Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JPSTJ P Morgan Exchange Traded F | $17.3M | 11.3% | −2.7% |
| FLTRVaneck Etf Trust | $17.2M | 11.2% | +7.8% |
| AVUSAmerican Centy Etf Tr | $9.7M | 6.3% | +81.6% |
| AVDEAmerican Centy Etf Tr | $9.7M | 6.3% | +20.1% |
| RSPAInvesco Actively Managed Exc | $8.0M | 5.2% | +14.9% |
| IVVIshares Tr | $6.7M | 4.4% | −7.1% |
| VEAVanguard Tax-managed Fds | $5.8M | 3.8% | −27.6% |
| BUCKSimplify Exchange Traded Fun | $4.1M | 2.7% | +160.9% |
| IFRAIshares Tr | $3.9M | 2.5% | −9.8% |
| PAVEGlobal X Fds | $3.8M | 2.5% | −6.2% |
| NVDANvidia Corporation | $3.7M | 2.4% | −1.2% |
| AIRRFirst Tr Exchange Traded Fd | $3.3M | 2.2% | −7.3% |
| QGROAmerican Centy Etf Tr | $3.1M | 2.0% | −60.7% |
| SPTMSpdr Series Trust | $2.6M | 1.7% | −10.9% |
| AAPLApple Inc | $2.5M | 1.7% | +10.6% |
| LVHILegg Mason Etf Invt | $2.4M | 1.5% | |
| DIVIFranklin Templeton Etf Tr | $2.3M | 1.5% | −2.7% |
| FYLDCambria Etf Tr | $2.1M | 1.4% | −2.5% |
| XMESpdr Series Trust | $2.0M | 1.3% | −12.5% |
| XLESelect Sector Spdr Tr | $2.0M | 1.3% | −1.7% |
| XLUSelect Sector Spdr Tr | $2.0M | 1.3% | |
| JIREJ P Morgan Exchange Traded F | $1.9M | 1.3% | +4.0% |
| VTIVanguard Index Fds | $1.9M | 1.2% | |
| FLOTIshares Tr | $1.6M | 1.1% | +13.4% |
| MSFTMicrosoft Corp | $1.4M | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SMHVaneck Etf Trust | December 31, 2025 | +82.1% | $963K |
| AIRRFirst Tr Exchange Traded Fd | December 31, 2025 | +35.5% | $3.3M |
| IYWIshares Tr | December 31, 2025 | +26.3% | $1.2M |
| ICVTIshares Tr | December 31, 2025 | +23.6% | $646K |
| PAVEGlobal X Fds | December 31, 2025 | +23.3% | $3.8M |
| IFRAIshares Tr | December 31, 2025 | +19.8% | $3.9M |
| XLESelect Sector Spdr Tr | December 31, 2025 | +18.8% | $2.0M |
| AVUSAmerican Centy Etf Tr | December 31, 2025 | +14.6% | $9.7M |
| GOOGLAlphabet Inc | December 31, 2025 | +14.2% | $978K |
| VEAVanguard Tax-managed Fds | December 31, 2025 | +14.1% | $5.8M |
Sold off last quarter
- TMCTmc The Metals Company Inc was $47K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.4% | +14.8% |
| March 31, 2026 | −0.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lane Brothers & Co Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1177416&type=13F-HR&dateb=&owner=include&count=40CIK 1177416
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1177416/000117741626000009/Filed August 5, 2026 · accession 0001177416-26-000009