Douglas Lane & Associates, LLC
CIK: 1672594SEC EDGAR →
Portfolio Value
$2.2T
Holdings
246
As of
Q3 2026
New Positions
3
Closed Positions
11
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DELTA AIR LINES INC NEW | 1,442,130 | $120.4B | 5.46% |
| 2 | FREEPORT-MCMORAN INC CL B | 1,444,726 | $101.1B | 4.58% |
| 3 | BRISTOL-MYERS SQUIBB CO | 1,502,440 | $93.8B | 4.25% |
| 4 | NESTLE S A SPON ADR | 1,011,074 | $91.8B | 4.16% |
| 5 | US BANCORP DEL NEW | 1,396,125 | $80.6B | 3.66% |
| 6 | LAMB WESTON HOLDINGS INC | 1,811,598 | $75.5B | 3.42% |
| 7 | COCA COLA CO | 874,052 | $75.2B | 3.41% |
| 8 | TECK RESOURCES LTD CL B | 1,083,002 | $71.3B | 3.23% |
| 9 | RXO INC | 3,317,039 | $67.9B | 3.08% |
| 10 | GODADDY INC CL A | 654,529 | $62.5B | 2.83% |
Quarterly Changes
Top Buys
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 30 | $372.6B | 16.9% |
| Consumer Defensive | 17 | $310.9B | 14.1% |
| Industrials | 36 | $309.6B | 14.0% |
| Unknown | 22 | $269.7B | 12.2% |
| Financial Services | 26 | $200.7B | 9.1% |
| Basic Materials | 14 | $192.5B | 8.7% |
| Consumer Cyclical | 18 | $123.2B | 5.6% |
| Communication Services | 12 | $118.3B | 5.4% |
| Real Estate | 9 | $117.5B | 5.3% |
| Technology | 42 | $100.0B | 4.5% |
| Energy | 12 | $85.2B | 3.9% |
| Utilities | 8 | $6.0B | 0.3% |