account_balance
Investment manager · 13F filer · SEC CIK 1177416
Lane Brothers & Co Inc
Reported value$99.1Mas of Sep 30, 2026
Positions56 0 new, 39 sold out
Top 10 weight64.6%JPST alone is 14%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JPSTJ P Morgan Exchange Traded F
13.9%Trimmed −20%
FLTRVaneck ETF Trust
13.3%Trimmed −23%
AVDEAmerican Centy ETF Tr
8.0%Trimmed −19%
AVUSAmerican Centy ETF Tr
6.8%Trimmed −30%
RSPAInvesco Actively Managed Exc
6.0%Trimmed −23%
BUCKSimplify Exchange Traded Fun
5.1%Added +25%
VEAVanguard Tax-Managed FDS
3.6%Trimmed −38%
NVDANVIDIA Corp
3.4%Trimmed −20%
PAVEGlobal X FDS
2.3%
AAPLApple Inc.
2.2%
LVHILegg Mason ETF Invt
2.1%
IFRAiShares Tr
2.0%
JPSTJ P Morgan Exchange Traded F
13.9%Trimmed −20%
FLTRVaneck ETF Trust
13.3%Trimmed −23%
AVDEAmerican Centy ETF Tr
8.0%−19%
AVUSAmerican Centy ETF Tr
6.8%−30%
RSPAInvesco Actively Managed Exc
6.0%−23%
BUCKSimplify Exchange Traded Fun
5.1%
VEA3.6%
NVDA3.4%PAVE
AAPLLVHI
IFRA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JPST J P Morgan Exchange Traded F 13.9% Trimmed −20%
FLTR Vaneck ETF Trust 13.3% Trimmed −23%
AVDE American Centy ETF Tr 8.0% Trimmed −19%
AVUS American Centy ETF Tr 6.8% Trimmed −30%
RSPA Invesco Actively Managed Exc 6.0% Trimmed −23%
BUCK Simplify Exchange Traded Fun 5.1% Added +25%
VEA Vanguard Tax-Managed FDS 3.6% Trimmed −38%
NVDA NVIDIA Corp 3.4% Trimmed −20%PAVE Global X FDS 2.3% Trimmed −34%
AAPL Apple Inc. 2.2% Trimmed −26%LVHI Legg Mason ETF Invt 2.1% Trimmed −13%
IFRA iShares Tr 2.0% Trimmed −40%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- CCNR +46%
- COMT +41%
- HARD +36%
- RFIX +29%
arrow_downwardTrimmed
- QGRO −93%
- FLOT −86%
- IVV −81%
- SMH −71%
remove_circleSold out
- IYW $1.18M
- DYNF $1.06M
- QUAL $940K
- IVW $883K
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.