Douglas Lane & Associates, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 8, 2025), Douglas Lane & Associates, LLC reported 234 stock positions worth $7.1 billion. Its top holding was Nvidia (NVDA) at 3.8% of the portfolio, followed by JPMorgan Chase (JPM, 2.6%) and Alphabet Class C (GOOG, 2.5%). Compared with Q3 2024, it opened 3 new positions, sold out of 7, added to 87 and reduced 126. The biggest buy was a new position in Costar (CSGP) and the biggest sale CVS Health (CVS, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001672594
- Portfolio Value
- $7.1B (Q4 2024)
- SEC Filing
- 0001672594-25-000001 ↗ filed Jan 8, 2025
Holdings Value
Holdings 234 stocks · $7.1B
| NVDA Nvidia Corp. | 3.84% | 2,028,051 | $272.3M | Reduce -6.6% |
| JPM JPMorgan Chase & Co. | 2.58% | 764,012 | $183.1M | Reduce -3.5% |
| GOOG Alphabet Inc. Class C | 2.49% | 928,344 | $176.8M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 2.40% | 1,105,552 | $169.8M | Reduce -2.4% |
| MSFT Microsoft Corp. | 2.32% | 389,662 | $164.2M | Reduce -2.7% |
| GDDY GoDaddy Inc. Class A | 2.22% | 798,203 | $157.5M | Reduce -6.4% |
| AXP American Express Co. | 2.07% | 494,431 | $146.7M | Reduce -7.2% |
| DAL Delta Air Lines Inc. | 1.83% | 2,142,462 | $129.6M | Reduce -4.4% |
| V Visa Inc. Class A | 1.80% | 402,813 | $127.3M | Reduce -1.4% |
| BX Blackstone Inc. | 1.72% | 707,350 | $122.0M | Reduce -4.5% |
| MS Morgan Stanley | 1.72% | 968,815 | $121.8M | Reduce -3.1% |
| RGA Reinsurance Group of America | 1.71% | 566,026 | $120.9M | Reduce -1.2% |
| MA Mastercard Inc. Class A | 1.56% | 209,853 | $110.5M | Reduce -2.5% |
| TDG Transdigm Group Inc. | 1.46% | 81,867 | $103.7M | Reduce -0.6% |
| GE General Electric filed as GE AEROSPACE | 1.40% | 593,133 | $98.9M | Reduce -4.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.37% | 2,208,470 | $97.1M | Reduce -5.9% |
| BMY Bristol-Myers Squibb Co. | 1.37% | 1,714,269 | $97.0M | Reduce -4.7% |
| TMO Thermo Fisher Scientific Inc. | 1.34% | 182,511 | $94.9M | Add +1.9% |
| ORCL Oracle Corp. | 1.33% | 566,388 | $94.4M | Reduce -2.9% |
| EQIX Equinix Inc. | 1.29% | 97,141 | $91.6M | Reduce -0.3% |
| JNJ Johnson & Johnson | 1.22% | 599,386 | $86.7M | Add +1.1% |
| CMCSA Comcast Corp. Class A | 1.17% | 2,213,275 | $83.1M | Add +0.1% |
| HLN Haleon PLC-ADR | 1.16% | 8,624,149 | $82.3M | Add +1.9% |
| IR Ingersoll-Rand Inc. | 1.13% | 882,126 | $79.8M | Reduce -3.3% |
| AMT American Tower Corp. | 1.12% | 431,261 | $79.1M | Add +5.1% |
| CHTR Charter Communications Inc. Class A | 1.11% | 229,067 | $78.5M | Reduce -5.7% |
| BA The Boeing Co. | 1.09% | 434,740 | $76.9M | Add +6.4% |
| DHR Danaher Corp. | 1.07% | 330,715 | $75.9M | Add +3.8% |
| NSRGY Nestle SA-Spons ADR | 1.03% | 882,559 | $72.9M | Reduce -3.7% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 1.03% | 862,095 | $72.9M | Reduce -5.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.01% | 645,738 | $71.9M | Reduce -2.2% |
