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 6 of 12

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FORD MOTOR CO

F|345370860

Shares:2.1M

Value:$20.9M

% of Portfolio:0.3% ($20.9M/$6.8B)

GXO Logistics, Inc.

GXO|36262G101

Shares:489.4K

Value:$19.1M

% of Portfolio:0.3% ($19.1M/$6.8B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:38.2K

Value:$18.9M

% of Portfolio:0.3% ($18.9M/$6.8B)

NOVARTIS AG

NVS|66987V109

Shares:169.5K

Value:$18.9M

% of Portfolio:0.3% ($18.9M/$6.8B)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:1.8M

Value:$18.9M

% of Portfolio:0.3% ($18.9M/$6.8B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:88.6K

Value:$18.8M

% of Portfolio:0.3% ($18.8M/$6.8B)

Marathon Petroleum Corp

MPC|56585A102

Shares:119.2K

Value:$17.4M

% of Portfolio:0.3% ($17.4M/$6.8B)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:36.1K

Value:$17.3M

% of Portfolio:0.3% ($17.3M/$6.8B)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:131.6K

Value:$15.8M

% of Portfolio:0.2% ($15.8M/$6.8B)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:62.5K

Value:$15.1M

% of Portfolio:0.2% ($15.1M/$6.8B)

EDISON INTERNATIONAL

EIX|281020107

Shares:231.5K

Value:$13.6M

% of Portfolio:0.2% ($13.6M/$6.8B)

ALCON INC

ALC|H01301128

Shares:110.3K

Value:$10.5M

% of Portfolio:0.2% ($10.5M/$6.8B)

HOME DEPOT, INC.

HD|437076102

Shares:26.9K

Value:$9.9M

% of Portfolio:0.1% ($9.9M/$6.8B)

CF Industries Holdings, Inc.

CF|125269100

Shares:123.5K

Value:$9.7M

% of Portfolio:0.1% ($9.7M/$6.8B)

APA Corp

APA|03743Q108

Shares:456.8K

Value:$9.6M

% of Portfolio:0.1% ($9.6M/$6.8B)

ECOLAB INC.

ECL|278865100

Shares:37.1K

Value:$9.4M

% of Portfolio:0.1% ($9.4M/$6.8B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:150.5K

Value:$9.3M

% of Portfolio:0.1% ($9.3M/$6.8B)

UNITED RENTALS, INC.

URI|911363109

Shares:14.5K

Value:$9.1M

% of Portfolio:0.1% ($9.1M/$6.8B)

Accenture plc

ACN|G1151C101

Shares:28.9K

Value:$9.0M

% of Portfolio:0.1% ($9.0M/$6.8B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:16.3K

