Fund HoldingsDouglas Lane & Associates, LLC

Total Portfolio Value
$7.28B
Total Bought
$344.20M
Total Sold
$637.92M
Net Transaction
-$293.72M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
HEALTHPEAK PROPERTIES INC(DOC)236,2861,484,325+1,248,0394,63133,9470.47%+29,315
SALESFORCE INC(CRM)090,637+90,637024,8080.34%+24,808
WORKDAY INC CL A(WDAY)83,740167,533+83,79318,72140,9470.56%+22,226
HERSHEY CO(HSY)167,085274,911+107,82630,71552,7230.72%+22,007
APTIV PLC SHS(APTV)595,136870,348+275,21241,90962,6740.86%+20,764
AIR PRODUCTS & CHEMICALS INC173,060217,377+44,31744,65864,7220.89%+20,064
HALEON PLC ADR(HLN)08,462,284+8,462,284089,5311.23%+89,531
BRISTOL-MYERS SQUIBB CO(BMY)01,799,093+1,799,093093,0851.28%+93,085
AMERICAN TOWER CORP NEW(AMT)399,615410,177+10,56277,67795,3911.31%+17,714
PAYPAL HOLDINGS INC(PYPL)0810,391+810,391063,2350.87%+63,235
BLACKSTONE INC(BX)0740,485+740,4850113,3901.56%+113,390
RBC BEARINGS INC(RBC)81,862126,073+44,21122,08537,7440.52%+15,659
ORACLE CORP(ORCL)603,605583,288-20,31785,22999,3921.37%+14,163
EQUINIX INC(EQIX)097,416+97,416086,4701.19%+86,470
JOHNSON & JOHNSON(JNJ)0592,860+592,860096,0791.32%+96,079
ILLUMINA INC(ILMN)0290,345+290,345037,8640.52%+37,864
AMERICAN EXPRESS CO(AXP)0532,686+532,6860144,4641.99%+144,464
TRANSDIGM GROUP INC(TDG)83,73282,345-1,387106,977117,5171.62%+10,540
GODADDY INC CL A(GDDY)881,377852,561-28,816123,137133,6651.84%+10,527
LAUDER ESTEE COS INC CL A(EL)0344,610+344,610034,3540.47%+34,354
THERMO FISHER SCIENTIFIC INC(TMO)0179,051+179,0510110,7561.52%+110,756
MASTERCARD INC CL A(MA)0215,231+215,2310106,2811.46%+106,281
RTX CORP(RTX)394,495398,829+4,33439,60348,3220.66%+8,719
ANHEUSER BUSCH INBEV SA/NV SPO(BUD)01,249,866+1,249,866082,8541.14%+82,854
GE HEALTHCARE TECHNOLOGIES INC(GEHC)0460,004+460,004043,1710.59%+43,171
DANAHER CORP(DHR)0318,726+318,726088,6121.22%+88,612
GE AEROSPACE NEW(GE)687,195621,604-65,591109,243117,2221.61%+7,979
WILLSCOT MOBIL MINI HOLDINGS C(WSC)0208,248+208,24807,8300.11%+7,830
AES CORP(AES)03,509,081+3,509,081070,3920.97%+70,392
LOWE'S COS INC(LOW)0271,569+271,569073,5541.01%+73,554
INTERNATIONAL BUSINESS MACHINE(IBM)0217,850+217,850048,1620.66%+48,162
COMCAST CORP NEW CL A(CCZ)02,210,469+2,210,469092,3311.27%+92,331
ROPER TECHNOLOGIES INC(ROP)79,77792,190+12,41344,96751,2980.71%+6,331
COCA COLA CO(KO)1,079,6961,043,137-36,55968,72374,9601.03%+6,237
INTUIT INC(INTU)1,62711,750+10,1231,0697,2970.10%+6,227
US BANCORP DEL NEW(USB)01,522,526+1,522,526069,6250.96%+69,625
UNITEDHEALTH GROUP INC(UNH)83,59783,296-30142,57248,7010.67%+6,129
EDISON INTERNATIONAL(EIX)565,484532,977-32,50740,60746,4170.64%+5,810
FERRARI N V
COM
0114,067+114,067053,6240.74%+53,624
TECK RESOURCES LTD CL B(TECK)820,043859,242+39,19939,28044,8870.62%+5,607
DIAGEO P L C SPON ADR NEW(DEO)0448,326+448,326062,9180.86%+62,918
DELTA AIR LINES INC NEW(DAL)02,241,371+2,241,3710113,8391.56%+113,839
COMPAGNIE FINANCIERE RICHEMONT2,164,5902,432,802+268,21233,78438,5880.53%+4,804
INTERNATIONAL FLAVORS & FRAGRA(IFF)958,824913,308-45,51691,29095,8331.32%+4,544
WHEATON PRECIOUS METAL(WPM)498,567502,217+3,65026,13530,6750.42%+4,541
IHEARTMEDIA INC CL A06,912,779+6,912,779012,7890.18%+12,789
NESTLE S A SPON ADR861,051916,418+55,36787,88792,2991.27%+4,412