| USB US Bancorp | 1.00% | 1,481,162 | $70.8M | Reduce -2.7% |
| APD Air Products & Chemicals Inc. | 0.98% | 239,987 | $69.6M | Add +10.4% |
| CVX Chevron Corp. | 0.98% | 480,006 | $69.5M | Add +6.1% |
| LW Lamb Weston Holdings Inc. | 0.96% | 1,021,180 | $68.2M | Reduce -8.0% |
| PYPL PayPal Holdings Inc. | 0.96% | 795,899 | $67.9M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 0.92% | 111,942 | $65.5M | Reduce -2.9% |
| KO The Coca-Cola Co. | 0.91% | 1,031,012 | $64.2M | Reduce -1.2% |
| LOW Lowe's Cos Inc. | 0.90% | 259,170 | $64.0M | Reduce -4.6% |
| RXO Rxo Inc. | 0.90% | 2,674,661 | $63.8M | Add +0.1% |
| EOG EOG Resources Inc. | 0.88% | 511,493 | $62.7M | Add +2.1% |
| WDAY Workday Inc. Class A | 0.87% | 238,288 | $61.5M | Add +42.2% |
| APTV Aptiv PLC | 0.86% | 1,011,935 | $61.2M | Add +16.3% |
| FCX Freeport-McMoran Inc. | 0.83% | 1,548,963 | $59.0M | Add +4.4% |
| ROP Roper Technologies Inc. | 0.80% | 109,656 | $57.0M | Add +18.9% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.79% | 1,114,602 | $55.8M | Reduce -10.8% |
| TFC Truist Financial Corp. | 0.78% | 1,277,302 | $55.4M | Reduce -2.9% |
| GSK GSK PLC-Spon ADR | 0.78% | 1,628,504 | $55.1M | Reduce -25.1% |
| AMZN Amazon.com Inc. | 0.77% | 249,275 | $54.7M | Add +1.3% |
| HSY The Hershey Co. | 0.76% | 317,461 | $53.8M | Add +15.5% |
| AA Alcoa Corp. | 0.74% | 1,388,690 | $52.5M | Reduce -2.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.74% | 1,362,494 | $52.2M | Add +30.7% |
| DOC Healthpeak Properties Inc. | 0.74% | 2,574,455 | $52.2M | Add +73.4% |
| MRK Merck & Co. Inc. | 0.73% | 519,589 | $51.7M | Add +3.3% |
| XOM Exxon Mobil Corp. | 0.70% | 461,192 | $49.6M | Add +6.2% |
| CRM Salesforce Inc. | 0.67% | 142,741 | $47.7M | Add +57.5% |
| RACE Ferrari NV | 0.67% | 111,033 | $47.2M | Reduce -2.7% |
| AAPL Apple Inc. | 0.65% | 184,171 | $46.1M | Add +0.8% |
| XPO Xpo Inc. | 0.65% | 350,471 | $46.0M | Reduce -16.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.65% | 208,707 | $45.9M | Reduce -4.2% |
| RTX RTX Corp. | 0.64% | 394,052 | $45.6M | Reduce -1.2% |
| AES AES Corp. | 0.64% | 3,541,203 | $45.6M | Add +0.9% |
| DEO Diageo PLC-Sponsored ADR | 0.64% | 357,815 | $45.5M | Reduce -20.2% |
| GOOGL Alphabet Inc. Class A | 0.64% | 239,044 | $45.3M | Reduce -0.6% |
| UAL United Airlines Holdings Inc. | 0.64% | 465,346 | $45.2M | Reduce -7.7% |
| PRU Prudential Financial Inc. | 0.63% | 378,589 | $44.9M | Reduce -30.7% |
| ELAN Elanco Animal Health Inc. | 0.63% | 3,689,949 | $44.7M | Reduce -2.1% |
| RBC RBC Bearings Inc. | 0.62% | 147,452 | $44.1M | Add +17.0% |
| CFRUY Cie Financiere Rich-Unsp ADR filed as COMPAGNIE FINANCIERE RICHEMONT | 0.62% | 2,894,378 | $44.0M | Add +19.0% |
| UNH Unitedhealth Group Inc. | 0.60% | 84,702 | $42.8M | Add +1.7% |
