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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REGIONS FINANCIAL CORP

RF|7591EP100

Shares:12.8K

Value:$277.5K

% of Portfolio:0.1% ($277.5K/$185.5M)

464287168

DVY|464287168

Shares:2.0K

Value:$274.0K

% of Portfolio:0.1% ($274.0K/$185.5M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2.4K

Value:$269.3K

% of Portfolio:0.1% ($269.3K/$185.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:496

Value:$264.2K

% of Portfolio:0.1% ($264.2K/$185.5M)

33740F169

Shares:13.1K

Value:$258.0K

% of Portfolio:0.1% ($258.0K/$185.5M)

Meta Platforms, Inc.

META|30303M102

Shares:441

Value:$254.3K

% of Portfolio:0.1% ($254.3K/$185.5M)

CANADIAN NATURAL RESOURCES LTD

CNQ|136385101

Shares:8.1K

Value:$251.0K

% of Portfolio:0.1% ($251.0K/$185.5M)

921909768

VXUS|921909768

Shares:3.9K

Value:$243.6K

% of Portfolio:0.1% ($243.6K/$185.5M)

HERSHEY CO

HSY|427866108

Shares:1.4K

Value:$241.4K

% of Portfolio:0.1% ($241.4K/$185.5M)

33740F243

Shares:11.8K

Value:$238.0K

% of Portfolio:0.1% ($238.0K/$185.5M)

464288687

Shares:7.3K

Value:$225.1K

% of Portfolio:0.1% ($225.1K/$185.5M)

PERPETUA RESOURCES CORP.

PPTA|714266103

Shares:16.5K

Value:$176.2K

% of Portfolio:0.1% ($176.2K/$185.5M)

FIGS, Inc.

FIGS|30260D103

Shares:21.4K

Value:$98.2K

% of Portfolio:0.1% ($98.2K/$185.5M)

Grab Holdings Ltd

GRAB|G4124C109

Shares:13.1K

Value:$59.1K

% of Portfolio:0.0% ($59.1K/$185.5M)

ACCURAY INC

ARAY|004397105

Shares:11.0K

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$185.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
REGIONS FINANCIAL CORP(RFcusip7591EP100)	12.8K	QoQ -0.63% (-82) YoY NEW(+12.8K)	All Managers (Combined)	$277.5K	0.1% ($277.5K/$185.5M)	QoQ -12.37% (-$39.2K) YoY NEW(+$277.5K)
(DVYcusip464287168)	2.0K	QoQ +0.14% (-3) YoY -17.74% (-440)	All Managers (Combined)	$274.0K	0.1% ($274.0K/$185.5M)	QoQ -0.18% (-$514) YoY -10.28% (-$31.4K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	2.4K	QoQ +6.84% (+157) YoY +16.28% (-343)	All Managers (Combined)	$269.3K	0.1% ($269.3K/$185.5M)	QoQ +2.87% (+$7.5K) YoY -13.96% (-$43.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	496	QoQ +11.71% (+52) YoY -47.84% (-455)	All Managers (Combined)	$264.2K	0.1% ($264.2K/$185.5M)	QoQ +26.94% (+$56.1K) YoY -33.94% (-$135.8K)
(cusip33740F169)✕	13.1K	QoQ +6.09% (+750) YoY NEW(+13.1K)	All Managers (Combined)	$258.0K	0.1% ($258.0K/$185.5M)	QoQ +8.39% (+$20.0K) YoY NEW(+$258.0K)
Meta Platforms, Inc.(METAcusip30303M102)	441	QoQ -2.86% (-13) YoY +7.03% (+29)	All Managers (Combined)	$254.3K	0.1% ($254.3K/$185.5M)	QoQ -18.75% (-$58.7K) YoY +27.11% (+$54.2K)
CANADIAN NATURAL RESOURCES LTD(CNQcusip136385101)	8.1K	QoQ +2.80% (+222) YoY +138.06% (-4.7K)	All Managers (Combined)	$251.0K	0.1% ($251.0K/$185.5M)	QoQ +4.32% (+$10.4K) YoY -3.92% (-$10.3K)
(VXUScusip921909768)	3.9K	QoQ -4.59% (-189) YoY +1.00% (+39)	All Managers (Combined)	$243.6K	0.1% ($243.6K/$185.5M)	QoQ -2.75% (-$6.9K) YoY +4.01% (+$9.4K)
HERSHEY CO(HSYcusip427866108)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$241.4K	0.1% ($241.4K/$185.5M)	QoQ NEW(+$241.4K) YoY NEW(+$241.4K)
(cusip33740F243)✕	11.8K	QoQ +6.55% (-723) YoY NEW(+11.8K)	All Managers (Combined)	$238.0K	0.1% ($238.0K/$185.5M)	QoQ -0.83% (-$2.0K) YoY NEW(+$238.0K)
(cusip464288687)✕	7.3K	QoQ -55.08% (-9.0K) YoY -53.43% (-8.4K)	All Managers (Combined)	$225.1K	0.1% ($225.1K/$185.5M)	QoQ -56.60% (-$293.7K) YoY -55.60% (-$281.9K)
PERPETUA RESOURCES CORP.(PPTAcusip714266103)	16.5K	QoQ +3.12% (-500) YoY +27.88% (+3.6K)	All Managers (Combined)	$176.2K	0.1% ($176.2K/$185.5M)	QoQ -6.57% (-$12.4K) YoY +228.62% (+$122.6K)
FIGS, Inc.(FIGScusip30260D103)	21.4K	QoQ +41.75% (+6.3K) YoY NEW(+21.4K)	All Managers (Combined)	$98.2K	0.1% ($98.2K/$185.5M)	QoQ +14.35% (+$12.3K) YoY NEW(+$98.2K)
Grab Holdings Ltd(GRABcusipG4124C109)	13.1K	QoQ +2.48% (+317) YoY +5.47% (+677)	All Managers (Combined)	$59.1K	0.0% ($59.1K/$185.5M)	QoQ +1.37% (+$800) YoY +52.15% (+$20.3K)
ACCURAY INC(ARAYcusip004397105)	11.0K	QoQ -2.66% (-301) YoY NEW(+11.0K)	All Managers (Combined)	$19.7K	0.0% ($19.7K/$185.5M)	QoQ -21.86% (-$5.5K) YoY NEW(+$19.7K)