Lane--Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GRAB",
  "RF",
  null,
  "BLK",
  null,
  "AVGO",
  "LOW",
  null,
  null,
  "HD",
  "MCD",
  null,
  null,
  null,
  "EMXC",
  "META",
  null,
  "PPTA",
  "IVW",
  "IJH",
  null,
  null,
  null,
  "MSFT",
  "MS",
  "HIG",
  "HSY",
  "IJR",
  "EFG",
  "KR",
  null,
  null,
  "EEM",
  "PEP",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  "IEFA",
  null,
  "SCHX",
  null,
  "SNA",
  "GLD",
  null,
  "SPYG",
  "TXN",
  "UNM",
  "UPS",
  "VO",
  null,
  null,
  "ARAY",
  null,
  "VIG",
  null,
  "IWO",
  "VYM",
  "FIGS",
  null,
  "AMZN",
  "IVE",
  null,
  null,
  null,
  "VEU",
  "VUG",
  "MGK",
  "VOOV",
  "VXUS",
  "VOOG",
  "VBK",
  "VTEB",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  null,
  "CNQ",
  "SCHD",
  "DVY",
  null,
  "DIA",
  null,
  null,
  "IXUS",
  "DGRO",
  "ADP",
  "BRK-B",
  "CVX",
  "DFAC",
  "RSP",
  null,
  "EFA",
  "QQQ",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  null,
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 115
Total Value: 185518027
Accession Number: 0002018909-25-000003
Form Type: 13F-HR
CIK: lane--associates
Manager Name: Lane--Associates

Data Enrichment

72% identified

83 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

115 positions • $185.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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69374H857

Shares:63.5K

Value:$2.4M

% of Portfolio:1.3% ($2.4M/$185.5M)

46429B663

Shares:19.3K

Value:$2.3M

% of Portfolio:1.3% ($2.3M/$185.5M)

46434G764

EMXC|46434G764

Shares:42.1K

Value:$2.3M

% of Portfolio:1.3% ($2.3M/$185.5M)

464287721

Shares:16.5K

Value:$2.3M

% of Portfolio:1.3% ($2.3M/$185.5M)

464287309

IVW|464287309

Shares:24.3K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$185.5M)

ELI LILLY & Co

LLY|532457108

Shares:2.5K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$185.5M)

464287648

IWO|464287648

Shares:8.0K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$185.5M)

922908744

VTV|922908744

Shares:11.0K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$185.5M)

464287507

IJH|464287507

Shares:27.8K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$185.5M)

464287804

IJR|464287804

Shares:15.4K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$185.5M)

922908736

VUG|922908736

Shares:4.1K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.5M)

33740F755

Shares:51.0K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.5M)

46432F834

IXUS|46432F834

Shares:21.4K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.5M)

NVIDIA CORP

NVDA|67066G104

Shares:12.9K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$185.5M)

69374H709

Shares:34.6K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$185.5M)

808524839

Shares:54.0K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$185.5M)

25434V708

DFAC|25434V708

Shares:35.8K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$185.5M)

78464A201

Shares:14.1K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$185.5M)

922042775

VEU|922042775

Shares:19.1K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$185.5M)

