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

About Douglas Lane & Associates, LLC

Investment Activity

Douglas Lane & Associates, LLC has $7.46 billion in total holdings as of September 30, 2026.
Douglas Lane & Associates, LLC owns shares of 246 different stocks, but just 69 companies or ETFs make up 80% of its holdings.
Approximately 4.24% of the portfolio was purchased this quarter.
About 6.05% of the portfolio was sold this quarter.
This quarter, Douglas Lane & Associates, LLC has purchased 250 new stocks and bought additional shares in 49 stocks.
Douglas Lane & Associates, LLC sold shares of 171 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

NVIDIA: $327,057,302
Alphabet: $251,383,873
Moderna: $223,563,179
JPMorgan Chase & Co.: $182,946,431
Microsoft: $171,921,402

Largest New Holdings this Quarter

30233q108 - EXXON MOBILE CORP: $69,129,894 Holding
60744m106 - MOBILITY GLOBAL INC: $2,138,794 Holding
84615q103 - SPACE EXPLORATION TECHNOLOGIES: $689,128 Holding
08975p108 - Bigcommerce: $447,586 Holding
360271100 - Fulton Financial: $329,895 Holding

Largest Purchases this Quarter

EXXON MOBILE CORP: 424,761 shares (about $69.13M)
Stryker: 90,329 shares (about $24.88M)
CoStar Group: 811,168 shares (about $22.23M)
Intuitive Surgical: 54,499 shares (about $22.16M)
NIKE: 556,798 shares (about $19.71M)

Largest Sales this Quarter

Moderna: 182,534 shares (about $35.15M)
AES: 1,451,545 shares (about $21.63M)
GE Aerospace: 61,555 shares (about $19.22M)
Bank of America: 332,224 shares (about $18.08M)
NVIDIA: 72,865 shares (about $16.64M)

