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CIK: 0001672594
Total reported value
$7.4B
$7.4B
245 檔
13.1%
At the close of Q1 2026, Douglas Lane & Associates, LLC disclosed equity holdings valued at approximately $7.4B, spread across 245 reported holdings.
In Q1 2026, Douglas Lane & Associates, LLC adopted a defensive or profit-taking posture, trimming 115 positions and completely liquidating 6 holdings to manage risk exposure.
Showing top 200 holdings (of 245 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.88% | +0.21% | -2.32% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.27% | +0.41% | -4.45% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.53% | +0.05% | -1.81% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.37% | -0.08% | -1.11% | |
| 5 | MS | Morgan Stanley | Stock-Financials | 1.85% | +0.22% | -2.37% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | -0.11% | -0.22% | |
| 7 | QCOM | Qualcomm Inc | Stock-Tech | 1.81% | +0.30% | -0.06% | |
| 8 | RGA | Reinsurance Group Of America | Stock-Financials | 1.61% | -0.09% | -0.93% | |
| 9 | GE | General Electric | Stock-Industrials | 1.59% | +0.17% | -4.19% | |
| 10 | EQIX | Equinix Inc | Stock-Real Estate | 1.57% | -0.03% | -0.85% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | +0.16% | +2.49% | |
| 12 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.56% | +0.39% | -2.12% | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.55% | -0.04% | +0.10% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.51% | +0.09% | +0.79% | |
| 15 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.45% | -0.07% | +2.67% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.45% | -0.39% | -1.69% | |
| 17 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 1.41% | -0.01% | +4.89% | |
| 18 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.38% | -0.16% | +0.14% | |
| 19 | TDG | Transdigm Group Inc | Stock-Industrials | 1.37% | +0.13% | +0.12% | |
| 20 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.29% | -0.02% | -1.09% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.26% | -0.04% | -0.75% | |
| 22 | AXP | American Express Co | Stock-Financials | 1.25% | +0.02% | -4.76% | |
| 23 | DHR | Danaher CORP | Stock-Healthcare | 1.20% | -0.01% | +0.37% | |
| 24 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.19% | -0.16% | +2.00% | |
| 25 | BA | Boeing Co/the | Stock-Industrials | 1.18% | +0.07% | +1.37% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.13% | -0.19% | +5.21% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 1.13% | -0.30% | -2.60% | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 1.09% | -0.16% | +1.14% | |
| 29 | USB | US Bancorp | Stock-Financials | 1.08% | +0.09% | +2.12% | |
| 30 | RBC | RBC Bearings Inc | Stock-Industrials | 1.06% | -0.02% | -6.10% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.06% | -0.01% | -1.25% | |
| 32 | BX | Blackstone Inc | Stock-Financials | 1.00% | -0.02% | -1.85% | |
| 33 | ELAN | Elanco Animal Health Inc | Stock-Healthcare | 0.98% | -0.11% | -6.59% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.97% | -0.01% | -0.70% | |
| 35 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.97% | -0.04% | -1.29% | |
| 36 | HLN | Haleon Plc-adr | Stock-Healthcare | 0.97% | -0.12% | -1.00% | |
| 37 | ✓ | Stock-Other | 0.97% | -0.18% | -1.80% | ||
| 38 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.97% | — | — | |
| 39 | MRNA | Moderna Inc | Stock-Healthcare | 0.96% | +0.32% | +1.55% | |
| 40 | EOG | Eog Resources Inc | Stock-Energy | 0.95% | -0.20% | -3.31% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.92% | +0.01% | -3.03% | |
| 42 | SLB | Slb LTD | Stock-Energy | 0.91% | -0.20% | -3.87% | |
| 43 | AA | Alcoa CORP | Stock-Materials | 0.90% | -0.29% | -25.62% | |
| 44 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.87% | +0.12% | +17.86% | |
| 45 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.87% | -0.14% | +2.91% | |
