On November 2, 2026, Lane Brothers & Co. Inc. filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Megan Lane, the Chief Compliance Officer, lists 56 total positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising a significant portion of the total holdings. Major ETF positions include the J.P. Morgan Ultra Short ETF, which is held in 274,315 shares, and the Invesco Actively Managed Ex S&P 500 Equity ETF, held in 115,279 shares. Other notable ETF holdings include the Vanguard Tax-Managed Funds Van FTSE Dev Mk (49,907 shares), the Simplify Exchange Traded Fund Treasury Opt Inc (218,102 shares), and the Select Sector SPDR Trust ST STR Energy ETF (30,500 shares).
Among individual stock positions, NVIDIA Corporation is the largest holding, listed at 14,868 shares. Apple Inc. follows with 6,533 shares, and Microsoft Corporation holds 2,040 shares. Other individual stock positions include Advanced Micro Devices Inc. (500 shares), Alphabet Inc. Class A (1,200 shares), and Alphabet Inc. Class C (636 shares).
The filing provides a detailed breakdown of the total shares held for each security, with all positions listed as held solely.
