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

About Douglas Lane & Associates, LLC

Investment Activity

Douglas Lane & Associates, LLC has $6.79 billion in total holdings as of March 31, 2025.
Douglas Lane & Associates, LLC owns shares of 236 different stocks, but just 70 companies or ETFs make up 80% of its holdings.
Approximately 2.44% of the portfolio was purchased this quarter.
About 3.09% of the portfolio was sold this quarter.
This quarter, Douglas Lane & Associates, LLC has purchased 233 new stocks and bought additional shares in 79 stocks.
Douglas Lane & Associates, LLC sold shares of 135 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

NVIDIA: $210,690,139
JPMorgan Chase & Co.: $183,191,380
QUALCOMM: $167,403,753
Microsoft: $146,738,989
Alphabet: $142,932,245

Largest New Holdings this Quarter

13646K108 - Canadian Pacific Kansas City: $4,526,017 Holding
969457100 - Williams Companies: $414,854 Holding
11285b108 - BROOKFIELD RENEWABLE CORP: $385,715 Holding
18539C204 - Clearway Energy: $378,375 Holding
49456B101 - Kinder Morgan: $364,863 Holding

Largest Purchases this Quarter

RXO: 916,379 shares (about $17.50M)
CoStar Group: 173,367 shares (about $13.74M)
Zoetis: 75,157 shares (about $12.37M)
Nestlé: 100,767 shares (about $10.18M)
Roper Technologies: 10,406 shares (about $6.14M)

Largest Sales this Quarter

RTX: 131,333 shares (about $17.40M)
Edison International: 251,434 shares (about $14.81M)
GoDaddy: 55,113 shares (about $9.93M)
NVIDIA: 84,056 shares (about $9.11M)
Charter Communications: 24,618 shares (about $9.07M)

