LINCOLN CAPITAL CORP
RIA/Wealth
LINCOLN CAPITAL CORP is a RIA/Wealth based in East Greenwich, RI led by Alexander Reed Albert, reporting $377.5M in AUM as of Q3 2025 with 53% ETF concentration.
CCOAlexander Reed Albert
- Portfolio Value
- $278.1M
- Positions
- 90
- Top Holding
- MSFT at 9.2%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LINCOLN CAPITAL CORP's portfolio (47.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $25.6M | 9.20% | +$30.0K Bought | 0.00% 49.4K shares | |
ETF ETF | $18.2M | 6.54% | -$213.7K Sold | — 208.4K shares | |
ETF ETF | $16.7M | 6.01% | -$288.3K Sold | — 128.2K shares | |
Consumer Electronics Technology | $14.0M | 5.04% | -$48.6K Sold | 0.00% 55.1K shares | |
ETF ETF | $11.9M | 4.29% | +$3.1M Bought | — 152.2K shares | |
ETF ETF | $10.3M | 3.70% | +$281.7K Bought | — 106.7K shares | |
ETF ETF | $10.0M | 3.59% | -$4.6K Sold | — 336.9K shares | |
Specialty Retail Consumer Cyclical | $9.9M | 3.57% | -$20.6K Sold | 0.00% 45.2K shares | |
ETF ETF | $8.2M | 2.97% | +$232.8K Bought | — 162.4K shares | |
Medical - Distribution Healthcare | $7.0M | 2.52% | -$89.1K Sold | — 22.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LINCOLN CAPITAL CORP's latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for LINCOLN CAPITAL CORP
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