Douglas Lane & Associates, LLC Top Holdings and 13F Report (2025)

About Douglas Lane & Associates, LLC

Investment Activity

Douglas Lane & Associates, LLC has $6.90 billion in total holdings as of June 30, 2025.
Douglas Lane & Associates, LLC owns shares of 238 different stocks, but just 69 companies or ETFs make up 80% of its holdings.
Approximately 1.69% of the portfolio was purchased this quarter.
About 6.54% of the portfolio was sold this quarter.
This quarter, Douglas Lane & Associates, LLC has purchased 236 new stocks and bought additional shares in 54 stocks.
Douglas Lane & Associates, LLC sold shares of 158 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

NVIDIA: $282,983,270
JPMorgan Chase & Co.: $203,237,552
Microsoft: $180,132,675
QUALCOMM: $163,318,888
Alphabet: $157,083,819

Largest New Holdings this Quarter

859241101 - Sterling Infrastructure: $369,168 Holding
808513105 - Charles Schwab: $241,984 Holding
874039100 - Taiwan Semiconductor Manufacturing: $236,340 Holding
502431109 - L3Harris Technologies: $235,790 Holding
21037T109 - Constellation Energy: $234,001 Holding

Largest Purchases this Quarter

Amazon.com: 110,881 shares (about $24.33M)
Salesforce: 52,956 shares (about $14.44M)
PepsiCo: 70,450 shares (about $9.30M)
Intuit: 10,822 shares (about $8.52M)
Zoetis: 54,295 shares (about $8.47M)

