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 HLN
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,004,767 | 6,693,783 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $68,357,299 | 6,761,355 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $73,257,774 | 8,166,976 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $84,804,034 | 8,177,824 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $88,587,566 | 8,609,093 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $82,274,381 | 8,624,149 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $89,530,964 | 8,462,284 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $70,488,923 | 8,533,768 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $71,331,927 | 8,401,876 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $67,706,514 | 8,226,794 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $66,705,065 | 8,007,811 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $58,631,943 | 6,996,652 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $54,243,079 | 6,663,769 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $46,662,336 | 5,832,792 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,644,403 | 2,404,664 | Shares | Sole | 2022-10-14 | |
| No 13F history on record for this holder in this stock. | ||||||