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	$210,690,139	$9,109,988 ▼	-4.1%	1,943,995	3.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$183,191,380	$4,220,880 ▼	-2.3%	746,805	2.7%	Finance
QCOM QUALCOMM	$167,403,753	$2,420,126 ▼	-1.4%	1,089,797	2.5%	Computer and Technology
MSFT Microsoft	$146,738,989	$463,607 ▲	0.3%	390,897	2.2%	Computer and Technology
GOOG Alphabet	$142,932,245	$2,103,013 ▼	-1.5%	914,883	2.1%	Computer and Technology
V Visa	$139,135,978	$2,033,717 ▼	-1.4%	397,010	2.1%	Business Services
GDDY GoDaddy	$133,860,258	$9,928,058 ▼	-6.9%	743,090	2.0%	Computer and Technology
AXP American Express	$128,170,366	$4,856,355 ▼	-3.7%	476,381	1.9%	Finance
GE General Electric	$114,462,639	$4,252,989 ▼	-3.6%	571,884	1.7%	Transportation
TDG TransDigm Group	$114,293,077	$1,047,152 ▲	0.9%	82,624	1.7%	Aerospace
RGA Reinsurance Group of America	$113,926,734	$2,476,214 ▲	2.2%	578,602	1.7%	Finance
MA Mastercard	$113,598,077	$1,426,759 ▼	-1.2%	207,250	1.7%	Business Services
MS Morgan Stanley	$110,868,644	$2,162,944 ▼	-1.9%	950,276	1.6%	Finance
JNJ Johnson & Johnson	$102,435,251	$3,033,049 ▲	3.1%	617,675	1.5%	Medical
BMY Bristol-Myers Squibb	$101,619,033	$2,934,229 ▼	-2.8%	1,666,159	1.5%	Medical
NSRGY Nestlé	$99,293,998	$10,175,220 ▲	11.4%	983,326	1.5%	Consumer Staples
BX Blackstone	$98,410,223	$463,091 ▼	-0.5%	704,037	1.5%	Finance
AMT American Tower	$95,557,719	$1,715,341 ▲	1.8%	439,144	1.4%	Finance
TMO Thermo Fisher Scientific	$93,149,954	$2,332,257 ▲	2.6%	187,198	1.4%	Medical
DAL Delta Air Lines	$90,495,334	$2,916,012 ▼	-3.1%	2,075,581	1.3%	Transportation
HLN Haleon	$88,587,567	$154,926 ▼	-0.2%	8,609,093	1.3%	Medical
BAC Bank of America	$88,341,695	$3,817,752 ▼	-4.1%	2,116,983	1.3%	Finance
CVX Chevron	$82,709,939	$2,409,810 ▲	3.0%	494,411	1.2%	Energy
CMCSA Comcast	$82,047,000	$377,155 ▲	0.5%	2,223,496	1.2%	Consumer Discretionary
EQIX Equinix	$79,554,766	$350,602 ▲	0.4%	97,571	1.2%	Finance
ORCL Oracle	$77,353,956	$1,832,770 ▼	-2.3%	553,279	1.1%	Computer and Technology
CHTR Charter Communications	$75,345,649	$9,072,479 ▼	-10.7%	204,449	1.1%	Consumer Discretionary
BA Boeing	$74,135,151	$9,721 ▼	0.0%	434,683	1.1%	Aerospace
KO Coca-Cola	$74,120,496	$279,390 ▲	0.4%	1,034,913	1.1%	Consumer Staples
APD Air Products and Chemicals	$73,356,387	$2,579,372 ▲	3.6%	248,733	1.1%	Basic Materials
DHR Danaher	$71,962,620	$4,166,012 ▲	6.1%	351,037	1.1%	Medical
IR Ingersoll Rand	$71,812,247	$1,215,735 ▲	1.7%	897,317	1.1%	Industrials
ROP Roper Technologies	$70,785,960	$6,135,153 ▲	9.5%	120,062	1.0%	Computer and Technology
RXO RXO	$68,588,870	$17,502,840 ▲	34.3%	3,591,040	1.0%	Transportation
EOG EOG Resources	$65,319,761	$274,049 ▼	-0.4%	509,356	1.0%	Energy
BUD Anheuser-Busch InBev SA/NV	$63,459,412	$5,155,464 ▼	-7.5%	1,030,855	0.9%	Consumer Staples
META Meta Platforms	$63,205,937	$1,312,948 ▼	-2.0%	109,664	0.9%	Computer and Technology
APTIV PLC	$62,815,846	$2,605,742 ▲	4.3%	1,055,729	0.9%	COMMON
DIS Walt Disney	$62,768,718	$965,581 ▼	-1.5%	635,955	0.9%	Consumer Discretionary
IFF International Flavors & Fragrances	$62,063,517	$4,843,637 ▼	-7.2%	799,685	0.9%	Basic Materials
USB U.S. Bancorp	$61,285,134	$1,249,543 ▼	-2.0%	1,451,566	0.9%	Finance
SLB Schlumberger	$61,194,038	$4,241,781 ▲	7.4%	1,463,972	0.9%	Energy
FCX Freeport-McMoRan	$60,515,175	$1,871,420 ▲	3.2%	1,598,393	0.9%	Basic Materials
LOW Lowe's Companies	$59,935,965	$510,308 ▼	-0.8%	256,982	0.9%	Retail/Wholesale
WDAY Workday	$59,638,775	$3,991,487 ▲	7.2%	255,380	0.9%	Computer and Technology
GSK GSK	$58,943,922	$4,144,328 ▼	-6.6%	1,521,526	0.9%	Medical
HSY Hershey	$57,412,623	$3,117,197 ▲	5.7%	335,687	0.8%	Consumer Staples
LW Lamb Weston	$56,866,570	$2,437,676 ▲	4.5%	1,066,915	0.8%	Consumer Staples
PEAK Healthpeak Properties	$56,471,423	$4,415,947 ▲	8.5%	2,792,850	0.8%	Finance
XOM Exxon Mobil	$55,503,871	$654,352 ▲	1.2%	466,694	0.8%	Energy
TFC Truist Financial	$51,731,990	$828,966 ▼	-1.6%	1,257,157	0.8%	Finance
