Lincoln Capital LLC Diversified Active

CIK: 0001633862 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 5, 2025

Total Value ($000): $533,833 (100.0% shares, 0.0% debt)

Holdings (124)

BRK/B BERKSHIRE HATHAWAY INC DEL 8.8%
Value ($000) $46,958 Shares 94,151 Est. Cost $173.50 Unrealized +179.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 7.5%
Value ($000) $39,781 Shares 53 Est. Cost $349482.25 Unrealized +108.0%
GOOGL ALPHABET INC 7.2%
Value ($000) $38,386 Shares 156,456 Est. Cost $106.65 Unrealized +96.2%
MA MASTERCARD INCORPORATED 6.6%
Value ($000) $35,386 Shares 60,963 Est. Cost $82.58 Unrealized +594.4%
MKL MARKEL GROUP INC 6.4%
Value ($000) $34,064 Shares 17,549 Est. Cost $835.32 Unrealized +134.7%
COST COSTCO WHSL CORP NEW 6.0%
Value ($000) $31,913 Shares 34,863 Est. Cost $133.58 Unrealized +616.2%
MSFT MICROSOFT CORP 4.2%
Value ($000) $22,199 Shares 42,909 Est. Cost $79.17 Unrealized +542.5%
DHR DANAHER CORPORATION 3.5%
Value ($000) $18,579 Shares 86,419 Est. Cost $96.53 Unrealized +105.5%
AMZN AMAZON COM INC 3.3%
Value ($000) $17,595 Shares 80,154 Est. Cost $121.47 Unrealized +86.3%
AAPL APPLE INC 2.7%
Value ($000) $14,583 Shares 56,520 Est. Cost $114.77 Unrealized +96.5%
SBUX STARBUCKS CORP 2.6%
Value ($000) $13,997 Shares 161,969 Est. Cost $42.09 Unrealized +110.4%
MCD MCDONALDS CORP 1.8%
Value ($000) $9,639 Shares 32,027 Est. Cost $87.83 Unrealized +243.2%
CARR CARRIER GLOBAL CORPORATION 1.8%
Value ($000) $9,587 Shares 160,714 Est. Cost $50.36 Unrealized +34.3%
HGTY HAGERTY INC 1.8%
Value ($000) $9,441 Shares 787,387 Est. Cost $9.88 Unrealized +12.1%
DIS DISNEY WALT CO 1.7%
Value ($000) $9,187 Shares 81,683 Est. Cost $95.15 Unrealized +22.9%
JPM JPMORGAN CHASE & CO. 1.6%
Value ($000) $8,800 Shares 28,383 Est. Cost $101.15 Unrealized +192.6%
MAR MARRIOTT INTL INC NEW 1.3%
Value ($000) $7,062 Shares 26,393 Est. Cost $113.94 Unrealized +134.8%
ROP ROPER TECHNOLOGIES INC 1.2%
Value ($000) $6,554 Shares 13,109 Est. Cost $384.98 Unrealized +38.0%
BK BANK NEW YORK MELLON CORP 1.2%
Value ($000) $6,483 Shares 60,815 Est. Cost $32.92 Unrealized +207.9%
OTIS OTIS WORLDWIDE CORP 1.2%
Value ($000) $6,402 Shares 69,939 Est. Cost $61.32 Unrealized +47.0%
LIN LINDE PLC 1.2%
Value ($000) $6,397 Shares 13,707 Est. Cost $322.30 Unrealized +46.0%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $6,316 Shares 19,127 Est. Cost $147.27 Unrealized +114.9%
SCHW SCHWAB CHARLES CORP 1.1%
Value ($000) $5,758 Shares 61,205 Est. Cost $67.42 Unrealized +40.2%
OXY OCCIDENTAL PETE CORP 1.0%
Value ($000) $5,590 Shares 124,642 Est. Cost $46.87 Unrealized -4.5%
MCO MOODYS CORP 1.0%
Value ($000) $5,582 Shares 11,507 Est. Cost $270.82 Unrealized +85.6%
KO COCA COLA CO 1.0%
Value ($000) $5,273 Shares 79,118 Est. Cost $32.07 Unrealized +111.8%
UNP UNION PAC CORP 0.9%
Value ($000) $4,857 Shares 20,510 Est. Cost $121.93 Unrealized +83.0%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $4,413 Shares 23,394 Est. Cost $81.49 Unrealized +108.0%
FWONK LIBERTY MEDIA CORP DEL 0.8%
Value ($000) $4,331 Shares 41,312 Est. Cost $83.56 Unrealized
TRV TRAVELERS COMPANIES INC 0.7%
Value ($000) $3,755 Shares 13,195 Est. Cost $80.22 Unrealized +231.5%
CPRT COPART INC 0.7%
Value ($000) $3,690 Shares 81,804 Est. Cost $45.48 Unrealized +3.6%
IVV ISHARES TR 0.6%
Value ($000) $3,089 Shares 4,594 Est. Cost $430.85 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $3,056 Shares 12,401 Est. Cost $111.91 Unrealized +87.6%
BLK BLACKROCK INC 0.5%
Value ($000) $2,867 Shares 2,470 Est. Cost $991.05 Unrealized +11.9%
APH AMPHENOL CORP NEW 0.5%
Value ($000) $2,827 Shares 23,130 Est. Cost $41.83 Unrealized +161.5%
FAST FASTENAL CO 0.5%
Value ($000) $2,738 Shares 57,188 Est. Cost $31.88 Unrealized +47.2%
CGGR CAPITAL GROUP GROWTH ETF 0.5%
Value ($000) $2,696 Shares 60,934 Est. Cost $30.27 Unrealized
CB CHUBB LIMITED 0.5%
Value ($000) $2,571 Shares 9,054 Est. Cost $151.58 Unrealized +81.6%
VLTO VERALTO CORP 0.5%
