Sponsored

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

Currently, LANE BROTHERS & CO INC holds 95 types of securities in its portfolio with a total value $152.9M. In the most recent quarter, they have increased their positions in AVUS (+34.0K shares, valued at $4.4M), BUCK (+108.0K shares, valued at $2.5M), AVDE (+18.2K shares, valued at $1.6M); decreased their positions in QGRO (-40.2K shares, valued at $4.7M), VEA (-30.9K shares, valued at $2.2M), N/A (-680 shares, valued at $509.3K); initiated new positions in JIVE (+6.5K shares, valued at $597.5K), CCNR (+15.9K shares, valued at $593.3K), COMT (+19.0K shares, valued at $576.6K).

1M P&L

+739.3K+0.54%

3M P&L

+3.6M+2.69%

HY P&L

+3.1M+2.29%

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/A121.4M

87.8%

2Semiconductors4.2M

3.1%

3Consumer Electronics2.5M

1.8%

Top Industries by Stock Count

1N/A56 stocks

69.1%

2Semiconductors2 stocks

2.5%

3Internet Content & Information2 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPST J P MORGAN EXCHANGE TRADED F341.7K shares-2.66%2026-06-302026-08-05

FLTR VANECK ETF TRUST670.6K shares7.84%2026-06-302026-08-05

AVUS AMERICAN CENTY ETF TR75.8K shares81.59%2026-06-302026-08-05

AVDE AMERICAN CENTY ETF TR108.8K shares20.08%2026-06-302026-08-05

RSPA INVESCO ACTIVELY MANAGED EXC149.4K shares14.90%2026-06-302026-08-05

ISHARES TR ISHARES TR8.9K shares-7.09%2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS80.9K shares-27.63%2026-06-302026-08-05

BUCK SIMPLIFY EXCHANGE TRADED FUN175.2K shares160.86%2026-06-302026-08-05

Sponsored

IFRA ISHARES TR61.6K shares-9.79%2026-06-302026-08-05

PAVE GLOBAL X FDS64.9K shares-6.24%2026-06-302026-08-05

NVDA NVIDIA CORPORATION18.6K shares-1.23%2026-06-302026-08-05

AIRR FIRST TR EXCHANGE TRADED FD24.8K shares-7.26%2026-06-302026-08-05

QGRO AMERICAN CENTY ETF TR25.9K shares-60.75%2026-06-302026-08-05

SPTM SPDR SERIES TRUST29.1K shares-10.91%2026-06-302026-08-05

AAPL APPLE INC8.8K shares10.58%2026-06-302026-08-05

LVHI LEGG MASON ETF INVT58.3K shares0.99%2026-06-302026-08-05

Sponsored

DIVI FRANKLIN TEMPLETON ETF TR53.7K shares-2.75%2026-06-302026-08-05

FYLD CAMBRIA ETF TR58.6K shares-2.53%2026-06-302026-08-05

XME SPDR SERIES TRUST19.0K shares-12.53%2026-06-302026-08-05

XLE SELECT SECTOR SPDR TR37.9K shares-1.71%2026-06-302026-08-05

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR43.5K shares0.17%2026-06-302026-08-05

JIRE J P MORGAN EXCHANGE TRADED F23.3K shares3.95%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS5.0K shares0.00%2026-06-302026-08-05

FLOT ISHARES TR31.9K shares13.41%2026-06-302026-08-05

Sponsored

MSFT MICROSOFT CORP3.9K shares-0.92%2026-06-302026-08-05

IYW ISHARES TR4.7K shares-4.25%2026-06-302026-08-05

DYNF BLACKROCK ETF TRUST15.6K shares-2.91%2026-06-302026-08-05

GOOGL ALPHABET INC2.7K shares0.18%2026-06-302026-08-05

SMH VANECK ETF TRUST1.5K shares-0.81%2026-06-302026-08-05

QUAL ISHARES TR4.3K shares-6.24%2026-06-302026-08-05

IVW ISHARES TR6.4K shares-3.53%2026-06-302026-08-05

UL UNILEVER PLC14.6K shares0.16%2026-06-302026-08-05

Sponsored

NEAR ISHARES U S ETF TR17.1K shares-3.43%2026-06-302026-08-05

VUG VANGUARD INDEX FDS9.9K shares500.37%2026-06-302026-08-05

AMZN AMAZON COM INC3.6K shares-0.70%2026-06-302026-08-05

WFC WELLS FARGO & CO9.9K shares4.09%2026-06-302026-08-05

SPDW SPDR INDEX SHS FDS14.6K shares-1.32%2026-06-302026-08-05

VXUS VANGUARD STAR FDS8.6K shares0.00%2026-06-302026-08-05

SPDR SERIES TRUST SPDR SERIES TRUST7.9K shares-20.82%2026-06-302026-08-05

ICVT ISHARES TR5.3K shares-0.13%2026-06-302026-08-05

Sponsored

FRDM EA SERIES TRUST8.6K shares-6.50%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION651 shares3.99%2026-06-302026-08-05

