Douglas Lane & Associates, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), Douglas Lane & Associates, LLC reported 236 stock positions worth $6.8 billion. Its top holding was Nvidia (NVDA) at 3.1% of the portfolio, followed by JPMorgan Chase (JPM, 2.7%) and Qualcomm (QCOM, 2.5%). Compared with Q4 2024, it opened 9 new positions, sold out of 7, added to 79 and reduced 135. The biggest buy was Nestle SA-Spons ADR (NSRGY, shares +11%) and the biggest sale Nvidia (NVDA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001672594
- Portfolio Value
- $6.8B (Q1 2025)
- SEC Filing
- 0001672594-25-000003 ↗ filed Apr 9, 2025
Holdings Value
Holdings 236 stocks · $6.8B
| NVDA Nvidia Corp. | 3.10% | 1,943,995 | $210.7M | Reduce -4.1% |
| JPM JPMorgan Chase & Co. | 2.70% | 746,805 | $183.2M | Reduce -2.3% |
| QCOM Qualcomm Inc. | 2.47% | 1,089,797 | $167.4M | Reduce -1.4% |
| MSFT Microsoft Corp. | 2.16% | 390,897 | $146.7M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 2.11% | 914,883 | $142.9M | Reduce -1.4% |
| V Visa Inc. Class A | 2.05% | 397,010 | $139.1M | Reduce -1.4% |
| GDDY GoDaddy Inc. Class A | 1.97% | 743,090 | $133.9M | Reduce -6.9% |
| AXP American Express Co. | 1.89% | 476,381 | $128.2M | Reduce -3.6% |
| GE General Electric filed as GE AEROSPACE | 1.69% | 571,884 | $114.5M | Reduce -3.6% |
| TDG Transdigm Group Inc. | 1.68% | 82,624 | $114.3M | Add +0.9% |
| RGA Reinsurance Group of America | 1.68% | 578,602 | $113.9M | Add +2.2% |
| MA Mastercard Inc. Class A | 1.67% | 207,250 | $113.6M | Reduce -1.2% |
| MS Morgan Stanley | 1.63% | 950,276 | $110.9M | Reduce -1.9% |
| JNJ Johnson & Johnson | 1.51% | 617,675 | $102.4M | Add +3.0% |
| BMY Bristol-Myers Squibb Co. | 1.50% | 1,666,159 | $101.6M | Reduce -2.8% |
| NSRGY Nestle SA-Spons ADR | 1.46% | 983,326 | $99.3M | Add +11.4% |
| BX Blackstone Inc. | 1.45% | 704,037 | $98.4M | Reduce -0.5% |
| AMT American Tower Corp. | 1.41% | 439,144 | $95.6M | Add +1.8% |
| TMO Thermo Fisher Scientific Inc. | 1.37% | 187,198 | $93.1M | Add +2.6% |
| DAL Delta Air Lines Inc. | 1.33% | 2,075,581 | $90.5M | Reduce -3.1% |
| HLN Haleon PLC-ADR | 1.31% | 8,609,093 | $88.6M | Reduce -0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.30% | 2,116,983 | $88.3M | Reduce -4.1% |
| CVX Chevron Corp. | 1.22% | 494,411 | $82.7M | Add +3.0% |
| CMCSA Comcast Corp. Class A | 1.21% | 2,223,496 | $82.0M | Add +0.5% |
| EQIX Equinix Inc. | 1.17% | 97,571 | $79.6M | Add +0.4% |
| ORCL Oracle Corp. | 1.14% | 553,279 | $77.4M | Reduce -2.3% |
| CHTR Charter Communications Inc. Class A | 1.11% | 204,449 | $75.3M | Reduce -10.8% |
| BA The Boeing Co. | 1.09% | 434,683 | $74.1M | Reduce -0.0% |
| KO The Coca-Cola Co. | 1.09% | 1,034,913 | $74.1M | Add +0.4% |
| APD Air Products & Chemicals Inc. | 1.08% | 248,733 | $73.4M | Add +3.6% |
| DHR Danaher Corp. | 1.06% | 351,037 | $72.0M | Add +6.1% |
| IR Ingersoll-Rand Inc. | 1.06% | 897,317 | $71.8M | Add +1.7% |
| ROP Roper Technologies Inc. | 1.04% | 120,062 | $70.8M | Add +9.5% |
| RXO Rxo Inc. | 1.01% | 3,591,040 | $68.6M | Add +34.3% |
