LANE BROTHERS & CO INC: 13F holdings
CIK 11774162026Q2
| Positions | 95 |
|---|---|
| Reported value | $152.9m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| JPST J P MORGAN EXCHANGE TRADED F | 341,660 | $17.3m | 11.3% |
| FLTR VANECK ETF TRUST | 670,630 | $17.2m | 11.2% |
| AVUS AMERICAN CENTY ETF TR | 75,752 | $9.7m | 6.3% |
| AVDE AMERICAN CENTY ETF TR | 108,759 | $9.7m | 6.3% |
| INVESCO ACTIVELY MANAGED EXC | 149,447 | $8.0m | 5.2% |
| IVV ISHARES TR | 8,907 | $6.7m | 4.4% |
| VEA VANGUARD TAX-MANAGED FDS | 80,939 | $5.8m | 3.8% |
| SIMPLIFY EXCHANGE TRADED FUN | 175,178 | $4.1m | 2.7% |
| EEM ISHARES TR | 61,640 | $3.9m | 2.5% |
| PAVE GLOBAL X FDS | 64,929 | $3.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1177416")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.