Fund HoldingsDouglas Lane & Associates, LLC

Total Portfolio Value
$7.37B
Total Bought
$352.17M
Total Sold
$756.67M
Net Transaction
-$404.51M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ALPHABET INC CAP STK CL C(GOOG)790,685767,460-23,225226,816271,1673.68%+44,351
RXO INC(RXO)3,506,5263,346,342-160,18451,26592,3261.25%+41,060
DELTA AIR LINES INC NEW(DAL)1,624,0831,536,719-87,364107,969143,9291.95%+35,960
NVIDIA CORP(NVDA)1,542,5001,504,940-37,560269,012301,1234.09%+32,111
QUALCOMM INC(QCOM)976,819840,758-136,061125,795155,3642.11%+29,569
MODERNA INC(MRNA)1,311,4801,343,479+31,99966,62394,0841.28%+27,461
MORGAN STANLEY NEW(MS)781,579731,365-50,214128,624152,8852.07%+24,260
WILLSCOT HOLDINGS CORP(WSC)1,710,4571,719,204+8,74729,69449,6160.67%+19,923
GE AEROSPACE NEW(GE)388,703347,003-41,700110,302129,6851.76%+19,383
AMAZON.COM INC(AMZN)519,867531,483+11,616108,273126,6741.72%+18,401
ILLUMINA INC(ILMN)327,174324,679-2,49540,32757,0880.77%+16,761
HONEYWELL AEROSPACE INC071,795+71,795015,8720.22%+15,872
HONEYWELL INTL INC070,432+70,432015,7700.21%+15,770
TRANSDIGM GROUP INC(TDG)82,14383,069+92695,201110,6521.50%+15,451
NIKE INC CL B(NKE)457,838964,813+506,97524,18339,6060.54%+15,423
UNITED AIRLINES HOLDINGS INC(UAL)376,728365,512-11,21634,68549,7060.67%+15,021
JPMORGAN CHASE & CO(JPM)596,561581,483-15,078175,484190,3372.58%+14,852
STRYKER CORP(SYK)94544,349+43,40431113,9630.19%+13,652
VISA INC CL A(V)347,585343,701-3,884105,054117,9201.60%+12,866
HEALTHPEAK PROPERTIES INC(DOC)2,965,1592,849,136-116,02348,71860,9720.83%+12,254
LAMB WESTON HOLDINGS INC(LW)1,430,6291,682,355+251,72660,45872,6440.99%+12,186
COMPAGNIE FINANCIERE RICHEMONT2,595,4202,453,115-142,30544,75156,6910.77%+11,941
US BANCORP DEL NEW(USB)1,438,7491,431,511-7,23874,82986,4631.17%+11,634
VERSIGENT PLC0261,914+261,914011,0030.15%+11,003
SYNOPSYS INC(SNPS)62,51079,872+17,36224,78435,6290.48%+10,845
S&P GLOBAL INC(SPGI)1,95228,352+26,40083011,5470.16%+10,716
BOEING CO(BA)409,857426,171+16,31481,57492,2531.25%+10,679
NUCOR CORP(NUE)243,977232,647-11,33041,25751,8220.70%+10,566
WASTE CONNECTIONS INC(WCN)270,340326,832+56,49243,91454,4800.74%+10,566
UNITEDHEALTH GROUP INC(UNH)77,19874,671-2,52720,88931,0360.42%+10,147
FLOOR & DECOR HLDGS INC CL A(FND)0169,835+169,835010,0810.14%+10,081
FERRARI N V
COM
127,897143,116+15,21943,28753,2810.72%+9,994
ALPHABET INC CAP STK CL A(GOOG)164,149156,824-7,32547,20356,0440.76%+8,842
MONDELEZ INTL INC CL A(MDLZ)147,353281,756+134,4038,49316,2970.22%+7,803
CITIGROUP INC NEW(C)451,328415,680-35,64851,18558,1790.79%+6,993
TECK RESOURCES LTD CL B(TECK)1,155,6851,118,116-37,56959,80766,4830.90%+6,677
APPLE INC(AAPL)162,502165,274+2,77241,24147,8240.65%+6,582
AMERICAN EXPRESS CO(AXP)287,640276,536-11,10487,00593,5381.27%+6,533
MACYS INC(M)1,242,1871,207,974-34,21322,47128,4480.39%+5,977
LAUDER ESTEE COS INC CL A(EL)506,800526,473+19,67336,37341,5650.56%+5,192
NESTLE S A SPON ADR1,004,3621,004,276-8698,018103,1291.40%+5,112
IHEARTMEDIA INC CL A(IHRT)3,800,2693,769,079-31,19011,09716,1690.22%+5,073
ROPER TECHNOLOGIES INC(ROP)160,103182,369+22,26656,65461,7120.84%+5,058
VERISK ANALYTICS INC(VRSK)132,308167,819+35,51125,10530,1290.41%+5,023
SMUCKER J M CO NEW(SJM)274,167279,529+5,36226,44131,4470.43%+5,006
VULCAN MATERIALS CO(VMC)164,864168,858+3,99444,89349,8150.68%+4,922
EQUINIX INC(EQIX)111,075109,050-2,025108,880113,6721.54%+4,792
BANK OF AMERICA CORP1,307,1751,202,334-104,84163,72568,5090.93%+4,784
