Lane Brothers & Co Inc Top Holdings and 13F Report (2026) About Lane Brothers & Co IncInvestment ActivityLane Brothers & Co Inc has $137.22 million in total holdings as of March 31, 2026.Lane Brothers & Co Inc owns shares of 83 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 2.75% of the portfolio was purchased this quarter.About 3.45% of the portfolio was sold this quarter.This quarter, Lane Brothers & Co Inc has purchased 83 new stocks and bought additional shares in 28 stocks.Lane Brothers & Co Inc sold shares of 43 stocks and completely divested from 0 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $17,764,272VanEck IG Floating Rate ETF $15,844,930Avantis International Equity ETF $7,684,290Vanguard FTSE Developed Markets ETF $7,167,057American Century U.S. Quality Growth ETF $6,943,649 Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 19,097 shares (about $966.50K)VanEck IG Floating Rate ETF 33,070 shares (about $842.62K)INVESCO ACTIVELY MANAGED EXC 11,840 shares (about $591.94K)Energy Select Sector SPDR Fund 4,531 shares (about $277.57K)Utilities Select Sector SPDR Fund 5,660 shares (about $259.74K) Largest Sales this Quarter American Century U.S. Quality Growth ETF 11,857 shares (about $1.25M)iShares Core S&P 500 ETF 813 shares (about $531.06K)Avantis U.S. Equity ETF 4,459 shares (about $495.75K)First Trust RBA American Industrial Renaissance ETF 4,462 shares (about $494.31K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 4,526 shares (about $357.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLane Brothers & Co Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPSTJPMorgan Ultra-Short Income ETF$17,764,272$966,500 ▲5.8%351,00312.9%ETFFLTRVanEck IG Floating Rate ETF$15,844,930$842,623 ▲5.6%621,85811.5%ETFAVDEAvantis International Equity ETF$7,684,290$198,865 ▼-2.5%90,5745.6%ETFVEAVanguard FTSE Developed Markets ETF$7,167,057$145,014 ▼-2.0%111,8455.2%ETFQGROAmerican Century U.S. Quality Growth ETF$6,943,649$1,245,343 ▼-15.2%66,1115.1%ETFINVESCO ACTIVELY MANAGED EXC$6,502,684$591,939 ▲10.0%130,0674.7%S&P 500 EQUAL WEIVViShares Core S&P 500 ETF$6,262,356$531,062 ▼-7.8%9,5874.6%ETFAVUSAvantis U.S. Equity ETF$4,637,884$495,753 ▼-9.7%41,7153.4%ETFIFRAiShares U.S. Infrastructure ETF$3,908,259$139,397 ▼-3.4%68,3262.8%ETFPAVEGlobal X U.S. Infrastructure Development ETF$3,518,503$257,150 ▼-6.8%69,2482.6%ETFNVDANVIDIA$3,285,383$17,789 ▼-0.5%18,8382.4%Computer and TechnologyAIRRFirst Trust RBA American Industrial Renaissance ETF$2,968,289$494,309 ▼-14.3%26,7942.2%ManufacturingSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,586,536$357,827 ▼-12.2%32,7161.9%ETFXLEEnergy Select Sector SPDR Fund$2,359,920$277,569 ▲13.3%38,5231.7%ETFXMESPDR S&P Metals & Mining ETF$2,345,666$205,436 ▲9.6%21,7171.7%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$2,339,488$135,566 ▲6.2%57,7081.7%ETFFYLDCambria Foreign Shareholder Yield ETF$2,246,022$97,556 ▲4.5%60,1591.6%ETFDIVIFranklin International Core Dividend Tilt Index ETF$2,198,491$87,502 ▲4.1%55,2251.6%ETFAAPLApple$2,015,930$50,760 ▲2.6%7,9431.5%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$1,994,242$259,737 ▲15.0%43,4571.5%ETFJIREJPMorgan International Research Enhanced Equity ETF$1,694,987$112,247 ▲7.1%22,3791.2%ETFVTIVanguard Total Stock Market ETF$1,614,9580.0%5,0341.2%ETFBUCKSimplify Treasury Option Income ETF$1,578,4550.0%67,1541.2%ETFMSFTMicrosoft$1,445,052$11,845 ▼-0.8%3,9041.1%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$1,431,992$101,747 ▼-6.6%28,1061.0%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$936,247$44,683 ▼-4.6%16,0920.7%ETFNEARiShares