Fund HoldingsDouglas Lane & Associates, LLC

Total Portfolio Value
$7.37B
Total Bought
$352.17M
Total Sold
$756.67M
Net Transaction
-$404.51M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ALPHABET INC CAP STK CL C(GOOG)0767,460+767,4600271,1673.68%+271,167
RXO INC(RXO)3,506,5263,346,342-160,18451,26592,3261.25%+41,060
DELTA AIR LINES INC NEW(DAL)01,536,719+1,536,7190143,9291.95%+143,929
NVIDIA CORP(NVDA)01,504,940+1,504,9400301,1234.09%+301,123
QUALCOMM INC(QCOM)0840,758+840,7580155,3642.11%+155,364
MODERNA INC(MRNA)1,311,4801,343,479+31,99966,62394,0841.28%+27,461
MORGAN STANLEY NEW(MS)0731,365+731,3650152,8852.07%+152,885
WILLSCOT HOLDINGS CORP(WSC)01,719,204+1,719,204049,6160.67%+49,616
GE AEROSPACE NEW(GE)0347,003+347,0030129,6851.76%+129,685
AMAZON.COM INC(AMZN)0531,483+531,4830126,6741.72%+126,674
ILLUMINA INC(ILMN)0324,679+324,679057,0880.77%+57,088
HONEYWELL AEROSPACE INC071,795+71,795015,8720.22%+15,872
HONEYWELL INTL INC070,432+70,432015,7700.21%+15,770
TRANSDIGM GROUP INC(TDG)083,069+83,0690110,6521.50%+110,652
NIKE INC CL B(NKE)457,838964,813+506,97524,18339,6060.54%+15,423
UNITED AIRLINES HOLDINGS INC(UAL)0365,512+365,512049,7060.67%+49,706
JPMORGAN CHASE & CO(JPM)0581,483+581,4830190,3372.58%+190,337
STRYKER CORP(SYK)044,349+44,349013,9630.19%+13,963
VISA INC CL A(V)0343,701+343,7010117,9201.60%+117,920
HEALTHPEAK PROPERTIES INC(DOC)2,965,1592,849,136-116,02348,71860,9720.83%+12,254
LAMB WESTON HOLDINGS INC(LW)1,430,6291,682,355+251,72660,45872,6440.99%+12,186
COMPAGNIE FINANCIERE RICHEMONT02,453,115+2,453,115056,6910.77%+56,691
US BANCORP DEL NEW(USB)01,431,511+1,431,511086,4631.17%+86,463
VERSIGENT PLC0261,914+261,914011,0030.15%+11,003
SYNOPSYS INC(SNPS)62,51079,872+17,36224,78435,6290.48%+10,845
S&P GLOBAL INC(SPGI)1,95228,352+26,40083011,5470.16%+10,716
BOEING CO(BA)0426,171+426,171092,2531.25%+92,253
NUCOR CORP(NUE)243,977232,647-11,33041,25751,8220.70%+10,566
WASTE CONNECTIONS INC(WCN)0326,832+326,832054,4800.74%+54,480
UNITEDHEALTH GROUP INC(UNH)074,671+74,671031,0360.42%+31,036
FLOOR & DECOR HLDGS INC CL A(FND)0169,835+169,835010,0810.14%+10,081
FERRARI N V
COM
127,897143,116+15,21943,28753,2810.72%+9,994
ALPHABET INC CAP STK CL A(GOOG)0156,824+156,824056,0440.76%+56,044
MONDELEZ INTL INC CL A(MDLZ)147,353281,756+134,4038,49316,2970.22%+7,803
CITIGROUP INC NEW(C)0415,680+415,680058,1790.79%+58,179
TECK RESOURCES LTD CL B(TECK)1,155,6851,118,116-37,56959,80766,4830.90%+6,677
APPLE INC(AAPL)0165,274+165,274047,8240.65%+47,824
AMERICAN EXPRESS CO(AXP)0276,536+276,536093,5381.27%+93,538
MACYS INC(M)01,207,974+1,207,974028,4480.39%+28,448
LAUDER ESTEE COS INC CL A(EL)0526,473+526,473041,5650.56%+41,565
NESTLE S A SPON ADR1,004,3621,004,276-8698,018103,1291.40%+5,112
IHEARTMEDIA INC CL A03,769,079+3,769,079016,1690.22%+16,169
ROPER TECHNOLOGIES INC(ROP)0182,369+182,369061,7120.84%+61,712
VERISK ANALYTICS INC(VRSK)132,308167,819+35,51125,10530,1290.41%+5,023
SMUCKER J M CO NEW(SJM)0279,529+279,529031,4470.43%+31,447
VULCAN MATERIALS CO(VMC)0168,858+168,858049,8150.68%+49,815
EQUINIX INC(EQIX)111,075109,050-2,025108,880113,6721.54%+4,792
BANK OF AMERICA CORP01,202,334+1,202,334068,5090.93%+68,509