JIVE J P MORGAN EXCHANGE TRADED F6.5K sharesnew addition2026-06-302026-08-05

CCNR FINANCIAL INVS TR15.9K sharesnew addition2026-06-302026-08-05

COMT ISHARES U S ETF TR19.0K sharesnew addition2026-06-302026-08-05

HARD SIMPLIFY EXCHANGE TRADED FUN18.6K sharesnew addition2026-06-302026-08-05

TSLA TESLA INC1.3K shares34.26%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR2.8K shares-0.65%2026-06-302026-08-05

Sponsored

AMD ADVANCED MICRO DEVICES INC891 sharesnew addition2026-06-302026-08-05

EFV ISHARES TR6.5K shares-3.75%2026-06-302026-08-05

VGT VANGUARD WORLD FD3.9K shares700.00%2026-06-302026-08-05

GE GE AEROSPACE1.1K shares-8.77%2026-06-302026-08-05

IUSB ISHARES TR8.9K shares-23.93%2026-06-302026-08-05

GEV GE VERNOVA INC347 shares0.00%2026-06-302026-08-05

ABBVIE INC ABBVIE INC1.6K shares0.31%2026-06-302026-08-05

CAT CATERPILLAR INC365 shares0.00%2026-06-302026-08-05

Sponsored

EMXC ISHARES INC3.8K shares-3.69%2026-06-302026-08-05

BROADCOM INC BROADCOM INC1.0K shares0.00%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC676 shares1.50%2026-06-302026-08-05

MBSF VALUED ADVISERS TR14.7K shares-25.13%2026-06-302026-08-05

ORACLE CORP ORACLE CORP2.5K shares63.11%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP2.7K shares-1.33%2026-06-302026-08-05

MO ALTRIA GROUP INC4.5K shares2.42%2026-06-302026-08-05

WMT WALMART INC2.8K shares0.04%2026-06-302026-08-05

Sponsored

EFG ISHARES TR2.6K shares-5.27%2026-06-302026-08-05

CVX CHEVRON CORPORATION1.8K shares-1.12%2026-06-302026-08-05

FTXL FIRST TR EXCHANGE TRADED FD1.1K sharesnew addition2026-06-302026-08-05

SPYG SPDR SERIES TRUST2.5K shares0.08%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.28%2026-06-302026-08-05

PG PROCTER & GAMBLE CO2.0K shares0.15%2026-06-302026-08-05

GOOG ALPHABET INC833 shares0.36%2026-06-302026-08-05

SPYV SPDR SERIES TRUST4.8K shares-5.05%2026-06-302026-08-05

Sponsored

OZ BELPOINTE PREP LLC6.2K shares0.00%2026-06-302026-08-05

OXY OCCIDENTAL PETE CORP5.5K shares-18.05%2026-06-302026-08-05

DUSB DIMENSIONAL ETF TRUST5.1K shares0.00%2026-06-302026-08-05

FREEPORT MCMORAN INC FREEPORT MCMORAN INC4.1K shares-4.57%2026-06-302026-08-05

QQQ INVESCO QQQ TR352 shares-14.36%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON985 shares0.31%2026-06-302026-08-05

DFCF DIMENSIONAL ETF TRUST5.8K shares0.00%2026-06-302026-08-05

PFIX SIMPLIFY EXCHANGE TRADED FUN5.6K sharesnew addition2026-06-302026-08-05

Sponsored

IVE ISHARES TR1.1K shares-1.30%2026-06-302026-08-05

TYA SIMPLIFY EXCHANGE TRADED FUN18.9K sharesnew addition2026-06-302026-08-05

FLRN SPDR SERIES TRUST7.8K shares0.00%2026-06-302026-08-05

RFIX SIMPLIFY EXCHANGE TRADED FUN6.1K sharesnew addition2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T318 shares-26.56%2026-06-302026-08-05

BP BP PLC6.3K shares1.34%2026-06-302026-08-05

BINC BLACKROCK ETF TRUST II4.4K shares-3.16%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO696 shares-5.82%2026-06-302026-08-05

