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CIK: 0001672594
Total reported value
$7.4B
$7.4B
238 檔
13.4%
In Q2 2025, Douglas Lane & Associates, LLC's U.S. equity holdings reached a combined market value of $7.4B, distributed across 238 disclosed stock positions.
In Q2 2025, Douglas Lane & Associates, LLC adopted a defensive or profit-taking posture, trimming 40 positions and completely liquidating 0 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 | 4.10% | +0.21% | -7.86% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.95% | +0.05% | -6.13% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | -0.11% | -7.36% | |
| 4 | QCOM | Qualcomm Inc | Stock-Tech | 2.37% | +0.30% | -5.90% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.28% | +0.41% | -3.21% | |
| 6 | AXP | American Express Co | Stock-Financials | 1.96% | +0.02% | -10.88% | |
| 7 | GE | General Electric | Stock-Industrials | 1.90% | +0.17% | -10.85% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.90% | +0.09% | -7.19% | |
| 9 | MS | Morgan Stanley | Stock-Financials | 1.83% | +0.22% | -5.66% | |
| 10 | GDDY | Godaddy Inc - Class A | Stock-Tech | 1.80% | -0.03% | -7.07% | |
| 11 | TDG | Transdigm Group Inc | Stock-Industrials | 1.70% | +0.13% | -6.60% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.69% | -0.12% | -3.51% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.56% | -0.04% | -7.79% | |
| 14 | RGA | Reinsurance Group Of America | Stock-Financials | 1.56% | -0.09% | -6.43% | |
| 15 | BX | Blackstone Inc | Stock-Financials | 1.40% | -0.02% | -8.00% | |
| 16 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.40% | +0.39% | -5.25% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.40% | -0.08% | +2.39% | |
| 18 | AMT | American Tower CORP | Stock-Real Estate | 1.33% | -0.16% | -5.75% | |
| 19 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 1.26% | -0.01% | -10.49% | |
| 20 | BA | Boeing Co/the | Stock-Industrials | 1.23% | +0.07% | -6.53% | |
| 21 | HLN | Haleon Plc-adr | Stock-Healthcare | 1.23% | -0.12% | -5.01% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.21% | +0.01% | -16.54% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.17% | -0.04% | +6.59% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.16% | +43.20% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.07% | -0.48% | |
| 26 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.10% | -0.14% | -4.43% | |
| 27 | EQIX | Equinix Inc | Stock-Real Estate | 1.08% | -0.03% | -4.15% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.07% | -0.03% | -6.33% | |
| 29 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.06% | -0.07% | +4.36% | |
| 30 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.05% | -0.16% | -6.11% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.03% | -0.01% | -3.03% | |
| 32 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.00% | -0.04% | -7.18% | |
| 33 | DHR | Danaher CORP | Stock-Healthcare | 1.00% | -0.01% | -0.54% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.39% | -2.67% | |
| 35 | ✓ | Stock-Other | 0.99% | -0.18% | -5.36% | ||
| 36 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.97% | -0.02% | -3.78% | |
| 37 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.97% | +0.01% | -5.89% | |
| 38 | ROP | Roper Technologies Inc | Stock-Tech | 0.96% | +0.02% | -2.78% | |
| 39 | USB | US Bancorp | Stock-Financials | 0.92% | +0.09% | -3.07% | |
| 40 | WDAY | Workday Inc-class A | Stock-Tech | 0.88% | -0.03% | -0.40% | |
| 41 | ✓ | Stock-Other | 0.85% | +0.51% | +4.14% | ||
| 42 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.84% | -0.05% | -30.68% | |
| 43 | EOG | Eog Resources Inc | Stock-Energy | 0.84% | -0.20% | -4.91% | |
| 44 | RBC | RBC Bearings Inc | Stock-Industrials | 0.81% | -0.02% | -3.73% | |
| 45 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.80% | +0.12% | -0.01% | |
