Douglas Lane & Associates, LLC
Top Portfolio Positions
236 positions ·
$6,565,169,574 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,542,500 | $269,012,000 | 4.10% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
596,561 | $175,484,383 | 2.67% | |
| JNJ |
Johnson & Johnson
Healthcare
|
672,703 | $164,435,521 | 2.50% | |
| MS |
Morgan Stanley
Financial Services
|
781,579 | $128,624,456 | 1.96% | |
| MSFT |
Microsoft Corp
Technology
|
344,925 | $127,680,887 | 1.94% | |
| QCOM |
Qualcomm Inc/De
Technology
|
976,819 | $125,794,750 | 1.92% | |
| RGA |
Reinsurance Group Of America Inc
Financial Services
|
545,633 | $111,396,433 | 1.70% | |
| GE |
General Electric Co
Industrials
|
388,703 | $110,302,250 | 1.68% | |
| EQIX |
Equinix Inc
Real Estate
|
111,075 | $108,880,158 | 1.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
519,867 | $108,272,700 | 1.65% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AMT
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,529,119 | 437,647 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $75,968,085 | 432,694 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $79,484,317 | 413,292 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $91,483,051 | 413,913 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $95,557,734 | 439,144 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $79,097,580 | 431,261 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $95,390,763 | 410,177 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $77,677,163 | 399,615 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $72,094,070 | 364,867 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $77,130,038 | 357,282 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $58,625,767 | 356,496 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $63,020,415 | 324,948 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $64,545,897 | 315,875 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $66,923,607 | 315,886 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $66,033,990 | 307,564 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $79,296,797 | 310,250 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $78,642,662 | 313,043 | Shares | Sole | 2022-04-25 | |
| 2021-09-30 | $85,335,684 | 321,524 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $88,845,534 | 328,887 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $75,474,349 | 315,713 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $60,487,031 | 269,478 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $59,865,401 | 247,654 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $63,262,928 | 244,693 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $51,439,082 | 236,230 | Shares | Sole | 2020-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||