LANE BROTHERS & CO INC
Q4 2025 Form 13-F
PRESCOTT, ARIZONA
CIK 0001177416
· CRD 105968
· SEC-registered investment adviser
$138.2M Reported Value Total
LANE BROTHERS INVESTMENT COUNSEL reports 877 total accounts under management (AUM). There are 877 discretionary accounts valued at $192,562,450, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
4 funds
· $6.5M gross asset value
Real Estate Fund: $4.6M · Other: $1.9M
Source: Form ADV filed 2026-10-26
Reported value
$138.2M
Quarter over quarter
0.0%
Holdings
83
Top-10 concentration
58.7%
Key People
Form ADV owners & control persons
Kevin Patrick Lane
PRESIDENT/CEO
Joseph Michael Allen
SHAREHOLDER
Megan Kema Lane
CCO, SHAREHOLDER
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Q4 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | March 13, 2026 |
| Form | 13F-HR |
| Reported value | $138.2M |
| Positions | 83 |
| Change in reported value | First reported quarter |
| Top-10 concentration | 58.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 2, 2026
|
56 | $99.1M |
|
Q2 2026 13F
Filed Aug 5, 2026
|
95 | $152.9M |
|
Q1 2026 13F
Filed May 5, 2026
|
83 | $137.2M |
|
Q4 2025 13F
Filed Mar 13, 2026
|
83 | $138.2M |
Top 20 holdings · Q4 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | JPST J P MORGAN EXCHANGE TRADED F | $16.8M | 12.15% |
| 2 | FLTR VANECK ETF TRUST | $15.0M | 10.86% |
| 3 | QGRO AMERICAN CENTY ETF TR | $8.9M | 6.46% |
| 4 | AVDE AMERICAN CENTY ETF TR | $7.6M | 5.54% |
| 5 | VEA VANGUARD TAX-MANAGED FDS | $7.1M | 5.16% |
| 6 | IVV ISHARES TR | $7.1M | 5.16% |
| 7 | RSPA INVESCO ACTIVELY MANAGED EXC | $6.0M | 4.36% |
| 8 | AVUS AMERICAN CENTY ETF TR | $5.2M | 3.73% |
| 9 | IFRA ISHARES TR | $3.7M | 2.69% |
| 10 | PAVE GLOBAL X FDS | $3.6M | 2.57% |
| 11 | NVDA NVIDIA CORPORATION | $3.5M | 2.56% |
| 12 | AIRR FIRST TR EXCHANGE TRADED FD | $3.1M | 2.22% |
| 13 | SPTM SPDR SERIES TRUST | $3.1M | 2.22% |
| 14 | AAPL APPLE INC | $2.1M | 1.52% |
| 15 | DIVI FRANKLIN TEMPLETON ETF TR | $2.1M | 1.49% |
| 16 | XME SPDR SERIES TRUST | $2.1M | 1.49% |
| 17 | LVHI LEGG MASON ETF INVT | $2.0M | 1.45% |
| 18 | MSFT MICROSOFT CORP | $1.9M | 1.38% |
| 19 | FYLD CAMBRIA ETF TR | $1.9M | 1.35% |
| 20 | VTI VANGUARD INDEX FDS | $1.7M | 1.22% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.