LANE BROTHERS & CO INC
13F Reported Value
ⓘ$137.2M
Holdings
83
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LANE BROTHERS & CO INC disclosed 83 positions worth $137.2M in its Form 13F-HR for Q1 2026. The portfolio is most concentrated in Other (87.3% of disclosed assets). All figures are sourced directly from LANE BROTHERS & CO INC’s Form 13F-HR filing with the SEC under CIK 1177416.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
J P MORGAN EXCHANGE TRADED F
—Quality
$17.8M351,003 shVANECK ETF TRUST
—Quality
$15.8M621,858 shAMERICAN CENTY ETF TR
—Quality
$7.7M90,574 shVANGUARD TAX-MANAGED FDS
—Quality
$7.2M111,845 shAMERICAN CENTY ETF TR
—Quality
$6.9M66,111 shINVESCO ACTIVELY MANAGED EXC
—Quality
$6.5M130,067 shISHARES TR
—Quality
$6.3M9,587 shAMERICAN CENTY ETF TR
—Quality
$4.6M41,715 shISHARES TR
—Quality
$3.9M68,326 shGLOBAL X FDS
—Quality
$3.5M69,248 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | — | $17.8M | 351,003 |
| VANECK ETF TRUST | — | $15.8M | 621,858 |
| AMERICAN CENTY ETF TR | — | $7.7M | 90,574 |
| VANGUARD TAX-MANAGED FDS | — | $7.2M | 111,845 |
| AMERICAN CENTY ETF TR | — | $6.9M | 66,111 |
| INVESCO ACTIVELY MANAGED EXC | — | $6.5M | 130,067 |
| ISHARES TR | — | $6.3M | 9,587 |
| AMERICAN CENTY ETF TR | — | $4.6M | 41,715 |
| ISHARES TR | — | $3.9M | 68,326 |
| GLOBAL X FDS | — | $3.5M | 69,248 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LANE BROTHERS & CO INC's 83 positions.
Showing top 10 of 83 holdings.
Sector Allocation
Other
$119.7M
Technology
$9.3M
Consumer Discretionary
$1.8M
Energy
$1.6M
Materials
$1.1M
Financials
$973,863
Industrials
$877,754
Healthcare
$849,223
Full Holdings — LANE BROTHERS & CO INC (Q1 2026)
All 83 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | J P MORGAN EXCHANGE TRADED F | $17.8M | 12.9% | +6% | — |
| 2 | — | VANECK ETF TRUST | $15.8M | 11.6% | +6% | — |
| 3 | — | AMERICAN CENTY ETF TR | $7.7M | 5.6% | -3% | — |
| 4 | — | VANGUARD TAX-MANAGED FDS | $7.2M | 5.2% | -2% | — |
| 5 | — | AMERICAN CENTY ETF TR | $6.9M | 5.1% | -15% | — |
| 6 | — | INVESCO ACTIVELY MANAGED EXC | $6.5M | 4.7% | +10% | — |
| 7 | — | ISHARES TR | $6.3M | 4.6% | -8% | — |
| 8 | — | AMERICAN CENTY ETF TR | $4.6M | 3.4% | -10% | — |
| 9 | — | ISHARES TR | $3.9M | 2.9% | -3% | — |
| 10 | — | GLOBAL X FDS | $3.5M | 2.6% | -7% | — |
| 11 |  $NVDA | NVIDIA CORP | $3.3M | 2.4% | -1% | 90.2 |
| 12 | — | FIRST TR EXCHANGE TRADED FD | $3.0M | 2.2% | -14% | — |
| 13 | — | SPDR SERIES TRUST | $2.6M | 1.9% | -12% | — |
| 14 | — | SELECT SECTOR SPDR TR | $2.4M | 1.7% | +13% | — |
| 15 | — | SPDR SERIES TRUST | $2.3M | 1.7% | +10% | — |
| 16 | — | LEGG MASON ETF INVT | $2.3M | 1.7% | +6% | — |
| 17 | — | CAMBRIA ETF TR | $2.2M | 1.6% | +5% | — |
| 18 | — | FRANKLIN TEMPLETON ETF TR | $2.2M | 1.6% | +4% | — |
| 19 |  $AAPL | Apple Inc. | $2.0M | 1.5% | +3% | 76.1 |
| 20 | — | SELECT SECTOR SPDR TR | $2.0M | 1.4% | +15% | — |
| 21 | — | J P MORGAN EXCHANGE TRADED F | $1.7M | 1.2% | +7% | — |
| 22 | — | VANGUARD INDEX FDS | $1.6M | 1.2% | +0% | — |
| 23 | — | SIMPLIFY EXCHANGE TRADED FUN | $1.6M | 1.1% | +0% | — |
| 24 |  $MSFT | MICROSOFT CORP | $1.4M | 1.1% | -1% | 83.7 |
| 25 | — | ISHARES TR | $1.4M | 1.0% | -7% | — |
| 26 | — | BLACKROCK ETF TRUST | $936,247 | 0.7% | -5% | — |
| 27 | — | ISHARES U S ETF TR | $898,544 | 0.7% | +1% | — |
| 28 | — | ISHARES TR | $887,378 | 0.7% | -4% | — |
| 29 | — | ISHARES TR | $876,600 | 0.6% | -8% | — |
