LANE BROTHERS & CO INC's Q4 2025 13F: first filing on record
Form 13F-HR for the quarter ended Dec 31, 2025 · filed Mar 13, 2026 · 83 reported positions · accession 0001177416-26-000007
What changed this quarter
There is no comparable prior filing on record, so there are no changes to show.
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 58.7% of the equity book
| # | Security | Weight now | |
|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F (JPST) | 12.2% | |
| 2 | VANECK ETF TRUST (FLTR) | 10.9% | |
| 3 | AMERICAN CENTY ETF TR (QGRO) | 6.5% | |
| 4 | AMERICAN CENTY ETF TR (AVDE) | 5.5% | |
| 5 | VANGUARD TAX-MANAGED FDS (VEA) | 5.2% | |
| 6 | ISHARES TR (IVV) | 5.2% | |
| 7 | INVESCO ACTIVELY MANAGED EXC (RSPA) | 4.4% | |
| 8 | AMERICAN CENTY ETF TR (AVUS) | 3.7% | |
| 9 | ISHARES TR (IFRA) | 2.7% | |
| 10 | GLOBAL X FDS (PAVE) | 2.6% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).