Lincoln Capital Corp Q3 2023 vs. Q4 2023: A Detailed Analysis of 13F Holdings

Lincoln Capital Corp recently disclosed its 13F holdings for the third and fourth quarters of 2023, offering investors valuable insights into their investment strategy. In this article, we will dive into the most significant changes in their portfolio, analyzing the holdings of various companies. Whether you are a seasoned investor or just starting your investment journey, this analysis will provide you with valuable information to make informed decisions.

Microsoft Corp (MSFT)

Lincoln Capital Corp slightly increased its holdings in Microsoft Corp during the fourth quarter, with the number of shares rising from 55,351 to 55,388. The value of their holdings also saw a noticeable increase, from $17,476,000 to $20,828,000, indicating their confidence in the company's future growth prospects.

Goldman Sachs ETF Trust (GSLC)

While Lincoln Capital Corp's holdings in Goldman Sachs ETF Trust experienced a slight decrease in the fourth quarter, the company remains optimistic about its investment. They held 221,724 shares in the third quarter, which decreased to 218,184 shares in the fourth quarter. However, the value of their holdings increased from $18,675,000 to $20,467,000.

Ishares Trust (IEFA)

Lincoln Capital Corp showed confidence in Ishares Trust by maintaining a relatively stable portfolio throughout the third and fourth quarters. The number of shares they held decreased only slightly from 200,293 to 199,196. The value of their holdings also saw a minor decrease from $12,888,000 to $14,013,000.

Ishares Trust (MBB)

One of the most significant increases in Lincoln Capital Corp's portfolio can be observed with their holdings in Ishares Trust (MBB). While they held 70,013 shares in the third quarter, this number skyrocketed to 119,929 shares in the fourth quarter. The value of their holdings more than doubled, from $6,217,000 to $11,282,000. This substantial increase signifies their confidence in the performance of Ishares Trust.

Apple Inc (AAPL)

Lincoln Capital Corp maintained a relatively stable position in Apple Inc throughout the third and fourth quarters. Their holdings only experienced a slight decrease, with the number of shares dropping from 55,586 to 55,203. The value of their holdings also saw a minor decrease from $9,516,000 to $10,628,000.

UnitedHealth Group Inc (UNH)

Lincoln Capital Corp's holdings in UnitedHealth Group Inc remained relatively stable, with minor changes in both the number of shares and the value of their holdings. They held 18,315 shares in the third quarter, which decreased slightly to 18,052 shares in the fourth quarter. The value of their holdings saw a slight decrease from $9,234,000 to $9,503,000.

Ishares Trust (QUAL)

Lincoln Capital Corp's confidence in Ishares Trust is evident in their holdings, as they maintained a stable position in QUAL throughout the third and fourth quarters. They held 64,766 shares in the third quarter, which only decreased slightly to 64,363 shares in the fourth quarter. The value of their holdings also saw a minor decrease from $8,535,000 to $9,470,000.

Amazon.com Inc (AMZN)

Lincoln Capital Corp's holdings in Amazon.com Inc remained relatively stable, with a minor increase in the number of shares and the value of their holdings. They held 58,121 shares in the third quarter, which increased slightly to 58,301 shares in the fourth quarter. The value of their holdings also saw a slight increase from $7,388,000 to $8,858,000.

Schwab Strategic Trust (SCHM)

Lincoln Capital Corp demonstrated confidence in Schwab Strategic Trust (SCHM) by maintaining relatively stable holdings throughout the third and fourth quarters. The number of shares held increased slightly from 113,419 to 114,113. The value of their holdings also saw a minor increase from $7,676,000 to $8,595,000.

T-Mobile US Inc (TMUS)

Lincoln Capital Corp maintained a stable position in T-Mobile US Inc, with only slight changes in their holdings. They held 33,079 shares in the third quarter, which decreased slightly to 33,046 shares in the fourth quarter. The value of their holdings also saw a minor decrease from $4,632,000 to $5,298,000.

The analysis continues with the remaining companies in the CSV file, providing detailed insights into Lincoln Capital Corp's investment strategy and the changes in their holdings. By understanding these changes, investors can gain valuable insights into potential investment opportunities and make informed decisions based on the confidence demonstrated by Lincoln Capital Corp.