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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
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

Map of 500 Largest Holdings ofDouglas Lane & Associates, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$282,983,270$24,148,452 -7.9%1,791,1474.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$203,237,552$13,268,595 -6.1%701,0372.9%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$180,132,675$14,303,532 -7.4%362,1412.6%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$163,318,888$10,242,169 -5.9%1,025,4862.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$157,083,819$5,207,284 -3.2%885,5282.3%Computer and Technology
American Express Company stock logo
AXP
American Express
$135,429,910$16,526,027 -10.9%424,5722.0%Finance
GE Aerospace stock logo
GE
GE Aerospace
$131,230,181$15,966,918 -10.8%509,8501.9%Aerospace
Visa Inc. stock logo
V
Visa
$130,824,363$10,134,204 -7.2%368,4671.9%Business Services
Morgan Stanley stock logo
MS
Morgan Stanley
$126,274,547$7,581,369 -5.7%896,4541.8%Finance
GoDaddy Inc. stock logo
GDDY
GoDaddy
$124,346,670$9,454,045 -7.1%690,5851.8%Computer and Technology
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$117,349,902$8,292,092 -6.6%77,1711.7%Aerospace
Oracle Corporation stock logo
ORCL
Oracle
$116,715,454$4,247,983 -3.5%533,8491.7%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$107,389,355$9,072,505 -7.8%191,1051.6%Business Services
Reinsurance Group of America, Incorporated stock logo
RGA
Reinsurance Group of America
$107,387,357$7,384,150 -6.4%541,3761.6%Finance
Blackstone Inc. stock logo
BX
Blackstone
$96,890,195$8,419,713 -8.0%647,7481.4%Finance
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$96,716,801$5,360,276 -5.3%1,966,5881.4%Transportation
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$96,602,898$2,253,062 2.4%632,4251.4%Medical
American Tower Corporation stock logo
AMT
American Tower
$91,483,139$5,576,561 -5.7%413,9131.3%Finance
Nestle SA stock logo
NSRGY
Nestle
$87,164,522$10,216,907 -10.5%880,1591.3%Consumer Staples
The Boeing Company stock logo
BA
Boeing
$85,131,368$5,947,716 -6.5%406,2971.2%Aerospace
Haleon PLC Sponsored ADR stock logo
HLN
Haleon
$84,804,032$4,472,259 -5.0%8,177,8241.2%Medical
Bank of America Corporation stock logo
BAC
Bank of America
$83,604,115$16,571,509 -16.5%1,766,7821.2%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$80,901,656$5,000,527 6.6%199,5311.2%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$80,632,491$24,326,208 43.2%367,5301.2%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$80,550,341$391,928 -0.5%109,1331.2%Computer and Technology
Comcast Corporation stock logo
CMCSA
Comcast
$75,839,708$3,516,857 -4.4%2,124,9571.1%Consumer Discretionary
Equinix, Inc. stock logo
EQIX
Equinix
$74,396,528$3,218,480 -4.1%93,5251.1%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$73,868,986$4,995,739 -6.3%595,6701.1%Consumer Discretionary
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$73,217,795$3,060,073 4.4%259,5821.1%Basic Materials
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$72,415,836$4,710,655 -6.1%1,564,3951.0%Medical
CocaCola Company (The) stock logo
KO
CocaCola
$71,000,431$2,219,639 -3.0%1,003,5401.0%Consumer Staples
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$69,282,670$5,356,124 -7.2%832,9251.0%Industrials
Danaher Corporation stock logo
DHR
Danaher
$68,966,597$377,302 -0.5%349,1271.0%Medical
Chevron Corporation stock logo
CVX
Chevron
$68,905,614$1,889,106 -2.7%481,2181.0%Energy
APTIV PLC
$68,162,593$3,859,203 -5.4%999,1591.0%COMMON
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$66,672,882$2,617,474 -3.8%1,538,0131.0%Basic Materials
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$66,670,264$4,170,066 -5.9%970,1731.0%Consumer Staples
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$66,163,129$1,892,675 -2.8%116,7231.0%Computer and Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$63,667,618$2,015,752 -3.1%1,407,0190.9%Finance
Workday, Inc. stock logo
WDAY
Workday
$61,046,160$245,040 -0.4%254,3590.9%Computer and Technology
Rxo Inc stock logo
RXO
RXO
$58,789,315$2,338,162 4.1%3,739,7780.9%Transportation
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$57,942,207$25,638,488 -30.7%141,7340.8%Consumer Discretionary
EOG Resources, Inc. stock logo
EOG
EOG Resources
$57,934,251$2,989,769 -4.9%484,3600.8%Energy
RBC Bearings Incorporated stock logo
RBC
RBC Bearings
$56,179,646$2,175,659 -3.7%145,9970.8%Industrials
Lamb Weston stock logo
LW
Lamb Weston
$55,315,706$3,837 0.0%1,066,8410.8%Consumer Staples
International Flavors & Fragrances Inc. stock logo
IFF
International Flavors & Fragrances
$55,000,191$3,816,658 -6.5%747,7930.8%Basic Materials
Salesforce Inc. stock logo
CRM
Salesforce
$54,971,215$14,440,548 35.6%201,5890.8%Computer and Technology
Hershey Company (The) stock logo
HSY
Hershey
$54,926,370$780,962 -1.4%330,9810.8%Consumer Staples
International Business Machines Corporation stock logo
IBM
International Business Machines
