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CIK: 0001672594
Total reported value
$7.5B
$7.5B
257 檔
14.6%
The Q2 2026 SEC filing reveals that Douglas Lane & Associates, LLC held a total portfolio value of $7.5B, covering 257 public equity positions.
In Q2 2026, Douglas Lane & Associates, LLC adopted a defensive or profit-taking posture, trimming 110 positions and completely liquidating 6 holdings to manage risk exposure.
Showing top 200 holdings (of 257 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.09% | +0.29% | -2.44% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.68% | -0.31% | -2.94% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.58% | -0.13% | -2.53% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.29% | -0.01% | -1.34% | |
| 5 | QCOM | Qualcomm Inc | Stock-Tech | 2.11% | -0.06% | -13.93% | |
| 6 | MS | Morgan Stanley | Stock-Financials | 2.07% | -0.36% | -6.42% | |
| 7 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.95% | -0.34% | -5.38% | |
| 8 | GE | General Electric | Stock-Industrials | 1.76% | -0.57% | -10.73% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | +0.57% | -0.75% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | +0.05% | +2.23% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.60% | — | -1.12% | |
| 12 | EQIX | Equinix Inc | Stock-Real Estate | 1.54% | -0.10% | -1.82% | |
| 13 | RGA | Reinsurance Group Of America | Stock-Financials | 1.52% | +0.15% | -3.45% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.51% | +0.45% | +1.55% | |
| 15 | TDG | Transdigm Group Inc | Stock-Industrials | 1.50% | -0.29% | +1.13% | |
| 16 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 1.40% | -0.17% | -0.01% | |
| 17 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.38% | -0.12% | +0.02% | |
| 18 | MRNA | Moderna Inc | Stock-Healthcare | 1.28% | +1.72% | +2.44% | |
| 19 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.27% | +0.09% | -2.37% | |
| 20 | AXP | American Express Co | Stock-Financials | 1.27% | -0.19% | -3.86% | |
| 21 | ✓ | Stock-Other | 1.25% | — | -4.57% | ||
| 22 | RXO | Rxo Inc | Stock-Other | 1.25% | -0.34% | -4.57% | |
| 23 | BA | Boeing Co/the | Stock-Industrials | 1.25% | -0.17% | +3.98% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.22% | +0.03% | -0.03% | |
| 25 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.22% | +0.04% | -1.16% | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 1.19% | +0.17% | +4.63% | |
| 27 | USB | US Bancorp | Stock-Financials | 1.17% | -0.09% | -0.50% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.06% | +0.17% | -2.88% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.05% | -0.04% | -2.11% | |
| 30 | RBC | RBC Bearings Inc | Stock-Industrials | 1.04% | -0.28% | -12.59% | |
| 31 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.03% | +0.01% | +8.94% | |
| 32 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.99% | +0.02% | +17.60% | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.98% | -0.07% | +1.19% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.96% | +0.08% | -1.73% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.94% | -0.04% | +1.31% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.93% | -0.30% | -8.02% | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 0.93% | -0.03% | -4.37% | |
| 38 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.93% | -0.10% | -0.31% | |
| 39 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.90% | +0.06% | -3.25% | |
| 40 | ELAN | Elanco Animal Health Inc | Stock-Healthcare | 0.87% | -0.19% | -8.71% | |
| 41 | HLN | Haleon Plc-adr | Stock-Healthcare | 0.85% | -0.06% | -0.02% | |
| 42 | ROP | Roper Technologies Inc | Stock-Tech | 0.84% | +0.06% | +13.91% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.83% | EXIT | |
| 44 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.83% | -0.18% | -3.91% | |
| 45 | TFC | Truist Financial CORP | Stock-Financials | 0.81% | -0.08% | -0.54% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | +0.18% | -0.73% | |
