Douglas Lane & Associates, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Douglas Lane & Associates, LLC

CIK Number: 0001672594

6.9B
Market Value
234
# of Holdings
24 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 7, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NVDA NVIDIA Corporat...
187.62
-0.67% 1.79M -7.86% 282.98M 2.03 4.10% Share
2 JPM JPMorgan Chase ...
310.01
+0.80% 701.04K -6.13% 203.24M 79.83 2.95% Share
3 MSFT Microsoft Corpo...
517.35
+0.31% 362.14K -7.36% 180.13M 56.24 2.61% Share
4 QCOM QUALCOMM Incorp...
169.18
+0.20% 1.03M -5.9% 163.32M 53.24 2.37% Share
5 GOOG Alphabet Inc.
246.45
+0.01% 885.53K -3.21% 157.08M 37.84 2.28% Share
6 AXP American Expres...
330.29
-0.06% 424.57K -10.88% 135.43M 76.34 1.96% Share
7 GE GE Aerospace
297.11
-0.78% 509.85K -10.85% 131.23M 158.97 1.90% Share
8 V Visa Inc.
349.89
+1.14% 368.47K -7.19% 130.82M 78.45 1.90% Share
9 MS Morgan Stanley
157.56
+1.46% 896.45K -5.66% 126.27M 45.15 1.83% Share
10 GDDY GoDaddy Inc.
135.05
+0.78% 690.59K -7.07% 124.35M 82.04 1.80% Share
11 TDG TransDigm Group...
1289.20
+0.42% 77.17K -6.6% 117.35M 615.55 1.70% Share
12 ORCL Oracle Corporat...
286.21
-0.89% 533.85K -3.51% 116.72M 48.22 1.69% Share
13 MA Mastercard Inco...
580.37
+0.53% 191.1K -7.79% 107.39M 95.59 1.56% Share
14 RGA Reinsurance Gro...
197.39
+1.82% 541.38K -6.43% 107.39M 121.99 1.56% Share
15 BX Blackstone Inc.
168.41
+1.10% 647.75K -8% 96.89M 49.29 1.40% Share
16 DAL Delta Air Lines...
57.26
+0.32% 1.97M -5.25% 96.72M 45.98 1.40% Share
17 JNJ Johnson & Johns...
188.64
+1.43% 632.42K +2.39% 96.6M 153.44 1.40% Share
18 AMT American Tower ...
190.21
-0.5% 413.91K -5.75% 91.48M 167.56 1.33% Share
19 NSRGY Nestlé S.A.
93.03
-0.34% 880.16K -10.49% 87.16M 88.15 1.26% Share
20 BA The Boeing Comp...
216.27
-0.53% 406.3K -6.53% 85.13M 194.16 1.23% Share
Page 1 of 12