Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LANE BROTHERS & CO INC (CIK 1177416) reported $152.9M across 95 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JPST ($17.3M, 11.30%), FLTR ($17.2M, 11.24%), AVDE ($9.7M, 6.35%), AVUS ($9.7M, 6.35%), RSPA ($8.0M, 5.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $17.3M | 11.30% | 341,660 | Trimmed |
| 2 | FLTR | VANECK ETF TRUST | $17.2M | 11.24% | 670,630 | Added |
| 3 | AVDE | AMERICAN CENTY ETF TR | $9.7M | 6.35% | 108,759 | Added |
| 4 | AVUS | AMERICAN CENTY ETF TR | $9.7M | 6.35% | 75,752 | Added |
| 5 | RSPA | INVESCO ACTIVELY MANAGED EXC | $8.0M | 5.22% | 149,447 | Added |
| 6 | IVV | ISHARES TR | $6.7M | 4.36% | 8,907 | Trimmed |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $5.8M | 3.77% | 80,939 | Trimmed |
| 8 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | $4.1M | 2.68% | 175,178 | Added |
| 9 | IFRA | ISHARES TR | $3.9M | 2.54% | 61,640 | Trimmed |
| 10 | PAVE | GLOBAL X FDS | $3.8M | 2.50% | 64,929 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $3.7M | 2.44% | 18,606 | Trimmed |
| 12 | AIRR | FIRST TR EXCHANGE TRADED FD | $3.3M | 2.17% | 24,848 | Trimmed |
| 13 | QGRO | AMERICAN CENTY ETF TR | $3.1M | 2.00% | 25,949 | Trimmed |
| 14 | SPTM | SPDR SERIES TRUST | $2.6M | 1.73% | 29,148 | Trimmed |
| 15 | AAPL | APPLE INC | $2.5M | 1.66% | 8,783 | Added |
| 16 | LVHI | LEGG MASON ETF INVT | $2.4M | 1.55% | 58,282 | Added |
| 17 | DIVI | FRANKLIN TEMPLETON ETF TR | $2.3M | 1.50% | 53,708 | Trimmed |
| 18 | FYLD | CAMBRIA ETF TR | $2.1M | 1.40% | 58,637 | Trimmed |
| 19 | XME | SPDR SERIES TRUST | $2.0M | 1.33% | 18,995 | Trimmed |
| 20 | XLE | SELECT SECTOR SPDR TR | $2.0M | 1.32% | 37,866 | Trimmed |
| 21 | XLU | SELECT SECTOR SPDR TR | $2.0M | 1.29% | 43,533 | Added |
| 22 | JIRE | J P MORGAN EXCHANGE TRADED F | $1.9M | 1.26% | 23,264 | Added |
| 23 | VTI | VANGUARD INDEX FDS | $1.9M | 1.22% | 5,034 | Hold |
| 24 | FLOT | ISHARES TR | $1.6M | 1.06% | 31,875 | Added |
| 25 | MSFT | MICROSOFT CORP | $1.4M | 0.94% | 3,868 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30