DL
Douglas Lane & Associates, LLC
Douglas Lane & Associates, LLC · Investor
1Y performance ⓘ
+25%
AUM (13F)
$6.7B
# of Holdings
232
3Y performance ⓘ
+55%
vs S&P 500 ⓘ
−17%
Updated
Mar 31
Douglas Lane & Associates, LLC's Douglas Lane & Associates, LLC holds 232 U.S.-equity positions worth $6.7B (SEC 13F, Q1 2026). Top positions: NVIDIA CORP 3.9%, Alphabet Inc. Class C Capital Stock 3.3%, JPMorgan Chase & Co. 2.5%. 13F-replication return is +55% over 3 years (-17 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 3.9% | 1.5M | $269M | ▼ 2.3% (−37K) | $277.77 | $208.65 (−25%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 3.3% | 791K | $227M | ▼ 4.4% (−37K) | $104.00 | $348.78 (+235%) | 2026-03-31 |
| JPM JPMorgan Chase & Co. | 2.5% | 597K | $175M | ▼ 1.8% (−11K) | $130.31 | $331.48 (+154%) | 2026-03-31 |
| JNJ Johnson & Johnson | 2.4% | 673K | $164M | ▼ 1.1% (−8K) | $155.00 | $231.29 (+49%) | 2026-03-31 |
| MS Morgan Stanley | 1.9% | 782K | $129M | ▼ 2.4% (−19K) | $87.80 | $227.09 (+159%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 1.8% | 345K | $128M | — | $288.30 | $367.34 (+27%) | 2026-03-31 |
| QCOM Qualcomm Inc | 1.8% | 977K | $126M | — | $127.58 | $221.90 (+74%) | 2026-03-31 |
| RGA Reinsurance Group of America, Incorporated | 1.6% | 546K | $111M | ▼ 0.9% (−5K) | $132.76 | $209.15 (+58%) | 2026-03-31 |
| GE GE Aerospace | 1.6% | 389K | $110M | ▼ 4.2% (−17K) | $95.60 | $355.12 (+271%) | 2026-03-31 |
| EQIX Equinix, Inc. Common Stock REIT | 1.6% | 111K | $109M | ▼ 0.9% (−955) | $721.04 | $1,115.94 (+55%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 1.6% | 520K | $108M | ▲ 2.5% (+13K) | $103.29 | $232.79 (+125%) | 2026-03-31 |
| DAL Delta Air Lines, Inc. | 1.6% | 1.6M | $108M | ▼ 2.1% (−35K) | $34.92 | $85.92 (+146%) | 2026-03-31 |
| TMO Thermo Fisher Scientific, Inc. | 1.6% | 218K | $107M | — | $576.37 | $464.01 (−19%) | 2026-03-31 |
| V VISA Inc. | 1.5% | 348K | $105M | ▲ 0.8% (+3K) | $225.46 | $326.60 (+45%) | 2026-03-31 |
| APD Air Products & Chemicals, Inc. | 1.4% | 346K | $100M | ▲ 2.7% (+9K) | $287.21 | $283.11 (−1%) | 2026-03-31 |
| CVX Chevron Corporation | 1.4% | 485K | $100M | ▼ 1.7% (−8K) | $163.16 | $175.06 (+7%) | 2026-03-31 |
| BMY Bristol-Myers Squibb Co. | 1.4% | 1.6M | $95M | — | $69.31 | $54.70 (−21%) | 2026-03-31 |
| TDG TransDigm Group Incorporated | 1.4% | 82K | $95M | — | $737.05 | $1,295.90 (+76%) | 2026-03-31 |
| FCX Freeport-McMoran Inc. | 1.3% | 1.5M | $90M | ▼ 1.1% (−17K) | $40.91 | $69.21 (+69%) | 2026-03-31 |
| MA Mastercard Incorporated | 1.3% | 175K | $87M | ▼ 0.7% (−1K) | $363.41 | $484.09 (+33%) | 2026-03-31 |
| AXP American Express Company | 1.2% | 288K | $87M | ▼ 4.8% (−14K) | $164.95 | $338.07 (+105%) | 2026-03-31 |
| DHR Danaher Corporation | 1.2% | 439K | $83M | — | $252.04 | $178.19 (−29%) | 2026-03-31 |
| HSY The Hershey Company | 1.2% | 396K | $82M | ▲ 2.0% (+8K) | $254.41 | $170.89 (−33%) | 2026-03-31 |
| BA Boeing Company | 1.2% | 410K | $82M | ▲ 1.4% (+6K) | $212.44 | $220.83 (+4%) | 2026-03-31 |
| PEP PepsiCo, Inc. | 1.1% | 505K | $78M | ▲ 5.2% (+25K) | $182.30 | $140.71 (−23%) | 2026-03-31 |
