DL
Douglas Lane & Associates, LLC
Douglas Lane & Associates, LLC · Investor
1Y performance ⓘ
+12%
AUM (13F)
$6.7B
# of Holdings
233
3Y performance ⓘ
+47%
vs S&P 500 ⓘ
−17%
Updated
Mar 31
Douglas Lane & Associates, LLC's Douglas Lane & Associates, LLC holds 233 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 +47% 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) | $27.78 | $200.75 (+623%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 3.3% | 791K | $227M | ▼ 4.4% (−37K) | $104.00 | $356.65 (+243%) | 2026-03-31 |
| JPM JPMorgan Chase & Co. | 2.5% | 597K | $175M | ▼ 1.8% (−11K) | $130.31 | $351.79 (+170%) | 2026-03-31 |
| JNJ Johnson & Johnson | 2.4% | 673K | $164M | ▼ 1.1% (−8K) | $158.22 | $256.35 (+62%) | 2026-03-31 |
| MS Morgan Stanley | 1.9% | 782K | $129M | ▼ 2.4% (−19K) | $87.80 | $210.42 (+140%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 1.8% | 345K | $128M | — | $288.58 | $464.72 (+61%) | 2026-03-31 |
| QCOM Qualcomm Inc | 1.8% | 977K | $126M | — | $127.56 | $147.61 (+16%) | 2026-03-31 |
| RGA Reinsurance Group of America, Incorporated | 1.6% | 546K | $111M | ▼ 0.9% (−5K) | $135.15 | $236.85 (+75%) | 2026-03-31 |
| GE GE Aerospace | 1.6% | 389K | $110M | ▼ 4.2% (−17K) | $76.30 | $360.07 (+372%) | 2026-03-31 |
| EQIX Equinix, Inc. Common Stock REIT | 1.6% | 111K | $109M | ▼ 0.9% (−955) | $732.29 | $1,019.28 (+39%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 1.6% | 520K | $108M | ▲ 2.5% (+13K) | $166.53 | $271.58 (+63%) | 2026-03-31 |
| DAL Delta Air Lines, Inc. | 1.6% | 1.6M | $108M | ▼ 2.1% (−35K) | $34.92 | $87.44 (+150%) | 2026-03-31 |
| TMO Thermo Fisher Scientific, Inc. | 1.6% | 218K | $107M | — | $556.69 | $574.30 (+3%) | 2026-03-31 |
| V VISA Inc. | 1.5% | 348K | $105M | ▲ 0.8% (+3K) | $226.06 | $366.13 (+62%) | 2026-03-31 |
| APD Air Products & Chemicals, Inc. | 1.4% | 346K | $100M | ▲ 2.7% (+9K) | $267.66 | $294.89 (+10%) | 2026-03-31 |
| CVX Chevron Corporation | 1.4% | 485K | $100M | ▼ 1.7% (−8K) | $161.82 | $196.83 (+22%) | 2026-03-31 |
| BMY Bristol-Myers Squibb Co. | 1.4% | 1.6M | $95M | — | $67.80 | $65.31 (−4%) | 2026-03-31 |
| TDG TransDigm Group Incorporated | 1.4% | 82K | $95M | — | $780.55 | $1,254.38 (+61%) | 2026-03-31 |
| FCX Freeport-McMoran Inc. | 1.3% | 1.5M | $90M | ▼ 1.1% (−17K) | $41.08 | $62.63 (+52%) | 2026-03-31 |
| MA Mastercard Incorporated | 1.3% | 175K | $87M | ▼ 0.7% (−1K) | $363.41 | $573.10 (+58%) | 2026-03-31 |
| AXP American Express Company | 1.2% | 288K | $87M | ▼ 4.8% (−14K) | $164.95 | $336.25 (+104%) | 2026-03-31 |
| DHR Danaher Corporation | 1.2% | 439K | $83M | — | $239.26 | $194.98 (−19%) | 2026-03-31 |
| HSY The Hershey Company | 1.2% | 396K | $82M | ▲ 2.0% (+8K) | $185.04 | $175.05 (−5%) | 2026-03-31 |
| BA Boeing Company | 1.2% | 410K | $82M | ▲ 1.4% (+6K) | $192.98 | $216.14 (+12%) | 2026-03-31 |
| PEP PepsiCo, Inc. | 1.1% | 505K | $78M | ▲ 5.2% (+25K) | $156.10 | $139.56 (−11%) | 2026-03-31 |
