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
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 4.09% | 1,504,940 | -37,560 | -2.44% | $301,123,453 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 3.68% | 767,460 | -23,225 | -2.94% | $271,166,723 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.58% | 581,483 | -15,078 | -2.53% | $190,336,719 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.29% | 663,667 | -9,036 | -1.34% | $168,551,509 |
| QUALCOMM INC | QCOM | Technology | 2.11% | 840,758 | -136,061 | -13.93% | $155,363,621 |
| MORGAN STANLEY NEW | MS | Financial Services | 2.07% | 731,365 | -50,214 | -6.42% | $152,884,564 |
| DELTA AIR LINES INC NEW | DAL | Industrials | 1.95% | 1,536,719 | -87,364 | -5.38% | $143,929,066 |
| GE AEROSPACE NEW | GE | Industrials | 1.76% | 347,003 | -41,700 | -10.73% | $129,685,324 |
| MICROSOFT CORP | MSFT | Technology | 1.73% | 342,350 | -2,575 | -0.75% | $127,703,228 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 1.72% | 531,483 | +11,616 | +2.23% | $126,673,750 |
| VISA INC CL A | V | Financial Services | 1.60% | 343,701 | -3,884 | -1.12% | $117,920,479 |
| EQUINIX INC | EQIX | Real Estate | 1.54% | 109,050 | -2,025 | -1.82% | $113,672,124 |
| REINSURANCE GROUP AMERICA INC | RGA | Financial Services | 1.52% | 526,816 | -18,817 | -3.45% | $112,027,416 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.51% | 221,679 | +3,382 | +1.55% | $111,141,178 |
| TRANSDIGM GROUP INC | TDG | Industrials | 1.50% | 83,069 | +926 | +1.13% | $110,651,752 |
| NESTLE S A SPON ADR | NSRGY | Consumer Defensive | 1.40% | 1,004,276 | -86 | -0.01% | $103,129,102 |
| AIR PRODUCTS & CHEMICALS INC | APD | Basic Materials | 1.38% | 345,914 | +61 | +0.02% | $101,415,181 |
| MODERNA INC | MRNA | Healthcare | 1.28% | 1,343,479 | +31,999 | +2.44% | $94,083,834 |
| FREEPORT-MCMORAN INC CL B | FCX | Basic Materials | 1.27% | 1,489,078 | -36,175 | -2.37% | $93,648,121 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.27% | 276,536 | -11,104 | -3.86% | $93,538,470 |
| BOEING CO | BA | Industrials | 1.25% | 426,171 | +16,314 | +3.98% | $92,253,246 |
| MASTERCARD INC CL A | MA | Financial Services | 1.22% | 175,065 | -50 | -0.03% | $89,913,390 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 1.22% | 1,556,184 | -18,318 | -1.16% | $89,667,305 |
| DANAHER CORP | DHR | Healthcare | 1.19% | 459,416 | +20,336 | +4.63% | $87,509,530 |
| US BANCORP DEL NEW | USB | Financial Services | 1.17% | 1,431,511 | -7,238 | -0.50% | $86,463,242 |
| CHEVRON CORP NEW | CVX | Energy | 1.06% | 470,755 | -13,982 | -2.88% | $78,032,332 |
| COCA COLA CO | KO | Consumer Defensive | 1.05% | 948,409 | -20,426 | -2.11% | $77,077,179 |
| RBC BEARINGS INC | RBC | Industrials | 1.04% | 118,803 | -17,106 | -12.59% | $76,516,261 |
| HERSHEY CO | HSY | Consumer Defensive | 1.03% | 431,754 | +35,447 | +8.94% | $75,751,308 |
| LAMB WESTON HOLDINGS INC | LW | Consumer Defensive | 0.99% | 1,682,355 | +251,726 | +17.60% | $72,644,105 |
Showing 30 of 242 holdings in the latest reporting period.