Fund HoldingsDouglas Lane & Associates, LLC

Total Portfolio Value
$7.29B
Total Bought
$442.57M
Total Sold
$639.53M
Net Transaction
-$196.96M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SLB LIMITED(SLB)01,280,210+1,280,210049,1340.67%+49,134
ALPHABET INC CAP STK CL C(GOOG)870,937827,468-43,469212,117259,6603.56%+47,543
ALCOA CORP(AA)1,293,5381,262,986-30,55242,54467,1150.92%+24,571
SYNOPSYS INC(SNPS)84048,730+47,89041422,8890.31%+22,475
THERMO FISHER SCIENTIFIC INC(TMO)216,276218,069+1,793104,898126,3601.73%+21,462
GARTNER INC(IT)119,827200,418+80,59131,49950,5610.69%+19,062
FREEPORT-MCMORAN INC CL B(FCX)01,542,047+1,542,047078,3211.07%+78,321
VERISK ANALYTICS INC(VRSK)29,052112,011+82,9597,30725,0560.34%+17,749
JOHNSON & JOHNSON(JNJ)667,373680,227+12,854123,744140,7731.93%+17,029
DANAHER CORP(DHR)422,479437,475+14,99683,761100,1471.37%+16,386
AMAZON.COM INC(AMZN)462,886507,234+44,348101,636117,0801.61%+15,444
BRISTOL-MYERS SQUIBB CO(BMY)01,572,246+1,572,246084,8071.16%+84,807
ILLUMINA INC(ILMN)307,609333,623+26,01429,21443,7580.60%+14,544
MERCK & CO INC(MRK)539,350565,829+26,47945,26859,5590.82%+14,292
PEPSICO INC(PEP)389,656479,629+89,97354,72368,8360.94%+14,113
DELTA AIR LINES INC NEW(DAL)1,780,5271,659,202-121,325101,045115,1491.58%+14,104
WARNER BROS. DISCOVERY INC(WBD)1,735,3701,646,515-88,85533,89247,4530.65%+13,561
ALCON INC ORD SHS(ALC)0290,024+290,024022,8570.31%+22,857
SALESFORCE INC(CRM)252,728276,131+23,40359,89773,1501.00%+13,253
NIKE INC CL B(NKE)41,765223,296+181,5312,91214,2260.20%+11,314
NESTLE S A SPON ADR0957,576+957,576095,1711.31%+95,171
MODERNA INC(MRNA)1,128,4341,291,465+163,03129,14738,0850.52%+8,938
US BANCORP DEL NEW(USB)1,392,8481,408,900+16,05267,31675,1791.03%+7,863
LAUDER ESTEE COS INC CL A(EL)503,330498,425-4,90544,35352,1950.72%+7,842
ALPHABET INC CAP STK CL A(GOOG)193,168174,739-18,42946,95954,6930.75%+7,734
MORGAN STANLEY NEW(MS)848,428800,539-47,889134,866142,1201.95%+7,254
RBC BEARINGS INC(RBC)148,469144,743-3,72657,94664,9070.89%+6,961
NUCOR CORP(NUE)251,447250,987-46034,05340,9380.56%+6,885
REINSURANCE GROUP AMERICA INC(RGA)0550,742+550,7420112,0541.54%+112,054
WASTE CONNECTIONS INC(WCN)214,289250,973+36,68437,67244,0110.60%+6,339
HNI CORP(HNI)0140,882+140,88205,9230.08%+5,923
GENERAL MOTORS CO(GM)615,177530,825-84,35237,50743,1670.59%+5,659
ZOETIS INC CL A(ZTS)306,753401,246+94,49344,88450,4850.69%+5,601
HERSHEY CO(HSY)348,165388,518+40,35365,12470,7030.97%+5,578
TECK RESOURCES LTD CL B(TECK)1,150,0761,165,917+15,84150,47755,8360.77%+5,359
TRUIST FINANCIAL CORP(TFC)1,143,8281,167,167+23,33952,29657,4360.79%+5,140
COMPAGNIE FINANCIERE RICHEMONT02,633,006+2,633,006057,1800.78%+57,180
EXPEDITORS INTL INC(EXPD)152,075154,970+2,89518,64323,0920.32%+4,449
HONEYWELL INTERNATIONAL INC(HON)072,783+72,783014,1990.19%+14,199
COCA COLA CO(KO)0981,143+981,143068,5920.94%+68,592
MACYS INC(M)1,327,9311,264,186-63,74523,81027,8750.38%+4,065
IHEARTMEDIA INC CL A4,166,6503,846,114-320,53611,95816,0000.22%+4,042
MILLERKNOLL INC(MLKN)0445,145+445,14508,1370.11%+8,137
EXXON MOBIL CORP470,088473,868+3,78053,00257,0250.78%+4,023
UNITED AIRLINES HOLDINGS INC(UAL)404,986385,397-19,58939,08143,0950.59%+4,014
