Institutional Fund
Lane Brothers & Co Inc
Prescott, AZCIK 11774162 filings on record
Portfolio Value
$137.22M
Q1 2026
Holdings
83
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-0.7%
from $138.19M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F12.9%
- Vaneck ETF Trust11.5%
- American Centy ETF Tr5.6%
- Vanguard Tax-Managed Fds5.2%
- American Centy ETF Tr5.1%
- Invesco Actively Managed Exc4.7%
- Other54.9%
Portfolio Holdings
83 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 351.0K | $17.76M | 12.9% | +19.1K | Added |
| 2 | Vaneck ETF Trust | 621.9K | $15.84M | 11.5% | +33.1K | Added |
| 3 | American Centy ETF Tr | 90.6K | $7.68M | 5.6% | −2.3K | Reduced |
| 4 | Vanguard Tax-Managed Fds | 111.8K | $7.17M | 5.2% | −2.3K | Reduced |
| 5 | American Centy ETF Tr | 66.1K | $6.94M | 5.1% | −11.9K | Reduced |
| 6 | Invesco Actively Managed Exc | 130.1K | $6.50M | 4.7% | +11.8K | Added |
| 7 | Ishares Tr | 9.6K | $6.26M | 4.6% | −813 | Reduced |
| 8 | American Centy ETF Tr | 41.7K | $4.64M | 3.4% | −4.5K | Reduced |
| 9 | Ishares Tr | 68.3K | $3.91M | 2.8% | −2.4K | Reduced |
| 10 | Global X Fds | 69.2K | $3.52M | 2.6% | −5.1K | Reduced |
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