Lincoln Capital LLC
Sector Allocation
- Financials39.0%$222.1M
- Technology19.1%$108.9M
- Consumer Discretionary10.0%$57.0M
- Consumer Staples7.9%$44.9M
- Industrials6.3%$36.2M
- Healthcare6.0%$34.3M
- Other5.8%$33.1M
- Communication Services2.7%$15.4M
- Materials1.8%$10.0M
- Energy1.1%$6.4M
AUM History
13fpro.ai/research/fund/lincoln-capital-llc-1633862
Conviction and streaks
Stable · top 10 = 55.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
GOOGL
$52.9MBRK.B
$49.9MBRK.A
$41.1MMA
$32.3MCOST
$31.0MMKL
$30.6MDHR
$21.9MMSFT
$21.3MAMZN
$19.1MAAPL
$18.7MHGTY
$18.2MSBUX
$13.9MMAR
$9.2MJPM
$9.1MBNY
$8.7MCARR
$8.4MFWONA
$8.2MDIS
$7.3MMCD
$7.0MKO
$6.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lincoln-capital-llc-1633862
Lincoln Capital LLC 13F holdings — Q3 2026
$570.3M portfolio (+1.5% QoQ) · 138 holdings · Q3 2026 13F · top 10 are 56% of the stock portfolio
$52.9M
9.3% of stocks
+2%This quarter-9.7%Since filed11+ qtrsHeld$49.9M
8.7% of stocks
-0.3%This quarter—Since filed11+ qtrsHeld$41.1M
7.2% of stocks
No changeThis quarter—Since filed11+ qtrsHeld$32.3M
5.7% of stocks
-0.4%This quarter+4.1%Since filed11+ qtrsHeld$31.0M
5.4% of stocks
-0.7%This quarter+6.2%Since filed11+ qtrsHeld$30.6M
5.4% of stocks
-0.3%This quarter+6.4%Since filed11+ qtrsHeld$21.9M
3.8% of stocks
+8%This quarter+6.0%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$21.3M
3.7% of stocks
-0.2%This quarter-0.5%Since filed11+ qtrsHeld$19.1M
3.4% of stocks
-0.2%This quarter-5.1%Since filed11+ qtrsHeld$18.7M
3.3% of stocks
+0.2%This quarter+2.2%Since filed11+ qtrsHeld
All holdings — Lincoln Capital LLC (Q3 2026)
138 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Hagerty, Inc. | Financials | $18.2M | 3.2% | 1.35M | +39% | 11+ qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | STARBUCKS CORP | Consumer Discretionary | $13.9M | 2.4% | 147K | -3% | 11+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $9.2M | 1.6% | 26K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | JPMORGAN CHASE & CO | Financials | $9.1M | 1.6% | 27K | -0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Bank of New York Mellon Corp | Financials | $8.7M | 1.5% | 60K | +0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CARRIER GLOBAL Corp | Industrials | $8.4M | 1.5% | 153K | +5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Liberty Media Corp | Communication Services | $8.2M | 1.4% | 88K | +4% | 9 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Walt Disney Co | Communication Services | $7.3M | 1.3% | 69K | -4% | 11+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MCDONALDS CORP | Consumer Discretionary | $7.0M | 1.2% | 30K | -0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | COCA COLA CO | Consumer Staples | $6.4M | 1.1% | 74K | -2% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | LINDE PLC | Materials | $6.3M | 1.1% | 13K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | JOHNSON & JOHNSON | Healthcare | $5.8M | 1.0% | 22K | -3% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | SCHWAB CHARLES CORP | Financials | $5.6M | 1.0% | 57K | -0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AMERICAN EXPRESS CO | Financials | $5.5M | 1.0% | 18K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | UNION PACIFIC CORP | Industrials | $5.1M | 0.9% | 19K | -2% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CPRT | COPART INC | Consumer Discretionary | $4.9M | 0.9% | 179K | +20% | |||
| 27 | $MCO | MOODYS CORP /DE/ | Financials | $4.8M | 0.8% | 11K | -2% | |||
| 28 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $4.6M | 0.8% | 49K | -1% | |||
| 29 | $GOOG | Alphabet Inc. | Technology | $4.2M | 0.7% | 12K | -0.8% | |||
| 30 | $OTIS | Otis Worldwide Corp | Industrials | $4.1M | 0.7% | 63K | -3% | |||
