Fund Holdings — Douglas Lane & Associates, LLC

Total Portfolio Value
$7.18B
Total Bought
$392.37M
Total Sold
$622.40M
Net Transaction
-$230.03M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ALPHABET INC CAP STK CL C(GOOG)885,528870,937-14,591157,084212,1172.96%+55,033
SCHLUMBERGER LTD37,7031,498,905+1,461,20220,48851,5170.72%+31,029
NVIDIA CORP(NVDA)1,791,1471,674,681-116,466282,983312,4624.35%+29,479
GARTNER INC(IT)6,586119,827+113,2412,66231,4990.44%+28,837
JOHNSON & JOHNSON(JNJ)632,425667,373+34,94896,603123,7441.72%+27,141
THERMO FISHER SCIENTIFIC INC(TMO)199,531216,276+16,74580,902104,8981.46%+23,996
AMAZON.COM INC(AMZN)367,530462,886+95,35680,632101,6361.42%+21,003
ELANCO ANIMAL HEALTH INC(ELAN)3,512,6753,444,268-68,40750,16169,3680.97%+19,207
LAMB WESTON HOLDINGS INC(LW)1,066,8411,279,345+212,50455,31674,3041.04%+18,989
APTIV PLC(APTV)999,159991,833-7,32668,16385,5161.19%+17,353
DANAHER CORP(DHR)349,127422,479+73,35268,96783,7611.17%+14,794
PEPSICO INC(PEP)305,799389,656+83,85740,37854,7230.76%+14,346
WARNER BROS. DISCOVERY INC(WBD)1,778,5921,735,370-43,22220,38333,8920.47%+13,509
CLEVELAND-CLIFFS INC NEW(CLF)2,177,4152,408,171+230,75616,54829,3800.41%+12,831
ALPHABET INC CAP STK CL A(GOOG)200,204193,168-7,03635,28246,9590.65%+11,677
BLACKSTONE INC(BX)647,748630,226-17,52296,890107,6741.50%+10,784
HEALTHPEAK PROPERTIES INC(DOC)3,075,0493,350,540+275,49153,84464,1630.89%+10,319
HERSHEY CO(HSY)330,981348,165+17,18454,92665,1240.91%+10,198
AIR PRODUCTS & CHEMICALS INC259,582305,347+45,76573,21883,2741.16%+10,056
VULCAN MATERIALS CO(VMC)155,363164,392+9,02940,52250,5700.70%+10,048
EQUINIX INC(EQIX)93,525107,789+14,26474,39784,4251.18%+10,028
AES CORP(AES)3,788,4873,788,631+14439,85549,8580.69%+10,003
ZOETIS INC CL A(ZTS)226,847306,753+79,90635,37744,8840.63%+9,507
APPLE INC(AAPL)173,746174,473+72735,64744,4260.62%+8,779
WASTE CONNECTIONS INC(WCN)154,832214,289+59,45728,91037,6720.52%+8,762
MORGAN STANLEY NEW(MS)896,454848,428-48,026126,275134,8661.88%+8,592
TECK RESOURCES LTD CL B(TECK)1,037,9761,150,076+112,10041,91350,4770.70%+8,563
COSTAR GROUP INC(CSGP)584,311654,782+70,47146,97955,2440.77%+8,265
WORKDAY INC CL A(WDAY)254,359285,084+30,72561,04668,6280.96%+7,582
WHEATON PRECIOUS METAL(WPM)491,100457,435-33,66544,10151,1600.71%+7,059
CHEVRON CORP NEW(CVX)481,218487,924+6,70668,90675,7701.06%+6,864
MACYS INC(M)1,461,5141,327,931-133,58317,04123,8100.33%+6,769
GE AEROSPACE NEW(GE)509,850458,186-51,664131,230137,8321.92%+6,601
VERISK ANALYTICS INC(VRSK)4,39529,052+24,6571,3697,3070.10%+5,938
GENERAL MOTORS CO(GM)642,951615,177-27,77431,64037,5070.52%+5,868
ZIMMER BIOMET HOLDINGS INC(ZBH)402,349431,360+29,01136,69842,4890.59%+5,791
LOWE'S COS INC(LOW)238,317232,917-5,40052,87558,5340.82%+5,659
SALESFORCE INC(CRM)201,589252,728+51,13954,97159,8970.83%+4,925
SIMON PROPERTY GROUP INC NEW(SPG)211,196206,034-5,16233,95238,6660.54%+4,715
CITIGROUP INC NEW(C)564,770519,830-44,94048,07352,7630.74%+4,690
MICROSOFT CORP(MSFT)362,141356,768-5,373180,133184,7882.57%+4,655
UNITED AIRLINES HOLDINGS INC(UAL)433,640404,986-28,65434,53139,0810.54%+4,550
DELTA AIR LINES INC NEW(DAL)1,966,5881,780,527-186,06196,717101,0451.41%+4,328
IHEARTMEDIA INC CL A(IHRT)4,353,3204,166,650-186,6707,66211,9580.17%+4,296
MERCK & CO INC(MRK)519,901539,350+19,44941,15545,2680.63%+4,112
MARTIN MARIETTA MATERIALS INC(MLM)41,55842,703+1,14522,81426,9150.38%+4,101