GRAIL INC(GRAL)168,316161,624-6,6929,95313,8330.19%+3,881
INTUIT INC(INTU)56,66963,122+6,45338,70041,8130.57%+3,113
GSK PLC SPONSORED ADR(GSK)01,044,790+1,044,790051,2370.70%+51,237
STANLEY BLACK & DECKER INC(SWK)72,485106,850+34,3655,3887,9370.11%+2,549
CLEVELAND-CLIFFS INC NEW(CLF)2,408,1712,401,775-6,39629,38031,8960.44%+2,516
BOEING CO(BA)396,403404,314+7,91185,55687,7851.20%+2,229
ANHEUSER BUSCH INBEV SA/NV SPO(BUD)0797,686+797,686051,0840.70%+51,084
AES CORP(AES)3,788,6313,583,052-205,57949,85851,3810.71%+1,523
EQUINIX INC(EQIX)107,789112,030+4,24184,42585,8331.18%+1,408
CANADIAN PACIFIC KANSAS CITY(CP)159,871179,258+19,38711,90913,1990.18%+1,290
CITIGROUP INC NEW(C)519,830462,756-57,07452,76353,9990.74%+1,236
RTX CORP(RTX)0180,270+180,270033,0610.45%+33,061
KYNDRYL HOLDINGS INC(KD)0962,390+962,390025,5610.35%+25,561
INTERNATIONAL FLAVORS & FRAGRA(IFF)0565,500+565,500038,1090.52%+38,109
CISCO SYSTEMS INC(CSCO)0137,744+137,744010,6100.15%+10,610
NOVARTIS A G SPON ADR(NVS)156,448151,029-5,41920,06320,8220.29%+759
CONSOLIDATED EDISON INC(ED)011,439+11,43901,1360.02%+1,136
SOLSTICE ADVANCED MATLS INC013,097+13,09706360.01%+636
LILLY ELI & CO(LLY)02,651+2,65102,8490.04%+2,849
APPLIED MATERIALS INC02,293+2,29305890.01%+589
COMCAST CORP NEW CL A(CCZ)02,038,756+2,038,756060,9380.84%+60,938
MICRON TECHNOLOGY INC(MU)01,871+1,87105340.01%+534
APPLE INC(AAPL)174,473165,180-9,29344,42644,9060.62%+480
AMGEN INC(AMGN)13,47313,036-4373,8024,2670.06%+465
FEDEX CORP(FDX)07,833+7,83302,2630.03%+2,263
CHUBB LIMITED
COM
018,998+18,99805,9300.08%+5,930
WABTEC CORP(WAB)01,850+1,85003950.01%+395
TRANSDIGM GROUP INC(TDG)082,048+82,0480109,1121.50%+109,112
ACCENTURE PLC IRELAND SHS CLAS
SHS CLASS A
026,131+26,13107,0110.10%+7,011
UNILEVER PLC SPON ADR NEW(UL)05,579+5,57903650.01%+365
WALMART INC(WMT)26,16326,424+2612,6962,9440.04%+248
COGNIZANT TECHNOLOGY SOLUTIONS(CTSH)02,969+2,96902460.00%+246
ADVANCED MICRO DEVICES(AMD)01,106+1,10602370.00%+237
AKAMAI TECHNOLOGIES INC(AKAM)02,600+2,60002270.00%+227
BROOKFIELD INFRASTRUCTURE CORP(BIPC)04,800+4,80002180.00%+218
CARDINAL HEALTH INC(CAH)01,050+1,05002160.00%+216
UNITED PARCEL SERVICE INC CL B(UPS)02,054+2,05402040.00%+204
INTEL CORP(INTC)05,507+5,50702030.00%+203
CATERPILLAR INC(CAT)3,2752,971-3041,5631,7020.02%+139
SOUTHWEST AIRLINES CO(LUV)013,858+13,85805730.01%+573
STARBUCKS CORP(SBUX)014,516+14,51601,2220.02%+1,222
WELLS FARGO CO NEW(WFC)07,664+7,66407140.01%+714
LAM RESEARCH CORP(LRCX)2,8662,86603844910.01%+107
CLEARWAY ENERGY INC CL C(CWEN)012,500+12,50004160.01%+416
S&P GLOBAL INC(SPGI)01,567+1,56708190.01%+819
BROOKFIELD RENEWABLE CORP(BEPC)013,815+13,81505300.01%+530
HCA HEALTHCARE INC(HCA)1,3021,30205556080.01%+53
LAMAR ADVERTISING CO NEW CL A(LAMR)011,883+11,88301,5040.02%+1,504
CUMMINS INC(CMI)585575-102472940.00%+46
GOLDMAN SACHS GROUP INC(GS)01,068+1,06809390.01%+939
PHILLIPS 66(PSX)02,290+2,29002960.00%+296
PROLOGIS INC(PLD)02,276+2,27602910.00%+291
TARGET CORP(TGT)03,038+3,03802970.00%+297
MONDELEZ INTL INC CL A(MDLZ)019,805+19,80501,0660.01%+1,066
SHOPIFY INC CL A(SHOP)01,771+1,77102850.00%+285
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