| 31 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $4.0M | 0.7% | 11K | -0.2% | |||
| 32 | — | ISHARES TR - CORE S&P500 ETF | — | $3.8M | 0.7% | 4,898 | +2% | |||
| 33 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $3.7M | 0.7% | 79K | +9% | |||
| 34 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $3.5M | 0.6% | 63K | -0.1% | |||
| 35 | $FAST | FASTENAL CO | Industrials | $3.5M | 0.6% | 70K | — | |||
| 36 | $DE | DEERE & CO | Industrials | $3.0M | 0.5% | 4,449 | +0.2% | |||
| 37 | $CB | Chubb Ltd | Financials | $2.9M | 0.5% | 8,791 | +0.3% | |||
| 38 | $APH | AMPHENOL CORP /DE/ | Technology | $2.5M | 0.4% | 30K | +100% | |||
| 39 | $WMT | Walmart Inc. | Consumer Staples | $2.4M | 0.4% | 23K | -0.3% | |||
| 40 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.3M | 0.4% | 4,456 | — | |||
| 41 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | — | $2.2M | 0.4% | 49K | +14% | |||
| 42 | $BLK | BlackRock, Inc. | Financials | $2.1M | 0.4% | 2,023 | — | |||
| 43 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $2.1M | 0.4% | 23K | +1% | |||
| 44 | $VLTO | Veralto Corp | Technology | $2.0M | 0.3% | 21K | -2% | |||
| 45 | $CAT | CATERPILLAR INC | Industrials | $1.9M | 0.3% | 2,355 | — | |||
| 46 | $BDX | BECTON DICKINSON & CO | Healthcare | $1.9M | 0.3% | 11K | -6% | |||
| 47 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | — | $1.8M | 0.3% | 46K | +34% | |||
| 48 | $ECL | ECOLAB INC. | Materials | $1.8M | 0.3% | 6,545 | -0.1% | |||
| 49 | $PEP | PEPSICO INC | Consumer Staples | $1.7M | 0.3% | 14K | -8% | |||
| 50 | — | ISHARES TR - CORE MSCI EAFE | — | $1.7M | 0.3% | 17K | — | |||
| 51 | $GLW | CORNING INC /NY | Materials | $1.6M | 0.3% | 10K | — | |||
| 52 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $1.6M | 0.3% | 3,016 | +0.9% | |||
| 53 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $1.6M | 0.3% | 9,813 | — | |||
| 54 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.5M | 0.3% | 20K | -0.0% | |||
| 55 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $1.4M | 0.3% | 29K | +20% | |||
| 56 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETF | — | $1.4M | 0.3% | 38K | +11% | |||
| 57 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.4M | 0.3% | 10K | -0.2% | |||
| 58 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $1.4M | 0.2% | 4,876 | +2% | |||
| 59 | $LPX | LOUISIANA-PACIFIC CORP | Industrials | $1.3M | 0.2% | 19K | -11% | |||
| 60 | $NVDA | NVIDIA CORP | Technology | $1.2M | 0.2% | 5,447 | -0.4% | |||
| 61 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.2M | 0.2% | 7,135 | -0.3% | |||
| 62 | $PSX | Phillips 66 | Energy | $1.1M | 0.2% | 4,310 | — | |||
| 63 | $MSCI | MSCI Inc. | Financials | $1.1M | 0.2% | 2,028 | +0.3% | |||
| 64 | — | CAPITAL GROUP CORE BALANCED - SHS | — | $1.1M | 0.2% | 30K | +134% | |||
| 65 | — | ISHARES TR - MSCI USA MIN ETF | — | $1.1M | 0.2% | 11K | -0.1% | |||
| 66 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | — | $1.0M | 0.2% | 30K | +6% | |||
| 67 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $913K | 0.2% | 6,260 | -0.9% | |||
| 68 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $899K | 0.2% | 4,160 | +1% | |||
| 69 | $BAM | Brookfield Asset Management Ltd. | Financials | $886K | 0.2% | 20K | +0.1% | |||
| 70 | $TSLA | Tesla, Inc. | Consumer Discretionary | $883K | 0.1% | 2,489 | -5% | |||
| 71 | $MTD | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $851K | 0.1% | 560 | — | |||
| 72 | $SPY | SPDR S&P 500 ETF TRUST | — | $848K | 0.1% | 1,111 | -2% | |||
| 73 | $ESAB | ESAB Corp | Industrials | $833K | 0.1% | 13K | — | |||
| 74 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $810K | 0.1% | 2,842 | -0.4% | |||
