Lane Brothers & Co
Lane Brothers & Co reported 56 stocks worth $99.1M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are JPST (13.9%), FLTR (13.3%) and AVDE (8.0%). Compared with Q2 2026, the fund added to BUCK, COMT and CCNR, trimmed JPST, FLTR and AVDE and sold out of IYW, DYNF and QUAL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  JPST J P Morgan Exchange Traded F | $13.8M | 13.9% | 274K | −67K (−20%) | 4 of 4 | |
| 2 |  FLTR Vaneck ETF Trust | $13.2M | 13.3% | 516K | −154K (−23%) | 4 of 4 | |
| 3 |  AVDE American Centy ETF TR | $7.9M | 8.0% | 88K | −21K (−19%) | 4 of 4 | |
| 4 |  AVUS Avantis U.s. Equity ETF | $6.8M | 6.8% | 53K | −23K (−30%) | 4 of 4 | |
| 5 |  RSPA Invesco S&P | $5.9M | 6.0% | 115K | −34K (−23%) | 4 of 4 | |
| 6 |  BUCK Simplify Exchange Traded Fun | $5M | 5.1% | 218K | +43K (+25%) | 4 of 4 | |
| 7 |  VEA Vanguard Tax-Managed Fds | $3.5M | 3.6% | 50K | −31K (−38%) | 4 of 4 | |
| 8 |  NVDA Nvidia Corporation | $3.4M | 3.4% | 15K | −3,738 (−20%) | 4 of 4 | |
| 9 |  PAVE Global X Fds | $2.3M | 2.3% | 43K | −22K (−34%) | 4 of 4 | |
| 10 |  AAPL Apple Inc | $2.2M | 2.2% | 6,533 | −2,250 (−26%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IYW Ishares US Technology | $1.2M | 4,683 |
 DYNF Blackrock ETF Trust | $1.1M | 16K |
 QUAL Ishares TR | $940K | 4,285 |
 IVW Ishares TR | $883K | 6,419 |
 NEAR Ishares Short Duratn Bndactv ETF | $865K | 17K |
🔒 Free account: see all 30.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lane Brothers & Co 13F FAQ
What does Lane Brothers & Co own?
Lane Brothers & Co reported 56 stocks worth $99.1M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are JPST (13.9%), FLTR (13.3%) and AVDE (8.0%). The table above lists every position in the filing (the top 10 without an account).
What did Lane Brothers & Co buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 6 added to, 48 trimmed and 39 sold out. It sold all of IYW, DYNF and QUAL.
When will Lane Brothers & Co file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lane Brothers & Co's portfolio worth?
The Q3 2026 filing reports $99.1M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.