| 46 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.80% | -0.21% | -6.49% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.80% | -0.05% | +35.63% | |
| 48 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.80% | -0.16% | -1.40% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.78% | -0.01% | -8.51% | |
| 50 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.78% | -0.05% | -7.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | -7.86% | Trim |
| 2 | ORCL | Oracle CORP | +0.6% | -3.51% | Trim |
| 3 | MSFT | Microsoft CORP | +0.5% | -7.36% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.5% | +43.20% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -6.13% | Trim |
| 6 | META | Meta Platforms Inc-class A | +0.2% | -0.48% | Trim |
| 7 | GE | General Electric | +0.2% | -10.85% | Trim |
| 8 | CRM | Salesforce Inc | +0.2% | +35.63% | Add |
| 9 | MS | Morgan Stanley | +0.2% | -5.66% | Trim |
| 10 | INTU | Intuit Inc | +0.2% | +31.78% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -3.21% | Trim |
| 12 | DIS | Walt Disney Co/the | +0.2% | -6.33% | Trim |
| 13 | BA | Boeing Co/the | +0.1% | -6.53% | Trim |
| 14 | ELAN | Elanco Animal Health Inc | +0.1% | -9.82% | Trim |
| 15 | RBC | RBC Bearings Inc | +0.1% | -3.73% | Trim |
| 16 | ZTS | Zoetis Inc | +0.1% | +31.47% | Add |
| 17 | KD | Kyndryl Holdings Inc | +0.1% | -9.16% | Trim |
| 18 | C | Citigroup Inc | +0.1% | -3.74% | Trim |
| 19 | FCX | Freeport-mcmoran Inc | +0.1% | -3.78% | Trim |
| 20 | TECK | Teck Resources Ltd-cls B | +0.1% | +5.55% | Add |
| 21 | EL | Estee Lauder Companies-cl A | +0.1% | -4.13% | Trim |
| 22 | RACE | Ferrari N.V. | +0.1% | -1.68% | Trim |
| 23 | AXP | American Express Co | +0.1% | -10.88% | Trim |
| 24 | DAL | Delta Air Lines Inc | +0.1% | -5.25% | Trim |
| 25 | AAPL | Apple Inc | -0.1% | -7.17% | Trim |
| 26 | AES | Aes CORP | -0.1% | +1.55% | Add |
| 27 | IFF | Intl Flavors & Fragrances | -0.1% | -6.49% | Trim |
| 28 | LOW | Lowe's Cos Inc | -0.1% | -7.26% | Trim |
| 29 | CVS | Cvs Health CORP | -0.1% | -15.69% | Trim |
| 30 | MA | Mastercard Inc - A | -0.1% | -7.79% | Trim |
| 31 | CMCSA | Comcast Corp-class A | -0.1% | -4.43% | Trim |
| 32 | JNJ | Johnson & Johnson | -0.1% | +2.39% | Add |
| 33 | EOG | Eog Resources Inc | -0.1% | -4.91% | Trim |
| 34 | RGA | Reinsurance Group Of America | -0.1% | -6.43% | Trim |
| 35 | SHEL | Shell Plc-adr | -0.1% | -18.72% | Trim |
| 36 | PRU | Prudential Financial Inc | -0.1% | -24.52% | Trim |
| 37 | GSK | Gsk Plc-spon Adr | -0.1% | -13.44% | Trim |
| 38 | STZ | Constellation Brands Inc-a | -0.2% | -30.21% | Trim |
| 39 | V | Visa Inc-class A Shares | -0.2% | -7.19% | Trim |
| 40 | GJB | Steelcase Inc-cl A | -0.2% | -36.73% | Trim |
| 41 | ✓ | -0.2% | +4.14% | Add | |
| 42 | GDDY | Godaddy Inc - Class A | -0.2% | -7.07% | Trim |
| 43 | SLB | Slb LTD | -0.2% | +0.42% | Add |
| 44 | ZBH | Zimmer Biomet Holdings Inc | -0.2% | -4.95% | Trim |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.2% | +6.59% | Add |
| 46 | NSRGY | Nestle Sa-spons Adr | -0.2% | -10.49% | Trim |
| 47 | CVX | Chevron CORP | -0.2% | -2.67% | Trim |
| 48 | CHTR | Charter Communications Inc-a | -0.3% | -30.68% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -0.3% | -9.87% | Trim |
| 50 | BMY | Bristol-myers Squibb Co | -0.5% | -6.11% | 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 Q2 2025.
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, MSFT) accounted for 13.4% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
NVDA
前期市值: $210.7M
During Q2 2025, Douglas Lane & Associates, LLC's top holdings by market value included NVDA (4.1%)、JPM (3.0%)、MSFT (2.6%). The largest single position, NVDA, represented 4.1% of total portfolio value.
In Q2 2025, Douglas Lane & Associates, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 10 positions, trimming 40 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.
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.
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