Douglas Lane & Associates, LLC Top Holdings and 13F Report (2026)

About Douglas Lane & Associates, LLC

Investment Activity

Douglas Lane & Associates, LLC has $6.93 billion in total holdings as of March 31, 2026.
Douglas Lane & Associates, LLC owns shares of 241 different stocks, but just 69 companies or ETFs make up 80% of its holdings.
Approximately 1.98% of the portfolio was purchased this quarter.
About 2.35% of the portfolio was sold this quarter.
This quarter, Douglas Lane & Associates, LLC has purchased 240 new stocks and bought additional shares in 75 stocks.
Douglas Lane & Associates, LLC sold shares of 135 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

NVIDIA: $269,012,053
Alphabet: $226,815,963
JPMorgan Chase & Co.: $175,484,283
Johnson & Johnson: $164,435,481
Morgan Stanley: $128,624,476

Largest New Holdings this Quarter

925283103 - VERSANT MEDIA GROUP INC: $4,374,839 Holding
571748102 - MARSH: $1,046,424 Holding
58155Q103 - McKesson: $223,565 Holding
693475105 - The PNC Financial Services Group: $219,396 Holding
G76279101 - Roivant Sciences: $218,442 Holding

Largest Purchases this Quarter

NIKE: 234,542 shares (about $12.39M)
Lamb Weston: 216,745 shares (about $9.16M)
Mondelez International: 127,548 shares (about $7.35M)
ROPER TECHNOLOGIES INC: 16,444 shares (about $5.82M)
Workday: 43,760 shares (about $5.69M)

Largest Sales this Quarter

Alcoa: 323,533 shares (about $21.46M)
Alphabet: 36,783 shares (about $10.55M)
PayPal: 180,746 shares (about $8.18M)
AES: 537,773 shares (about $7.58M)
NVIDIA: 36,687 shares (about $6.40M)

