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Megan Lane

Lane Brothers & Co Inc

Assets Managed
$137.22M
Holdings
83
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-0.7%(2Q avg: -0.35%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lane Brothers & Co Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 83 positions.

Assets under management

The assets under management (AUM) of Lane Brothers & Co Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 137.22M in assets, with a quarterly growth rate of -0.7% and a 2-quarter average growth rate of -0.35%. The portfolio is managed by Megan Lane, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 5.76%
12.95%
$17.764M
351,003 shares@ $50.62 avg price
FLTR
Vaneck Ig Floating Rate Etf
Recent Activity
Increased 5.62%
11.55%
$15.845M
621,858 shares@ $25.48 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -2.52%
5.6%
$7.684M
90,574 shares@ $84.84 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.98%
5.23%
$7.167M
111,845 shares@ $64.09 avg price
QGRO
American Century Us Quality
Recent Activity
Decreased -15.2%
5.07%
$6.944M
66,111 shares@ $105.04 avg price
RSPA
Invesco S&p 500 Ew Income Ad
Recent Activity
Increased 10.02%
4.74%
$6.503M
130,067 shares@ $50.0 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -7.81%
4.57%
$6.262M
9,587 shares@ $653.22 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -9.65%
3.38%
$4.638M
41,715 shares@ $111.19 avg price
IFRA
Ishares Us Infrastructure
Recent Activity
Decreased -3.44%
2.85%
$3.908M
68,326 shares@ $57.21 avg price
PAVE
Global X Us Infrastructure
Recent Activity
Decreased -6.81%
2.57%
$3.519M
69,248 shares@ $50.82 avg price

1-10 of 83