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
$81.5B
$52.8 Million 0.79% of portfolio
107,626
Q2 2025 Reduced 1.68%
$92.4B
$52.6 Million 0.78% of portfolio
2,791,128
Q2 2025 Reduced 1.67%
$8.26B
$50.2 Million 0.75% of portfolio
3,512,675
Q2 2025 Reduced 9.82%
$442B
$50.3 Million 0.75% of portfolio
466,278
Q2 2025 Reduced 0.09%
$58.4B
$49.7 Million 0.74% of portfolio
1,155,164
Q2 2025 Reduced 8.11%
$46.7B
$49.7 Million 0.74% of portfolio
1,470,176
Q2 2025 Added 0.42%
$185B
$48.1 Million 0.72% of portfolio
564,770
Q2 2025 Reduced 3.74%
$36B
$47 Million 0.7% of portfolio
584,311
Q2 2025 Added 4.95%
$43.5B
$44.1 Million 0.66% of portfolio
491,100
Q2 2025 Reduced 4.56%
$63.5B
$42.3 Million 0.63% of portfolio
419,290
Q2 2025 Added 11.73%
$17B
$41.9 Million 0.63% of portfolio
1,037,976
Q2 2025 Added 5.55%
$21.2B
$40.7 Million 0.61% of portfolio
504,284
Q2 2025 Reduced 4.13%
$86B
$40.9 Million 0.61% of portfolio
592,385
Q2 2025 Reduced 15.69%
$38.8B
$40.5 Million 0.61% of portfolio
155,363
Q2 2025 Added 4.17%
$203B
$41.2 Million 0.61% of portfolio
519,901
Q2 2025 Added 1.66%
$8.62B
$39.9 Million 0.6% of portfolio
3,788,487
Q2 2025 Added 1.55%
$5.65B
$38.6 Million 0.58% of portfolio
1,309,565
Q2 2025 Reduced 6.59%
$14.5B
$37.4 Million 0.56% of portfolio
295,777
Q2 2025 Reduced 6.45%
$21.4B
$36.7 Million 0.55% of portfolio
402,349
Q2 2025 Reduced 4.95%
$6.71B
$36.6 Million 0.55% of portfolio
871,862
Q2 2025 Reduced 9.16%
$7.21B
$35.9 Million 0.54% of portfolio
145,997
Q2 2025 Reduced 3.73%
$70.1B
$35.4 Million 0.53% of portfolio
226,847
Q2 2025 Added 31.47%
$201B
$35.3 Million 0.53% of portfolio
44,880
Q2 2025 Added 31.78%
$1.21T
$35.3 Million 0.53% of portfolio
200,204
Q2 2025 Reduced 14.14%
$3.69T
$35.6 Million 0.53% of portfolio
173,746
Q2 2025 Reduced 7.17%
$5.28B
$34.8 Million 0.52% of portfolio
1,270,549
Q2 2025 Added 10.78%
$32.2B
$34.5 Million 0.52% of portfolio
433,640
Q2 2025 Reduced 1.36%
$55.4B
$34 Million 0.51% of portfolio
211,196
Q2 2025 Reduced 9.81%
$229B
$34 Million 0.51% of portfolio
232,777
Q2 2025 Reduced 11.4%
$36.3B
$32 Million 0.48% of portfolio
246,846
Q2 2025 Added 6.64%
$76.9B
$31.6 Million 0.47% of portfolio
642,951
Q2 2025 Reduced 4.2%
$11.9B
$30.3 Million 0.45% of portfolio
308,401
Q2 2025 Added 2.0%
$258B
$29.4 Million 0.44% of portfolio
418,159
Q2 2025 Reduced 18.72%
$48.2B
$28.9 Million 0.43% of portfolio
154,832
Q2 2025 Added 5.6%
$15.3B
$27.5 Million 0.41% of portfolio
288,695
Q2 2025 Reduced 0.47%
$13.1B
$26.7 Million 0.4% of portfolio
1,268,382
Q2 2025 Reduced 4.75%
$53.1B
$25.5 Million 0.38% of portfolio
103,811
Q2 2025 Reduced 4.31%
$182B
$25.1 Million 0.38% of portfolio
269,228
Q2 2025 Reduced 9.41%
$10B
$25.7 Million 0.38% of portfolio
930,165
Q2 2025 Added 6.49%
$39.1B
$24.2 Million 0.36% of portfolio
225,249
Q2 2025 Reduced 24.52%
$245B
$24.1 Million 0.36% of portfolio
77,271
Q2 2025 Reduced 9.87%
$6.08B
$23.4 Million 0.35% of portfolio
480,301
Q2 2025 Reduced 1.87%
$38.4B
$22.8 Million 0.34% of portfolio
41,558
Q2 2025 Added 15.06%
$44.4B
$22.4 Million 0.33% of portfolio
2,067,188
Q2 2025 Reduced 0.76%
$169B
$20.5 Million 0.31% of portfolio
37,703
Q2 2025 Reduced 1.3%
$79.3B
$19.8 Million 0.3% of portfolio
118,944
Q2 2025 Reduced 0.24%
$29.2B
$20.4 Million 0.3% of portfolio
1,778,592
Q2 2025 Added 1.21%
$257B
$20 Million 0.3% of portfolio
165,271
Q2 2025 Reduced 2.48%
$6.44B
$17.6 Million 0.26% of portfolio
300,562
Q2 2025 Reduced 30.54%

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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