Lane Brothers & Co. Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 13, 2026), Lane Brothers & Co. Inc. reported 83 stock positions worth $138.2 million. Its top holding was JPMorgan Ultra-Short Income (JPST) at 12.2% of the portfolio, followed by Vaneck Ig Floating Rate ETF (FLTR, 10.9%) and American Century US Quality (QGRO, 6.5%).
- Most Recent 13F
- Q2 2026
- Location
- PRESCOTT, AZ
- CIK
- 0001177416
- Portfolio Value
- $138.2M (Q4 2025)
- SEC Filing
- 0001177416-26-000007 ↗ filed Mar 13, 2026
Holdings Value
Holdings 83 stocks · $138.2M
| JPST JPMorgan Ultra-Short Income | 12.15% | 331,906 | $16.8M | — |
| FLTR Vaneck Ig Floating Rate ETF | 10.86% | 588,788 | $15.0M | — |
| QGRO American Century US Quality | 6.46% | 77,968 | $8.9M | — |
| AVDE Avantis International Equity | 5.54% | 92,918 | $7.6M | — |
| VEA Vanguard Ftse Developed ETF | 5.16% | 114,108 | $7.1M | — |
| IVV iShares Core S&P 500 ETF | 5.16% | 10,400 | $7.1M | — |
| RSPA Invesco S&P 500 Ew Income Ad | 4.36% | 118,227 | $6.0M | — |
| AVUS Avantis U.S. Equity ETF | 3.73% | 46,174 | $5.2M | — |
| IFRA iShares US Infrastructure | 2.69% | 70,763 | $3.7M | — |
| PAVE Global X US Infrastructure | 2.57% | 74,309 | $3.6M | — |
| NVDA Nvidia Corp. | 2.56% | 18,940 | $3.5M | — |
| AIRR First Trust Rba American Ind | 2.22% | 31,256 | $3.1M | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.22% | 37,242 | $3.1M | — |
| AAPL Apple Inc. | 1.52% | 7,743 | $2.1M | — |
| DIVI Franklin International Core | 1.49% | 53,027 | $2.1M | — |
| XME SS SPDR S&P Metals Mining | 1.49% | 19,815 | $2.1M | — |
| LVHI Franklin International Low V | 1.45% | 54,364 | $2.0M | — |
| MSFT Microsoft Corp. | 1.38% | 3,936 | $1.9M | — |
| FYLD Cambria Foreign Shareholder | 1.35% | 57,546 | $1.9M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.22% | 5,034 | $1.7M | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.17% | 37,797 | $1.6M | — |
| BUCK Simplify Treasury Option Inc. | 1.15% | 67,154 | $1.6M | — |
| JIRE JPMorgan Int Res Enh Eqty | 1.13% | 20,897 | $1.6M | — |
| FLOT iShares Floating Rate Bond E | 1.11% | 30,103 | $1.5M | — |
| XLE SS Energy Select Sector | 1.10% | 33,992 | $1.5M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.74% | 16,860 | $1.0M | — |
| IYW iShares Ustechnology ETF | 0.73% | 5,070 | $1.0M | — |
| QUAL iShares MSCI USA Quality Fac | 0.71% | 4,968 | $987K | — |
| UL Unilever PLC-Sponsored ADR | 0.69% | 14,616 | $956K | — |
| WFC Wells Fargo & Co. | 0.65% | 9,582 | $893K | — |
| NEAR iShares SH Dba ETF Usd Inc. | 0.64% | 17,416 | $890K | — |
| IVW iShares S&P 500 Growth ETF | 0.62% | 6,985 | $861K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.62% | 1,757 | $857K | — |
| GOOGL Alphabet Inc. Class A | 0.62% | 2,732 | $855K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.60% | 10,405 | $835K | — |
| AMZN Amazon.com Inc. | 0.60% | 3,595 | $830K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.50% | 15,681 | $696K | — |
| VXUS Vanguard Total Intl Stock | 0.47% | 8,568 | $646K | — |
| FRDM Freedom 100 Emeging MRKT ETF | 0.41% | 11,019 | $565K | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.40% | 11,734 | $546K | — |
| COST Costco Wholesale Corp. | 0.39% | 626 | $540K | — |
| SMH Vaneck Semiconductor ETF | 0.39% | 1,488 | $536K | — |
| ICVT iShares Convertible Bond ETF | 0.38% | 5,312 | $523K | — |
| EFV iShares MSCI Eafe Value ETF | 0.37% | 7,242 | $517K | — |
| MBSF Regan Floating Rate MBS ETF | 0.35% | 18,625 | $478K | — |
| META Meta Platforms Inc. Class A | 0.31% | 658 | $434K | — |
| XLK SS Technology Select Sector | 0.30% | 2,894 | $417K | — |
| TSLA Tesla Inc. | 0.30% | 922 | $415K | — |
| OZ Belpointe Prep LLC Class A | 0.29% | 6,187 | $402K | — |
| GE General Electric filed as GE AEROSPACE | 0.27% | 1,230 | $379K | — |
| VGT Vanguard Info Tech ETF | 0.27% | 489 | $369K | — |
| ABBV Abbvie Inc. | 0.27% | 1,607 | $367K | — |
| AVGO Broadcom Inc. | 0.25% | 1,018 | $352K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.24% | 2,922 | $333K | — |
| XOM Exxon Mobil Corp. | 0.23% | 2,688 | $324K | — |
| ABT Abbott Laboratories | 0.23% | 2,532 | $317K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 1,060 | $314K | — |
| WMT Walmart Inc. | 0.23% | 2,804 | $312K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.22% | 4,269 | $310K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 455 | $310K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 487 | $299K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.21% | 2,779 | $297K | — |
| PG The Procter & Gamble Co. | 0.21% | 2,045 | $293K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.21% | 5,124 | $291K | — |
| CVX Chevron Corp. | 0.20% | 1,855 | $283K | — |
| FLRN SS SPDR BB Ig Float RT ETF | 0.20% | 9,060 | $278K | — |
| OXY Occidental Petroleum Corp. | 0.20% | 6,650 | $273K | — |
| GOOG Alphabet Inc. Class C | 0.19% | 834 | $262K | — |
| DUSB Dimension Ultrashort Fi ETF | 0.19% | 5,126 | $260K | — |
| IVE iShares S&P 500 Value ETF | 0.19% | 1,208 | $256K | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.18% | 4,782 | $252K | — |
| MO Altria Group Inc. | 0.18% | 4,347 | $251K | — |
| JPM JPMorgan Chase & Co. | 0.18% | 771 | $248K | — |
| DFCF Dimensional Core Fixed Inc. | 0.18% | 5,796 | $247K | — |
| FCX Freeport-McMoran Inc. | 0.17% | 4,634 | $235K | — |
| ULST SS Ultra Short TM Bond ETF | 0.17% | 5,752 | $233K | — |
| GEV GE Vernova Inc. | 0.16% | 346 | $226K | — |
| BP BP PLC-Spons ADR | 0.15% | 6,148 | $214K | — |
| CAT Caterpillar Inc. | 0.15% | 365 | $209K | — |
| ORCL Oracle Corp. | 0.15% | 1,049 | $204K | — |
| JNJ Johnson & Johnson | 0.15% | 979 | $203K | — |
| NXH Neighborhood Intelligence Inc. filed as BED BATH & BEYOND INC | 0.10% | 26,000 | $142K | — |
| TMC TMC the Metals Co. Inc. | 0.04% | 10,054 | $62K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.