Largest Sales this Quarter

Charter Communications: 62,715 shares (about $25.64M)
NVIDIA: 152,848 shares (about $24.15M)
Bank of America: 350,201 shares (about $16.57M)
American Express: 51,809 shares (about $16.53M)
GE Aerospace: 62,034 shares (about $15.97M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$282,983,270	$24,148,452 ▼	-7.9%	1,791,147	4.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$203,237,552	$13,268,595 ▼	-6.1%	701,037	2.9%	Finance
MSFT Microsoft	$180,132,675	$14,303,532 ▼	-7.4%	362,141	2.6%	Computer and Technology
QCOM QUALCOMM	$163,318,888	$10,242,169 ▼	-5.9%	1,025,486	2.4%	Computer and Technology
GOOG Alphabet	$157,083,819	$5,207,284 ▼	-3.2%	885,528	2.3%	Computer and Technology
AXP American Express	$135,429,910	$16,526,027 ▼	-10.9%	424,572	2.0%	Finance
GE GE Aerospace	$131,230,181	$15,966,918 ▼	-10.8%	509,850	1.9%	Aerospace
V Visa	$130,824,363	$10,134,204 ▼	-7.2%	368,467	1.9%	Business Services
MS Morgan Stanley	$126,274,547	$7,581,369 ▼	-5.7%	896,454	1.8%	Finance
GDDY GoDaddy	$124,346,670	$9,454,045 ▼	-7.1%	690,585	1.8%	Computer and Technology
TDG Transdigm Group	$117,349,902	$8,292,092 ▼	-6.6%	77,171	1.7%	Aerospace
ORCL Oracle	$116,715,454	$4,247,983 ▼	-3.5%	533,849	1.7%	Computer and Technology
MA Mastercard	$107,389,355	$9,072,505 ▼	-7.8%	191,105	1.6%	Business Services
RGA Reinsurance Group of America	$107,387,357	$7,384,150 ▼	-6.4%	541,376	1.6%	Finance
BX Blackstone	$96,890,195	$8,419,713 ▼	-8.0%	647,748	1.4%	Finance
DAL Delta Air Lines	$96,716,801	$5,360,276 ▼	-5.3%	1,966,588	1.4%	Transportation
JNJ Johnson & Johnson	$96,602,898	$2,253,062 ▲	2.4%	632,425	1.4%	Medical
AMT American Tower	$91,483,139	$5,576,561 ▼	-5.7%	413,913	1.3%	Finance
NSRGY Nestle	$87,164,522	$10,216,907 ▼	-10.5%	880,159	1.3%	Consumer Staples
BA Boeing	$85,131,368	$5,947,716 ▼	-6.5%	406,297	1.2%	Aerospace
HLN Haleon	$84,804,032	$4,472,259 ▼	-5.0%	8,177,824	1.2%	Medical
BAC Bank of America	$83,604,115	$16,571,509 ▼	-16.5%	1,766,782	1.2%	Finance
TMO Thermo Fisher Scientific	$80,901,656	$5,000,527 ▲	6.6%	199,531	1.2%	Medical
AMZN Amazon.com	$80,632,491	$24,326,208 ▲	43.2%	367,530	1.2%	Retail/Wholesale
META Meta Platforms	$80,550,341	$391,928 ▼	-0.5%	109,133	1.2%	Computer and Technology
CMCSA Comcast	$75,839,708	$3,516,857 ▼	-4.4%	2,124,957	1.1%	Consumer Discretionary
EQIX Equinix	$74,396,528	$3,218,480 ▼	-4.1%	93,525	1.1%	Finance
DIS Walt Disney	$73,868,986	$4,995,739 ▼	-6.3%	595,670	1.1%	Consumer Discretionary
APD Air Products and Chemicals	$73,217,795	$3,060,073 ▲	4.4%	259,582	1.1%	Basic Materials
BMY Bristol Myers Squibb	$72,415,836	$4,710,655 ▼	-6.1%	1,564,395	1.0%	Medical
KO CocaCola	$71,000,431	$2,219,639 ▼	-3.0%	1,003,540	1.0%	Consumer Staples
IR Ingersoll Rand	$69,282,670	$5,356,124 ▼	-7.2%	832,925	1.0%	Industrials
DHR Danaher	$68,966,597	$377,302 ▼	-0.5%	349,127	1.0%	Medical
CVX Chevron	$68,905,614	$1,889,106 ▼	-2.7%	481,218	1.0%	Energy
APTIV PLC	$68,162,593	$3,859,203 ▼	-5.4%	999,159	1.0%	COMMON
FCX Freeport-McMoRan	$66,672,882	$2,617,474 ▼	-3.8%	1,538,013	1.0%	Basic Materials
BUD Anheuser-Busch InBev SA/NV	$66,670,264	$4,170,066 ▼	-5.9%	970,173	1.0%	Consumer Staples
ROP Roper Technologies	$66,163,129	$1,892,675 ▼	-2.8%	116,723	1.0%	Computer and Technology
USB U.S. Bancorp	$63,667,618	$2,015,752 ▼	-3.1%	1,407,019	0.9%	Finance
WDAY Workday	$61,046,160	$245,040 ▼	-0.4%	254,359	0.9%	Computer and Technology
RXO RXO	$58,789,315	$2,338,162 ▲	4.1%	3,739,778	0.9%	Transportation
CHTR Charter Communications	$57,942,207	$25,638,488 ▼	-30.7%	141,734	0.8%	Consumer Discretionary
EOG EOG Resources	$57,934,251	$2,989,769 ▼	-4.9%	484,360	0.8%	Energy
RBC RBC Bearings	$56,179,646	$2,175,659 ▼	-3.7%	145,997	0.8%	Industrials
LW Lamb Weston	$55,315,706	$3,837 ▼	0.0%	1,066,841	0.8%	Consumer Staples
IFF International Flavors & Fragrances	$55,000,191	$3,816,658 ▼	-6.5%	747,793	0.8%	Basic Materials
CRM Salesforce	$54,971,215	$14,440,548 ▲	35.6%	201,589	0.8%	Computer and Technology
HSY Hershey	$54,926,370	$780,962 ▼	-1.4%	330,981	0.8%	Consumer Staples
IBM International Business Machines	$53,912,790	$5,016,261 ▼	-8.5%	182,892	0.8%	Computer and Technology
PYPL PayPal	$53,857,326	$4,259,279 ▼	-7.3%	724,668	0.8%	Business Services
