SEC Form 13F

LANE BROTHERS & CO INC 13F Holdings

Inspect LANE BROTHERS & CO INC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-06T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-06
Reported value
$152,860,964
Positions
95

Read this manager's filing book

Step 1 of 3

Disclosed positions

LANE BROTHERS & CO INC: source evidence dated 2026-08-06T03:59:59.999Z.

Issuer
J P MORGAN EXCHANGE TRADED F
Ticker
JPST
Class
ULTRA SHRT ETF
Reported value
$17,277,740
Reported amount
341,660
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001177416-26-000009
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$17,277,740341,660SHNone
VANECK ETF TRUSTFLTRIG FLOA RATE ETF$17,174,846670,630SHNone
AMERICAN CENTY ETF TRAVUSUS EQT ETF$9,702,26875,752SHNone
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$9,701,295108,759SHNone
INVESCO ACTIVELY MANAGED EXCRSPAS&P 500 EQUA ETF$7,972,972149,447SHNone
ISHARES TRIVVCORE S&P500 ETF$6,670,7318,907SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$5,766,93180,939SHNone
SIMPLIFY EXCHANGE TRADED FUNBUCKTREASURY OPT INC$4,102,669175,178SHNone
ISHARES TRIFRAUS INFRASTRUC$3,885,77061,640SHNone
GLOBAL X FDSPAVEUS INFR DEV ETF$3,825,61464,929SHNone
NVIDIA CORPORATIONNVDACOM$3,722,83018,606SHNone
FIRST TR EXCHANGE TRADED FDAIRRRBA INDL ETF$3,311,05524,848SHNone
AMERICAN CENTY ETF TRQGROUS QUALITY GROW$3,063,30225,949SHNone
SPDR SERIES TRUSTSPTMST STR PR SP1500$2,646,36229,148SHNone
APPLE INCAAPLCOM$2,541,4848,783SHNone
LEGG MASON ETF INVTLVHIFRANKLIN INTL LW$2,365,36358,282SHNone
FRANKLIN TEMPLETON ETF TRDIVIINTL COR DIV TIL$2,294,38853,708SHNone
CAMBRIA ETF TRFYLDCAMBRIA FGN SHR$2,139,68058,637SHNone
SPDR SERIES TRUSTXMEST STR SP METAL$2,031,15818,995SHNone
SELECT SECTOR SPDR TRXLEST STR ENERG ETF$2,011,05637,866SHNone
SELECT SECTOR SPDR TRXLUST STR UTIL ETF$1,973,80843,533SHNone
J P MORGAN EXCHANGE TRADED FJIREINTRNL RES EQT$1,919,04923,264SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$1,862,7815,034SHNone
ISHARES TRFLOTFLTG RATE NT ETF$1,627,20631,875SHNone
MICROSOFT CORPMSFTCOM$1,442,8173,868SHNone
ISHARES TRIYWU.S. TECH ETF$1,181,3124,683SHNone
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$1,062,49115,623SHNone
ALPHABET INCGOOGLCAP STK CL A$977,5912,736SHNone
VANECK ETF TRUSTSMHSEMICONDUCTR ETF$962,9571,468SHNone
ISHARES TRQUALMSCI USA QLT FCT$940,1874,285SHNone
ISHARES TRIVWS&P 500 GRWT ETF$882,7816,419SHNone
UNILEVER PLCULSPON ADR NEW$879,85614,635SHNone
ISHARES U S ETF TRNEARSHOR DURA BD ETF$864,77617,070SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$849,6909,864SHNone
AMAZON COM INCAMZNCOM$846,5843,552SHNone
WELLS FARGO & COWFCCOM$817,4869,892SHNone
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$737,87414,643SHNone
VANGUARD STAR FDSVXUSVG TL INTL STK F$732,4788,568SHNone
SPDR SERIES TRUSTSPYMST STR P500ETF$690,0507,852SHNone
ISHARES TRICVTCONV BD ETF$646,1385,308SHNone
EA SERIES TRUSTFRDMFREEDOM 100 EM$623,8868,558SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$609,352651SHNone
J P MORGAN EXCHANGE TRADED FJIVEJPMORGAN INTL VL$597,5196,498SHNone
FINANCIAL INVS TRCCNRCORE NAT RES ETF$593,32115,911SHNone
ISHARES U S ETF TRCOMTGSCI CMDTY STGY$576,64818,987SHNone
SIMPLIFY EXCHANGE TRADED FUNHARDCOMM ST NO K ETF$552,44718,626SHNone
TESLA INCTSLACOM$548,8831,305SHNone
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$527,9412,771SHNone
ADVANCED MICRO DEVICES INCAMDCOM$517,591891SHNone
ISHARES TREFVEAFE VALUE ETF$498,9036,517SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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