Value ($000) $2,532 Shares 23,634 Est. Cost $73.75 Unrealized +42.7%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $2,488 Shares 12,848 Est. Cost $112.75 Unrealized +63.2%
LPX LOUISIANA PAC CORP 0.4%
Value ($000) $2,265 Shares 25,054 Est. Cost $104.37 Unrealized -11.5%
WMT WALMART INC 0.4%
Value ($000) $2,260 Shares 22,139 Est. Cost $47.85 Unrealized +107.4%
PEP PEPSICO INC 0.4%
Value ($000) $2,216 Shares 15,609 Est. Cost $93.40 Unrealized +50.4%
DE DEERE & CO 0.4%
Value ($000) $2,072 Shares 4,476 Est. Cost $167.30 Unrealized +192.7%
ECL ECOLAB INC 0.4%
Value ($000) $1,958 Shares 7,080 Est. Cost $128.34 Unrealized +110.6%
IDXX IDEXX LABS INC 0.4%
Value ($000) $1,911 Shares 3,027 Est. Cost $434.21 Unrealized +39.8%
CSGP COSTAR GROUP INC 0.3%
Value ($000) $1,801 Shares 21,243 Est. Cost $76.08 Unrealized +16.2%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $1,667 Shares 3,462 Est. Cost $237.88 Unrealized
IEFA ISHARES TR 0.3%
Value ($000) $1,620 Shares 18,236 Est. Cost $66.84 Unrealized
CINF CINCINNATI FINL CORP 0.3%
Value ($000) $1,602 Shares 9,813 Est. Cost $71.28 Unrealized +110.8%
ESAB ESAB CORPORATION 0.3%
Value ($000) $1,490 Shares 12,676 Est. Cost $55.81 Unrealized +112.7%
HD HOME DEPOT INC 0.3%
Value ($000) $1,422 Shares 3,599 Est. Cost $155.88 Unrealized +149.7%
MSCI MSCI INC 0.3%
Value ($000) $1,401 Shares 2,502 Est. Cost $574.91 Unrealized -2.1%
IJH ISHARES TR 0.3%
Value ($000) $1,382 Shares 21,015 Est. Cost $92.92 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.2%
Value ($000) $1,331 Shares 23,019 Est. Cost $29.36 Unrealized +99.9%
IJR ISHARES TR 0.2%
Value ($000) $1,240 Shares 10,328 Est. Cost $89.73 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.2%
Value ($000) $1,179 Shares 29,607 Est. Cost $33.95 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $1,172 Shares 2,355 Est. Cost $330.84 Unrealized +28.6%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,118 Shares 5,957 Est. Cost $101.78 Unrealized +71.2%
DEO DIAGEO PLC 0.2%
Value ($000) $1,092 Shares 11,342 Est. Cost $117.77 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,090 Shares 2,272 Est. Cost $388.95 Unrealized +37.3%
USMV ISHARES TR 0.2%
Value ($000) $1,013 Shares 10,650 Est. Cost $59.80 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $971 Shares 3,765 Est. Cost $219.27 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $967 Shares 6,350 Est. Cost $67.36 Unrealized +130.0%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $966 Shares 4,439 Est. Cost $74.74 Unrealized +141.9%
TSLA TESLA INC 0.2%
Value ($000) $948 Shares 2,206 Est. Cost $246.70 Unrealized +40.6%
BN BROOKFIELD CORP 0.2%
Value ($000) $915 Shares 13,317 Est. Cost $21.91 Unrealized +101.8%
WCN WASTE CONNECTIONS INC 0.2%
Value ($000) $883 Shares 5,062 Est. Cost $45.49 Unrealized +299.8%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.2%
Value ($000) $850 Shares 28,012 Est. Cost $21.18 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $813 Shares 7,177 Est. Cost $61.06 Unrealized +79.6%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.2%
Value ($000) $805 Shares 23,149 Est. Cost $28.99 Unrealized
NKE NIKE INC 0.1%
Value ($000) $789 Shares 10,973 Est. Cost $131.94 Unrealized -44.1%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $781 Shares 4,162 Est. Cost $122.73 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $765 Shares 1,144 Est. Cost $431.65 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $756 Shares 1,064 Est. Cost $350.85 Unrealized +111.8%
V VISA INC 0.1%
Value ($000) $755 Shares 2,157 Est. Cost $148.03 Unrealized +133.2%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $736 Shares 560 Est. Cost $365.38 Unrealized +243.0%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $705 Shares 16,640 Est. Cost $25.82 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $683 Shares 12,474 Est. Cost $42.47 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $673 Shares 4,488 Est. Cost $38.66 Unrealized +257.1%
SYK STRYKER CORPORATION 0.1%
Value ($000) $659 Shares 1,780 Est. Cost $136.20 Unrealized +182.3%
ORCL ORACLE CORP 0.1%
