Lane & Associates LLC

CIK

2018909

Location

MOORESTOWN, NJ

Portfolio Value

Micro $583,795

Diversification

Diversified

Filing Date

Global Rank

#6,536 / 7,977 ▼ 232

Top Industry

Software - Infrastructure 16.6%

3Y Alpha vs SPY

-2.6%

Period ended 1 year ago

Filed May 1, 2025 · 1y

10 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+63.3%

SPY

+74.2%

Annualised alpha

-2.6%

Max drawdown

−18.2%

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

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

Top Position

26.3%

−17.1 pts

Top 5

58.2%

−9.4 pts

Top 10

69.9%

−6.9 pts

HHI

1,025

Diversified−1,060

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	33.3%	$13,984,978	6
Technology	26.9%	$11,315,603	7
Consumer Defensive	10.0%	$4,203,458	5
Financial Services	9.3%	$3,926,198	9
Healthcare	8.8%	$3,694,690	5
Consumer Cyclical	5.5%	$2,295,722	6
Energy	2.9%	$1,199,013	3
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
GLD	Spdr Gold Trust	+166	970	$279,495
AAPL	Apple Inc.	+166	16,836	$3,739,780
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

19 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
XOM	Exxon Mobil Corp	−162	3,961	$471,081
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

2 positions · $583,795 total · Industrials only · 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	History
SNA	Snap-on Inc Industrials	Reduced	933	-12	$314,430	−2.0%	53.86%
UPS	United Parcel Service Inc Industrials	Added	2,449	+157	$269,365	−6.8%	46.14%