13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001672594
Total reported value
$7.4B
$7.4B
234 檔
13.1%
According to the latest 13F quarterly dataset, Douglas Lane & Associates, LLC managed an equity portfolio of $7.4B at the end of Q4 2024, spanning 234 distinct U.S. exchange-listed positions.
In Q4 2024, Douglas Lane & Associates, LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.84% | +0.21% | -6.58% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.58% | +0.05% | -3.53% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.49% | +0.41% | -0.15% | |
| 4 | QCOM | Qualcomm Inc | Stock-Tech | 2.40% | +0.30% | -2.44% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.11% | -2.71% | |
| 6 | GDDY | Godaddy Inc - Class A | Stock-Tech | 2.22% | -0.03% | -6.38% | |
| 7 | AXP | American Express Co | Stock-Financials | 2.07% | +0.02% | -7.18% | |
| 8 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.83% | +0.39% | -4.41% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.80% | +0.09% | -1.45% | |
| 10 | BX | Blackstone Inc | Stock-Financials | 1.72% | -0.02% | -4.47% | |
| 11 | MS | Morgan Stanley | Stock-Financials | 1.72% | +0.22% | -3.13% | |
| 12 | RGA | Reinsurance Group Of America | Stock-Financials | 1.71% | -0.09% | -1.17% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.56% | -0.04% | -2.50% | |
| 14 | TDG | Transdigm Group Inc | Stock-Industrials | 1.46% | +0.13% | -0.58% | |
| 15 | GE | General Electric | Stock-Industrials | 1.40% | +0.17% | -4.58% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 1.37% | +0.01% | -5.86% | |
| 17 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.37% | -0.16% | -4.71% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.34% | -0.04% | +1.93% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.33% | -0.12% | -2.90% | |
| 20 | EQIX | Equinix Inc | Stock-Real Estate | 1.29% | -0.03% | -0.28% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.22% | -0.08% | +1.10% | |
| 22 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.17% | -0.14% | +0.13% | |
| 23 | HLN | Haleon Plc-adr | Stock-Healthcare | 1.16% | -0.12% | +1.91% | |
| 24 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.13% | -0.04% | -3.32% | |
| 25 | AMT | American Tower CORP | Stock-Real Estate | 1.12% | -0.16% | +5.14% | |
| 26 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 1.11% | -0.05% | -5.66% | |
| 27 | BA | Boeing Co/the | Stock-Industrials | 1.09% | +0.07% | +6.37% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 1.07% | -0.01% | +3.76% | |
| 29 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 1.03% | -0.01% | -3.69% | |
| 30 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.03% | -0.21% | -5.61% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.01% | -0.03% | -2.19% | |
| 32 | USB | US Bancorp | Stock-Financials | 1.00% | +0.09% | -2.72% | |
| 33 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.98% | -0.07% | +10.40% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.98% | -0.39% | +6.13% | |
| 35 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.96% | +0.12% | -7.95% | |
| 36 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.96% | -0.05% | -1.79% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.07% | -2.88% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.91% | -0.01% | -1.16% | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.90% | -0.09% | -4.57% | |
| 40 | ✓ | Stock-Other | 0.90% | +0.51% | +0.11% | ||
| 41 | EOG | Eog Resources Inc | Stock-Energy | 0.88% | -0.20% | +2.08% | |
| 42 | WDAY | Workday Inc-class A | Stock-Tech | 0.87% | -0.03% | +42.23% | |
| 43 | ✓ | Stock-Other | 0.86% | -0.18% | — | ||
| 44 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.83% | -0.02% | +4.37% | |
| 45 | ROP | Roper Technologies Inc | Stock-Tech | 0.80% | +0.02% | +18.95% | |
| 46 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.79% | +0.01% | -10.82% | |
