Lane Brothers & Co Inc holds a focused book of 83 stocks worth $137.2M as of Q1 2026 (disclosed May 5, 2026, a ~35-day 13F lag). This quarter they trimmed Avantis International Equity. Their largest long position is JPMorgan Ultra-Short Income at 13% of the equity book. Cloning the disclosed picks since 2026 would be +7% (+19.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1177416/holdings"
Use Arkolith to show LANE BROTHERS & CO INC's latest holdings, largest changes, and filing provenance.
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, ~35 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
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, no cost basis
Other tracked managers holding the same core names as Lane Brothers & Co Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 80 | $146.4B |
| LPL Financial LLC | 80 / 80 | $108.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.1B |
| MORGAN STANLEY | 79 / 80 | $527.0B |
| NewEdge Advisors, LLC | 79 / 80 | $9.1B |
| HARBOUR INVESTMENTS, INC. | 79 / 80 | $1.6B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $150.1B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $78.0B |
Ranked by how many of Lane Brothers & Co Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 | $17.8M | 351.0K | 12.9% | ▲+5.8% Added · +19K sh | |
| 2 | Vaneck ETF Trust IG FLOATING RATE | $15.8M | 621.9K | 11.5% | ▲+5.6% Added · +33K sh | |
| 3 | American Centy ETF TR INTL EQT ETF | $7.7M | 90.6K | 5.6% | ▼−2.5% Reduced · −2K sh | |
| 4 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.2M | 111.8K | 5.2% | ▼−2.0% Reduced · −2K sh | |
| 5 | American Centy ETF TR US QUALITY GROW | $6.9M | 66.1K | 5.1% | ▼−15% Reduced · −12K sh | |
| 6 | Invesco Actively Managed Exc S&P 500 EQUAL WE | $6.5M | 130.1K | 4.7% | ▲+10% Added · +12K sh | |
| 7 | Ishares TR CORE S&P500 ETF | $6.3M | 9.6K | 4.6% | ▼−7.8% Reduced · −813 sh | |
| 8 | American Centy ETF TR US EQT ETF | $4.6M | 41.7K | 3.4% | ▼−9.7% Reduced · −4K sh | |
| 9 | Ishares TR US INFRASTRUC | $3.9M | 68.3K | 2.8% | ▼−3.4% Reduced · −2K sh | |
| 10 | Global X FDS US INFR DEV ETF | $3.5M | 69.2K | 2.6% | ▼−6.8% Reduced · −5K sh | |
| 11 | Nvidia Corporation COM | $3.3M | 18.8K | 2.4% | ▼−0.5% Reduced · −102 sh | |
| 12 | First TR Exchange Traded FD RBA INDL ETF | $3.0M | 26.8K | 2.2% | ▼−14% Reduced · −4K sh | |
| 13 | SPDR Series Trust STATE STREET SPD | $2.6M | 32.7K | 1.9% | ▼−12% Reduced · −5K sh | |
| 14 | Select Sector SPDR TR STATE STREET ENE | $2.4M | 38.5K | 1.7% | ▲+13% Added · +5K sh | |
| 15 | SPDR Series Trust STATE STREET SPD | $2.3M | 21.7K | 1.7% | ▲+9.6% Added · +2K sh | |
| 16 | Legg Mason ETF Invt FRANKLIN INTL LW | $2.3M | 57.7K | 1.7% | ▲+6.2% Added · +3K sh | |
| 17 | Cambria ETF TR CAMBRIA FGN SHR | $2.2M | 60.2K | 1.6% | ▲+4.5% Added · +3K sh | |
