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
$5.11B
$16.5 Million 0.25% of portfolio
2,177,415
Q2 2025 Reduced 14.48%
$3.44B
$17 Million 0.25% of portfolio
1,461,514
Q2 2025 Reduced 14.16%
$146B
$16.3 Million 0.24% of portfolio
70,043
Q2 2025 Reduced 20.98%
$1.49B
$16 Million 0.24% of portfolio
1,538,733
Q2 2025 Reduced 36.73%
$27.4B
$15.9 Million 0.24% of portfolio
97,439
Q2 2025 Reduced 30.21%
$19.7B
$15.5 Million 0.23% of portfolio
135,805
Q2 2025 Added 3.16%
$40.5B
$14.8 Million 0.22% of portfolio
60,735
Q2 2025 Reduced 2.79%
$16.5B
$11.4 Million 0.17% of portfolio
124,425
Q2 2025 Added 0.75%
$63.6B
$10.5 Million 0.16% of portfolio
13,945
Q2 2025 Reduced 4.14%
$293B
$9.99 Million 0.15% of portfolio
143,968
Q2 2025 Reduced 4.31%
$405B
$9.77 Million 0.15% of portfolio
26,648
Q2 2025 Reduced 1.0%
$42.2B
$10.3 Million 0.15% of portfolio
116,551
Q2 2025 Added 5.63%
$21.3B
$9.26 Million 0.14% of portfolio
179,538
Q2 2025 Reduced 22.43%
$78.8B
$9.59 Million 0.14% of portfolio
35,583
Q2 2025 Reduced 4.15%
$150B
$8.37 Million 0.12% of portfolio
28,000
Q2 2025 Reduced 3.13%
$247M
$7.66 Million 0.11% of portfolio
4,353,320
Q2 2025 Reduced 5.45%
$759M
$6.67 Million 0.1% of portfolio
581,608
Q2 2025 Reduced 0.9%
$6.66B
$5.95 Million 0.09% of portfolio
325,457
Q2 2025 Reduced 28.75%
$112B
$5.67 Million 0.08% of portfolio
19,556
Q2 2025 Reduced 3.48%
$9.6B
$5.05 Million 0.08% of portfolio
90,222
Q2 2025 Reduced 10.14%
$80B
$5.36 Million 0.08% of portfolio
21,683
Q2 2025 Reduced 12.9%
$439B
$4.44 Million 0.07% of portfolio
4,486
Q2 2025 Reduced 11.85%
$1.58B
$4.36 Million 0.07% of portfolio
224,286
Q2 2025 Reduced 10.0%
$152B
$3.74 Million 0.06% of portfolio
13,383
Q2 2025 Reduced 1.88%
$51.4B
$4.21 Million 0.06% of portfolio
31,332
Q2 2025 Added 0.98%
$10.6B
$4.16 Million 0.06% of portfolio
61,461
Q2 2025 Added 4.74%
$2.3B
$3.06 Million 0.05% of portfolio
315,952
Q2 2025 Added 18.98%
$70.6B
$3.15 Million 0.05% of portfolio
29,962
Q2 2025 Reduced 24.59%
$18.1B
$2.66 Million 0.04% of portfolio
6,586
Q2 2025 Reduced 11.95%
$203B
$2.66 Million 0.04% of portfolio
91,907
Q2 2025 Reduced 10.84%
$368B
$2.96 Million 0.04% of portfolio
18,596
Q2 2025 Reduced 6.34%
$229B
$2.09 Million 0.03% of portfolio
15,343
Q2 2025 Added 0.22%
$281B
$2.19 Million 0.03% of portfolio
22,414
Q2 2025 Reduced 8.17%
$608B
$2.33 Million 0.03% of portfolio
2,985
Q1 2025 Added 5.74%
$70.9B
$1.72 Million 0.03% of portfolio
18,974
Q2 2025 Reduced 5.2%
$60B
$1.81 Million 0.03% of portfolio
7,978
Q2 2025 Added 2.22%
$351B
$1.92 Million 0.03% of portfolio
10,335
Q2 2025 Added 0.28%
$138B
$1.07 Million 0.02% of portfolio
44,340
Q2 2025 Added 2.04%
$124B
$1.29 Million 0.02% of portfolio
4,180
Q2 2025 Reduced 16.82%
$84.1B
$1.2 Million 0.02% of portfolio
17,832
Q2 2025 Reduced 0.17%
$78.6B
$1.07 Million 0.02% of portfolio
8,025
Q2 2025 Reduced 6.66%
$40.8B
$1.37 Million 0.02% of portfolio
4,395
Q2 2025 Reduced 5.44%
$32.6B
$1.5 Million 0.02% of portfolio
22,430
Q2 2025 Reduced 20.83%
$10.2B
$1.46 Million 0.02% of portfolio
12,033
Q2 2025 Reduced 4.75%
$218B
$1.44 Million 0.02% of portfolio
3,710
Q2 2025 Reduced 5.16%
$324B
$1.67 Million 0.02% of portfolio
14,745
Q2 2025 Reduced 46.66%
$101B
$1.48 Million 0.02% of portfolio
6,777
Q2 2025 Reduced 0.43%
$108B
$1.06 Million 0.02% of portfolio
11,607
Q2 2025 Reduced 1.43%
$157B
$1.26 Million 0.02% of portfolio
3,246
Q2 2025 Reduced 1.93%

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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