Portfolio (Quarterly) Guide ↗

Lincoln Capital LLC

· CIK 0001633862

13F Portfolio $552M AUM 131 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 9 New 24 Added 46 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UL	UNILEVER PLC	Consumer Defensive	5,542	$327K	0.06%	SOLD
2	SYY	SYSCO CORP	Consumer Defensive	3,104	$255K	0.05%	SOLD

Sector Allocation

Financial Services 31.4%

Communication Services 14.4%

Consumer Cyclical 12.3%

Industrials 10.4%

Consumer Defensive 10.1%

Technology 9.9%

Healthcare 7.2%

Basic Materials 2.2%

Energy 1.6%

Real Estate 0.4%