Fund HoldingsDouglas Lane & Associates, LLC

Total Portfolio Value
$6.90B
Total Bought
$178.15M
Total Sold
$708.33M
Net Transaction
-$530.18M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORP(NVDA)01,791,147+1,791,1470282,9834.10%+282,983
ORACLE CORP(ORCL)0533,849+533,8490116,7151.69%+116,715
MICROSOFT CORP(MSFT)0362,141+362,1410180,1332.61%+180,133
AMAZON.COM INC(AMZN)0367,530+367,530080,6321.17%+80,632
JPMORGAN CHASE & CO(JPM)746,805701,037-45,768183,191203,2382.95%+20,046
META PLATFORMS INC CL A(META)0109,133+109,133080,5501.17%+80,550
GE AEROSPACE NEW(GE)571,884509,850-62,034114,463131,2301.90%+16,768
MORGAN STANLEY NEW(MS)0896,454+896,4540126,2751.83%+126,275
SALESFORCE INC(CRM)0201,589+201,589054,9710.80%+54,971
INTUIT INC(INTU)34,05844,880+10,82220,91135,3480.51%+14,437
ALPHABET INC CAP STK CL C(GOOG)0885,528+885,5280157,0842.28%+157,084
DISNEY WALT CO(DIS)0595,670+595,670073,8691.07%+73,869
BOEING CO(BA)0406,297+406,297085,1311.23%+85,131
ELANCO ANIMAL HEALTH INC(ELAN)03,512,675+3,512,675050,1610.73%+50,161
RBC BEARINGS INC(RBC)151,651145,997-5,65448,79756,1800.81%+7,383
AMERICAN EXPRESS CO(AXP)0424,572+424,5720135,4301.96%+135,430
ZOETIS INC CL A(ZTS)172,552226,847+54,29528,41135,3770.51%+6,966
KYNDRYL HOLDINGS INC(KD)0871,862+871,862036,5830.53%+36,583
CITIGROUP INC NEW(C)0564,770+564,770048,0730.70%+48,073
DELTA AIR LINES INC NEW(DAL)01,966,588+1,966,588096,7171.40%+96,717
FREEPORT-MCMORAN INC CL B(FCX)1,598,3931,538,013-60,38060,51566,6730.97%+6,158
TECK RESOURCES LTD CL B(TECK)01,037,976+1,037,976041,9130.61%+41,913
LAUDER ESTEE COS INC CL A(EL)0504,284+504,284040,7460.59%+40,746
FERRARI N V
COM
0107,626+107,626052,8160.77%+52,816
VULCAN MATERIALS CO(VMC)0155,363+155,363040,5220.59%+40,522
MARTIN MARIETTA MATERIALS INC(MLM)041,558+41,558022,8140.33%+22,814
APTIV PLC(APTV)1,055,729999,159-56,57062,81668,1630.99%+5,347
CANADIAN PACIFIC KANSAS CITY(CP)64,464122,080+57,6164,5269,6770.14%+5,151
PEPSICO INC(PEP)235,349305,799+70,45035,28840,3780.59%+5,089
ILLUMINA INC(ILMN)0288,695+288,695027,5440.40%+27,544
GRAIL INC(GRAL)169,982168,646-1,3364,3418,6720.13%+4,330
GXO LOGISTICS INC(GXO)0480,301+480,301023,3910.34%+23,391
INTERNATIONAL BUSINESS MACHINE(IBM)199,909182,892-17,01749,70953,9130.78%+4,203
UNITED AIRLINES HOLDINGS INC(UAL)0433,640+433,640034,5310.50%+34,531
WHEATON PRECIOUS METAL(WPM)514,554491,100-23,45439,94544,1010.64%+4,156
NUCOR CORP(NUE)231,471246,846+15,37527,85531,9760.46%+4,121
AUTODESK INC0103,811+103,811032,1370.47%+32,137
UBER TECHNOLOGIES INC(UBER)297,188269,228-27,96021,65325,1190.36%+3,466
XPO INC(XPO)0295,777+295,777037,3540.54%+37,354
COMPAGNIE FINANCIERE RICHEMONT2,838,5492,791,128-47,42149,07152,4040.76%+3,333
ANHEUSER BUSCH INBEV SA/NV SPO(BUD)1,030,855970,173-60,68263,45966,6700.97%+3,211
TRANSDIGM GROUP INC(TDG)82,62477,171-5,453114,293117,3501.70%+3,057
DIAGEO P L C SPON ADR NEW(DEO)0419,290+419,290042,2810.61%+42,281
WILLSCOT HOLDINGS CORP(WSC)01,270,549+1,270,549034,8130.50%+34,813
COSTAR GROUP INC(CSGP)556,751584,311+27,56044,11146,9790.68%+2,867
