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 CHTR
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,394,564 | 145,426 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $26,556,966 | 127,219 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $34,108,963 | 123,983 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $57,942,276 | 141,734 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $75,345,589 | 204,449 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $78,517,295 | 229,067 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $78,690,837 | 242,813 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $74,999,198 | 250,867 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $65,665,232 | 225,941 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $97,001,701 | 249,567 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $112,020,394 | 254,696 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $90,029,161 | 245,064 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $80,451,521 | 224,970 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $71,261,865 | 210,150 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $46,020,015 | 151,706 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $62,210,944 | 132,779 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $63,796,927 | 116,947 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $64,362,478 | 98,720 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $61,209,622 | 84,130 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $56,323,601 | 78,070 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $43,898,504 | 71,146 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $25,073,406 | 37,901 | Shares | Sole | 2021-01-14 | |
| No 13F history on record for this holder in this stock. | ||||||