Fund Holdings — Douglas Lane & Associates, LLC

Total Portfolio Value
$6.93B
Total Bought
$415.75M
Total Sold
$675.45M
Net Transaction
-$259.70M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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MODERNA INC(MRNA)1,291,4651,311,480+20,01538,08566,6230.96%+28,538
CHEVRON CORP NEW(CVX)493,061484,737-8,32475,147100,2921.45%+25,145
JOHNSON & JOHNSON(JNJ)680,227672,703-7,524140,773164,4352.37%+23,663
EQUINIX INC(EQIX)112,030111,075-95585,833108,8801.57%+23,047
EXXON MOBIL CORP473,868461,527-12,34157,02578,3031.13%+21,277
AIR PRODUCTS & CHEMICALS INC336,847345,853+9,00683,208100,4671.45%+17,259
INTUITIVE SURGICAL INC NEW6,01039,852+33,8421,11518,3710.26%+17,256
EOG RESOURCES INC(EOG)473,051457,393-15,65849,67566,1250.95%+16,450
SLB LIMITED(SLB)1,280,2101,230,656-49,55449,13463,2430.91%+14,109
XPO INC(XPO)256,876244,499-12,37734,91247,5670.69%+12,655
HERSHEY CO(HSY)388,518396,307+7,78970,70382,3881.19%+11,686
FREEPORT-MCMORAN INC CL B(FCX)1,542,0471,525,253-16,79478,32189,6541.29%+11,334
BRISTOL-MYERS SQUIBB CO(BMY)1,572,2461,574,502+2,25684,80795,4941.38%+10,687
NIKE INC CL B(NKE)223,296457,838+234,54214,22624,1830.35%+9,957
LAMB WESTON HOLDINGS INC(LW)1,213,8841,430,629+216,74550,85060,4580.87%+9,609
PEPSICO INC(PEP)479,629504,616+24,98768,83678,3621.13%+9,526
MARATHON PETROLEUM CORP(MPC)113,725112,822-90318,49527,5490.40%+9,054
RBC BEARINGS INC(RBC)144,743135,909-8,83464,90773,8151.06%+8,908
RXO INC(RXO)3,406,7433,506,526+99,78343,06151,2650.74%+8,204
MERCK & CO INC(MRK)565,829561,892-3,93759,55967,5900.97%+8,031
MONDELEZ INTL INC CL A(MDLZ)19,805147,353+127,5481,0668,4930.12%+7,427
CF INDUSTRIES HOLDINGS INC(CF)112,848111,393-1,4558,72814,4630.21%+5,736
COCA COLA CO(KO)981,143968,835-12,30868,59273,6801.06%+5,088
CHARTER COMMUNICATIONS INC NEW(CHTR)127,219145,426+18,20726,55731,3950.45%+4,838
HONEYWELL INTERNATIONAL INC(HON)72,78383,270+10,48714,19918,8210.27%+4,622
GSK PLC SPONSORED ADR(GSK)1,044,7901,009,401-35,38951,23755,7090.80%+4,472
VERSANT MEDIA GROUP INC(VSNT)0118,175+118,17504,3750.06%+4,375
WHEATON PRECIOUS METAL(WPM)430,528419,168-11,36050,59654,9150.79%+4,320
APA CORP(APA)289,734266,354-23,3807,08711,3040.16%+4,217
TECK RESOURCES LTD CL B(TECK)1,165,9171,155,685-10,23255,83659,8070.86%+3,971
HEALTHPEAK PROPERTIES INC(DOC)2,801,8532,965,159+163,30645,05448,7180.70%+3,664
SHELL PLC(SHEL)252,645238,420-14,22518,56422,1730.32%+3,609
INTERNATIONAL FLAVORS & FRAGRA(IFF)565,500571,149+5,64938,10941,4370.60%+3,328
NESTLE S A SPON ADR957,5761,004,362+46,78695,17198,0181.41%+2,846
VALERO ENERGY CORP NEW(VLO)30,88730,882-55,0287,6300.11%+2,602
ANHEUSER BUSCH INBEV SA/NV SPO(BUD)797,686769,240-28,44651,08453,3620.77%+2,278
ZOETIS INC CL A(ZTS)401,246446,316+45,07050,48552,7590.76%+2,274
SYNOPSYS INC(SNPS)48,73062,510+13,78022,88924,7840.36%+1,895
ZIMMER BIOMET HOLDINGS INC(ZBH)460,178475,090+14,91241,37942,9580.62%+1,578
GE VERNOVA INC(GEV)7,8977,501-3965,1616,5480.09%+1,386
NOVARTIS A G SPON ADR(NVS)151,029145,118-5,91120,82222,1670.32%+1,344
MARSH(MRSH)06,033+6,03301,0460.02%+1,046
RTX CORP(RTX)180,270175,024-5,24633,06133,7620.49%+701