UNITED RENTALS INC(URI)12,41012,171-2399,04113,7880.19%+4,747
CISCO SYSTEMS INC(CSCO)135,962127,304-8,65810,54914,9530.20%+4,404
TRUIST FINANCIAL CORP(TFC)1,199,6451,193,173-6,47255,14859,4440.81%+4,296
DANAHER CORP(DHR)439,080459,416+20,33683,25087,5101.19%+4,260
JOHNSON & JOHNSON(JNJ)672,703663,667-9,036164,435168,5522.29%+4,116
FREEPORT-MCMORAN INC CL B(FCX)1,525,2531,489,078-36,17589,65493,6481.27%+3,994
ANHEUSER BUSCH INBEV SA/NV SPO(BUD)769,240695,036-74,20453,36257,2710.78%+3,909
SIMON PROPERTY GROUP INC NEW(SPG)189,431175,267-14,16435,33539,1980.53%+3,864
THERMO FISHER SCIENTIFIC INC(TMO)218,297221,679+3,382107,300111,1411.51%+3,841
DIAGEO P L C SPON ADR NEW(DEO)486,902498,271+11,36936,25040,0510.54%+3,801
HNI CORP(HNI)142,386206,841+64,4554,7548,3580.11%+3,604
MICRON TECHNOLOGY INC(MU)1,5033,386+1,8835083,9080.05%+3,400
COCA COLA CO(KO)968,835948,409-20,42673,68077,0771.05%+3,397
MERCK & CO INC(MRK)561,892552,155-9,73767,59070,9520.96%+3,362
STANLEY BLACK & DECKER INC(SWK)112,302119,555+7,2537,98011,2530.15%+3,272
GRAIL INC(GRAL)161,524162,340+8168,34811,0830.15%+2,735
RBC BEARINGS INC(RBC)135,909118,803-17,10673,81576,5161.04%+2,701
EXPEDITORS INTL INC(EXPD)153,740151,064-2,67622,02024,6200.33%+2,600
BLACKSTONE INC(BX)605,632612,836+7,20469,64272,1120.98%+2,471
MASTERCARD INC CL A(MA)175,115175,065-5087,49889,9131.22%+2,416
MILLERKNOLL INC(MLKN)445,360427,148-18,2126,4408,7390.12%+2,300
MEDLINE INC054,765+54,76502,1600.03%+2,160
KIMCO REALTY CORP(KIM)999,802959,216-40,58622,46624,3160.33%+1,851
INTERNATIONAL BUSINESS MACHINE(IBM)145,280131,789-13,49135,21437,0600.50%+1,846
CLEVELAND-CLIFFS INC NEW(CLF)2,378,6912,307,862-70,82920,10021,6710.29%+1,571
ADVANCED MICRO DEVICES(AMD)1,0063,018+2,0122051,7530.02%+1,549
INGERSOLL-RAND PLC SHS(IR)837,518834,963-2,55567,10268,4590.93%+1,357
CATERPILLAR INC(CAT)2,9693,039+702,1033,2360.04%+1,133
GODADDY INC CL A(GDDY)681,211676,241-4,97056,31657,3990.78%+1,084
DISNEY WALT CO(DIS)575,966587,360+11,39455,51256,5330.77%+1,022
GE VERNOVA INC(GEV)7,5016,439-1,0626,5487,5650.10%+1,017
HOME DEPOT INC(HD)27,49828,461+9639,04410,0380.14%+994
LILLY ELI & CO(LLY)2,6532,861+2082,4403,4320.05%+991
AIR PRODUCTS & CHEMICALS INC345,853345,914+61100,467101,4151.38%+948
INTUITIVE SURGICAL INC NEW39,85248,399+8,54718,37119,2470.26%+876
APPLIED MATERIALS INC1,5401,820+2805261,3160.02%+789
ECOLAB INC(ECL)32,30833,563+1,2558,5959,3510.13%+756
COSTAR GROUP INC(CSGP)803,8391,168,859+365,02032,42733,1020.45%+675
REINSURANCE GROUP AMERICA INC(RGA)545,633526,816-18,817111,397112,0271.52%+631
LAM RESEARCH CORP(LRCX)2,3562,480+1245031,0750.01%+571
FEDEX FGHT HLDG CO INC03,612+3,61205450.01%+545
INTEL CORP(INTC)5,6365,541-952497740.01%+525
MARTIN MARIETTA MATERIALS INC(MLM)41,98143,704+1,72324,71325,2040.34%+491
UBER TECHNOLOGIES INC(UBER)221,341227,103+5,76215,92116,3880.22%+467
ABBVIE INC(ABBV)9,5259,961+4362,0722,5060.03%+435
BROADCOM INC(AVGO)3,3773,912+5351,0451,4780.02%+433
MARATHON PETROLEUM CORP(MPC)112,822109,425-3,39727,54927,9770.38%+428
PALO ALTO NETWORKS INC(PANW)01,150+1,15003920.01%+392
ASML HOLDING N V N Y REGISTRY
N Y REGISTRY SHS
0179+17903560.00%+356
LAMAR ADVERTISING CO NEW CL A(LAMR)11,68311,649-341,4801,8170.02%+337
KLA CORP(KLAC)1872,018+1,8312756090.01%+334
FLEX LTD ORD(FLEX)01,969+1,96903190.00%+319
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Douglas Lane & Associates, LLC — 13F Holdings — Q2 2026 | TickerTrail