LANE BROTHERS & CO INC

Institutional manager (13F) · CIK 1177416

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $128M

#	Issuer	Value	Shares
1	J P MORGAN EXCHANGE TRADED F	$18M	351,003
2	VANECK ETF TRUST	$16M	621,858
3	AMERICAN CENTY ETF TR	$8M	90,574
4	VANGUARD TAX-MANAGED FDS	$7M	111,845
5	AMERICAN CENTY ETF TR	$7M	66,111
6	INVESCO ACTIVELY MANAGED EXC	$7M	130,067
7	ISHARES TR	$6M	9,587
8	AMERICAN CENTY ETF TR	$5M	41,715
9	ISHARES TR	$4M	68,326
10	GLOBAL X FDS	$4M	69,248
11	NVIDIA CORPORATION	$3M	18,838
12	FIRST TR EXCHANGE TRADED FD	$3M	26,794
13	SPDR SERIES TRUST	$3M	32,716
14	SELECT SECTOR SPDR TR	$2M	38,523
15	SPDR SERIES TRUST	$2M	21,717
16	LEGG MASON ETF INVT	$2M	57,708
17	CAMBRIA ETF TR	$2M	60,159
18	FRANKLIN TEMPLETON ETF TR	$2M	55,225
19	APPLE INC	$2M	7,943
20	SELECT SECTOR SPDR TR	$2M	43,457
21	J P MORGAN EXCHANGE TRADED F	$2M	22,379
22	VANGUARD INDEX FDS	$2M	5,034
23	SIMPLIFY EXCHANGE TRADED FUN	$2M	67,154
24	MICROSOFT CORP	$1M	3,904
25	ISHARES TR	$1M	28,106
26	BLACKROCK ETF TRUST	$936k	16,092
27	ISHARES U S ETF TR	$899k	17,676
28	ISHARES TR	$887k	4,891
29	ISHARES TR	$877k	4,570
30	UNILEVER PLC	$832k	14,611
31	ALPHABET INC	$785k	2,731
32	SPDR SERIES TRUST	$759k	9,917
33	WELLS FARGO & CO	$757k	9,503
34	ISHARES TR	$753k	6,654
35	AMAZON COM INC	$745k	3,577
36	VANGUARD INDEX FDS	$718k	1,643
37	SPDR INDEX SHS FDS	$677k	14,839
38	VANGUARD STAR FDS	$661k	8,568
39	COSTCO WHOLESALE CORPORATION	$624k	626
40	VANECK ETF TRUST	$567k	1,480
41	ISHARES TR	$541k	5,315
42	ISHARES TR	$539k	11,677
43	ISHARES TR	$503k	6,771
44	VALUED ADVISERS TR	$502k	19,668
45	EA SERIES TRUST	$500k	9,153
46	EXXON MOBIL CORP	$458k	2,702
47	OCCIDENTAL PETE CORP	$432k	6,650
48	CHEVRON CORPORATION	$386k	1,867
49	META PLATFORMS INC	$381k	666
50	SELECT SECTOR SPDR TR	$371k	2,789

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.