Fund Holdings

Douglas Lane & Associates, LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ALPHABET INC CAP STK CL C(GOOG)790,685767,460-23,225226,815,963271,166,7233.68%+44,350,760
RXO INC(RXO)3,506,5263,346,342-160,18451,265,40592,325,5661.25%+41,060,161
DELTA AIR LINES INC NEW(DAL)1,624,0831,536,719-87,364107,969,013143,929,0661.95%+35,960,053
NVIDIA CORP(NVDA)1,542,5001,504,940-37,560269,012,053301,123,4534.09%+32,111,400
QUALCOMM INC(QCOM)976,819840,758-136,061125,794,700155,363,6212.11%+29,568,921
MODERNA INC(MRNA)1,311,4801,343,479+31,99966,623,18494,083,8341.28%+27,460,650
MORGAN STANLEY NEW(MS)781,579731,365-50,214128,624,476152,884,5642.07%+24,260,088
WILLSCOT HOLDINGS CORP(WSC)1,710,4571,719,204+8,74729,693,52649,616,2150.67%+19,922,689
GE AEROSPACE NEW(GE)388,703347,003-41,700110,302,169129,685,3241.76%+19,383,155
AMAZON.COM INC(AMZN)519,867531,483+11,616108,272,780126,673,7501.72%+18,400,970
ILLUMINA INC(ILMN)327,174324,679-2,49540,327,48857,088,3380.77%+16,760,850
HONEYWELL AEROSPACE INC071,795+71,795015,872,3280.22%+15,872,328
HONEYWELL INTL INC070,432+70,432015,769,7260.21%+15,769,726
TRANSDIGM GROUP INC(TDG)82,14383,069+92695,200,904110,651,7521.50%+15,450,848
NIKE INC CL B(NKE)457,838964,813+506,97524,183,01639,605,5840.54%+15,422,568
UNITED AIRLINES HOLDINGS INC(UAL)376,728365,512-11,21634,685,32449,705,9430.67%+15,020,619
JPMORGAN CHASE & CO(JPM)596,561581,483-15,078175,484,283190,336,7192.58%+14,852,436
STRYKER CORP(SYK)94544,349+43,404310,51813,962,8390.19%+13,652,321
VISA INC CL A(V)347,585343,701-3,884105,054,228117,920,4791.60%+12,866,251
HEALTHPEAK PROPERTIES INC(DOC)2,965,1592,849,136-116,02348,717,55960,971,5060.83%+12,253,947
LAMB WESTON HOLDINGS INC(LW)1,430,6291,682,355+251,72660,458,39772,644,1050.99%+12,185,708
COMPAGNIE FINANCIERE RICHEMONT2,595,4202,453,115-142,30544,750,75156,691,4880.77%+11,940,737
US BANCORP DEL NEW(USB)1,438,7491,431,511-7,23874,829,31686,463,2421.17%+11,633,926
VERSIGENT PLC0261,914+261,914011,003,0080.15%+11,003,008
SYNOPSYS INC(SNPS)62,51079,872+17,36224,783,96535,628,5030.48%+10,844,538
S&P GLOBAL INC(SPGI)1,95228,352+26,400830,19111,546,5660.16%+10,716,375
BOEING CO(BA)409,857426,171+16,31481,573,84892,253,2461.25%+10,679,398
NUCOR CORP(NUE)243,977232,647-11,33041,256,52051,822,1320.70%+10,565,612
WASTE CONNECTIONS INC(WCN)270,340326,832+56,49243,914,03354,479,6290.74%+10,565,596
UNITEDHEALTH GROUP INC(UNH)77,19874,671-2,52720,889,12531,035,6890.42%+10,146,564
FLOOR & DECOR HLDGS INC CL A(FND)0169,835+169,835010,081,4060.14%+10,081,406
FERRARI N V127,897143,116+15,21943,286,82453,280,7490.72%+9,993,925
