§ 13F · FUND PROFILE
LANE BROTHERS & CO INC.
AUM · $153M (13F)Positions · 95Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 342K | $17M | — | −3% |
| 2 | FLTR | VANECK ETF TRUST | 671K | $17M | — | +8% |
| 3 | AVUS | AMERICAN CENTY ETF TR | 76K | $10M | — | +82% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 109K | $10M | — | +20% |
| 5 | RSPA | INVESCO ACTIVELY MANAGED EXC | 149K | $8M | — | +15% |
| 6 | IVV | ISHARES TR | 9K | $7M | — | −7% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 81K | $6M | — | −28% |
| 8 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | 175K | $4M | — | +161% |
| 9 | IFRA | ISHARES TR | 62K | $4M | — | −10% |
| 10 | PAVE | GLOBAL X FDS | 65K | $4M | — | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LANE SIGNAL
AC read
LANE BROTHERS & CO INC is a institutional fund managing $153 million in assets. The fund runs a portfolio of 95 positions.
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