| 30 |  $UL | UNILEVER PLC | $832,389 | 0.6% | -0% | — |
| 31 |  $GOOG | Alphabet Inc. | $785,259 | 0.6% | -0% | 80.2 |
| 32 | — | SPDR SERIES TRUST | $759,034 | 0.6% | -5% | — |
| 33 |  $WFC | WELLS FARGO & COMPANY/MN | $756,554 | 0.6% | -1% | — |
| 34 | — | ISHARES TR | $752,585 | 0.6% | -5% | — |
| 35 |  $AMZN | AMAZON COM INC | $744,982 | 0.5% | -1% | 74.6 |
| 36 | — | VANGUARD INDEX FDS | $717,598 | 0.5% | -6% | — |
| 37 | — | SPDR INDEX SHS FDS | $677,412 | 0.5% | -5% | — |
| 38 | — | VANGUARD STAR FDS | $660,678 | 0.5% | +0% | — |
| 39 |  $COST | COSTCO WHOLESALE CORP /NEW | $624,044 | 0.5% | +0% | 67 |
| 40 | — | VANECK ETF TRUST | $567,496 | 0.4% | -1% | — |
| 41 | — | ISHARES TR | $540,972 | 0.4% | +0% | — |
| 42 | — | ISHARES TR | $539,354 | 0.4% | -0% | — |
| 43 | — | ISHARES TR | $503,447 | 0.4% | -7% | — |
| 44 | — | VALUED ADVISERS TR | $501,721 | 0.4% | +6% | — |
| 45 | — | EA SERIES TRUST | $500,224 | 0.4% | -17% | — |
| 46 |  $XOM | EXXON MOBIL CORP | $458,342 | 0.3% | +1% | 61.8 |
| 47 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $432,250 | 0.3% | +0% | 66.3 |
| 48 |  $CVX | CHEVRON CORP | $386,285 | 0.3% | +1% | 54.7 |
| 49 |  $META | Meta Platforms, Inc. | $380,816 | 0.3% | +1% | 80.9 |
| 50 | — | SELECT SECTOR SPDR TR | $370,649 | 0.3% | -4% | — |
| 51 |  $TSLA | Tesla, Inc. | $361,341 | 0.3% | +5% | 50.1 |
| 52 |  $ABBV | AbbVie Inc. | $350,265 | 0.3% | +0% | 59.3 |
| 53 |  $GE | GENERAL ELECTRIC CO | $349,369 | 0.3% | +0% | 74.8 |
| 54 |  $WMT | Walmart Inc. | $348,574 | 0.3% | +0% | 63.2 |
| 55 | — | VANGUARD WORLD FD | $341,185 | 0.3% | +0% | — |
| 56 |  $OZ | Belpointe PREP, LLC | $329,148 | 0.2% | +0% | 34.8 |
| 57 |  $AVGO | Broadcom Inc. | $312,024 | 0.2% | -1% | 86.4 |
| 58 | — | ISHARES INC | $307,016 | 0.2% | -9% | — |
| 59 |  $GEV | GE Vernova Inc. | $302,537 | 0.2% | +0% | 70.1 |
| 60 | — | ISHARES TR | $299,928 | 0.2% | -8% | — |
| 61 |  $BP | BP PLC | $292,072 | 0.2% | +1% | — |
| 62 |  $PG | PROCTER & GAMBLE Co | $291,516 | 0.2% | -1% | 72.9 |
| 63 |  $MO | ALTRIA GROUP, INC. | $291,375 | 0.2% | +2% | 72.1 |
| 64 | — | SPDR SERIES TRUST | $284,800 | 0.2% | -2% | — |
| 65 |  $SPY | SPDR S&P 500 ETF TRUST | $281,543 | 0.2% | -5% | — |
| 66 | — | DIMENSIONAL ETF TRUST | $259,939 | 0.2% | +0% | — |
| 67 |  $ABT | ABBOTT LABORATORIES | $258,910 | 0.2% | -0% | 67 |
| 68 |  $CAT | CATERPILLAR INC | $258,588 | 0.2% | +0% | 67.8 |
| 69 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $257,825 | 0.2% | +0% | 66.7 |
| 70 |  $FCX | FREEPORT-MCMORAN INC | $254,895 | 0.2% | -6% | 73.1 |
| 71 | — | SPDR SERIES TRUST | $248,031 | 0.2% | -9% | — |
| 72 | — | DIMENSIONAL ETF TRUST | $244,707 | 0.2% | +0% | — |
| 73 | — | SPDR SERIES TRUST | $240,146 | 0.2% | -14% | — |
| 74 |  $JNJ | JOHNSON & JOHNSON | $240,048 | 0.2% | +0% | 72.8 |
| 75 |  $GOOGL | Alphabet Inc. | $238,094 | 0.2% | -0% | 80.2 |
| 76 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $237,176 | 0.2% | -16% | — |
| 77 | — | BLACKROCK ETF TRUST II | $234,814 | 0.2% | -5% | — |
| 78 | — | SSGA ACTIVE ETF TR | $233,025 | 0.2% | +0% | — |
| 79 | — | ISHARES TR | $228,119 | 0.2% | -11% | — |
| 80 |  $ORCL | ORACLE CORP | $227,726 | 0.2% | +48% | 67.2 |
| 81 |  $JPM | JPMORGAN CHASE & CO | $217,309 | 0.2% | -4% | 35.6 |
| 82 |  $BBBY | BED BATH & BEYOND, INC. | $120,640 | 0.1% | +0% | 25.2 |
| 83 |  $TMC | TMC the metals Co Inc. | $46,952 | 0.0% | +0% | — |
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