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CIK: 0002018909
Total reported value
$185.5M
$185.5M
113 檔
33.5%
During the Q3 2024 filing period, Lane & Associates LLC (CIK: 0002018909) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $185.5M across 113 reported positions.
During Q3 2024, Lane & Associates LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.85% | — | +8.60% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.44% | — | +5.13% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.10% | — | +105.12% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.76% | — | +22.60% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 3.67% | — | -5.05% | |
| 6 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 3.50% | — | -9.07% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.15% | — | -8.63% | |
| 8 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 2.91% | — | -14.60% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.45% | — | +9.88% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.29% | — | -5.74% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.24% | — | +24.83% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 1.89% | — | -15.82% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.83% | — | +0.44% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.74% | — | -19.16% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.57% | — | +1.33% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | — | -1.87% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.39% | — | +184.58% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.38% | — | -2.25% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-Other | 1.36% | — | +10.07% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.33% | — | +3.33% | |
| 21 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.30% | — | +21.15% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.28% | — | +2.54% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.24% | — | +0.55% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.20% | — | +100.90% | |
| 25 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.13% | — | +7.75% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.95% | — | +3.90% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.92% | — | -10.14% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.91% | — | -49.22% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.86% | — | — | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.85% | — | +6.62% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.85% | — | +5.48% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | — | -2.97% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.82% | — | +1.57% | |
| 34 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.75% | — | -3.65% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.74% | — | -21.46% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.67% | — | — | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.59% | — | -18.48% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.59% | — | -72.29% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.57% | — | +3.72% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | — | +2.23% | |
| 41 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.53% | — | -23.12% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.52% | — | -42.85% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.52% | — | -15.89% | |
| 44 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.52% | — | -8.70% | |
| 45 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.51% | — | +5.84% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | — | +0.40% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.42% | — | +50.21% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | — | +8.85% | |
| 49 | IFRA | Ishares US Infrastructure | ETF-Other | 0.39% | — | +20.46% | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.39% | — | +0.99% |
According to official SEC Form 13F filings, Lane & Associates LLC reported a total U.S. public equity portfolio value of $185.5M across 113 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, VTI, SPYG) accounted for 33.5% of total reported equity market value during Q3 2024.
During Q3 2024, Lane & Associates LLC's top holdings by market value included SPY (13.8%)、VTI (7.4%)、SPYG (5.1%). The largest single position, SPY, represented 13.8% of total portfolio value.
In Q3 2024, Lane & Associates LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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