| 18 | Franklin Templeton ETF TR INTL COR DIV TIL | $2.2M | 55.2K | 1.6% | ▲+4.1% Added · +2K sh | |
| 19 | Apple Inc COM | $2.0M | 7.9K | 1.5% | ▲+2.6% Added · +200 sh | |
| 20 | Select Sector SPDR TR STATE STREET UTI | $2.0M | 43.5K | 1.5% | ▲+15% Added · +6K sh | |
| 21 | J P Morgan Exchange Traded F INTRNL RES EQT | $1.7M | 22.4K | 1.2% | ▲+7.1% Added · +1K sh | |
| 22 | Vanguard Index FDS TOTAL STK MKT | $1.6M | 5.0K | 1.2% | —Held | |
| 23 | Simplify Exchange Traded Fun TREASURY OPT INC | $1.6M | 67.2K | 1.2% | —Held | |
| 24 | Microsoft Corp COM | $1.4M | 3.9K | 1.1% | ▼−0.8% Reduced · −32 sh | |
| 25 | Ishares TR FLTG RATE NT ETF | $1.4M | 28.1K | 1.0% | ▼−6.6% Reduced · −2K sh | |
| 26 | BlackRock ETF Trust ISHARES US EQUIT | $936K | 16.1K | 0.7% | ▼−4.5% Reduced · −768 sh | |
| 27 | Ishares U S ETF TR SHORT DURATION B | $899K | 17.7K | 0.7% | ▲+1.5% Added · +260 sh | |
| 28 | Ishares TR U.S. TECH ETF | $887K | 4.9K | 0.6% | ▼−3.5% Reduced · −179 sh | |
| 29 | Ishares TR MSCI USA QLT FCT | $877K | 4.6K | 0.6% | ▼−8.0% Reduced · −398 sh | |
| 30 | Unilever PLC SPON ADR NEW | $832K | 14.6K | 0.6% | ▼~0% Reduced · −5 sh | |
| 31 | Alphabet Inc CAP STK CL A | $785K | 2.7K | 0.6% | ▼~0% Reduced · −1 sh | |
| 32 | SPDR Series Trust STATE STREET SPD | $759K | 9.9K | 0.6% | ▼−4.7% Reduced · −488 sh | |
| 33 | Wells Fargo & Co COM | $757K | 9.5K | 0.6% | ▼−0.8% Reduced · −79 sh | |
| 34 | Ishares TR S&P 500 GRWT ETF | $753K | 6.7K | 0.5% | ▼−4.7% Reduced · −331 sh | |
| 35 | Amazon Com Inc COM | $745K | 3.6K | 0.5% | ▼−0.5% Reduced · −18 sh | |
| 36 | Vanguard Index FDS GROWTH ETF | $718K | 1.6K | 0.5% | ▼−6.5% Reduced · −114 sh | |
| 37 | SPDR Index SHS FDS STATE STREET SPD | $677K | 14.8K | 0.5% | ▼−5.4% Reduced · −842 sh | |
| 38 | Vanguard Star FDS VG TL INTL STK F | $661K | 8.6K | 0.5% | —Held | |
| 39 | Costco Wholesale Corporation COM | $624K | 626 | 0.5% | —Held | |
| 40 | Vaneck ETF Trust SEMICONDUCTR ETF | $567K | 1.5K | 0.4% | ▼−0.5% Reduced · −8 sh | |
| 41 | Ishares TR CONV BD ETF | $541K | 5.3K | 0.4% | ▲+0.1% Added · +3 sh | |
| 42 | Ishares TR CORE UNIVRSL USD | $539K | 11.7K | 0.4% | ▼−0.5% Reduced · −57 sh | |
| 43 | Ishares TR EAFE VALUE ETF | $503K | 6.8K | 0.4% | ▼−6.5% Reduced · −471 sh | |
| 44 | Valued Advisers TR REGAN FLTG RATE | $502K | 19.7K | 0.4% | ▲+5.6% Added · +1K sh | |
| 45 | Ea Series Trust FREEDOM 100 EM | $500K | 9.2K | 0.4% | ▼−17% Reduced · −2K sh | |
| 46 | Exxon Mobil Corp COM | $458K | 2.7K | 0.3% | ▲+0.5% Added · +14 sh | |
| 47 | Occidental Pete Corp COM | $432K | 6.7K | 0.3% | —Held | |
| 48 | Chevron Corporation COM | $386K | 1.9K | 0.3% | ▲+0.6% Added · +12 sh | |
| 49 | Meta Platforms Inc CL A | $381K | 666 | 0.3% | ▲+1.2% Added · +8 sh | |
| 50 | Select Sector SPDR TR STATE STREET TEC | $371K | 2.8K | 0.3% | ▼−3.6% Reduced · −105 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.