Fund HoldingsDouglas Lane & Associates, LLC

Total Portfolio Value
$7.08B
Total Bought
$422.76M
Total Sold
$662.00M
Net Transaction
-$239.24M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
GENERAL ELECTRIC CO NEW0763,470+763,4700134,0121.89%+134,012
NVIDIA CORP(NVDA)0263,065+263,0650237,6953.36%+237,695
QUALCOMM INC(QCOM)1,289,1701,250,713-38,457186,453211,7462.99%+25,293
JPMORGAN CHASE & CO(JPM)873,754854,255-19,499148,626171,1072.42%+22,482
AMERICAN EXPRESS CO(AXP)632,322616,314-16,008118,459140,3281.98%+21,869
DISNEY WALT CO(DIS)641,992647,766+5,77457,96579,2611.12%+21,295
COMPAGNIE FINANCIERE RICHEMONT242,3751,510,918+1,268,5433,33323,0660.33%+19,732
GENERAL MOTORS CO(GM)2,518,8772,399,662-119,21590,478108,8251.54%+18,347
TRANSDIGM GROUP INC(TDG)85,50984,532-97786,501104,1101.47%+17,609
REINSURANCE GROUP AMERICA INC(RGA)642,917626,123-16,794104,011120,7671.71%+16,755
DELTA AIR LINES INC NEW(DAL)2,414,6492,377,735-36,91497,141113,8221.61%+16,681
RTX CORP(RTX)229,310366,021+136,71119,29435,6980.50%+16,404
INGERSOLL-RAND PLC SHS(IR)1,052,4061,019,322-33,08481,39396,7851.37%+15,392
BOEING CO(BA)64,351164,229+99,87816,77431,6950.45%+14,921
MERCK & CO INC(MRK)503,480527,245+23,76554,88969,5700.98%+14,681
XPO INC(XPO)547,125506,299-40,82647,92361,7840.87%+13,861
MICROSOFT CORP(MSFT)444,449428,730-15,719167,131180,3752.55%+13,245
GSK PLC SPONSORED ADR(GSK)02,220,551+2,220,551095,1951.35%+95,195
ORACLE CORP(ORCL)0609,370+609,370076,5431.08%+76,543
FERRARI N V
COM
120,762119,010-1,75240,86951,8810.73%+11,012
FREEPORT-MCMORAN INC CL B(FCX)1,348,7461,441,084+92,33857,41667,7600.96%+10,344
INTERNATIONAL FLAVORS & FRAGRA(IFF)891,909957,790+65,88172,21882,3601.16%+10,142
BANK OF AMERICA CORP2,785,1182,739,142-45,97693,775103,8681.47%+10,093
LOWE'S COS INC(LOW)313,256311,428-1,82869,71579,3301.12%+9,615
MASTERCARD INC CL A(MA)230,892222,728-8,16498,478107,2591.52%+8,781
GODADDY INC CL A(GDDY)920,367896,153-24,21497,706106,3551.50%+8,649
LAUDER ESTEE COS INC CL A(EL)148,154195,688+47,53421,66830,1650.43%+8,498
MODERNA INC(MRNA)0393,039+393,039041,8820.59%+41,882
SCHLUMBERGER LTD(SLB)0782,200+782,200042,8720.61%+42,872
PIONEER NATURAL RESOURCES CO0172,605+172,605045,3090.64%+45,309
THERMO FISHER SCIENTIFIC INC(TMO)185,911183,108-2,80398,679106,4241.50%+7,744
AIR PRODUCTS & CHEMICALS INC037,774+37,77409,1520.13%+9,152
ALPHABET INC CAP STK CL C(GOOG)995,140970,543-24,597140,245147,7752.09%+7,530
CITIGROUP INC NEW(C)674,992667,827-7,16534,72242,2330.60%+7,512
BRISTOL-MYERS SQUIBB CO(BMY)01,769,211+1,769,211095,9441.36%+95,944
TECK RESOURCES LTD CL B(TECK)663,366775,286+111,92028,04035,4930.50%+7,452
CLEVELAND-CLIFFS INC NEW(CLF)2,103,3142,214,119+110,80542,95050,3490.71%+7,399
RBC BEARINGS INC(RBC)8,94336,568+27,6252,5489,8860.14%+7,338
CHEVRON CORP NEW(CVX)0450,594+450,594071,0771.00%+71,077
PAYPAL HOLDINGS INC(PYPL)686,347731,147+44,80042,14948,9800.69%+6,831
AMAZON.COM INC(AMZN)246,045244,562-1,48337,38444,1140.62%+6,730
GE HEALTHCARE TECHNOLOGIES INC(GEHC)436,253440,413+4,16033,73140,0380.57%+6,307
MARATHON PETROLEUM CORP(MPC)0138,879+138,879027,9840.40%+27,984
VULCAN MATERIALS CO(VMC)145,597143,743-1,85433,05239,2300.55%+6,178
LAMB WESTON HOLDINGS INC(LW)570,227635,782+65,55561,63667,7300.96%+6,094
DANAHER CORP(DHR)0322,889+322,889080,6321.14%+80,632
INTERNATIONAL BUSINESS MACHINE(IBM)283,079271,882-11,19746,29851,9190.73%+5,621