| ZBH Zimmer Biomet Holdings Inc. | 0.60% | 402,208 | $42.5M | Reduce -3.4% |
| GM General Motors Co. | 0.60% | 796,584 | $42.4M | Reduce -18.3% |
| C Citigroup Inc. | 0.60% | 599,754 | $42.2M | Reduce -3.8% |
| SPG Simon Property Group Inc. | 0.58% | 240,574 | $41.4M | Reduce -2.4% |
| ILMN Illumina Inc. | 0.56% | 294,787 | $39.4M | Add +1.5% |
| SHEL Shell PLC-ADR | 0.55% | 618,316 | $38.7M | Reduce -13.5% |
| EIX Edison International | 0.54% | 482,898 | $38.6M | Reduce -9.4% |
| TECK Teck Resources Ltd.-CLS B | 0.54% | 950,612 | $38.5M | Add +10.6% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.54% | 509,393 | $38.2M | Add +47.8% |
| GEHC GE Healthcare Technology | 0.53% | 480,419 | $37.6M | Add +4.4% |
| SCS Steelcase Inc. Class A | 0.51% | 3,034,625 | $35.9M | Reduce -5.9% |
| VMC Vulcan Materials Co. | 0.50% | 138,778 | $35.7M | Add +0.1% |
| STZ Constellation Brands Inc. Class A | 0.49% | 158,683 | $35.1M | Reduce -12.1% |
| KD Kyndryl Holdings Inc. | 0.49% | 999,286 | $34.6M | Reduce -1.9% |
| ADSK Autodesk Inc. | 0.48% | 115,784 | $34.2M | Reduce -7.9% |
| PEP Pepsico Inc. | 0.47% | 220,922 | $33.6M | Add +10.0% |
| WSC Willscot Holdings Corp. | 0.47% | 997,693 | $33.4M | Add +379.1% |
| KIM Kimco Realty Corp. | 0.46% | 1,387,108 | $32.5M | Reduce -0.8% |
| MRNA Moderna Inc. | 0.45% | 773,804 | $32.2M | Add +62.9% |
| CVS CVS Health Corp. | 0.44% | 690,096 | $31.0M | Reduce -40.1% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.42% | 271,299 | $29.9M | Add +6.7% |
| M Macy's Inc. | 0.42% | 1,749,793 | $29.6M | Reduce -4.5% |
| WPM Wheaton Precious Metals Corp. | 0.41% | 515,605 | $29.0M | Add +2.7% |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.40% | 584,231 | $28.2M | Reduce -18.0% |
| CSGP Costar Group Inc. | 0.39% | 383,384 | $27.4M | New |
| NUE Nucor Corp. | 0.34% | 204,864 | $23.9M | Add +110.0% |
| HON Honeywell International Inc. | 0.33% | 103,700 | $23.4M | Reduce -16.2% |
| WCN Waste Connections Inc. | 0.31% | 129,256 | $22.2M | Add +20.9% |
| CLF Cleveland-Cliffs Inc. | 0.30% | 2,274,774 | $21.4M | Reduce -18.6% |
| GXO Gxo Logistics Inc. | 0.29% | 480,553 | $20.9M | Add +6.9% |
Portfolio Sells Q3 2024 → Q4 2024
| CVS CVS Health Corp. | Reduce -40.1% | 0.44% | −0.56 |
| GSK GSK PLC-Spon ADR | Reduce -25.1% | 0.78% | −0.44 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -10.8% | 0.79% | −0.35 |
| IFF Intl Flavors & Fragrances | Reduce -5.6% | 1.03% | −0.29 |
| PRU Prudential Financial Inc. | Reduce -30.7% | 0.63% | −0.28 |
| QCOM Qualcomm Inc. | Reduce -2.4% | 2.40% | −0.25 |
| NSRGY Nestle SA-Spons ADR | Reduce -3.7% | 1.03% | −0.24 |
| DEO Diageo PLC-Sponsored ADR | Reduce -20.2% | 0.64% | −0.22 |
| GE General Electric | Reduce -4.6% | 1.40% | −0.22 |
| CLF Cleveland-Cliffs Inc. | Reduce -18.6% | 0.30% | −0.19 |
| TDG Transdigm Group Inc. | Reduce -0.6% | 1.46% | −0.15 |
