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CIK: 0001672594
Total reported value
$7.4B
$7.4B
240 檔
14.7%
According to the latest 13F quarterly dataset, Douglas Lane & Associates, LLC managed an equity portfolio of $7.4B at the end of Q3 2025, spanning 240 distinct U.S. exchange-listed positions.
In Q3 2025, Douglas Lane & Associates, LLC adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.35% | +0.21% | -6.50% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.96% | +0.41% | -1.65% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.84% | +0.05% | -7.95% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | -0.11% | -1.48% | |
| 5 | QCOM | Qualcomm Inc | Stock-Tech | 2.33% | +0.30% | -1.93% | |
| 6 | GE | General Electric | Stock-Industrials | 1.92% | +0.17% | -10.13% | |
| 7 | MS | Morgan Stanley | Stock-Financials | 1.88% | +0.22% | -5.36% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.72% | -0.08% | +5.53% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.70% | +0.09% | -2.87% | |
| 10 | AXP | American Express Co | Stock-Financials | 1.69% | +0.02% | -13.74% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.61% | -0.12% | -23.08% | |
| 12 | TDG | Transdigm Group Inc | Stock-Industrials | 1.52% | +0.13% | +6.90% | |
| 13 | BX | Blackstone Inc | Stock-Financials | 1.50% | -0.02% | -2.71% | |
| 14 | RGA | Reinsurance Group Of America | Stock-Financials | 1.47% | -0.09% | +1.63% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.46% | -0.04% | +8.39% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.46% | -0.04% | -3.89% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | +0.16% | +25.95% | |
| 18 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.41% | +0.39% | -9.46% | |
| 19 | GDDY | Godaddy Inc - Class A | Stock-Tech | 1.27% | -0.03% | -3.20% | |
| 20 | BA | Boeing Co/the | Stock-Industrials | 1.19% | +0.07% | -2.44% | |
| 21 | ✓ | Stock-Other | 1.19% | -0.18% | -0.73% | ||
| 22 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 1.18% | -0.01% | +5.02% | |
| 23 | EQIX | Equinix Inc | Stock-Real Estate | 1.18% | -0.03% | +15.25% | |
| 24 | DHR | Danaher CORP | Stock-Healthcare | 1.17% | -0.01% | +21.01% | |
| 25 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.16% | -0.07% | +17.63% | |
| 26 | AMT | American Tower CORP | Stock-Real Estate | 1.11% | -0.16% | -0.15% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.07% | -1.81% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.06% | -0.39% | +1.39% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 1.05% | +0.01% | -17.02% | |
| 30 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 1.04% | +0.12% | +19.92% | |
| 31 | HLN | Haleon Plc-adr | Stock-Healthcare | 1.02% | -0.12% | -0.13% | |
| 32 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.98% | -0.04% | +1.99% | |
| 33 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.97% | -0.16% | -1.60% | |
| 34 | ELAN | Elanco Animal Health Inc | Stock-Healthcare | 0.97% | -0.11% | -1.95% | |
| 35 | WDAY | Workday Inc-class A | Stock-Tech | 0.96% | -0.03% | +12.08% | |
| 36 | ROP | Roper Technologies Inc | Stock-Tech | 0.94% | +0.02% | +16.05% | |
| 37 | USB | US Bancorp | Stock-Financials | 0.94% | +0.09% | -1.01% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.92% | -0.03% | -3.62% | |
| 39 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.91% | -0.16% | +5.19% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.90% | -0.01% | -3.11% | |
| 41 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.89% | +0.13% | +8.96% | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.84% | -0.14% | -9.56% | |
| 43 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.84% | -0.02% | -0.01% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.83% | -0.05% | +25.37% | |
| 45 | ✓ | Stock-Other | 0.83% | +0.51% | +3.38% | ||
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.82% | -0.09% | -2.27% | |
| 47 | RBC | RBC Bearings Inc | Stock-Industrials | 0.81% | -0.02% | +1.69% | |
