13F holdings
Douglas Lane & Associates, LLC portfolio
Managed by . 241 reported positions worth $6.9B as of 2026-03-31, filed with the SEC on 2026-04-15. Parsed from the filing itself, not a reseller.
$6.9B
Book value
241
Positions
22%
Top 10 weight
+7
New this quarter
-6
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 15 days old on 2026-04-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (7)
Closed out (6)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| MARSH & MCLENNAN COS INC | MARSH & MCLENNAN COS INC | $1.1M | 6,010 | 0.00% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | $246,427 | 2,969 | 0.00% |
| MKC | MCCORMICK & CO INC | $220,063 | 3,231 | 0.00% |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP | $217,920 | 4,800 | 0.00% |
| UPS | UNITED PARCEL SERVICE INC CL B | $203,736 | 2,054 | 0.00% |
| OTIS | OTIS WORLDWIDE CORP | $201,604 | 2,308 | 0.00% |
Added to (63)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | $108.3M | 519,867 | 1.56% | +2% |
| APD | AIR PRODUCTS & CHEMICALS INC | $100.5M | 345,853 | 1.45% | +3% |
| NSRGY | NESTLE S A SPON ADR | $98.0M | 1,004,362 | 1.41% | +5% |
| HSY | HERSHEY CO | $82.4M | 396,307 | 1.19% | +2% |
| BA | BOEING CO | $81.6M | 409,857 | 1.18% | +1% |
| PEP | PEPSICO INC | $78.4M | 504,616 | 1.13% | +5% |
| AMT | AMERICAN TOWER CORP NEW | $75.5M | 437,647 | 1.09% | +1% |
| USB | US BANCORP DEL NEW | $74.8M | 1,438,749 | 1.08% | +2% |
| MRNA | MODERNA INC | $66.6M | 1,311,480 | 0.96% | +2% |
| LW | LAMB WESTON HOLDINGS INC | $60.5M | 1,430,629 | 0.87% | +18% |
| CMCSA | COMCAST CORP NEW CL A | $60.2M | 2,098,111 | 0.87% | +3% |
| CRM | SALESFORCE INC | $57.0M | 305,552 | 0.82% | +11% |
| ROP | ROPER TECHNOLOGIES INC | $56.7M | 160,103 | 0.82% | +11% |
| GDDY | GODADDY INC CL A | $56.3M | 681,211 | 0.81% | +1% |
| DIS | DISNEY WALT CO | $55.5M | 575,966 | 0.80% | +2% |
Trimmed (108)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| STRL | STERLING INFRASTRUCTURE INC | $244,362 | 600 | 0.00% | -62% |
| ED | CONSOLIDATED EDISON INC | $548,413 | 4,845 | 0.01% | -58% |
| AL | AIR LEASE CORP CL A | $1.6M | 24,991 | 0.02% | -48% |
| AMAT | APPLIED MATERIALS INC | $526,330 | 1,540 | 0.01% | -33% |
| PYPL | PAYPAL HOLDINGS INC | $17.5M | 387,515 | 0.25% | -32% |
| KLAC | KLA CORP | $275,031 | 187 | 0.00% | -29% |
| AA | ALCOA CORP | $62.3M | 939,453 | 0.90% | -26% |
| PRU | PRUDENTIAL FINANCIAL INC | $3.8M | 38,850 | 0.05% | -23% |
| NYT | NEW YORK TIMES CO CL A | $3.3M | 38,934 | 0.05% | -22% |
| F | FORD MOTOR CO | $3.5M | 303,318 | 0.05% | -21% |
| MU | MICRON TECHNOLOGY INC | $507,612 | 1,503 | 0.01% | -20% |
| LRCX | LAM RESEARCH CORP | $503,409 | 2,356 | 0.01% | -18% |
| CP | CANADIAN PACIFIC KANSAS CITY | $11.6M | 147,394 | 0.17% | -18% |
| GXO | GXO LOGISTICS INC | $17.3M | 333,626 | 0.25% | -16% |
| BABA | ALIBABA GROUP HOLDING LTD SPON | $793,577 | 6,325 | 0.01% | -16% |
The book
Largest 150 of 241 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $269.0M | 1,542,500 | 3.88% | — |
| GOOG | ALPHABET INC CAP STK CL C | $226.8M | 790,685 | 3.27% | — |
