Fund HoldingsDouglas Lane & Associates, LLC

Total Portfolio Value
$6.49B
Total Bought
$354.20M
Total Sold
$497.26M
Net Transaction
-$143.06M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
QUALCOMM INC(QCOM)01,289,170+1,289,1700186,4532.87%+186,453
LAMB WESTON HOLDINGS INC(LW)341,501570,227+228,72631,57561,6360.95%+30,061
GODADDY INC CL A(GDDY)0920,367+920,367097,7061.51%+97,706
AMERICAN EXPRESS CO(AXP)0632,322+632,3220118,4591.82%+118,459
US BANCORP DEL NEW(USB)1,629,9091,689,722+59,81353,88573,1311.13%+19,246
RTX CORPORATION(RTX)0229,310+229,310019,2940.30%+19,294
AES CORP(AES)03,468,009+3,468,009066,7591.03%+66,759
AMERICAN TOWER CORP NEW(AMT)0357,282+357,282077,1301.19%+77,130
JPMORGAN CHASE & CO(JPM)0873,754+873,7540148,6262.29%+148,626
BOEING CO(BA)064,351+64,351016,7740.26%+16,774
CLEVELAND-CLIFFS INC NEW(CLF)1,743,5132,103,314+359,80127,25142,9500.66%+15,699
MACYS INC(M)02,041,867+2,041,867041,0820.63%+41,082
BANK OF AMERICA CORP02,785,118+2,785,118093,7751.44%+93,775
RXO INC(RXO)2,330,5072,579,390+248,88345,98159,9970.92%+14,016
MICROSOFT CORP(MSFT)0444,449+444,4490167,1312.57%+167,131
ELANCO ANIMAL HEALTH INC(ELAN)3,967,8213,927,230-40,59144,59858,5160.90%+13,917
FREEPORT-MCMORAN INC CL B(FCX)1,174,7161,348,746+174,03043,80557,4160.88%+13,611
LAUDER ESTEE COS INC CL A(EL)0148,154+148,154021,6680.33%+21,668
BLACKSTONE INC(BX)921,576851,237-70,33998,738111,4441.72%+12,706
CVS HEALTH CORP(CVS)1,034,8741,067,416+32,54272,25584,2831.30%+12,028
TRUIST FINANCIAL CORP(TFC)1,544,5371,515,429-29,10844,18955,9500.86%+11,760
MORGAN STANLEY NEW(MS)01,040,415+1,040,415097,0191.49%+97,019
ALCOA CORP(AA)1,023,9501,197,317+173,36729,75640,7090.63%+10,953
ANHEUSER BUSCH INBEV SA/NV SPO(BUD)1,320,0211,296,506-23,51572,99783,7801.29%+10,783
WASTE CONNECTIONS INC(WCN)3,73172,434+68,70350110,8120.17%+10,311
INGERSOLL-RAND PLC SHS(IR)01,052,406+1,052,406081,3931.25%+81,393
TRANSDIGM GROUP INC(TDG)085,509+85,509086,5011.33%+86,501
TECK RESOURCES LTD CL B(TECK)430,005663,366+233,36118,52928,0400.43%+9,512
GE HEALTHCARE TECHNOLOGIES INC(GEHC)0436,253+436,253033,7310.52%+33,731
WORKDAY INC CL A(WDAY)033,595+33,59509,2740.14%+9,274
SIMON PROPERTY GROUP INC NEW(SPG)0256,953+256,953036,6520.56%+36,652
DISNEY WALT CO(DIS)0641,992+641,992057,9650.89%+57,965
VISA INC CL A(V)0430,092+430,0920111,9741.73%+111,974
WHEATON PRECIOUS METAL(WPM)310,914408,449+97,53512,60820,1530.31%+7,545
KENVUE INC(KVUE)61,993392,231+330,2381,2458,4450.13%+7,200
CITIGROUP INC NEW(C)0674,992+674,992034,7220.53%+34,722
REINSURANCE GROUP AMERICA INC(RGA)667,808642,917-24,89196,959104,0111.60%+7,052
PAYPAL HOLDINGS INC(PYPL)0686,347+686,347042,1490.65%+42,149
JOHNSON & JOHNSON(JNJ)480,205520,568+40,36374,79281,5941.26%+6,802
DELTA AIR LINES INC NEW(DAL)02,414,649+2,414,649097,1411.50%+97,141
AMAZON.COM INC(AMZN)0246,045+246,045037,3840.58%+37,384
KIMCO REALTY CORP(KIM)01,460,776+1,460,776031,1290.48%+31,129
THERMO FISHER SCIENTIFIC INC(TMO)0185,911+185,911098,6791.52%+98,679
GENERAL ELECTRIC CO NEW(GE)0829,307+829,3070105,8441.63%+105,844
KYNDRYL HOLDINGS INC(KD)1,319,4931,185,093-134,40019,92424,6260.38%+4,702
VERALTO CORP(VLTO)057,120+57,12004,6990.07%+4,699
SMUCKER J M CO NEW(SJM)0226,776+226,776028,6600.44%+28,660
