Douglas-Lane--Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RXO",
  "AES",
  null,
  null,
  "AAL",
  "AKAM",
  "RBC",
  "BEPC",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "CP.TO",
  "DUK",
  "MLKN",
  "M",
  "EOG",
  "EXPD",
  "FCX",
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "LAMR",
  "ISRG",
  "HUBB",
  "ITW",
  "EMR",
  "META",
  "SWK",
  "SSYS",
  "TACT",
  "KMI",
  "LRCX",
  "LIN",
  "MPC",
  "MMC",
  "MA",
  null,
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "EQIX",
  "FTV",
  "GE",
  "GXO",
  "HIG",
  "NVS",
  "ILMN",
  "BX",
  "HSY",
  "AMP",
  "KKR",
  "KLAC",
  "ORCL",
  "PAYX",
  "DOC",
  "PYPL",
  "PEP",
  "UNH",
  "AAPL",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "INTC",
  "OGN",
  "GEHC",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  "KVUE",
  "NYT",
  "SPGI",
  "SLB",
  "SPG",
  "ROP",
  "SHEL",
  "RTX",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  null,
  "TDG",
  null,
  null,
  "TFC",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "AA",
  "MRNA",
  "ALC",
  "SCS",
  null,
  "ULTA",
  "GDDY",
  "IT",
  "GSK",
  "BN.TO",
  "GRAL",
  "TT",
  "VRSK",
  null,
  "ADSK",
  "GM",
  "APTV",
  "EL",
  "CPAY",
  "F",
  "DEO",
  "WM",
  "WCN",
  "IR",
  null,
  "AEP",
  "IHRT",
  "IFF",
  "RACE",
  "NVO",
  "AMZN",
  "CLF",
  "HCA",
  "LUV",
  "PLUG",
  "AL",
  "KD",
  "RGA",
  "USB",
  "VLO",
  "VLTO",
  "VRSN",
  "V",
  "WBD",
  "WMT",
  "WFC",
  "WPM",
  "WMB",
  "WSC",
  "WDAY",
  "XPO",
  "ELAN",
  "LW",
  "EIX",
  "NSC",
  "KIM",
  "SJM",
  "OTIS",
  "PSX",
  "CRM",
  "RBLX",
  "GEV",
  "ZBH",
  "SYF",
  "NUE",
  "FDX",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BRK-B",
  "BDX",
  "BA",
  "BMY",
  "BR",
  "CARR",
  "CSL",
  "CF",
  "CVX",
  "CHTR",
  "CB",
  "CSCO",
  "C",
  "CWEN",
  "KO",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "ED",
  "COST",
  "CTVA",
  "CSGP",
  "CVS",
  "DHR",
  "DE",
  "DAL",
  "DPZ",
  "ADI",
  "VMC",
  "NEE",
  "NKE",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "NFLX",
  "PM",
  "MO",
  "MLM",
  "URI",
  "MCHP",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 236
Total Value: 6785926426
Accession Number: 0001672594-25-000003
Form Type: 13F-HR
CIK: douglas-lane--associates
Manager Name: Douglas-Lane--Associates

Data Enrichment

96% identified

227 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

236 positions • $6.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 12 of 12

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DEERE & CO

DE|244199105

Shares:532

Value:$249.5K

% of Portfolio:0.0% ($249.5K/$6.8B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:500

Value:$242.1K

% of Portfolio:0.0% ($242.1K/$6.8B)

NIKE, Inc.

NKE|654106103

Shares:3.7K

Value:$234.6K

% of Portfolio:0.0% ($234.6K/$6.8B)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:3.0K

Value:$229.5K

% of Portfolio:0.0% ($229.5K/$6.8B)

Eaton Corp plc

ETN|G29183103

Shares:793

Value:$215.7K

% of Portfolio:0.0% ($215.7K/$6.8B)

KLA CORP

KLAC|482480100

Shares:317

Value:$215.4K

% of Portfolio:0.0% ($215.4K/$6.8B)

Corteva, Inc.