| JPM | JPMORGAN CHASE & CO | $175.5M | 596,561 | 2.53% | — |
| JNJ | JOHNSON & JOHNSON | $164.4M | 672,703 | 2.37% | — |
| MS | MORGAN STANLEY NEW | $128.6M | 781,579 | 1.85% | — |
| MSFT | MICROSOFT CORP | $127.7M | 344,925 | 1.84% | — |
| QCOM | QUALCOMM INC | $125.8M | 976,819 | 1.81% | — |
| RGA | REINSURANCE GROUP AMERICA INC | $111.4M | 545,633 | 1.61% | — |
| GE | GE AEROSPACE NEW | $110.3M | 388,703 | 1.59% | — |
| EQIX | EQUINIX INC | $108.9M | 111,075 | 1.57% | — |
| AMZN | AMAZON.COM INC | $108.3M | 519,867 | 1.56% | — |
| DAL | DELTA AIR LINES INC NEW | $108.0M | 1,624,083 | 1.56% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $107.3M | 218,297 | 1.55% | — |
| V | VISA INC CL A | $105.1M | 347,585 | 1.51% | — |
| APD | AIR PRODUCTS & CHEMICALS INC | $100.5M | 345,853 | 1.45% | — |
| CVX | CHEVRON CORP NEW | $100.3M | 484,737 | 1.45% | — |
| NSRGY | NESTLE S A SPON ADR | $98.0M | 1,004,362 | 1.41% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $95.5M | 1,574,502 | 1.38% | — |
| TDG | TRANSDIGM GROUP INC | $95.2M | 82,143 | 1.37% | — |
| FCX | FREEPORT-MCMORAN INC CL B | $89.7M | 1,525,253 | 1.29% | — |
| MA | MASTERCARD INC CL A | $87.5M | 175,115 | 1.26% | — |
| AXP | AMERICAN EXPRESS CO | $87.0M | 287,640 | 1.25% | — |
| DHR | DANAHER CORP | $83.2M | 439,080 | 1.20% | — |
| HSY | HERSHEY CO | $82.4M | 396,307 | 1.19% | — |
| BA | BOEING CO | $81.6M | 409,857 | 1.18% | — |
| PEP | PEPSICO INC | $78.4M | 504,616 | 1.13% | — |
| EXMOC | EXXON MOBIL CORP | $78.3M | 461,527 | 1.13% | — |
| AMT | AMERICAN TOWER CORP NEW | $75.5M | 437,647 | 1.09% | — |
| USB | US BANCORP DEL NEW | $74.8M | 1,438,749 | 1.08% | — |
| RBC | RBC BEARINGS INC | $73.8M | 135,909 | 1.06% | — |
| KO | COCA COLA CO | $73.7M | 968,835 | 1.06% | — |
| BX | BLACKSTONE INC | $69.6M | 605,632 | 1.00% | — |
| ELAN | ELANCO ANIMAL HEALTH INC | $68.1M | 2,847,152 | 0.98% | — |
| MRK | MERCK & CO INC | $67.6M | 561,892 | 0.97% | — |
| IR | INGERSOLL-RAND PLC SHS | $67.1M | 837,518 | 0.97% | — |
| HLN | HALEON PLC ADR | $67.0M | 6,693,783 | 0.97% | — |
| APTV | APTIV PLC | $67.0M | 964,285 | 0.97% | — |
| MRNA | MODERNA INC | $66.6M | 1,311,480 | 0.96% | — |
| EOG | EOG RESOURCES INC | $66.1M | 457,393 | 0.95% | — |
| BAC | BANK OF AMERICA CORP | $63.7M | 1,307,175 | 0.92% | — |
| SLB | SLB LIMITED | $63.2M | 1,230,656 | 0.91% | — |
| AA | ALCOA CORP | $62.3M | 939,453 | 0.90% | — |
| LW | LAMB WESTON HOLDINGS INC | $60.5M | 1,430,629 | 0.87% | — |
| CMCSA | COMCAST CORP NEW CL A | $60.2M | 2,098,111 | 0.87% | — |
| TECK | TECK RESOURCES LTD CL B | $59.8M | 1,155,685 | 0.86% | — |
| META | META PLATFORMS INC CL A | $59.6M | 104,253 | 0.86% | — |
| CRM | SALESFORCE INC | $57.0M | 305,552 | 0.82% | — |
| ROP | ROPER TECHNOLOGIES INC | $56.7M | 160,103 | 0.82% | — |
| GDDY | GODADDY INC CL A | $56.3M | 681,211 | 0.81% | — |
| GSK | GSK PLC SPONSORED ADR | $55.7M | 1,009,401 | 0.80% | — |
| DIS | DISNEY WALT CO | $55.5M | 575,966 | 0.80% | — |
| TFC | TRUIST FINANCIAL CORP | $55.1M | 1,199,645 | 0.80% | — |
| WPM | WHEATON PRECIOUS METAL | $54.9M | 419,168 | 0.79% | — |
