Institutions / Lane Brothers & Co Inc
Lane Brothers & Co Inc
CIK 1177416 · Institution · as of Mar 31, 2026
Portfolio value
$137.22M
Positions
83
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$137.22M-0.7%Positions
83+0.0%Top holdings
Mar 31, 2026View all 83 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange Traded F | $17.76M | 12.9% |
| VanEck ETF Trust | $15.84M | 11.5% |
| American Centy ETF Tr | $7.68M | 5.6% |
| Vanguard Tax-Managed Fds | $7.17M | 5.2% |
| American Centy ETF Tr | $6.94M | 5.1% |
| Invesco Actively Managed Exc | $6.50M | 4.7% |
| iShares Tr | $6.26M | 4.6% |
| American Centy ETF Tr | $4.64M | 3.4% |
| iShares Tr | $3.91M | 2.8% |
| Global X Fds | $3.52M | 2.6% |
| NVIDIA Corp | $3.29M | 2.4% |
| First Tr Exchange Traded Fd | $2.97M | 2.2% |
| SPDR Series Trust | $2.59M | 1.9% |
| Select Sector SPDR Tr | $2.36M | 1.7% |
| SPDR Series Trust | $2.35M | 1.7% |
| Legg Mason ETF Invt | $2.34M | 1.7% |
| Cambria ETF Tr | $2.25M | 1.6% |
| Franklin Templeton ETF Tr | $2.20M | 1.6% |
| Apple Inc. | $2.02M | 1.5% |
| Select Sector SPDR Tr | $1.99M | 1.5% |
| J P Morgan Exchange Traded F | $1.69M | 1.2% |
| Vanguard Index Fds | $1.61M | 1.2% |
| Simplify Exchange Traded Fun | $1.58M | 1.2% |
| Microsoft Corp | $1.45M | 1.1% |
| iShares Tr | $1.43M | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 025072307 Common stock | $-1.25M | -12K -15.21% | 66,111 5.06% of portfolio | low |
| Q1 2026 as of | Add | 46641Q837 Common stock | $966.5K | +19K +5.75% | 351,003 12.95% of portfolio | low |
| Q1 2026 as of | Add | 92189F486 Common stock | $842.6K | +33K +5.62% | 621,858 11.55% of portfolio | low |
| Q1 2026 as of | Add | 46090A697 Common stock | $591.9K | +12K +10.01% | 130,067 4.74% of portfolio | low |
| Q1 2026 as of | Trim | 464287200 Common stock | $-531.1K | -813 -7.82% | 9,587 4.56% of portfolio | low |
| Q1 2026 as of | Trim | 025072885 Common stock | $-495.8K | -4K -9.66% | 41,715 3.38% of portfolio | low |
| Q1 2026 as of | Trim | 33738R704 Common stock | $-494.3K | -4K -14.28% | 26,794 2.16% of portfolio | low |
| Q1 2026 as of | Trim | 78464A805 Common stock | $-357.8K | -5K -12.15% | 32,716 1.88% of portfolio | low |
| Q1 2026 as of | Add | 81369Y506 Common stock | $277.6K | +5K +13.33% | 38,523 1.72% of portfolio | low |
| Q1 2026 as of | Add | 81369Y886 Common stock | $259.7K | +6K +14.97% | 43,457 1.45% of portfolio | low |