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
$249B
$18.9 Million 0.29% of portfolio
169,475
Q1 2025 Added 7.28%
$152B
$18.8 Million 0.28% of portfolio
88,639
Q1 2025 Reduced 14.52%
$24.1B
$18.2 Million 0.28% of portfolio
1,757,289
Q1 2025 Added 1.76%
$80.8B
$17.4 Million 0.26% of portfolio
119,233
Q1 2025 Reduced 0.8%
$34B
$17.3 Million 0.26% of portfolio
36,119
Q1 2025 Added 4.89%
$18.3B
$15.8 Million 0.24% of portfolio
131,639
Q1 2025 Added 1.26%
$37.7B
$15.1 Million 0.23% of portfolio
62,475
Q1 2025 Reduced 5.09%
$21.4B
$13.6 Million 0.21% of portfolio
231,464
Q1 2025 Reduced 52.07%
$41.9B
$10.5 Million 0.16% of portfolio
110,342
Q1 2025 Added 2.07%
$18.4B
$9.65 Million 0.15% of portfolio
123,501
Q1 2025 Added 0.26%
$382B
$9.86 Million 0.15% of portfolio
26,916
Q1 2025 Reduced 3.83%
$5.97B
$9.56 Million 0.14% of portfolio
456,768
Q1 2025 Reduced 2.8%
$264B
$9.28 Million 0.14% of portfolio
150,453
Q1 2025 Reduced 9.74%
$48.7B
$9.12 Million 0.14% of portfolio
14,547
Q1 2025 Added 0.14%
$197B
$9.02 Million 0.14% of portfolio
28,906
Q1 2025 Reduced 4.84%
$75.6B
$9.41 Million 0.14% of portfolio
37,122
Q1 2025 Reduced 2.16%
$164M
$7.55 Million 0.11% of portfolio
4,604,308
Q1 2025 Reduced 0.72%
$123B
$6.12 Million 0.09% of portfolio
20,262
Q1 2025 Reduced 1.33%
$75.3B
$6.17 Million 0.09% of portfolio
24,893
Q1 2025 Reduced 8.72%
$681M
$5.94 Million 0.09% of portfolio
586,893
Q1 2025 Reduced 2.41%
$9.51B
$4.51 Million 0.07% of portfolio
58,680
Q1 2025 Reduced 0.36%
$1.29B
$4.92 Million 0.07% of portfolio
249,208
Q1 2025 Added 14.93%
$9.27B
$4.92 Million 0.07% of portfolio
100,405
Q1 2025 Reduced 5.03%
$467B
$4.81 Million 0.07% of portfolio
5,089
Q1 2025 Added 3.65%
$304B
$3.66 Million 0.06% of portfolio
27,644
Q1 2025 Reduced 67.2%
$2.4B
$3.95 Million 0.06% of portfolio
265,559
Q1 2025 Reduced 1.95%
$155B
$4.25 Million 0.06% of portfolio
13,639
Q1 2025 Reduced 5.14%
$50.5B
$4.1 Million 0.06% of portfolio
31,028
Q1 2025 Added 1.64%
$395B
$3.38 Million 0.05% of portfolio
19,854
Q1 2025 Reduced 1.51%
$34.2B
$3.14 Million 0.05% of portfolio
7,480
Q1 2025 Reduced 3.21%
$199B
$2.92 Million 0.04% of portfolio
103,079
Q1 2025 Reduced 62.71%
$713B
$2.47 Million 0.04% of portfolio
2,985
Q1 2025 Added 5.74%
$49.1B
$2.32 Million 0.04% of portfolio
39,734
Q1 2025 Reduced 3.5%
$57.2B
$1.9 Million 0.03% of portfolio
7,805
Q1 2025 Reduced 3.81%
$75.6B
$1.88 Million 0.03% of portfolio
20,015
Q1 2025 Reduced 1.32%
$116B
$1.66 Million 0.03% of portfolio
6,806
Q1 2025 Reduced 2.84%
$271B
$2.14 Million 0.03% of portfolio
24,407
Q1 2025 Added 3.37%
$331B
$2.16 Million 0.03% of portfolio
10,306
Q1 2025 Reduced 3.18%
$234B
$2.03 Million 0.03% of portfolio
15,309
Q1 2025 Reduced 1.02%
$136B
$1.54 Million 0.02% of portfolio
5,025
Q1 2025 Reduced 12.99%
$184B
$1.29 Million 0.02% of portfolio
3,912
Q1 2025 Reduced 16.71%
$91.9B
$1.21 Million 0.02% of portfolio
17,862
Q1 2025 Added 26.41%
$99.4B
$1.15 Million 0.02% of portfolio
11,775
Q1 2025 Reduced 10.6%
$131B
$1.1 Million 0.02% of portfolio
43,453
Q1 2025 Added 21.54%
$29.2B
$1.49 Million 0.02% of portfolio
5,859
Q1 2025 Reduced 16.28%
$49.8B
$1.38 Million 0.02% of portfolio
4,648
Q1 2025 Reduced 2.5%
$192B
$1.27 Million 0.02% of portfolio
3,310
Q1 2025 Added 1.78%
$10.6B
$1.44 Million 0.02% of portfolio
12,633
Q1 2025 Reduced 0.39%
$26.6B
$1.5 Million 0.02% of portfolio
28,330
Q1 2025 Reduced 13.32%

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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