Fund HoldingsDouglas Lane & Associates, LLC

Total Portfolio Value
$7.09B
Total Bought
$448.68M
Total Sold
$721.30M
Net Transaction
-$272.61M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APTIV PLC(APTV)01,011,935+1,011,935061,2020.86%+61,202
COSTAR GROUP INC(CSGP)0383,384+383,384027,4460.39%+27,446
WILLSCOT HOLDINGS CORP(WSC)208,248997,693+789,4457,83033,3730.47%+25,543
GODADDY INC CL A(GDDY)852,561798,203-54,358133,665157,5412.22%+23,877
SALESFORCE INC(CRM)90,637142,741+52,10424,80847,7230.67%+22,914
ALPHABET INC CAP STK CL C(GOOG)0928,344+928,3440176,7942.49%+176,794
WORKDAY INC CL A(WDAY)167,533238,288+70,75540,94761,4850.87%+20,539
HEALTHPEAK PROPERTIES INC(DOC)1,484,3252,574,455+1,090,13033,94752,1840.74%+18,238
MORGAN STANLEY NEW(MS)1,000,142968,815-31,327104,255121,7991.72%+17,545
UNITED AIRLINES HOLDINGS INC(UAL)504,108465,346-38,76228,76445,1850.64%+16,421
JPMORGAN CHASE & CO(JPM)0764,012+764,0120183,1412.58%+183,141
DELTA AIR LINES INC NEW(DAL)2,241,3712,142,462-98,909113,839129,6191.83%+15,780
VISA INC CL A(V)408,734402,813-5,921112,381127,3051.80%+14,924
BOEING CO(BA)0434,740+434,740076,9491.09%+76,949
ZOETIS INC CL A(ZTS)8,28197,395+89,1141,61815,8690.22%+14,251
KYNDRYL HOLDINGS INC(KD)0999,286+999,286034,5750.49%+34,575
NUCOR CORP(NUE)97,568204,864+107,29614,66823,9100.34%+9,241
AMAZON.COM INC(AMZN)0249,275+249,275054,6880.77%+54,688
NVIDIA CORP(NVDA)02,028,051+2,028,0510272,3473.84%+272,347
BLACKSTONE INC(BX)740,485707,350-33,135113,390121,9611.72%+8,571
SCHLUMBERGER LTD(SLB)1,042,5261,362,494+319,96843,73452,2380.74%+8,504
DISNEY WALT CO(DIS)0645,738+645,738071,9031.01%+71,903
INTUIT INC(INTU)11,75024,666+12,9167,29715,5020.22%+8,206
RBC BEARINGS INC(RBC)126,073147,452+21,37937,74444,1090.62%+6,365
WARNER BROS. DISCOVERY INC(WBD)1,515,5691,726,841+211,27212,50318,2530.26%+5,749
ROPER TECHNOLOGIES INC(ROP)92,190109,656+17,46651,29857,0050.80%+5,706
COMPAGNIE FINANCIERE RICHEMONT2,432,8022,894,378+461,57638,58844,0430.62%+5,455
ALPHABET INC CAP STK CL A(GOOG)0239,044+239,044045,2510.64%+45,251
EQUINIX INC(EQIX)97,41697,141-27586,47091,5941.29%+5,124
AIR PRODUCTS & CHEMICALS INC217,377239,987+22,61064,72269,6060.98%+4,884
PAYPAL HOLDINGS INC(PYPL)810,391795,899-14,49263,23567,9300.96%+4,695
MASTERCARD INC CL A(MA)215,231209,853-5,378106,281110,5021.56%+4,221
BANK OF AMERICA CORP02,208,470+2,208,470097,0621.37%+97,062
BRISTOL-MYERS SQUIBB CO(BMY)1,799,0931,714,269-84,82493,08596,9591.37%+3,874
LAUDER ESTEE COS INC CL A(EL)344,610509,393+164,78334,35438,1940.54%+3,840
APPLE INC(AAPL)182,640184,171+1,53142,55546,1200.65%+3,565
CITIGROUP INC NEW(C)0599,754+599,754042,2170.60%+42,217
WASTE CONNECTIONS INC(WCN)106,946129,256+22,31019,12422,1780.31%+3,054
CHEVRON CORP NEW(CVX)0480,006+480,006069,5240.98%+69,524
AMERICAN EXPRESS CO(AXP)532,686494,431-38,255144,464146,7422.07%+2,278
ILLUMINA INC(ILMN)290,345294,787+4,44237,86439,3920.56%+1,529
GRAIL INC(GRAL)120,918169,977+49,0591,6643,0340.04%+1,370
US BANCORP DEL NEW(USB)1,522,5261,481,162-41,36469,62570,8441.00%+1,219
