Douglas Lane & Associates, LLC
Top Portfolio Positions
231 positions ·
$6,438,720,525 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,542,500 | $269,012,000 | 4.18% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
596,561 | $175,484,383 | 2.73% | |
| JNJ |
Johnson & Johnson
Healthcare
|
672,703 | $164,435,521 | 2.55% | |
| MS |
Morgan Stanley
Financial Services
|
781,579 | $128,624,456 | 2.00% | |
| MSFT |
Microsoft Corp
Technology
|
344,925 | $127,680,887 | 1.98% | |
| QCOM |
Qualcomm Inc/De
Technology
|
976,819 | $125,794,750 | 1.95% | |
| RGA |
Reinsurance Group Of America Inc
Financial Services
|
545,633 | $111,396,433 | 1.73% | |
| GE |
General Electric Co
Industrials
|
388,703 | $110,302,250 | 1.71% | |
| EQIX |
Equinix Inc
Real Estate
|
111,075 | $108,880,158 | 1.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
519,867 | $108,272,700 | 1.68% |
Portfolio Trend
Holdings in DOC
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,717,562 | 2,965,159 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $45,053,796 | 2,801,853 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $64,162,841 | 3,350,540 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $53,844,107 | 3,075,049 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $56,471,427 | 2,792,850 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $52,184,202 | 2,574,455 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $33,946,512 | 1,484,325 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,631,205 | 236,286 | Shares | Sole | 2024-07-08 | |
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