Sponsored

ABT ABBOTT LABORATORIES2.5K shares-1.51%2026-06-302026-08-05

DE DEERE & CO342 sharesnew addition2026-06-302026-08-05

SPHY SPDR SERIES TRUST8.7K sharesnew addition2026-06-302026-08-05

ULST SSGA ACTIVE ETF TR5.0K shares-12.69%2026-06-302026-08-05

LECO LINCOLN ELEC HLDGS INC763 sharesnew addition2026-06-302026-08-05

BBBY BED BATH & BEYOND INC26.5K shares1.92%2026-06-302026-08-05

AGNC INVT CORP AGNC INVT CORP12.5K sharesnew addition2026-06-302026-08-05

JPST

J P MORGAN EXCHANGE TRADED F

-2.66%

Shares341.7K

Event2026-06-30

Filed2026-08-05

FLTR

VANECK ETF TRUST

7.84%

Shares670.6K

Event2026-06-30

Filed2026-08-05

AVUS

AMERICAN CENTY ETF TR

81.59%

Shares75.8K

Event2026-06-30

Filed2026-08-05

AVDE

AMERICAN CENTY ETF TR

20.08%

Shares108.8K

Event2026-06-30

Filed2026-08-05

RSPA

INVESCO ACTIVELY MANAGED EXC

14.90%

Shares149.4K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-7.09%

Shares8.9K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

-27.63%

Shares80.9K

Event2026-06-30

Filed2026-08-05

BUCK

SIMPLIFY EXCHANGE TRADED FUN

160.86%

Shares175.2K

Event2026-06-30

Filed2026-08-05

IFRA

ISHARES TR

-9.79%

Shares61.6K

Event2026-06-30

Filed2026-08-05

PAVE

GLOBAL X FDS

-6.24%

Shares64.9K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

-1.23%

Shares18.6K

Event2026-06-30

Filed2026-08-05

AIRR

FIRST TR EXCHANGE TRADED FD

-7.26%

Shares24.8K

Event2026-06-30

Filed2026-08-05

QGRO

AMERICAN CENTY ETF TR

-60.75%

Shares25.9K

Event2026-06-30

Filed2026-08-05

SPTM

SPDR SERIES TRUST

-10.91%

Shares29.1K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

10.58%

Shares8.8K

Event2026-06-30

Filed2026-08-05

LVHI

LEGG MASON ETF INVT

0.99%

Shares58.3K

Event2026-06-30

Filed2026-08-05

DIVI

FRANKLIN TEMPLETON ETF TR

-2.75%

Shares53.7K

Event2026-06-30

Filed2026-08-05

FYLD

CAMBRIA ETF TR

-2.53%

Shares58.6K

Event2026-06-30

Filed2026-08-05

XME

SPDR SERIES TRUST

-12.53%

Shares19.0K

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR

-1.71%

Shares37.9K

Event2026-06-30

Filed2026-08-05

SELECT SECTOR SPDR TR

0.17%

Shares43.5K

Event2026-06-30

Filed2026-08-05

JIRE

J P MORGAN EXCHANGE TRADED F

3.95%

Shares23.3K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-05

FLOT

ISHARES TR

13.41%

Shares31.9K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

-0.92%

Shares3.9K

Event2026-06-30

Filed2026-08-05

IYW

ISHARES TR

-4.25%

Shares4.7K

Event2026-06-30

Filed2026-08-05

DYNF

BLACKROCK ETF TRUST

-2.91%

Shares15.6K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

0.18%

Shares2.7K

Event2026-06-30

Filed2026-08-05

SMH

VANECK ETF TRUST

-0.81%

Shares1.5K

Event2026-06-30

Filed2026-08-05

QUAL

ISHARES TR

-6.24%

Shares4.3K

Event2026-06-30

Filed2026-08-05

IVW

ISHARES TR

-3.53%

Shares6.4K

Event2026-06-30

Filed2026-08-05

UNILEVER PLC

0.16%

Shares14.6K

Event2026-06-30

Filed2026-08-05

NEAR

ISHARES U S ETF TR

-3.43%

Shares17.1K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

500.37%

Shares9.9K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

-0.70%

Shares3.6K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO

4.09%

Shares9.9K

Event2026-06-30

Filed2026-08-05

SPDW

SPDR INDEX SHS FDS

-1.32%

Shares14.6K

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD STAR FDS

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-05

SPDR SERIES TRUST

-20.82%

Shares7.9K

Event2026-06-30

Filed2026-08-05

ICVT

ISHARES TR

-0.13%

Shares5.3K

Event2026-06-30

Filed2026-08-05

FRDM

EA SERIES TRUST

-6.50%

Shares8.6K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

3.99%

Shares651

Event2026-06-30

Filed2026-08-05

JIVE

J P MORGAN EXCHANGE TRADED F

New

Shares6.5K

Event2026-06-30

Filed2026-08-05

CCNR

FINANCIAL INVS TR

New

Shares15.9K

Event2026-06-30