| BUD | ANHEUSER BUSCH INBEV SA/NV SPO | $53.4M | 769,240 | 0.77% | — |
| ZTS | ZOETIS INC CL A | $52.8M | 446,316 | 0.76% | — |
| LOW | LOWE'S COS INC | $52.2M | 220,752 | 0.75% | — |
| RXO | RXO INC | $51.3M | 3,506,526 | 0.74% | — |
| C | CITIGROUP INC NEW | $51.2M | 451,328 | 0.74% | — |
| ORCL | ORACLE CORP | $49.2M | 334,304 | 0.71% | — |
| DOC | HEALTHPEAK PROPERTIES INC | $48.7M | 2,965,159 | 0.70% | — |
| XPO | XPO INC | $47.6M | 244,499 | 0.69% | — |
| GOOGL | ALPHABET INC CAP STK CL A | $47.2M | 164,149 | 0.68% | — |
| VMC | VULCAN MATERIALS CO | $44.9M | 164,864 | 0.65% | — |
| CFRUY | COMPAGNIE FINANCIERE RICHEMONT | $44.8M | 2,595,420 | 0.65% | — |
| WBD | WARNER BROS. DISCOVERY INC | $44.4M | 1,615,347 | 0.64% | — |
| WCN | WASTE CONNECTIONS INC | $43.9M | 270,340 | 0.63% | — |
| RACE | FERRARI N V | $43.3M | 127,897 | 0.62% | — |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $43.0M | 475,090 | 0.62% | — |
| AES | AES CORP | $42.9M | 3,045,279 | 0.62% | — |
| IFF | INTERNATIONAL FLAVORS & FRAGRA | $41.4M | 571,149 | 0.60% | — |
| NUE | NUCOR CORP | $41.3M | 243,977 | 0.59% | — |
| AAPL | APPLE INC | $41.2M | 162,502 | 0.59% | — |
| WDAY | WORKDAY INC CL A | $40.5M | 311,766 | 0.58% | — |
| ILMN | ILLUMINA INC | $40.3M | 327,174 | 0.58% | — |
| GM | GENERAL MOTORS CO | $37.2M | 499,241 | 0.54% | — |
| EL | LAUDER ESTEE COS INC CL A | $36.4M | 506,800 | 0.52% | — |
| DEO | DIAGEO P L C SPON ADR NEW | $36.2M | 486,902 | 0.52% | — |
| SPG | SIMON PROPERTY GROUP INC NEW | $35.3M | 189,431 | 0.51% | — |
| IBM | INTERNATIONAL BUSINESS MACHINE | $35.2M | 145,280 | 0.51% | — |
| UAL | UNITED AIRLINES HOLDINGS INC | $34.7M | 376,728 | 0.50% | — |
| IT | GARTNER INC | $34.5M | 217,617 | 0.50% | — |
| RTX | RTX CORP | $33.8M | 175,024 | 0.49% | — |
| INTU | INTUIT INC | $32.5M | 75,063 | 0.47% | — |
| CSGP | COSTAR GROUP INC | $32.4M | 803,839 | 0.47% | — |
| CHTR | CHARTER COMMUNICATIONS INC NEW | $31.4M | 145,426 | 0.45% | — |
| WSC | WILLSCOT HOLDINGS CORP | $29.7M | 1,710,457 | 0.43% | — |
| CVS | CVS HEALTH CORP | $29.3M | 408,627 | 0.42% | — |
| MPC | MARATHON PETROLEUM CORP | $27.5M | 112,822 | 0.40% | — |
| SJM | SMUCKER J M CO NEW | $26.4M | 274,167 | 0.38% | — |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $26.4M | 370,817 | 0.38% | — |
| VRSK | VERISK ANALYTICS INC | $25.1M | 132,308 | 0.36% | — |
| SNPS | SYNOPSYS INC | $24.8M | 62,510 | 0.36% | — |
| MLM | MARTIN MARIETTA MATERIALS INC | $24.7M | 41,981 | 0.36% | — |
| NKE | NIKE INC CL B | $24.2M | 457,838 | 0.35% | — |
| ALC | ALCON INC ORD SHS | $23.5M | 312,163 | 0.34% | — |
| M | MACYS INC | $22.5M | 1,242,187 | 0.32% | — |
| KIM | KIMCO REALTY CORP | $22.5M | 999,802 | 0.32% | — |
| SHEL | SHELL PLC | $22.2M | 238,420 | 0.32% | — |
| NVS | NOVARTIS A G SPON ADR | $22.2M | 145,118 | 0.32% | — |
| EXPD | EXPEDITORS INTL INC | $22.0M | 153,740 | 0.32% | — |
| UNH | UNITEDHEALTH GROUP INC | $20.9M | 77,198 | 0.30% | — |
| CLF | CLEVELAND-CLIFFS INC NEW | $20.1M | 2,378,691 | 0.29% | — |
| HONGBP | HONEYWELL INTERNATIONAL INC | $18.8M | 83,270 | 0.27% | — |