| 75 | $DOV | DOVER Corp | Industrials | $791K | 0.1% | 5,010 | +1% | |||
| 76 | $WCN | Waste Connections, Inc. | Utilities | $782K | 0.1% | 5,062 | — | |||
| 77 | $SPGI | S&P Global Inc. | Financials | $782K | 0.1% | 1,984 | -0.3% | |||
| 78 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $753K | 0.1% | 13K | -0.1% | |||
| 79 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $735K | 0.1% | 10K | -0.1% | |||
| 80 | $V | VISA INC. | Financials | $715K | 0.1% | 1,988 | — | |||
| 81 | $META | Meta Platforms, Inc. | Technology | $699K | 0.1% | 961 | +0.4% | |||
| 82 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $671K | 0.1% | 18K | +0.6% | |||
| 83 | $WAT | WATERS CORP /DE/ | Healthcare | $646K | 0.1% | 1,467 | -3% | |||
| 84 | $HSIC | HENRY SCHEIN INC | Healthcare | $614K | 0.1% | 7,300 | — | |||
| 85 | — | ISHARES TR - CORE DIV GRWTH | — | $590K | 0.1% | 7,819 | — | |||
| 86 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $568K | 0.1% | 7,096 | +0.0% | |||
| 87 | — | CAPITAL GROUP INTERNATIONAL - SHS | — | $568K | 0.1% | 15K | +7% | |||
| 88 | $INTC | INTEL CORP | Technology | $548K | 0.1% | 4,560 | +5% | |||
| 89 | $DEO | DIAGEO PLC | Consumer Staples | $546K | 0.1% | 6,383 | -11% | |||
| 90 | $RTX | RTX Corp | Industrials | $515K | 0.1% | 2,770 | +3% | |||
| 91 | $ETN | Eaton Corp plc | Industrials | $505K | 0.1% | 1,175 | — | |||
| 92 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $493K | 0.1% | 3,266 | New | |||
| 93 | $SYK | STRYKER CORP | Healthcare | $492K | 0.1% | 1,780 | — | |||
| 94 | — | CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF | — | $478K | 0.1% | 15K | +51% | |||
| 95 | $XYL | Xylem Inc. | Industrials | $455K | 0.1% | 4,488 | — | |||
| 96 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $453K | 0.1% | 5,287 | -8% | |||
| 97 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $444K | 0.1% | 2,700 | -0.9% | |||
| 98 | $BKE | BUCKLE INC | Consumer Discretionary | $442K | 0.1% | 10K | — | |||
| 99 | $CSCO | CISCO SYSTEMS, INC. | Technology | $412K | 0.1% | 3,834 | -0.7% | |||
| 100 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $407K | 0.1% | 581 | -4% | |||
| 101 | $ACN | Accenture plc | Technology | $406K | 0.1% | 2,215 | -0.0% | |||
| 102 | $HSY | HERSHEY CO | Consumer Staples | $400K | 0.1% | 2,525 | +0.7% | |||
| 103 | $CSGP | COSTAR GROUP, INC. | Industrials | $388K | 0.1% | 14K | -0.3% | |||
| 104 | $WRB | BERKLEY W R CORP | Financials | $387K | 0.1% | 5,692 | — | |||
| 105 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $383K | 0.1% | 7,034 | — | |||
| 106 | $NKE | NIKE, Inc. | Consumer Discretionary | $374K | 0.1% | 11K | -2% | |||
| 107 | $ROP | ROPER TECHNOLOGIES INC | Technology | $367K | 0.1% | 1,050 | -0.1% | |||
| 108 | $CVX | CHEVRON CORP | Energy | $361K | 0.1% | 1,768 | -14% | |||
| 109 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | — | $358K | 0.1% | 9,805 | New | |||
| 110 | — | ISHARES TR - RUSSELL 2000 ETF | — | $346K | 0.1% | 1,246 | — | |||
| 111 | $USB | US BANCORP DE | Financials | $334K | 0.1% | 5,786 | +1% | |||
| 112 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $324K | 0.1% | 3,686 | — | |||
| 113 | $PM | Philip Morris International Inc. | Consumer Staples | $316K | 0.1% | 1,646 | — | |||
| 114 | $NUE | NUCOR CORP | Materials | $315K | 0.1% | 1,347 | — | |||
| 115 | $BWXT | BWX Technologies, Inc. | Industrials | $302K | 0.1% | 2,201 | +33% | |||
| 116 | $VMI | VALMONT INDUSTRIES INC | Industrials | $278K | 0.1% | 600 | — | |||
| 117 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $276K | 0.1% | 372 | -0.3% | |||
| 118 | — | CAPITAL GROUP GLOBAL EQUITY - SHS | — | $274K | 0.1% | 7,881 | +13% | |||
| 119 | $UL | UNILEVER PLC | Consumer Staples | $272K | 0.1% | 4,484 | -7% | |||
