13F

Investor

LINCOLN CAPITAL CORP

CIK 0000872359 · filed 2026-04-16 · SEC filing

13F book

$271.7M

Positions

99

20 new · 13 sold

Largest name

7.1%

Ishares Tr

Est. mark

−$11.7M

Price effect on 79 names still held. Flow $1.85M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr214.3K$19.4M7.1%$227.4KAdded$390.3K
Spdr Series Trust217.6K$16.7M6.1%−$645.2KAdded$2.59M
Microsoft CorpMSFT42.7K$15.8M5.8%−$4.84MCut−$7.07M
Apple Inc.AAPL54.3K$13.8M5.1%−$981.8KCut−$1.27M
Goldman Sachs Etf Tr106.4K$13.3M4.9%−$770.3KCut−$2.73M
Ishares Tr123.3K$11.8M4.3%−$88.4KAdded−$37.5K
Schwab Strategic Tr342.1K$10.6M3.9%$304.5KCut$289.9K
Vanguard Charlotte Fds171.5K$8.24M3.0%−$46KAdded$5.58K
Alphabet Inc27.6K$7.95M2.9%−$686KAdded−$492.2K
Amazon Com IncAMZN37K$7.71M2.8%−$834.3KCut−$2.58M
Capital Group New Geography235.6K$7.44M2.7%−$83.3KAdded$48.8K
Cencora, Inc.COR19.2K$6.03M2.2%−$453.2KCut−$517K
Janus Detroit Str Tr117.2K$5.9M2.2%−$24.6KCut−$83.5K
Fidelity Merrimack Str Tr125.5K$5.73M2.1%−$52.7KCut−$135.2K
Schwab Charles Corp60.1K$5.65M2.1%−$356.3KCut−$383.1K
Fidelity Covington Trust148.5K$5.39M2.0%−$282.1KCut−$371.6K
Vanguard Wellington Fd25.7K$5.07M1.9%$150.3KCut$118.6K
Blackrock Etf Trust146.8K$4.84M1.8%New
Ishares Tr24K$4.6M1.7%−$163.6KCut−$235.1K
Blackrock Etf Trust Ii88.5K$4.6M1.7%New
Broadcom Inc.AVGO14.8K$4.57M1.7%−$541KCut−$1.03M
Rocket Cos Inc281.1K$4M1.5%−$1.39MAdded−$1.28M
Ge Aerospace14K$3.97M1.5%−$339.7KCut−$406.3K
Fidelity Covington Trust103.7K$3.94M1.5%$19.7KAdded$550.9K
Ishares Tr5.6K$3.66M1.3%−$177.5KCut−$900.8K
Walmart Inc.WMT27.4K$3.41M1.3%$352.8KCut$303.3K
Centerpoint Energy IncCNP78.6K$3.39M1.2%New
First Tr Exchange-Traded Fd200.2K$3.36M1.2%New
Dimensional Etf Trust91K$3.08M1.1%$116.2KAdded$147.4K
Nisource Inc.NI65.4K$3.05M1.1%$315.5KAdded$360.5K
Saia IncSAIA8.55K$3M1.1%$104KAdded$1.63M
T Rowe Price Etf Inc70.3K$2.87M1.1%−$130.3KAdded−$91K
Schwab Strategic Tr114K$2.86M1.1%−$127.3KAdded−$92.5K
T Rowe Price Etf Inc74.6K$2.66M1.0%−$196.3KCut−$415.7K
Nvidia CorpNVDA15K$2.62M1.0%−$182KCut−$243.2K
Sprott Asset Management Lp97.8K$2.39M0.9%$72.4KCut−$1.49M
Hycroft Mining Holding Corp53.9K$1.9M0.7%$457.9KAdded$945.4K
Vanguard Index Fds6.49K$1.86M0.7%−$19.7KCut−$24.4K
Vanguard Mun Bd Fds31K$1.54M0.6%−$12.1KAdded$24K
Ishares Tr39.3K$1.53M0.6%$47.6KCut$41.9K
First Majestic Silver CorpAG70.2K$1.51M0.6%$338.1KHeld
Fidelity Covington Trust37.7K$1.4M0.5%New
Spdr S&P 500 Etf Tr2.03K$1.32M0.5%−$64KHeld
Unitedhealth Group IncUNH4.69K$1.27M0.5%−$219.6KAdded$52.1K
