DOSSIER · 13F-HR · Q1 2025

Lane & Associates LLC

$186M in tracked AUM across 115 positions as of Q1 2025.

L&
CIK 0002018909 · last filed Mar 31, 2025
Total AUM
$186M
as of Q1 2025
Holdings
115
positions
Whale Score
39
39
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2025

Lane & Associates LLC filed its latest 13F-HR for Q1 2025. See the latest holdings and position changes below.

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight
Loading holdings…

Filing history

2025Q1Mar 31
$186M 4.1%
115 positionsLocked
2024Q4Dec 31
$194M 5.4%
121 positionsLocked
2024Q3Sep 30
$184M 8.3%
113 positionsLocked
2024Q2Jun 30
$170M 6.7%
112 positionsLocked
2024Q1Mar 31
$159M 15.6%
113 positionsLocked
2023Q4Dec 31
$137M 10.4%
102 positionsLocked
2023Q3Sep 30
$124M 1.0%
105 positionsLocked
2023Q2Jun 30
$126M 12.1%
101 positionsLocked
2023Q1Mar 31
$112M 6.3%
96 positionsLocked
2022Q4Dec 31
$106M
92 positionsLocked