| 120 | $PFE | PFIZER INC | Healthcare | $272K | 0.1% | 9,536 | -3% | |||
| 121 | $COP | CONOCOPHILLIPS | Energy | $271K | 0.1% | 2,168 | — | |||
| 122 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $269K | 0.1% | 3,000 | — | |||
| 123 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $269K | 0.1% | 1,222 | -0.6% | |||
| 124 | $ABBV | AbbVie Inc. | Healthcare | $266K | 0.1% | 1,015 | -3% | |||
| 125 | $JBS | JBS N.V. | Consumer Staples | $263K | 0.1% | 23K | New | |||
| 126 | $ORCL | ORACLE CORP | Technology | $263K | 0.1% | 1,913 | -11% | |||
| 127 | $TROW | PRICE T ROWE GROUP INC | Financials | $251K | 0.0% | 2,406 | — | |||
| 128 | $TFC | TRUIST FINANCIAL CORP | Financials | $241K | 0.0% | 5,196 | — | |||
| 129 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $234K | 0.0% | 1,000 | — | |||
| 130 | — | ISHARES TR - CORE S&P TTL STK | — | $229K | 0.0% | 1,378 | -0.6% | |||
| 131 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $228K | 0.0% | 375 | +2% | |||
| 132 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $228K | 0.0% | 2,207 | — | |||
| 133 | $TGT | TARGET CORP | Consumer Staples | $227K | 0.0% | 1,447 | New | |||
| 134 | $QCOM | QUALCOMM INC/DE | Technology | $217K | 0.0% | 1,180 | +3% | |||
| 135 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $207K | 0.0% | 1,845 | New | |||
| 136 | $LMT | LOCKHEED MARTIN CORP | Industrials | $205K | 0.0% | 402 | New | |||
| 137 | $UAMY | UNITED STATES ANTIMONY CORP | Materials | $60K | 0.0% | 14K | — | |||
| 138 | $GLDG | GoldMining Inc. | Materials | $10K | 0.0% | 11K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 39 added to, 59 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$493Kfirst bought this quarter
- CAPITAL GROUP NEW GEOGRAPHY - SHS$358K
first bought this quarter
$JBSJBS N.V.$263K
first bought this quarter
$TGTTARGET CORP$227K
first bought this quarter
$PFGPRINCIPAL FINANCIAL GROUP INC$207K
first bought this quarter
$LMTLOCKHEED MARTIN CORP$205K
first bought this quarter
Added to (39)
now $18.2M · held 11+ qtrs, 9 adds in a row
now $21.9M · held 11+ qtrs, 2 adds in a row
$APHAMPHENOL CORP /DE/+100%
now $2.5M · held 11+ qtrs
now $52.9M · held 11+ qtrs
$CPRTCOPART INC+20%
now $4.9M · held 11+ qtrs
- CAPITAL GROUP CORE BALANCED - SHS+134%
now $1.1M
+33 more in the Excel export
Trimmed (59)
now $13.9M · held 11+ qtrs, 5 trims in a row
now $7.3M · held 11+ qtrs, 5 trims in a row
now $31.0M · held 11+ qtrs
$JNJJOHNSON & JOHNSON-3%
now $5.8M · held 11+ qtrs, 2 trims in a row
now $6.4M · held 11+ qtrs, 2 trims in a row
$PEPPEPSICO INC-8%
now $1.7M · held 11+ qtrs, 2 trims in a row
+53 more in the Excel export
Holdings by quarter
Every 13F Lincoln Capital LLC has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow Lincoln Capital?
Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Lincoln Capital's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+0.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 6% over the last 4
Top 10 weight
56%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Lincoln Capital LLC disclosed 138 positions worth $570.3M in its Form 13F-HR for Q3 2026, led by $GOOGL (Alphabet Inc.) at 9.3% of the equity portfolio, followed by $BRK.B and $BRK.A. During the quarter the fund opened 6 new positions and exited 5 — including a new stake in $SPCX. The portfolio is most concentrated in Financials (39.0% of disclosed assets). All figures are sourced directly from Lincoln Capital LLC’s Form 13F-HR filing with the SEC under CIK 1633862.
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AI-Powered Hedge Fund Analysis: Lincoln Capital LLC
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Every holding in Lincoln Capital LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.