Douglas Lane & Associates, LLC

CIK

1672594

City

NEW YORK

State / Country

Stock

SJM — J M SMUCKER Co

Top Portfolio Positions

236 positions · $6,565,169,574 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$26,440,665	274,167	-1.7%	Shares	Sole	2026-04-15
2025-12-31	$27,268,254	278,788	-6.9%	Shares	Sole	2026-01-22
2025-09-30	$32,516,577	299,416	-2.9%	Shares	Sole	2025-10-10
2025-06-30	$30,284,978	308,401	+2.0%	Shares	Sole	2025-07-07
2025-03-31	$35,801,263	302,350	+11.4%	Shares	Sole	2025-04-09
2024-12-31	$29,875,445	271,299	+6.7%	Shares	Sole	2025-01-08
2024-09-30	$30,800,089	254,336	+3.0%	Shares	Sole	2024-10-10
2024-06-30	$26,930,372	246,977	+8.7%	Shares	Sole	2024-07-08
2024-03-31	$28,596,405	227,190	+0.2%	Shares	Sole	2024-04-11
2023-12-31	$28,659,950	226,776	+16.1%	Shares	Sole	2024-01-17
2023-09-30	$24,005,552	195,310	-4.3%	Shares	Sole	2023-10-16
2023-06-30	$30,133,392	204,059	-2.5%	Shares	Sole	2023-07-19
2023-03-31	$32,944,937	209,347	-1.3%	Shares	Sole	2023-04-17
2022-12-31	$33,620,299	212,169	-8.6%	Shares	Sole	2023-02-14
2022-09-30	$31,897,532	232,134	-1.1%	Shares	Sole	2022-10-14
2022-06-30	$30,042,410	234,688	-1.3%	Shares	Sole	2022-07-18
2022-03-31	$32,183,977	237,678	-0.3%	Shares	Sole	2022-04-25
2021-12-31	$32,394,699	238,512	+4.3%	Shares	Sole	2022-01-25
2021-09-30	$27,454,821	228,733	+8.8%	Shares	Sole	2021-10-21
2021-06-30	$27,233,281	210,182	+6.1%	Shares	Sole	2021-07-19
2021-03-31	$25,054,078	198,009	+18.9%	Shares	Sole	2021-04-19
2020-12-31	$19,253,989	166,557	-7.5%	Shares	Sole	2021-01-14
2020-09-30	$20,804,574	180,095	-17.4%	Shares	Sole	2020-10-19
2020-06-30	$23,081,181	218,138	-4.4%	Shares	Sole	2020-07-28
2020-03-31	$25,336,860	228,260	—	Shares	Sole	2020-04-20
No 13F history on record for this holder in this stock.