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CIK: 0001672594
Total reported value
$7.4B
$7.4B
238 檔
12.9%
During the Q3 2024 filing period, Douglas Lane & Associates, LLC (CIK: 0001672594) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $7.4B across 238 reported positions.
In Q3 2024, Douglas Lane & Associates, LLC adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 238 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.62% | +0.21% | -8.86% | |
| 2 | QCOM | Qualcomm Inc | Stock-Tech | 2.65% | +0.30% | -3.75% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.11% | -4.23% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.30% | +0.05% | -4.43% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.14% | +0.41% | -2.50% | |
| 6 | AXP | American Express Co | Stock-Financials | 1.99% | +0.02% | -7.68% | |
| 7 | GDDY | Godaddy Inc - Class A | Stock-Tech | 1.84% | -0.03% | -3.27% | |
| 8 | RGA | Reinsurance Group Of America | Stock-Financials | 1.71% | -0.09% | -3.68% | |
| 9 | TDG | Transdigm Group Inc | Stock-Industrials | 1.62% | +0.13% | -1.66% | |
| 10 | GE | General Electric | Stock-Industrials | 1.61% | +0.17% | -9.54% | |
| 11 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.56% | +0.39% | -2.42% | |
| 12 | BX | Blackstone Inc | Stock-Financials | 1.56% | -0.02% | -6.13% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.54% | +0.09% | -1.65% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.52% | -0.04% | -1.80% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.46% | -0.04% | -2.37% | |
| 16 | MS | Morgan Stanley | Stock-Financials | 1.43% | +0.22% | -3.03% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.37% | -0.12% | -3.37% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.32% | -0.08% | +2.69% | |
| 19 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.32% | -0.21% | -4.75% | |
| 20 | AMT | American Tower CORP | Stock-Real Estate | 1.31% | -0.16% | +2.64% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.28% | +0.01% | -7.41% | |
| 22 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.28% | -0.16% | -0.72% | |
| 23 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.27% | -0.14% | +0.72% | |
| 24 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 1.27% | -0.01% | +6.43% | |
| 25 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.23% | -0.04% | -6.16% | |
| 26 | HLN | Haleon Plc-adr | Stock-Healthcare | 1.23% | -0.12% | -0.84% | |
| 27 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.22% | -0.13% | -1.58% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 1.22% | -0.01% | -1.18% | |
| 29 | EQIX | Equinix Inc | Stock-Real Estate | 1.19% | -0.03% | +0.15% | |
| 30 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 1.14% | +0.01% | -2.09% | |
| 31 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 1.08% | -0.05% | -3.21% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.03% | -0.01% | -3.39% | |
| 33 | ✓ | Stock-Other | 1.03% | +0.51% | -0.99% | ||
| 34 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.02% | -0.02% | +1.45% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.01% | -0.09% | -10.07% | |
| 36 | CVS | Cvs Health CORP | Stock-Healthcare | 1.00% | -0.02% | -0.82% | |
| 37 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.99% | +0.12% | +32.04% | |
| 38 | AES | Aes CORP | Stock-Utilities | 0.97% | -0.28% | -1.46% | |
| 39 | USB | US Bancorp | Stock-Financials | 0.96% | +0.09% | -4.68% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.92% | -0.39% | -0.02% | |
| 41 | PRU | Prudential Financial Inc | Stock-Financials | 0.91% | — | -12.26% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.07% | -6.49% | |
| 43 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.89% | -0.07% | +25.61% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.87% | -0.03% | +1.20% | |
| 45 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.87% | -0.05% | -0.40% | |
| 46 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.86% | +0.02% | -2.25% | |