| 47 | ✓ | Stock-Other | 0.79% | — | -1.60% | ||
| 48 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.79% | -0.29% | -1.60% | |
| 49 | C | Citigroup Inc | Stock-Financials | 0.79% | -0.11% | -7.90% | |
| 50 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.78% | +0.06% | -0.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +0.5% | -4.57% | Trim | |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -2.94% | Trim |
| 3 | DAL | Delta Air Lines Inc | +0.4% | -5.38% | Trim |
| 4 | MRNA | Moderna Inc | +0.3% | +2.44% | Add |
| 5 | QCOM | Qualcomm Inc | +0.3% | -13.93% | Trim |
| 6 | WSC | Willscot Holdings CORP | +0.2% | +0.51% | Add |
| 7 | MS | Morgan Stanley | +0.2% | -6.42% | Trim |
| 8 | ✓ | +0.2% | NEW | New buy | |
| 9 | NVDA | Nvidia CORP | +0.2% | -2.44% | Trim |
| 10 | ✓ | +0.2% | NEW | New buy | |
| 11 | ILMN | Illumina Inc | +0.2% | -0.76% | Trim |
| 12 | NKE | Nike Inc -cl B | +0.2% | +110.73% | Add |
| 13 | SYK | Stryker CORP | +0.2% | +4593.02% | Add |
| 14 | GE | General Electric | +0.2% | -10.73% | Trim |
| 15 | UAL | United Airlines Holdings Inc | +0.2% | -2.98% | Trim |
| 16 | AMZN | Amazon.com Inc | +0.2% | +2.23% | Add |
| 17 | ✓ | +0.2% | NEW | New buy | |
| 18 | SPGI | S&p Global Inc | +0.2% | +1352.46% | Add |
| 19 | FND | Floor & Decor Holdings Inc-a | +0.1% | NEW | New buy |
| 20 | TDG | Transdigm Group Inc | +0.1% | +1.13% | Add |
| 21 | DOC | Healthpeak Properties Inc | +0.1% | -3.91% | Trim |
| 22 | LW | Lamb Weston Holdings Inc | +0.1% | +17.60% | Add |
| 23 | CFRUY | Cie Financiere Rich-unsp Adr | +0.1% | -5.48% | Trim |
| 24 | SNPS | Synopsys Inc | +0.1% | +27.77% | Add |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | -3.27% | Trim |
| 26 | NUE | Nucor CORP | +0.1% | -4.64% | Trim |
| 27 | WCN | Waste Connections Inc | +0.1% | +20.90% | Add |
| 28 | RACE | Ferrari N.V. | +0.1% | +11.90% | Add |
| 29 | MDLZ | Mondelez International Inc-a | +0.1% | +91.21% | Add |
| 30 | V | Visa Inc-class A Shares | +0.1% | -1.12% | Trim |
| 31 | USB | US Bancorp | +0.1% | -0.50% | Trim |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.46% | Trim |
| 33 | BA | Boeing Co/the | +0.1% | +3.98% | Add |
| 34 | M | Macy's, Inc. | +0.1% | -2.75% | Trim |
| 35 | AAPL | Apple Inc | +0.1% | +1.71% | Add |
| 36 | IHRT | Iheartmedia Inc - Class A | +0.1% | -0.82% | Trim |
| 37 | URI | United Rentals Inc | +0.1% | -1.93% | Trim |
| 38 | JPM | Jpmorgan Chase & Co | +0.1% | -2.53% | Trim |
| 39 | C | Citigroup Inc | +0.1% | -7.90% | Trim |
| 40 | VRSK | Verisk Analytics Inc | +0.1% | +26.84% | Add |
| 41 | SJM | Jm Smucker Co/the | +0.1% | +1.96% | Add |
| 42 | CSCO | Cisco Systems Inc | +0.1% | -6.37% | Trim |
| 43 | TECK | Teck Resources Ltd-cls B | 0% | -3.25% | Trim |
| 44 | EL | Estee Lauder Companies-cl A | 0% | +3.88% | Add |
| 45 | HNI | Hni CORP | 0% | +45.27% | Add |
| 46 | MU | Micron Technology Inc | 0% | +125.28% | Add |
| 47 | VMC | Vulcan Materials Co | 0% | +2.42% | Add |
| 48 | SWK | Stanley Black & Decker Inc | 0% | +6.46% | Add |
| 49 | GRAL | Grail Inc | 0% | +0.51% | Add |
| 50 | MLKN | Millerknoll Inc | 0% | -4.09% | Trim |
According to official SEC Form 13F filings, Douglas Lane & Associates, LLC reported a total U.S. public equity portfolio value of $7.5B across 257 disclosed positions in Q2 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 14.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $15.9M
Top Position Liquidated / Trimmed
HON
前期市值: $18.8M
During Q2 2026, Douglas Lane & Associates, LLC's top holdings by market value included NVDA (4.1%)、GOOG (3.7%)、JPM (2.6%). The largest single position, NVDA, represented 4.1% of total portfolio value.
In Q2 2026, Douglas Lane & Associates, LLC made 197 total portfolio adjustments, initiating 16 new buys, adding to 65 positions, trimming 110 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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