Fund HoldingsDouglas Lane & Associates, LLC

Total Portfolio Value
$5.96B
Total Bought
$229.97M
Total Sold
$449.68M
Net Transaction
-$219.71M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CHARTER COMMUNICATIONS INC NEW(CHTR)245,064254,696+9,63290,029112,0201.88%+21,991
STEELCASE INC CL A3,650,3634,113,163+462,80028,14445,9440.77%+17,800
ELANCO ANIMAL HEALTH INC(ELAN)3,078,5263,967,821+889,29530,97044,5980.75%+13,628
BLACKSTONE INC(BX)941,612921,576-20,03687,54298,7381.66%+11,196
TECK RESOURCES LTD CL B(TECK)0430,005+430,005018,5290.31%+18,529
ALPHABET INC CAP STK CL C(GOOG)1,054,8801,039,739-15,141127,609137,0902.30%+9,481
CVS HEALTH CORP(CVS)915,7631,034,874+119,11163,30772,2551.21%+8,948
CLEVELAND-CLIFFS INC NEW(CLF)1,121,5761,743,513+621,93718,79827,2510.46%+8,453
HALEON PLC(HLN)6,996,6528,007,811+1,011,15958,63266,7051.12%+8,073
WHEATON PRECIOUS METAL(WPM)0310,914+310,914012,6080.21%+12,608
RXO INC(RXO)1,776,4292,330,507+554,07840,27245,9810.77%+5,709
EOG RESOURCES INC(EOG)545,784536,623-9,16162,46068,0221.14%+5,563
MILLERKNOLL INC(MLKN)0479,564+479,564011,7250.20%+11,725
IHEARTMEDIA INC CL A5,686,9028,273,158+2,586,25620,70026,1430.44%+5,443
APA CORP(APA)904,883884,003-20,88030,92036,3330.61%+5,413
ALCOA CORP(AA)725,9651,023,950+297,98524,63229,7560.50%+5,124
COMCAST CORP NEW CL A(CCZ)2,205,0602,180,587-24,47391,62096,6871.62%+5,067
MODERNA INC(MRNA)260,367355,177+94,81031,63536,6860.62%+5,052
LAMB WESTON HOLDINGS INC(LW)231,708341,501+109,79326,63531,5750.53%+4,940
GSK PLC SPONSORED ADR(GSK)2,224,1022,311,891+87,78979,26783,8061.41%+4,539
NUCOR CORP(NUE)056,015+56,01508,7580.15%+8,758
SCHLUMBERGER LTD(SLB)684,072647,062-37,01033,60237,7240.63%+4,122
CHEVRON CORP NEW(CVX)442,803435,619-7,18469,67573,4541.23%+3,779
KYNDRYL HOLDINGS INC(KD)01,319,493+1,319,493019,9240.33%+19,924
MARATHON PETROLEUM CORP(MPC)198,599174,910-23,68923,15726,4710.44%+3,314
REINSURANCE GROUP AMERICA INC(RGA)675,825667,808-8,01793,73096,9591.63%+3,229
PIONEER NATURAL RESOURCES CO180,858177,285-3,57337,47040,6960.68%+3,225
FREEPORT-MCMORAN INC CL B(FCX)1,026,9311,174,716+147,78541,07743,8050.74%+2,728
ALPHABET INC CAP STK CL A(GOOG)311,753305,807-5,94637,31740,0180.67%+2,701
PRUDENTIAL FINANCIAL INC(PFH)923,007884,876-38,13181,42883,9661.41%+2,538
DANAHER CORP(DHR)332,664331,264-1,40079,83982,1871.38%+2,347
ANHEUSER BUSCH INBEV SA/NV SPO(BUD)1,254,9661,320,021+65,05571,18272,9971.23%+1,815
INTERNATIONAL FLAVORS & FRAGRA(IFF)864,3531,032,829+168,47668,79470,4081.18%+1,614
AT&T INC(T)0340,744+340,74405,1180.09%+5,118
KENVUE INC(KVUE)061,993+61,99301,2450.02%+1,245
AUTODESK INC113,401118,013+4,61223,20324,4180.41%+1,215
INTERNATIONAL BUSINESS MACHINE(IBM)305,150298,335-6,81540,83241,8560.70%+1,024
SHELL PLC(SHEL)1,130,2461,074,705-55,54168,24469,1901.16%+945
JOHNSON & JOHNSON(JNJ)446,793480,205+33,41273,95374,7921.26%+839
AMGEN INC(AMGN)015,275+15,27504,1050.07%+4,105
WASTE CONNECTIONS INC(WCN)03,731+3,73105010.01%+501
ALCON INC ORD SHS(ALC)088,183+88,18306,7950.11%+6,795
