LANE BROTHERS & CO INC
Q1 2026 13F Holdings
- Locationprescott, AZ
- Num holdings
83
- Value ($000)
$137,220
- Date Filed 05/05/2026
- Form type13F-HR
- CIK 0001177416
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $17.76M | 13 % | 351,003 | ||
VANECK ETF TRUST | IG FLOATING RATE | 92189F486 | $15.84M | 12 % | 621,858 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $7.68M | 6 % | 90,574 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $7.17M | 5 % | 111,845 | ||
AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 | $6.94M | 5 % | 66,111 | ||
INVESCO ACTIVELY MANAGED EXC | S&P 500 EQUAL WE | 46090A697 | $6.5M | 5 % | 130,067 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $6.26M | 5 % | 9,587 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $4.64M | 3 % | 41,715 | ||
ISHARES TR | US INFRASTRUC | 46435U713 | $3.91M | 3 % | 68,326 | ||
GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | $3.52M | 3 % | 69,248 |
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