315912808

Shares:14.0K

Value:$954.4K

% of Portfolio:0.5% ($954.4K/$185.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip69374H857)✕	63.5K	QoQ +8.33% (-4.9K) YoY +220.62% (+43.7K)	All Managers (Combined)	$2.4M	1.3% ($2.4M/$185.5M)	QoQ -7.89% (-$204.3K) YoY +144.57% (+$1.4M)
(cusip46429B663)✕	19.3K	QoQ +1.17% (+224) YoY -14.46% (-3.3K)	All Managers (Combined)	$2.3M	1.3% ($2.3M/$185.5M)	QoQ +6.91% (+$151.0K) YoY -5.99% (-$149.0K)
(EMXCcusip46434G764)	42.1K	QoQ +4.00% (+1.6K) YoY NEW(+42.1K)	All Managers (Combined)	$2.3M	1.3% ($2.3M/$185.5M)	QoQ +1.55% (+$35.6K) YoY NEW(+$2.3M)
(cusip464287721)✕	16.5K	QoQ +3.20% (-513) YoY +139.64% (+9.6K)	All Managers (Combined)	$2.3M	1.3% ($2.3M/$185.5M)	QoQ -9.22% (-$235.7K) YoY +149.20% (+$1.4M)
(IVWcusip464287309)	24.3K	QoQ -1.62% (-401) YoY +9.83% (+2.2K)	All Managers (Combined)	$2.3M	1.2% ($2.3M/$185.5M)	QoQ -12.35% (-$317.4K) YoY +20.74% (+$386.8K)
ELI LILLY & Co(LLYcusip532457108)	2.5K	QoQ -2.27% (-59) YoY -3.27% (-86)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$185.5M)	QoQ -0.52% (-$11.0K) YoY +2.66% (-$54.3K)
(IWOcusip464287648)	8.0K	QoQ +5.83% (-444) YoY +100.77% (+4.0K)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$185.5M)	QoQ -8.91% (-$201.2K) YoY +89.43% (+$971.0K)
(VTVcusip922908744)	11.0K	QoQ +14.16% (+1.4K) YoY +33.35% (+2.7K)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$185.5M)	QoQ +11.59% (+$196.9K) YoY +41.44% (+$555.2K)
(IJHcusip464287507)	27.8K	QoQ +0.52% (-145) YoY +28.05% (+6.1K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$185.5M)	QoQ -9.27% (-$166.0K) YoY +23.01% (+$303.9K)
(IJRcusip464287804)	15.4K	QoQ +5.16% (-754) YoY -16.85% (-3.1K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$185.5M)	QoQ -7.15% (-$123.7K) YoY -21.33% (-$435.7K)
(VUGcusip922908736)	4.1K	QoQ +7.03% (-270) YoY +5.52% (+215)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.5M)	QoQ -5.11% (-$82.2K) YoY +13.70% (+$183.6K)
(cusip33740F755)✕	51.0K	QoQ +30.90% (+12.0K) YoY NEW(+51.0K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.5M)	QoQ +25.45% (+$307.0K) YoY NEW(+$1.5M)
(IXUScusip46432F834)	21.4K	QoQ -9.48% (-2.2K) YoY +43.83% (+6.5K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.5M)	QoQ -7.61% (-$123.2K) YoY +47.96% (+$484.2K)
NVIDIA CORP(NVDAcusip67066G104)	12.9K	QoQ -1.61% (-213) YoY +1413.68% (+12.1K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$185.5M)	QoQ -11.20% (-$176.9K) YoY +81.61% (+$630.3K)
(cusip69374H709)✕	34.6K	QoQ +7.03% (+2.3K) YoY +70.57% (+14.3K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$185.5M)	QoQ +14.06% (+$157.7K) YoY +81.78% (+$575.1K)
(cusip808524839)✕	54.0K	QoQ NEW(+54.0K) YoY NEW(+54.0K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$185.5M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(DFACcusip25434V708)	35.8K	QoQ +7.32% (-2.4K) YoY +20.01% (+6.0K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$185.5M)	QoQ -0.74% (-$8.8K) YoY +23.91% (+$228.3K)
(cusip78464A201)✕	14.1K	QoQ +0.39% (-55) YoY -16.94% (-2.9K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$185.5M)	QoQ -11.25% (-$148.6K) YoY -20.97% (-$311.1K)
(VEUcusip922042775)	19.1K	QoQ -1.73% (-336) YoY -1.73% (-336)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$185.5M)	QoQ +0.40% (-$4.7K) YoY +1.63% (-$18.7K)
(cusip315912808)✕	14.0K	QoQ +1.77% (-245) YoY -4.48% (-659)	All Managers (Combined)	$954.4K	0.5% ($954.4K/$185.5M)	QoQ -10.25% (-$109.1K) YoY +0.94% (-$8.9K)