| 46 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.86% | +0.04% | -0.88% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.07% | +0.08% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.82% | -0.05% | +10.65% | |
| 49 | ROP | Roper Technologies Inc | Stock-Tech | 0.82% | +0.02% | +11.45% | |
| 50 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.81% | -0.03% | +1.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRNA | Moderna Inc | +0.4% | +1.55% | Add |
| 2 | JNJ | Johnson & Johnson | +0.4% | -1.11% | Trim |
| 3 | CVX | Chevron CORP | +0.4% | -1.69% | Trim |
| 4 | EQIX | Equinix Inc | +0.4% | -0.85% | Trim |
| 5 | XOM | Exxon Mobil CORP | +0.4% | -2.60% | Trim |
| 6 | APD | Air Products & Chemicals Inc | +0.3% | +2.67% | Add |
| 7 | EOG | Eog Resources Inc | +0.3% | -3.31% | Trim |
| 8 | SLB | Slb LTD | +0.2% | -3.87% | Trim |
| 9 | HSY | Hershey Co/the | +0.2% | +2.00% | Add |
| 10 | BMY | Bristol-myers Squibb Co | +0.2% | +0.14% | Add |
| 11 | XPO | Xpo Inc | +0.2% | -4.82% | Trim |
| 12 | FCX | Freeport-mcmoran Inc | +0.2% | -1.09% | Trim |
| 13 | PEP | Pepsico Inc | +0.2% | +5.21% | Add |
| 14 | LW | Lamb Weston Holdings Inc | +0.2% | +17.86% | Add |
| 15 | RBC | RBC Bearings Inc | +0.2% | -6.10% | Trim |
| 16 | NKE | Nike Inc -cl B | +0.2% | +105.04% | Add |
| 17 | MPC | Marathon Petroleum CORP | +0.2% | -0.79% | Trim |
| 18 | ✓ | +0.2% | +2.93% | Add | |
| 19 | MRK | Merck & Co. Inc. | +0.2% | -0.70% | Trim |
| 20 | KO | Coca-cola Co/the | +0.1% | -1.25% | Trim |
| 21 | MDLZ | Mondelez International Inc-a | +0.1% | +644.02% | Add |
| 22 | GSK | Gsk Plc-spon Adr | +0.1% | -3.39% | Trim |
| 23 | WPM | Wheaton Precious Metals CORP | +0.1% | -2.64% | Trim |
| 24 | NSRGY | Nestle Sa-spons Adr | +0.1% | +4.89% | Add |
| 25 | CF | Cf Industries Holdings Inc | +0.1% | -1.29% | Trim |
| 26 | CHTR | Charter Communications Inc-a | +0.1% | +14.31% | Add |
| 27 | TECK | Teck Resources Ltd-cls B | +0.1% | -0.88% | Trim |
| 28 | HON | Honeywell International Inc | +0.1% | +14.41% | Add |
| 29 | DOC | Healthpeak Properties Inc | +0.1% | +5.83% | Add |
| 30 | IFF | Intl Flavors & Fragrances | +0.1% | +1.00% | Add |
| 31 | SHEL | Shell Plc-adr | +0.1% | -5.63% | Trim |
| 32 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | -3.57% | Trim |
| 33 | ZTS | Zoetis Inc | +0.1% | +11.23% | Add |
| 34 | RGA | Reinsurance Group Of America | +0.1% | -0.93% | Trim |
| 35 | APA | Apa CORP | +0.1% | -8.07% | Trim |
| 36 | SNPS | Synopsys Inc | +0.1% | +28.28% | Add |
| 37 | ZBH | Zimmer Biomet Holdings Inc | +0.1% | +3.24% | Add |
| 38 | AMT | American Tower CORP | +0.1% | +1.14% | Add |
| 39 | USB | US Bancorp | +0.1% | +2.12% | Add |
| 40 | IR | Ingersoll-rand Inc | +0.1% | -1.29% | Trim |
| 41 | VLO | Valero Energy CORP | 0% | -0.02% | Trim |
| 42 | RTX | Rtx CORP | 0% | -2.91% | Trim |
| 43 | HLN | Haleon Plc-adr | 0% | -1.00% | Trim |
| 44 | NVS | Novartis Ag-sponsored Adr | 0% | -3.91% | Trim |
| 45 | ELAN | Elanco Animal Health Inc | 0% | -6.59% | Trim |
| 46 | CMCSA | Comcast Corp-class A | 0% | +2.91% | Add |
| 47 | ALC | Alcon Inc. | 0% | +7.63% | Add |
| 48 | RACE | Ferrari N.V. | 0% | +10.24% | Add |
| 49 | NUE | Nucor CORP | 0% | -2.79% | Trim |
| 50 | WCN | Waste Connections Inc | 0% | +7.72% | Add |
According to official SEC Form 13F filings, Douglas Lane & Associates, LLC reported a total U.S. public equity portfolio value of $7.4B across 245 disclosed positions in Q1 2026.
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 13.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
VSNT
市值: $4.4M
Top Position Liquidated / Trimmed
IKENA ONCOLOGY INC
前期市值: $1.1M
During Q1 2026, Douglas Lane & Associates, LLC's top holdings by market value included NVDA (3.9%)、GOOG (3.3%)、JPM (2.5%). The largest single position, NVDA, represented 3.9% of total portfolio value.
In Q1 2026, Douglas Lane & Associates, LLC made 192 total portfolio adjustments, initiating 7 new buys, adding to 64 positions, trimming 115 holdings, and fully liquidating 6 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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