Sponsored

The Analysis of LANE BROTHERS & CO INC's Holdings & P&L

Currently, LANE BROTHERS & CO INC holds 83 types of securities in its portfolio with a total value $137.2M. In the most recent quarter, they have increased their positions in JPST (+19.1K shares, valued at $966.5K), FLTR (+33.1K shares, valued at $842.6K), RSPA (+11.8K shares, valued at $591.9K); decreased their positions in QGRO (-11.9K shares, valued at $1.2M), IVV (-813 shares, valued at $531.1K), AVUS (-4.5K shares, valued at $495.8K).

1M P&L

+527.3K+0.37%

3M P&L

+1.9M+1.35%

HY P&L

-643.9K-0.45%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A119.8M

89.1%

2Semiconductors3.3M

2.4%

3Consumer Electronics2.0M

1.5%

Top Industries by Stock Count

1N/A51 stocks

66.2%

2Oil & Gas Integrated3 stocks

3.9%

3Drug Manufacturers - General2 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPST J P MORGAN EXCHANGE TRADED F351.0K shares5.75%2026-03-312026-05-05

FLTR VANECK ETF TRUST621.9K shares5.62%2026-03-312026-05-05

AVDE AMERICAN CENTY ETF TR90.6K shares-2.52%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS111.8K shares-1.98%2026-03-312026-05-05

QGRO AMERICAN CENTY ETF TR66.1K shares-15.21%2026-03-312026-05-05

RSPA INVESCO ACTIVELY MANAGED EXC130.1K shares10.01%2026-03-312026-05-05

IVV ISHARES TR9.6K shares-7.82%2026-03-312026-05-05

AVUS AMERICAN CENTY ETF TR41.7K shares-9.66%2026-03-312026-05-05

Sponsored

IFRA ISHARES TR68.3K shares-3.44%2026-03-312026-05-05

PAVE GLOBAL X FDS69.2K shares-6.81%2026-03-312026-05-05

NVDA NVIDIA CORPORATION18.8K shares-0.54%2026-03-312026-05-05

AIRR FIRST TR EXCHANGE TRADED FD26.8K shares-14.28%2026-03-312026-05-05

SPTM SPDR SERIES TRUST32.7K shares-12.15%2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR38.5K shares13.33%2026-03-312026-05-05

XME SPDR SERIES TRUST21.7K shares9.60%2026-03-312026-05-05

LVHI LEGG MASON ETF INVT57.7K shares6.15%2026-03-312026-05-05

Sponsored

FYLD CAMBRIA ETF TR60.2K shares4.54%2026-03-312026-05-05

DIVI FRANKLIN TEMPLETON ETF TR55.2K shares4.15%2026-03-312026-05-05

AAPL APPLE INC7.9K shares2.58%2026-03-312026-05-05

XLU SELECT SECTOR SPDR TR43.5K shares14.97%2026-03-312026-05-05

JIRE J P MORGAN EXCHANGE TRADED F22.4K shares7.09%2026-03-312026-05-05

VTI VANGUARD INDEX FDS5.0K shares0.00%2026-03-312026-05-05

BUCK SIMPLIFY EXCHANGE TRADED FUN67.2K shares0.00%2026-03-312026-05-05

MSFT MICROSOFT CORP3.9K shares-0.81%2026-03-312026-05-05

Sponsored

FLOT ISHARES TR28.1K shares-6.63%2026-03-312026-05-05

DYNF BLACKROCK ETF TRUST16.1K shares-4.56%2026-03-312026-05-05

NEAR ISHARES U S ETF TR17.7K shares1.49%2026-03-312026-05-05

IYW ISHARES TR4.9K shares-3.53%2026-03-312026-05-05

QUAL ISHARES TR4.6K shares-8.01%2026-03-312026-05-05

UNILEVER PLC UNILEVER PLC14.6K shares-0.03%2026-03-312026-05-05

ALPHABET INC ALPHABET INC2.7K shares-0.04%2026-03-312026-05-05

SPYM SPDR SERIES TRUST9.9K shares-4.69%2026-03-312026-05-05

Sponsored

WFC WELLS FARGO & CO9.5K shares-0.82%2026-03-312026-05-05

IVW ISHARES TR6.7K shares-4.74%2026-03-312026-05-05

AMZN AMAZON COM INC3.6K shares-0.50%2026-03-312026-05-05

VUG VANGUARD INDEX FDS1.6K shares-6.49%2026-03-312026-05-05

SPDW SPDR INDEX SHS FDS14.8K shares-5.37%2026-03-312026-05-05

VXUS VANGUARD STAR FDS8.6K shares0.00%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION626 shares0.00%2026-03-312026-05-05

