Lane Brothers & Co Inc holds a focused book of 95 reported positions worth $152.9M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened JPM Interntl Value ETF and trimmed JPMorgan Ultra-Short Income. Their largest long position is JPMorgan Ultra-Short Income at 11% of the reported non-option book. Cloning the disclosed picks since 2026 would be +8% (+15.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Lane Brothers & Co Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Lane Brothers & Co Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 8 / 80 | $161.4M |
| Swiss Re Ltd | 26 / 80 | $1.0B |
| Agave Capital Management Ltd | 8 / 80 | $793.3M |
| Draper Asset Management, LLC | 8 / 80 | $169.9M |
| Copos Capital B.V. | 14 / 80 | $623.4M |
| 9823 Capital, L.P. | 8 / 80 | $122.3M |
| Emerald Advisors, LLC | 30 / 80 | $656.7M |
| Hoey Investments, Inc | 36 / 80 | $615.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Lane Brothers & Co Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $17.3M | 341.7K | 11.3% | ▼−2.7% Reduced · −9K sh | |
| 2 | Vaneck ETF Trust IG FLOA RATE ETF | $17.2M | 670.6K | 11.2% | ▲+7.8% Added · +49K sh | |
| 3 | American Centy ETF TR US EQT ETF | $9.7M | 75.8K | 6.3% | ▲+82% Added · +34K sh | |
| 4 | American Centy ETF TR INTL EQT ETF | $9.7M | 108.8K | 6.3% | ▲+20% Added · +18K sh | |
| 5 | Invesco Actively Managed Exc S&P 500 EQUA ETF | $8.0M | 149.4K | 5.2% | ▲+15% Added · +19K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $6.7M | 8.9K | 4.4% | ▼−7.1% Reduced · −680 sh | |
| 7 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $5.8M | 80.9K | 3.8% | ▼−28% Reduced · −31K sh | |
| 8 | Simplify Exchange Traded Fun TREASURY OPT INC | $4.1M | 175.2K | 2.7% | ▲+161% Added · +108K sh | |
| 9 | Ishares TR US INFRASTRUC | $3.9M | 61.6K | 2.5% | ▼−9.8% Reduced · −7K sh | |
| 10 | Global X FDS US INFR DEV ETF | $3.8M | 64.9K | 2.5% | ▼−6.2% Reduced · −4K sh | |
| 11 | Nvidia Corporation COM | $3.7M | 18.6K | 2.4% | ▼−1.2% Reduced · −232 sh | |
| 12 | First TR Exchange Traded FD RBA INDL ETF | $3.3M | 24.8K | 2.2% | ▼−7.3% Reduced · −2K sh | |
| 13 | American Centy ETF TR US QUALITY GROW | $3.1M | 25.9K | 2.0% | ▼−61% Reduced · −40K sh | |
| 14 | SPDR Series Trust ST STR PR SP1500 | $2.6M | 29.1K | 1.7% | ▼−11% Reduced · −4K sh | |
| 15 | Apple Inc COM | $2.5M | 8.8K | 1.7% | ▲+11% Added · +840 sh | |
| 16 | Legg Mason ETF Invt FRANKLIN INTL LW | $2.4M | 58.3K | 1.5% | ▲+1.0% Added · +574 sh | |
| 17 | Franklin Templeton ETF TR INTL COR DIV TIL | $2.3M | 53.7K | 1.5% | ▼−2.7% Reduced · −2K sh | |
| 18 | Cambria ETF TR CAMBRIA FGN SHR | $2.1M | 58.6K | 1.4% | ▼−2.5% Reduced · −2K sh | |
| 19 | SPDR Series Trust ST STR SP METAL | $2.0M | 19.0K | 1.3% | ▼−13% Reduced · −3K sh | |
| 20 | Select Sector SPDR TR ST STR ENERG ETF | $2.0M | 37.9K | 1.3% | ▼−1.7% Reduced · −657 sh | |
