StockDriftsStockDriftsTop 50 Lane Brothers & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 11.3% | 341.7K | $17.3M | -2.66%(-9.34K) | $50.66(-0.39%) | 2026-06-30 | |
| FLTR | VANECK ETF TRUST | 11.24% | 670.6K | $17.2M | +7.84%(+48.77K) | $25.52(-0.03%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 6.35% | 75.8K | $9.7M | +81.59%(+34.04K) | $113.77(+15.57%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 6.35% | 108.8K | $9.7M | +20.08%(+18.18K) | $81.46(+15.30%) | 2026-06-30 | |
| RSPA | INVESCO ACTIVELY MANAGED EXC | 5.22% | 149.4K | $8.0M | +14.90%(+19.38K) | $51.01(+7.17%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.36% | 8.9K | $6.7M | -7.09%(-680) | $677.12(+14.80%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.77% | 80.9K | $5.8M | -27.63%(-30.91K) | $61.19(+19.27%) | 2026-06-30 | |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | 2.68% | 175.2K | $4.1M | +160.86%(+108.02K) | $23.58(-0.94%) | 2026-06-30 | |
| IFRA | ISHARES TR | 2.54% | 61.6K | $3.9M | -9.79%(-6.69K) | $52.72(+16.29%) | 2026-06-30 | |
| PAVE | GLOBAL X FDS | 2.5% | 64.9K | $3.8M | -6.24%(-4.32K) | $47.71(+23.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.10% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.52% |
Lane Brothers & CO INC reports $152.86M in US-listed equity holdings across 95 positions in its most recent 13F filing. Its largest disclosed positions are JPST (11.3%), FLTR (11.2%) and AVUS (6.3%). The top 20 holdings account for 73.41% of reported assets. Its disclosed equity book has returned +6.10% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lane Brothers & CO INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1177416). View Lane Brothers & CO INC’s 13F filings on SEC