Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LINCOLN CAPITAL LLC | 01-10-2024 | 12-31-2023 | 109 | 410,287,403 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $34,861,814 | 97,736 | 0.01 | 8.30 | -2,131 | -2.13 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 2 | $29,844,377 | 55 | 0.01 | 6.96 | 0 | 0.00 | 12-31-2023 |
| MASTERCARD INCORPORATED | CL A | 3 | $27,723,441 | 65,003 | 0.01 | 5.98 | -2,598 | -3.84 | 12-31-2023 |
| MARKEL GROUP INC | COM | 4 | $25,572,692 | 18,025 | 0.01 | 6.05 | 104 | 0.58 | 12-31-2023 |