| ISRG | INTUITIVE SURGICAL INC NEW | $18.4M | 39,852 | 0.26% | — |
| PYPL | PAYPAL HOLDINGS INC | $17.5M | 387,515 | 0.25% | — |
| GXO | GXO LOGISTICS INC | $17.3M | 333,626 | 0.25% | — |
| UBER | UBER TECHNOLOGIES INC | $15.9M | 221,341 | 0.23% | — |
| ADSK | AUTODESK INC | $15.0M | 62,463 | 0.22% | — |
| CF | CF INDUSTRIES HOLDINGS INC | $14.5M | 111,393 | 0.21% | — |
| KD | KYNDRYL HOLDINGS INC | $13.0M | 990,319 | 0.19% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $11.6M | 147,394 | 0.17% | — |
| APA | APA CORP | $11.3M | 266,354 | 0.16% | — |
| IHRT | IHEARTMEDIA INC CL A | $11.1M | 3,800,269 | 0.16% | — |
| CSCO | CISCO SYSTEMS INC | $10.5M | 135,962 | 0.15% | — |
| BR | BROADRIDGE FINANCIAL SOLUTIONS | $10.0M | 61,307 | 0.14% | — |
| HD | HOME DEPOT INC | $9.0M | 27,498 | 0.13% | — |
| URI | UNITED RENTALS INC | $9.0M | 12,410 | 0.13% | — |
| ECL | ECOLAB INC | $8.6M | 32,308 | 0.12% | — |
| MDLZ | MONDELEZ INTL INC CL A | $8.5M | 147,353 | 0.12% | — |
| GRAL | GRAIL INC | $8.3M | 161,524 | 0.12% | — |
| SWK | STANLEY BLACK & DECKER INC | $8.0M | 112,302 | 0.12% | — |
| VLO | VALERO ENERGY CORP NEW | $7.6M | 30,882 | 0.11% | — |
| BRK/B | BERKSHIRE HATHAWAY INC CL B NE | $6.8M | 14,243 | 0.10% | — |
| GEV | GE VERNOVA INC | $6.5M | 7,501 | 0.09% | — |
| MLKN | MILLERKNOLL INC | $6.4M | 445,360 | 0.09% | — |
| CB | CHUBB LIMITED | $6.0M | 18,308 | 0.09% | — |
| EIX | EDISON INTERNATIONAL | $5.0M | 68,304 | 0.07% | — |
| ACN | ACCENTURE PLC IRELAND SHS CLAS | $4.8M | 24,291 | 0.07% | — |
| HNI | HNI CORP | $4.8M | 142,386 | 0.07% | — |
| AMGN | AMGEN INC | $4.6M | 13,192 | 0.07% | — |
| SSYS | STRATASYS LTD SHS | $4.5M | 570,564 | 0.06% | — |
| VSNT | VERSANT MEDIA GROUP INC | $4.4M | 118,175 | 0.06% | — |
| COST | COSTCO WHOLESALE CORP NEW | $4.2M | 4,211 | 0.06% | — |
| ITW | ILLINOIS TOOL WORKS INC | $4.0M | 15,432 | 0.06% | — |
| PRU | PRUDENTIAL FINANCIAL INC | $3.8M | 38,850 | 0.05% | — |
| F | FORD MOTOR CO | $3.5M | 303,318 | 0.05% | — |
| WMT | WALMART INC | $3.3M | 26,313 | 0.05% | — |
| NYT | NEW YORK TIMES CO CL A | $3.3M | 38,934 | 0.05% | — |
| OGN | ORGANON & CO | $3.1M | 522,642 | 0.05% | — |
| FDX | FEDEX CORP | $2.8M | 7,803 | 0.04% | — |
| LLY | LILLY ELI & CO | $2.4M | 2,653 | 0.04% | — |
| PG | PROCTER AND GAMBLE CO | $2.4M | 16,421 | 0.03% | — |
| CAT | CATERPILLAR INC | $2.1M | 2,969 | 0.03% | — |
| ABBV | ABBVIE INC | $2.1M | 9,525 | 0.03% | — |
| AL | AIR LEASE CORP CL A | $1.6M | 24,991 | 0.02% | — |
| CL | COLGATE PALMOLIVE CO | $1.5M | 17,937 | 0.02% | — |
| LAMR | LAMAR ADVERTISING CO NEW CL A | $1.5M | 11,683 | 0.02% | — |
| ABT | ABBOTT LABS | $1.4M | 14,041 | 0.02% | — |
| STZ | CONSTELLATION BRANDS INC CL A | $1.4M | 9,211 | 0.02% | — |
| SBUX | STARBUCKS CORP | $1.3M | 14,358 | 0.02% | — |
This table is the 150 largest positions by value, out of 241 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Douglas Lane & Associates, LLC (CIK 1672594, accession 0001672594-26-000002). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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