Douglas Lane & Associates, LLC
Sector Allocation
- Technology22.1%$1.6B
- Healthcare17.4%$1.3B
- Financials14.6%$1.1B
- Industrials12.4%$924.1M
- Consumer Staples7.5%$557.0M
- Materials7.4%$551.8M
- Consumer Discretionary4.8%$356.8M
- Energy4.7%$352.8M
- Real Estate3.5%$264.8M
- Communication Services2.9%$215.7M
AUM History
13fpro.ai/research/fund/douglas-lane-and-associates-llc-1672594
Conviction and streaks
Concentrating · top 10 = 25.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$327.1MGOOG
$251.4MMRNA
$223.6MJPM
$182.9MMSFT
$171.9MJNJ
$170.5MQCOM
$152.9MTMO
$146.2MAMZN
$132.4MMS
$127.3MRGA
$124.6MDAL
$120.4MV
$119.5MEQIX
$107.1MFCX
$101.1MDHR
$101.1MAPD
$94.2MBMY
$93.8MMA
$93.4M- NESTLE$91.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/douglas-lane-and-associates-llc-1672594
Douglas Lane & Associates, LLC 13F holdings — Q3 2026
$7.5B portfolio (+1.3% QoQ) · 246 holdings · Q3 2026 13F · top 10 are 25% of the stock portfolio
$327.1M
4.4% of stocks
-5%This quarter-5.8%Since filed11+ qtrsHeld$251.4M
3.4% of stocks
-4%This quarter-9.7%Since filed11+ qtrsHeld$223.6M
3.0% of stocks
-14%This quarter-11.6%Since filed11+ qtrsHeld$182.9M
2.5% of stocks
-5%This quarter+0.3%Since filed11+ qtrsHeldAIQuality71.9#171Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 10 qtrs in a row$171.9M
2.3% of stocks
-2%This quarter-0.5%Since filed11+ qtrsHeld$170.5M
2.3% of stocks
-3%This quarter+1.9%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$152.9M
2.0% of stocks
-1%This quarter+2.3%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$146.2M
2.0% of stocks
-2%This quarter+4.1%Since filed11+ qtrsHeld$132.4M
1.8% of stocks
-0.0%This quarter-5.1%Since filed11+ qtrsHeld$127.3M
1.7% of stocks
-7%This quarter-3.4%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 9 qtrs in a row
All holdings — Douglas Lane & Associates, LLC (Q3 2026)
246 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | REINSURANCE GROUP OF AMERICA INC | Financials | $124.6M | 1.7% | 506K | -4% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | DELTA AIR LINES, INC. | Industrials | $120.4M | 1.6% | 1.44M | -6% | 11+ qtrsTrimmed 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | VISA INC. | Financials | $119.5M | 1.6% | 332K | -3% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | EQUINIX INC | Real Estate | $107.1M | 1.4% | 106K | -3% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | FREEPORT-MCMORAN INC | Materials | $101.1M | 1.4% | 1.44M | -3% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | DANAHER CORP /DE/ | Healthcare | $101.1M | 1.4% | 456K | -0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Air Products & Chemicals, Inc. | Materials | $94.2M | 1.3% | 339K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BRISTOL MYERS SQUIBB CO | Healthcare | $93.8M | 1.3% | 1.50M | -3% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Mastercard Inc | Financials | $93.4M | 1.3% | 169K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | NESTLE S A SPON ADR - COMMONadr | — | $91.8M | 1.2% | 1.01M | +0.7% | — | — | 13F |
