Douglas Lane & Associates, LLC

Investment Portfolio & 13F Holdings Analysis

About

Douglas Lane & Associates, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 236 holdings worth $6.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Search and click to pin securities to the top

Page 1 of 12

Sort by:

NVIDIA CORP

NVDA|67066G104

1943995(-4.1%)

Value:

$210.7B(-22.6%)

JPMORGAN CHASE & CO

JPM|46625H100

746805(-2.3%)

Value:

$183.2B(+0.0%)

QUALCOMM INC/DE

QCOM|747525103

1089797(-1.4%)

Value:

$167.4B(-1.4%)

MICROSOFT CORP

MSFT|594918104

390897(+0.3%)

Value:

$146.7B(-10.7%)

Alphabet Inc.

GOOG|02079K107

914883(-1.4%)

Value:

$142.9B(-19.1%)

VISA INC.

V|92826C839

397010(-1.4%)

Value:

$139.1B(+9.3%)

GoDaddy Inc.

GDDY|380237107

743090(-6.9%)

Value:

$133.9B(-15.0%)

AMERICAN EXPRESS CO

AXP|025816109

476381(-3.6%)

Value:

$128.2B(-12.7%)

GENERAL ELECTRIC CO

GE|369604301

571884(-3.6%)

Value:

$114.5B(+15.7%)

TransDigm Group INC

TDG|893641100

82624(+0.9%)

Value:

$114.3B(+10.2%)

REINSURANCE GROUP OF AMERICA INC

RGA|759351604

578602(+2.2%)

Value:

$113.9B(-5.8%)

Mastercard Inc

MA|57636Q104

207250(-1.2%)

Value:

$113.6B(+2.8%)

MORGAN STANLEY

MS|617446448

950276(-1.9%)

Value:

$110.9B(-9.0%)

JOHNSON & JOHNSON

JNJ|478160104

617675(+3.0%)

Value:

$102.4B(+18.2%)

BRISTOL MYERS SQUIBB CO

BMY|110122108

1666159(-2.8%)

Value:

$101.6B(+4.8%)

641069406

983326(+11.4%)

Value:

$99.3B(+36.2%)

Blackstone Inc.

BX|09260D107

704037(-0.5%)

Value:

$98.4B(-19.3%)

AMERICAN TOWER CORP /MA/

AMT|03027X100

439144(+1.8%)

Value:

$95.6B(+20.8%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

187198(+2.6%)

Value:

$93.1B(-1.9%)

DELTA AIR LINES, INC.

DAL|247361702

2075581(-3.1%)

Value:

$90.5B(-30.2%)

