Fund HoldingsDouglas Lane & Associates, LLC

Total Portfolio Value
$7.04B
Total Bought
$576.17M
Total Sold
$496.40M
Net Transaction
+$79.77M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
GE AEROSPACE NEW(GE)0687,195+687,1950109,2431.55%+109,243
NVIDIA CORP(NVDA)263,0652,381,800+2,118,735237,695294,2484.18%+56,553
EXXON MOBIL CORP28,506435,781+407,2753,31350,1670.71%+46,854
AIR PRODUCTS & CHEMICALS INC37,774173,060+135,2869,15244,6580.63%+35,507
BOEING CO(BA)164,229364,802+200,57331,69566,3980.94%+34,703
ALPHABET INC CAP STK CL C(GOOG)970,543953,591-16,952147,775174,9082.48%+27,133
HERSHEY CO(HSY)19,794167,085+147,2913,85030,7150.44%+26,865
QUALCOMM INC(QCOM)1,250,7131,177,429-73,284211,746234,5203.33%+22,775
GE VERNOVA INC(GEV)098,524+98,524016,8980.24%+16,898
GODADDY INC CL A(GDDY)896,153881,377-14,776106,355123,1371.75%+16,782
RXO INC(RXO)02,698,525+2,698,525070,5661.00%+70,566
RBC BEARINGS INC(RBC)36,56881,862+45,2949,88622,0850.31%+12,199
COMPAGNIE FINANCIERE RICHEMONT1,510,9182,164,590+653,67223,06633,7840.48%+10,719
ALCOA CORP(AA)1,351,7201,394,738+43,01845,67555,4830.79%+9,808
CHARTER COMMUNICATIONS INC NEW(CHTR)0250,867+250,867074,9991.07%+74,999
INTERNATIONAL FLAVORS & FRAGRA(IFF)957,790958,824+1,03482,36091,2901.30%+8,929
ORACLE CORP(ORCL)609,370603,605-5,76576,54385,2291.21%+8,686
WORKDAY INC CL A(WDAY)42,88883,740+40,85211,69818,7210.27%+7,023
UNITEDHEALTH GROUP INC(UNH)71,88583,597+11,71235,56142,5720.60%+7,011
APPLE INC(AAPL)0191,127+191,127040,2550.57%+40,255
MICROSOFT CORP(MSFT)428,730418,220-10,510180,375186,9232.65%+6,548
ALPHABET INC CAP STK CL A(GOOG)0247,081+247,081045,0060.64%+45,006
MODERNA INC(MRNA)393,039404,200+11,16141,88247,9990.68%+6,117
AMERICAN TOWER CORP NEW(AMT)0399,615+399,615077,6771.10%+77,677
NESTLE S A SPON ADR0861,051+861,051087,8871.25%+87,887
HEALTHPEAK PROPERTIES INC(DOC)0236,286+236,28604,6310.07%+4,631
ROPER TECHNOLOGIES INC(ROP)73,00779,777+6,77040,94544,9670.64%+4,022
RTX CORP(RTX)366,021394,495+28,47435,69839,6030.56%+3,905
TECK RESOURCES LTD CL B(TECK)775,286820,043+44,75735,49339,2800.56%+3,787
PEPSICO INC(PEP)149,315181,359+32,04426,13229,9120.42%+3,780
APTIV PLC SHS(APTV)479,055595,136+116,08138,15741,9090.60%+3,753
WHEATON PRECIOUS METAL(WPM)477,433498,567+21,13422,50126,1350.37%+3,633
FREEPORT-MCMORAN INC CL B(FCX)1,441,0841,462,913+21,82967,76071,0981.01%+3,338
AMAZON.COM INC(AMZN)244,562245,267+70544,11447,3980.67%+3,284
LAMB WESTON HOLDINGS INC(LW)635,782840,166+204,38467,73070,6411.00%+2,911
TRANSDIGM GROUP INC(TDG)84,53283,732-800104,110106,9771.52%+2,867
WASTE CONNECTIONS INC(WCN)84,58598,663+14,07814,54917,3020.25%+2,752
KYNDRYL HOLDINGS INC(KD)1,177,1811,077,267-99,91425,61528,3430.40%+2,727
MORGAN STANLEY NEW(MS)1,038,7651,031,403-7,36297,810100,2421.42%+2,432
INTUITIVE SURGICAL INC NEW38,02939,388+1,35915,17717,5220.25%+2,345
NEW YORK TIMES CO CL A(NYT)88,822114,230+25,4083,8395,8500.08%+2,011
ORGANON & CO(OGN)488,304527,888+39,5849,18010,9270.16%+1,747
AUTODESK INC113,125126,070+12,94529,46031,1960.44%+1,736
