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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922908363

VOO|922908363

Shares:1.8K

Value:$909.8K

% of Portfolio:0.5% ($909.8K/$185.5M)

VISA INC.

V|92826C839

Shares:2.6K

Value:$896.6K

% of Portfolio:0.5% ($896.6K/$185.5M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:2.1K

Value:$872.8K

% of Portfolio:0.5% ($872.8K/$185.5M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:2.8K

Value:$865.0K

% of Portfolio:0.5% ($865.0K/$185.5M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.8K

Value:$858.9K

% of Portfolio:0.5% ($858.9K/$185.5M)

46434G103

IEMG|46434G103

Shares:14.9K

Value:$804.0K

% of Portfolio:0.4% ($804.0K/$185.5M)

464288653

Shares:7.2K

Value:$743.6K

% of Portfolio:0.4% ($743.6K/$185.5M)

AMAZON COM INC

AMZN|023135106

Shares:3.6K

Value:$690.3K

% of Portfolio:0.4% ($690.3K/$185.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.0K

Value:$660.9K

% of Portfolio:0.4% ($660.9K/$185.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.6K

Value:$647.5K

% of Portfolio:0.3% ($647.5K/$185.5M)

922908595

VBK|922908595

Shares:2.5K

Value:$634.1K

% of Portfolio:0.3% ($634.1K/$185.5M)

464287242

Shares:5.7K

Value:$620.2K

% of Portfolio:0.3% ($620.2K/$185.5M)

808524797

SCHD|808524797

Shares:21.9K

Value:$611.6K

% of Portfolio:0.3% ($611.6K/$185.5M)

032108409

Shares:14.4K

Value:$585.5K

% of Portfolio:0.3% ($585.5K/$185.5M)

921910816

MGK|921910816

Shares:1.8K

Value:$569.8K

% of Portfolio:0.3% ($569.8K/$185.5M)

464285204

Shares:9.6K

Value:$568.8K

% of Portfolio:0.3% ($568.8K/$185.5M)

922908611

VBR|922908611

Shares:3.1K

Value:$568.4K

% of Portfolio:0.3% ($568.4K/$185.5M)

922908538

VOT|922908538

Shares:2.3K

Value:$556.0K

% of Portfolio:0.3% ($556.0K/$185.5M)

97717X669

Shares:6.6K

Value:$526.1K

% of Portfolio:0.3% ($526.1K/$185.5M)

