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LANE BROTHERS & CO INC
Updated 3 days agoManaged by Lane Brothers & Co Inc • Latest filing Q3 2026
Portfolio value
$99.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $138.2M |
| Q1 2026 | $137.2M |
| Q2 2026 | $152.9M |
| Q3 2026 | $99.1M |
Top holdings
56 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $13.8M | 274.3K | 13.95% | — | |
| 2 | $13.2M | 516.2K | 13.33% | — | |
| 3 | ? N/A AMERICAN CENTY ETF TR | $7.9M | 87.9K | 7.99% | — |
| 4 | ? N/A AMERICAN CENTY ETF TR | $6.8M | 52.9K | 6.84% | — |
| 5 | ? N/A INVESCO ACTIVELY MANAGED EXC | $5.9M | 115.3K | 6.00% | — |
| 6 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $5M | 218.1K | 5.08% | — |
| 7 | $3.5M | 49.9K | 3.56% | — | |
| 8 | $3.4M | 14.9K | 3.43% | — | |
| 9 | ? N/A GLOBAL X FDS | $2.3M | 43.0K | 2.28% | — |
| 10 | $2.2M | 6.5K | 2.20% | — | |
| 11 | $2.1M | 51.0K | 2.15% | — | |
| 12 | $2M | 36.9K | 2.05% | — | |
| 13 | $2M | 19.3K | 2.01% | — | |
| 14 | ? N/A CAMBRIA ETF TR | $2M | 50.1K | 2.00% | — |
| 15 | $2M | 46.1K | 1.98% | — | |
| 16 | $1.9M | 30.5K | 1.89% | — | |
| 17 | $1.7M | 4.6K | 1.75% | — | |
| 18 | $1.7M | 16.4K | 1.71% | — | |
| 19 | $1.7M | 20.5K | 1.70% | — | |
| 20 | $1.4M | 35.1K | 1.40% | — |