SMH VANECK ETF TRUST1.5K shares-0.54%2026-03-312026-05-05

Sponsored

ICVT ISHARES TR5.3K shares0.06%2026-03-312026-05-05

IUSB ISHARES TR11.7K shares-0.49%2026-03-312026-05-05

EFV ISHARES TR6.8K shares-6.50%2026-03-312026-05-05

MBSF VALUED ADVISERS TR19.7K shares5.60%2026-03-312026-05-05

FRDM EA SERIES TRUST9.2K shares-16.93%2026-03-312026-05-05

XOM EXXON MOBIL CORP2.7K shares0.52%2026-03-312026-05-05

OXY OCCIDENTAL PETE CORP6.7K shares0.00%2026-03-312026-05-05

CVX CHEVRON CORPORATION1.9K shares0.65%2026-03-312026-05-05

Sponsored

META META PLATFORMS INC666 shares1.22%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR2.8K shares-3.63%2026-03-312026-05-05

TSLA TESLA INC972 shares5.42%2026-03-312026-05-05

ABBV ABBVIE INC1.6K shares0.19%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE1.2K shares0.08%2026-03-312026-05-05

WMT WALMART INC2.8K shares0.04%2026-03-312026-05-05

VGT VANGUARD WORLD FD489 shares0.00%2026-03-312026-05-05

OZ BELPOINTE PREP LLC6.2K shares0.00%2026-03-312026-05-05

Sponsored

BROADCOM INC BROADCOM INC1.0K shares-0.98%2026-03-312026-05-05

EMXC ISHARES INC3.9K shares-8.57%2026-03-312026-05-05

GEV GE VERNOVA INC347 shares0.29%2026-03-312026-05-05

EFG ISHARES TR2.7K shares-7.84%2026-03-312026-05-05

BP BP PLC6.2K shares1.07%2026-03-312026-05-05

PG PROCTER & GAMBLE CO2.0K shares-1.32%2026-03-312026-05-05

MO ALTRIA GROUP INC4.4K shares1.56%2026-03-312026-05-05

SPYV SPDR SERIES TRUST5.0K shares-1.76%2026-03-312026-05-05

Sponsored

SPY STATE STR SPDR S&P 500 ETF T433 shares-4.84%2026-03-312026-05-05

DUSB DIMENSIONAL ETF TRUST5.1K shares0.00%2026-03-312026-05-05

ABT ABBOTT LABORATORIES2.5K shares-0.39%2026-03-312026-05-05

CAT CATERPILLAR INC365 shares0.00%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.38%2026-03-312026-05-05

FCX FREEPORT MCMORAN INC4.3K shares-6.43%2026-03-312026-05-05

SPYG SPDR SERIES TRUST2.5K shares-8.85%2026-03-312026-05-05

DFCF DIMENSIONAL ETF TRUST5.8K shares0.00%2026-03-312026-05-05

Sponsored

FLRN SPDR SERIES TRUST7.8K shares-13.89%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON982 shares0.31%2026-03-312026-05-05

ALPHABET INC ALPHABET INC830 shares-0.48%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR411 shares-15.61%2026-03-312026-05-05