| 21 | CHEVRON CORP | Energy | $91.5M | 1.2% | 448K | -5% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | TransDigm Group INC | Industrials | $90.0M | 1.2% | 83K | +0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | GENERAL ELECTRIC CO | Industrials | $89.1M | 1.2% | 285K | -18% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ILLUMINA, INC. | Healthcare | $85.0M | 1.1% | 311K | -4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Salesforce, Inc. | Technology | $84.5M | 1.1% | 368K | +1% | 9 qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AXP | AMERICAN EXPRESS CO | Financials | $80.9M | 1.1% | 266K | -4% | |||
| 27 | $USB | US BANCORP DE | Financials | $80.6M | 1.1% | 1.40M | -2% | |||
| 28 | $BA | BOEING CO | Industrials | $80.4M | 1.1% | 432K | +1% | |||
| 29 | $HSY | HERSHEY CO | Consumer Staples | $77.9M | 1.0% | 494K | +15% | |||
| 30 | $MRK | Merck & Co., Inc. | Healthcare | $77.4M | 1.0% | 533K | -4% | |||
| 31 | $LW | Lamb Weston Holdings, Inc. | Consumer Staples | $75.5M | 1.0% | 1.81M | +8% | |||
| 32 | $KO | COCA COLA CO | Consumer Staples | $75.2M | 1.0% | 874K | -8% | |||
| 33 | $META | Meta Platforms, Inc. | Technology | $72.6M | 1.0% | 100K | -3% | |||
| 34 | $TECK | TECK RESOURCES LTD | Materials | $71.3M | 0.9% | 1.08M | -3% | |||
| 35 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $69.1M | 0.9% | 425K | -5% | |||
| 36 | $DIS | Walt Disney Co | Communication Services | $68.5M | 0.9% | 653K | +11% | |||
| 37 | $BX | Blackstone Inc. | Financials | $67.9M | 0.9% | 606K | -1% | |||
| 38 | $RXO | RXO, Inc. | Industrials | $67.9M | 0.9% | 3.32M | -0.9% | |||
| 39 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $67.5M | 0.9% | 412K | -1% | |||
| 40 | $PEP | PEPSICO INC | Consumer Staples | $67.2M | 0.9% | 530K | +4% | |||
| 41 | $ROP | ROPER TECHNOLOGIES INC | Technology | $67.1M | 0.9% | 192K | +5% | |||
| 42 | $GDDY | GoDaddy Inc. | Technology | $62.5M | 0.8% | 655K | -3% | |||
| 43 | $IR | Ingersoll Rand Inc. | Industrials | $61.8M | 0.8% | 822K | -1% | |||
| 44 | $WDAY | Workday, Inc. | Technology | $61.7M | 0.8% | 324K | -2% | |||
| 45 | $HLN | Haleon plc | Consumer Staples | $58.9M | 0.8% | 6.55M | -2% | |||
| 46 | $RBC | RBC Bearings INC | Industrials | $56.4M | 0.8% | 113K | -5% | |||
| 47 | $RACE | Ferrari N.V. | Consumer Discretionary | $55.9M | 0.8% | 142K | -0.5% | |||
| 48 | $CCZ | COMCAST CORP | Communication Services | $55.5M | 0.7% | 2.55M | +17% | |||
| 49 | $EOG | EOG RESOURCES INC | Energy | $55.2M | 0.7% | 401K | -6% | |||
| 50 | $CSGP | COSTAR GROUP, INC. | Industrials | $54.3M | 0.7% | 1.98M | +69% | |||
| 51 | $TFC | TRUIST FINANCIAL CORP | Financials | $54.1M | 0.7% | 1.17M | -2% | |||
| 52 | $NKE | NIKE, Inc. | Consumer Discretionary | $53.9M | 0.7% | 1.52M | +58% | |||
| 53 | $SLB | SLB LIMITED/NV | Energy | $53.2M | 0.7% | 1.09M | -4% | |||
| 54 | $WPM | Wheaton Precious Metals Corp. | Materials | $52.5M | 0.7% | 393K | -3% | |||
| 55 | $AAPL | Apple Inc. | Technology | $52.2M | 0.7% | 157K | -5% | |||
| 56 | $GOOGL | Alphabet Inc. | Technology | $51.7M | 0.7% | 150K | -4% | |||
| 57 | $WCN | Waste Connections, Inc. | Utilities | $51.7M | 0.7% | 336K | +3% | |||
| 58 | $ELAN | Elanco Animal Health Inc | Healthcare | $51.0M | 0.7% | 2.28M | -12% | |||
| 59 | $EL | ESTEE LAUDER COMPANIES INC | Consumer Staples | $50.7M | 0.7% | 546K | +4% | |||
| 60 | $C | CITIGROUP INC | Financials | $50.6M | 0.7% | 391K | -6% | |||
| 61 | $NUE | NUCOR CORP | Materials | $50.2M | 0.7% | 215K | -8% | |||
