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 Market Cap. of $200 Billions or more

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
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