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Home > Institutional Investor > Lincoln Capital Corp > Profile

Instuitional Investor - Lincoln Capital Corp

Fund Profile
Filing Period:
Fund Name: Lincoln Capital Corp
Portfolio Value $240,155,402
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 49,522 $18,590,141 7.74%
2.
Ishares Tr - CORE MSCI EAFE
 206,178 $15,597,374 6.49%
3.
Goldman Sachs Etf Tr
 119,577 $13,163,015 5.48%
4.
Apple Inc.
 AAPL 59,194 $13,148,679 5.48%
5.
Ishares Trust
 IEF 102,291 $9,755,481 4.06%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)