Lane & Associates is an investment fund managing more than $169 billion ran by Michael Stringer. There are currently 69 companies in Mr. Stringer’s portfolio. The largest investments include Spdr S&p 500 Etf Tr and Vanguard Index Fds, together worth $47.4 billion.
As of 31st July 2024, Lane & Associates’s top holding is 40,822 shares of Spdr S&p 500 Etf Tr currently worth over $22.2 billion and making up 13.2% of the portfolio value.
In addition, the fund holds 100,961 shares of Vanguard Index Fds worth $25.2 billion.
The third-largest holding is Dimensional Etf Trust worth $7.66 billion and the next is Microsoft worth $6.57 billion, with 14,699 shares owned.
Currently, Lane & Associates's portfolio is worth at least $169 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Lane & Associates office and employees reside in Moorestown, New Jersey. According to the last 13-F report filed with the SEC, Michael Stringer serves as the COO at Lane & Associates.
In the most recent 13F filing, Lane & Associates revealed that it had opened a new position in
Procter And Gamble Co and bought 13,645 shares worth $2.25 billion.
The investment fund also strengthened its position in Spdr S&p 500 Etf Tr by buying
1,709 additional shares.
This makes their stake in Spdr S&p 500 Etf Tr total 40,822 shares worth $22.2 billion.
On the other hand, there are companies that Lane & Associates is getting rid of from its portfolio.
Lane & Associates closed its position in Ishares Tr on 7th August 2024.
It sold the previously owned 20,690 shares for $1.03 billion.
Michael Stringer also disclosed a decreased stake in Vanguard Index Fds by approximately 0.1%.
This leaves the value of the investment at $25.2 billion and 100,961 shares.
The two most similar investment funds to Lane & Associates are Fairfield, Bush & Co and Custom Index Systems. They manage $169 billion and $169 billion respectively.
Lane & Associates’s portfolio is diversified across 9 sectors.
Currently, their heaviest sector is Technology — making up 5.5% of
the total portfolio value.
The fund focuses on investments in the United States as
43.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
38% of the total holdings value.
On the other hand, small-cap stocks make up only 1.4% of the portfolio.
The average market cap of the portfolio companies is close to $353 billion.
These positions were updated on August 7th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr S&p 500 Etf Tr |
4.37%
40,822
|
$22,215,965,000 | 13.17% |
| Vanguard Index Fds |
5.38%
100,961
|
$25,183,911,000 | 14.93% |
| Dimensional Etf Trust |
32.99%
216,108
|
$7,657,231,000 | 4.54% |
| Microsoft Corporation |
80.13%
14,699
|
$6,569,545,000 | 3.90% |
| Vanguard Admiral Fds Inc |
20.80%
38,160
|
$6,882,238,000 | 4.08% |
| Spdr Index Shs Fds |
19.47%
91,553
|
$6,332,155,000 | 3.75% |
| Ishares Tr |
7.62%
420,143
|
$37,921,490,000 | 22.49% |
| Spdr Ser Tr |
7.10%
70,508
|
$5,738,170,000 | 3.40% |
| Apple Inc |
0.67%
19,145
|
$4,032,247,000 | 2.39% |
| Vanguard Whitehall Fds |
4.85%
31,926
|
$3,786,458,000 | 2.25% |
| Invesco Exchange Traded Fd T |
7.69%
27,653
|
$4,184,844,000 | 2.48% |
| Pacer Fds Tr |
51.17%
123,662
|
$5,770,646,000 | 3.42% |
| Ishares Inc |
10.57%
57,636
|
$3,085,254,000 | 1.83% |
| Eli Lilly & Co |
1.07%
2,595
|
$2,349,676,000 | 1.39% |
| Procter And Gamble Co |
Opened
13,645
|
$2,250,373,000 | 1.33% |
| Vanguard Mun Bd Fds |
4.85%
32,755
|
$1,641,335,000 | 0.97% |
| NVIDIA Corp |
1,452.51%
13,274
|
$1,639,904,000 | 0.97% |
