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Lane Brothers & CO INC

Portfolio Manager
Lane Brothers & CO INC
Performance
-0.24% (2026 Q1)
AUM (13F)
$137.22M
# of Holdings
83
Performance Rank
Allocation (Top 20)
76.19%

Lane Brothers & CO INC Holdings Map

Top 50 Lane Brothers & CO INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JPST
J P MORGAN EXCHANGE TRADED F
12.95%351.0K$17.8M
+5.75%(+19.10K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 331.9K shares2026-Q1: 351.0K shares
$50.66(-0.47%)
2026-03-31
FLTR
VANECK ETF TRUST
11.55%621.9K$15.8M
+5.62%(+33.07K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 588.8K shares2026-Q1: 621.9K shares
$25.52(+0.07%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
5.6%90.6K$7.7M
-2.52%(-2.34K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 92.9K shares2026-Q1: 90.6K shares
$80.61(+11.55%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
5.22%111.8K$7.2M
-1.98%(-2.26K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 114.1K shares2026-Q1: 111.8K shares
$61.19(+15.71%)
2026-03-31
QGRO
AMERICAN CENTY ETF TR
5.06%66.1K$6.9M
-15.21%(-11.86K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 78.0K shares2026-Q1: 66.1K shares
$114.46(+1.56%)
2026-03-31
RSPA
INVESCO ACTIVELY MANAGED EXC
4.74%130.1K$6.5M
+10.01%(+11.84K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 118.2K shares2026-Q1: 130.1K shares
$50.97(+5.50%)
2026-03-31
IVV
ISHARES TR
4.56%9.6K$6.3M
-7.82%(-813)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.4K shares2026-Q1: 9.6K shares
$677.12(+10.53%)
2026-03-31
AVUS
AMERICAN CENTY ETF TR
3.38%41.7K$4.6M
-9.66%(-4.46K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 46.2K shares2026-Q1: 41.7K shares
$110.24(+15.28%)
2026-03-31
IFRA
ISHARES TR
2.85%68.3K$3.9M
-3.44%(-2.44K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 70.8K shares2026-Q1: 68.3K shares
$52.72(+18.04%)
2026-03-31
PAVE
GLOBAL X FDS
2.56%69.2K$3.5M
-6.81%(-5.06K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 74.3K shares2026-Q1: 69.2K shares
$47.71(+19.79%)
2026-03-31

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