%
Value ($000) $127 Shares 10,000 Est. Cost $6.22 Unrealized +81.2%
GLDG GOLDMINING INC 0.0%
Value ($000) $8 Shares 10,752 Est. Cost $0.87 Unrealized -10.9%