Instrument	Shares		Other Manager	Value
Nvidia Corp(NVDAcusip67066G104)	1.9M	QoQ -4.14% (-84.1K) YoY +638.97% (-1.7M)	All Managers (Combined)	$210.7M	QoQ -22.63% (-$61.7M) YoY -11.36% (-$27.0M)
Jpmorgan Chase & Co(JPMcusip46625H100)	746.8K	QoQ -2.25% (-17.2K) YoY -12.57% (-107.5K)	All Managers (Combined)	$183.2M	QoQ +0.02% (-$50.0K) YoY +7.06% (-$12.1M)
Qualcomm Inc/De(QCOMcusip747525103)	1.1M	QoQ -1.42% (-15.8K) YoY -12.86% (-160.9K)	All Managers (Combined)	$167.4M	QoQ -1.43% (-$2.4M) YoY -20.94% (-$44.3M)
Microsoft Corp(MSFTcusip594918104)	390.9K	QoQ +0.31% (-1.2K) YoY -8.82% (-37.8K)	All Managers (Combined)	$146.7M	QoQ -10.65% (-$17.5M) YoY -18.64% (-$33.6M)
Alphabet Inc.(GOOGcusip02079K107)	914.9K	QoQ -1.45% (-13.5K) YoY -5.73% (-55.7K)	All Managers (Combined)	$142.9M	QoQ -19.15% (-$33.9M) YoY -3.27% (-$4.8M)
Visa Inc.(Vcusip92826C839)	397.0K	QoQ -1.44% (-5.8K) YoY -5.69% (-24.0K)	All Managers (Combined)	$139.1M	QoQ +9.29% (-$11.8M) YoY +18.42% (-$21.6M)
Godaddy Inc.(GDDYcusip380237107)	743.1K	QoQ -6.90% (-55.1K) YoY -17.08% (-153.1K)	All Managers (Combined)	$133.9M	QoQ -15.03% (-$23.7M) YoY +25.86% (-$27.5M)
American Express Co(AXPcusip025816109)	476.4K	QoQ -3.65% (-18.1K) YoY -22.70% (-139.9K)	All Managers (Combined)	$128.2M	QoQ -12.65% (-$18.6M) YoY -8.66% (-$12.2M)
General Electric Co(GEcusip369604301)	571.9K	QoQ -3.58% (-21.2K) YoY NEW(+571.9K)	All Managers (Combined)	$114.5M	QoQ +15.70% (-$15.5M) YoY NEW(+$114.5M)
Transdigm Group Inc(TDGcusip893641100)	82.6K	QoQ +0.92% (+757) YoY -2.25% (-1.9K)	All Managers (Combined)	$114.3M	QoQ +10.16% (+$10.5M) YoY +9.78% (-$10.2M)
Reinsurance Group Of America Inc(RGAcusip759351604)	578.6K	QoQ +2.22% (-12.6K) YoY -7.58% (-47.5K)	All Managers (Combined)	$113.9M	QoQ -5.78% (-$7.0M) YoY -5.66% (-$6.8M)
Mastercard Inc(MAcusip57636Q104)	207.3K	QoQ -1.24% (-2.6K) YoY -6.94% (-15.5K)	All Managers (Combined)	$113.6M	QoQ +2.80% (-$3.1M) YoY +5.91% (-$6.3M)
Morgan Stanley(MScusip617446448)	950.3K	QoQ -1.91% (-18.5K) YoY -8.51% (-88.5K)	All Managers (Combined)	$110.9M	QoQ -8.97% (-$10.9M) YoY +13.35% (-$13.1M)
Johnson & Johnson(JNJcusip478160104)	617.7K	QoQ +3.05% (+18.3K) YoY +13.28% (+72.4K)	All Managers (Combined)	$102.4M	QoQ +18.17% (+$15.8M) YoY +18.76% (+$16.2M)
Bristol Myers Squibb Co(BMYcusip110122108)	1.7M	QoQ -2.80% (-48.1K) YoY -5.82% (-103.1K)	All Managers (Combined)	$101.6M	QoQ +4.80% (-$4.7M) YoY +5.91% (-$5.7M)
(cusip641069406)✕	983.3K	QoQ +11.41% (+100.8K) YoY +25.55% (+200.2K)	All Managers (Combined)	$99.3M	QoQ +36.16% (+$26.4M) YoY +19.26% (+$16.0M)
Blackstone Inc.(BXcusip09260D107)	704.0K	QoQ -0.46% (-3.3K) YoY -13.37% (-108.7K)	All Managers (Combined)	$98.4M	QoQ -19.31% (-$23.6M) YoY -7.83% (-$8.4M)
American Tower Corp /Ma/(AMTcusip03027X100)	439.1K	QoQ +1.82% (+7.9K) YoY +20.35% (+74.3K)	All Managers (Combined)	$95.6M	QoQ +20.81% (+$16.5M) YoY +32.54% (+$23.5M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	187.2K	QoQ +2.56% (-4.7K) YoY +2.23% (-4.1K)	All Managers (Combined)	$93.1M	QoQ -1.89% (-$1.8M) YoY -12.47% (-$13.3M)
Delta Air Lines, Inc.(DALcusip247361702)	2.1M	QoQ -3.12% (-66.9K) YoY -12.70% (-302.2K)	All Managers (Combined)	$90.5M	QoQ -30.18% (-$39.1M) YoY -20.49% (-$23.3M)