Douglas Lane & Associates, LLC Portfolio Holdings
Douglas Lane & Associates, LLC
- $6.9 Billion
- Q3 2025
Douglas Lane & Associates, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $6.9 Billion distributed in 240 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $312M, Alphabet Inc. with a value of $212M, Jpmorgan Chase & CO with a value of $204M, Microsoft Corp with a value of $185M, and Qualcomm Inc with a value of $167M.
Examining the 13F form we can see an increase of $202M in the current position value, from $6.7B to 6.9B.
Below you can find more details about Douglas Lane & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$6.9 Billion
Technology: $1.27 Billion
Financial Services: $1.23 Billion
Industrials: $893 Million
Healthcare: $849 Million
Communication Services: $555 Million
Consumer Defensive: $534 Million
Basic Materials: $486 Million
Consumer Cyclical: $371 Million
Other: $649 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 240
- Current Value $6.9 Billion
- Prior Value $6.7 Billion
- Filing
- Period Q3 2025
- Filing Date October 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 10 stocks
- Additional Purchases 74 stocks
- Sold out of 0 stocks
- Reduced holdings in 146 stocks