LANE BROTHERS & CO INC

CIK 0001177416 · PRESCOTT, AZ · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

LANE BROTHERS & CO INC reported 95 positions worth $152.9M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: JPST (11.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$152.9M
2026 Q2
Positions
95
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.3%
Est. Net Flow (Q)
2026 Q2
10 / 95 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1JPSTJ P MORGAN EXCHANGE TRADED FSH$17.3M11.30%341,660
2FLTRVANECK ETF TRUSTSH$17.2M11.24%670,630
3AVUSAMERICAN CENTY ETF TRSH$9.7M6.35%75,752
4AVDEAMERICAN CENTY ETF TRSH$9.7M6.35%108,759
5RSPAINVESCO ACTIVELY MANAGED EXCSH$8.0M5.22%149,447
6IVVISHARES TRSH$6.7M4.36%8,907
7VEAVANGUARD TAX-MANAGED FDSSH$5.8M3.77%80,939
8BUCKSIMPLIFY EXCHANGE TRADED FUNSH$4.1M2.68%175,178
9IFRAISHARES TRSH$3.9M2.54%61,640
10PAVEGLOBAL X FDSSH$3.8M2.50%64,929

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LANE BROTHERS & CO INC hold as of Q2 2026?

LANE BROTHERS & CO INC reported 95 positions worth $152.9M in its Q2 2026 13F filing. Largest positions: JPST (11.3%), FLTR (11.2%), AVUS (6.3%), AVDE (6.3%) and RSPA (5.2%).

What did LANE BROTHERS & CO INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LANE BROTHERS & CO INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.