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	$269,012,053	$6,398,214 â–¼	-2.3%	1,542,500	3.9%	Computer and Technology
GOOG Alphabet	$226,815,963	$10,551,574 â–¼	-4.4%	790,685	3.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$175,484,283	$3,243,995 â–¼	-1.8%	596,561	2.5%	Finance
JNJ Johnson & Johnson	$164,435,481	$1,839,166 â–¼	-1.1%	672,703	2.4%	Medical
MS Morgan Stanley	$128,624,476	$3,120,248 â–¼	-2.4%	781,579	1.9%	Finance
MSFT Microsoft	$127,680,836	$279,848 â–¼	-0.2%	344,925	1.8%	Computer and Technology
QCOM Qualcomm	$125,794,700	$78,169 â–¼	-0.1%	976,819	1.8%	Computer and Technology
RGA Reinsurance Group of America	$111,396,529	$1,043,054 â–¼	-0.9%	545,633	1.6%	Finance
GE GE Aerospace	$110,302,169	$4,828,911 â–¼	-4.2%	388,703	1.6%	Aerospace
EQIX Equinix	$108,879,683	$936,125 â–¼	-0.9%	111,075	1.6%	Finance
AMZN Amazon.com	$108,272,780	$2,631,077 â–²	2.5%	519,867	1.6%	Retail/Wholesale
DAL Delta Air Lines	$107,969,013	$2,334,711 â–¼	-2.1%	1,624,083	1.6%	Transportation
TMO Thermo Fisher Scientific	$107,299,716	$112,069 â–²	0.1%	218,297	1.5%	Medical
V Visa	$105,054,228	$822,396 â–²	0.8%	347,585	1.5%	Business Services
APD Air Products and Chemicals	$100,466,806	$2,616,152 â–²	2.7%	345,853	1.4%	Basic Materials
CVX Chevron	$100,292,000	$1,722,234 â–¼	-1.7%	484,737	1.4%	Energy
NSRGY Nestle	$98,017,547	$4,565,932 â–²	4.9%	1,004,362	1.4%	Consumer Staples
BMY Bristol Myers Squibb	$95,493,528	$136,826 â–²	0.1%	1,574,502	1.4%	Medical
TDG Transdigm Group	$95,200,904	$110,102 â–²	0.1%	82,143	1.4%	Aerospace
FCX Freeport-McMoRan	$89,654,377	$987,151 â–¼	-1.1%	1,525,253	1.3%	Basic Materials
MA Mastercard	$87,497,811	$657,052 â–¼	-0.7%	175,115	1.3%	Business Services
AXP American Express	$87,005,210	$4,351,470 â–¼	-4.8%	287,640	1.3%	Finance
DHR Danaher	$83,249,539	$304,308 â–²	0.4%	439,080	1.2%	Medical
HSY Hershey	$82,388,344	$1,619,257 â–²	2.0%	396,307	1.2%	Consumer Staples
BA Boeing	$81,573,848	$1,103,223 â–²	1.4%	409,857	1.2%	Aerospace
PEP PepsiCo	$78,361,891	$3,880,235 â–²	5.2%	504,616	1.1%	Consumer Staples
XOM ExxonMobil	$78,302,670	$2,093,774 â–¼	-2.6%	461,527	1.1%	Energy
AMT American Tower	$75,529,198	$854,790 â–²	1.1%	437,647	1.1%	Finance
USB U.S. Bancorp	$74,829,316	$1,552,446 â–²	2.1%	1,438,749	1.1%	Finance
RBC RBC Bearings	$73,814,897	$4,797,922 â–¼	-6.1%	135,909	1.1%	Industrials
KO CocaCola	$73,679,871	$936,023 â–¼	-1.3%	968,835	1.1%	Consumer Staples
BX Blackstone	$69,641,604	$1,309,506 â–¼	-1.8%	605,632	1.0%	Finance
ELAN Elanco Animal Health	$68,132,339	$4,808,494 â–¼	-6.6%	2,847,152	1.0%	Medical
MRK Merck & Co., Inc.	$67,590,034	$473,582 â–¼	-0.7%	561,892	1.0%	Medical
IR Ingersoll Rand	$67,101,921	$878,996 â–¼	-1.3%	837,518	1.0%	Industrials
HLN Haleon	$67,004,767	$676,396 â–¼	-1.0%	6,693,783	1.0%	Medical
APTIV PLC	$66,959,916	$1,229,712 â–¼	-1.8%	964,285	1.0%	COMMON
MRNA Moderna	$66,623,184	$1,016,762 â–²	1.5%	1,311,480	1.0%	Medical
EOG EOG Resources	$66,125,272	$2,263,676 â–¼	-3.3%	457,393	1.0%	Energy
BAC Bank of America	$63,724,793	$1,989,244 â–¼	-3.0%	1,307,175	0.9%	Finance
SLB SLB	$63,243,404	$2,546,580 â–¼	-3.9%	1,230,656	0.9%	Energy
AA Alcoa	$62,313,917	$21,459,944 â–¼	-25.6%	939,453	0.9%	Industrials
LW Lamb Weston	$60,458,397	$9,159,646 â–²	17.9%	1,430,629	0.9%	Consumer Staples
CMCSA Comcast	$60,236,760	$1,704,082 â–²	2.9%	2,098,111	0.9%	Consumer Discretionary
TECK Teck Resources	$59,806,689	$529,506 â–¼	-0.9%	1,155,685	0.9%	Basic Materials
META Meta Platforms	$59,646,018	$45,198 â–²	0.1%	104,253	0.9%	Computer and Technology
CRM Salesforce	$57,037,383	$5,492,017 â–²	10.7%	305,552	0.8%	Computer and Technology
ROPER TECHNOLOGIES INC	$56,654,050	$5,818,874 â–²	11.4%	160,103	0.8%	COMMON
GDDY GoDaddy	$56,315,712	$796,691 â–²	1.4%	681,211	0.8%	Computer and Technology
GSK GSK	$55,708,848	$1,953,119 â–¼	-3.4%	1,009,401	0.8%	Medical
DIS Walt Disney	$55,511,563	$988,762 â–²	1.8%	575,966	0.8%	Consumer Discretionary
TFC Truist Financial	$55,147,681	$1,493,014 â–²	2.8%	1,199,645	0.8%	Finance
WPM Wheaton Precious Metals	$54,915,200	$1,488,274 â–¼	-2.6%	419,168	0.8%	Basic Materials