46434V621

DGRO|46434V621

Shares:8.5K

Value:$525.9K

% of Portfolio:0.3% ($525.9K/$185.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	1.8K	QoQ +18.07% (+271) YoY +20.32% (+299)	All Managers (Combined)	$909.8K	0.5% ($909.8K/$185.5M)	QoQ +9.64% (+$80.1K) YoY +28.62% (+$202.5K)
VISA INC.(Vcusip92826C839)	2.6K	QoQ -0.81% (-21) YoY +0.66% (+17)	All Managers (Combined)	$896.6K	0.5% ($896.6K/$185.5M)	QoQ +1.71% (-$15.1K) YoY +26.44% (+$187.5K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	2.1K	QoQ -0.04% (-1) YoY -23.19% (-628)	All Managers (Combined)	$872.8K	0.5% ($872.8K/$185.5M)	QoQ -5.77% (-$53.4K) YoY -18.94% (-$204.1K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	2.8K	QoQ -0.38% (-11) YoY NEW(+2.8K)	All Managers (Combined)	$865.0K	0.5% ($865.0K/$185.5M)	QoQ +0.44% (-$3.8K) YoY NEW(+$865.0K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.8K	QoQ +0.93% (-17) YoY -21.64% (-506)	All Managers (Combined)	$858.9K	0.5% ($858.9K/$185.5M)	QoQ -9.37% (-$88.9K) YoY -17.25% (-$179.1K)
(IEMGcusip46434G103)	14.9K	QoQ -3.29% (-507) YoY -71.42% (-37.2K)	All Managers (Combined)	$804.0K	0.4% ($804.0K/$185.5M)	QoQ -1.50% (-$12.3K) YoY -70.11% (-$1.9M)
(cusip464288653)✕	7.2K	QoQ +130.26% (+4.1K) YoY -7.16% (-553)	All Managers (Combined)	$743.6K	0.4% ($743.6K/$185.5M)	QoQ +138.28% (+$431.6K) YoY -8.29% (-$67.3K)
AMAZON COM INC(AMZNcusip023135106)	3.6K	QoQ +2.60% (-92) YoY +8.65% (+289)	All Managers (Combined)	$690.3K	0.4% ($690.3K/$185.5M)	QoQ -17.86% (-$150.2K) YoY +14.60% (+$88.0K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.0K	QoQ +2.10% (+82) YoY -3.74% (-155)	All Managers (Combined)	$660.9K	0.4% ($660.9K/$185.5M)	QoQ +11.31% (+$67.2K) YoY +0.92% (-$6.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.6K	QoQ -1.89% (-51) YoY -4.89% (-136)	All Managers (Combined)	$647.5K	0.3% ($647.5K/$185.5M)	QoQ -9.96% (-$71.7K) YoY +16.43% (-$91.4K)
(VBKcusip922908595)	2.5K	QoQ +2.35% (-58) YoY +0.92% (-23)	All Managers (Combined)	$634.1K	0.3% ($634.1K/$185.5M)	QoQ -11.71% (-$84.2K) YoY -2.56% (-$16.7K)
(cusip464287242)✕	5.7K	QoQ -2.36% (-138) YoY -43.59% (-4.4K)	All Managers (Combined)	$620.2K	0.3% ($620.2K/$185.5M)	QoQ -1.25% (-$7.9K) YoY -43.71% (-$481.8K)
(SCHDcusip808524797)	21.9K	QoQ +44.45% (+6.7K) YoY NEW(+21.9K)	All Managers (Combined)	$611.6K	0.3% ($611.6K/$185.5M)	QoQ +45.13% (+$190.2K) YoY NEW(+$611.6K)
(cusip032108409)✕	14.4K	QoQ +0.39% (-56) YoY +1.68% (+238)	All Managers (Combined)	$585.5K	0.3% ($585.5K/$185.5M)	QoQ -3.14% (-$19.0K) YoY +6.63% (+$36.4K)
(MGKcusip921910816)	1.8K	QoQ 0.00% (-0) YoY NEW(+1.8K)	All Managers (Combined)	$569.8K	0.3% ($569.8K/$185.5M)	QoQ -11.27% (-$72.4K) YoY NEW(+$569.8K)
(cusip464285204)✕	9.6K	QoQ +44.26% (+3.0K) YoY NEW(+9.6K)	All Managers (Combined)	$568.8K	0.3% ($568.8K/$185.5M)	QoQ +60.88% (+$215.2K) YoY NEW(+$568.8K)
(VBRcusip922908611)	3.1K	QoQ -0.87% (-27) YoY -9.14% (-307)	All Managers (Combined)	$568.4K	0.3% ($568.4K/$185.5M)	QoQ -10.06% (-$63.6K) YoY -11.77% (-$75.8K)
(VOTcusip922908538)	2.3K	QoQ -4.17% (-99) YoY -51.31% (-2.4K)	All Managers (Combined)	$556.0K	0.3% ($556.0K/$185.5M)	QoQ -13.31% (-$85.4K) YoY -49.49% (-$544.9K)
(cusip97717X669)✕	6.6K	QoQ 0.00% (-0) YoY +3.94% (+250)	All Managers (Combined)	$526.1K	0.3% ($526.1K/$185.5M)	QoQ -4.12% (-$22.7K) YoY +8.95% (+$43.2K)
(DGROcusip46434V621)	8.5K	QoQ +12.74% (+962) YoY +39.88% (+2.4K)	All Managers (Combined)	$525.9K	0.3% ($525.9K/$185.5M)	QoQ +9.73% (+$46.6K) YoY +48.83% (+$172.5K)