| STZ Constellation Brands Inc. Class A | Reduce -12.1% | 0.49% | −0.14 |
| UBER Uber Technologies Inc. | Reduce -20.8% | 0.27% | −0.14 |
| ELAN Elanco Animal Health Inc. | Reduce -2.1% | 0.63% | −0.13 |
| KO The Coca-Cola Co. | Reduce -1.2% | 0.91% | −0.13 |
| LOW Lowe's Cos Inc. | Reduce -4.6% | 0.90% | −0.11 |
| IR Ingersoll-Rand Inc. | Reduce -3.3% | 1.13% | −0.11 |
| SHEL Shell PLC-ADR | Reduce -13.5% | 0.55% | −0.10 |
| SWK Stanley Black & Decker Inc. | Reduce -46.1% | 0.07% | −0.10 |
| EIX Edison International | Reduce -9.4% | 0.54% | −0.09 |
| SCS Steelcase Inc. Class A | Reduce -5.9% | 0.51% | −0.09 |
| OGN Organon & Co. | Reduce -49.1% | 0.06% | −0.08 |
| RACE Ferrari NV | Reduce -2.7% | 0.67% | −0.07 |
| SSYS Stratasys Ltd. | Reduce -50.8% | 0.08% | −0.06 |
| BABA Alibaba Group Holding-SP ADR | Reduce -22.2% | 0.10% | −0.06 |
| GEV GE Vernova Inc. | Reduce -49.2% | 0.12% | −0.06 |
| MSFT Microsoft Corp. | Reduce -2.7% | 2.32% | −0.05 |
| AL Sumisho Air Lease Corp. | Reduce -18.0% | 0.40% | −0.05 |
| IHRT Iheartmedia Inc. Class A | Reduce -32.9% | 0.13% | −0.05 |
| KVUE Kenvue Inc. | Reduce -59.8% | 0.03% | −0.05 |
| NVS Novartis AG-Sponsored ADR | Reduce -4.2% | 0.22% | −0.04 |
| ITW Illinois Tool Works | Reduce -28.8% | 0.10% | −0.04 |
| MPC Marathon Petroleum Corp. | Reduce -1.9% | 0.24% | −0.04 |
| ORCL Oracle Corp. | Reduce -2.9% | 1.33% | −0.04 |
| RBLX Roblox Corp. Class A | Reduce -63.5% | 0.03% | −0.04 |
| EXPD Expeditors Intl Wash Inc. | Reduce -1.2% | 0.20% | −0.03 |
| VRSN Verisign Inc. | Reduce -66.6% | 0.02% | −0.03 |
| APA Apa Corp. | Reduce -14.1% | 0.15% | −0.03 |
| F Ford Motor Co. | Reduce -5.0% | 0.29% | −0.03 |
| LW Lamb Weston Holdings Inc. | Reduce -8.0% | 0.96% | −0.02 |
| URI United Rentals Inc. | Reduce -3.9% | 0.14% | −0.02 |
| TCEHY Tencent Holdings Ltd.-Uns ADR | Reduce -23.0% | 0.06% | −0.02 |
| HON Honeywell International Inc. | Reduce -16.2% | 0.33% | −0.02 |
| RTX RTX Corp. | Reduce -1.2% | 0.64% | −0.02 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -3.4% | 0.60% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -4.2% | 0.65% | −0.01 |
| AA Alcoa Corp. | Reduce -2.3% | 0.74% | −0.01 |
| NYT New York Times Co. Class A | Reduce -10.7% | 0.08% | −0.01 |
| ECL Ecolab Inc. | Reduce -2.5% | 0.13% | −0.01 |
| RGA Reinsurance Group of America | Reduce -1.2% | 1.71% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| CSGP Costar Group Inc. | New | 0.39% | +0.39 |
| WSC Willscot Holdings Corp. | Add +379.1% | 0.47% | +0.36 |
| CRM Salesforce Inc. | Add +57.5% | 0.67% | +0.33 |
| WDAY Workday Inc. Class A | Add +42.2% | 0.87% | +0.30 |
| DOC Healthpeak Properties Inc. | Add +73.4% | 0.74% | +0.27 |
| BA The Boeing Co. | Add +6.4% | 1.09% | +0.23 |
| ZTS Zoetis Inc. | Add +1076.1% | 0.22% | +0.20 |
| AMZN Amazon.com Inc. | Add +1.3% | 0.77% | +0.14 |