| XOM Exxon Mobil Corporation | 1.1% | 462K | $78M | ▼ 2.6% (−12K) | $114.43 | $155.44 (+36%) | 2026-03-31 |
| AMT American Tower Corporation | 1.1% | 438K | $76M | ▲ 1.1% (+5K) | $198.88 | $173.36 (−13%) | 2026-03-31 |
| USB U.S. Bancorp | 1.1% | 1.4M | $75M | ▲ 2.1% (+30K) | $36.81 | $63.01 (+71%) | 2026-03-31 |
| RBC RBC Bearings Incorporated | 1.1% | 136K | $74M | ▼ 6.1% (−9K) | $286.74 | $551.31 (+92%) | 2026-03-31 |
| KO Coca-Cola Company | 1.1% | 969K | $74M | ▼ 1.3% (−12K) | $62.14 | $87.59 (+41%) | 2026-03-31 |
| BX Blackstone Inc. | 1.0% | 606K | $70M | ▼ 1.8% (−11K) | $87.84 | $127.75 (+45%) | 2026-03-31 |
| ELAN Elanco Animal Health Incorporated Common Stock | 1.0% | 2.8M | $68M | ▼ 6.6% (−201K) | $9.99 | $26.37 (+164%) | 2026-03-31 |
| MRK Merck & Co., Inc. | 1.0% | 562K | $68M | ▼ 0.7% (−4K) | $105.97 | $130.20 (+23%) | 2026-03-31 |
| IR Ingersoll Rand Inc. Common Stock | 1.0% | 838K | $67M | ▼ 1.3% (−11K) | $59.02 | $83.38 (+41%) | 2026-03-31 |
| HLN Haleon Plc Adr | 1.0% | 6.7M | $67M | ▼ 1.0% (−68K) | $8.21 | $9.87 (+20%) | 2026-03-31 |
| MRNA Moderna, Inc. Common Stock | 1.0% | 1.3M | $67M | ▲ 1.5% (+20K) | $65.08 | $54.82 (−16%) | 2026-03-31 |
| EOG EOG Resources, Inc. | 0.9% | 457K | $66M | ▼ 3.3% (−16K) | $114.86 | $148.69 (+29%) | 2026-03-31 |
| BAC Bank of America Corporation | 0.9% | 1.3M | $64M | ▼ 3.0% (−41K) | $28.57 | $61.95 (+117%) | 2026-03-31 |
| SLB SLB Limited | 0.9% | 1.2M | $63M | ▼ 3.9% (−50K) | $45.77 | $49.59 (+8%) | 2026-03-31 |
| AA Alcoa Corporation | 0.9% | 939K | $62M | ▼ 26% (−324K) | $36.12 | $45.26 (+25%) | 2026-03-31 |
| LW Lamb Weston Holdings, Inc. | 0.9% | 1.4M | $60M | ▲ 18% (+217K) | $77.67 | $52.55 (−32%) | 2026-03-31 |
| CMCSA Comcast Corp | 0.9% | 2.1M | $60M | ▲ 2.9% (+59K) | $37.30 | $23.96 (−36%) | 2026-03-31 |
| TECK Teck Resources Limited | 0.9% | 1.2M | $60M | ▼ 0.9% (−10K) | $42.76 | $60.24 (+41%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 0.9% | 104K | $60M | — | $212.21 | $556.71 (+162%) | 2026-03-31 |
| CRM Salesforce, Inc. | 0.8% | 306K | $57M | ▲ 11% (+29K) | $268.57 | $184.02 (−31%) | 2026-03-31 |
| ROP Roper Technologies, Inc. Common Stock | 0.8% | 160K | $57M | ▲ 11% (+16K) | $471.97 | $391.97 (−17%) | 2026-03-31 |
| GDDY GoDaddy Inc | 0.8% | 681K | $56M | ▲ 1.4% (+10K) | $78.00 | $82.74 (+6%) | 2026-03-31 |
| GSK Gsk Plc Sponsored Adr | 0.8% | 1.0M | $56M | ▼ 3.4% (−35K) | $35.61 | $51.69 (+45%) | 2026-03-31 |
| DIS The Walt Disney Company | 0.8% | 576K | $56M | ▲ 1.8% (+10K) | $99.18 | $96.19 (−3%) | 2026-03-31 |
| TFC Truist Financial Corporation | 0.8% | 1.2M | $55M | ▲ 2.8% (+32K) | $34.06 | $51.84 (+52%) | 2026-03-31 |
Showing top 50 of 233 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 233 disclosed U.S.-equity positions.
What is Douglas Lane & Associates, LLC's 3-year performance?
+47% (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.