| 62 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $48.5M | 0.7% | 2.43M | -15% | |||
| 63 | — | COMPAGNIE FINANCIERE RICHEMONT - COMMON | — | $48.5M | 0.7% | 2.28M | -7% | |||
| 64 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $48.1M | 0.6% | 1.55M | -2% | |||
| 65 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $47.4M | 0.6% | 870K | -28% | |||
| 66 | $VMC | Vulcan Materials CO | Materials | $43.5M | 0.6% | 178K | +5% | |||
| 67 | $DEO | DIAGEO PLC | Consumer Staples | $43.2M | 0.6% | 505K | +1% | |||
| 68 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $43.2M | 0.6% | 234K | +6% | |||
| 69 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $41.8M | 0.6% | 103K | +113% | |||
| 70 | $SNPS | SYNOPSYS INC | Technology | $41.3M | 0.6% | 95K | +19% | |||
| 71 | $MPC | Marathon Petroleum Corp | Energy | $40.3M | 0.5% | 102K | -7% | |||
| 72 | $ZBH | ZIMMER BIOMET HOLDINGS, INC. | Healthcare | $40.1M | 0.5% | 452K | -5% | |||
| 73 | $BUD | Anheuser-Busch InBev SA/NV | Consumer Staples | $39.3M | 0.5% | 535K | -23% | |||
| 74 | $UAL | United Airlines Holdings, Inc. | Industrials | $38.3M | 0.5% | 345K | -6% | |||
| 75 | $APTV | Aptiv PLC | Industrials | $37.2M | 0.5% | 865K | -9% | |||
| 76 | $ORCL | ORACLE CORP | Technology | $37.1M | 0.5% | 270K | -10% | |||
| 77 | $SYK | STRYKER CORP | Healthcare | $37.1M | 0.5% | 135K | +204% | |||
| 78 | $XPO | XPO, Inc. | Industrials | $36.8M | 0.5% | 209K | -5% | |||
| 79 | $GSK | GSK plc | Healthcare | $36.1M | 0.5% | 750K | -21% | |||
| 80 | $INTU | INTUIT INC. | Technology | $36.1M | 0.5% | 131K | +25% | |||
| 81 | $AA | Alcoa Corp | Materials | $35.5M | 0.5% | 845K | -2% | |||
| 82 | $VRSK | Verisk Analytics, Inc. | Technology | $34.3M | 0.5% | 205K | +22% | |||
| 83 | $SJM | J M SMUCKER Co | Consumer Staples | $31.7M | 0.4% | 266K | -5% | |||
| 84 | $WSC | WillScot Holdings Corp | Industrials | $31.1M | 0.4% | 1.81M | +5% | |||
| 85 | $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Materials | $30.7M | 0.4% | 367K | +1% | |||
| 86 | $IT | GARTNER INC | Technology | $29.1M | 0.4% | 156K | -16% | |||
| 87 | $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | Communication Services | $28.8M | 0.4% | 259K | +24% | |||
| 88 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $28.5M | 0.4% | 130K | -2% | |||
| 89 | $M | Macy's, Inc. | Consumer Discretionary | $27.0M | 0.4% | 1.18M | -2% | |||
| 90 | $RTX | RTX Corp | Industrials | $26.9M | 0.4% | 145K | -15% | |||
| 91 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $26.8M | 0.4% | 56K | +28% | |||
| 92 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $26.8M | 0.4% | 145K | -4% | |||
| 93 | $ZTS | Zoetis Inc. | Healthcare | $26.3M | 0.3% | 376K | +1% | |||
| 94 | $SPGI | S&P Global Inc. | Financials | $25.2M | 0.3% | 64K | +126% | |||
| 95 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $24.9M | 0.3% | 68K | -9% | |||
| 96 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $24.4M | 0.3% | 122K | -31% | |||
| 97 | $CLF | CLEVELAND-CLIFFS INC. | Materials | $24.1M | 0.3% | 2.18M | -5% | |||
| 98 | $ALC | ALCON INC | Healthcare | $23.4M | 0.3% | 362K | +7% | |||
| 99 | $GRAL | GRAIL, Inc. | Healthcare | $22.6M | 0.3% | 162K | -0.5% | |||
