Fund Holdings

Douglas Lane & Associates, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
ALPHABET INC CAP STK CL C(GOOG)885,528870,937-14,591157,083,819212,116,7052.96%+55,032,886
SCHLUMBERGER LTD37,7031,498,905+1,461,20220,488,18751,517,3810.72%+31,029,194
NVIDIA CORP(NVDA)1,791,1471,674,681-116,466282,983,270312,461,9074.35%+29,478,637
GARTNER INC(IT)6,586119,827+113,2412,662,22531,499,0320.44%+28,836,807
JOHNSON & JOHNSON(JNJ)632,425667,373+34,94896,602,898123,744,2681.72%+27,141,370
THERMO FISHER SCIENTIFIC INC(TMO)199,531216,276+16,74580,901,656104,898,1261.46%+23,996,470
AMAZON.COM INC(AMZN)367,530462,886+95,35680,632,491101,635,9641.42%+21,003,473
ELANCO ANIMAL HEALTH INC(ELAN)3,512,6753,444,268-68,40750,161,00369,367,5630.97%+19,206,560
LAMB WESTON HOLDINGS INC(LW)1,066,8411,279,345+212,50455,315,70674,304,3771.04%+18,988,671
APTIV PLC(APTV)999,159991,833-7,32668,162,59385,515,7981.19%+17,353,205
DANAHER CORP(DHR)349,127422,479+73,35268,966,59783,760,6781.17%+14,794,081
PEPSICO INC(PEP)305,799389,656+83,85740,377,74254,723,2800.76%+14,345,538
WARNER BROS. DISCOVERY INC(WBD)1,778,5921,735,370-43,22220,382,66433,891,7760.47%+13,509,112
CLEVELAND-CLIFFS INC NEW(CLF)2,177,4152,408,171+230,75616,548,35429,379,6860.41%+12,831,332
ALPHABET INC CAP STK CL A(GOOG)200,204193,168-7,03635,281,99246,959,1320.65%+11,677,140
BLACKSTONE INC(BX)647,748630,226-17,52296,890,195107,674,1811.50%+10,783,986
HEALTHPEAK PROPERTIES INC(DOC)3,075,0493,350,540+275,49153,844,10064,162,8350.89%+10,318,735
HERSHEY CO(HSY)330,981348,165+17,18454,926,37065,124,3360.91%+10,197,966
AIR PRODUCTS & CHEMICALS INC259,582305,347+45,76573,217,79583,274,1751.16%+10,056,380
VULCAN MATERIALS CO(VMC)155,363164,392+9,02940,521,83850,570,3130.70%+10,048,475
EQUINIX INC(EQIX)93,525107,789+14,26474,396,52884,424,8491.18%+10,028,321
AES CORP(AES)3,788,4873,788,631+14439,854,88849,858,3860.69%+10,003,498
ZOETIS INC CL A(ZTS)226,847306,753+79,90635,376,77644,884,0860.63%+9,507,310
APPLE INC(AAPL)173,746174,473+72735,647,44544,426,0950.62%+8,778,650
WASTE CONNECTIONS INC(WCN)154,832214,289+59,45728,910,29637,672,0090.52%+8,761,713
MORGAN STANLEY NEW(MS)896,454848,428-48,026126,274,547134,866,1921.88%+8,591,645
TECK RESOURCES LTD CL B(TECK)1,037,9761,150,076+112,10041,913,48250,476,8170.70%+8,563,335
COSTAR GROUP INC(CSGP)584,311654,782+70,47146,978,60455,243,9850.77%+8,265,381
WORKDAY INC CL A(WDAY)254,359285,084+30,72561,046,16068,628,2710.96%+7,582,111
WHEATON PRECIOUS METAL(WPM)491,100457,435-33,66544,100,78051,159,5300.71%+7,058,750
CHEVRON CORP NEW(CVX)481,218487,924+6,70668,905,61475,769,7721.06%+6,864,158