| 47 | TFC | Truist Financial CORP | Stock-Financials | 0.78% | +0.01% | -2.85% | |
| 48 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.78% | -0.13% | -25.07% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | +0.16% | +1.26% | |
| 50 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.76% | -0.16% | +15.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +0.9% | NEW | New buy | |
| 2 | CSGP | Costar Group Inc | +0.4% | NEW | New buy |
| 3 | GDDY | Godaddy Inc - Class A | +0.4% | -6.38% | Trim |
| 4 | WSC | Willscot Holdings CORP | +0.4% | +379.09% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | -0.15% | Trim |
| 6 | CRM | Salesforce Inc | +0.3% | +57.49% | Add |
| 7 | WDAY | Workday Inc-class A | +0.3% | +42.23% | Add |
| 8 | MS | Morgan Stanley | +0.3% | -3.13% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | -3.53% | Trim |
| 10 | DOC | Healthpeak Properties Inc | +0.3% | +73.44% | Add |
| 11 | DAL | Delta Air Lines Inc | +0.3% | -4.41% | Trim |
| 12 | V | Visa Inc-class A Shares | +0.3% | -1.45% | Trim |
| 13 | UAL | United Airlines Holdings Inc | +0.2% | -7.69% | Trim |
| 14 | BA | Boeing Co/the | +0.2% | +6.37% | Add |
| 15 | NVDA | Nvidia CORP | +0.2% | -6.58% | Trim |
| 16 | ZTS | Zoetis Inc | +0.2% | +1076.13% | Add |
| 17 | KD | Kyndryl Holdings Inc | +0.2% | -1.90% | Trim |
| 18 | BX | Blackstone Inc | +0.2% | -4.47% | Trim |
| 19 | NUE | Nucor CORP | +0.1% | +109.97% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | +1.26% | Add |
| 21 | SLB | Slb LTD | +0.1% | +30.69% | Add |
| 22 | DIS | Walt Disney Co/the | +0.1% | -2.19% | Trim |
| 23 | INTU | Intuit Inc | +0.1% | +109.92% | Add |
| 24 | IR | Ingersoll-rand Inc | -0.1% | -3.32% | Trim |
| 25 | JNJ | Johnson & Johnson | -0.1% | +1.10% | Add |
| 26 | CMCSA | Comcast Corp-class A | -0.1% | +0.13% | Add |
| 27 | SHEL | Shell Plc-adr | -0.1% | -13.47% | Trim |
| 28 | LOW | Lowe's Cos Inc | -0.1% | -4.57% | Trim |
| 29 | KO | Coca-cola Co/the | -0.1% | -1.16% | Trim |
| 30 | ✓ | -0.1% | +0.11% | Add | |
| 31 | ELAN | Elanco Animal Health Inc | -0.1% | -2.07% | Trim |
| 32 | DHR | Danaher CORP | -0.2% | +3.76% | Add |
| 33 | STZ | Constellation Brands Inc-a | -0.2% | -12.11% | Trim |
| 34 | UBER | Uber Technologies Inc | -0.2% | -20.79% | Trim |
| 35 | TDG | Transdigm Group Inc | -0.2% | -0.58% | Trim |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.2% | +1.93% | Add |
| 37 | AMT | American Tower CORP | -0.2% | +5.14% | Add |
| 38 | FCX | Freeport-mcmoran Inc | -0.2% | +4.37% | Add |
| 39 | CLF | Cleveland-cliffs Inc | -0.2% | -18.62% | Trim |
| 40 | GE | General Electric | -0.2% | -4.58% | Trim |
| 41 | DEO | Diageo Plc-sponsored Adr | -0.2% | -20.19% | Trim |
| 42 | NSRGY | Nestle Sa-spons Adr | -0.2% | -3.69% | Trim |
| 43 | QCOM | Qualcomm Inc | -0.3% | -2.44% | Trim |
| 44 | PRU | Prudential Financial Inc | -0.3% | -30.68% | Trim |
| 45 | IFF | Intl Flavors & Fragrances | -0.3% | -5.61% | Trim |
| 46 | AES | Aes CORP | -0.3% | +0.92% | Add |
| 47 | BUD | Anheuser-busch Inbev-spn Adr | -0.4% | -10.82% | Trim |
| 48 | GSK | Gsk Plc-spon Adr | -0.4% | -25.07% | Trim |
| 49 | CVS | Cvs Health CORP | -0.6% | -40.11% | Trim |
| 50 | APTV | Aptiv PLC | -0.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Douglas Lane & Associates, LLC reported a total U.S. public equity portfolio value of $7.4B across 234 disclosed positions in Q4 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, JPM, GOOG) accounted for 13.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
市值: $61.2M
Top Position Liquidated / Trimmed
APTV
前期市值: $62.7M
During Q4 2024, Douglas Lane & Associates, LLC's top holdings by market value included NVDA (3.8%)、JPM (2.6%)、GOOG (2.5%). The largest single position, NVDA, represented 3.8% of total portfolio value.
In Q4 2024, Douglas Lane & Associates, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 29 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.