Douglas Lane & Associates, LLC Top Holdings and 13F Report (2025)

About Douglas Lane & Associates, LLC

Investment Activity

Douglas Lane & Associates, LLC has $7.09 billion in total holdings as of December 31, 2024.
Douglas Lane & Associates, LLC owns shares of 234 different stocks, but just 71 companies or ETFs make up 80% of its holdings.
Approximately 4.75% of the portfolio was purchased this quarter.
About 5.70% of the portfolio was sold this quarter.
This quarter, Douglas Lane & Associates, LLC has purchased 238 new stocks and bought additional shares in 85 stocks.
Douglas Lane & Associates, LLC sold shares of 126 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

NVIDIA: $272,346,916
JPMorgan Chase & Co.: $183,141,376
Alphabet: $176,793,737
QUALCOMM: $169,834,964
Microsoft: $164,242,630

Largest New Holdings this Quarter

APTIV PLC: $61,201,799 Holding
CoStar Group: $27,446,461 Holding
Carlisle Companies: $787,105 Holding
BLACKROCK INC: $410,187 Holding
Altria Group: $247,404 Holding

Largest Purchases this Quarter

APTIV PLC: 1,011,935 shares (about $61.20M)
CoStar Group: 383,384 shares (about $27.45M)
WillScot Mobile Mini: 789,445 shares (about $26.41M)
Healthpeak Properties: 1,090,130 shares (about $22.10M)
Workday: 70,755 shares (about $18.26M)

Largest Sales this Quarter

CVS Health: 462,101 shares (about $20.74M)
Prudential Financial: 167,537 shares (about $19.86M)
NVIDIA: 142,753 shares (about $19.17M)
GSK: 544,979 shares (about $18.43M)
Diageo: 90,511 shares (about $11.51M)