| XOM Exxon Mobil Corporation | 1.1% | 462K | $78M | ▼ 2.6% (−12K) | $109.66 | $138.47 (+26%) | 2026-03-31 |
| AMT American Tower Corporation | 1.1% | 438K | $76M | ▲ 1.1% (+5K) | $204.34 | $176.43 (−14%) | 2026-03-31 |
| USB U.S. Bancorp | 1.1% | 1.4M | $75M | ▲ 2.1% (+30K) | $36.05 | $58.68 (+63%) | 2026-03-31 |
| RBC RBC Bearings Incorporated | 1.1% | 136K | $74M | ▼ 6.1% (−9K) | $284.89 | $645.73 (+127%) | 2026-03-31 |
| KO Coca-Cola Company | 1.1% | 969K | $74M | ▼ 1.3% (−12K) | $62.03 | $79.53 (+28%) | 2026-03-31 |
| BX Blackstone Inc. | 1.0% | 606K | $70M | ▼ 1.8% (−11K) | $87.84 | $123.26 (+40%) | 2026-03-31 |
| ELAN Elanco Animal Health Incorporated Common Stock | 1.0% | 2.8M | $68M | ▼ 6.6% (−201K) | $9.40 | $23.90 (+154%) | 2026-03-31 |
| MRK Merck & Co., Inc. | 1.0% | 562K | $68M | ▼ 0.7% (−4K) | $106.39 | $115.48 (+9%) | 2026-03-31 |
| IR Ingersoll Rand Inc. Common Stock | 1.0% | 838K | $67M | ▼ 1.3% (−11K) | $58.18 | $77.87 (+34%) | 2026-03-31 |
| HLN Haleon Plc Adr | 1.0% | 6.7M | $67M | ▼ 1.0% (−68K) | $8.14 | $8.77 (+8%) | 2026-03-31 |
| MRNA Moderna, Inc. Common Stock | 1.0% | 1.3M | $67M | ▲ 1.5% (+20K) | $153.58 | $59.34 (−61%) | 2026-03-31 |
| EOG EOG Resources, Inc. | 0.9% | 457K | $66M | ▼ 3.3% (−16K) | $114.63 | $132.83 (+16%) | 2026-03-31 |
| BAC Bank of America Corporation | 0.9% | 1.3M | $64M | ▼ 3.0% (−41K) | $28.60 | $57.37 (+101%) | 2026-03-31 |
| SLB SLB Limited | 0.9% | 1.2M | $63M | ▼ 3.9% (−50K) | $49.10 | $47.95 (−2%) | 2026-03-31 |
| AA Alcoa Corporation | 0.9% | 939K | $62M | ▼ 26% (−324K) | $42.56 | $58.35 (+37%) | 2026-03-31 |
| LW Lamb Weston Holdings, Inc. | 0.9% | 1.4M | $60M | ▲ 18% (+217K) | $104.52 | $43.68 (−58%) | 2026-03-31 |
| CMCSA Comcast Corp | 0.9% | 2.1M | $60M | ▲ 2.9% (+59K) | $37.91 | $22.32 (−41%) | 2026-03-31 |
| TECK Teck Resources Limited | 0.9% | 1.2M | $60M | ▼ 0.9% (−10K) | $36.50 | $63.54 (+74%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 0.9% | 104K | $60M | — | $211.94 | $563.85 (+166%) | 2026-03-31 |
| CRM Salesforce, Inc. | 0.8% | 306K | $57M | ▲ 11% (+29K) | $273.71 | $150.12 (−45%) | 2026-03-31 |
| ROP Roper Technologies, Inc. Common Stock | 0.8% | 160K | $57M | ▲ 11% (+16K) | $440.69 | $325.09 (−26%) | 2026-03-31 |
| GDDY GoDaddy Inc | 0.8% | 681K | $56M | ▲ 1.4% (+10K) | $77.72 | $74.99 (−4%) | 2026-03-31 |
| GSK Gsk Plc Sponsored Adr | 0.8% | 1.0M | $56M | ▼ 3.4% (−35K) | $35.58 | $50.74 (+43%) | 2026-03-31 |
| DIS The Walt Disney Company | 0.8% | 576K | $56M | ▲ 1.8% (+10K) | $100.13 | $102.45 (+2%) | 2026-03-31 |
| TFC Truist Financial Corporation | 0.8% | 1.2M | $55M | ▲ 2.8% (+32K) | $34.10 | $48.76 (+43%) | 2026-03-31 |
Showing top 50 of 232 holdings by value.
FAQ ▾
What are Douglas Lane & Associates, LLC's largest holdings?
As of the latest 13F: NVIDIA CORP 3.9%, Alphabet Inc. Class C Capital Stock 3.3%, JPMorgan Chase & Co. 2.5%, Johnson & Johnson 2.4%, Morgan Stanley 1.9%.
How big is Douglas Lane & Associates, LLC's 13F portfolio?
$6.7B across 232 disclosed U.S.-equity positions.
What is Douglas Lane & Associates, LLC's 3-year performance?
+55% (13F-replication, price return), -17 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.