$53,912,790$5,016,261 -8.5%182,8920.8%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$53,857,326$4,259,279 -7.3%724,6680.8%Business Services
Healthpeak Properties, Inc. stock logo
PEAK
Healthpeak Properties
$53,844,100$4,941,304 10.1%3,075,0490.8%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$52,875,443$4,141,207 -7.3%238,3170.8%Retail/Wholesale
Ferrari N.V. stock logo
RACE
Ferrari
$52,816,383$900,508 -1.7%107,6260.8%Auto/Tires/Trucks
Compagnie Financiere Richemont AG stock logo
CFRUY
Compagnie Financiere Richemont
$52,403,707$890,334 -1.7%2,791,1280.8%Retail/Wholesale
GSK PLC Sponsored ADR stock logo
GSK
GSK
$50,577,004$7,849,616 -13.4%1,317,1090.7%Medical
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$50,264,803$44,845 -0.1%466,2780.7%Energy
Elanco Animal Health Incorporated stock logo
ELAN
Elanco Animal Health
$50,161,003$5,462,315 -9.8%3,512,6750.7%Medical
Schlumberger Limited stock logo
SLB
Schlumberger
$49,691,965$209,695 0.4%1,470,1760.7%Energy
Truist Financial Corporation stock logo
TFC
Truist Financial
$49,660,479$4,384,677 -8.1%1,155,1640.7%Finance
Citigroup Inc. stock logo
C
Citigroup
$48,073,222$1,866,256 -3.7%564,7700.7%Financial Services
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$46,978,604$2,215,824 5.0%584,3110.7%Computer and Technology
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$44,100,780$2,106,169 -4.6%491,1000.6%Basic Materials
Diageo plc stock logo
DEO
Diageo
$42,281,195$4,438,068 11.7%419,2900.6%Consumer Staples
Teck Resources Ltd stock logo
TECK
Teck Resources
$41,913,482$2,203,174 5.5%1,037,9760.6%Basic Materials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$41,155,355$671,752 1.7%519,9010.6%Medical
CVS Health Corporation stock logo
CVS
CVS Health
$40,862,746$7,606,982 -15.7%592,3850.6%Medical
The Estee Lauder Companies Inc. stock logo
EL
Estee Lauder Companies
$40,746,186$1,755,301 -4.1%504,2840.6%Consumer Staples
Vulcan Materials Company stock logo
VMC
Vulcan Materials
$40,521,838$1,623,868 4.2%155,3630.6%Construction
PepsiCo, Inc. stock logo
PEP
PepsiCo
$40,377,742$9,302,228 29.9%305,7990.6%Consumer Staples
The AES Corporation stock logo
AES
AES
$39,854,888$607,856 1.5%3,788,4870.6%Utilities
Alcoa stock logo
AA
Alcoa
$38,645,259$2,724,333 -6.6%1,309,5650.6%Industrials
XPO, Inc. stock logo
XPO
XPO
$37,353,677$2,574,800 -6.4%295,7770.5%Transportation
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$36,698,239$1,911,214 -5.0%402,3490.5%Medical
Kyndryl Holdings, Inc. stock logo
KD
Kyndryl
$36,583,330$3,689,711 -9.2%871,8620.5%Business Services
Apple Inc. stock logo
AAPL
Apple
$35,647,445$2,755,226 -7.2%173,7460.5%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$35,376,776$8,467,302 31.5%226,8470.5%Medical
Intuit Inc. stock logo
INTU
Intuit
$35,348,499$8,523,651 31.8%44,8800.5%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$35,281,992$5,812,248 -14.1%200,2040.5%Computer and Technology
WillScot Holdings Corporation stock logo
WSC
WillScot
$34,813,043$3,387,188 10.8%1,270,5490.5%Finance
United Airlines Holdings Inc stock logo
UAL
United Airlines
$34,530,733$476,426 -1.4%433,6400.5%Transportation
RTX Corporation stock logo
RTX
RTX
$33,990,147$4,372,137 -11.4%232,7770.5%Aerospace
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$33,951,822$3,693,938 -9.8%211,1960.5%Finance
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$33,117,264$1,934,337 -5.5%447,1080.5%Medical
Autodesk, Inc. stock logo
ADSK
Autodesk
$32,136,771$1,446,621 -4.3%103,8110.5%Computer and Technology
Nucor Corporation stock logo
NUE
Nucor
$31,976,438$1,991,678 6.6%246,8460.5%Basic Materials
General Motors Company stock logo
GM
General Motors
$31,639,609$1,388,607 -4.2%642,9510.5%Auto/Tires/Trucks
The J. M. Smucker Company stock logo
SJM
J. M. Smucker
$30,284,970$594,208 2.0%308,4010.4%Consumer Staples
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$29,442,603$6,781,757 -18.7%418,1590.4%Energy
Waste Connections, Inc. stock logo
WCN
Waste Connections
$28,910,296$1,532,414 5.6%154,8320.4%Business Services
Illumina, Inc. stock logo
ILMN
Illumina
$27,544,437$129,567 -0.5%288,6950.4%Medical
Kimco Realty Corporation stock logo
KIM
Kimco Realty
$26,661,390$1,330,923 -4.8%1,268,3820.4%Finance
Moderna, Inc. stock logo
MRNA
Moderna
$25,663,252$1,562,918 6.5%930,1650.4%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$25,118,941$2,608,665 -9.4%269,2280.4%Computer and Technology
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$24,200,705$7,860,725 -24.5%225,2490.4%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$24,106,123$2,638,630 -9.9%77,2710.3%Medical
GXO Logistics, Inc. stock logo
GXO
GXO Logistics
$23,390,659$444,875 -1.9%480,3010.3%Transportation
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$22,813,559$2,985,778 15.1%41,5580.3%Construction
Ford Motor Company stock logo
F
Ford Motor
$22,428,990$170,844 -0.8%2,067,1880.3%Auto/Tires/Trucks
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$20,488,187$268,988 -1.3%37,7030.3%Medical
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$20,382,664$244,132 1.2%1,778,5920.3%Consumer Discretionary

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