UNITED RENTALS INC(URI)012,171+12,171013,7880.19%+13,788
CISCO SYSTEMS INC(CSCO)0127,304+127,304014,9530.20%+14,953
TRUIST FINANCIAL CORP(TFC)01,193,173+1,193,173059,4440.81%+59,444
DANAHER CORP(DHR)0459,416+459,416087,5101.19%+87,510
JOHNSON & JOHNSON(JNJ)672,703663,667-9,036164,435168,5522.29%+4,116
FREEPORT-MCMORAN INC CL B(FCX)1,525,2531,489,078-36,17589,65493,6481.27%+3,994
ANHEUSER BUSCH INBEV SA/NV SPO(BUD)769,240695,036-74,20453,36257,2710.78%+3,909
SIMON PROPERTY GROUP INC NEW(SPG)0175,267+175,267039,1980.53%+39,198
THERMO FISHER SCIENTIFIC INC(TMO)0221,679+221,6790111,1411.51%+111,141
DIAGEO P L C SPON ADR NEW(DEO)0498,271+498,271040,0510.54%+40,051
HNI CORP(HNI)0206,841+206,84108,3580.11%+8,358
MICRON TECHNOLOGY INC(MU)03,386+3,38603,9080.05%+3,908
COCA COLA CO(KO)968,835948,409-20,42673,68077,0771.05%+3,397
MERCK & CO INC(MRK)561,892552,155-9,73767,59070,9520.96%+3,362
STANLEY BLACK & DECKER INC(SWK)112,302119,555+7,2537,98011,2530.15%+3,272
GRAIL INC(GRAL)0162,340+162,340011,0830.15%+11,083
RBC BEARINGS INC(RBC)135,909118,803-17,10673,81576,5161.04%+2,701
EXPEDITORS INTL INC(EXPD)0151,064+151,064024,6200.33%+24,620
BLACKSTONE INC(BX)0612,836+612,836072,1120.98%+72,112
MASTERCARD INC CL A(MA)0175,065+175,065089,9131.22%+89,913
MILLERKNOLL INC(MLKN)0427,148+427,14808,7390.12%+8,739
MEDLINE INC054,765+54,76502,1600.03%+2,160
KIMCO REALTY CORP(KIM)0959,216+959,216024,3160.33%+24,316
INTERNATIONAL BUSINESS MACHINE(IBM)0131,789+131,789037,0600.50%+37,060
CLEVELAND-CLIFFS INC NEW(CLF)02,307,862+2,307,862021,6710.29%+21,671
ADVANCED MICRO DEVICES(AMD)03,018+3,01801,7530.02%+1,753
INGERSOLL-RAND PLC SHS(IR)0834,963+834,963068,4590.93%+68,459
CATERPILLAR INC(CAT)2,9693,039+702,1033,2360.04%+1,133
GODADDY INC CL A(GDDY)0676,241+676,241057,3990.78%+57,399
DISNEY WALT CO(DIS)0587,360+587,360056,5330.77%+56,533
GE VERNOVA INC(GEV)7,5016,439-1,0626,5487,5650.10%+1,017
HOME DEPOT INC(HD)028,461+28,461010,0380.14%+10,038
LILLY ELI & CO(LLY)02,861+2,86103,4320.05%+3,432
AIR PRODUCTS & CHEMICALS INC345,853345,914+61100,467101,4151.38%+948
INTUITIVE SURGICAL INC NEW39,85248,399+8,54718,37119,2470.26%+876
APPLIED MATERIALS INC01,820+1,82001,3160.02%+1,316
ECOLAB INC(ECL)033,563+33,56309,3510.13%+9,351
COSTAR GROUP INC(CSGP)01,168,859+1,168,859033,1020.45%+33,102
REINSURANCE GROUP AMERICA INC(RGA)0526,816+526,8160112,0271.52%+112,027
LAM RESEARCH CORP(LRCX)2,3562,480+1245031,0750.01%+571
FEDEX FGHT HLDG CO INC03,612+3,61205450.01%+545
INTEL CORP(INTC)5,6365,541-952497740.01%+525
MARTIN MARIETTA MATERIALS INC(MLM)043,704+43,704025,2040.34%+25,204
UBER TECHNOLOGIES INC(UBER)0227,103+227,103016,3880.22%+16,388
ABBVIE INC(ABBV)09,961+9,96102,5060.03%+2,506
BROADCOM INC(AVGO)03,912+3,91201,4780.02%+1,478
MARATHON PETROLEUM CORP(MPC)112,822109,425-3,39727,54927,9770.38%+428
PALO ALTO NETWORKS INC(PANW)01,150+1,15003920.01%+392
ASML HOLDING N V N Y REGISTRY
N Y REGISTRY SHS
0179+17903560.00%+356
LAMAR ADVERTISING CO NEW CL A(LAMR)011,649+11,64901,8170.02%+1,817
KLA CORP(KLAC)02,018+2,01806090.01%+609
FLEX LTD ORD(FLEX)01,969+1,96903190.00%+319
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