Lincoln Capital Corp Q1 2023 vs. Q2 2023 13F Holdings Comparison

Lincoln Capital Corp is a well-known investment firm that manages various funds and portfolios. In the first quarter of 2023, they made several changes to their holdings compared to the second quarter of the same year. Let's take a closer look at some of these changes and their potential implications.

GOLDMAN SACHS ETF TR (GSLC)

In the first quarter of 2023, Lincoln Capital Corp held 263,692 shares of Goldman Sachs ETF TR (GSLC). However, in the second quarter, they reduced their holdings to 237,635 shares, representing a 3.1% decrease. The value of their holdings also decreased from $21,417,000 to $20,745,000. This reduction may indicate a potential shift in their investment strategy or a change in market dynamics.

MICROSOFT CORP (MSFT)

During the first and second quarters of 2023, Lincoln Capital Corp maintained relatively stable holdings in Microsoft Corp (MSFT). They held 56,001 shares in Q1 and slightly reduced it to 55,665 shares in Q2. The value of their holdings increased from $16,145,000 to $18,956,000, indicating a 17.4% growth. Microsoft is a technology giant that has shown consistent growth in recent years, making it a favorable investment choice for many funds.

ISHARES TR (IEFA)

Lincoln Capital Corp significantly increased its holdings in iShares TR (IEFA) during the first and second quarters of 2023. They held 162,608 shares in Q1, and it jumped to 201,091 shares in Q2, representing a notable 24.9% increase. The value of their holdings also increased from $10,870,000 to $13,573,000. This suggests their confidence in the performance and growth potential of this particular ETF.

APPLE INC (AAPL)

Lincoln Capital Corp maintained almost identical holdings in Apple Inc (AAPL) during Q1 and Q2 of 2023. They held 55,361 shares in both quarters, with the value of their holdings increasing from $9,129,000 to $10,728,000, representing a 17.5% growth. Apple is a well-established company known for its innovative products, making it a popular choice for many investors.

UNITEDHEALTH GROUP INC (UNH)

In Q1 and Q2 of 2023, Lincoln Capital Corp held 19,565 shares of UnitedHealth Group Inc (UNH) and 19,275 shares, respectively. The value of their holdings remained relatively stable at $9,246,000 and $9,264,000. This stability in their holdings indicates their confidence in the company's performance in the healthcare sector.

These are just a few examples of the changes in Lincoln Capital Corp's holdings during Q1 and Q2 of 2023. It's important to note that this information gives us a glimpse into their investment decisions but does not provide the complete picture. Investments are subject to market fluctuations, and firms like Lincoln Capital Corp frequently monitor and adjust their portfolios based on various factors.