VISA INC CL A(V)430,092421,000-9,092111,974117,4931.66%+5,518
CORPAY INC(CPAY)017,190+17,19005,3040.07%+5,304
ELANCO ANIMAL HEALTH INC(ELAN)3,927,2303,909,460-17,77058,51663,6460.90%+5,130
ALCOA CORP(AA)1,197,3171,351,720+154,40340,70945,6750.65%+4,966
JOHNSON & JOHNSON(JNJ)520,568545,254+24,68681,59486,2541.22%+4,660
UNITED AIRLINES HOLDINGS INC(UAL)494,346522,808+28,46220,39725,0320.35%+4,635
AIR LEASE CORP CL A
CL A
0889,427+889,427045,7520.65%+45,752
META PLATFORMS INC CL A(META)172,295134,426-37,86960,98565,2740.92%+4,289
APTIV PLC SHS(APTV)378,655479,055+100,40033,97338,1570.54%+4,184
ORGANON & CO(OGN)0488,304+488,30409,1800.13%+9,180
MARTIN MARIETTA MATERIALS INC(MLM)36,21835,810-40818,07021,9850.31%+3,916
EOG RESOURCES INC(EOG)0517,734+517,734066,1870.94%+66,187
WASTE CONNECTIONS INC(WCN)72,43484,585+12,15110,81214,5490.21%+3,737
HALEON PLC ADR(HLN)8,226,7948,401,876+175,08267,70771,3321.01%+3,625
HERSHEY CO(HSY)019,794+19,79403,8500.05%+3,850
SIMON PROPERTY GROUP INC NEW(SPG)256,953255,539-1,41436,65239,9890.57%+3,338
PEPSICO INC(PEP)138,395149,315+10,92023,50526,1320.37%+2,626
WORKDAY INC CL A(WDAY)33,59542,888+9,2939,27411,6980.17%+2,423
WHEATON PRECIOUS METAL(WPM)408,449477,433+68,98420,15322,5010.32%+2,349
ROPER TECHNOLOGIES INC(ROP)70,81873,007+2,18938,60840,9450.58%+2,337
NUCOR CORP(NUE)73,93476,494+2,56012,86715,1380.21%+2,271
FORD MOTOR CO(F)02,282,387+2,282,387030,3100.43%+30,310
UNITEDHEALTH GROUP INC(UNH)071,885+71,885035,5610.50%+35,561
INTUITIVE SURGICAL INC NEW038,029+38,029015,1770.21%+15,177
CVS HEALTH CORP(CVS)1,067,4161,084,256+16,84084,28386,4801.22%+2,197
CONSTELLATION BRANDS INC CL A(STZ)0237,926+237,926064,6590.91%+64,659
UNITED RENTALS INC(URI)18,09417,160-93410,37512,3740.17%+1,999
NORDSTROM INC1,242,8591,226,696-16,16322,93124,8650.35%+1,934
KENVUE INC(KVUE)392,231464,893+72,6628,4459,9770.14%+1,532
COCA COLA CO(KO)1,114,7991,098,084-16,71565,69567,1810.95%+1,486
VALERO ENERGY CORP NEW(VLO)033,247+33,24705,6750.08%+5,675
ECOLAB INC(ECL)45,54544,559-9869,03410,2890.15%+1,255
CF INDUSTRIES HOLDINGS INC(CF)46,88859,584+12,6963,7284,9580.07%+1,230
HOME DEPOT INC(HD)29,41729,676+25910,19411,3840.16%+1,189
ZIMMER BIOMET HOLDINGS INC(ZBH)0515,353+515,353068,0160.96%+68,016
PRUDENTIAL FINANCIAL INC(PFH)822,009734,619-87,39085,25186,2441.22%+994
KYNDRYL HOLDINGS INC(KD)1,185,0931,177,181-7,91224,62625,6150.36%+989
EQUINIX INC(EQIX)94,97693,760-1,21676,49277,3831.09%+891
ALCON INC ORD SHS(ALC)96,437100,959+4,5227,5348,4090.12%+875
TRUIST FINANCIAL CORP(TFC)1,515,4291,457,732-57,69755,95056,8220.80%+873
BERKSHIRE HATHAWAY INC CL B NE016,994+16,99407,1460.10%+7,146
MORGAN STANLEY NEW(MS)1,040,4151,038,765-1,65097,01997,8101.38%+791
THE CIGNA GROUP(CI)01,785+1,78506480.01%+648
EXXON MOBIL CORP028,506+28,50603,3130.05%+3,313
INTUIT INC(INTU)01,509+1,50909810.01%+981
EDISON INTERNATIONAL(EIX)556,203569,349+13,14639,76340,2700.57%+507
NEW YORK TIMES CO CL A(NYT)68,25588,822+20,5673,3443,8390.05%+495
AUTODESK INC119,208113,125-6,08329,02529,4600.42%+435
DOMINOS PIZZA INC(DPZ)2,7073,115+4081,1161,5480.02%+432
LILLY ELI & CO(LLY)02,945+2,94502,2910.03%+2,291
PHILLIPS 66(PSX)01,961+1,96103200.00%+320
DIAGEO P L C SPON ADR NEW(DEO)0467,587+467,587069,5490.98%+69,549
HARTFORD FINANCIAL SERVICES GR(HIG)02,762+2,76202850.00%+285
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