ALPHABET INC CAP STK CL A(GOOG)164,149156,824-7,32547,202,80356,044,3190.76%+8,841,516
MONDELEZ INTL INC CL A(MDLZ)147,353281,756+134,4038,493,44516,296,7910.22%+7,803,346
CITIGROUP INC NEW(C)451,328415,680-35,64851,185,10858,178,5730.79%+6,993,465
TECK RESOURCES LTD CL B(TECK)1,155,6851,118,116-37,56959,806,68966,483,1960.90%+6,676,507
APPLE INC(AAPL)162,502165,274+2,77241,241,37047,823,6460.65%+6,582,276
AMERICAN EXPRESS CO(AXP)287,640276,536-11,10487,005,21093,538,4701.27%+6,533,260
MACYS INC(M)1,242,1871,207,974-34,21322,471,15928,447,7820.39%+5,976,623
LAUDER ESTEE COS INC CL A(EL)506,800526,473+19,67336,373,07141,565,0810.56%+5,192,010
NESTLE S A SPON ADR1,004,3621,004,276-8698,017,547103,129,1021.40%+5,111,555
IHEARTMEDIA INC CL A3,800,2693,769,079-31,19011,096,78516,169,3490.22%+5,072,564
ROPER TECHNOLOGIES INC(ROP)160,103182,369+22,26656,654,05061,711,8490.84%+5,057,799
VERISK ANALYTICS INC(VRSK)132,308167,819+35,51125,105,44830,128,5500.41%+5,023,102
SMUCKER J M CO NEW(SJM)274,167279,529+5,36226,440,61731,446,9560.43%+5,006,339
VULCAN MATERIALS CO(VMC)164,864168,858+3,99444,892,59949,814,9420.68%+4,922,343
EQUINIX INC(EQIX)111,075109,050-2,025108,879,683113,672,1241.54%+4,792,441
BANK OF AMERICA CORP1,307,1751,202,334-104,84163,724,79368,509,0060.93%+4,784,213
UNITED RENTALS INC(URI)12,41012,171-2399,041,43013,788,4040.19%+4,746,974
CISCO SYSTEMS INC(CSCO)135,962127,304-8,65810,549,31714,953,1630.20%+4,403,846
TRUIST FINANCIAL CORP(TFC)1,199,6451,193,173-6,47255,147,68159,443,8790.81%+4,296,198
DANAHER CORP(DHR)439,080459,416+20,33683,249,53987,509,5301.19%+4,259,991
JOHNSON & JOHNSON(JNJ)672,703663,667-9,036164,435,481168,551,5092.29%+4,116,028
FREEPORT-MCMORAN INC CL B(FCX)1,525,2531,489,078-36,17589,654,37793,648,1211.27%+3,993,744
ANHEUSER BUSCH INBEV SA/NV SPO(BUD)769,240695,036-74,20453,362,15457,270,9370.78%+3,908,783
SIMON PROPERTY GROUP INC NEW(SPG)189,431175,267-14,16435,334,50839,198,3970.53%+3,863,889
THERMO FISHER SCIENTIFIC INC(TMO)218,297221,679+3,382107,299,716111,141,1781.51%+3,841,462
DIAGEO P L C SPON ADR NEW(DEO)486,902498,271+11,36936,249,83040,051,0500.54%+3,801,220
HNI CORP(HNI)142,386206,841+64,4554,754,2698,358,4450.11%+3,604,176
MICRON TECHNOLOGY INC(MU)1,5033,386+1,883507,6123,907,8890.05%+3,400,277
COCA COLA CO(KO)968,835948,409-20,42673,679,87177,077,1791.05%+3,397,308
MERCK & CO INC(MRK)561,892552,155-9,73767,590,03470,951,9280.96%+3,361,894
STANLEY BLACK & DECKER INC(SWK)112,302119,555+7,2537,980,17011,252,5030.15%+3,272,333
GRAIL INC(GRAL)161,524162,340+8168,347,56011,082,9520.15%+2,735,392
RBC BEARINGS INC(RBC)135,909118,803-17,10673,814,89776,516,2611.04%+2,701,364