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	$272,346,916	$19,170,297 ▼	-6.6%	2,028,051	3.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$183,141,376	$6,695,822 ▼	-3.5%	764,012	2.6%	Finance
GOOG Alphabet	$176,793,737	$264,521 ▼	-0.1%	928,344	2.5%	Computer and Technology
QCOM QUALCOMM	$169,834,964	$4,254,661 ▼	-2.4%	1,105,552	2.4%	Computer and Technology
MSFT Microsoft	$164,242,630	$4,581,286 ▼	-2.7%	389,662	2.3%	Computer and Technology
GDDY GoDaddy	$157,541,354	$10,728,640 ▼	-6.4%	798,203	2.2%	Computer and Technology
AXP American Express	$146,742,223	$11,353,705 ▼	-7.2%	494,431	2.1%	Finance
DAL Delta Air Lines	$129,618,955	$5,983,995 ▼	-4.4%	2,142,462	1.8%	Transportation
V Visa	$127,305,018	$1,871,273 ▼	-1.4%	402,813	1.8%	Business Services
BX Blackstone	$121,961,367	$5,713,140 ▼	-4.5%	707,350	1.7%	Finance
MS Morgan Stanley	$121,799,380	$3,938,429 ▼	-3.1%	968,815	1.7%	Finance
RGA Reinsurance Group of America	$120,920,181	$1,428,544 ▼	-1.2%	566,026	1.7%	Finance
MA Mastercard	$110,502,322	$2,831,894 ▼	-2.5%	209,853	1.6%	Business Services
TDG TransDigm Group	$103,748,526	$605,761 ▼	-0.6%	81,867	1.5%	Aerospace
GE General Electric	$98,928,633	$4,748,677 ▼	-4.6%	593,133	1.4%	Transportation
BAC Bank of America	$97,062,264	$6,045,015 ▼	-5.9%	2,208,470	1.4%	Finance
BMY Bristol-Myers Squibb	$96,959,031	$4,797,644 ▼	-4.7%	1,714,269	1.4%	Medical
TMO Thermo Fisher Scientific	$94,947,937	$1,800,000 ▲	1.9%	182,511	1.3%	Medical
ORCL Oracle	$94,382,919	$2,816,217 ▼	-2.9%	566,388	1.3%	Computer and Technology
EQIX Equinix	$91,593,673	$259,296 ▼	-0.3%	97,141	1.3%	Finance
JNJ Johnson & Johnson	$86,683,266	$943,791 ▲	1.1%	599,386	1.2%	Medical
CMCSA Comcast	$83,064,227	$105,309 ▲	0.1%	2,213,275	1.2%	Consumer Discretionary
HLN Haleon	$82,274,381	$1,544,192 ▲	1.9%	8,624,149	1.2%	Medical
IR Ingersoll Rand	$79,797,080	$2,738,856 ▼	-3.3%	882,126	1.1%	Industrial Products
AMT American Tower	$79,097,520	$3,867,014 ▲	5.1%	431,261	1.1%	Finance
CHTR Charter Communications	$78,517,179	$4,711,709 ▼	-5.7%	229,067	1.1%	Consumer Discretionary
BA Boeing	$76,948,975	$4,609,434 ▲	6.4%	434,740	1.1%	Aerospace
DHR Danaher	$75,915,620	$2,752,075 ▲	3.8%	330,715	1.1%	Multi-Sector Conglomerates
NSRGY Nestlé	$72,922,496	$2,797,640 ▼	-3.7%	882,559	1.0%	Consumer Staples
IFF International Flavors & Fragrances	$72,890,094	$4,330,057 ▼	-5.6%	862,095	1.0%	Basic Materials
DIS Walt Disney	$71,902,922	$1,611,012 ▼	-2.2%	645,738	1.0%	Consumer Discretionary
USB U.S. Bancorp	$70,843,994	$1,978,441 ▼	-2.7%	1,481,162	1.0%	Finance
APD Air Products and Chemicals	$69,605,829	$6,557,804 ▲	10.4%	239,987	1.0%	Basic Materials
CVX Chevron	$69,523,998	$4,018,147 ▲	6.1%	480,006	1.0%	Oils/Energy
LW Lamb Weston	$68,245,449	$5,894,071 ▼	-7.9%	1,021,180	1.0%	Consumer Staples
PYPL PayPal	$67,929,937	$1,236,891 ▼	-1.8%	795,899	1.0%	Computer and Technology
META Meta Platforms	$65,543,076	$1,943,305 ▼	-2.9%	111,942	0.9%	Computer and Technology
KO Coca-Cola	$64,190,830	$754,903 ▼	-1.2%	1,031,012	0.9%	Consumer Staples
LOW Lowe's Companies	$63,963,212	$3,060,076 ▼	-4.6%	259,170	0.9%	Retail/Wholesale
RXO RXO	$63,763,925	$68,683 ▲	0.1%	2,674,661	0.9%	Transportation
EOG EOG Resources	$62,698,762	$1,275,321 ▲	2.1%	511,493	0.9%	Oils/Energy
WDAY Workday	$61,485,324	$18,256,874 ▲	42.2%	238,288	0.9%	Computer and Technology
APTIV PLC	$61,201,799	$61,201,799 ▲	New Holding	1,011,935	0.9%	COMMON
FCX Freeport-McMoRan	$58,984,526	$2,471,621 ▲	4.4%	1,548,963	0.8%	Basic Materials
ROP Roper Technologies	$57,004,501	$9,079,673 ▲	18.9%	109,656	0.8%	Computer and Technology
BUD Anheuser-Busch InBev SA/NV	$55,808,104	$6,772,666 ▼	-10.8%	1,114,602	0.8%	Consumer Staples
TFC Truist Financial	$55,409,339	$1,628,224 ▼	-2.9%	1,277,302	0.8%	Finance
GSK GSK	$55,075,992	$18,431,185 ▼	-25.1%	1,628,504	0.8%	Medical
AMZN Amazon.com	$54,688,372	$681,424 ▲	1.3%	249,275	0.8%	Retail/Wholesale
HSY Hershey	$53,762,087	$7,205,851 ▲	15.5%	317,461	0.8%	Consumer Staples
AA Alcoa	$52,464,717	$1,256,752 ▼	-2.3%	1,388,690	0.7%	Industrial Products
SLB Schlumberger	$52,238,012	$12,267,571 ▲	30.7%	1,362,494	0.7%	Oils/Energy
