Douglas Lane & Associates, LLC
Top Portfolio Positions
216 positions ·
$6,341,117,287 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,579,187 | $294,518,375 | 4.64% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
607,589 | $195,777,327 | 3.09% |
| QCOM |
Qualcomm Inc/De
Technology
|
977,426 | $167,188,717 | 2.64% |
| MSFT |
Microsoft Corp
Technology
|
345,681 | $167,178,245 | 2.64% |
| MS |
Morgan Stanley
Financial Services
|
800,539 | $142,119,688 | 2.24% |
| JNJ |
Johnson & Johnson
|
680,227 | $140,772,977 | 2.22% |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
218,069 | $126,360,082 | 1.99% |
| GE |
General Electric Co
Industrials
|
405,720 | $124,973,931 | 1.97% |
| V |
Visa Inc.
Financial Services
|
344,864 | $120,947,253 | 1.91% |
| AMZN |
Amazon Com Inc
|
507,234 | $117,079,751 | 1.85% |
Portfolio Trend
Holdings in AES
Export CSVShares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $51,380,965 | 3,583,052 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $49,858,383 | 3,788,631 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $39,854,883 | 3,788,487 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $46,335,368 | 3,730,706 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $45,575,282 | 3,541,203 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $70,392,164 | 3,509,081 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $62,567,209 | 3,561,025 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $63,830,782 | 3,559,999 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $66,759,173 | 3,468,009 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $48,175,655 | 3,169,451 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $60,477,328 | 2,917,382 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $68,379,181 | 2,839,667 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $83,182,375 | 2,892,294 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $70,365,597 | 3,113,522 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $67,193,110 | 3,198,149 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $82,040,053 | 3,188,498 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $75,747,692 | 3,117,189 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $68,121,295 | 2,983,850 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $76,354,937 | 2,928,843 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $76,667,055 | 2,859,644 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $66,889,084 | 2,846,344 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $47,002,277 | 2,595,377 | Shares | Sole | 2020-10-19 | |
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