| NUE Nucor Corp. | Add +110.0% | 0.34% | +0.14 |
| SLB SLB Ltd. | Add +30.7% | 0.74% | +0.14 |
| INTU Intuit Inc. | Add +109.9% | 0.22% | +0.12 |
| RBC RBC Bearings Inc. | Add +17.0% | 0.62% | +0.10 |
| ROP Roper Technologies Inc. | Add +18.9% | 0.80% | +0.10 |
| APD Air Products & Chemicals Inc. | Add +10.4% | 0.98% | +0.09 |
| CFRUY Cie Financiere Rich-Unsp ADR | Add +19.0% | 0.62% | +0.09 |
| WBD Warner Bros Discovery Inc. | Add +13.9% | 0.26% | +0.09 |
| EL Estee Lauder Companies Class A | Add +47.8% | 0.54% | +0.07 |
| AAPL Apple Inc. | Add +0.8% | 0.65% | +0.07 |
| CVX Chevron Corp. | Add +6.1% | 0.98% | +0.07 |
| WCN Waste Connections Inc. | Add +20.9% | 0.31% | +0.05 |
| EOG EOG Resources Inc. | Add +2.1% | 0.88% | +0.04 |
| ILMN Illumina Inc. | Add +1.5% | 0.56% | +0.04 |
| HSY The Hershey Co. | Add +15.5% | 0.76% | +0.03 |
| VMC Vulcan Materials Co. | Add +0.1% | 0.50% | +0.03 |
| GRAL Grail Inc. | Add +40.6% | 0.04% | +0.02 |
| MRNA Moderna Inc. | Add +62.9% | 0.45% | +0.02 |
| CSL Carlisle Cos Inc. | New | 0.01% | +0.01 |
| HUBB Hubbell Inc. | Add +158.7% | 0.02% | +0.01 |
| CF CF Industries Holdings Inc. | Add +3.2% | 0.15% | +0.01 |
| MRSH Marsh & McLennan Cos | Add +45.6% | 0.02% | +0.01 |
| WMT Walmart Inc. | Add +3.8% | 0.03% | +0.00 |
| PEP Pepsico Inc. | Add +10.0% | 0.47% | +0.00 |
| EMR Emerson Electric Co. | Add +16.3% | 0.02% | +0.00 |
| AVGO Broadcom Inc. | Add +0.5% | 0.01% | +0.00 |
| MO Altria Group Inc. | New | 0.00% | +0.00 |
| ADP Automatic Data Processing | Add +6.0% | 0.02% | +0.00 |
| TT Trane Technologies PLC | Add +90.3% | 0.01% | +0.00 |
| BN Brookfield Corp. | Add +28.8% | 0.01% | +0.00 |
| NFLX Netflix Inc. | Add +17.9% | 0.01% | +0.00 |
| ULTA Ulta Beauty Inc. | Add +5.4% | 0.01% | +0.00 |
| KKR KKR & Co. Inc. | Add +0.4% | 0.01% | +0.00 |
| ED Consolidated Edison Inc. | Add +54.7% | 0.01% | +0.00 |
| APTV Aptiv PLC | Add +16.3% | 0.86% | +0.00 |
| MCD McDonald's Corp. | Add +23.4% | 0.01% | +0.00 |
| PM Philip Morris International | Add +16.2% | 0.01% | +0.00 |
| VLO Valero Energy Corp. | Add +10.8% | 0.05% | +0.00 |
| VRSK Verisk Analytics Inc. | Add +0.4% | 0.02% | +0.00 |
| BLK BlackRock Inc. | Add +6.1% | 0.01% | +0.00 |
| AZO AutoZone Inc. | Add +1.6% | 0.01% | +0.00 |
| CMI Cummins Inc. | Add +1.6% | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 250 | $7.4B | NVDA, GOOG, JPM, JNJ, QCOM |
| Q1 2026 | 241 | $6.9B | NVDA, GOOG, JPM, JNJ, MS |
| Q4 2025 | 240 | $7.3B | NVDA, GOOG, JPM, QCOM, MSFT |
| Q3 2025 | 240 | $7.2B | NVDA, GOOG, JPM, MSFT, QCOM |
| Q2 2025 | 238 | $6.9B | NVDA, JPM, MSFT, QCOM, GOOG |
| Q1 2025 | 236 | $6.8B | NVDA, JPM, QCOM, MSFT, GOOG |
| Q4 2024 | 234 | $7.1B | NVDA, JPM, GOOG, QCOM, MSFT |
| Q3 2024 | 238 | $7.3B | NVDA, QCOM, MSFT, JPM, GOOG |
| Q2 2024 | 234 | $7.0B | NVDA, QCOM, MSFT, GOOG, JPM |
| Q1 2024 | 243 | $7.1B | NVDA, QCOM, MSFT, JPM, GOOG |