Lane & Associates LLC

CIK

2018909

Location

MOORESTOWN, NJ

Portfolio Value

Small $182,845,480

Diversification

Diversified

Filing Date

Global Rank

#5,728 / 8,136 ▲ 82 · as of Mar 2025

Top Industry

Software - Infrastructure 16.2%

Period ended 1 year ago

Filed May 1, 2025 · 1y

10 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Mar 31, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 72.3% of the book (60%+)

Turnover

Medium turnover

30.8% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 8.5 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 78.0%; sector active share 71.7% against the combined 13F book's sector weights.

Over time 10 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

18.3%

−0.8 pts

Top 5

54.2%

−5.1 pts

Top 10

72.3%

−2.7 pts

HHI

806

Diversified−112

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	84.2%	$153,996,351	73
Technology	6.2%	$11,315,603	7
Financial Services	2.4%	$4,418,399	10
Consumer Defensive	2.3%	$4,203,458	5
Healthcare	2.0%	$3,694,690	5
Consumer Cyclical	1.3%	$2,295,722	6
Energy	0.7%	$1,199,013	3
Communication Services	0.5%	$962,203	3
Industrials	0.3%	$583,795	2
Basic Materials	0.1%	$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
IEFA	iShares Core MSCI EAFE ETF	+43,580	79,434	$6,009,182
BUFR	FT Vest Laddered Buffer ETF	+12,032	50,967	$1,513,210
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+10,202	158,500	$12,738,645
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+7,480	46,450	$5,990,192
SCHD	Schwab U.S. Dividend Equity ETF	+6,732	21,875	$611,625
FIGS	FIGS, Inc.	+6,305	21,405	$98,248
CALF	Pacer US Small Cap Cash Cows 100 ETF	+4,888	63,531	$2,382,412
TLH	iShares 10-20 Year Treasury Bond ETF	+4,055	7,168	$743,680
COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	+3,638	10,651	$327,944
BUFQ	FT Vest Laddered Nasdaq Buffer ETF	+3,500	17,180	$512,994
PG	PROCTER & GAMBLE Co	+3,395	17,107	$2,915,374
IAU	Ishares Gold Trust	+2,960	9,647	$568,787
DFAC	Dimensional U.S. Core Equity 2 ETF	+2,446	35,848	$1,182,625
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+2,296	55,309	$15,201,125
GCOW	Pacer Global Cash Cows Dividend ETF	+2,273	34,566	$1,278,250
EMXC	iShares MSCI Emerging Markets ex China ETF	+1,625	42,150	$2,322,043
COWZ	Pacer US Cash Cows 100 ETF	+1,385	73,481	$4,023,819
VTV	VANGUARD VALUE INDEX FUND	+1,361	10,971	$1,895,130
DGRO	iShares Core Dividend Growth ETF	+962	8,512	$525,871
IJR	iShares Core S&P Small-Cap ETF	+754	15,362	$1,606,404
BUFY	FT Vest Laddered International Moderate Buffer ETF	+750	13,055	$257,966
BUFS	FT Vest Laddered Small Cap Moderate Buffer ETF	+723	11,752	$237,978
IYW	iShares, Inc.	+513	16,514	$2,319,226
PPTA	Perpetua Resources Corp.	+500	16,487	$176,246
EEM	iShares MSCI Emerging Markets ETF	+457	8,782	$383,773
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−22,215	19,765	$11,056,343
EFG	iShares MSCI EAFE Growth ETF	−15,751	60,440	$6,044,000
IFRA	iShares U.S. Infrastructure ETF	−14,142	6,527	$294,171
PFF	iShares Preferred and Income Securities ETF	−8,984	7,326	$225,127
DFIV	Dimensional International Value ETF	−7,601	153,257	$6,032,195
IXUS	iShares Core MSCI Total International Stock ETF	−2,242	21,396	$1,493,654
QEFA	State Street(R) SPDR(R) MSCI EAFE StrategicFactors(SM) ETF	−2,068	64,860	$5,121,086
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	−1,377	7,286	$286,849
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−829	6,511	$323,075
IEMG	iShares Trust	−507	14,897	$0
IVW	iShares S&P 500 Growth ETF	−401	24,255	$2,251,591
VO	VANGUARD MID-CAP INDEX FUND	−370	10,916	$2,823,095
QQQM	Invesco Ltd.	−349	2,550	$492,201
JAAA	Janus Henderson AAA CLO ETF	−347	84,630	$4,291,587
VOOV	VANGUARD S&P 500 VALUE INDEX FUND	−342	31,202	$5,747,096
VEU	Vanguard International Equity Index Funds	−336	19,072	$1,156,907
VB	Vanguard Index Funds	−332	13,683	$3,034,205
ARAY	Accuray Inc	−301	11,005	$19,698
EFA	iShares MSCI EAFE ETF	−292	41,476	$3,389,833
NVDA	Nvidia Corp	−213	12,942	$1,402,653
MS	Morgan Stanley	−209	2,680	$312,675
IVE	iShares S&P 500 Value ETF	−203	13,913	$2,651,539
XT	iShares Future Exponential Technologies ETF	−191	8,883	$511,305
VXUS	Vanguard Total International Stock ETF	−189	3,923	$243,618
XOM	ExxonMobil Holdings Corp	−162	3,961	$471,081
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SCHX	Schwab U.S. Large-Cap ETF	521,086	$11,505,578
SCHZ	Schwab U.S. Aggregate Bond ETF	54,021	$1,251,126
HSY	Hershey Co	1,411	$241,323
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
TLT	iShares 20+ Year Treasury Bond ETF	12,358	$1,079,224
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	21,460	$914,410
GOVT	iShares U.S. Treasury Bond ETF	29,691	$682,299
TTD	Trade Desk, Inc.	4,256	$500,207
MBB	iShares MBS ETF	4,937	$452,624
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	328	$203,950
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

