Douglas Lane & Associates, LLC

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: 0001672594
Manager Name: Douglas Lane & Associates, LLC

Data Enrichment

96% identified

227 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

236 positions • $6,785,926.426K total value

236 positions

Manager:

SEC FilingSEC DataHachi Filing

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AbbVie Inc.

ABBV|00287Y109

10306(-3.2%)

Value:

$2.2B(+14.2%)

Walmart Inc.

WMT|931142103

24407(+3.4%)

Value:

$2.1B(+0.4%)

ABBOTT LABORATORIES

ABT|002824100

15309(-1.0%)

Value:

$2.0B(+16.1%)

FEDEX CORP

FDX|31428X106

7805(-3.8%)

Value:

$1.9B(-16.6%)

COLGATE PALMOLIVE CO

CL|194162103

20015(-1.3%)

Value:

$1.9B(+1.7%)

Kenvue Inc.

KVUE|49177J102

70806(-23.6%)

Value:

$1.7B(-14.2%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

6806(-2.8%)

Value:

$1.7B(+11.6%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

5025(-13.0%)

Value:

$1.5B(-9.2%)

Synchrony Financial

SYF|87165B103

28330(-13.3%)

Value:

$1.5B(-29.4%)

VERISIGN INC/CA

VRSN|92343E102

5859(-16.3%)

Value:

$1.5B(+2.7%)

LAMAR ADVERTISING CO/NEW

LAMR|512816109

12633(-0.4%)

Value:

$1.4B(-6.9%)

Verisk Analytics, Inc.

VRSK|92345Y106

4648(-2.5%)

Value:

$1.4B(+5.3%)

CATERPILLAR INC

CAT|149123101

3912(-16.7%)

Value:

$1.3B(-24.3%)

ADOBE INC.

ADBE|00724F101

3310(+1.8%)

Value:

$1.3B(-12.2%)

Mondelez International, Inc.

MDLZ|609207105

17862(+26.4%)

Value:

$1.2B(+43.6%)

STARBUCKS CORP

SBUX|855244109

11775(-10.6%)

Value:

$1.2B(-3.9%)

PFIZER INC

PFE|717081103

43453(+21.5%)

Value:

$1.1B(+16.1%)

EMERSON ELECTRIC CO

EMR|291011104

8598(-3.4%)

Value:

$942.7M(-14.6%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

20598(-4.8%)

Value:

$934.3M(+8.0%)

DOMINOS PIZZA INC

DPZ|25754A201

1982(-8.7%)

Value:

$910.6M(-0.0%)

