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Showing Q1 2025 data
Lane & Associates LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Lane & Associates LLC
•CIK: 2018909•Filing: Q1 2025
**Lane & Associates LLC** manages $186M across a diversified portfolio of 115 positions. The fund exhibits a notable tilt toward broad market exposure, with top holdings including VTI ($15.2M) and SPYG ($12.7M). Significant allocations are also visible in sector-specific and international plays, notably SCHX ($11.5M) and SPY ($11.1M). This structure suggests a systematic approach balancing core U.S. equity exposure with targeted factor and geographical diversification.
Total AUM
$185.5M
QoQ Performance
-4.1%
Positions
70
Top 10 Concentration
46.1%
Latest Filing
Q1 2025
Top Holdings Allocation
VTI
SPYG
SCHX
SPY
VTI8.2%
SPYG6.9%
SCHX6.2%
SPY6.0%
EFG3.3%
DFIV3.3%
IEFA3.2%
VYM3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.6%
ETF7.8%
Technology5.9%
Healthcare2.0%
Financial1.5%
Consumer1.2%
Consumer Staples0.6%
Energy0.3%
🚪 Exited Positionssold since Q4 2024
+4 more exited positions
Changes from Q4 2024
NEW3 new positions
↑64 increased
↓44 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024