Value:$8.7M

% of Portfolio:0.1% ($8.7M/$6.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
FORD MOTOR CO(Fcusip345370860)	2.1M	QoQ -0.61% (-13.0K) YoY -8.73% (-199.5K)	All Managers (Combined)	$20.9M	0.3% ($20.9M/$6.8B)	QoQ +0.68% (-$142.3K) YoY -31.07% (-$9.4M)
GXO Logistics, Inc.(GXOcusip36262G101)	489.4K	QoQ +1.84% (-8.9K) YoY +5.63% (-26.1K)	All Managers (Combined)	$19.1M	0.3% ($19.1M/$6.8B)	QoQ -8.50% (-$1.8M) YoY -23.21% (-$5.8M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	38.2K	QoQ +0.71% (-273) YoY +0.44% (+169)	All Managers (Combined)	$18.9M	0.3% ($18.9M/$6.8B)	QoQ -4.43% (-$877.0K) YoY +24.65% (+$3.7M)
NOVARTIS AG(NVScusip66987V109)	169.5K	QoQ +7.28% (+11.5K) YoY -5.82% (-10.5K)	All Managers (Combined)	$18.9M	0.3% ($18.9M/$6.8B)	QoQ +22.90% (+$3.5M) YoY +8.53% (-$1.5M)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	1.8M	QoQ +1.76% (+30.4K) YoY +51.89% (+600.4K)	All Managers (Combined)	$18.9M	0.3% ($18.9M/$6.8B)	QoQ +3.30% (+$603.0K) YoY +86.69% (+$8.8M)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	88.6K	QoQ -14.52% (-15.1K) YoY -65.60% (-169.1K)	All Managers (Combined)	$18.8M	0.3% ($18.8M/$6.8B)	QoQ -19.87% (-$4.7M) YoY -64.51% (-$34.1M)
Marathon Petroleum Corp(MPCcusip56585A102)	119.2K	QoQ -0.79% (-956) YoY -14.14% (-19.6K)	All Managers (Combined)	$17.4M	0.3% ($17.4M/$6.8B)	QoQ +3.60% (-$604.7K) YoY -37.92% (-$10.6M)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	36.1K	QoQ +4.88% (-1.7K) YoY +0.86% (-309)	All Managers (Combined)	$17.3M	0.3% ($17.3M/$6.8B)	QoQ -2.90% (-$516.6K) YoY -21.45% (-$4.7M)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	131.6K	QoQ +1.26% (+1.6K) YoY -3.13% (-4.3K)	All Managers (Combined)	$15.8M	0.2% ($15.8M/$6.8B)	QoQ +9.92% (+$1.4M) YoY -4.18% (-$691.3K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	62.5K	QoQ -5.08% (-3.3K) YoY -37.16% (-37.0K)	All Managers (Combined)	$15.1M	0.2% ($15.1M/$6.8B)	QoQ +1.78% (-$265.8K) YoY -25.63% (-$5.2M)
EDISON INTERNATIONAL(EIXcusip281020107)	231.5K	QoQ -52.06% (-251.4K) YoY -59.34% (-337.9K)	All Managers (Combined)	$13.6M	0.2% ($13.6M/$6.8B)	QoQ -64.62% (-$24.9M) YoY -66.13% (-$26.6M)
ALCON INC(ALCcusipH01301128)	110.3K	QoQ +2.07% (+2.2K) YoY +9.29% (+9.4K)	All Managers (Combined)	$10.5M	0.2% ($10.5M/$6.8B)	QoQ +14.14% (+$1.3M) YoY +24.56% (+$2.1M)
HOME DEPOT, INC.(HDcusip437076102)	26.9K	QoQ -3.82% (-1.1K) YoY -9.30% (-2.8K)	All Managers (Combined)	$9.9M	0.1% ($9.9M/$6.8B)	QoQ -9.39% (-$1.0M) YoY -13.34% (-$1.5M)
CF Industries Holdings, Inc.(CFcusip125269100)	123.5K	QoQ +0.25% (-315) YoY +107.27% (+63.9K)	All Managers (Combined)	$9.7M	0.1% ($9.7M/$6.8B)	QoQ -8.16% (-$858.7K) YoY +94.66% (+$4.7M)
APA Corp(APAcusip03743Q108)	456.8K	QoQ -2.80% (-13.2K) YoY -40.14% (-306.3K)	All Managers (Combined)	$9.6M	0.1% ($9.6M/$6.8B)	QoQ -11.51% (-$1.2M) YoY -63.40% (-$16.6M)
ECOLAB INC.(ECLcusip278865100)	37.1K	QoQ -2.16% (-820) YoY -16.69% (-7.4K)	All Managers (Combined)	$9.4M	0.1% ($9.4M/$6.8B)	QoQ +5.85% (-$520.6K) YoY -8.52% (-$877.5K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	150.5K	QoQ -9.74% (-16.2K) YoY -29.72% (-63.6K)	All Managers (Combined)	$9.3M	0.1% ($9.3M/$6.8B)	QoQ -5.91% (-$583.6K) YoY -13.11% (-$1.4M)
UNITED RENTALS, INC.(URIcusip911363109)	14.5K	QoQ +0.14% (-21) YoY -15.22% (-2.6K)	All Managers (Combined)	$9.1M	0.1% ($9.1M/$6.8B)	QoQ -10.90% (-$1.1M) YoY -26.32% (-$3.3M)
Accenture plc(ACNcusipG1151C101)	28.9K	QoQ -4.84% (-1.5K) YoY -12.18% (-4.0K)	All Managers (Combined)	$9.0M	0.1% ($9.0M/$6.8B)	QoQ -15.59% (-$1.7M) YoY -20.94% (-$2.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	16.3K	QoQ +3.03% (+481) YoY -3.97% (-675)	All Managers (Combined)	$8.7M	0.1% ($8.7M/$6.8B)	QoQ +21.06% (+$1.5M) YoY +21.61% (-$1.5M)