LANE BROTHERS & CO INC

Est. AUM

$137.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$17.8M	351003	12.95%	SOLE
2	VANECK ETF TRUST	IG FLOATING RATE	$15.8M	621858	11.55%	SOLE
3	AMERICAN CENTY ETF TR	INTL EQT ETF	$7.7M	90574	5.60%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.2M	111845	5.22%	SOLE
5	AMERICAN CENTY ETF TR	US QUALITY GROW	$6.9M	66111	5.06%	SOLE
6	INVESCO ACTIVELY MANAGED EXC	S&P 500 EQUAL WE	$6.5M	130067	4.74%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$6.3M	9587	4.56%	SOLE
8	AMERICAN CENTY ETF TR	US EQT ETF	$4.6M	41715	3.38%	SOLE
9	ISHARES TR	US INFRASTRUC	$3.9M	68326	2.85%	SOLE
10	GLOBAL X FDS	US INFR DEV ETF	$3.5M	69248	2.56%	SOLE
11	NVIDIA CORPORATION	COM	$3.3M	18838	2.39%	SOLE
12	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$3.0M	26794	2.16%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	32716	1.89%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET ENE	$2.4M	38523	1.72%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	21717	1.71%	SOLE
16	LEGG MASON ETF INVT	FRANKLIN INTL LW	$2.3M	57708	1.70%	SOLE
17	CAMBRIA ETF TR	CAMBRIA FGN SHR	$2.2M	60159	1.64%	SOLE
18	FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$2.2M	55225	1.60%	SOLE
19	APPLE INC	COM	$2.0M	7943	1.47%	SOLE
20	SELECT SECTOR SPDR TR	STATE STREET UTI	$2.0M	43457	1.45%	SOLE
21	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$1.7M	22379	1.24%	SOLE
22	VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	5034	1.18%	SOLE
23	SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$1.6M	67154	1.15%	SOLE
24	MICROSOFT CORP	COM	$1.4M	3904	1.05%	SOLE
25	ISHARES TR	FLTG RATE NT ETF	$1.4M	28106	1.04%	SOLE
26	BLACKROCK ETF TRUST	ISHARES US EQUIT	$936K	16092	0.68%	SOLE
27	ISHARES U S ETF TR	SHORT DURATION B	$899K	17676	0.66%	SOLE
28	ISHARES TR	U.S. TECH ETF	$887K	4891	0.65%	SOLE
29	ISHARES TR	MSCI USA QLT FCT	$877K	4570	0.64%	SOLE
30	UNILEVER PLC	SPON ADR NEW	$832K	14611	0.61%	SOLE
31	ALPHABET INC	CAP STK CL A	$785K	2731	0.57%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$759K	9917	0.55%	SOLE
33	WELLS FARGO & CO	COM	$757K	9503	0.55%	SOLE
34	ISHARES TR	S&P 500 GRWT ETF	$753K	6654	0.55%	SOLE
35	AMAZON COM INC	COM	$745K	3577	0.54%	SOLE
36	VANGUARD INDEX FDS	GROWTH ETF	$718K	1643	0.52%	SOLE
37	SPDR INDEX SHS FDS	STATE STREET SPD	$677K	14839	0.49%	SOLE
38	VANGUARD STAR FDS	VG TL INTL STK F	$661K	8568	0.48%	SOLE
39	COSTCO WHOLESALE CORPORATION	COM	$624K	626	0.45%	SOLE
40	VANECK ETF TRUST	SEMICONDUCTR ETF	$567K	1480	0.41%	SOLE
41	ISHARES TR	CONV BD ETF	$541K	5315	0.39%	SOLE
42	ISHARES TR	CORE UNIVRSL USD	$539K	11677	0.39%	SOLE
43	ISHARES TR	EAFE VALUE ETF	$503K	6771	0.37%	SOLE
44	VALUED ADVISERS TR	REGAN FLTG RATE	$502K	19668	0.37%	SOLE
45	EA SERIES TRUST	FREEDOM 100 EM	$500K	9153	0.36%	SOLE
46	EXXON MOBIL CORP	COM	$458K	2702	0.33%	SOLE
47	OCCIDENTAL PETE CORP	COM	$432K	6650	0.31%	SOLE
48	CHEVRON CORPORATION	COM	$386K	1867	0.28%	SOLE
49	META PLATFORMS INC	CL A	$381K	666	0.28%	SOLE
50	SELECT SECTOR SPDR TR	STATE STREET TEC	$371K	2789	0.27%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.