BINC BLACKROCK ETF TRUST II4.5K shares-5.44%2026-03-312026-05-05

ULST SSGA ACTIVE ETF TR5.8K shares0.03%2026-03-312026-05-05

IVE ISHARES TR1.1K shares-10.60%2026-03-312026-05-05

ORCL ORACLE CORP1.5K shares47.57%2026-03-312026-05-05

Sponsored

JPM JPMORGAN CHASE & CO739 shares-4.15%2026-03-312026-05-05

BBBY BED BATH & BEYOND INC26.0K shares0.00%2026-03-312026-05-05

TMC TMC THE METALS COMPANY INC10.1K shares0.00%2026-03-312026-05-05

JPST

J P MORGAN EXCHANGE TRADED F

5.75%

Shares351.0K

Event2026-03-31

Filed2026-05-05

FLTR

VANECK ETF TRUST

5.62%

Shares621.9K

Event2026-03-31

Filed2026-05-05

AVDE

AMERICAN CENTY ETF TR

-2.52%

Shares90.6K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

-1.98%

Shares111.8K

Event2026-03-31

Filed2026-05-05

QGRO

AMERICAN CENTY ETF TR

-15.21%

Shares66.1K

Event2026-03-31

Filed2026-05-05

RSPA

INVESCO ACTIVELY MANAGED EXC

10.01%

Shares130.1K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

-7.82%

Shares9.6K

Event2026-03-31

Filed2026-05-05

AVUS

AMERICAN CENTY ETF TR

-9.66%

Shares41.7K

Event2026-03-31

Filed2026-05-05

IFRA

ISHARES TR

-3.44%

Shares68.3K

Event2026-03-31

Filed2026-05-05

PAVE

GLOBAL X FDS

-6.81%

Shares69.2K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-0.54%

Shares18.8K

Event2026-03-31

Filed2026-05-05

AIRR

FIRST TR EXCHANGE TRADED FD

-14.28%

Shares26.8K

Event2026-03-31

Filed2026-05-05

SPTM

SPDR SERIES TRUST

-12.15%

Shares32.7K

Event2026-03-31

Filed2026-05-05

XLE

SELECT SECTOR SPDR TR

13.33%

Shares38.5K

Event2026-03-31

Filed2026-05-05

XME

SPDR SERIES TRUST

9.60%

Shares21.7K

Event2026-03-31

Filed2026-05-05

LVHI

LEGG MASON ETF INVT

6.15%

Shares57.7K

Event2026-03-31

Filed2026-05-05

FYLD

CAMBRIA ETF TR

4.54%

Shares60.2K

Event2026-03-31

Filed2026-05-05

DIVI

FRANKLIN TEMPLETON ETF TR

4.15%

Shares55.2K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

2.58%

Shares7.9K

Event2026-03-31

Filed2026-05-05

XLU

SELECT SECTOR SPDR TR

14.97%

Shares43.5K

Event2026-03-31

Filed2026-05-05

JIRE

J P MORGAN EXCHANGE TRADED F

7.09%

Shares22.4K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-05

BUCK

SIMPLIFY EXCHANGE TRADED FUN

0.00%

Shares67.2K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-0.81%

Shares3.9K

Event2026-03-31

Filed2026-05-05

FLOT

ISHARES TR

-6.63%

Shares28.1K

Event2026-03-31

Filed2026-05-05

DYNF

BLACKROCK ETF TRUST

-4.56%

Shares16.1K

Event2026-03-31

Filed2026-05-05

NEAR

ISHARES U S ETF TR

1.49%

Shares17.7K

Event2026-03-31

Filed2026-05-05

IYW

ISHARES TR

-3.53%

Shares4.9K

Event2026-03-31

Filed2026-05-05

QUAL

ISHARES TR

-8.01%

Shares4.6K

Event2026-03-31

Filed2026-05-05

UNILEVER PLC

-0.03%

Shares14.6K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-0.04%

Shares2.7K

Event2026-03-31

Filed2026-05-05

SPYM

SPDR SERIES TRUST

-4.69%

Shares9.9K

Event2026-03-31

Filed2026-05-05

WFC

WELLS FARGO & CO

-0.82%

Shares9.5K

Event2026-03-31

Filed2026-05-05

IVW

ISHARES TR

-4.74%

Shares6.7K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-0.50%

Shares3.6K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

-6.49%

Shares1.6K

Event2026-03-31

Filed2026-05-05

SPDW

SPDR INDEX SHS FDS

-5.37%

Shares14.8K

Event2026-03-31

Filed2026-05-05

VXUS

VANGUARD STAR FDS

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares626

Event2026-03-31

Filed2026-05-05

SMH

VANECK ETF TRUST

-0.54%

Shares1.5K

Event2026-03-31

Filed2026-05-05

ICVT

ISHARES TR

0.06%

Shares5.3K

Event2026-03-31

Filed2026-05-05

IUSB

ISHARES TR

-0.49%

Shares11.7K

Event2026-03-31

Filed2026-05-05

EFV

ISHARES TR

-6.50%

Shares6.8K

Event2026-03-31

Filed2026-05-05

MBSF

VALUED ADVISERS TR

5.60%

Shares19.7K

Event2026-03-31

Filed2026-05-05

FRDM

EA SERIES TRUST

-16.93%

Shares9.2K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

0.52%

Shares2.7K

Event2026-03-31

Filed2026-05-05

OXY

OCCIDENTAL PETE CORP

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

0.65%

Shares1.9K

Event2026-03-31

Filed2026-05-05