| 21 | Select Sector SPDR TR ST STR UTIL ETF | $2.0M | 43.5K | 1.3% | ▲+0.2% Added · +76 sh | |
| 22 | J P Morgan Exchange Traded F INTRNL RES EQT | $1.9M | 23.3K | 1.3% | ▲+4.0% Added · +885 sh | |
| 23 | Vanguard Index FDS TOTAL STK MKT | $1.9M | 5.0K | 1.2% | —Held | |
| 24 | Ishares TR FLTG RATE NT ETF | $1.6M | 31.9K | 1.1% | ▲+13% Added · +4K sh | |
| 25 | Microsoft Corp COM | $1.4M | 3.9K | 0.9% | ▼−0.9% Reduced · −36 sh | |
| 26 | Ishares TR U.S. TECH ETF | $1.2M | 4.7K | 0.8% | ▼−4.3% Reduced · −208 sh | |
| 27 | BlackRock ETF Trust ISHARES US EQUIT | $1.1M | 15.6K | 0.7% | ▼−2.9% Reduced · −469 sh | |
| 28 | Alphabet Inc CAP STK CL A | $978K | 2.7K | 0.6% | ▲+0.2% Added · +5 sh | |
| 29 | Vaneck ETF Trust SEMICONDUCTR ETF | $963K | 1.5K | 0.6% | ▼−0.8% Reduced · −12 sh | |
| 30 | Ishares TR MSCI USA QLT FCT | $940K | 4.3K | 0.6% | ▼−6.2% Reduced · −285 sh | |
| 31 | Ishares TR S&P 500 GRWT ETF | $883K | 6.4K | 0.6% | ▼−3.5% Reduced · −235 sh | |
| 32 | Unilever PLC SPON ADR NEW | $880K | 14.6K | 0.6% | ▲+0.2% Added · +24 sh | |
| 33 | Ishares U S ETF TR SHOR DURA BD ETF | $865K | 17.1K | 0.6% | ▼−3.4% Reduced · −606 sh | |
| 34 | Vanguard Index FDS GROWTH ETF | $850K | 9.9K | 0.6% | ▲+500% Added · +8K sh | |
| 35 | Amazon Com Inc COM | $847K | 3.6K | 0.6% | ▼−0.7% Reduced · −25 sh | |
| 36 | Wells Fargo & Co COM | $817K | 9.9K | 0.5% | ▲+4.1% Added · +389 sh | |
| 37 | SPDR Index SHS FDS ST STR PO EX ETF | $738K | 14.6K | 0.5% | ▼−1.3% Reduced · −196 sh | |
| 38 | Vanguard Star FDS VG TL INTL STK F | $732K | 8.6K | 0.5% | —Held | |
| 39 | SPDR Series Trust ST STR P500ETF | $690K | 7.9K | 0.5% | ▼−21% Reduced · −2K sh | |
| 40 | Ishares TR CONV BD ETF | $646K | 5.3K | 0.4% | ▼−0.1% Reduced · −7 sh | |
| 41 | Ea Series Trust FREEDOM 100 EM | $624K | 8.6K | 0.4% | ▼−6.5% Reduced · −595 sh | |
| 42 | Costco Wholesale Corporation COM | $609K | 651 | 0.4% | ▲+4.0% Added · +25 sh | |
| 43 | J P Morgan Exchange Traded F JPMORGAN INTL VL | $598K | 6.5K | 0.4% | ▲New New position | |
| 44 | Financial Invs TR CORE NAT RES ETF | $593K | 15.9K | 0.4% | ▲New New position | |
| 45 | Ishares U S ETF TR GSCI CMDTY STGY | $577K | 19.0K | 0.4% | ▲New New position | |
| 46 | Simplify Exchange Traded Fun COMM ST NO K ETF | $552K | 18.6K | 0.4% | ▲New New position | |
| 47 | Tesla Inc COM | $549K | 1.3K | 0.4% | ▲+34% Added · +333 sh | |
| 48 | Select Sector SPDR TR ST STR TECHN ETF | $528K | 2.8K | 0.3% | ▼−0.6% Reduced · −18 sh | |
| 49 | Advanced Micro Devices Inc COM | $518K | 891 | 0.3% | ▲New New position | |
| 50 | Ishares TR EAFE VALUE ETF | $499K | 6.5K | 0.3% | ▼−3.8% Reduced · −254 sh |
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Use Arkolith to show LANE BROTHERS & CO INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.