PAYPAL HOLDINGS INC(PYPL)0724,668+724,668053,8570.78%+53,857
MARATHON PETROLEUM CORP(MPC)119,233118,944-28917,37119,7580.29%+2,387
US BANCORP DEL NEW(USB)01,407,019+1,407,019063,6680.92%+63,668
CF INDUSTRIES HOLDINGS INC(CF)0124,425+124,425011,4470.17%+11,447
INTUITIVE SURGICAL INC NEW037,703+37,703020,4880.30%+20,488
FORD MOTOR CO(F)2,082,9342,067,188-15,74620,89222,4290.33%+1,537
WARNER BROS. DISCOVERY INC(WBD)1,757,2891,778,592+21,30318,85620,3830.30%+1,527
WORKDAY INC CL A(WDAY)0254,359+254,359061,0460.88%+61,046
UNITED RENTALS INC(URI)013,945+13,945010,5060.15%+10,506
NOVARTIS A G SPON ADR(NVS)169,475165,271-4,20418,89319,9990.29%+1,106
GE VERNOVA INC(GEV)013,920+13,92007,3660.11%+7,366
STRATASYS LTD SHS586,893581,608-5,2855,7466,6710.10%+925
MODERNA INC(MRNA)0930,165+930,165025,6630.37%+25,663
ROBLOX CORP CL A(RBLX)029,962+29,96203,1520.05%+3,152
CISCO SYSTEMS INC(CSCO)0143,968+143,96809,9890.14%+9,989
STERLING INFRASTRUCTURE INC(STRL)01,600+1,60003690.01%+369
BROADCOM INC(AVGO)03,475+3,47509580.01%+958
WASTE CONNECTIONS INC(WCN)146,625154,832+8,20728,62028,9100.42%+291
CHARLES SCHWAB CORP NEW(SCHW)02,652+2,65202420.00%+242
TAIWAN SEMICONDUCTOR MFG LTD S(TSM)01,043+1,04302360.00%+236
L3HARRIS TECHNOLOGIES INC(LHX)0940+94002360.00%+236
CONSTELLATION ENERGY CORP(CEG)0725+72502340.00%+234
BROOKFIELD INFRASTRUCTURE CORP(BIPC)05,450+5,45002270.00%+227
PENSKE AUTOMOTIVE GROUP INC(PAG)01,300+1,30002230.00%+223
ROYAL CARIBBEAN CRUISES LTD
COM
0700+70002190.00%+219
SHOPIFY INC CL A(SHOP)01,875+1,87502160.00%+216
WELLS FARGO CO NEW(WFC)08,640+8,64006920.01%+692
GOLDMAN SACHS GROUP INC(GS)01,277+1,27709040.01%+904
NETFLIX INC(NFLX)0481+48106440.01%+644
ROLLS ROYCE HOLDINGS PLC LONDO014,911+14,91101970.00%+197
ULTA BEAUTY INC(ULTA)01,995+1,99509330.01%+933
CORTEVA INC(CTVA)3,3875,241+1,8542133910.01%+177
ECOLAB INC(ECL)37,12235,583-1,5399,4119,5870.14%+176
MICROCHIP TECHNOLOGY INC(MCHP)07,073+7,07304980.01%+498
CATERPILLAR INC(CAT)03,710+3,71001,4400.02%+1,440
HCA HEALTHCARE INC(HCA)1,0401,302+2623594990.01%+139
EMERSON ELECTRIC CO(EMR)08,025+8,02501,0700.02%+1,070
KKR & CO INC(KKR)06,944+6,94409240.01%+924
THE CIGNA GROUP(CI)1,6942,038+3445576740.01%+116
VALERO ENERGY CORP NEW(VLO)31,02831,332+3044,0984,2120.06%+114
BROOKFIELD CORP CL A LTD VT SH(BN)010,476+10,47606480.01%+648
TRANE TECHNOLOGIES PLC SHS(TT)0924+92404040.01%+404
LAM RESEARCH CORP(LRCX)2,9232,953+302132870.00%+75
GENERAL MOTORS CO(GM)0642,951+642,951031,6400.46%+31,640
NEW YORK TIMES CO CL A(NYT)090,222+90,22205,0510.07%+5,051
KLA CORP(KLAC)31731702152840.00%+68
BROOKFIELD RENEWABLE CORP(BEPC)13,81513,81503864530.01%+67
IHEARTMEDIA INC CL A04,353,320+4,353,32007,6620.11%+7,662
EATON CORP PLC SHS(ETN)0765+76502730.00%+273
ABBOTT LABS15,30915,343+342,0312,0870.03%+56
WALMART INC(WMT)24,40722,414-1,9932,1432,1920.03%+49
CARRIER GLOBAL CORP(CARR)04,231+4,23103100.00%+310
S&P GLOBAL INC(SPGI)01,730+1,73009120.01%+912
TEXAS INSTRUMENTS INC(TXN)01,373+1,37302850.00%+285
BLACKROCK INC(BLK)0425+42504460.01%+446
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