| 48 | CSGP | Costar Group Inc | Stock-Real Estate | 0.77% | -0.02% | +12.06% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.76% | -0.19% | +27.42% | |
| 50 | EOG | Eog Resources Inc | Stock-Energy | 0.75% | -0.20% | -0.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -6.50% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.9% | -1.65% | Trim |
| 3 | AMZN | Amazon.com Inc | +0.7% | +25.95% | Add |
| 4 | ORCL | Oracle CORP | +0.5% | -23.08% | Trim |
| 5 | MSFT | Microsoft CORP | +0.4% | -1.48% | Trim |
| 6 | IT | Gartner Inc | +0.4% | +1719.42% | Add |
| 7 | ELAN | Elanco Animal Health Inc | +0.4% | -1.95% | Trim |
| 8 | ✓ | +0.3% | -0.73% | Trim | |
| 9 | MS | Morgan Stanley | +0.3% | -5.36% | Trim |
| 10 | CRM | Salesforce Inc | +0.2% | +25.37% | Add |
| 11 | PEP | Pepsico Inc | +0.2% | +27.42% | Add |
| 12 | GE | General Electric | +0.2% | -10.13% | Trim |
| 13 | INTU | Intuit Inc | +0.2% | +26.27% | Add |
| 14 | JNJ | Johnson & Johnson | +0.2% | +5.53% | Add |
| 15 | ZTS | Zoetis Inc | +0.2% | +35.22% | Add |
| 16 | LW | Lamb Weston Holdings Inc | +0.2% | +19.92% | Add |
| 17 | VMC | Vulcan Materials Co | +0.2% | +5.81% | Add |
| 18 | WBD | Warner Bros Discovery Inc | +0.2% | -2.43% | Trim |
| 19 | META | Meta Platforms Inc-class A | +0.2% | -1.81% | Trim |
| 20 | TECK | Teck Resources Ltd-cls B | +0.2% | +10.80% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | -7.95% | Trim |
| 22 | C | Citigroup Inc | +0.1% | -7.96% | Trim |
| 23 | WPM | Wheaton Precious Metals CORP | +0.1% | -6.86% | Trim |
| 24 | CSGP | Costar Group Inc | +0.1% | +12.06% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.51% | Trim |
| 26 | DHR | Danaher CORP | +0.1% | +21.01% | Add |
| 27 | BA | Boeing Co/the | +0.1% | -2.44% | Trim |
| 28 | TMO | Thermo Fisher Scientific Inc | +0.1% | +8.39% | Add |
| 29 | DAL | Delta Air Lines Inc | +0.1% | -9.46% | Trim |
| 30 | GSK | Gsk Plc-spon Adr | -0.2% | -14.90% | Trim |
| 31 | EOG | Eog Resources Inc | -0.2% | -0.39% | Trim |
| 32 | AL | Air Lease CORP | -0.2% | -73.54% | Trim |
| 33 | BUD | Anheuser-busch Inbev-spn Adr | -0.3% | -14.31% | Trim |
| 34 | BAC | Bank Of America CORP | -0.3% | -17.02% | Trim |
| 35 | SHEL | Shell Plc-adr | -0.3% | -33.60% | Trim |
| 36 | NSRGY | Nestle Sa-spons Adr | -0.3% | +5.02% | Trim |
| 37 | GJB | Steelcase Inc-cl A | -0.3% | -73.31% | Trim |
| 38 | HLN | Haleon Plc-adr | -0.3% | -0.13% | Trim |
| 39 | UNH | Unitedhealth Group Inc | -0.3% | -4.14% | Trim |
| 40 | AMT | American Tower CORP | -0.3% | -0.15% | Trim |
| 41 | STZ | Constellation Brands Inc-a | -0.3% | -68.95% | Trim |
| 42 | PRU | Prudential Financial Inc | -0.3% | -46.65% | Trim |
| 43 | V | Visa Inc-class A Shares | -0.4% | -2.87% | Trim |
| 44 | CMCSA | Comcast Corp-class A | -0.4% | -9.56% | Trim |
| 45 | IFF | Intl Flavors & Fragrances | -0.4% | -19.08% | Trim |
| 46 | BMY | Bristol-myers Squibb Co | -0.5% | -1.60% | Trim |
| 47 | CHTR | Charter Communications Inc-a | -0.6% | -12.52% | Trim |
| 48 | GDDY | Godaddy Inc - Class A | -0.7% | -3.20% | Trim |
| 49 | SLB | Slb LTD | — | EXIT | Sold out |
| 50 | ✓ | Ikena Oncology Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Douglas Lane & Associates, LLC reported a total U.S. public equity portfolio value of $7.4B across 240 disclosed positions in Q3 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, GOOG, JPM) accounted for 14.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
IKENA ONCOLOGY INC
市值: $51.5M
Top Position Liquidated / Trimmed
SLB
前期市值: $61.2M
During Q3 2025, Douglas Lane & Associates, LLC's top holdings by market value included NVDA (4.3%)、GOOG (3.0%)、JPM (2.8%). The largest single position, NVDA, represented 4.3% of total portfolio value.
In Q3 2025, Douglas Lane & Associates, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 35 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.
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