Schwab Strategic Tr48.5K$1.24M0.5%−$61.6KHeld
Vanguard Specialized Funds5.5K$1.18M0.4%−$25.9KHeld
Netflix IncNFLX11K$1.06M0.4%$26.3KCut−$43.1K
Ishares Tr9.46K$1.04M0.4%$2.31KCut−$18.3K
Applied Matls Inc2.91K$995.6K0.4%New
Mastercard IncMA1.9K$951.5K0.4%−$135.6KCut−$1.24M
Meta Platforms, Inc.META1.58K$906.1K0.3%−$113.5KAdded$54.1K
Mid-Amer Apt Cmntys Inc7.36K$898.4K0.3%−$123.6KCut−$384K
Kla CorpKLAC561$826K0.3%New
Ishares Tr6.47K$804.5K0.3%$26.7KHeld
Corning Inc5.87K$798.6K0.3%$284.3KCut$267.8K
Morgan Stanley Etf Trust9.92K$794.3K0.3%−$41.5KCut−$77.6K
Ishares Tr7.42K$720.8K0.3%$8.16KCut$4.61K
Amgen IncAMGN1.94K$683.6K0.3%$47.7KCut−$47.9K
Abbott LabsABT6.65K$683.2K0.3%−$150.5KCut−$213.2K
Parker-Hannifin CorpPH729$652.7K0.2%$9.49KAdded$142K
Spdr Series Trust6.73K$617K0.2%$1.72KCut−$54.4K
Jpmorgan Chase & Co.1.93K$566.5K0.2%−$54KCut−$60.8K
Texas Ventures Acquisition I50K$519.5K0.2%New
Tesla, Inc.TSLA1.4K$518.6K0.2%−$108.8KHeld
Spdr Index Shs Fds11.1K$508.7K0.2%$13.8KHeld
Bank America Corp10.1K$491.8K0.2%−$60.3KAdded−$39.1K
Bloom Energy CorpBE3.59K$486.4K0.2%New
Select Sector Spdr Tr3.11K$412.8K0.2%−$34.4KHeld
Pfizer IncPFE13K$364.2K0.1%$40.8KAdded$44.8K
Caterpillar IncCAT501$354.9K0.1%$67.9KCut$66.2K
GE Vernova Inc.GEV404$352.7K0.1%$80.9KAdded$111.5K
Alphabet Inc1.19K$339.9K0.1%−$31.9KCut−$79K
Citizens Finl Group Inc5.22K$312.9K0.1%$8.12KCut−$48.1K
Ishares 0-3 Month3.08K$309.9K0.1%$818Cut−$4.13M
Cvs Health CorpCVS4K$287.3K0.1%New
Cisco Sys Inc3.69K$286.1K0.1%New
Ishares Tr1.15K$274.8K0.1%−$11.8KHeld
Eli Lilly & CoLLY297$273.2K0.1%New
Costco Whsl Corp New263$262.1K0.1%$35.3KHeld
Quanta Svcs Inc471$258.6K0.1%New
Ishares Tr2.67K$253.8K0.1%−$722Cut−$6.15K
Schwab Strategic Tr8.48K$246.7K0.1%$5.09KCut$3.18K
Vanguard Scottsdale Fds4.14K$246.5K0.1%−$1.56KAdded−$75
Janus Detroit Str Tr5.45K$246.4K0.1%−$2.78KCut−$8.36K
Comcast Corp New8.5K$244K0.1%New
Mckesson CorpMCK280$242.3K0.1%New
Bank New York Mellon Corp2.03K$240.7K0.1%$5.12KAdded$6.19K
Morgan Stanley Etf Trust3.3K$239.7K0.1%$4.58KCut−$9.82K
Exxon Mobil Corp1.38K$233.5K0.1%New
Medtronic PlcMDT2.64K$228.5K0.1%−$24.8KCut−$1.94M
Teradyne, IncTER767$227.4K0.1%New
Ishares Tr10.8K$226.1K0.1%−$2.38KCut−$24.8K
Blackstone Inc.BX1.88K$216.1K0.1%−$73.6KCut−$83.6K
At&T Inc7.35K$213.1K0.1%New
Goldman Sachs Group Inc251$212.3K0.1%−$8.25KAdded−$7.41K
Jabil IncJBL757$201.1K0.1%New
Ford Mtr Co17K$196.3K0.1%−$26.9KCut−$157.4K
Trump Media & Technology Gro10K$92.8K0.0%−$39.6KHeld
Immunic, Inc.IMUX20.4K$22.6K0.0%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.