Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | $75,701 | ||
BRK.B | 97,040 | -696 | $40,807 |
BRK.A | 55 | UNCH | $34,894 |
MASTERCARD INCORPORATED | 64,882 | -121 | $31,245 |
MA | 64,882 | -121 | $31,245 |
MARKEL GROUP INC | 18,180 | +155 | $27,661 |
MKL | 18,180 | +155 | $27,661 |
COSTCO WHSL CORP NEW | 37,324 | -28 | $27,345 |
COST | 37,324 | -28 | $27,345 |
ALPHABET INC | 171,300 | -609 | $25,854 |
GOOGL | 171,300 | -609 | $25,854 |
DANAHER CORPORATION | 78,766 | -181 | $19,669 |
DHR | 78,766 | -181 | $19,669 |
MICROSOFT CORP | 41,785 | -133 | $17,580 |
MSFT | 41,785 | -133 | $17,580 |
STARBUCKS CORP | 178,632 | -839 | $16,325 |
SBUX | 178,632 | -839 | $16,325 |
AMAZON COM INC | 85,750 | -282 | $15,468 |
AMZN | 85,750 | -282 | $15,468 |
DISNEY WALT CO | 98,801 | -694 | $12,089 |
DIS | 98,801 | -694 | $12,089 |
APPLE INC | 58,025 | -342 | $9,950 |
AAPL | 58,025 | -342 | $9,950 |
MCDONALDS CORP | 34,423 | -86 | $9,706 |
MCD | 34,423 | -86 | $9,706 |
DIAGEO PLC | 63,013 | -1,480 | $9,373 |
DEO | 63,013 | -1,480 | $9,373 |
ROPER TECHNOLOGIES INC | 14,551 | -118 | $8,161 |
ROP | 14,551 | -118 | $8,161 |
OTIS WORLDWIDE CORP | 77,515 | -211 | $7,695 |
OTIS | 77,515 | -211 | $7,695 |
MARRIOTT INTL INC NEW | 27,689 | -197 | $6,986 |
MAR | 27,689 | -197 | $6,986 |
LINDE PLC | 14,597 | -51 | $6,778 |
LIN | 14,597 | -51 | $6,778 |
CARRIER GLOBAL CORPORATION | 116,558 | +1,511 | $6,776 |
CARR | 116,558 | +1,511 | $6,776 |
JPMORGAN CHASE & CO | 31,475 | -213 | $6,304 |
JPM | 31,475 | -213 | $6,304 |
UNION PAC CORP | 22,569 | -75 | $5,550 |
UNP | 22,569 | -75 | $5,550 |
COCA COLA CO | 84,711 | -492 | $5,183 |
KO | 84,711 | -492 | $5,183 |
MOODYS CORP | 12,233 | -76 | $4,808 |
MCO | 12,233 | -76 | $4,808 |
SCHWAB CHARLES CORP | 65,887 | -793 | $4,766 |
SCHW | 65,887 | -793 | $4,766 |
JOHNSON & JOHNSON | 26,665 | -497 | $4,218 |
JNJ | 26,665 | -497 | $4,218 |
HAGERTY INC | $4,097 | ||
HGTY | 420,545 | +91,782 | $3,848 |
HGTY.WT | 127,820 | +127,820 | $249 |
BECTON DICKINSON & CO | 15,816 | -345 | $3,914 |
BDX | 15,816 | -345 | $3,914 |
BANK NEW YORK MELLON CORP | 65,076 | -777 | $3,750 |
BK | 65,076 | -777 | $3,750 |
AMERICAN EXPRESS CO | 15,733 | UNCH | $3,582 |
AXP | 15,733 | UNCH | $3,582 |
TRAVELERS COMPANIES INC | 14,941 | -139 | $3,439 |
TRV | 14,941 | -139 | $3,439 |
PEPSICO INC | 17,145 | +32 | $3,001 |
PEP | 17,145 | +32 | $3,001 |
COPART INC | 47,989 | -485 | $2,780 |
CPRT | 47,989 | -485 | $2,780 |
BLACKROCK INC | 2,867 | -9 | $2,390 |
BLK | 2,867 | -9 | $2,390 |
ISHARES TR (IVV) | 4,443 | -202 | $2,336 |
IVV | 4,443 | -202 | $2,336 |
VERALTO CORP | 25,573 | -149 | $2,267 |
VLTO | 25,573 | -149 | $2,267 |
FASTENAL CO | 28,983 | -10 | $2,236 |
FAST | 28,983 | -10 | $2,236 |
ALPHABET INC | 13,149 | -2 | $2,002 |
GOOG | 13,149 | -2 | $2,002 |
DEERE & CO | 4,830 | -248 | $1,984 |
DE | 4,830 | -248 | $1,984 |
ECOLAB INC | 8,371 | -34 | $1,933 |
ECL | 8,371 | -34 | $1,933 |
CHUBB LIMITED | 7,153 | +8 | $1,854 |
CB | 7,153 | +8 | $1,854 |
ISHARES TR (IEFA) | 20,668 | -829 | $1,534 |
IEFA | 20,668 | -829 | $1,534 |
HOME DEPOT INC | 3,771 | -3 | $1,446 |
HD | 3,771 | -3 | $1,446 |
AMPHENOL CORP NEW | 12,055 | -186 | $1,391 |
APH | 12,055 | -186 | $1,391 |
ISHARES TR (IJH) | 21,358 | +16,968 | $1,297 |
IJH | 21,358 | +16,968 | $1,297 |
WALMART INC | 20,598 | +13,732 | $1,239 |
WMT | 20,598 | +13,732 | $1,239 |
CINCINNATI FINL CORP | 9,806 | UNCH | $1,218 |
CINF | 9,806 | UNCH | $1,218 |
ESAB CORPORATION | 10,726 | +7 | $1,186 |
ESAB | 10,726 | +7 | $1,186 |
ISHARES TR (IJR) | 10,216 | -229 | $1,129 |
IJR | 10,216 | -229 | $1,129 |
UNITED PARCEL SERVICE INC | 7,233 | UNCH | $1,075 |
UPS | 7,233 | UNCH | $1,075 |
ACCENTURE PLC IRELAND | 3,080 | UNCH | $1,068 |
ACN | 3,080 | UNCH | $1,068 |
NIKE INC | 11,311 | UNCH | $1,063 |
NKE | 11,311 | UNCH | $1,063 |
See Full List: All Stocks Held By Lincoln Capital LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Lincoln Capital LLC
Size ($ in 1000's)
At 03/31/2024: $449,408 At 12/31/2023: $410,285 Lincoln Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lincoln Capital LLC 13F filings. Link to 13F filings: SEC filings |