ALCON INC ORD SHS(ALC)290,024312,163+22,13922,85723,5210.34%+665
COSTCO WHOLESALE CORP NEW(COST)4,2354,211-243,6524,1960.06%+544
FEDEX CORP(FDX)7,8337,803-302,2632,7790.04%+517
FERRARI N V
COM
116,017127,897+11,88042,87543,2870.62%+411
EDISON INTERNATIONAL(EIX)76,55168,304-8,2474,5954,9980.07%+404
CATERPILLAR INC(CAT)2,9712,969-21,7022,1030.03%+401
AMGEN INC(AMGN)13,03613,192+1564,2674,6420.07%+375
WALMART INC(WMT)26,42426,313-1112,9443,2700.05%+326
NUCOR CORP(NUE)250,987243,977-7,01040,93841,2570.59%+318
MCKESSON CORP(MCK)0258+25802240.00%+224
PNC FINANCIAL SERVICES GROUP I(PNC)01,054+1,05402190.00%+219
ROIVANT SCIENCES LTD SHS(ROIV)07,886+7,88602180.00%+218
CORNING INC(GLW)01,600+1,60002180.00%+218
SOLSTICE ADVANCED MATLS INC13,09711,137-1,9606368480.01%+212
WELLTOWER INC(WELL)01,026+1,02602030.00%+203
MCDONALDS CORP(MCD)1,6892,191+5025166810.01%+165
VERIZON COMMUNICATIONS INC(VZ)12,86913,482+6135246770.01%+153
PHILLIPS 66(PSX)2,2902,448+1582964460.01%+150
CONOCOPHILLIPS(COP)3,1593,15902964170.01%+121
COLGATE PALMOLIVE CO(CL)17,95917,937-221,4191,5290.02%+110
NEXTERA ENERGY INC(NEE)7,8597,854-56317290.01%+99
AT&T INC(T)35,48533,705-1,7808819770.01%+96
LINDE PLC SHS(LIN)798871+733404320.01%+92
WILLIAMS COS INC(WMB)6,9626,942-204185050.01%+87
PFIZER INC(PFE)36,85935,653-1,2069181,0010.01%+83
CLEARWAY ENERGY INC CL C(CWEN)12,50012,50004164910.01%+75
AKAMAI TECHNOLOGIES INC(AKAM)2,6002,60002272990.00%+72
L3HARRIS TECHNOLOGIES INC(LHX)9371,004+672753470.00%+71
TARGET CORP(TGT)3,0383,03802973680.01%+71
WABTEC CORP(WAB)1,8501,85003954620.01%+67
CORTEVA INC(CTVA)5,3305,051-2793574230.01%+66
STARBUCKS CORP(SBUX)14,51614,358-1581,2221,2860.02%+64
DEERE & CO(DE)55255202573110.00%+54
VERISK ANALYTICS INC(VRSK)112,011132,308+20,29725,05625,1050.36%+50
AMERICAN ELECTRIC POWER CO INC2,8022,839+373233720.01%+49
KINDER MORGAN INC(KMI)10,53810,038-5002903370.00%+47
INTEL CORP(INTC)5,5075,636+1292032490.00%+46
NETFLIX INC(NFLX)4,8175,167+3504524970.01%+45
DUKE ENERGY CORP NEW(DUK)4,1744,079-954895340.01%+45
TEXAS INSTRUMENTS INC(TXN)1,3331,418+852312750.00%+44
STANLEY BLACK & DECKER INC(SWK)106,850112,302+5,4527,9377,9800.12%+43
HUBBELL INC(HUBB)92592504114540.01%+43
PUBLIC SERVICES ENTERPRISE GRO(PEG)2,5643,040+4762062460.00%+40
ENTERPRISE PRODUCTS PARTNERS L(EPD)15,38214,042-1,3404935310.01%+38
GILEAD SCIENCES INC(GILD)1,7151,781+662112480.00%+38
CHUBB LIMITED
COM
18,99818,308-6905,9305,9670.09%+37
TAIWAN SEMICONDUCTOR MFG LTD S(TSM)1,0221,02203113460.00%+35
KIMBERLY CLARK CORP(KMB)2,9303,395+4652963280.00%+32
UNION PACIFIC CORP(UNP)2,5862,58605986270.01%+29
GENERAL DYNAMICS CORP(GD)931982+513143370.00%+24
BROOKFIELD RENEWABLE CORP(BEPC)13,81513,81505305500.01%+21
ALTRIA GROUP INC(MO)3,6813,501-1802122310.00%+19
CUMMINS INC(CMI)57557502943090.00%+16
CARRIER GLOBAL CORP(CARR)3,9063,90602062200.00%+14
LAM RESEARCH CORP(LRCX)2,8662,356-5104915030.01%+13
S&P GLOBAL INC(SPGI)1,5671,952+3858198300.01%+11
TRANE TECHNOLOGIES PLC SHS(TT)759729-302953040.00%+8
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Douglas Lane & Associates, LLC — 13F Holdings — Q1 2026 | TickerTrail