Douglas Lane & Associates, LLC
CIK: 0001672594SEC EDGAR →
Portfolio Value
$7.3B
Holdings
240
As of
Q4 2025
New Positions
10
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORP | 1,579,187 | $294.5M | 4.04% |
| 2 | ALPHABET INC CAP STK CL C | 827,468 | $259.7M | 3.56% |
| 3 | JPMORGAN CHASE & CO | 607,589 | $195.8M | 2.69% |
| 4 | QUALCOMM INC | 977,426 | $167.2M | 2.29% |
| 5 | MICROSOFT CORP | 345,681 | $167.2M | 2.29% |
| 6 | MORGAN STANLEY NEW | 800,539 | $142.1M | 1.95% |
| 7 | JOHNSON & JOHNSON | 680,227 | $140.8M | 1.93% |
| 8 | THERMO FISHER SCIENTIFIC INC | 218,069 | $126.4M | 1.73% |
| 9 | GE AEROSPACE NEW | 405,720 | $125.0M | 1.72% |
| 10 | VISA INC CL A | 344,864 | $120.9M | 1.66% |
Quarterly Changes
Top Buys
New Positions (14)
Closed Positions (14)
$7.1M · 411K shares
$1.3M · 6K shares
$373K · 6K shares
$372K · 1K shares
$253K · 515 shares
$252K · 3K shares
ROLLS ROYCE HOLDINGS PLC LONDO
$239K · 15K shares
$233K · 3K shares
$229K · 708 shares
$226K · 1K shares
$219K · 1K shares
$182K · 16K shares
$169K · 14K shares
MEDIZONE INTL INC
$0 · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 34 | $1.2B | 16.8% |
| Healthcare | 31 | $1.0B | 14.3% |
| Financial Services | 24 | $994.8M | 13.7% |
| Industrials | 46 | $893.3M | 12.3% |
| Communication Services | 11 | $603.2M | 8.3% |
| Unknown | 14 | $570.5M | 7.8% |
| Basic Materials | 14 | $481.7M | 6.6% |
| Consumer Defensive | 17 | $442.0M | 6.1% |
| Consumer Cyclical | 16 | $373.9M | 5.1% |
| Real Estate | 8 | $314.0M | 4.3% |
| Energy | 13 | $281.9M | 3.9% |
| Utilities | 12 | $65.3M | 0.9% |