Q2 2026 13F · SEC CIK 1672594

Douglas Lane & Associates, LLC

Wealth managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $7.4B
Reported positions: 249
Top holdings a year, 3 yrs: +22.0%
Assets under management: $8.4B

Douglas Lane & Associates, LLC is a wealth manager that reported 249 positions worth $7.4B in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Nvidia Corporation Com (NVDA, 4.1%), Alphabet Inc (GOOG, 3.7%), Jpmorgan Chase & Co (JPM, 2.6%). A portfolio copying its top holdings returned 22.0% a year over the last 3 years, against 20.4% for the S&P 500.

Douglas Lane & Associates, LLC holdings largest 50 of 249 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Douglas Lane & Associates, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	4.1%	3.9%	1,504,940	-2.4%	$301.1M
GOOGAlphabet Inc	3.7%	3.3%	767,460	-2.9%	$271.2M
JPMJpmorgan Chase & Co	2.6%	2.5%	581,483	-2.5%	$190.3M
JNJJohnson & Johnson	2.3%	2.4%	663,667	-1.3%	$168.6M
QCOMQualcomm Inc	2.1%	1.8%	840,758	-13.9%	$155.4M
MSMorgan Stanley Com New	2.1%	1.9%	731,365	-6.4%	$152.9M
DALDelta Air Lines Inc Com New	2.0%	1.6%	1,536,719	-5.4%	$143.9M
GEGe Aerospace	1.8%	1.6%	347,003	-10.7%	$129.7M
MSFTMicrosoft Corp	1.7%	1.8%	342,350	-0.7%	$127.7M
AMZNAmazon Com Inc Com	1.7%	1.6%	531,483	+2.2%	$126.7M
VVisa Inc Com Cl A	1.6%	1.5%	343,701	-1.1%	$117.9M
EQIXEquinix Inc	1.5%	1.6%	109,050	-1.8%	$113.7M
RGAReinsurance Group Amer Inc Com New	1.5%	1.6%	526,816	-3.4%	$112.0M
TMOThermo Fisher Scientific Inc	1.5%	1.5%	221,679	+1.5%	$111.1M
TDGTransdigm Group Inc	1.5%	1.4%	83,069	+1.1%	$110.7M
NSRGYNestle S.a. Sp/adr-For Reg (che)	1.4%	1.4%	1,004,276	-0.0%	$103.1M
APDAir Products and Chemicals Inc	1.4%	1.4%	345,914	+0.0%	$101.4M
MRNAModerna Inc	1.3%	1.0%	1,343,479	+2.4%	$94.1M
FCXFreeport Mcmoran Inc Cl B	1.3%	1.3%	1,489,078	-2.4%	$93.6M
AXPAmerican Express Co Com	1.3%	1.3%	276,536	-3.9%	$93.5M
RXORxo Inc	1.3%	—	3,346,342	—	$92.3M
BABoeing Co	1.3%	1.2%	426,171	+4.0%	$92.3M
MAMastercard Inc.	1.2%	1.3%	175,065	-0.0%	$89.9M
BMYBristol-Myers Squibb Co Com	1.2%	1.4%	1,556,184	-1.2%	$89.7M
DHRDanaher Corporation	1.2%	1.2%	459,416	+4.6%	$87.5M
USBUS Bancorp Del	1.2%	1.1%	1,431,511	-0.5%	$86.5M
CVXChevron Corp New	1.1%	1.4%	470,755	-2.9%	$78.0M
KOCoca Cola Co	1.0%	1.1%	948,409	-2.1%	$77.1M
ROLLRbc Bearings Inc	1.0%	1.1%	118,803	-12.6%	$76.5M
HSYHershey Co.	1.0%	1.2%	431,754	+8.9%	$75.8M
LWLamb Weston Hldgs Inc	1.0%	0.9%	1,682,355	+17.6%	$72.6M
BXBlackstone Inc Com	1.0%	1.0%	612,836	+1.2%	$72.1M
MRKMerck & Co. Inc	1.0%	1.0%	552,155	-1.7%	$71.0M
PEPPepsico Inc	0.9%	1.1%	511,236	+1.3%	$69.2M
BACBank of Amer Corp	0.9%	0.9%	1,202,334	-8.0%	$68.5M
AMTAmerican Tower Corp	0.9%	1.1%	418,541	-4.4%	$68.5M
IRIngersoll Rand Inc	0.9%	1.0%	834,963	-0.3%	$68.5M
TECKTeck Resources Ltd	0.9%	0.9%	1,118,116	-3.3%	$66.5M
ELANElanco Animal Health Inc	0.9%	1.0%	2,599,074	-8.7%	$64.0M
HLNHaleon PLC	0.8%	1.0%	6,692,390	-0.0%	$62.4M
ROPRoper Technologies Inc Com	0.8%	0.8%	182,369	+13.9%	$61.7M
XOMExxon Mobil Corp	0.8%	1.1%	449,031	-2.7%	$61.4M
PEAKHealthpeak Properties Inc	0.8%	—	2,849,136	—	$61.0M
TFCTruist Financial Ord Shs	0.8%	—	1,193,173	—	$59.4M
METAMeta Platforms Inc Class A	0.8%	0.9%	103,497	-0.7%	$58.3M
APTVAptiv PLC	0.8%	1.0%	948,867	-1.6%	$58.2M
CCitigroup Inc Com New	0.8%	—	415,680	—	$58.2M
GDDYGodaddy Inc	0.8%	0.8%	676,241	-0.7%	$57.4M
BUDAnheuser Busch Inbev ADR	0.8%	—	695,036	—	$57.3M
ILMNIllumina Inc	0.8%	—	324,679	—	$57.1M