| 47 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.86% | — | +46.24% | |
| 48 | BA | Boeing Co/the | Stock-Industrials | 0.85% | +0.07% | +12.03% | |
| 49 | EOG | Eog Resources Inc | Stock-Energy | 0.85% | -0.20% | -2.31% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.79% | -0.01% | -1.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DOC | Healthpeak Properties Inc | +0.4% | +528.19% | Add |
| 2 | CRM | Salesforce Inc | +0.3% | NEW | New buy |
| 3 | WDAY | Workday Inc-class A | +0.3% | +100.06% | Add |
| 4 | HSY | Hershey Co/the | +0.3% | +64.53% | Add |
| 5 | APTV | Aptiv PLC | +0.3% | +46.24% | Add |
| 6 | APD | Air Products & Chemicals Inc | +0.3% | +25.61% | Add |
| 7 | HLN | Haleon Plc-adr | +0.2% | -0.84% | Trim |
| 8 | BMY | Bristol-myers Squibb Co | +0.2% | -0.72% | Trim |
| 9 | AMT | American Tower CORP | +0.2% | +2.64% | Add |
| 10 | RBC | RBC Bearings Inc | +0.2% | +54.01% | Add |
| 11 | PYPL | Paypal Holdings Inc | +0.2% | -0.40% | Trim |
| 12 | BX | Blackstone Inc | +0.2% | -6.13% | Trim |
| 13 | ORCL | Oracle CORP | +0.2% | -3.37% | Trim |
| 14 | EQIX | Equinix Inc | +0.1% | +0.15% | Add |
| 15 | ILMN | Illumina Inc | +0.1% | +12.94% | Add |
| 16 | EL | Estee Lauder Companies-cl A | +0.1% | +51.70% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | +2.69% | Add |
| 18 | WSC | Willscot Holdings CORP | +0.1% | NEW | New buy |
| 19 | TDG | Transdigm Group Inc | +0.1% | -1.66% | Trim |
| 20 | RTX | Rtx CORP | +0.1% | +1.10% | Add |
| 21 | AXP | American Express Co | +0.1% | -7.68% | Trim |
| 22 | GDDY | Godaddy Inc - Class A | +0.1% | -3.27% | Trim |
| 23 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.80% | Trim |
| 24 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | -2.09% | Trim |
| 25 | GEHC | GE Healthcare Technology | +0.1% | +2.24% | Add |
| 26 | MA | Mastercard Inc - A | +0.1% | -2.37% | Trim |
| 27 | DHR | Danaher CORP | +0.1% | -1.18% | Trim |
| 28 | AES | Aes CORP | +0.1% | -1.46% | Trim |
| 29 | INTU | Intuit Inc | +0.1% | +622.19% | Add |
| 30 | IBM | Intl Business Machines CORP | +0.1% | -9.49% | Trim |
| 31 | ROP | Roper Technologies Inc | +0.1% | +15.56% | Add |
| 32 | GE | General Electric | +0.1% | -9.54% | Trim |
| 33 | LOW | Lowe's Cos Inc | +0.1% | -10.07% | Trim |
| 34 | USB | US Bancorp | +0.1% | -4.68% | Trim |
| 35 | CMCSA | Comcast Corp-class A | +0.1% | +0.72% | Add |
| 36 | KO | Coca-cola Co/the | +0.1% | -3.39% | Trim |
| 37 | M | Macy's, Inc. | -0.1% | -4.64% | Trim |
| 38 | PRU | Prudential Financial Inc | -0.1% | -12.26% | Trim |
| 39 | UBER | Uber Technologies Inc | -0.2% | -27.33% | Trim |
| 40 | BAC | Bank Of America CORP | -0.2% | -7.41% | Trim |
| 41 | HON | Honeywell International Inc | -0.2% | -29.80% | Trim |
| 42 | SHEL | Shell Plc-adr | -0.2% | -11.42% | Trim |
| 43 | VRSN | Verisign Inc | -0.2% | -82.03% | Trim |
| 44 | MRNA | Moderna Inc | -0.2% | +17.54% | Add |
| 45 | MSFT | Microsoft CORP | -0.3% | -4.23% | Trim |
| 46 | GOOG | Alphabet Inc-cl C | -0.3% | -2.50% | Trim |
| 47 | JWNUSD | Nordstrom Inc | -0.4% | EXIT | Sold out |
| 48 | NVDA | Nvidia CORP | -0.6% | -8.86% | Trim |
| 49 | QCOM | Qualcomm Inc | -0.7% | -3.75% | Trim |
| 50 | GM | General Motors Co | -0.8% | -53.98% | Trim |
According to official SEC Form 13F filings, Douglas Lane & Associates, LLC reported a total U.S. public equity portfolio value of $7.4B across 238 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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 Q3 2024.
Top New Position Initiated
CRM
市值: $24.8M
Top Position Liquidated / Trimmed
JWNUSD
前期市值: $25.9M
During Q3 2024, Douglas Lane & Associates, LLC's top holdings by market value included NVDA (3.6%)、QCOM (2.6%)、MSFT (2.4%). The largest single position, NVDA, represented 3.6% of total portfolio value.
In Q3 2024, Douglas Lane & Associates, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 30 holdings, and fully liquidating 1 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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