115 tracked positions · $182,845,480 total · filing declares 115 positions · $185,518,027 · as of Mar 31, 2025

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

Showing 1–50 of 115 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	55,309	+2,296	$15,201,125	−1.1%	10	before history	8.31%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	158,500	+10,202	$12,738,645	−2.3%	10	before history	6.97%
SCHX	Schwab U.S. Large-Cap ETF	NEW	521,086	NEW	$11,505,578	NEW	1	$23.28	6.29%
SPY	Spdr S&P 500 ETF Trust	Reduced	19,765	-22,215	$11,056,343	−55.1%	10	before history	6.05%
EFG	iShares MSCI EAFE Growth ETF	Reduced	60,440	-15,751	$6,044,000	−18.1%	10	before history	3.31%
DFIV	Dimensional International Value ETF	Reduced	153,257	-7,601	$6,032,195	+5.7%	10	before history	3.30%
IEFA	iShares Core MSCI EAFE ETF	Added	79,434	+43,580	$6,009,182	+138.5%	10	before history	3.29%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	46,450	+7,480	$5,990,192	+20.5%	10	before history	3.28%
VOOV	VANGUARD S&P 500 VALUE INDEX FUND	Reduced	31,202	-342	$5,747,096	−1.3%	10	before history	3.14%
QEFA	State Street(R) SPDR(R) MSCI EAFE StrategicFactors(SM) ETF	Reduced	64,860	-2,068	$5,121,086	+5.5%	10	before history	2.80%
MSFT	Microsoft Corp Technology	Reduced	12,420	-54	$4,662,343	−11.3%	10	before history	2.55%
JAAA	Janus Henderson AAA CLO ETF	Reduced	84,630	-347	$4,291,587	−0.4%	10	before history	2.35%
COWZ	Pacer US Cash Cows 100 ETF	Added	73,481	+1,385	$4,023,819	−1.2%	8	$52.57	2.20%
AAPL	Apple Inc. Technology	Added	16,836	+166	$3,739,780	−10.4%	10	before history	2.05%
EFA	iShares MSCI EAFE ETF	Reduced	41,476	-292	$3,389,833	+7.3%	10	before history	1.85%
VB	Vanguard Index Funds	Reduced	13,683	-332	$3,034,205	−9.9%	10	before history	1.66%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	17,107	+3,395	$2,915,374	+26.8%	4	$164.44	1.59%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	10,916	-370	$2,823,095	−5.3%	10	before history	1.54%
IVE	iShares S&P 500 Value ETF	Reduced	13,913	-203	$2,651,539	−1.6%	10	before history	1.45%
IVV	iShares Core S&P 500 ETF	Added	4,401	+184	$2,472,921	−0.4%	10	before history	1.35%
CALF	Pacer US Small Cap Cash Cows 100 ETF	Added	63,531	+4,888	$2,382,412	−7.7%	5	$46.06	1.30%
EMXC	iShares MSCI Emerging Markets ex China ETF	Added	42,150	+1,625	$2,322,043	+3.3%	3	$59.42	1.27%
IYW	iShares, Inc.	Added	16,514	+513	$2,319,226	−9.1%	9	$124.96	1.27%
IVW	iShares S&P 500 Growth ETF	Reduced	24,255	-401	$2,251,591	−10.1%	10	before history	1.23%