Short Duration Bond Active ETF$898,544$13,217 ▲1.5%17,6760.7%ETFIYWiShares U.S. Technology ETF$887,378$32,476 ▼-3.5%4,8910.6%ManufacturingQUALiShares MSCI USA Quality Factor ETF$876,600$76,343 ▼-8.0%4,5700.6%ETFUNILEVER PLC$832,389$285 ▼0.0%14,6110.6%SPON ADR NEWGOOGLAlphabet$785,259$288 ▼0.0%2,7310.6%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$759,034$37,351 ▼-4.7%9,9170.6%ETFWFCWells Fargo & Company$756,554$6,289 ▼-0.8%9,5030.6%FinanceIVWiShares S&P 500 Growth ETF$752,585$37,437 ▼-4.7%6,6540.5%ETFAMZNAmazon.com$744,982$3,749 ▼-0.5%3,5770.5%Retail/WholesaleVUGVanguard Growth ETF$717,598$49,791 ▼-6.5%1,6430.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$677,412$38,438 ▼-5.4%14,8390.5%ETFVXUSVanguard Total International Stock ETF$660,6780.0%8,5680.5%ETFCOSTCostco Wholesale$624,0440.0%6260.5%Retail/WholesaleSMHVanEck Semiconductor ETF$567,496$3,068 ▼-0.5%1,4800.4%ManufacturingICVTiShares Convertible Bond ETF$540,972$305 ▲0.1%5,3150.4%ETFIUSBiShares Core Total USD Bond Market ETF$539,354$2,633 ▼-0.5%11,6770.4%ManufacturingEFViShares MSCI EAFE Value ETF$503,447$35,020 ▼-6.5%6,7710.4%ETFVALUED ADVISERS TR$501,721$26,606 ▲5.6%19,6680.4%REGAN FLTG RATEFRDMFreedom 100 Emerging Markets ETF$500,224$101,979 ▼-16.9%9,1530.4%ETFXOMExxonMobil$458,342$2,375 ▲0.5%2,7020.3%EnergyOXYOccidental Petroleum$432,2500.0%6,6500.3%EnergyCVXChevron$386,285$2,483 ▲0.6%1,8670.3%EnergyMETAMeta Platforms$380,816$4,574 ▲1.2%6660.3%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$370,649$13,954 ▼-3.6%2,7890.3%ETFTSLATesla$361,341$18,588 ▲5.4%9720.3%Auto/Tires/TrucksABBVAbbVie$350,265$653 ▲0.2%1,6100.3%MedicalGEGE Aerospace$349,369$284 ▲0.1%1,2310.3%AerospaceWALMART INC$348,574$124 ▲0.0%2,8050.3%COMVGTVanguard Information Technology ETF$341,1850.0%4890.2%ETFBELPOINTE PREP LLC$329,1480.0%6,1870.2%UNIT RP LTD LB AAVGOBroadcom$312,024$3,095 ▼-1.0%1,0080.2%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$307,016$28,790 ▼-8.6%3,9030.2%ManufacturingGE VERNOVA INC$302,537$872 ▲0.3%3470.2%COMEFGiShares MSCI EAFE Growth ETF$299,928$25,504 ▼-7.8%2,6930.2%ETFBPBP$292,072$3,102 ▲1.1%6,2140.2%EnergyPGProcter & Gamble$291,516$3,900 ▼-1.3%2,0180.2%Consumer StaplesMOAltria Group$291,375$4,488 ▲1.6%4,4150.2%Consumer StaplesSPYVSPDR Portfolio S&P 500 Value ETF$284,800$5,092 ▼-1.8%5,0340.2%ETFSPYSPDR S&P 500 ETF Trust$281,543$14,305 ▼-4.8%4330.2%FinanceDIMENSIONAL ETF TRUST$259,9390.0%5,1260.2%ULTRASHORT FIXEDABTAbbott Laboratories$258,910$1,027 ▼-0.4%2,5220.2%MedicalCATCaterpillar$258,5880.0%3650.2%IndustrialsIBMInternational Business Machines$257,825$969 ▲0.4%1,0640.2%Computer and TechnologyFCXFreeport-McMoRan$254,895$17,518 ▼-6.4%4,3360.2%Basic MaterialsSPYGSPDR Portfolio S&P 500 Growth ETF$248,031$24,088 ▼-8.9%2,5330.2%ETFDFCFDimensional Core Fixed Income ETF$244,7070.0%5,7960.2%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$240,146$38,721 ▼-13.9%7,8020.2%ETFJNJJohnson & Johnson$240,048$733 ▲0.3%9820.2%MedicalGOOGAlphabet$238,094$1,147 ▼-0.5%8300.2%Computer and TechnologyQQQInvesco QQQ$237,176$43,857 ▼-15.6%4110.2%FinanceBINCiShares Flexible Income Active ETF$234,814$13,501 ▼-5.4%4,5220.2%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$233,025$81 ▲0.0%5,7540.2%ETFIVEiShares S&P 500 Value ETF$228,119$27,036 ▼-10.6%1,0800.2%ETFORCLOracle$227,726$73,408 ▲47.6%1,5480.2%Computer and TechnologyJPMJPMorgan Chase & Co.$217,309$9,410 ▼-4.2%7390.2%FinanceBED BATH & BEYOND INC$120,6400.0%26,0000.1%COMTMCTMC the metals$46,9520.0%10,0540.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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