QUALCOMM INC(QCOM)1,025,4861,005,731-19,755163,319167,3132.33%+3,995
DIAGEO P L C SPON ADR NEW(DEO)419,290483,949+64,65942,28146,1830.64%+3,902
ALCOA CORP(AA)1,309,5651,293,538-16,02738,64542,5440.59%+3,899
US BANCORP DEL NEW(USB)1,407,0191,392,848-14,17163,66867,3160.94%+3,649
LAUDER ESTEE COS INC CL A(EL)504,284503,330-95440,74644,3530.62%+3,607
MODERNA INC(MRNA)930,1651,128,434+198,26925,66329,1470.41%+3,484
INTUIT INC(INTU)44,88056,669+11,78935,34838,7000.54%+3,351
EXPEDITORS INTL INC(EXPD)135,805152,075+16,27015,51618,6430.26%+3,127
MARATHON PETROLEUM CORP(MPC)118,944118,538-40619,75822,8470.32%+3,089
EXXON MOBIL CORP466,278470,088+3,81050,26553,0020.74%+2,738
NIKE INC CL B(NKE)3,33941,765+38,4262372,9120.04%+2,675
TRUIST FINANCIAL CORP(TFC)1,155,1641,143,828-11,33649,66052,2960.73%+2,635
SMUCKER J M CO NEW(SJM)308,401299,416-8,98530,28532,5170.45%+2,232
CANADIAN PACIFIC KANSAS CITY(CP)122,080159,871+37,7919,67711,9090.17%+2,232
NUCOR CORP(NUE)246,846251,447+4,60131,97634,0530.47%+2,077
UNITED RENTALS INC(URI)13,94512,858-1,08710,50612,2750.17%+1,769
RBC BEARINGS INC(RBC)145,997148,469+2,47256,18057,9460.81%+1,766
ORGANON & CO(OGN)315,952443,876+127,9243,0584,7410.07%+1,682
ILLUMINA INC(ILMN)288,695307,609+18,91427,54429,2140.41%+1,669
CVS HEALTH CORP(CVS)592,385563,420-28,96540,86342,4760.59%+1,614
UNITEDHEALTH GROUP INC(UNH)77,27174,074-3,19724,10625,5780.36%+1,472
FORD MOTOR CO(F)2,067,1881,997,801-69,38722,42923,8940.33%+1,465
APA CORP(APA)325,457305,214-20,2435,9537,4110.10%+1,458
ROPER TECHNOLOGIES INC(ROP)116,723135,459+18,73666,16367,5520.94%+1,389
GRAIL INC(GRAL)168,646168,316-3308,6729,9530.14%+1,281
STANLEY BLACK & DECKER INC(SWK)61,46172,485+11,0244,1645,3880.08%+1,224
VALERO ENERGY CORP NEW(VLO)31,33231,772+4404,2125,4100.08%+1,198
WILLSCOT HOLDINGS CORP(WSC)1,270,5491,699,982+429,43334,81335,8870.50%+1,074
INGERSOLL-RAND PLC SHS(IR)832,925849,523+16,59869,28370,1880.98%+905
HOME DEPOT INC(HD)26,64826,240-4089,77010,6320.15%+862
RXO INC(RXO)3,739,7783,866,005+126,22758,78959,4590.83%+670
WALMART INC(WMT)22,41426,163+3,7492,1922,6960.04%+505
BOEING CO(BA)406,297396,403-9,89485,13185,5561.19%+424
DISTRIBUTION SOLUTIONS GRP INC(DSGR)014,000+14,00004210.01%+421
SYNOPSYS INC(SNPS)0840+84004140.01%+414
ABBVIE INC(ABBV)10,3359,986-3491,9182,3120.03%+394
TESLA INC(TSLA)0798+79803550.00%+355
JPMORGAN CHASE & CO(JPM)701,037645,333-55,704203,238203,5572.84%+320
BANK NEW YORK MELLON CORP02,310+2,31002520.00%+252
CUMMINS INC(CMI)0585+58502470.00%+247
WELLTOWER INC(WELL)01,232+1,23202190.00%+219
PUBLIC SERVICES ENTERPRISE GRO(PEG)02,625+2,62502190.00%+219
STRATASYS LTD SHS(SSYS)581,608615,022+33,4146,6716,8880.10%+217
TRAVELERS COMPANIES INC(TRV)0728+72802030.00%+203
STERLING INFRASTRUCTURE INC(STRL)1,6001,60003695430.01%+174
NEWSMAX INC013,656+13,65601690.00%+169
BROADCOM INC(AVGO)3,4753,389-869581,1180.02%+160
TAIWAN SEMICONDUCTOR MFG LTD S(TSM)1,0431,294+2512363620.01%+125
CATERPILLAR INC(CAT)3,7103,275-4351,4401,5630.02%+122
AMERICAN ELECTRIC POWER CO INC2,1582,955+7972243320.00%+109
LAM RESEARCH CORP(LRCX)2,9532,866-872873840.01%+96
AMGEN INC(AMGN)13,38313,473+903,7373,8020.05%+65
NOVARTIS A G SPON ADR(NVS)165,271156,448-8,82319,99920,0630.28%+63
HCA HEALTHCARE INC(HCA)1,3021,30204995550.01%+56
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Douglas Lane & Associates, LLC — 13F Holdings — Q3 2025 | TickerTrail