PYPL PayPal	$51,024,032	$908,345 ▼	-1.7%	781,978	0.8%	Computer and Technology
IBM International Business Machines	$49,709,345	$2,187,709 ▼	-4.2%	199,909	0.7%	Computer and Technology
CFRUY Compagnie Financière Richemont	$49,071,132	$965,138 ▼	-1.9%	2,838,549	0.7%	Retail/Wholesale
AMZN Amazon.com	$48,829,977	$1,402,975 ▲	3.0%	256,649	0.7%	Retail/Wholesale
RBC RBC Bearings	$48,796,742	$1,351,112 ▲	2.8%	151,651	0.7%	Industrials
ZBH Zimmer Biomet	$47,909,417	$2,387,531 ▲	5.2%	423,303	0.7%	Medical
CVS CVS Health	$47,605,402	$851,414 ▲	1.8%	702,663	0.7%	Medical
RACE Ferrari	$46,836,173	$672,627 ▼	-1.4%	109,461	0.7%	Auto/Tires/Trucks
AES AES	$46,335,364	$2,353,627 ▲	5.4%	3,730,706	0.7%	Utilities
MRK Merck & Co., Inc.	$45,904,616	$733,698 ▼	-1.6%	511,415	0.7%	Medical
UNH UnitedHealth Group	$44,900,361	$537,889 ▲	1.2%	85,729	0.7%	Medical
CSGP CoStar Group	$44,111,382	$13,735,867 ▲	45.2%	556,751	0.7%	Computer and Technology
AA Alcoa	$42,757,474	$402,417 ▲	1.0%	1,401,884	0.6%	Industrials
C Citigroup	$41,649,477	$927,058 ▼	-2.2%	586,695	0.6%	Finance
AAPL Apple	$41,577,073	$667,277 ▲	1.6%	187,175	0.6%	Computer and Technology
ELAN Elanco Animal Health	$40,899,498	$2,155,031 ▲	5.6%	3,895,190	0.6%	Medical
WPM Wheaton Precious Metals	$39,944,827	$81,589 ▼	-0.2%	514,554	0.6%	Basic Materials
CRM Salesforce	$39,887,196	$1,581,179 ▲	4.1%	148,633	0.6%	Computer and Technology
DEO Diageo	$39,325,478	$1,830,052 ▲	4.9%	375,279	0.6%	Consumer Staples
SPG Simon Property Group	$38,891,633	$1,062,912 ▼	-2.7%	234,174	0.6%	Finance
GEHC GE HealthCare Technologies	$38,193,799	$580,789 ▼	-1.5%	473,223	0.6%	Medical
SHEL Shell	$37,700,879	$7,609,323 ▼	-16.8%	514,477	0.6%	Energy
GOOGL Alphabet	$36,059,663	$906,034 ▼	-2.5%	233,185	0.5%	Computer and Technology
TECK Teck Resources	$35,825,818	$1,195,014 ▲	3.5%	983,415	0.5%	Basic Materials
SJM J. M. Smucker	$35,801,253	$3,676,748 ▲	11.4%	302,350	0.5%	Consumer Staples
PEP PepsiCo	$35,288,249	$2,163,186 ▲	6.5%	235,349	0.5%	Consumer Staples
RTX RTX	$34,799,741	$17,396,360 ▼	-33.3%	262,719	0.5%	Aerospace
VMC Vulcan Materials	$34,793,600	$2,416,750 ▲	7.5%	149,137	0.5%	Construction
EL Estée Lauder Companies	$34,716,560	$1,096,591 ▲	3.3%	526,008	0.5%	Consumer Staples
XPO XPO	$34,013,031	$3,690,640 ▼	-9.8%	316,165	0.5%	Transportation
PRU Prudential Financial	$33,326,714	$8,954,042 ▼	-21.2%	298,413	0.5%	Finance
WSC WillScot Mobile Mini	$31,884,626	$4,148,761 ▲	15.0%	1,146,929	0.5%	Finance
GM General Motors	$31,565,078	$5,898,267 ▼	-15.7%	671,169	0.5%	Auto/Tires/Trucks
UAL United Airlines	$30,355,951	$1,776,172 ▼	-5.5%	439,623	0.4%	Transportation
KD Kyndryl	$30,137,594	$1,239,986 ▼	-4.0%	959,796	0.4%	Business Services
WCN Waste Connections	$28,619,704	$3,390,252 ▲	13.4%	146,625	0.4%	Business Services
ZTS Zoetis	$28,410,670	$12,374,593 ▲	77.2%	172,552	0.4%	Medical
ADSK Autodesk	$28,401,111	$1,911,140 ▼	-6.3%	108,484	0.4%	Computer and Technology
KIM Kimco Realty	$28,285,287	$1,176,887 ▼	-4.0%	1,331,699	0.4%	Finance
NUE Nucor	$27,855,227	$3,201,887 ▲	13.0%	231,471	0.4%	Basic Materials
SCS Steelcase	$26,652,983	$6,606,500 ▼	-19.9%	2,431,842	0.4%	Business Services
STZ Constellation Brands	$25,623,367	$3,498,066 ▼	-12.0%	139,622	0.4%	Consumer Staples
MRNA Moderna	$24,764,207	$2,826,864 ▲	12.9%	873,517	0.4%	Medical
ILMN Illumina	$23,012,845	$375,596 ▼	-1.6%	290,053	0.3%	Medical
UBER Uber Technologies	$21,653,093	$1,554,976 ▼	-6.7%	297,188	0.3%	Computer and Technology
M Macy's	$21,383,674	$593,724 ▼	-2.7%	1,702,522	0.3%	Retail/Wholesale
CLF Cleveland-Cliffs	$20,929,723	$2,231,081 ▲	11.9%	2,546,195	0.3%	Basic Materials
INTU Intuit	$20,911,007	$5,766,521 ▲	38.1%	34,058	0.3%	Computer and Technology
AL Air Lease	$20,903,003	$7,321,184 ▼	-25.9%	432,685	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

Advanced Stock Screeners and Research Tools

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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