Lincoln Capital LLC, a registered investment adviser based in Lincoln, Nebraska, has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Brian Swim, reports a total of 138 distinct equity positions held by the firm.
The portfolio is dominated by large-cap technology and consumer staples companies. Microsoft Corporation tops the list with 21,280,679 shares, followed by Berkshire Hathaway Inc. Class B with 49,850,458 shares. Other notable holdings include Apple Inc. with 18,731,765 shares, JPMorgan Chase & Co. with 9,067,641 shares, and Visa Inc. Class A with 71,459,7 shares.
The filing also lists significant positions in industrial and financial sectors. Caterpillar Inc. holds 1,940,682 shares, while Deere & Co. holds 2,998,782 shares. In the financial sector, Wells Fargo & Co. is listed with 568,048 shares.
Lincoln Capital LLC holds a mix of individual stocks and Exchange Traded Funds (ETFs). Notable ETF holdings include the Vanguard S&P 500 ETF (407,240 shares), the Invesco QQQ Trust (275,721 shares), and the iShares Core S&P 500 ETF (3,751,641 shares). The firm also holds several Capital Group funds, including Capital Group Global Equity Shares (274,378 shares) and Capital Group Growth ETF Shares (3,729,837 shares).
