LANE BROTHERS & CO INC
CIK: 1177416SEC EDGAR →
Portfolio Value
$92.3B
Holdings
83
As of
Q1 2026
New Positions
83
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 351,003 | $17.8B | 19.26% |
| 2 | VANECK ETF TRUST | 621,858 | $15.8B | 17.18% |
| 3 | AMERICAN CENTY ETF TR | 90,574 | $7.7B | 8.33% |
| 4 | VANGUARD TAX-MANAGED FDS | 111,845 | $7.2B | 7.77% |
| 5 | INVESCO ACTIVELY MANAGED EXC | 130,067 | $6.5B | 7.05% |
| 6 | ISHARES TR | 68,326 | $3.9B | 4.24% |
| 7 | GLOBAL X FDS | 69,248 | $3.5B | 3.81% |
| 8 | SPDR SERIES TRUST | 32,716 | $2.6B | 2.80% |
| 9 | SELECT SECTOR SPDR TR | 38,523 | $2.4B | 2.56% |
| 10 | LEGG MASON ETF INVT | 57,708 | $2.3B | 2.54% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $86.1B | 93.4% |
| Unknown | 3 | $3.6B | 3.9% |
| Consumer Defensive | 5 | $1.1B | 1.2% |
| Energy | 4 | $725.2M | 0.8% |
| Real Estate | 1 | $329.1M | 0.4% |
| Basic Materials | 2 | $301.8M | 0.3% |
| Technology | 6 | $7.5M | 0.0% |
| Communication Services | 3 | $1.4M | 0.0% |
| Consumer Cyclical | 2 | $1.1M | 0.0% |
| Healthcare | 3 | $849K | 0.0% |
| Industrials | 2 | $608K | 0.0% |
| Utilities | 1 | $303K | 0.0% |