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Lane Brothers & Co

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

Top 5 stock holdings are JPST, FLTR, AVDE, VEA, QGRO, and represent 40.38% of Lane Brothers & Co's stock portfolio.
Added to shares of these 10 stocks: JPST, FLTR, RSPA, XLE, XLU, XME, LVHI, JIRE, FYLD, DIVI.
Reduced shares in these 10 stocks: QGRO, IVV, AVUS, AIRR, SPTM, PAVE, AVDE, VEA, IFRA, FRDM.
Lane Brothers & Co was a net seller of stock by $-957k.
Lane Brothers & Co has $137M in assets under management (AUM), dropping by -0.70%.
Central Index Key (CIK): 0001177416

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Portfolio Holdings for Lane Brothers & Co

Lane Brothers & Co holds 83 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	12.9	$18M	+5%	351k	50.61	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	11.5	$16M	+5%	622k	25.48	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.6	$7.7M	-2%	91k	84.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.2	$7.2M		112k	64.08	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	5.1	$6.9M	-15%	66k	105.03	View chart
Invesco Actively Managed Exc S&p 500 Equal We (RSPA)	4.7	$6.5M	+10%	130k	49.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.6	$6.3M	-7%	9.6k	653.21	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.4	$4.6M	-9%	42k	111.18	View chart
Ishares Tr Us Infrastruc (IFRA)	2.8	$3.9M	-3%	68k	57.20	View chart
Global X Fds Us Infr Dev Etf (PAVE)	2.6	$3.5M	-6%	69k	50.81	View chart
NVIDIA Corporation (NVDA)	2.4	$3.3M		19k	174.40	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	2.2	$3.0M	-14%	27k	110.78	View chart
Spdr Series Trust State Street Spd (SPTM)	1.9	$2.6M	-12%	33k	79.06	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.7	$2.4M	+13%	39k	61.26	View chart
Spdr Series Trust State Street Spd (XME)	1.7	$2.3M	+9%	22k	108.01	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	1.7	$2.3M	+6%	58k	40.54	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	1.6	$2.2M	+4%	60k	37.33	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.6	$2.2M	+4%	55k	39.81	View chart
Apple (AAPL)	1.5	$2.0M	+2%	7.9k	253.80	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.5	$2.0M	+14%	44k	45.89	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.2	$1.7M	+7%	22k	75.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$1.6M		5.0k	320.81	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	1.2	$1.6M		67k	23.50	View chart
Microsoft Corporation (MSFT)	1.1	$1.4M		3.9k	370.15	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.0	$1.4M	-6%	28k	50.95	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$936k	-4%	16k	58.18	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.7	$899k		18k	50.83	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$887k	-3%	4.9k	181.43	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$877k	-8%	4.6k	191.82	View chart
Unilever Spon Adr New (UL)	0.6	$832k		15k	56.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$785k		2.7k	287.54	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$759k	-4%	9.9k	76.54	View chart
Wells Fargo & Company (WFC)	0.6	$757k		9.5k	79.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$753k	-4%	6.7k	113.10	View chart
Amazon (AMZN)	0.5	$745k		3.6k	208.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$718k	-6%	1.6k	436.76	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.5	$677k	-5%	15k	45.65	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$661k		8.6k	77.11	View chart
Costco Wholesale Corporation (COST)	0.5	$624k		626.00	996.88	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$568k		1.5k	383.44	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$541k		5.3k	101.78	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$539k		12k	46.19	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$503k	-6%	6.8k	74.35	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.4	$502k	+5%	20k	25.51	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.4	$500k	-16%	9.2k	54.65	View chart
Exxon Mobil Corporation (XOM)	0.3	$458k		2.7k	169.63	View chart
Occidental Petroleum Corporation (OXY)	0.3	$432k		6.7k	65.00	View chart
Chevron Corporation (CVX)	0.3	$386k		1.9k	206.90	View chart
Meta Platforms Cl A (META)	0.3	$381k		666.00	571.80	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$371k	-3%	2.8k	132.90	View chart
Tesla Motors (TSLA)	0.3	$361k	+5%	972.00	371.75	View chart
Abbvie (ABBV)	0.3	$350k		1.6k	217.56	View chart
Ge Aerospace Com New (GE)	0.3	$349k		1.2k	283.81	View chart
Wal-Mart Stores (WMT)	0.3	$349k		2.8k	124.27	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$341k		489.00	697.72	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.2	$329k		6.2k	53.20	View chart
Broadcom (AVGO)	0.2	$312k		1.0k	309.55	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$307k	-8%	3.9k	78.66	View chart
Ge Vernova (GEV)	0.2	$303k		347.00	871.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$300k	-7%	2.7k	111.37	View chart
BP Sponsored Adr (BP)	0.2	$292k		6.2k	47.00	View chart
Procter & Gamble Company (PG)	0.2	$292k		2.0k	144.46	View chart
Altria (MO)	0.2	$291k		4.4k	66.00	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$285k		5.0k	56.58	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$282k	-4%	433.00	650.21	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.2	$260k		5.1k	50.71	View chart
Abbott Laboratories (ABT)	0.2	$259k		2.5k	102.66	View chart
Caterpillar (CAT)	0.2	$259k		365.00	708.46	View chart
International Business Machines (IBM)	0.2	$258k		1.1k	242.32	View chart
Freeport Mcmoran CL B (FCX)	0.2	$255k	-6%	4.3k	58.79	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$248k	-8%	2.5k	97.92	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$245k		5.8k	42.22	View chart
Spdr Series Trust State Street Spd (FLRN)	0.2	$240k	-13%	7.8k	30.78	View chart
Johnson & Johnson (JNJ)	0.2	$240k		982.00	244.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$238k		830.00	286.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$237k	-15%	411.00	577.07	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$235k	-5%	4.5k	51.93	View chart
Ssga Active Etf Tr State Street Ult (ULST)	0.2	$233k		5.8k	40.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$228k	-10%	1.1k	211.22	View chart
Oracle Corporation (ORCL)	0.2	$228k	+47%	1.5k	147.11	View chart
JPMorgan Chase & Co. (JPM)	0.2	$217k	-4%	739.00	294.06	View chart
Overstock (BBBY)	0.1	$121k		26k	4.64	View chart
Tmc The Metals Company (TMC)	0.0	$47k		10k	4.67	View chart

Past Filings by Lane Brothers & Co

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

Lane Brothers & Co 2026 Q1 filed May 5, 2026
Lane Brothers & Co 2025 Q4 filed March 13, 2026

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