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

RankStockSharesValue% 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

EQIX↑ Increased
$85.7M
SLBNEW
$49.1M
INTU↑ Increased
$41.8M
SNPS↑ Increased
$22.5M
TMO↑ Increased
$21.5M

Top Sells

MSFT↓ Decreased
$167.0M
T7D↓ Decreased
$109.0M
MA↓ Decreased
$100.6M
META↓ Decreased
$68.7M
IMA↓ Decreased
$50.4M

New Positions (14)

$49.1M · 1.3M shares
$5.9M · 141K shares
$636K · 13K shares
$589K · 2K shares
$533K · 2K shares
$394K · 2K shares
$364K · 6K shares
$246K · 3K shares
$236K · 1K shares
$226K · 3K shares
$217K · 5K shares
$215K · 1K shares
$203K · 6K shares
$203K · 2K shares

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# HoldingsValue%
Technology34$1.2B16.8%
Healthcare31$1.0B14.3%
Financial Services24$994.8M13.7%
Industrials46$893.3M12.3%
Communication Services11$603.2M8.3%
Unknown14$570.5M7.8%
Basic Materials14$481.7M6.6%
Consumer Defensive17$442.0M6.1%
Consumer Cyclical16$373.9M5.1%
Real Estate8$314.0M4.3%
Energy13$281.9M3.9%
Utilities12$65.3M0.9%