CTVA|22052L104

Shares:3.4K

Value:$213.1K

% of Portfolio:0.0% ($213.1K/$6.8B)

LAM RESEARCH CORP

LRCX|512807306

Shares:2.9K

Value:$212.5K

% of Portfolio:0.0% ($212.5K/$6.8B)

AKAMAI TECHNOLOGIES INC

AKAM|00971T101

Shares:2.6K

Value:$209.3K

% of Portfolio:0.0% ($209.3K/$6.8B)

TRANSACT TECHNOLOGIES INC

TACT|892918103

Shares:12.1K

Value:$44.5K

% of Portfolio:0.0% ($44.5K/$6.8B)

PLUG POWER INC

PLUG|72919P202

Shares:25.6K

Value:$34.5K

% of Portfolio:0.0% ($34.5K/$6.8B)

74915M100

Shares:22.0K

Value:$4.4K

% of Portfolio:0.0% ($4.4K/$6.8B)

53634X100

Shares:10.0K

Value:$815

% of Portfolio:0.0% ($815/$6.8B)

416187201

Shares:10.0K

Value:$0

% of Portfolio:0.0% ($0/$6.8B)

585013105

Shares:10.0K

Value:$0

% of Portfolio:0.0% ($0/$6.8B)

83437C102

Shares:17.0K

Value:$0

% of Portfolio:0.0% ($0/$6.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DEERE & CO(DEcusip244199105)	532	QoQ -4.48% (-25) YoY -4.31% (-24)	All Managers (Combined)	$249.5K	0.0% ($249.5K/$6.8B)	QoQ +5.67% (-$13.4K) YoY +9.33% (-$21.3K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	500	QoQ 0.00% (-0) YoY -34.38% (-262)	All Managers (Combined)	$242.1K	0.0% ($242.1K/$6.8B)	QoQ -9.07% (-$24.2K) YoY -27.54% (-$92.0K)
NIKE, Inc.(NKEcusip654106103)	3.7K	QoQ -23.89% (-1.2K) YoY -21.83% (-1.0K)	All Managers (Combined)	$234.6K	0.0% ($234.6K/$6.8B)	QoQ -36.15% (-$132.8K) YoY -47.19% (-$209.7K)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	3.0K	QoQ -1.28% (-39) YoY -33.33% (-1.5K)	All Managers (Combined)	$229.5K	0.0% ($229.5K/$6.8B)	QoQ -1.78% (-$4.2K) YoY -30.41% (-$100.3K)
Eaton Corp plc(ETNcusipG29183103)	793	QoQ -19.57% (-193) YoY -38.47% (-496)	All Managers (Combined)	$215.7K	0.0% ($215.7K/$6.8B)	QoQ -34.11% (-$111.7K) YoY -46.48% (-$187.4K)
KLA CORP(KLACcusip482480100)	317	QoQ NEW(+317) YoY -45.25% (-262)	All Managers (Combined)	$215.4K	0.0% ($215.4K/$6.8B)	QoQ NEW(+$215.4K) YoY -46.75% (-$189.1K)
Corteva, Inc.(CTVAcusip22052L104)	3.4K	QoQ -3.83% (-135) YoY -21.25% (-914)	All Managers (Combined)	$213.1K	0.0% ($213.1K/$6.8B)	QoQ +6.24% (-$12.5K) YoY -14.06% (-$34.9K)
LAM RESEARCH CORP(LRCXcusip512807306)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$212.5K	0.0% ($212.5K/$6.8B)	QoQ NEW(+$212.5K) YoY NEW(+$212.5K)
AKAMAI TECHNOLOGIES INC(AKAMcusip00971T101)	2.6K	QoQ 0.00% (-0) YoY -29.72% (-1.1K)	All Managers (Combined)	$209.3K	0.0% ($209.3K/$6.8B)	QoQ -15.83% (-$39.4K) YoY -47.98% (-$193.1K)
TRANSACT TECHNOLOGIES INC(TACTcusip892918103)	12.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$44.5K	0.0% ($44.5K/$6.8B)	QoQ -10.02% (-$5.0K) YoY -29.77% (-$18.8K)
PLUG POWER INC(PLUGcusip72919P202)	25.6K	QoQ +11.08% (-2.5K) YoY +11.03% (-2.5K)	All Managers (Combined)	$34.5K	0.0% ($34.5K/$6.8B)	QoQ -29.59% (-$14.5K) YoY -56.42% (-$44.7K)
(cusip74915M100)✕	22.0K	QoQ 0.00% (-0) YoY NEW(+22.0K)	All Managers (Combined)	$4.4K	0.0% ($4.4K/$6.8B)	QoQ -39.06% (-$2.8K) YoY NEW(+$4.4K)
(cusip53634X100)✕	10.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$815	0.0% ($815/$6.8B)	QoQ +91.76% (+$390) YoY +14.78% (+$105)
(cusip416187201)✕	10.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$0	0.0% ($0/$6.8B)	QoQ -(+$0) YoY -(+$0)
(cusip585013105)✕	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$0	0.0% ($0/$6.8B)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip83437C102)✕	17.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$0	0.0% ($0/$6.8B)	QoQ -(+$0) YoY -(+$0)