PEAK Healthpeak Properties	$52,184,203	$22,096,935 ▲	73.4%	2,574,455	0.7%	Finance
MRK Merck & Co., Inc.	$51,688,664	$1,630,675 ▲	3.3%	519,589	0.7%	Medical
XOM Exxon Mobil	$49,610,385	$2,900,946 ▲	6.2%	461,192	0.7%	Oils/Energy
CRM Salesforce	$47,722,726	$17,419,977 ▲	57.5%	142,741	0.7%	Computer and Technology
RACE Ferrari	$47,171,260	$1,288,965 ▼	-2.7%	111,033	0.7%	Auto/Tires/Trucks
AAPL Apple	$46,120,139	$383,393 ▲	0.8%	184,171	0.7%	Computer and Technology
XPO XPO	$45,964,272	$9,152,303 ▼	-16.6%	350,471	0.6%	Transportation
IBM International Business Machines	$45,879,994	$2,009,903 ▼	-4.2%	208,707	0.6%	Computer and Technology
RTX RTX	$45,599,648	$552,794 ▼	-1.2%	394,052	0.6%	Aerospace
AES AES	$45,575,284	$413,410 ▲	0.9%	3,541,203	0.6%	Utilities
DEO Diageo	$45,489,011	$11,506,661 ▼	-20.2%	357,815	0.6%	Consumer Staples
GOOGL Alphabet	$45,251,106	$281,868 ▼	-0.6%	239,044	0.6%	Computer and Technology
UAL United Airlines	$45,185,072	$3,763,788 ▼	-7.7%	465,346	0.6%	Transportation
PRU Prudential Financial	$44,874,101	$19,858,137 ▼	-30.7%	378,589	0.6%	Finance
ELAN Elanco Animal Health	$44,685,286	$942,582 ▼	-2.1%	3,689,949	0.6%	Medical
RBC RBC Bearings	$44,108,791	$6,395,314 ▲	17.0%	147,452	0.6%	Industrial Products
CFRUY Compagnie Financière Richemont	$44,042,592	$7,023,617 ▲	19.0%	2,894,378	0.6%	Retail/Wholesale
UNH UnitedHealth Group	$42,847,552	$711,242 ▲	1.7%	84,702	0.6%	Medical
ZBH Zimmer Biomet	$42,485,216	$1,487,798 ▼	-3.4%	402,208	0.6%	Medical
GM General Motors	$42,434,028	$9,528,671 ▼	-18.3%	796,584	0.6%	Auto/Tires/Trucks
C Citigroup	$42,216,683	$1,654,517 ▼	-3.8%	599,754	0.6%	Finance
SPG Simon Property Group	$41,429,260	$1,010,701 ▼	-2.4%	240,574	0.6%	Finance
ILMN Illumina	$39,392,453	$593,585 ▲	1.5%	294,787	0.6%	Medical
SHEL Shell	$38,737,467	$6,028,554 ▼	-13.5%	618,316	0.5%	Oils/Energy
EIX Edison International	$38,554,592	$3,998,309 ▼	-9.4%	482,898	0.5%	Utilities
TECK Teck Resources	$38,528,313	$3,703,227 ▲	10.6%	950,612	0.5%	Basic Materials
EL Estée Lauder Companies	$38,194,323	$12,355,441 ▲	47.8%	509,393	0.5%	Consumer Staples
GEHC GE HealthCare Technologies	$37,559,124	$1,596,043 ▲	4.4%	480,419	0.5%	Medical
SCS Steelcase	$35,869,262	$2,233,152 ▼	-5.9%	3,034,625	0.5%	Business Services
VMC Vulcan Materials	$35,697,796	$37,298 ▲	0.1%	138,778	0.5%	Construction
STZ Constellation Brands	$35,068,934	$4,833,269 ▼	-12.1%	158,683	0.5%	Consumer Staples
KD Kyndryl	$34,575,296	$668,091 ▼	-1.9%	999,286	0.5%	Business Services
ADSK Autodesk	$34,222,277	$2,947,128 ▼	-7.9%	115,784	0.5%	Computer and Technology
PEP PepsiCo	$33,593,459	$3,043,638 ▲	10.0%	220,922	0.5%	Consumer Staples
WSC WillScot Mobile Mini	$33,372,831	$26,406,935 ▲	379.1%	997,693	0.5%	Finance
KIM Kimco Realty	$32,499,940	$251,802 ▼	-0.8%	1,387,108	0.5%	Finance
MRNA Moderna	$32,174,770	$12,420,570 ▲	62.9%	773,804	0.5%	Medical
CVS CVS Health	$30,978,430	$20,743,728 ▼	-40.1%	690,096	0.4%	Retail/Wholesale
SJM J. M. Smucker	$29,875,446	$1,867,966 ▲	6.7%	271,299	0.4%	Consumer Staples
M Macy's	$29,623,992	$1,412,453 ▼	-4.6%	1,749,793	0.4%	Retail/Wholesale
WPM Wheaton Precious Metals	$28,997,625	$752,941 ▲	2.7%	515,605	0.4%	Basic Materials
AL Air Lease	$28,165,773	$6,180,377 ▼	-18.0%	584,231	0.4%	Transportation
CSGP CoStar Group	$27,446,461	$27,446,461 ▲	New Holding	383,384	0.4%	Computer and Technology
NUE Nucor	$23,909,677	$12,522,516 ▲	110.0%	204,864	0.3%	Basic Materials
HON Honeywell International	$23,424,816	$4,523,903 ▼	-16.2%	103,700	0.3%	Multi-Sector Conglomerates
WCN Waste Connections	$22,177,771	$3,827,954 ▲	20.9%	129,256	0.3%	Business Services
CLF Cleveland-Cliffs	$21,382,876	$4,894,035 ▼	-18.6%	2,274,774	0.3%	Basic Materials
GXO GXO Logistics	$20,904,056	$1,349,153 ▲	6.9%	480,553	0.3%	Transportation

Showing largest 100 holdings. View all holdings.

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Douglas Lane & Associates, LLC Top Holdings and 13F Report (2025)

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

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Douglas Lane & Associates, LLC Top Holdings and 13F Report (2025)

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