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| Happy Holidays!! thanks for using AUM13F!! |
| Lincoln Capital LLC
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| CRD # | 168307 |
| SEC # | 801-78526 |
| CIK # | 0001633862, 0000872359 |
| AUM | $742.9 M (2025-03-18) |
| Employees | 9 (44% Investors, 22% Brokers) |
| Phone | 402-483-1400 |
| Address | 6003 Old Cheney Rd Lincoln, NE 68516 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001633862 0000872359 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 24.5 | ||
| Apple Inc | 11.3 | ||
| Amazon Com Inc | 9.9 | ||
| Amerisourcebergen Corp | 6.8 | ||
| Metropcs Communications Inc | 5.9 | ||
| Schwab Charles Corp | 5.7 | ||
| Broadcom Inc | 5.1 | ||
| Alphabet Inc | 4.9 | ||
| Rocket Companies Inc | 3.8 | ||
| General Electric Co | 3.8 | ||
| DTE Energy Co | 2.9 | ||
| Mid America Apartment Communities Inc | 2.9 | ||
| Wal Mart Stores Inc | 2.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 318 | 77.1 |
| (b) Individuals (high net worth individuals) | 232 | 549.4 |
| (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 | 2 | 2.1 |
| (h) Charitable organizations | 6 | 3.0 |
| (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 | 35 | 111.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,176 | 742.9 |
| By Discretionary | ||
| Discretionary | 1,028 | 594.5 |
| Non-Discretionary | 148 | 148.4 |
| Total | 1,176 | 742.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 742.9 | |
| Total | 1,176 | 742.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000872359] | |
| 13F-HR | [0001633862] |
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