Filed2026-08-05

COMT

ISHARES U S ETF TR

New

Shares19.0K

Event2026-06-30

Filed2026-08-05

HARD

SIMPLIFY EXCHANGE TRADED FUN

New

Shares18.6K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

34.26%

Shares1.3K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

-0.65%

Shares2.8K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

New

Shares891

Event2026-06-30

Filed2026-08-05

EFV

ISHARES TR

-3.75%

Shares6.5K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

700.00%

Shares3.9K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE

-8.77%

Shares1.1K

Event2026-06-30

Filed2026-08-05

IUSB

ISHARES TR

-23.93%

Shares8.9K

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC

0.00%

Shares347

Event2026-06-30

Filed2026-08-05

ABBVIE INC

0.31%

Shares1.6K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

0.00%

Shares365

Event2026-06-30

Filed2026-08-05

EMXC

ISHARES INC

-3.69%

Shares3.8K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

1.50%

Shares676

Event2026-06-30

Filed2026-08-05

MBSF

VALUED ADVISERS TR

-25.13%

Shares14.7K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

63.11%

Shares2.5K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

-1.33%

Shares2.7K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC

2.42%

Shares4.5K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

0.04%

Shares2.8K

Event2026-06-30

Filed2026-08-05

EFG

ISHARES TR

-5.27%

Shares2.6K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

-1.12%

Shares1.8K

Event2026-06-30

Filed2026-08-05

FTXL

FIRST TR EXCHANGE TRADED FD

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

SPYG

SPDR SERIES TRUST

0.08%

Shares2.5K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

0.28%

Shares1.1K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

0.15%

Shares2.0K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

0.36%

Shares833

Event2026-06-30

Filed2026-08-05

SPYV

SPDR SERIES TRUST

-5.05%

Shares4.8K

Event2026-06-30

Filed2026-08-05

BELPOINTE PREP LLC

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-05

OXY

OCCIDENTAL PETE CORP

-18.05%

Shares5.5K

Event2026-06-30

Filed2026-08-05

DUSB

DIMENSIONAL ETF TRUST

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-05

FREEPORT MCMORAN INC

-4.57%

Shares4.1K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

-14.36%

Shares352

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

0.31%

Shares985

Event2026-06-30

Filed2026-08-05

DFCF

DIMENSIONAL ETF TRUST

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-05

PFIX

SIMPLIFY EXCHANGE TRADED FUN

New

Shares5.6K

Event2026-06-30

Filed2026-08-05

IVE

ISHARES TR

-1.30%

Shares1.1K

Event2026-06-30

Filed2026-08-05

TYA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares18.9K

Event2026-06-30

Filed2026-08-05

FLRN

SPDR SERIES TRUST

0.00%

Shares7.8K

Event2026-06-30

Filed2026-08-05

RFIX

SIMPLIFY EXCHANGE TRADED FUN

New

Shares6.1K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

-26.56%

Shares318

Event2026-06-30

Filed2026-08-05

BP PLC

1.34%

Shares6.3K

Event2026-06-30

Filed2026-08-05

BINC

BLACKROCK ETF TRUST II

-3.16%

Shares4.4K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

-5.82%

Shares696

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

-1.51%

Shares2.5K

Event2026-06-30

Filed2026-08-05

DEERE & CO

New

Shares342

Event2026-06-30

Filed2026-08-05

SPHY

SPDR SERIES TRUST

New

Shares8.7K

Event2026-06-30

Filed2026-08-05

ULST

SSGA ACTIVE ETF TR

-12.69%

Shares5.0K

Event2026-06-30

Filed2026-08-05

LECO

LINCOLN ELEC HLDGS INC

New

Shares763

Event2026-06-30

Filed2026-08-05

BBBY

BED BATH & BEYOND INC

1.92%

Shares26.5K

Event2026-06-30

Filed2026-08-05

AGNC INVT CORP

New

Shares12.5K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available