MACYS INC(M)1,461,5141,327,931-133,58317,041,25123,809,7990.33%+6,768,548
GE AEROSPACE NEW(GE)509,850458,186-51,664131,230,181137,831,5851.92%+6,601,404
VERISK ANALYTICS INC(VRSK)4,39529,052+24,6571,369,0437,306,8690.10%+5,937,826
GENERAL MOTORS CO(GM)642,951615,177-27,77431,639,60937,507,3690.52%+5,867,760
ZIMMER BIOMET HOLDINGS INC(ZBH)402,349431,360+29,01136,698,23942,489,0030.59%+5,790,764
LOWE'S COS INC(LOW)238,317232,917-5,40052,875,44358,534,3440.82%+5,658,901
SALESFORCE INC(CRM)201,589252,728+51,13954,971,21559,896,5180.83%+4,925,303
SIMON PROPERTY GROUP INC NEW(SPG)211,196206,034-5,16233,951,82238,666,3450.54%+4,714,523
CITIGROUP INC NEW(C)564,770519,830-44,94048,073,22252,762,7440.74%+4,689,522
MICROSOFT CORP(MSFT)362,141356,768-5,373180,132,675184,787,7492.57%+4,655,074
UNITED AIRLINES HOLDINGS INC(UAL)433,640404,986-28,65434,530,73339,081,1250.54%+4,550,392
DELTA AIR LINES INC NEW(DAL)1,966,5881,780,527-186,06196,716,801101,044,9231.41%+4,328,122
IHEARTMEDIA INC CL A4,353,3204,166,650-186,6707,661,84311,958,2860.17%+4,296,443
MERCK & CO INC(MRK)519,901539,350+19,44941,155,35545,267,6600.63%+4,112,305
MARTIN MARIETTA MATERIALS INC(MLM)41,55842,703+1,14522,813,55926,914,9170.38%+4,101,358
QUALCOMM INC(QCOM)1,025,4861,005,731-19,755163,318,888167,313,3922.33%+3,994,504
DIAGEO P L C SPON ADR NEW(DEO)419,290483,949+64,65942,281,19546,183,2770.64%+3,902,082
ALCOA CORP(AA)1,309,5651,293,538-16,02738,645,25942,544,4740.59%+3,899,215
US BANCORP DEL NEW(USB)1,407,0191,392,848-14,17163,667,61867,316,3400.94%+3,648,722
LAUDER ESTEE COS INC CL A(EL)504,284503,330-95440,746,18644,353,4820.62%+3,607,296
MODERNA INC(MRNA)930,1651,128,434+198,26925,663,25229,147,4500.41%+3,484,198
INTUIT INC(INTU)44,88056,669+11,78935,348,49938,699,5330.54%+3,351,034
EXPEDITORS INTL INC(EXPD)135,805152,075+16,27015,515,72118,642,8740.26%+3,127,153
MARATHON PETROLEUM CORP(MPC)118,944118,538-40619,757,78822,847,0140.32%+3,089,226
EXXON MOBIL CORP466,278470,088+3,81050,264,80353,002,4100.74%+2,737,607
NIKE INC CL B(NKE)3,33941,765+38,426237,2202,912,2900.04%+2,675,070
TRUIST FINANCIAL CORP(TFC)1,155,1641,143,828-11,33649,660,47952,295,8160.73%+2,635,337
SMUCKER J M CO NEW(SJM)308,401299,416-8,98530,284,97032,516,5680.45%+2,231,598
CANADIAN PACIFIC KANSAS CITY(CP)122,080159,871+37,7919,677,28211,908,7910.17%+2,231,509
NUCOR CORP(NUE)246,846251,447+4,60131,976,43834,053,4750.47%+2,077,037
UNITED RENTALS INC(URI)13,94512,858-1,08710,506,16312,275,0180.17%+1,768,855
RBC BEARINGS INC(RBC)145,997148,469+2,47256,179,64657,945,9650.81%+1,766,319
