Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Lane Brothers & Co

Latest statistics and disclosures from Lane Brothers & Co's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001177416

Tip: Access up to 7 years of quarterly data

Positions held by Lane Brothers & Co consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Lane Brothers & Co

Lane Brothers & Co holds 83 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	12.2	$17M	332k	50.59	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	10.9	$15M	589k	25.48	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	6.5	$8.9M	78k	114.52	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.5	$7.6M	93k	82.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.2	$7.1M	114k	62.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.2	$7.1M	10k	684.97	View chart
Invesco Actively Managed Exc S&p 500 Equal We (RSPA)	4.4	$6.0M	118k	50.96	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.7	$5.2M	46k	111.78	View chart
Ishares Tr Us Infrastruc (IFRA)	2.7	$3.7M	71k	52.62	View chart
Global X Fds Us Infr Dev Etf (PAVE)	2.6	$3.6M	74k	47.79	View chart
NVIDIA Corporation (NVDA)	2.6	$3.5M	19k	186.50	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	2.2	$3.1M	31k	98.32	View chart
Spdr Series Trust State Street Spd (SPTM)	2.2	$3.1M	37k	82.50	View chart
Apple (AAPL)	1.5	$2.1M	7.7k	271.87	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.5	$2.1M	53k	38.89	View chart
Spdr Series Trust State Street Spd (XME)	1.5	$2.1M	20k	103.61	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	1.4	$2.0M	54k	36.82	View chart
Microsoft Corporation (MSFT)	1.4	$1.9M	3.9k	483.57	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	1.4	$1.9M	58k	32.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$1.7M	5.0k	335.27	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.2	$1.6M	38k	42.69	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	1.2	$1.6M	67k	23.70	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.1	$1.6M	21k	74.88	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.1	$1.5M	30k	50.86	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.1	$1.5M	34k	44.71	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$1.0M	17k	60.81	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$1.0M	5.1k	199.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$987k	5.0k	198.64	View chart
Unilever Spon Adr New (UL)	0.7	$956k	15k	65.40	View chart
Wells Fargo & Company (WFC)	0.6	$893k	9.6k	93.20	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.6	$890k	17k	51.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$861k	7.0k	123.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$857k	1.8k	487.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$855k	2.7k	312.99	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$835k	10k	80.22	View chart
Amazon (AMZN)	0.6	$830k	3.6k	230.82	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$696k	16k	44.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$646k	8.6k	75.44	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.4	$565k	11k	51.27	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$546k	12k	46.54	View chart
Costco Wholesale Corporation (COST)	0.4	$540k	626.00	862.55	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$536k	1.5k	360.21	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$523k	5.3k	98.50	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$517k	7.2k	71.41	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.3	$478k	19k	25.65	View chart
Meta Platforms Cl A (META)	0.3	$434k	658.00	659.62	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$417k	2.9k	143.96	View chart
Tesla Motors (TSLA)	0.3	$415k	922.00	449.72	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.3	$402k	6.2k	65.03	View chart
Ge Aerospace Com New (GE)	0.3	$379k	1.2k	308.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$369k	489.00	753.78	View chart
Abbvie (ABBV)	0.3	$367k	1.6k	228.44	View chart
Broadcom (AVGO)	0.3	$352k	1.0k	346.05	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$333k	2.9k	113.91	View chart
Exxon Mobil Corporation (XOM)	0.2	$324k	2.7k	120.36	View chart
Abbott Laboratories (ABT)	0.2	$317k	2.5k	125.28	View chart
International Business Machines (IBM)	0.2	$314k	1.1k	296.15	View chart
Wal-Mart Stores (WMT)	0.2	$312k	2.8k	111.41	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$310k	4.3k	72.68	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$310k	455.00	681.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$299k	487.00	614.88	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$297k	2.8k	106.69	View chart
Procter & Gamble Company (PG)	0.2	$293k	2.0k	143.28	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$291k	5.1k	56.81	View chart
Chevron Corporation (CVX)	0.2	$283k	1.9k	152.38	View chart
Spdr Series Trust State Street Spd (FLRN)	0.2	$278k	9.1k	30.73	View chart
Occidental Petroleum Corporation (OXY)	0.2	$273k	6.7k	41.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$262k	834.00	313.81	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.2	$260k	5.1k	50.65	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$256k	1.2k	212.09	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$252k	4.8k	52.77	View chart
Altria (MO)	0.2	$251k	4.3k	57.65	View chart
JPMorgan Chase & Co. (JPM)	0.2	$248k	771.00	322.12	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$247k	5.8k	42.56	View chart
Freeport-mcmoran CL B (FCX)	0.2	$235k	4.6k	50.80	View chart
Ssga Active Etf Tr State Street Ult (ULST)	0.2	$233k	5.8k	40.50	View chart
Ge Vernova (GEV)	0.2	$226k	346.00	654.42	View chart
BP Sponsored Adr (BP)	0.2	$214k	6.1k	34.73	View chart
Caterpillar (CAT)	0.2	$209k	365.00	572.87	View chart
Oracle Corporation (ORCL)	0.1	$205k	1.0k	194.92	View chart
Johnson & Johnson (JNJ)	0.1	$203k	979.00	207.04	View chart
Overstock (BBBY)	0.1	$142k	26k	5.46	View chart
Tmc The Metals Company (TMC)	0.0	$62k	10k	6.17	View chart

Past Filings by Lane Brothers & Co

SEC 13F filings are viewable for Lane Brothers & Co going back to 2025

Lane Brothers & Co 2025 Q4 filed March 13, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z