What Douglas Lane & Associates, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

LW Lamb Weston Hldgs Inc+17.6% shares
ROP Roper Technologies Inc Com+13.9% shares
HSY Hershey Co.+8.9% shares

Reduced

QCOM Qualcomm Inc-13.9% shares
ROLL Rbc Bearings Inc-12.6% shares
GE Ge Aerospace-10.7% shares
ELAN Elanco Animal Health Inc-8.7% shares
BAC Bank of Amer Corp-8.0% shares
MS Morgan Stanley Com New-6.4% shares
DAL Delta Air Lines Inc Com New-5.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.8% /yr; S&P 500 +20.1%
3 years: +22.0% /yr; S&P 500 +20.4%
5 years: +8.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$7.4B	249
Q1 2026	$6.9B	239
Q4 2025	$7.3B	238
Q3 2025	$7.2B	237
Q2 2025	$6.9B	235
Q1 2025	$6.8B	233
Q4 2024	$7.1B	232
Q3 2024	$7.3B	236
Q2 2024	$7.0B	232
Q1 2024	$7.1B	241
Q4 2023	$6.5B	246
Q3 2023	$6.0B	236

Questions about Douglas Lane & Associates, LLC's portfolio

What stocks does Douglas Lane & Associates, LLC own?

Douglas Lane & Associates, LLC's latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 249 positions worth $7.4B. The largest are Nvidia Corporation Com (NVDA) at 4.1%, Alphabet Inc (GOOG) at 3.7%, Jpmorgan Chase & Co (JPM) at 2.6%, Johnson & Johnson (JNJ) at 2.3% and Qualcomm Inc (QCOM) at 2.1%.

What did Douglas Lane & Associates, LLC buy last quarter?

In Q2 2026, Douglas Lane & Associates, LLC added Lamb Weston Hldgs Inc (LW) (+17.6% shares), Roper Technologies Inc Com (ROP) (+13.9% shares) and Hershey Co. (HSY) (+8.9% shares), compared with its Q1 2026 filing.

What did Douglas Lane & Associates, LLC sell last quarter?

In Q2 2026, Douglas Lane & Associates, LLC cut from its top 50 Eog Res Inc (EOG), cut from its top 50 Slb Limited (SLB), cut from its top 50 Alcoa Corporation (AA), cut from its top 50 Comcast Corp New (CMCSA), cut from its top 50 Salesforce Inc Com (CRM), Qualcomm Inc (QCOM) (-13.9% shares), Rbc Bearings Inc (ROLL) (-12.6% shares) and Ge Aerospace (GE) (-10.7% shares), compared with its Q1 2026 filing.

How has Douglas Lane & Associates, LLC's portfolio performed?

A portfolio copying Douglas Lane & Associates, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.8% against +20.1%. Over 5 years: +8.8% a year against +11.6%.

When is Douglas Lane & Associates, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Douglas Lane & Associates, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Douglas Lane & Associates, LLC manage?

Douglas Lane & Associates, LLC reported $8.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $7.4B.