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Douglas Lane & Associates, Llc

Portfolio Manager
Douglas Lane & Associates, LLC
Performance
-10.09% (2026 Q1)
AUM (13F)
$6.93B
# of Holdings
241
Performance Rank
Allocation (Top 20)
36.85%

Douglas Lane & Associates, Llc Holdings Map

Top 50 Douglas Lane & Associates, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORP
3.88%1.54M$269.0M
-2.32%(-36.69K)
2025-Q1: 1.94M shares2025-Q2: 1.79M shares2025-Q3: 1.67M shares2025-Q4: 1.58M shares2026-Q1: 1.54M shares
$2.43(+7975.79%)
2026-03-31
GOOG
ALPHABET INC CAP STK CL C
3.27%790.7K$226.8M
-4.45%(-36.78K)
2025-Q1: 914.9K shares2025-Q2: 885.5K shares2025-Q3: 870.9K shares2025-Q4: 827.5K shares2026-Q1: 790.7K shares
$52.41(+633.14%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.53%596.6K$175.5M
-1.82%(-11.03K)
2025-Q1: 746.8K shares2025-Q2: 701.0K shares2025-Q3: 645.3K shares2025-Q4: 607.6K shares2026-Q1: 596.6K shares
$80.78(+283.00%)
2026-03-31
JNJ
JOHNSON & JOHNSON
2.37%672.7K$164.4M
-1.11%(-7.52K)
2025-Q1: 617.7K shares2025-Q2: 632.4K shares2025-Q3: 667.4K shares2025-Q4: 680.2K shares2026-Q1: 672.7K shares
$157.66(+43.06%)
2026-03-31
MS
MORGAN STANLEY NEW
1.85%781.6K$128.6M
-2.37%(-18.96K)
2025-Q1: 950.3K shares2025-Q2: 896.5K shares2025-Q3: 848.4K shares2025-Q4: 800.5K shares2026-Q1: 781.6K shares
$44.58(+324.48%)
2026-03-31
MSFT
MICROSOFT CORP
1.84%344.9K$127.7M
-0.22%(-756)
2025-Q1: 390.9K shares2025-Q2: 362.1K shares2025-Q3: 356.8K shares2025-Q4: 345.7K shares2026-Q1: 344.9K shares
$56.44(+628.89%)
2026-03-31
QCOM
QUALCOMM INC
1.81%976.8K$125.8M
-0.06%(-607)
2025-Q1: 1.09M shares2025-Q2: 1.03M shares2025-Q3: 1.01M shares2025-Q4: 977.4K shares2026-Q1: 976.8K shares
$52.97(+252.15%)
2026-03-31
RGA
REINSURANCE GROUP AMERICA INC
1.61%545.6K$111.4M
-0.93%(-5.11K)
2025-Q1: 578.6K shares2025-Q2: 541.4K shares2025-Q3: 550.2K shares2025-Q4: 550.7K shares2026-Q1: 545.6K shares
$130.46(+63.62%)
2026-03-31
GE
GE AEROSPACE NEW
1.59%388.7K$110.3M
-4.19%(-17.02K)
2025-Q1: 571.9K shares2025-Q2: 509.9K shares2025-Q3: 458.2K shares2025-Q4: 405.7K shares2026-Q1: 388.7K shares
$55.95(+412.43%)
2026-03-31
EQIX
EQUINIX INC
1.57%111.1K$108.9M
-0.85%(-955)
2025-Q1: 97.6K shares2025-Q2: 93.5K shares2025-Q3: 107.8K shares2025-Q4: 112.0K shares2026-Q1: 111.1K shares
$425.58(+153.41%)
2026-03-31

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