ORGANON & CO(OGN)315,952443,876+127,9243,058,4154,740,5960.07%+1,682,181
ILLUMINA INC(ILMN)288,695307,609+18,91427,544,43729,213,6740.41%+1,669,237
CVS HEALTH CORP(CVS)592,385563,420-28,96540,862,74642,476,2650.59%+1,613,519
UNITEDHEALTH GROUP INC(UNH)77,27174,074-3,19724,106,12325,577,8640.36%+1,471,741
FORD MOTOR CO(F)2,067,1881,997,801-69,38722,428,99023,893,7050.33%+1,464,715
APA CORP(APA)325,457305,214-20,2435,952,6097,410,5960.10%+1,457,987
ROPER TECHNOLOGIES INC(ROP)116,723135,459+18,73666,163,12967,552,0930.94%+1,388,964
GRAIL INC(GRAL)168,646168,316-3308,671,7779,952,5250.14%+1,280,748
STANLEY BLACK & DECKER INC(SWK)61,46172,485+11,0244,164,0075,387,7990.08%+1,223,792
VALERO ENERGY CORP NEW(VLO)31,33231,772+4404,211,6475,409,5010.08%+1,197,854
WILLSCOT HOLDINGS CORP(WSC)1,270,5491,699,982+429,43334,813,04335,886,6200.50%+1,073,577
INGERSOLL-RAND PLC SHS(IR)832,925849,523+16,59869,282,67070,187,6030.98%+904,933
HOME DEPOT INC(HD)26,64826,240-4089,770,33910,632,1770.15%+861,838
RXO INC(RXO)3,739,7783,866,005+126,22758,789,31559,459,1510.83%+669,836
WALMART INC(WMT)22,41426,163+3,7492,191,6412,696,3200.04%+504,679
BOEING CO(BA)406,297396,403-9,89485,131,36885,555,6691.19%+424,301
DISTRIBUTION SOLUTIONS GRP INC(DSGR)014,000+14,0000421,1200.01%+421,120
SYNOPSYS INC(SNPS)0840+8400414,4480.01%+414,448
ABBVIE INC(ABBV)10,3359,986-3491,918,3152,312,0740.03%+393,759
TESLA INC(TSLA)0798+7980354,8870.00%+354,887
JPMORGAN CHASE & CO(JPM)701,037645,333-55,704203,237,552203,557,3832.84%+319,831
BANK NEW YORK MELLON CORP02,310+2,3100251,6980.00%+251,698
CUMMINS INC(CMI)0585+5850247,1750.00%+247,175
WELLTOWER INC(WELL)01,232+1,2320219,4420.00%+219,442
PUBLIC SERVICES ENTERPRISE GRO(PEG)02,625+2,6250219,0550.00%+219,055
STRATASYS LTD SHS581,608615,022+33,4146,671,0446,888,2460.10%+217,202
TRAVELERS COMPANIES INC(TRV)0728+7280203,1350.00%+203,135
STERLING INFRASTRUCTURE INC(STRL)1,6001,6000369,168543,4880.01%+174,320
NEWSMAX INC013,656+13,6560169,3340.00%+169,334
BROADCOM INC(AVGO)3,4753,389-86957,9811,118,1810.02%+160,200
TAIWAN SEMICONDUCTOR MFG LTD S(TSM)1,0431,294+251236,340361,5380.01%+125,198
CATERPILLAR INC(CAT)3,7103,275-4351,440,2591,562,6660.02%+122,407
AMERICAN ELECTRIC POWER CO INC2,1582,955+797223,962332,4670.00%+108,505
LAM RESEARCH CORP(LRCX)2,9532,866-87287,457383,7730.01%+96,316
AMGEN INC(AMGN)13,38313,473+903,736,7383,802,1520.05%+65,414
NOVARTIS A G SPON ADR(NVS)165,271156,448-8,82319,999,44420,062,8600.28%+63,416
HCA HEALTHCARE INC(HCA)1,3021,3020498,796554,9120.01%+56,116
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