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CIK: 0001672594
Total reported value
$7.4B
$7.4B
243 檔
12.9%
The Q1 2024 SEC filing reveals that Douglas Lane & Associates, LLC held a total portfolio value of $7.4B, covering 243 public equity positions.
During Q1 2024, Douglas Lane & Associates, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 243 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.36% | +0.21% | -19.45% | |
| 2 | QCOM | Qualcomm Inc | Stock-Tech | 2.99% | +0.30% | -2.98% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.11% | -3.54% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.42% | +0.05% | -2.23% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.09% | +0.41% | -2.47% | |
| 6 | AXP | American Express Co | Stock-Financials | 1.98% | +0.02% | -2.53% | |
| 7 | ✓ | Ikena Oncology Inc | Stock-Other | 1.89% | — | — | |
| 8 | RGA | Reinsurance Group Of America | Stock-Financials | 1.71% | -0.09% | -2.61% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | +0.09% | -2.11% | |
| 10 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.61% | +0.39% | -1.53% | |
| 11 | GM | General Motors Co | Stock-Consumer Disc | 1.54% | -0.49% | -4.73% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.52% | -0.04% | -3.54% | |
| 13 | BX | Blackstone Inc | Stock-Financials | 1.51% | -0.02% | -4.52% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.50% | -0.04% | -1.51% | |
| 15 | GDDY | Godaddy Inc - Class A | Stock-Tech | 1.50% | -0.03% | -2.63% | |
| 16 | TDG | Transdigm Group Inc | Stock-Industrials | 1.47% | +0.13% | -1.14% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.47% | +0.01% | -1.65% | |
| 18 | MS | Morgan Stanley | Stock-Financials | 1.38% | +0.22% | -0.16% | |
| 19 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.37% | -0.04% | -3.14% | |
| 20 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.36% | -0.16% | +2.61% | |
| 21 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.35% | -0.13% | -0.70% | |
| 22 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.32% | -0.14% | -0.29% | |
| 23 | CVS | Cvs Health CORP | Stock-Healthcare | 1.22% | -0.02% | +1.58% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.22% | -0.08% | +4.74% | |
| 25 | PRU | Prudential Financial Inc | Stock-Financials | 1.22% | — | -10.63% | |
| 26 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 1.18% | -0.01% | +3.69% | |
| 27 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.16% | -0.21% | +7.39% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 1.14% | -0.01% | -0.27% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.12% | -0.09% | -0.58% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.12% | -0.03% | +0.90% | |
| 31 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 1.10% | +0.01% | -1.05% | |
| 32 | EQIX | Equinix Inc | Stock-Real Estate | 1.09% | -0.03% | -1.28% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 1.08% | -0.12% | -1.86% | |
| 34 | USB | US Bancorp | Stock-Financials | 1.04% | +0.09% | -3.01% | |
| 35 | AMT | American Tower CORP | Stock-Real Estate | 1.02% | -0.16% | +2.12% | |
| 36 | HLN | Haleon Plc-adr | Stock-Healthcare | 1.01% | -0.12% | +2.13% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.39% | +4.67% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | -0.01% | +4.72% | |
| 39 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.98% | +0.02% | -1.65% | |
| 40 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.96% | -0.06% | -6.31% | |
| 41 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.96% | -0.02% | +6.85% | |
| 42 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.96% | +0.12% | +11.50% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.95% | -0.01% | -1.50% | |
| 44 | EOG | Eog Resources Inc | Stock-Energy | 0.94% | -0.20% | +0.50% | |
| 45 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.93% | -0.05% | -9.47% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.07% | -21.98% | |
| 47 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.91% | — | -7.95% | |
| 48 | AES | Aes CORP | Stock-Utilities | 0.90% | -0.28% | +2.65% | |
| 49 | ELAN | Elanco Animal Health Inc | Stock-Healthcare | 0.90% | -0.11% | -0.45% | |
| 50 | XPO | Xpo Inc | Stock-Industrials | 0.87% | -0.08% | -7.46% |
According to official SEC Form 13F filings, Douglas Lane & Associates, LLC reported a total U.S. public equity portfolio value of $7.4B across 243 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, QCOM, MSFT) accounted for 12.9% of total reported equity market value during Q1 2024.
During Q1 2024, Douglas Lane & Associates, LLC's top holdings by market value included NVDA (3.4%)、QCOM (3.0%)、MSFT (2.5%). The largest single position, NVDA, represented 3.4% of total portfolio value.
In Q1 2024, Douglas Lane & Associates, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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