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 8 of 12

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AbbVie Inc.

ABBV|00287Y109

Shares:10.3K

Value:$2.2M

% of Portfolio:0.0% ($2.2M/$6.8B)

Walmart Inc.

WMT|931142103

Shares:24.4K

Value:$2.1M

% of Portfolio:0.0% ($2.1M/$6.8B)

ABBOTT LABORATORIES

ABT|002824100

Shares:15.3K

Value:$2.0M

% of Portfolio:0.0% ($2.0M/$6.8B)

FEDEX CORP

FDX|31428X106

Shares:7.8K

Value:$1.9M

% of Portfolio:0.0% ($1.9M/$6.8B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:20.0K

Value:$1.9M

% of Portfolio:0.0% ($1.9M/$6.8B)

Kenvue Inc.

KVUE|49177J102

Shares:70.8K

Value:$1.7M

% of Portfolio:0.0% ($1.7M/$6.8B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:6.8K

Value:$1.7M

% of Portfolio:0.0% ($1.7M/$6.8B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:5.0K

Value:$1.5M

% of Portfolio:0.0% ($1.5M/$6.8B)

Synchrony Financial

SYF|87165B103

Shares:28.3K

Value:$1.5M

% of Portfolio:0.0% ($1.5M/$6.8B)

VERISIGN INC/CA

VRSN|92343E102

Shares:5.9K

Value:$1.5M

% of Portfolio:0.0% ($1.5M/$6.8B)

LAMAR ADVERTISING CO/NEW

LAMR|512816109

Shares:12.6K

Value:$1.4M

% of Portfolio:0.0% ($1.4M/$6.8B)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:4.6K

Value:$1.4M

% of Portfolio:0.0% ($1.4M/$6.8B)

CATERPILLAR INC

CAT|149123101

Shares:3.9K

Value:$1.3M

% of Portfolio:0.0% ($1.3M/$6.8B)

ADOBE INC.

ADBE|00724F101

Shares:3.3K

Value:$1.3M

% of Portfolio:0.0% ($1.3M/$6.8B)

Mondelez International, Inc.

MDLZ|609207105

Shares:17.9K

Value:$1.2M

% of Portfolio:0.0% ($1.2M/$6.8B)

STARBUCKS CORP

SBUX|855244109

Shares:11.8K

Value:$1.2M

% of Portfolio:0.0% ($1.2M/$6.8B)

PFIZER INC

PFE|717081103

Shares:43.5K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$6.8B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:8.6K

Value:$942.7K

% of Portfolio:0.0% ($942.7K/$6.8B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:20.6K

Value:$934.3K

% of Portfolio:0.0% ($934.3K/$6.8B)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:2.0K

Value:$910.6K

% of Portfolio:0.0% ($910.6K/$6.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AbbVie Inc.(ABBVcusip00287Y109)	10.3K	QoQ -3.17% (-338) YoY -11.23% (-1.3K)	All Managers (Combined)	$2.2M	0.0% ($2.2M/$6.8B)	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	0.0% ($2.1M/$6.8B)	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	0.0% ($2.0M/$6.8B)	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	0.0% ($1.9M/$6.8B)	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	0.0% ($1.9M/$6.8B)	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	0.0% ($1.7M/$6.8B)	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	0.0% ($1.7M/$6.8B)	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	0.0% ($1.5M/$6.8B)	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	0.0% ($1.5M/$6.8B)	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	0.0% ($1.5M/$6.8B)	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	0.0% ($1.4M/$6.8B)	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	0.0% ($1.4M/$6.8B)	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	0.0% ($1.3M/$6.8B)	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	0.0% ($1.3M/$6.8B)	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	0.0% ($1.2M/$6.8B)	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	0.0% ($1.2M/$6.8B)	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	0.0% ($1.1M/$6.8B)	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	0.0% ($942.7K/$6.8B)	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	0.0% ($934.3K/$6.8B)	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	0.0% ($910.6K/$6.8B)	QoQ -0.02% (-$249) YoY -41.16% (-$637.2K)