PEAK Healthpeak Properties	$53,844,100	$4,941,304 ▲	10.1%	3,075,049	0.8%	Finance
LOW Lowe's Companies	$52,875,443	$4,141,207 ▼	-7.3%	238,317	0.8%	Retail/Wholesale
RACE Ferrari	$52,816,383	$900,508 ▼	-1.7%	107,626	0.8%	Auto/Tires/Trucks
CFRUY Compagnie Financiere Richemont	$52,403,707	$890,334 ▼	-1.7%	2,791,128	0.8%	Retail/Wholesale
GSK GSK	$50,577,004	$7,849,616 ▼	-13.4%	1,317,109	0.7%	Medical
XOM Exxon Mobil	$50,264,803	$44,845 ▼	-0.1%	466,278	0.7%	Energy
ELAN Elanco Animal Health	$50,161,003	$5,462,315 ▼	-9.8%	3,512,675	0.7%	Medical
SLB Schlumberger	$49,691,965	$209,695 ▲	0.4%	1,470,176	0.7%	Energy
TFC Truist Financial	$49,660,479	$4,384,677 ▼	-8.1%	1,155,164	0.7%	Finance
C Citigroup	$48,073,222	$1,866,256 ▼	-3.7%	564,770	0.7%	Financial Services
CSGP CoStar Group	$46,978,604	$2,215,824 ▲	5.0%	584,311	0.7%	Computer and Technology
WPM Wheaton Precious Metals	$44,100,780	$2,106,169 ▼	-4.6%	491,100	0.6%	Basic Materials
DEO Diageo	$42,281,195	$4,438,068 ▲	11.7%	419,290	0.6%	Consumer Staples
TECK Teck Resources	$41,913,482	$2,203,174 ▲	5.5%	1,037,976	0.6%	Basic Materials
MRK Merck & Co., Inc.	$41,155,355	$671,752 ▲	1.7%	519,901	0.6%	Medical
CVS CVS Health	$40,862,746	$7,606,982 ▼	-15.7%	592,385	0.6%	Medical
EL Estee Lauder Companies	$40,746,186	$1,755,301 ▼	-4.1%	504,284	0.6%	Consumer Staples
VMC Vulcan Materials	$40,521,838	$1,623,868 ▲	4.2%	155,363	0.6%	Construction
PEP PepsiCo	$40,377,742	$9,302,228 ▲	29.9%	305,799	0.6%	Consumer Staples
AES AES	$39,854,888	$607,856 ▲	1.5%	3,788,487	0.6%	Utilities
AA Alcoa	$38,645,259	$2,724,333 ▼	-6.6%	1,309,565	0.6%	Industrials
XPO XPO	$37,353,677	$2,574,800 ▼	-6.4%	295,777	0.5%	Transportation
ZBH Zimmer Biomet	$36,698,239	$1,911,214 ▼	-5.0%	402,349	0.5%	Medical
KD Kyndryl	$36,583,330	$3,689,711 ▼	-9.2%	871,862	0.5%	Business Services
AAPL Apple	$35,647,445	$2,755,226 ▼	-7.2%	173,746	0.5%	Computer and Technology
ZTS Zoetis	$35,376,776	$8,467,302 ▲	31.5%	226,847	0.5%	Medical
INTU Intuit	$35,348,499	$8,523,651 ▲	31.8%	44,880	0.5%	Computer and Technology
GOOGL Alphabet	$35,281,992	$5,812,248 ▼	-14.1%	200,204	0.5%	Computer and Technology
WSC WillScot	$34,813,043	$3,387,188 ▲	10.8%	1,270,549	0.5%	Finance
UAL United Airlines	$34,530,733	$476,426 ▼	-1.4%	433,640	0.5%	Transportation
RTX RTX	$33,990,147	$4,372,137 ▼	-11.4%	232,777	0.5%	Aerospace
SPG Simon Property Group	$33,951,822	$3,693,938 ▼	-9.8%	211,196	0.5%	Finance
GEHC GE HealthCare Technologies	$33,117,264	$1,934,337 ▼	-5.5%	447,108	0.5%	Medical
ADSK Autodesk	$32,136,771	$1,446,621 ▼	-4.3%	103,811	0.5%	Computer and Technology
NUE Nucor	$31,976,438	$1,991,678 ▲	6.6%	246,846	0.5%	Basic Materials
GM General Motors	$31,639,609	$1,388,607 ▼	-4.2%	642,951	0.5%	Auto/Tires/Trucks
SJM J. M. Smucker	$30,284,970	$594,208 ▲	2.0%	308,401	0.4%	Consumer Staples
SHEL Shell	$29,442,603	$6,781,757 ▼	-18.7%	418,159	0.4%	Energy
WCN Waste Connections	$28,910,296	$1,532,414 ▲	5.6%	154,832	0.4%	Business Services
ILMN Illumina	$27,544,437	$129,567 ▼	-0.5%	288,695	0.4%	Medical
KIM Kimco Realty	$26,661,390	$1,330,923 ▼	-4.8%	1,268,382	0.4%	Finance
MRNA Moderna	$25,663,252	$1,562,918 ▲	6.5%	930,165	0.4%	Medical
UBER Uber Technologies	$25,118,941	$2,608,665 ▼	-9.4%	269,228	0.4%	Computer and Technology
PRU Prudential Financial	$24,200,705	$7,860,725 ▼	-24.5%	225,249	0.4%	Finance
UNH UnitedHealth Group	$24,106,123	$2,638,630 ▼	-9.9%	77,271	0.3%	Medical
GXO GXO Logistics	$23,390,659	$444,875 ▼	-1.9%	480,301	0.3%	Transportation
MLM Martin Marietta Materials	$22,813,559	$2,985,778 ▲	15.1%	41,558	0.3%	Construction
F Ford Motor	$22,428,990	$170,844 ▼	-0.8%	2,067,188	0.3%	Auto/Tires/Trucks
ISRG Intuitive Surgical	$20,488,187	$268,988 ▼	-1.3%	37,703	0.3%	Medical
WBD Warner Bros. Discovery	$20,382,664	$244,132 ▲	1.2%	1,778,592	0.3%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Douglas Lane & Associates, LLC Top Holdings and 13F Report (2025)

About Douglas Lane & Associates, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Douglas Lane & Associates, LLC Top Holdings and 13F Report (2025)

About Douglas Lane & Associates, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDouglas Lane & Associates, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools