Lane & Associates LLC

CIK

2018909

Location

MOORESTOWN, NJ

Portfolio Value

Micro $41,568,677

Diversification

Diversified

Filing Date

Global Rank

#6,545 / 7,987 ▼ 236 · as of Mar 2025

Top Industry

Software - Infrastructure 16.9%

3Y Alpha vs SPY

-2.3%

Period ended 1 year ago

Filed May 1, 2025 · 1y

10 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.4%

SPY

+76.0%

Annualised alpha

-2.2%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

45 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024

Top Position

26.6%

−17.1 pts

Top 5

58.9%

−9.2 pts

Top 10

70.6%

−6.7 pts

HHI

1,047

Diversified−1,070

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	33.6%	$13,984,978	6
Technology	27.2%	$11,315,603	7
Consumer Defensive	10.1%	$4,203,458	5
Financial Services	9.4%	$3,926,198	9
Healthcare	8.9%	$3,694,690	5
Consumer Cyclical	5.5%	$2,295,722	6
Energy	1.8%	$727,932	2
Communication Services	1.6%	$660,055	2
Industrials	1.4%	$583,795	2
Basic Materials	0.4%	$176,246	1

Last Quarter's Activity

Export CSV

Mar 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FIGS	FIGS, Inc.	+6,305	21,405	$98,248
PG	PROCTER & GAMBLE Co	+3,395	17,107	$2,915,374
IAU	Ishares Gold Trust	+2,960	9,647	$568,787
PPTA	Perpetua Resources Corp.	+500	16,487	$176,246
VZ	Verizon Communications Inc	+335	8,948	$405,881
GRAB	Grab Holdings Ltd	+317	13,052	$59,125
CNQ	CANADIAN NATURAL RESOURCES Ltd	+222	8,149	$250,989
TSLA	Tesla, Inc.	+210	1,706	$442,126
MRK	Merck & Co., Inc.	+170	4,811	$431,835
AAPL	Apple Inc.	+166	16,836	$3,739,780
GLD	Spdr Gold Trust	+166	970	$279,495
AVGO	Broadcom Inc.	+163	1,682	$281,617
UPS	United Parcel Service Inc	+157	2,449	$269,365
PEP	Pepsico Inc	+122	2,221	$333,016
MCD	Mcdonalds Corp	+111	1,045	$326,426
AMZN	Amazon Com Inc	+92	3,628	$690,263
JNJ	Johnson & Johnson	+82	3,985	$660,872
HD	Home Depot, Inc.	+68	898	$329,108
AMGN	Amgen Inc	+64	1,563	$486,952
BRK-B	Berkshire Hathaway Inc	+52	496	$264,159
LOW	Lowes Companies Inc	+51	1,756	$409,551
MDY	Spdr S&P Midcap 400 ETF Trust	+41	653	$348,362
TXN	Texas Instruments Inc	+38	1,698	$305,130
CVX	Chevron Corp	+20	2,851	$476,943
QQQ	Invesco Qqq Trust, Series 1	+17	1,832	$859,061
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−22,215	19,765	$11,056,343
ARAY	Accuray Inc	−301	11,005	$19,698
NVDA	Nvidia Corp	−213	12,942	$1,402,653
MS	Morgan Stanley	−209	2,680	$312,675
UNM	Unum Group	−129	5,013	$408,358
BLK	BlackRock, Inc.	−110	302	$285,836
RF	Regions Financial Corp	−82	12,771	$277,513
KR	Kroger Co	−74	5,257	$355,846
LLY	ELI LILLY & Co	−59	2,537	$2,095,333
MSFT	Microsoft Corp	−54	12,420	$4,662,343
JPM	Jpmorgan Chase & Co	−51	2,640	$647,592
GS	Goldman Sachs Group Inc	−37	670	$366,014
V	Visa Inc.	−21	2,558	$896,476
META	Meta Platforms, Inc.	−13	441	$254,174
SNA	Snap-on Inc	−12	933	$314,430
ADP	Automatic Data Processing Inc	−11	2,831	$864,955
HIG	Hartford Insurance Group, Inc.	−6	3,779	$467,575
DIA	Spdr Dow Jones Industrial Average ETF Trust	−1	2,079	$872,930
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
HSY	Hershey Co	1,411	$241,323
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
TTD	Trade Desk, Inc.	4,256	$500,207
GOOGL	Alphabet Inc.	1,056	$199,900
ARCC	Ares Capital Corp	8,891	$194,623
SHOP	Shopify Inc.	1,739	$184,907
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 positions · $41,568,677 total · as of Mar 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	19,765	-22,215	$11,056,343	−55.1%	26.60%
MSFT	Microsoft Corp Technology	Reduced	12,420	-54	$4,662,343	−11.3%	11.22%
AAPL	Apple Inc. Technology	Added	16,836	+166	$3,739,780	−10.4%	9.00%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	17,107	+3,395	$2,915,374	+26.8%	7.01%
LLY	ELI LILLY & Co Healthcare	Reduced	2,537	-59	$2,095,333	+4.6%	5.04%
NVDA	Nvidia Corp Technology	Reduced	12,942	-213	$1,402,653	−20.6%	3.37%
V	Visa Inc. Financial Services	Reduced	2,558	-21	$896,476	+10.0%	2.16%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	2,079	-1	$872,930	−1.4%	2.10%
ADP	Automatic Data Processing Inc Technology	Reduced	2,831	-11	$864,955	+4.0%	2.08%
QQQ	Invesco Qqq Trust, Series 1	Added	1,832	+17	$859,061	−7.4%	2.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,628	+92	$690,263	−11.0%	1.66%
JNJ	Johnson & Johnson Healthcare	Added	3,985	+82	$660,872	+17.1%	1.59%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,640	-51	$647,592	+0.4%	1.56%
IAU	Ishares Gold Trust	Added	9,647	+2,960	$568,787	+71.8%	1.37%
AMGN	Amgen Inc Healthcare	Added	1,563	+64	$486,952	+24.6%	1.17%
CVX	Chevron Corp Energy	Added	2,851	+20	$476,943	+16.3%	1.15%
HIG	Hartford Insurance Group, Inc. Financial Services	Reduced	3,779	-6	$467,575	+12.9%	1.12%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,706	+210	$442,126	−26.8%	1.06%
MRK	Merck & Co., Inc. Healthcare	Added	4,811	+170	$431,835	−6.5%	1.04%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,756	+51	$409,551	−2.7%	0.99%
UNM	Unum Group Financial Services	Reduced	5,013	-129	$408,358	+8.7%	0.98%
VZ	Verizon Communications Inc Communication Services	Added	8,948	+335	$405,881	+17.8%	0.98%
GS	Goldman Sachs Group Inc Financial Services	Reduced	670	-37	$366,014	−9.6%	0.88%
MO	Altria Group, Inc. Consumer Defensive	Held	5,963	0	$357,899	+14.8%	0.86%
KR	Kroger Co Consumer Defensive	Reduced	5,257	-74	$355,846	+9.2%	0.86%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	653	+41	$348,362	−0.1%	0.84%
PEP	Pepsico Inc Consumer Defensive	Added	2,221	+122	$333,016	+4.3%	0.80%
HD	Home Depot, Inc. Consumer Cyclical	Added	898	+68	$329,108	+1.9%	0.79%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,045	+111	$326,426	+20.6%	0.79%
SNA	Snap-on Inc Industrials	Reduced	933	-12	$314,430	−2.0%	0.76%
MS	Morgan Stanley Financial Services	Reduced	2,680	-209	$312,675	−13.9%	0.75%
TXN	Texas Instruments Inc Technology	Added	1,698	+38	$305,130	−2.0%	0.73%
BLK	BlackRock, Inc. Financial Services	Reduced	302	-110	$285,836	−32.3%	0.69%
AVGO	Broadcom Inc. Technology	Added	1,682	+163	$281,617	−20.0%	0.68%
GLD	Spdr Gold Trust	Added	970	+166	$279,495	+43.6%	0.67%
RF	Regions Financial Corp Financial Services	Reduced	12,771	-82	$277,513	−8.2%	0.67%
UPS	United Parcel Service Inc Industrials	Added	2,449	+157	$269,365	−6.8%	0.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	496	+52	$264,159	+31.3%	0.64%
META	Meta Platforms, Inc. Communication Services	Reduced	441	-13	$254,174	−4.4%	0.61%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	8,149	+222	$250,989	+2.6%	0.60%
HSY	Hershey Co Consumer Defensive	NEW	1,411	NEW	$241,323	NEW	0.58%
PPTA	Perpetua Resources Corp. Basic Materials	Added	16,487	+500	$176,246	+3.3%	0.42%
FIGS	FIGS, Inc. Consumer Cyclical	Added	21,405	+6,305	$98,248	+5.1%	0.24%
GRAB	Grab Holdings Ltd Technology	Added	13,052	+317	$59,125	−1.6%	0.14%
ARAY	Accuray Inc Healthcare	Reduced	11,005	-301	$19,698	−12.0%	0.05%