Douglas Lane & Associates, Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 14, 2026, Douglas Lane & Associates, Llc disclosed 242 stock positions valued at approximately $7.37B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORP, ALPHABET INC CAP STK CL C, and JPMORGAN CHASE & CO.

Report Period
June 30, 2026
No. of Stocks
242
Portfolio Value
$7.37B
Holdings by Sector
Douglas Lane & Associates, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPNVDATechnology4.09%1,504,940-37,560-2.44%$301,123,453
ALPHABET INC CAP STK CL CGOOGCommunication Services3.68%767,460-23,225-2.94%$271,166,723
JPMORGAN CHASE & COJPMFinancial Services2.58%581,483-15,078-2.53%$190,336,719
JOHNSON & JOHNSONJNJHealthcare2.29%663,667-9,036-1.34%$168,551,509
QUALCOMM INCQCOMTechnology2.11%840,758-136,061-13.93%$155,363,621
MORGAN STANLEY NEWMSFinancial Services2.07%731,365-50,214-6.42%$152,884,564
DELTA AIR LINES INC NEWDALIndustrials1.95%1,536,719-87,364-5.38%$143,929,066
GE AEROSPACE NEWGEIndustrials1.76%347,003-41,700-10.73%$129,685,324
MICROSOFT CORPMSFTTechnology1.73%342,350-2,575-0.75%$127,703,228
AMAZON.COM INCAMZNConsumer Cyclical1.72%531,483+11,616+2.23%$126,673,750
VISA INC CL AVFinancial Services1.60%343,701-3,884-1.12%$117,920,479
EQUINIX INCEQIXReal Estate1.54%109,050-2,025-1.82%$113,672,124
REINSURANCE GROUP AMERICA INC RGAFinancial Services1.52%526,816-18,817-3.45%$112,027,416
THERMO FISHER SCIENTIFIC INCTMOHealthcare1.51%221,679+3,382+1.55%$111,141,178
TRANSDIGM GROUP INCTDGIndustrials1.50%83,069+926+1.13%$110,651,752
NESTLE S A SPON ADRNSRGYConsumer Defensive1.40%1,004,276-86-0.01%$103,129,102
AIR PRODUCTS & CHEMICALS INCAPDBasic Materials1.38%345,914+61+0.02%$101,415,181
MODERNA INCMRNAHealthcare1.28%1,343,479+31,999+2.44%$94,083,834
FREEPORT-MCMORAN INC CL BFCXBasic Materials1.27%1,489,078-36,175-2.37%$93,648,121
AMERICAN EXPRESS COAXPFinancial Services1.27%276,536-11,104-3.86%$93,538,470
BOEING COBAIndustrials1.25%426,171+16,314+3.98%$92,253,246
MASTERCARD INC CL AMAFinancial Services1.22%175,065-50-0.03%$89,913,390
BRISTOL-MYERS SQUIBB COBMYHealthcare1.22%1,556,184-18,318-1.16%$89,667,305
DANAHER CORPDHRHealthcare1.19%459,416+20,336+4.63%$87,509,530
US BANCORP DEL NEWUSBFinancial Services1.17%1,431,511-7,238-0.50%$86,463,242
CHEVRON CORP NEWCVXEnergy1.06%470,755-13,982-2.88%$78,032,332
COCA COLA COKOConsumer Defensive1.05%948,409-20,426-2.11%$77,077,179
RBC BEARINGS INCRBCIndustrials1.04%118,803-17,106-12.59%$76,516,261
HERSHEY COHSYConsumer Defensive1.03%431,754+35,447+8.94%$75,751,308
LAMB WESTON HOLDINGS INCLWConsumer Defensive0.99%1,682,355+251,726+17.60%$72,644,105
Showing 30 of 242 holdings in the latest reporting period.