Douglas Lane & Associates, LLC
CIK
1672594
City
NEW YORK
State / Country
NY
Top Portfolio Positions
231 positions ·
$6,438,720,525 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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 EXPD
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,020,180 | 153,740 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $23,092,079 | 154,970 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $18,642,874 | 152,075 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $15,515,721 | 135,805 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $15,829,589 | 131,639 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $14,399,989 | 129,999 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $17,290,269 | 131,585 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $16,611,920 | 133,119 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $16,520,876 | 135,896 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $17,513,404 | 137,684 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $15,879,693 | 138,530 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $16,961,712 | 140,029 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $15,566,122 | 141,356 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $14,776,384 | 142,190 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $12,603,249 | 142,716 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $13,864,172 | 142,255 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $14,693,181 | 142,431 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $19,294,518 | 143,678 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $17,295,769 | 145,184 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $18,476,510 | 145,944 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $15,883,844 | 147,496 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $14,168,061 | 148,965 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $14,311,936 | 158,108 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $12,577,852 | 165,411 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $11,354,543 | 170,182 | Shares | Sole | 2020-04-20 | |
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