LANE BROTHERS & CO INC
Top Portfolio Positions
33 positions ·
$17,777,514 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
18,838 | $3,285,347 | 18.48% | |
| AAPL |
Apple Inc.
Technology
|
7,943 | $2,015,853 | 11.34% | |
| MSFT |
Microsoft Corp
Technology
|
3,904 | $1,445,143 | 8.13% | |
| UL |
Unilever PLC
Consumer Defensive
|
14,611 | $832,388 | 4.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,731 | $785,326 | 4.42% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
9,503 | $756,533 | 4.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,577 | $744,981 | 4.19% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
626 | $623,765 | 3.51% | |
| XOM |
Exxon Mobil Corp
Energy
|
2,702 | $458,421 | 2.58% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
6,650 | $432,250 | 2.43% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BBBY
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $120,640 | 26,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $141,960 | 26,000 | Shares | Sole | 2026-03-13 | |
| No 13F history on record for this holder in this stock. | ||||||