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	$327,057,302	$16,640,909 ▼	-4.8%	1,432,075	4.4%	Technology
GOOG Alphabet	$251,383,873	$10,120,314 ▼	-3.9%	737,759	3.4%	Communication Services
MRNA Moderna	$223,563,179	$35,150,572 ▼	-13.6%	1,160,945	3.0%	Healthcare
JPM JPMorgan Chase & Co.	$182,946,431	$9,425,682 ▼	-4.9%	552,992	2.5%	Finance
MSFT Microsoft	$171,921,402	$3,669,797 ▼	-2.1%	335,195	2.3%	Technology
JNJ Johnson & Johnson	$170,475,322	$5,223,849 ▼	-3.0%	643,935	2.3%	Healthcare
QCOM Qualcomm	$152,921,376	$1,811,689 ▼	-1.2%	830,914	2.0%	Technology
TMO Thermo Fisher Scientific	$146,241,744	$3,402,933 ▼	-2.3%	216,638	2.0%	Healthcare
AMZN Amazon.com	$132,402,642	$16,444 ▼	0.0%	531,417	1.8%	Consumer Discretionary
MS Morgan Stanley	$127,287,074	$10,268,038 ▼	-7.5%	676,771	1.7%	Finance
RGA Reinsurance Group of America	$124,566,287	$5,157,009 ▼	-4.0%	505,873	1.7%	Finance
DAL Delta Air Lines	$120,360,138	$7,894,396 ▼	-6.2%	1,442,130	1.6%	Industrials
V Visa	$119,463,066	$4,038,864 ▼	-3.3%	332,461	1.6%	Finance
EQIX Equinix	$107,108,635	$3,203,659 ▼	-2.9%	105,883	1.4%	Real Estate
FCX Freeport-McMoRan	$101,130,826	$3,104,640 ▼	-3.0%	1,444,726	1.4%	Materials
DHR Danaher	$101,109,172	$674,398 ▼	-0.7%	456,372	1.4%	Healthcare
APD Air Products and Chemicals	$94,247,183	$1,996,581 ▼	-2.1%	338,738	1.3%	Materials
BMY Bristol Myers Squibb	$93,752,242	$3,353,625 ▼	-3.5%	1,502,440	1.3%	Healthcare
MA Mastercard	$93,383,295	$3,159,927 ▼	-3.3%	169,335	1.3%	Finance
NSRGY Nestle	$91,785,298	$617,122 ▲	0.7%	1,011,074	1.2%	Consumer Staples
CVX Chevron	$91,480,451	$4,652,521 ▼	-4.8%	447,972	1.2%	Energy
TDG Transdigm Group	$89,960,694	$30,313 ▲	0.0%	83,097	1.2%	Industrials
GE GE Aerospace	$89,142,466	$19,222,992 ▼	-17.7%	285,448	1.2%	Industrials
ILMN Illumina	$85,046,380	$3,811,817 ▼	-4.3%	310,751	1.1%	Healthcare
CRM Salesforce	$84,464,244	$981,641 ▲	1.2%	367,924	1.1%	Technology
AXP American Express	$80,869,239	$3,225,282 ▼	-3.8%	265,930	1.1%	Finance
USB U.S. Bancorp	$80,640,179	$2,043,895 ▼	-2.5%	1,396,125	1.1%	Finance
BA Boeing	$80,351,655	$1,062,532 ▲	1.3%	431,882	1.1%	Industrials
HSY Hershey	$77,935,685	$9,886,883 ▲	14.5%	494,484	1.0%	Consumer Staples
MRK Merck & Co., Inc.	$77,406,461	$2,827,150 ▼	-3.5%	532,699	1.0%	Healthcare
LW Lamb Weston	$75,525,539	$5,388,142 ▲	7.7%	1,811,598	1.0%	Consumer Staples
KO Coca-Cola	$75,238,374	$6,400,649 ▼	-7.8%	874,052	1.0%	Consumer Staples
META Meta Platforms	$72,589,906	$2,464,165 ▼	-3.3%	100,099	1.0%	Communication Services
TECK Teck Resources	$71,250,689	$2,310,150 ▼	-3.1%	1,083,002	1.0%	Materials
EXXON MOBILE CORP	$69,129,894	$69,129,894 ▲	New Holding	424,761	0.9%	COMMON
DIS Walt Disney	$68,496,553	$6,882,489 ▲	11.2%	652,970	0.9%	Communication Services
BX Blackstone	$67,924,502	$768,265 ▼	-1.1%	605,982	0.9%	Finance
RXO RXO	$67,866,610	$599,539 ▼	-0.9%	3,317,039	0.9%	Industrials
AMT American Tower	$67,499,577	$1,011,441 ▼	-1.5%	412,362	0.9%	Real Estate
PEP PepsiCo	$67,155,225	$2,371,437 ▲	3.7%	529,950	0.9%	Consumer Staples
ROPER TECHNOLOGIES INC	$67,143,677	$3,422,122 ▲	5.4%	192,163	0.9%	COMMON
GDDY GoDaddy	$62,514,063	$2,073,713 ▼	-3.2%	654,529	0.8%	Technology
IR Ingersoll Rand	$61,773,824	$940,227 ▼	-1.5%	822,445	0.8%	Industrials
WDAY Workday	$61,725,801	$1,124,857 ▼	-1.8%	324,088	0.8%	Technology
HLN Haleon	$58,919,729	$1,311,777 ▼	-2.2%	6,546,637	0.8%	Consumer Staples
RBC RBC Bearings	$56,436,454	$2,873,568 ▼	-4.8%	113,047	0.8%	Industrials
RACE Ferrari	$55,926,617	$296,602 ▼	-0.5%	142,361	0.7%	Consumer Discretionary
CMCSA Comcast	$55,481,772	$7,910,891 ▲	16.6%	2,549,714	0.7%	Communication Services
EOG EOG Resources	$55,249,758	$3,787,023 ▼	-6.4%	401,058	0.7%	Energy
CSGP CoStar Group	$54,252,749	$22,226,007 ▲	69.4%	1,980,027	0.7%	Real Estate
TFC Truist Financial	$54,144,470	$1,099,440 ▼	-2.0%	1,169,427	0.7%	Finance