BUD Anheuser-Busch InBev SA/NV	$53,362,154	$1,973,298 â–¼	-3.6%	769,240	0.8%	Consumer Staples
ZTS Zoetis	$52,759,070	$5,327,730 â–²	11.2%	446,316	0.8%	Medical
LOW Lowe's Companies	$52,159,191	$972,999 â–¼	-1.8%	220,752	0.8%	Retail/Wholesale
RXO RXO	$51,265,405	$1,458,827 â–²	2.9%	3,506,526	0.7%	Transportation
C Citigroup	$51,185,108	$1,296,049 â–¼	-2.5%	451,328	0.7%	Financial Services
ORCL Oracle	$49,179,470	$2,770,376 â–¼	-5.3%	334,304	0.7%	Computer and Technology
HEALTHPEAK PROPERTIES INC	$48,717,559	$2,683,117 â–²	5.8%	2,965,159	0.7%	COMMON
XPO XPO	$47,567,280	$2,407,945 â–¼	-4.8%	244,499	0.7%	Transportation
GOOGL Alphabet	$47,202,803	$3,045,268 â–¼	-6.1%	164,149	0.7%	Computer and Technology
VMC Vulcan Materials	$44,892,599	$529,353 â–²	1.2%	164,864	0.6%	Construction
CFRUY Compagnie Financiere Richemont	$44,750,751	$648,065 â–¼	-1.4%	2,595,420	0.6%	Retail/Wholesale
WBD Warner Bros. Discovery	$44,357,429	$855,873 â–¼	-1.9%	1,615,347	0.6%	Consumer Discretionary
WCN Waste Connections	$43,914,033	$3,145,976 â–²	7.7%	270,340	0.6%	Business Services
RACE Ferrari	$43,286,824	$4,020,794 â–²	10.2%	127,897	0.6%	Auto/Tires/Trucks
ZBH Zimmer Biomet	$42,957,678	$1,348,344 â–²	3.2%	475,090	0.6%	Medical
AES AES	$42,907,985	$7,577,222 â–¼	-15.0%	3,045,279	0.6%	Utilities
IFF International Flavors & Fragrances	$41,436,864	$409,835 â–²	1.0%	571,149	0.6%	Basic Materials
NUE Nucor	$41,256,520	$1,185,391 â–¼	-2.8%	243,977	0.6%	Basic Materials
AAPL Apple	$41,241,370	$679,649 â–¼	-1.6%	162,502	0.6%	Computer and Technology
WDAY Workday	$40,504,639	$5,685,299 â–²	16.3%	311,766	0.6%	Computer and Technology
ILMN Illumina	$40,327,488	$794,904 â–¼	-1.9%	327,174	0.6%	Medical
GM General Motors	$37,193,422	$2,353,006 â–¼	-5.9%	499,241	0.5%	Auto/Tires/Trucks
EL Estee Lauder Companies	$36,373,071	$601,074 â–²	1.7%	506,800	0.5%	Consumer Staples
DEO Diageo	$36,249,830	$2,797,680 â–²	8.4%	486,902	0.5%	Consumer Staples
SPG Simon Property Group	$35,334,508	$1,862,499 â–¼	-5.0%	189,431	0.5%	Finance
IBM International Business Machines	$35,214,489	$947,504 â–¼	-2.6%	145,280	0.5%	Computer and Technology
UAL United Airlines	$34,685,324	$798,154 â–¼	-2.2%	376,728	0.5%	Transportation
IT Gartner	$34,457,541	$2,723,295 â–²	8.6%	217,617	0.5%	Business Services
RTX RTX	$33,762,033	$1,011,951 â–¼	-2.9%	175,024	0.5%	Aerospace
INTU Intuit	$32,455,554	$5,163,020 â–²	18.9%	75,063	0.5%	Computer and Technology
CSGP CoStar Group	$32,426,879	$4,872,187 â–²	17.7%	803,839	0.5%	Computer and Technology
CHTR Charter Communications	$31,394,636	$3,930,536 â–²	14.3%	145,426	0.5%	Consumer Discretionary
WSC WillScot	$29,693,526	$1,635,728 â–²	5.8%	1,710,457	0.4%	Finance
CVS CVS Health	$29,347,618	$1,975,195 â–¼	-6.3%	408,627	0.4%	Medical
MPC Marathon Petroleum	$27,548,754	$220,494 â–¼	-0.8%	112,822	0.4%	Energy
SJM J. M. Smucker	$26,440,617	$445,648 â–¼	-1.7%	274,167	0.4%	Consumer Staples
GEHC GE HealthCare Technologies	$26,394,783	$1,648,317 â–¼	-5.9%	370,817	0.4%	Medical
VRSK Verisk Analytics	$25,105,448	$3,851,357 â–²	18.1%	132,308	0.4%	Business Services
SNPS Synopsys	$24,783,965	$5,463,494 â–²	28.3%	62,510	0.4%	Computer and Technology
MLM Martin Marietta Materials	$24,713,247	$178,958 â–¼	-0.7%	41,981	0.4%	Construction
NKE NIKE	$24,183,016	$12,388,515 â–²	105.0%	457,838	0.3%	Consumer Discretionary
ALC Alcon	$23,521,482	$1,668,174 â–²	7.6%	312,163	0.3%	Medical
M Macy's	$22,471,159	$397,962 â–¼	-1.7%	1,242,187	0.3%	Retail/Wholesale
KIM Kimco Realty	$22,465,551	$2,533,717 â–¼	-10.1%	999,802	0.3%	Finance
SHEL Shell	$22,173,048	$1,322,924 â–¼	-5.6%	238,420	0.3%	Energy
NVS Novartis	$22,166,737	$902,904 â–¼	-3.9%	145,118	0.3%	Medical
EXPD Expeditors International of Washington	$22,020,180	$176,173 â–¼	-0.8%	153,740	0.3%	Transportation

Showing largest 100 holdings. View all holdings.

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Douglas Lane & Associates, LLC Top Holdings and 13F Report (2026)

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

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Douglas Lane & Associates, LLC Top Holdings and 13F Report (2026)

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