Douglas Lane & Associates, LLC Portfolio Holdings

Douglas Lane & Associates, LLC

  • $6.59 Billion
  • Q1 2025

Douglas Lane & Associates, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.59 Billion distributed in 236 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $211M, Jpmorgan Chase & CO with a value of $183M, Qualcomm Inc with a value of $167M, Microsoft Corp with a value of $147M, and Alphabet Inc. with a value of $143M.

Examining the 13F form we can see an decrease of $314M in the current position value, from $6.9B to 6.59B.

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

Portfolio value $6.59 Billion
Financial Services: $1.24 Billion
Technology: $1.07 Billion
Industrials: $868 Million
Healthcare: $827 Million
Consumer Defensive: $540 Million
Communication Services: $500 Million
Basic Materials: $435 Million
Real Estate: $341 Million
Other: $700 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$106B
$50.8 Million 0.77% of portfolio
2,838,549
Q1 2025 Reduced 1.93%
$238B
$49.7 Million 0.75% of portfolio
199,909
Q1 2025 Reduced 4.22%
$2.1T
$48.8 Million 0.74% of portfolio
256,649
Q1 2025 Added 2.96%
$19.3B
$47.9 Million 0.73% of portfolio
423,303
Q1 2025 Added 5.24%
$83.5B
$47.6 Million 0.72% of portfolio
702,663
Q1 2025 Added 1.82%
$86.9B
$46.8 Million 0.71% of portfolio
109,461
Q1 2025 Reduced 1.42%
$6.86B
$46.3 Million 0.7% of portfolio
3,730,706
Q1 2025 Added 5.35%
$195B
$45.9 Million 0.7% of portfolio
511,415
Q1 2025 Reduced 1.57%
$282B
$44.9 Million 0.68% of portfolio
85,729
Q1 2025 Added 1.21%
$30.8B
$44.1 Million 0.67% of portfolio
556,751
Q1 2025 Added 45.22%
$4.98B
$42.8 Million 0.65% of portfolio
1,401,884
Q1 2025 Added 0.95%
$148B
$41.6 Million 0.63% of portfolio
586,695
Q1 2025 Reduced 2.18%
$3.27T
$41.6 Million 0.63% of portfolio
187,175
Q1 2025 Added 1.63%
$6.38B
$40.9 Million 0.62% of portfolio
3,895,190
Q1 2025 Added 5.56%
$264B
$39.9 Million 0.61% of portfolio
148,633
Q1 2025 Added 4.13%
$41.4B
$39.9 Million 0.61% of portfolio
514,554
Q1 2025 Reduced 0.2%
$53B
$38.9 Million 0.59% of portfolio
234,174
Q1 2025 Reduced 2.66%
$242B
$37.4 Million 0.57% of portfolio
514,477
Q1 2025 Reduced 16.79%
$7.21B
$37.3 Million 0.57% of portfolio
151,651
Q1 2025 Added 2.85%
$993B
$36 Million 0.55% of portfolio
233,185
Q1 2025 Reduced 2.45%
$182B
$35.3 Million 0.54% of portfolio
235,349
Q1 2025 Added 6.53%
$12B
$35.8 Million 0.54% of portfolio
302,350
Q1 2025 Added 11.45%
$19.3B
$35.8 Million 0.54% of portfolio
983,415
Q1 2025 Added 3.45%
$16B
$34.7 Million 0.53% of portfolio
526,008
Q1 2025 Added 3.26%
$202B
$34.8 Million 0.53% of portfolio
262,719
Q1 2025 Reduced 33.33%
$35.2B
$34.8 Million 0.53% of portfolio
149,137
Q1 2025 Added 7.46%
$13.2B
$34 Million 0.52% of portfolio
316,165
Q1 2025 Reduced 9.79%
$38.8B
$33.3 Million 0.51% of portfolio
298,413
Q1 2025 Reduced 21.18%
$5.94B
$31.9 Million 0.48% of portfolio
1,146,929
Q1 2025 Added 14.96%
$69.7B
$31.6 Million 0.48% of portfolio
671,169
Q1 2025 Reduced 15.74%
$9.01B
$30.1 Million 0.46% of portfolio
959,796
Q1 2025 Reduced 3.95%
$26.5B
$30.4 Million 0.46% of portfolio
439,623
Q1 2025 Reduced 5.53%
$79.7B
$28.4 Million 0.43% of portfolio
172,552
Q1 2025 Added 77.17%
$49.7B
$28.6 Million 0.43% of portfolio
146,625
Q1 2025 Added 13.44%
$13B
$27.9 Million 0.42% of portfolio
1,331,699
Q1 2025 Reduced 3.99%
$31.4B
$27.9 Million 0.42% of portfolio
231,471
Q1 2025 Added 12.99%
$53.1B
$26.7 Million 0.4% of portfolio
108,484
Q1 2025 Reduced 6.3%
$971M
$26.7 Million 0.4% of portfolio
2,431,842
Q1 2025 Reduced 19.86%
$28.5B
$25.6 Million 0.39% of portfolio
139,622
Q1 2025 Reduced 12.01%
$10.9B
$24.8 Million 0.38% of portfolio
873,517
Q1 2025 Added 12.89%
$12.9B
$23 Million 0.35% of portfolio
290,053
Q1 2025 Reduced 1.61%
$163B
$21.7 Million 0.33% of portfolio
297,188
Q1 2025 Reduced 6.7%
$216B
$20.9 Million 0.32% of portfolio
34,058
Q1 2025 Added 38.08%
$6.37B
$20.9 Million 0.32% of portfolio
432,685
Q1 2025 Reduced 25.94%
$40.2B
$20.9 Million 0.32% of portfolio
2,082,934
Q1 2025 Reduced 0.62%
$3.11B
$21.4 Million 0.32% of portfolio
1,702,522
Q1 2025 Reduced 2.7%
$3.9B
$20.9 Million 0.32% of portfolio
2,546,195
Q1 2025 Added 11.93%
$195B
$18.9 Million 0.29% of portfolio
38,198
Q1 2025 Added 0.72%
$4.89B
$19.1 Million 0.29% of portfolio
489,436
Q1 2025 Added 1.85%

Summary

  • Portfolio
  • No. of Stocks 236
  • Current Value $6.59 Billion
  • Prior Value $6.9 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 135 stocks
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