Instrument	Shares		Other Manager	Value
Abbvie Inc.(ABBVcusip00287Y109)	10.3K	QoQ -3.17% (-338) YoY -11.23% (-1.3K)	All Managers (Combined)	$2.2M	QoQ +14.15% (-$267.8K) YoY +2.12% (-$44.8K)
Walmart Inc.(WMTcusip931142103)	24.4K	QoQ +3.37% (+796) YoY -8.77% (-2.3K)	All Managers (Combined)	$2.1M	QoQ +0.44% (+$9.4K) YoY +33.10% (-$532.9K)
Abbott Laboratories(ABTcusip002824100)	15.3K	QoQ -1.01% (-157) YoY -2.51% (-395)	All Managers (Combined)	$2.0M	QoQ +16.08% (-$281.4K) YoY +13.77% (-$245.8K)
Fedex Corp(FDXcusip31428X106)	7.8K	QoQ -3.80% (-309) YoY -9.92% (-860)	All Managers (Combined)	$1.9M	QoQ -16.64% (-$379.9K) YoY -24.21% (-$607.9K)
Colgate Palmolive Co(CLcusip194162103)	20.0K	QoQ -1.31% (-267) YoY -8.33% (-1.8K)	All Managers (Combined)	$1.9M	QoQ +1.71% (-$31.6K) YoY -4.62% (-$90.9K)
Kenvue Inc.(KVUEcusip49177J102)	70.8K	QoQ -23.63% (-21.9K) YoY -84.76% (-394.1K)	All Managers (Combined)	$1.7M	QoQ -14.22% (-$281.6K) YoY -82.98% (-$8.3M)
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	6.8K	QoQ -2.84% (-199) YoY +38.98% (+1.9K)	All Managers (Combined)	$1.7M	QoQ +11.62% (-$172.9K) YoY +64.65% (+$652.2K)
Automatic Data Processing Inc(ADPcusip053015103)	5.0K	QoQ -12.98% (-750) YoY -13.00% (-751)	All Managers (Combined)	$1.5M	QoQ -9.18% (-$155.2K) YoY +6.43% (-$92.8K)
Synchrony Financial(SYFcusip87165B103)	28.3K	QoQ -13.32% (-4.4K) YoY -72.37% (-74.2K)	All Managers (Combined)	$1.5M	QoQ -29.40% (-$624.7K) YoY -66.08% (-$2.9M)
Verisign Inc/Ca(VRSNcusip92343E102)	5.9K	QoQ -16.27% (-1.1K) YoY -94.28% (-96.6K)	All Managers (Combined)	$1.5M	QoQ +2.70% (-$39.1K) YoY -92.34% (-$17.9M)
Lamar Advertising Co/New(LAMRcusip512816109)	12.6K	QoQ -0.38% (-49) YoY -2.66% (-346)	All Managers (Combined)	$1.4M	QoQ -6.89% (-$106.5K) YoY -7.25% (-$112.4K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	4.6K	QoQ -2.49% (-119) YoY -7.16% (-359)	All Managers (Combined)	$1.4M	QoQ +5.35% (-$70.3K) YoY +17.20% (-$203.0K)
Caterpillar Inc(CATcusip149123101)	3.9K	QoQ -16.71% (-785) YoY -19.78% (-965)	All Managers (Combined)	$1.3M	QoQ -24.28% (-$413.7K) YoY -27.80% (-$496.9K)
Adobe Inc.(ADBEcusip00724F101)	3.3K	QoQ +1.78% (-58) YoY -14.80% (-575)	All Managers (Combined)	$1.3M	QoQ -12.21% (-$176.6K) YoY -35.24% (-$691.0K)
Mondelez International, Inc.(MDLZcusip609207105)	17.9K	QoQ +26.41% (+3.7K) YoY +37.10% (+4.8K)	All Managers (Combined)	$1.2M	QoQ +43.59% (+$368.0K) YoY +32.89% (+$300.0K)
Starbucks Corp(SBUXcusip855244109)	11.8K	QoQ -10.59% (-1.4K) YoY -4.64% (-574)	All Managers (Combined)	$1.2M	QoQ -3.89% (-$46.9K) YoY +2.34% (-$26.4K)
Pfizer Inc(PFEcusip717081103)	43.5K	QoQ +21.54% (+7.7K) YoY -6.90% (-3.2K)	All Managers (Combined)	$1.1M	QoQ +16.09% (+$152.6K) YoY -14.99% (-$194.2K)
Emerson Electric Co(EMRcusip291011104)	8.6K	QoQ -3.43% (-306) YoY +5.12% (+419)	All Managers (Combined)	$942.7K	QoQ -14.56% (-$160.7K) YoY +1.62% (+$15.1K)
Verizon Communications Inc(VZcusip92343V104)	20.6K	QoQ -4.82% (-1.0K) YoY -2.42% (-511)	All Managers (Combined)	$934.3K	QoQ +7.95% (-$68.8K) YoY +5.48% (-$48.6K)
Dominos Pizza Inc(DPZcusip25754A201)	2.0K	QoQ -8.66% (-188) YoY -36.37% (-1.1K)	All Managers (Combined)	$910.6K	QoQ -0.02% (-$249) YoY -41.16% (-$637.2K)