Value ($000) $654 Shares 2,286 Est. Cost $119.79 Unrealized +112.2%
DGRO ISHARES TR 0.1%
Value ($000) $640 Shares 9,339 Est. Cost $51.25 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $639 Shares 8,188 Est. Cost $52.89 Unrealized +60.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $633 Shares 2,580 Est. Cost $112.64 Unrealized +131.4%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $602 Shares 9,861 Est. Cost $45.99 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE 0.1%
Value ($000) $595 Shares 17,015 Est. Cost $30.56 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $571 Shares 4,292 Est. Cost $57.98 Unrealized +118.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $568 Shares 7,042 Est. Cost $40.63 Unrealized +98.1%
HSY HERSHEY CO 0.1%
Value ($000) $560 Shares 2,868 Est. Cost $83.50 Unrealized +115.1%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $514 Shares 2,700 Est. Cost $77.84 Unrealized +162.8%
RTX RTX CORPORATION 0.1%
Value ($000) $481 Shares 2,887 Est. Cost $55.22 Unrealized +179.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $476 Shares 5,488 Est. Cost $70.85 Unrealized +24.4%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $456 Shares 1,567 Est. Cost $63.52 Unrealized +368.9%
GDX VANECK ETF TRUST 0.1%
Value ($000) $452 Shares 5,858 Est. Cost $77.08 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $450 Shares 3,235 Est. Cost $115.79 Unrealized
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $436 Shares 6,500 Est. Cost $58.99 Unrealized +17.3%
ETN EATON CORP PLC 0.1%
Value ($000) $434 Shares 1,162 Est. Cost $176.77 Unrealized +105.5%
CGIE CAPITAL GROUP INTERNATIONAL 0.1%
Value ($000) $424 Shares 12,292 Est. Cost $29.84 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $409 Shares 664 Est. Cost $417.78 Unrealized
WRB BERKLEY W R CORP 0.1%
Value ($000) $402 Shares 5,236 Est. Cost $69.95 Unrealized +0.1%
GLD SPDR GOLD TR 0.1%
Value ($000) $370 Shares 1,035 Est. Cost $169.30 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $353 Shares 1,225 Est. Cost $145.16 Unrealized +78.8%
UNILEVER PLC 0.1%
Value ($000) $327 Shares 5,542 Est. Cost $42.85 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $319 Shares 6,641 Est. Cost $35.87 Unrealized +29.2%
BAC BANK AMERICA CORP 0.1%
Value ($000) $312 Shares 6,161 Est. Cost $28.55 Unrealized +69.3%
BWXT BWX TECHNOLOGIES INC 0.1%
Value ($000) $309 Shares 1,654 Est. Cost $120.05 Unrealized +33.7%
IWM ISHARES TR 0.1%
Value ($000) $306 Shares 1,246 Est. Cost $196.01 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $304 Shares 4,480 Est. Cost $42.79 Unrealized +57.5%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $301 Shares 7,766 Est. Cost $27.15 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $281 Shares 10,271 Est. Cost $26.74 Unrealized -9.7%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $274 Shares 3,000 Est. Cost $82.29 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $269 Shares 2,767 Est. Cost $81.41 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $261 Shares 1,701 Est. Cost $137.18 Unrealized +11.0%
SYY SYSCO CORP 0.0%
Value ($000) $255 Shares 3,104 Est. Cost $46.40 Unrealized +69.9%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $251 Shares 2,430 Est. Cost $60.46 Unrealized +70.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $244 Shares 1,591 Est. Cost $92.27 Unrealized +79.0%
VMI VALMONT INDS INC 0.0%
Value ($000) $237 Shares 600 Est. Cost $363.72 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value ($000) $234 Shares 1,001 Est. Cost $201.95 Unrealized 0.0%
ITOT ISHARES TR 0.0%
Value ($000) $226 Shares 1,544 Est. Cost $135.04 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $223 Shares 1,041 Est. Cost $185.05 Unrealized +17.7%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $213 Shares 353 Est. Cost $603.76 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $212 Shares 3,083 Est. Cost $61.05 Unrealized +13.1%
COP CONOCOPHILLIPS 0.0%
Value ($000) $209 Shares 2,218 Est. Cost $93.28 Unrealized 0.0%