EXPEDITORS INTL INC(EXPD)153,740151,064-2,67622,020,18024,620,4110.33%+2,600,231
BLACKSTONE INC(BX)605,632612,836+7,20469,641,60472,112,3790.98%+2,470,775
MASTERCARD INC CL A(MA)175,115175,065-5087,497,81189,913,3901.22%+2,415,579
MILLERKNOLL INC(MLKN)445,360427,148-18,2126,439,9068,739,4480.12%+2,299,542
MEDLINE INC054,765+54,76502,159,9320.03%+2,159,932
KIMCO REALTY CORP(KIM)999,802959,216-40,58622,465,55124,316,1260.33%+1,850,575
INTERNATIONAL BUSINESS MACHINE(IBM)145,280131,789-13,49135,214,48937,060,3690.50%+1,845,880
CLEVELAND-CLIFFS INC NEW(CLF)2,378,6912,307,862-70,82920,099,93521,670,8190.29%+1,570,884
ADVANCED MICRO DEVICES(AMD)1,0063,018+2,012204,6511,753,1860.02%+1,548,535
INGERSOLL-RAND PLC SHS(IR)837,518834,963-2,55567,101,92168,458,5950.93%+1,356,674
CATERPILLAR INC(CAT)2,9693,039+702,103,4183,236,2310.04%+1,132,813
GODADDY INC CL A(GDDY)681,211676,241-4,97056,315,71257,399,3350.78%+1,083,623
DISNEY WALT CO(DIS)575,966587,360+11,39455,511,56356,533,3600.77%+1,021,797
GE VERNOVA INC(GEV)7,5016,439-1,0626,547,6237,564,9240.10%+1,017,301
HOME DEPOT INC(HD)27,49828,461+9639,043,69210,037,6350.14%+993,943
LILLY ELI & CO(LLY)2,6532,861+2082,440,0903,431,5100.05%+991,420
AIR PRODUCTS & CHEMICALS INC345,853345,914+61100,466,806101,415,1811.38%+948,375
INTUITIVE SURGICAL INC NEW39,85248,399+8,54718,371,25819,247,2150.26%+875,957
APPLIED MATERIALS INC1,5401,820+280526,3301,315,8040.02%+789,474
ECOLAB INC(ECL)32,30833,563+1,2558,594,5749,350,9870.13%+756,413
COSTAR GROUP INC(CSGP)803,8391,168,859+365,02032,426,87933,102,0960.45%+675,217
REINSURANCE GROUP AMERICA INC(RGA)545,633526,816-18,817111,396,529112,027,4161.52%+630,887
LAM RESEARCH CORP(LRCX)2,3562,480+124503,4091,074,7100.01%+571,301
FEDEX FGHT HLDG CO INC03,612+3,6120545,4120.01%+545,412
INTEL CORP(INTC)5,6365,541-95248,707773,6600.01%+524,953
MARTIN MARIETTA MATERIALS INC(MLM)41,98143,704+1,72324,713,24725,204,0860.34%+490,839
UBER TECHNOLOGIES INC(UBER)221,341227,103+5,76215,921,03416,387,7280.22%+466,694
ABBVIE INC(ABBV)9,5259,961+4362,071,5132,506,4940.03%+434,981
BROADCOM INC(AVGO)3,3773,912+5351,045,3491,477,9410.02%+432,592
MARATHON PETROLEUM CORP(MPC)112,822109,425-3,39727,548,75427,976,6900.38%+427,936
PALO ALTO NETWORKS INC(PANW)01,150+1,1500392,1730.01%+392,173
ASML HOLDING N V N Y REGISTRY0179+1790356,1100.00%+356,110
LAMAR ADVERTISING CO NEW CL A(LAMR)11,68311,649-341,479,7691,817,0110.02%+337,242
KLA CORP(KLAC)1872,018+1,831275,031608,8210.01%+333,790
FLEX LTD ORD(FLEX)01,969+1,9690319,1160.00%+319,116
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