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 ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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