| Vanguard Intl Equity Index F |
0.03%
19,413
|
$1,138,394,000 | 0.68% |
| Spdr Dow Jones Indl Average |
1.22%
2,674
|
$1,045,846,000 | 0.62% |
| Fidelity Comwlth Tr |
1.12%
14,518
|
$1,015,239,000 | 0.60% |
| Janus Detroit Str Tr |
88.47%
17,692
|
$900,194,000 | 0.53% |
| Ishares Tr |
Opened
30,468
|
$687,654,000 | 0.41% |
| Visa Inc |
0.04%
2,542
|
$667,239,000 | 0.40% |
| Invesco Exch Traded Fd Tr Ii |
19.75%
11,384
|
$1,166,616,000 | 0.69% |
| Amazon.com Inc. |
1.47%
3,290
|
$635,793,000 | 0.38% |
| Johnson & Johnson |
2.68%
4,251
|
$621,385,000 | 0.37% |
| JPMorgan Chase & Co. |
6.56%
2,958
|
$598,185,000 | 0.35% |
| Exxon Mobil Corp. |
0.40%
5,007
|
$576,375,000 | 0.34% |
| Amplify Etf Tr |
0.69%
14,219
|
$550,273,000 | 0.33% |
| Ishares Tr |
Closed
20,690
|
$1,031,958,000 | |
| Wisdomtree Tr |
No change
6,338
|
$494,681,000 | 0.29% |
| General Dynamics Corp. |
9.03%
1,655
|
$480,218,000 | 0.28% |
| Automatic Data Processing In |
Opened
1,874
|
$447,285,000 | 0.27% |
| AMGEN Inc. |
9.42%
1,429
|
$446,349,000 | 0.26% |
| J P Morgan Exchange Traded F |
Closed
9,392
|
$433,827,000 | |
| Hartford Finl Svcs Group Inc |
1.49%
4,237
|
$425,956,000 | 0.25% |
| Pepsico Inc |
8.03%
2,475
|
$408,197,000 | 0.24% |
| Trade Desk Inc |
0.86%
4,118
|
$402,205,000 | 0.24% |
| Merck & Co Inc |
5.87%
3,246
|
$401,802,000 | 0.24% |
| Berkshire Hathaway Inc. |
3.15%
981
|
$399,071,000 | 0.24% |
| Chevron Corp. |
14.19%
2,495
|
$390,233,000 | 0.23% |
| Blackrock Inc. |
7.13%
496
|
$390,162,000 | 0.23% |
| Evercore Inc |
1.61%
1,833
|
$382,037,000 | 0.23% |
| Vanguard Specialized Funds |
1.17%
1,988
|
$362,996,000 | 0.22% |
| Goldman Sachs Group, Inc. |
0.77%
770
|
$348,342,000 | 0.21% |
| Texas Instrs Inc |
0.52%
1,718
|
$334,191,000 | 0.20% |
| Alphabet Inc |
0.06%
1,729
|
$317,139,000 | 0.19% |
| United Parcel Service, Inc. |
5.51%
2,222
|
$304,087,000 | 0.18% |
| Altria Group Inc. |
5.19%
6,214
|
$283,050,000 | 0.17% |
| Invesco Exch Traded Fd Tr Ii |
Closed
9,729
|
$281,274,000 | |
| Eaton Vance Tax-managed Dive |
2.23%
19,721
|
$277,084,000 | 0.16% |
| Unitedhealth Group Inc |
17.69%
539
|
$274,454,000 | 0.16% |
| Home Depot, Inc. |
3.84%
784
|
$269,771,000 | 0.16% |
| Toronto Dominion Bk Ont |
1.08%
4,850
|
$266,556,000 | 0.16% |
| Mcdonalds Corp |
15.86%
1,023
|
$260,733,000 | 0.15% |
| Verizon Communications Inc |
4.92%
6,200
|
$255,690,000 | 0.15% |
| Kroger Co. |
2.22%
5,113
|
$255,305,000 | 0.15% |
| Canadian Nat Res Ltd |
105.49%
7,034
|
$250,410,000 | 0.15% |
| Best Buy Co. Inc. |
2.77%
2,931
|
$247,029,000 | 0.15% |
| J P Morgan Exchange Traded F |
66.03%
5,211
|
$245,561,000 | 0.15% |
| Unum Group |
2.31%
4,653
|
$237,828,000 | 0.14% |
| Snap-on, Inc. |
0.11%
908
|
$237,263,000 | 0.14% |
| Vanguard Star Fds |
0.21%
3,892
|
$234,672,000 | 0.14% |
| Vanguard World Fd |
14.48%
1,977
|
$234,308,000 | 0.14% |
| Eaton Vance Tax-managed Glob |
2.42%
27,580
|
$233,048,000 | 0.14% |
| Vanguard Charlotte Fds |
Closed
4,722
|
$232,275,000 | |
| Meta Platforms Inc |
8.50%
447
|
$225,449,000 | 0.13% |
| Spdr S&p Midcap 400 Etf Tr |
1.22%
415
|
$222,080,000 | 0.13% |
| Price T Rowe Group Inc |
5.02%
1,911
|
$220,301,000 | 0.13% |
| Analog Devices Inc. |
Opened
886
|
$202,179,000 | 0.12% |
| Perpetua Resources Corp |
No change
12,892
|
$67,038,000 | 0.04% |
| Grab Holdings Limited |
3.19%
12,770
|
$45,334,000 | 0.03% |
| Accuray Inc |
Opened
12,186
|
$22,179,000 | 0.01% |
| No transactions found | |||
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