LLY	ELI LILLY & Co Healthcare	Reduced	2,537	-59	$2,095,333	+4.6%	10	before history	1.15%
IWO	iShares Russell 2000 Growth ETF	Added	8,049	+444	$2,056,760	−6.0%	7	unpriced	1.12%
VTV	VANGUARD VALUE INDEX FUND	Added	10,971	+1,361	$1,895,130	+16.5%	10	before history	1.04%
IJH	iShares Core S&P Mid-Cap ETF	Added	27,833	+145	$1,624,055	−5.9%	10	before history	0.89%
IJR	iShares Core S&P Small-Cap ETF	Added	15,362	+754	$1,606,404	−4.6%	10	before history	0.88%
VUG	VANGUARD GROWTH INDEX FUND	Added	4,107	+270	$1,522,956	−3.3%	10	before history	0.83%
BUFR	FT Vest Laddered Buffer ETF	Added	50,967	+12,032	$1,513,210	+27.6%	2	unpriced	0.83%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	21,396	-2,242	$1,493,654	−4.5%	10	before history	0.82%
NVDA	Nvidia Corp Technology	Reduced	12,942	-213	$1,402,653	−20.6%	7	unpriced	0.77%
GCOW	Pacer Global Cash Cows Dividend ETF	Added	34,566	+2,273	$1,278,250	+17.3%	9	$34.15	0.70%
SCHZ	Schwab U.S. Aggregate Bond ETF	NEW	54,021	NEW	$1,251,126	NEW	1	$22.91	0.68%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	35,848	+2,446	$1,182,625	+2.4%	10	before history	0.65%
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	Added	14,121	+55	$1,172,043	−7.8%	10	before history	0.64%
VEU	Vanguard International Equity Index Funds	Reduced	19,072	-336	$1,156,907	+3.8%	5	$56.52	0.63%
ONEQ	Fidelity Nasdaq Composite Index ETF	Added	14,023	+245	$954,545	−8.9%	10	before history	0.52%
VOO	VANGUARD 500 INDEX FUND	Added	1,770	+271	$909,620	+12.6%	10	before history	0.50%
V	Visa Inc. Financial Services	Reduced	2,558	-21	$896,476	+10.0%	10	before history	0.49%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	2,079	-1	$872,930	−1.4%	10	before history	0.48%
ADP	Automatic Data Processing Inc Technology	Reduced	2,831	-11	$864,955	+4.0%	4	$251.29	0.47%
QQQ	Invesco Qqq Trust, Series 1	Added	1,832	+17	$859,061	−7.4%	10	before history	0.47%
TLH	iShares 10-20 Year Treasury Bond ETF	Added	7,168	+4,055	$743,680	+140.0%	9	unpriced	0.41%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,628	+92	$690,263	−11.0%	10	before history	0.38%
JNJ	Johnson & Johnson Healthcare	Added	3,985	+82	$660,872	+17.1%	10	before history	0.36%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,640	-51	$647,592	+0.4%	9	$142.44	0.35%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Added	2,519	+58	$634,208	−8.0%	10	before history	0.35%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	Reduced	5,706	-138	$620,185	−0.7%	7	unpriced	0.34%

Showing the top 50 of 115 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.