SELINA HOSPITALITY PLC ORDINAR0959,210+959,21003370.01%+337
ABBVIE INC(ABBV)013,396+13,39601,9970.03%+1,997
CARRIER GLOBAL CORP(CARR)05,745+5,74503170.01%+317
CF INDUSTRIES HOLDINGS INC(CF)03,304+3,30402830.00%+283
EATON CORP PLC SHS(ETN)01,292+1,29202760.00%+276
PARKER HANNIFIN CORP(PH)0697+69702710.00%+271
OTIS WORLDWIDE CORP(OTIS)03,185+3,18502560.00%+256
LILLY ELI & CO(LLY)03,428+3,42801,8410.03%+1,841
TJX COS INC NEW(TJX)02,470+2,47002200.00%+220
OLD DOMINION FREIGHT LINES INC(ODFL)0520+52002130.00%+213
ZIONS BANCORPORATION N A(ZION)05,970+5,97002080.00%+208
VALERO ENERGY CORP NEW(VLO)034,159+34,15904,8410.08%+4,841
INTEL CORP(INTC)045,999+45,99901,6350.03%+1,635
FEDEX CORP(FDX)08,805+8,80502,3330.04%+2,333
CATERPILLAR INC(CAT)05,317+5,31701,4520.02%+1,452
AUTOMATIC DATA PROCESSING INC06,111+6,11101,4700.02%+1,470
BERKSHIRE HATHAWAY INC CL B NE017,820+17,82006,2420.10%+6,242
TRUIST FINANCIAL CORP(TFC)1,452,9581,544,537+91,57944,09744,1890.74%+92
UBER TECHNOLOGIES INC(UBER)1,205,9691,133,904-72,06552,06252,1480.88%+87
KKR & CO INC(KKR)013,703+13,70308440.01%+844
PROCTER AND GAMBLE CO(PG)023,044+23,04403,3610.06%+3,361
DOMINOS PIZZA INC(DPZ)02,140+2,14008110.01%+811
CONOCOPHILLIPS(COP)03,616+3,61604330.01%+433
EMERSON ELECTRIC CO(EMR)07,944+7,94407670.01%+767
INTUIT INC(INTU)0767+76703920.01%+392
AKAMAI TECHNOLOGIES INC(AKAM)03,700+3,70003940.01%+394
GALLAGHER ARTHUR J & CO(AJG)01,277+1,27702910.00%+291
ADOBE INC(ADBE)03,952+3,95202,0150.03%+2,015
COSTCO WHOLESALE CORP NEW(COST)06,380+6,38003,6040.06%+3,604
UNION PACIFIC CORP(UNP)03,744+3,74407620.01%+762
NOVO-NORDISK A S ADR(NVO)04,942+4,94204490.01%+449
S&P GLOBAL INC(SPGI)01,973+1,97307210.01%+721
ALLAKOS INC010,051+10,0510230.00%+23
DUPONT DE NEMOURS INC(DD)04,429+4,42903300.01%+330
LINDE PLC SHS(LIN)01,349+1,34905020.01%+502
PROGRESSIVE CORP OHIO(PGR)01,982+1,98202760.00%+276
COGNIZANT TECHNOLOGY SOLUTIONS(CTSH)04,500+4,50003050.01%+305
AUTOZONE INC(AZO)0127+12703230.01%+323
GENERAL DYNAMICS CORP(GD)0997+99702200.00%+220
CISCO SYSTEMS INC(CSCO)0238,809+238,809012,8380.22%+12,838
US BANCORP DEL NEW(USB)1,630,8091,629,909-90053,88253,8850.90%+3
PAYCHEX INC(PAYX)03,202+3,20203690.01%+369
AXIS TECHNOLOGIES GROUP INC013,000+13,000000.00%0
HARTCOURT COMPANIES INC NEW010,000+10,000000
SOLUCORP INDUSTRIES LTD017,000+17,000000
PLYZER TECHNOLOGIES INC000000
LIQUIDMETAL TECHNOLOGIES INC010,000+10,000000.00%0
GOLDMAN SACHS GROUP INC(GS)0766+76602480.00%+248
AMERIPRISE FINANCIAL INC(AMP)0762+76202510.00%+251
HERON THERAPEUTICS INC010,000+10,0000100.00%+10
ADAPTIMMUNE THERAPEUTICS PLC S011,000+11,000090.00%+9
DUKE ENERGY CORP NEW(DUK)03,948+3,94803480.01%+348
BIOELECTRONICS CORP045,024,333+45,024,3330180.00%+18
NETFLIX INC(NFLX)0559+55902110.00%+211
DOW INC(DOW)05,329+5,32902750.00%+275
BECTON DICKINSON & CO(BDX)01,670+1,67004320.01%+432
ENTERPRISE PRODUCTS PARTNERS L(EPD)015,588+15,58804270.01%+427
BROADCOM INC(AVGO)0639+63905300.01%+530
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