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| Happy Holidays!! thanks for using AUM13F!! |
| Lincoln Capital Corporation
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| CRD # | 109922 |
| SEC # | 801-38517 |
| CIK # | 0001633862, 0000872359 |
| AUM | $377.5 M (2025-06-18) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 401-454-3040 |
| Address | 620 Main Street East Greenwich, RI 02818 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 24.5 | ||
| Apple Inc | 11.3 | ||
| Amazon Com Inc | 9.9 | ||
| Amerisourcebergen Corp | 6.8 | ||
| Metropcs Communications Inc | 5.9 | ||
| Schwab Charles Corp | 5.7 | ||
| Broadcom Inc | 5.1 | ||
| Alphabet Inc | 4.9 | ||
| Rocket Companies Inc | 3.8 | ||
| General Electric Co | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 74.9 |
| (b) Individuals (high net worth individuals) | 105 | 287.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 8.5 |
| (h) Charitable organizations | 4 | 6.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 859 | 377.5 |
| By Discretionary | ||
| Discretionary | 851 | 367.6 |
| Non-Discretionary | 8 | 9.9 |
| Total | 859 | 377.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 377.5 | |
| Total | 859 | 377.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000872359] | |
| 13F-HR | [0001633862] |
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|---|---|---|
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NY | 0.4 |
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MI | 0.4 |
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LPWM LLC
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TX | 0.4 |
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J Stern & Co LLC
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NY | 0.4 |