AUTODESK INC118,013119,208+1,19524,41829,0250.45%+4,607
INTERNATIONAL BUSINESS MACHINE(IBM)298,335283,079-15,25641,85646,2980.71%+4,441
EDISON INTERNATIONAL(EIX)0556,203+556,203039,7630.61%+39,763
STEELCASE INC CL A4,113,1633,714,237-398,92645,94450,2160.77%+4,272
NORDSTROM INC01,242,859+1,242,859022,9310.35%+22,931
NUCOR CORP(NUE)56,01573,934+17,9198,75812,8670.20%+4,110
ROBLOX CORP CL A(RBLX)0416,613+416,613019,0480.29%+19,048
EQUINIX INC(EQIX)094,976+94,976076,4921.18%+76,492
LOWE'S COS INC(LOW)0313,256+313,256069,7151.07%+69,715
ECOLAB INC(ECL)045,545+45,54509,0340.14%+9,034
UBER TECHNOLOGIES INC(UBER)1,133,904903,940-229,96452,14855,6560.86%+3,507
CF INDUSTRIES HOLDINGS INC(CF)3,30446,888+43,5842833,7280.06%+3,444
COMPAGNIE FIN RICHEMONTAG SWI0242,375+242,37503,3330.05%+3,333
APPLE INC(AAPL)0203,162+203,162039,1150.60%+39,115
GENERAL MOTORS CO(GM)02,518,877+2,518,877090,4781.39%+90,478
MERCK & CO INC(MRK)0503,480+503,480054,8890.85%+54,889
ALPHABET INC CAP STK CL C(GOOG)1,039,739995,140-44,599137,090140,2452.16%+3,155
FERRARI N V
COM
0120,762+120,762040,8690.63%+40,869
APTIV PLC SHS(APTV)0378,655+378,655033,9730.52%+33,973
MARTIN MARIETTA MATERIALS INC(MLM)036,218+36,218018,0700.28%+18,070
HONEYWELL INTERNATIONAL INC(HON)0274,427+274,427057,5500.89%+57,550
STRATASYS LTD SHS01,343,018+1,343,018019,1780.30%+19,178
RBC BEARINGS INC(RBC)08,943+8,94302,5480.04%+2,548
ROPER TECHNOLOGIES INC(ROP)070,818+70,818038,6080.59%+38,608
STANLEY BLACK & DECKER INC(SWK)0186,461+186,461018,2920.28%+18,292
ILLINOIS TOOL WORKS INC(ITW)070,580+70,580018,4880.28%+18,488
META PLATFORMS INC CL A(META)0172,295+172,295060,9850.94%+60,985
UNITED RENTALS INC(URI)018,094+18,094010,3750.16%+10,375
INTERNATIONAL FLAVORS & FRAGRA(IFF)1,032,829891,909-140,92070,40872,2181.11%+1,810
EXPEDITORS INTL INC(EXPD)0137,684+137,684017,5130.27%+17,513
COCA COLA CO(KO)01,114,799+1,114,799065,6951.01%+65,695
XPO INC(XPO)0547,125+547,125047,9230.74%+47,923
PRUDENTIAL FINANCIAL INC(PFH)884,876822,009-62,86783,96685,2511.31%+1,285
NESTLE S A SPON ADR0755,278+755,278087,5031.35%+87,503
ACCENTURE PLC IRELAND SHS CLAS
SHS CLASS A
034,526+34,526012,1160.19%+12,116
MASTERCARD INC CL A(MA)0230,892+230,892098,4781.52%+98,478
HALEON PLC ADR(HLN)8,007,8118,226,794+218,98366,70567,7071.04%+1,001
HOME DEPOT INC(HD)029,417+29,417010,1940.16%+10,194
WARNER BROS. DISCOVERY INC(WBD)01,094,547+1,094,547012,4560.19%+12,456
ALCON INC ORD SHS(ALC)88,18396,437+8,2546,7957,5340.12%+738
INTEL CORP(INTC)45,99946,123+1241,6352,3180.04%+682
PEPSICO INC(PEP)0138,395+138,395023,5050.36%+23,505
VULCAN MATERIALS CO(VMC)0145,597+145,597033,0520.51%+33,052
MILLERKNOLL INC(MLKN)479,564458,694-20,87011,72512,2380.19%+513
AT&T INC(T)340,744334,541-6,2035,1185,6140.09%+496
GARTNER INC(IT)09,342+9,34204,2140.06%+4,214
UNITED AIRLINES HOLDINGS INC(UAL)0494,346+494,346020,3970.31%+20,397
SANDOZ GROUP AG SPONSORED ADS013,802+13,80204440.01%+444
COSTCO WHOLESALE CORP NEW(COST)6,3806,124-2563,6044,0420.06%+438
DOMINOS PIZZA INC(DPZ)2,1402,707+5678111,1160.02%+305
ADOBE INC(ADBE)3,9523,887-652,0152,3190.04%+304
NEW YORK TIMES CO CL A(NYT)068,255+68,25503,3440.05%+3,344
ZOETIS INC CL A(ZTS)07,739+7,73901,5280.02%+1,528
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