COCA COLA CO(KO)1,098,0841,079,696-18,38867,18168,7230.98%+1,542
NOVARTIS A G SPON ADR(NVS)0177,302+177,302018,8760.27%+18,876
VERISIGN INC0116,498+116,498020,7130.29%+20,713
REINSURANCE GROUP AMERICA INC(RGA)626,123594,612-31,511120,767122,0561.73%+1,289
SHELL PLC(SHEL)0806,703+806,703058,2280.83%+58,228
CF INDUSTRIES HOLDINGS INC(CF)59,58480,996+21,4124,9586,0030.09%+1,045
NORDSTROM INC1,226,6961,218,419-8,27724,86525,8550.37%+990
ALCON INC ORD SHS(ALC)100,959104,021+3,0628,4099,2660.13%+857
GRAIL INC(GRAL)041,287+41,28706350.01%+635
EDISON INTERNATIONAL(EIX)569,349565,484-3,86540,27040,6070.58%+337
AMGEN INC(AMGN)014,401+14,40104,5000.06%+4,500
AT&T INC(T)0318,809+318,80906,0920.09%+6,092
APPLIED MATERIALS INC0875+87502060.00%+206
ZOETIS INC CL A(ZTS)08,175+8,17501,4170.02%+1,417
L3HARRIS TECHNOLOGIES INC(LHX)0899+89902020.00%+202
SNAP INC CL A(SNAP)011,267+11,26701870.00%+187
GOLDMAN SACHS GROUP INC(GS)01,386+1,38606270.01%+627
VERISK ANALYTICS INC(VRSK)05,010+5,01001,3500.02%+1,350
WALMART INC(WMT)026,156+26,15601,7710.03%+1,771
FEDEX CORP(FDX)08,910+8,91002,6720.04%+2,672
COSTCO WHOLESALE CORP NEW(COST)05,251+5,25104,4630.06%+4,463
ECOLAB INC(ECL)44,55943,815-74410,28910,4280.15%+139
COLGATE PALMOLIVE CO(CL)021,309+21,30902,0680.03%+2,068
EXPEDITORS INTL INC(EXPD)0133,119+133,119016,6120.24%+16,612
STRYKER CORP(SYK)0864+86402940.00%+294
INTUIT INC(INTU)1,5091,627+1189811,0690.02%+88
LILLY ELI & CO(LLY)2,9452,622-3232,2912,3740.03%+83
NOVO-NORDISK A S ADR(NVO)04,805+4,80506860.01%+686
PROCTER AND GAMBLE CO(PG)020,912+20,91203,4490.05%+3,449
PHILIP MORRIS INTERNATIONAL IN(PM)05,044+5,04405110.01%+511
NETFLIX INC(NFLX)0485+48503270.00%+327
KKR & CO INC(KKR)08,590+8,59009040.01%+904
TENCENT HOLDINGS LTD UNSPONSOR0133,636+133,63606,3740.09%+6,374
BROADCOM INC(AVGO)0404+40406490.01%+649
OTIS WORLDWIDE CORP(OTIS)03,396+3,39603270.00%+327
NEXTERA ENERGY INC(NEE)07,532+7,53205330.01%+533
UNILEVER PLC SPON ADR NEW(UL)07,744+7,74404260.01%+426
KIMBERLY CLARK CORP(KMB)03,167+3,16704380.01%+438
WELLS FARGO CO NEW(WFC)011,573+11,57306870.01%+687
BECTON DICKINSON & CO(BDX)01,745+1,74504080.01%+408
CARRIER GLOBAL CORP(CARR)05,555+5,55503500.00%+350
STERLING INFRASTRUCTURE INC(STRL)02,024+2,02402400.00%+240
QURATE RETAIL INC023,690+23,6900150.00%+15
MARSH & MCLENNAN COS INC(MRSH)04,833+4,83301,0180.01%+1,018
GENERAL DYNAMICS CORP(GD)0995+99502890.00%+289
MONDELEZ INTL INC CL A(MDLZ)014,040+14,04009190.01%+919
TEXAS INSTRUMENTS INC(TXN)01,888+1,88803670.01%+367
LAMAR ADVERTISING CO NEW CL A(LAMR)012,979+12,97901,5510.02%+1,551
HARTCOURT COMPANIES INC NEW010,000+10,000000
SOLUCORP INDUSTRIES LTD017,000+17,000000
ZIONS BANCORPORATION N A(ZION)05,710+5,71002480.00%+248
LIQUIDMETAL TECHNOLOGIES INC010,000+10,000010.00%+1
ALLAKOS INC010,051+10,0510100.00%+10
BLACKROCK INC(BLK)0277+27702180.00%+218
WORKHORSE GROUP INC NEW000000
BROOKFIELD CORP CL A LTD VT SH(BN)08,776+8,77603650.01%+365
AMERICAN ELECTRIC POWER CO INC02,476+2,47602170.00%+217
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