| 100 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $22.3M | 0.3% | 386K | +37% | |||
| 101 | $CVS | CVS HEALTH Corp | Healthcare | $20.6M | 0.3% | 240K | -15% | |||
| 102 | $HONA | Honeywell Aerospace Inc. | Industrials | $20.4M | 0.3% | 131K | +83% | |||
| 103 | $SHEL | Shell plc | Energy | $20.2M | 0.3% | 212K | -4% | |||
| 104 | $UBER | Uber Technologies, Inc | Technology | $19.7M | 0.3% | 287K | +26% | |||
| 105 | $MDLN | Medline Inc. | Healthcare | $19.2M | 0.3% | 554K | +912% | |||
| 106 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $19.0M | 0.3% | 90K | +28% | |||
| 107 | $NVS | NOVARTIS AG | Healthcare | $18.9M | 0.3% | 132K | -6% | |||
| 108 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $18.1M | 0.2% | 276K | -23% | |||
| 109 | $PYPL | PayPal Holdings, Inc. | Financials | $14.7M | 0.2% | 281K | -18% | |||
| 110 | $KIM | KIMCO REALTY CORP | Real Estate | $14.5M | 0.2% | 653K | -32% | |||
| 111 | $FND | Floor & Decor Holdings, Inc. | Consumer Discretionary | $13.7M | 0.2% | 299K | +76% | |||
| 112 | $KD | Kyndryl Holdings, Inc. | Technology | $13.1M | 0.2% | 1.16M | +9% | |||
| 113 | $CSCO | CISCO SYSTEMS, INC. | Technology | $12.9M | 0.2% | 120K | -6% | |||
| 114 | $ECL | ECOLAB INC. | Materials | $11.8M | 0.2% | 43K | +28% | |||
| 115 | $ADSK | Autodesk, Inc. | Technology | $11.7M | 0.2% | 56K | -6% | |||
| 116 | $URI | UNITED RENTALS, INC. | Industrials | $11.7M | 0.2% | 12K | -4% | |||
| 117 | $VLO | VALERO ENERGY CORP/TX | Energy | $10.8M | 0.1% | 28K | -7% | |||
| 118 | $GXO | GXO Logistics, Inc. | Industrials | $10.7M | 0.1% | 241K | -16% | |||
| 119 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $10.7M | 0.1% | 121K | +0.9% | |||
| 120 | $APA | APA Corp | Energy | $10.3M | 0.1% | 248K | -2% | |||
| 121 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $10.2M | 0.1% | 36K | +27% | |||
| 122 | $CF | CF Industries Holdings, Inc. | Materials | $9.2M | 0.1% | 79K | -26% | |||
| 123 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $9.0M | 0.1% | 56K | -2% | |||
| 124 | — | VERSIGENT PLC - COMMON | — | $9.0M | 0.1% | 199K | -24% | |||
| 125 | $HNI | HNI CORP | Consumer Discretionary | $8.6M | 0.1% | 190K | -8% | |||
| 126 | $IHRT | iHeartMedia, Inc. | Communication Services | $8.0M | 0.1% | 3.81M | +1% | |||
| 127 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.9M | 0.1% | 14K | -2% | |||
| 128 | $MU | MICRON TECHNOLOGY INC | Technology | $6.6M | 0.1% | 6,220 | +84% | |||
| 129 | $MLKN | MILLERKNOLL, INC. | Consumer Discretionary | $5.7M | 0.1% | 291K | -32% | |||
| 130 | $AMGN | AMGEN INC | Healthcare | $5.5M | 0.1% | 13K | -0.6% | |||
| 131 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $5.3M | 0.1% | 63K | -41% | |||
| 132 | $GEV | GE Vernova Inc. | Industrials | $5.3M | 0.1% | 5,535 | -14% | |||
| 133 | $CB | Chubb Ltd | Financials | $5.2M | 0.1% | 16K | -3% | |||
| 134 | $VSNT | Versant Media Group, Inc. | Communication Services | $4.0M | 0.1% | 125K | +11% | |||
| 135 | $ACN | Accenture plc | Technology | $3.9M | 0.1% | 21K | -8% | |||
| 136 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $3.5M | 0.1% | 41K | +128% | |||
| 137 | $AES | AES CORP | Utilities | $3.5M | 0.1% | 232K | -86% | |||
| 138 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.3M | 0.0% | 3,661 | -10% | |||