KIMCO REALTY CORP(KIM)01,397,855+1,397,855032,4580.45%+32,458
PEPSICO INC(PEP)181,359200,906+19,54729,91234,1640.47%+4,253
RXO INC(RXO)2,698,5252,671,780-26,74570,56674,8101.03%+4,243
CF INDUSTRIES HOLDINGS INC(CF)80,996119,411+38,4156,00310,2450.14%+4,242
MORGAN STANLEY NEW(MS)1,031,4031,000,142-31,261100,242104,2551.43%+4,013
UNITED AIRLINES HOLDINGS INC(UAL)0504,108+504,108028,7640.40%+28,764
SMUCKER J M CO NEW(SJM)0254,336+254,336030,8000.42%+30,800
CVS HEALTH CORP(CVS)01,152,197+1,152,197072,4501.00%+72,450
GSK PLC SPONSORED ADR(GSK)02,173,483+2,173,483088,8521.22%+88,852
META PLATFORMS INC CL A(META)0115,261+115,261065,9800.91%+65,980
CHARTER COMMUNICATIONS INC NEW(CHTR)250,867242,813-8,05474,99978,6911.08%+3,692
AUTODESK INC126,070125,755-31531,19634,6430.48%+3,447
VISA INC CL A(V)0408,734+408,7340112,3811.54%+112,381
SIMON PROPERTY GROUP INC NEW(SPG)0246,443+246,443041,6540.57%+41,654
WARNER BROS. DISCOVERY INC(WBD)01,515,569+1,515,569012,5030.17%+12,503
FREEPORT-MCMORAN INC CL B(FCX)1,462,9131,484,057+21,14471,09874,0841.02%+2,987
ALIBABA GROUP HOLDING LTD SPON(BABA)0108,348+108,348011,4980.16%+11,498
REINSURANCE GROUP AMERICA INC(RGA)594,612572,713-21,899122,056124,7771.71%+2,721
ANALOG DEVICES INC(ADI)010,260+10,26002,3620.03%+2,362
APPLE INC(AAPL)191,127182,640-8,48740,25542,5550.58%+2,300
NUCOR CORP(NUE)097,568+97,568014,6680.20%+14,668
SCHLUMBERGER LTD(SLB)01,042,526+1,042,526043,7340.60%+43,734
TRUIST FINANCIAL CORP(TFC)01,314,836+1,314,836056,2360.77%+56,236
WASTE CONNECTIONS INC(WCN)98,663106,946+8,28317,30219,1240.26%+1,823
UNITED RENTALS INC(URI)015,122+15,122012,2450.17%+12,245
ELANCO ANIMAL HEALTH INC(ELAN)03,767,784+3,767,784055,3490.76%+55,349
INTUITIVE SURGICAL INC NEW39,38838,419-96917,52218,8740.26%+1,352
ACCENTURE PLC IRELAND SHS CLAS
SHS CLASS A
031,853+31,853011,2600.15%+11,260
INGERSOLL-RAND PLC SHS(IR)0912,403+912,403089,5621.23%+89,562
LAMB WESTON HOLDINGS INC(LW)840,1661,109,375+269,20970,64171,8210.99%+1,180
ALCON INC ORD SHS(ALC)104,021104,041+209,26610,4110.14%+1,145
HOME DEPOT INC(HD)027,944+27,944011,3230.16%+11,323
GRAIL INC(GRAL)41,287120,918+79,6316351,6640.02%+1,029
NEW YORK TIMES CO CL A(NYT)114,230118,346+4,1165,8506,5880.09%+739
EXXON MOBIL CORP435,781434,224-1,55750,16750,9000.70%+733
EXPEDITORS INTL INC(EXPD)133,119131,585-1,53416,61217,2900.24%+678
BERKSHIRE HATHAWAY INC CL B NE015,904+15,90407,3200.10%+7,320
EXACT SCIENCES CORP(EXK)06,000+6,00004090.01%+409
AT&T INC(T)318,809295,287-23,5226,0926,4960.09%+404
CATERPILLAR INC(CAT)04,832+4,83201,8900.03%+1,890
STARBUCKS CORP(SBUX)013,149+13,14901,2820.02%+1,282
CISCO SYSTEMS INC(CSCO)0182,730+182,73009,7250.13%+9,725
GARTNER INC(IT)07,976+7,97604,0420.06%+4,042
LOCKHEED MARTIN CORP(LMT)0360+36002100.00%+210
TESLA INC(TSLA)0798+79802090.00%+209
PUBLIC SERVICES ENTERPRISE GRO(PEG)02,324+2,32402070.00%+207
CORTEVA INC(CTVA)03,522+3,52202070.00%+207
TJX COS INC NEW(TJX)01,729+1,72902030.00%+203
CUMMINS INC(CMI)0620+62002010.00%+201
ZOETIS INC CL A(ZTS)8,1758,281+1061,4171,6180.02%+201
ABBVIE INC(ABBV)010,621+10,62102,0970.03%+2,097
STRYKER CORP(SYK)8641,214+3502944390.01%+145
AUTOMATIC DATA PROCESSING INC05,446+5,44601,5070.02%+1,507
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