Douglas Lane & Associates, LLC Portfolio Holdings

Douglas Lane & Associates, LLC

  • $6.7 Billion
  • Q2 2025

Douglas Lane & Associates, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.7 Billion distributed in 238 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $283M, Jpmorgan Chase & CO with a value of $203M, Microsoft Corp with a value of $180M, Qualcomm Inc with a value of $163M, and Alphabet Inc. with a value of $157M.

Examining the 13F form we can see an increase of $107M in the current position value, from $6.59B to 6.7B.

Below you can find more details about Douglas Lane & Associates, LLC portfolio as well as his latest detailed transactions.

Portfolio value $6.7 Billion
Financial Services: $1.25 Billion
Technology: $1.24 Billion
Industrials: $893 Million
Healthcare: $752 Million
Communication Services: $521 Million
Consumer Defensive: $520 Million
Basic Materials: $453 Million
Real Estate: $334 Million
Other: $670 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$406B
$283 Million 4.23% of portfolio
1,791,147
Q2 2025 Reduced 7.86%
$831B
$203 Million 3.03% of portfolio
701,037
Q2 2025 Reduced 6.13%
$3.75T
$180 Million 2.69% of portfolio
362,141
Q2 2025 Reduced 7.36%
$179B
$163 Million 2.44% of portfolio
1,025,486
Q2 2025 Reduced 5.9%
$1.08T
$157 Million 2.35% of portfolio
885,528
Q2 2025 Reduced 3.21%
$237B
$135 Million 2.02% of portfolio
424,572
Q2 2025 Reduced 10.88%
$274B
$131 Million 1.96% of portfolio
509,850
Q2 2025 Reduced 10.85%
$585B
$131 Million 1.95% of portfolio
368,467
Q2 2025 Reduced 7.19%
$240B
$126 Million 1.89% of portfolio
896,454
Q2 2025 Reduced 5.66%
$27.4B
$124 Million 1.86% of portfolio
690,585
Q2 2025 Reduced 7.07%
$82.8B
$117 Million 1.75% of portfolio
77,171
Q2 2025 Reduced 6.6%
$636B
$117 Million 1.74% of portfolio
533,849
Q2 2025 Reduced 3.51%
$13.1B
$107 Million 1.6% of portfolio
541,376
Q2 2025 Reduced 6.43%
$539B
$107 Million 1.6% of portfolio
191,105
Q2 2025 Reduced 7.79%
$113B
$96.9 Million 1.45% of portfolio
647,748
Q2 2025 Reduced 8.0%
$32.5B
$96.7 Million 1.44% of portfolio
1,966,588
Q2 2025 Reduced 5.25%
$103B
$91.5 Million 1.37% of portfolio
413,913
Q2 2025 Reduced 5.75%
$275B
$87.4 Million 1.31% of portfolio
880,159
Q2 2025 Reduced 10.49%
$135B
$85.1 Million 1.27% of portfolio
406,297
Q2 2025 Reduced 6.53%
$47.3B
$84.8 Million 1.27% of portfolio
8,177,824
Q2 2025 Reduced 5.01%
$376B
$83.6 Million 1.25% of portfolio
1,766,782
Q2 2025 Reduced 16.54%
$165B
$80.9 Million 1.21% of portfolio
199,531
Q2 2025 Added 6.59%
$1.62T
$80.5 Million 1.2% of portfolio
109,133
Q2 2025 Reduced 0.48%
$2.27T
$80.6 Million 1.2% of portfolio
367,530
Q2 2025 Added 43.2%
$157B
$75.8 Million 1.13% of portfolio
2,124,957
Q2 2025 Reduced 4.43%
$69.6B
$74.4 Million 1.11% of portfolio
93,525
Q2 2025 Reduced 4.15%
$220B
$73.9 Million 1.1% of portfolio
595,670
Q2 2025 Reduced 6.33%
$65.3B
$73.2 Million 1.09% of portfolio
259,582
Q2 2025 Added 4.36%
$101B
$72.4 Million 1.08% of portfolio
1,564,395
Q2 2025 Reduced 6.11%
$300B
$71 Million 1.06% of portfolio
1,003,540
Q2 2025 Reduced 3.03%
$35.4B
$69.3 Million 1.03% of portfolio
832,925
Q2 2025 Reduced 7.18%
$300B
$68.9 Million 1.03% of portfolio
481,218
Q2 2025 Reduced 2.67%
$146B
$69 Million 1.03% of portfolio
349,127
Q2 2025 Reduced 0.54%
$136B
$66.7 Million 1.0% of portfolio
970,173
Q2 2025 Reduced 5.89%
$65.2B
$66.7 Million 1.0% of portfolio
1,538,013
Q2 2025 Reduced 3.78%
$59.2B
$66.2 Million 0.99% of portfolio
116,723
Q2 2025 Reduced 2.78%
$70.3B
$63.7 Million 0.95% of portfolio
1,407,019
Q2 2025 Reduced 3.07%
$48.3B
$61 Million 0.91% of portfolio
254,359
Q2 2025 Reduced 0.4%
$0
$59 Million 0.88% of portfolio
3,739,778
Q2 2025 Added 4.14%
$71.4B
$57.9 Million 0.87% of portfolio
484,360
Q2 2025 Reduced 4.91%
$64.8B
$57.9 Million 0.87% of portfolio
141,734
Q2 2025 Reduced 30.68%
$10.2B
$58.3 Million 0.87% of portfolio
3,075,049
Q2 2025 Added 10.1%
$7.37B
$55.3 Million 0.83% of portfolio
1,066,841
Q2 2025 Reduced 0.01%
$271B
$55 Million 0.82% of portfolio
201,589
Q2 2025 Added 35.63%
$23.8B
$54.9 Million 0.82% of portfolio
330,981
Q2 2025 Reduced 1.4%
$19.5B
$55 Million 0.82% of portfolio
747,793
Q2 2025 Reduced 6.49%
$260B
$53.9 Million 0.81% of portfolio
182,892
Q2 2025 Reduced 8.51%
$86.5B
$53.9 Million 0.8% of portfolio
724,668
Q2 2025 Reduced 7.33%
$140B
$52.9 Million 0.79% of portfolio
238,317
Q2 2025 Reduced 7.26%

Summary

  • Portfolio
  • No. of Stocks 238
  • Current Value $6.7 Billion
  • Prior Value $6.59 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
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