NKE NIKE	$53,865,045	$19,710,655 ▲	57.7%	1,521,611	0.7%	Consumer Discretionary
SLB SLB	$53,185,473	$1,942,271 ▼	-3.5%	1,091,656	0.7%	Energy
WPM Wheaton Precious Metals	$52,532,704	$1,826,348 ▼	-3.4%	392,856	0.7%	Materials
AAPL Apple	$52,174,477	$2,864,966 ▼	-5.2%	156,671	0.7%	Technology
GOOGL Alphabet	$51,741,474	$2,218,632 ▼	-4.1%	150,376	0.7%	Communication Services
WCN Waste Connections	$51,656,756	$1,347,503 ▲	2.7%	335,586	0.7%	Industrials
ELAN Elanco Animal Health	$50,950,161	$7,243,097 ▼	-12.4%	2,275,577	0.7%	Healthcare
EL Estee Lauder Companies	$50,665,245	$1,824,323 ▲	3.7%	546,138	0.7%	Consumer Staples
C Citigroup	$50,576,701	$3,245,546 ▼	-6.0%	390,614	0.7%	Finance
NUE Nucor	$50,192,000	$4,189,270 ▼	-7.7%	214,725	0.7%	Materials
HEALTHPEAK PROPERTIES INC	$48,490,491	$8,406,750 ▼	-14.8%	2,428,167	0.6%	COMMON
CFRUY Compagnie Financiere Richemont	$48,480,909	$3,770,441 ▼	-7.2%	2,276,099	0.6%	Consumer Discretionary
WBD Warner Bros. Discovery	$48,088,439	$1,063,906 ▼	-2.2%	1,553,746	0.6%	Communication Services
BAC Bank of America	$47,360,105	$18,082,959 ▼	-27.6%	870,110	0.6%	Finance
VMC Vulcan Materials	$43,512,885	$2,205,098 ▲	5.3%	177,872	0.6%	Materials
DEO Diageo	$43,221,095	$569,069 ▲	1.3%	504,919	0.6%	Consumer Staples
LOW Lowe's Companies	$43,185,976	$2,298,097 ▲	5.6%	234,337	0.6%	Consumer Discretionary
ISRG Intuitive Surgical	$41,841,515	$22,160,982 ▲	112.6%	102,898	0.6%	Healthcare
SNPS Synopsys	$41,297,118	$6,557,590 ▲	18.9%	94,949	0.6%	Technology
MPC Marathon Petroleum	$40,254,547	$3,014,287 ▼	-7.0%	101,802	0.5%	Energy
ZBH Zimmer Biomet	$40,116,816	$2,324,417 ▼	-5.5%	451,613	0.5%	Healthcare
BUD Anheuser-Busch InBev SA/NV	$39,329,420	$11,734,841 ▼	-23.0%	535,313	0.5%	Consumer Staples
UAL United Airlines	$38,321,104	$2,232,423 ▼	-5.5%	345,391	0.5%	Industrials
APTIV PLC	$37,226,862	$3,593,372 ▼	-8.8%	865,339	0.5%	COMMON
ORCL Oracle	$37,105,111	$3,914,979 ▼	-9.5%	270,248	0.5%	Technology
SYK Stryker	$37,088,974	$24,875,703 ▲	203.7%	134,678	0.5%	Healthcare
XPO XPO	$36,765,742	$1,976,255 ▼	-5.1%	208,920	0.5%	Industrials
GSK GSK	$36,112,574	$9,486,891 ▼	-20.8%	749,690	0.5%	Healthcare
INTU Intuit	$36,083,979	$7,176,708 ▲	24.8%	130,877	0.5%	Technology
AA Alcoa	$35,483,927	$703,206 ▼	-1.9%	844,855	0.5%	Materials
VRSK Verisk Analytics	$34,327,010	$6,158,586 ▲	21.9%	204,510	0.5%	Industrials
SJM J. M. Smucker	$31,676,257	$1,562,474 ▼	-4.7%	266,389	0.4%	Consumer Staples
WSC WillScot	$31,117,594	$1,581,676 ▲	5.4%	1,811,269	0.4%	Industrials
IFF International Flavors & Fragrances	$30,678,232	$355,040 ▲	1.2%	367,492	0.4%	Materials
IT Gartner	$29,149,176	$5,686,124 ▼	-16.3%	156,262	0.4%	Industrials
CHTR Charter Communications	$28,774,428	$5,640,814 ▲	24.4%	259,463	0.4%	Communication Services
IBM International Business Machines	$28,542,693	$441,619 ▼	-1.5%	129,781	0.4%	Technology
M Macy's	$26,979,257	$526,306 ▼	-1.9%	1,184,860	0.4%	Consumer Discretionary
RTX RTX	$26,860,399	$4,596,137 ▼	-14.6%	144,683	0.4%	Industrials
MLM Martin Marietta Materials	$26,770,031	$5,800,421 ▲	27.7%	55,793	0.4%	Materials
EXPD Expeditors International of Washington	$26,750,089	$1,142,368 ▼	-4.1%	144,877	0.4%	Industrials
ZTS Zoetis	$26,259,596	$299,012 ▲	1.2%	376,050	0.4%	Healthcare
SPGI S&P Global	$25,245,619	$14,061,635 ▲	125.7%	63,999	0.3%	Finance
UNH UnitedHealth Group	$24,856,695	$2,553,395 ▼	-9.3%	67,715	0.3%	Healthcare
SPG Simon Property Group	$24,436,808	$10,749,650 ▼	-30.6%	121,722	0.3%	Real Estate
CLF Cleveland-Cliffs	$24,055,584	$1,353,977 ▼	-5.3%	2,184,885	0.3%	Materials
ALC Alcon	$23,445,975	$1,481,415 ▲	6.7%	362,100	0.3%	Healthcare
GRAIL INC	$22,640,590	$106,491 ▼	-0.5%	161,580	0.3%	COMMON
MDLZ Mondelez International	$22,323,805	$6,032,656 ▲	37.0%	386,091	0.3%	Consumer Staples

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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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