EOG RESOURCES INC(EOG)0511,493+511,493062,6990.88%+62,699
HERSHEY CO(HSY)274,911317,461+42,55052,72353,7620.76%+1,040
VULCAN MATERIALS CO(VMC)0138,778+138,778035,6980.50%+35,698
INTUITIVE SURGICAL INC NEW38,41937,925-49418,87419,7950.28%+921
MACYS INC(M)01,749,793+1,749,793029,6240.42%+29,624
CARLISLE COS INC(CSL)02,134+2,13407870.01%+787
XPO INC(XPO)0350,471+350,471045,9640.65%+45,964
HUBBELL INC(HUBB)02,690+2,69001,1270.02%+1,127
MODERNA INC(MRNA)0773,804+773,804032,1750.45%+32,175
MARSH & MCLENNAN COS INC(MRSH)07,005+7,00501,4880.02%+1,488
BLACKROCK INC(BLK)0400+40004100.01%+410
WALMART INC(WMT)023,611+23,61102,1330.03%+2,133
EMERSON ELECTRIC CO(EMR)08,904+8,90401,1030.02%+1,103
CF INDUSTRIES HOLDINGS INC(CF)119,411123,186+3,77510,24510,5100.15%+265
BROADCOM INC(AVGO)04,270+4,27009900.01%+990
ALTRIA GROUP INC(MO)04,731+4,73102470.00%+247
BROADRIDGE FINANCIAL SOLUTIONS(BR)065,823+65,823014,8820.21%+14,882
TRANE TECHNOLOGIES PLC SHS(TT)01,199+1,19904430.01%+443
AUTOMATIC DATA PROCESSING INC5,4465,775+3291,5071,6910.02%+183
BROOKFIELD CORP CL A LTD VT SH(BN)011,305+11,30506490.01%+649
NETFLIX INC(NFLX)0579+57905160.01%+516
CISCO SYSTEMS INC(CSCO)182,730166,691-16,0399,7259,8680.14%+143
ULTA BEAUTY INC(ULTA)02,109+2,10909170.01%+917
KKR & CO INC(KKR)07,121+7,12101,0530.01%+1,053
CONSOLIDATED EDISON INC(ED)05,504+5,50404910.01%+491
WELLS FARGO CO NEW(WFC)010,632+10,63207470.01%+747
MCDONALDS CORP(MCD)02,359+2,35906840.01%+684
PHILIP MORRIS INTERNATIONAL IN(PM)05,947+5,94707160.01%+716
GOLDMAN SACHS GROUP INC(GS)01,276+1,27607310.01%+731
KIMCO REALTY CORP(KIM)1,397,8551,387,108-10,74732,45832,5000.46%+42
VERISK ANALYTICS INC(VRSK)04,767+4,76701,3130.02%+1,313
ENTERPRISE PRODUCTS PARTNERS L(EPD)014,372+14,37204510.01%+451
COSTCO WHOLESALE CORP NEW(COST)04,910+4,91004,4980.06%+4,498
VALERO ENERGY CORP NEW(VLO)030,528+30,52803,7420.05%+3,742
CUMMINS INC(CMI)620630+102012200.00%+19
PAYCHEX INC(PAYX)02,653+2,65303720.01%+372
DEERE & CO(DE)0557+55702360.00%+236
AUTOZONE INC(AZO)0124+12403970.01%+397
NORTHERN OIL AND GAS INC MN(NOG)06,550+6,55002430.00%+243
SYNCHRONY FINANCIAL(SYF)032,685+32,68502,1250.03%+2,125
EATON CORP PLC SHS(ETN)0986+98603270.00%+327
DUKE ENERGY CORP NEW(DUK)03,748+3,74804040.01%+404
TJX COS INC NEW(TJX)1,7291,728-12032090.00%+6
COGNIZANT TECHNOLOGY SOLUTIONS(CTSH)03,039+3,03902340.00%+234
PUBLIC SERVICES ENTERPRISE GRO(PEG)2,3242,468+1442072080.00%+1
FEDEX CORP(FDX)08,114+8,11402,2830.03%+2,283
SNAP INC CL A(SNAP)011,267+11,26701210.00%+121
HARTCOURT COMPANIES INC NEW010,000+10,000000
SOLUCORP INDUSTRIES LTD017,000+17,000000
LIQUIDMETAL TECHNOLOGIES INC010,000+10,000000.00%0
STRYKER CORP(SYK)1,2141,21404394370.01%-1
PLUG POWER INC(PLUG)023,000+23,0000490.00%+49
CORTEVA INC(CTVA)3,5223,52202072010.00%-6
QURATE RETAIL INC021,990+21,990070.00%+7
TRANSACT TECHNOLOGIES012,081+12,0810490.00%+49
L3HARRIS TECHNOLOGIES INC(LHX)0958+95802010.00%+201
TEXAS INSTRUMENTS INC(TXN)01,947+1,94703650.01%+365
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