LANE BROTHERS & CO INC - Portfolio overview

LANE BROTHERS & CO INC has 83 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. JPST - J P MORGAN EXCHANGE TRADED F, 12.95%
2. FLTR - VANECK ETF TRUST, 11.55%
3. AVDE - AMERICAN CENTY ETF TR, 5.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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