| 139 | $LLY | ELI LILLY & Co | Healthcare | $3.3M | 0.0% | 2,829 | -1% | |||
| 140 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $3.2M | 0.0% | 13K | -7% | |||
| 141 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $2.8M | 0.0% | 25K | -21% | |||
| 142 | $SSYS | STRATASYS LTD. | Technology | $2.6M | 0.0% | 309K | -38% | |||
| 143 | $ABBV | AbbVie Inc. | Healthcare | $2.5M | 0.0% | 9,601 | -4% | |||
| 144 | $WMT | Walmart Inc. | Consumer Staples | $2.5M | 0.0% | 24K | -5% | |||
| 145 | $CAT | CATERPILLAR INC | Industrials | $2.4M | 0.0% | 3,014 | -0.8% | |||
| 146 | $GM | General Motors Co | Consumer Discretionary | $2.4M | 0.0% | 31K | -30% | |||
| 147 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.4M | 0.0% | 16K | -8% | |||
| 148 | $MBGL | Mobility Global Inc. | Industrials | $2.1M | 0.0% | 125K | New | |||
| 149 | $FDX | FEDEX CORP | Industrials | $2.1M | 0.0% | 7,253 | -7% | |||
| 150 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.7M | 0.0% | 2,855 | -5% |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 49 added to, 172 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$MBGLMobility Global Inc.$2.1M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$689Kfirst bought this quarter
$CMRCCommerce.com, Inc.$448K
first bought this quarter
$FULTFULTON FINANCIAL CORP$330K
first bought this quarter
$DELLDell Technologies Inc.$237K
first bought this quarter
$PLTRPalantir Technologies Inc.$218K
first bought this quarter
Added to (49)
$SYKSTRYKER CORP+204%
now $37.1M · held 11+ qtrs, 3 adds in a row
$CSGPCOSTAR GROUP, INC.+69%
now $54.3M · held 8 qtrs, 5 adds in a row
$ISRGINTUITIVE SURGICAL INC+113%
now $41.8M · held 11+ qtrs, 2 adds in a row
$NKENIKE, Inc.+58%
now $53.9M · held 11+ qtrs, 5 adds in a row
$MDLNMedline Inc.+912%
now $19.2M · held 2 qtrs, 2 adds in a row
$SPGIS&P Global Inc.+126%
now $25.2M · held 11+ qtrs, 3 adds in a row
+43 more in the Excel export
Trimmed (172)
now $223.6M · held 11+ qtrs
$AESAES CORP-86%
now $3.5M · held 11+ qtrs, 4 trims in a row
$GEGENERAL ELECTRIC CO-18%
now $89.1M · held 11+ qtrs, 4 trims in a row
$BACBANK OF AMERICA CORP /DE/-28%
now $47.4M · held 11+ qtrs, 10 trims in a row
now $327.1M · held 11+ qtrs, 10 trims in a row
$BUDAnheuser-Busch InBev SA/NV-23%
now $39.3M · held 11+ qtrs, 9 trims in a row
+166 more in the Excel export
Holdings by quarter
Every 13F Douglas Lane & Associates, LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Douglas Lane & Associates?
Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Douglas Lane & Associates's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-3.6%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 12% over the last 4
Top 10 weight
25%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Douglas Lane & Associates, LLC disclosed 246 positions worth $7.5B in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 4.4% of the equity portfolio, followed by $GOOG and $MRNA. During the quarter the fund opened 6 new positions and exited 10 — including a new stake in $MBGL and a full exit from $CMI. The portfolio is most concentrated in Technology (22.1% of disclosed assets). All figures are sourced directly from Douglas Lane & Associates, LLC’s Form 13F-HR filing with the SEC under CIK 1672594.
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