| EOG EOG Resources Inc. | 0.96% | 509,356 | $65.3M | Reduce -0.4% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.94% | 1,030,855 | $63.5M | Reduce -7.5% |
| META Meta Platforms Inc. Class A | 0.93% | 109,664 | $63.2M | Reduce -2.0% |
| APTV Aptiv PLC | 0.93% | 1,055,729 | $62.8M | Add +4.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.93% | 635,955 | $62.8M | Reduce -1.5% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.91% | 799,685 | $62.1M | Reduce -7.2% |
| USB US Bancorp | 0.90% | 1,451,566 | $61.3M | Reduce -2.0% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.90% | 1,463,972 | $61.2M | Add +7.5% |
| FCX Freeport-McMoran Inc. | 0.89% | 1,598,393 | $60.5M | Add +3.2% |
| LOW Lowe's Cos Inc. | 0.88% | 256,982 | $59.9M | Reduce -0.8% |
| WDAY Workday Inc. Class A | 0.88% | 255,380 | $59.6M | Add +7.2% |
| GSK GSK PLC-Spon ADR | 0.87% | 1,521,526 | $58.9M | Reduce -6.6% |
| HSY The Hershey Co. | 0.85% | 335,687 | $57.4M | Add +5.7% |
| LW Lamb Weston Holdings Inc. | 0.84% | 1,066,915 | $56.9M | Add +4.5% |
| DOC Healthpeak Properties Inc. | 0.83% | 2,792,850 | $56.5M | Add +8.5% |
| XOM Exxon Mobil Corp. | 0.82% | 466,694 | $55.5M | Add +1.2% |
| TFC Truist Financial Corp. | 0.76% | 1,257,157 | $51.7M | Reduce -1.6% |
| PYPL PayPal Holdings Inc. | 0.75% | 781,978 | $51.0M | Reduce -1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.73% | 199,909 | $49.7M | Reduce -4.2% |
| CFRUY Cie Financiere Rich-Unsp ADR filed as COMPAGNIE FINANCIERE RICHEMONT | 0.72% | 2,838,549 | $49.1M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 0.72% | 256,649 | $48.8M | Add +3.0% |
| RBC RBC Bearings Inc. | 0.72% | 151,651 | $48.8M | Add +2.9% |
| ZBH Zimmer Biomet Holdings Inc. | 0.71% | 423,303 | $47.9M | Add +5.2% |
| CVS CVS Health Corp. | 0.70% | 702,663 | $47.6M | Add +1.8% |
| RACE Ferrari NV | 0.69% | 109,461 | $46.8M | Reduce -1.4% |
| AES AES Corp. | 0.68% | 3,730,706 | $46.3M | Add +5.3% |
| MRK Merck & Co. Inc. | 0.68% | 511,415 | $45.9M | Reduce -1.6% |
| UNH Unitedhealth Group Inc. | 0.66% | 85,729 | $44.9M | Add +1.2% |
| CSGP Costar Group Inc. | 0.65% | 556,751 | $44.1M | Add +45.2% |
| AA Alcoa Corp. | 0.63% | 1,401,884 | $42.8M | Add +0.9% |
| C Citigroup Inc. | 0.61% | 586,695 | $41.6M | Reduce -2.2% |
| AAPL Apple Inc. | 0.61% | 187,175 | $41.6M | Add +1.6% |
| ELAN Elanco Animal Health Inc. | 0.60% | 3,895,190 | $40.9M | Add +5.6% |
| WPM Wheaton Precious Metals Corp. | 0.59% | 514,554 | $39.9M | Reduce -0.2% |
| CRM Salesforce Inc. | 0.59% | 148,633 | $39.9M | Add +4.1% |
| DEO Diageo PLC-Sponsored ADR | 0.58% | 375,279 | $39.3M | Add +4.9% |
| SPG Simon Property Group Inc. | 0.57% | 234,174 | $38.9M | Reduce -2.7% |
| GEHC GE Healthcare Technology | 0.56% | 473,223 | $38.2M | Reduce -1.5% |
| SHEL Shell PLC-ADR | 0.56% | 514,477 | $37.7M | Reduce -16.8% |
| GOOGL Alphabet Inc. Class A | 0.53% | 233,185 | $36.1M | Reduce -2.5% |
| TECK Teck Resources Ltd.-CLS B | 0.53% | 983,415 | $35.8M | Add +3.5% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.53% | 302,350 | $35.8M | Add +11.4% |
| PEP Pepsico Inc. | 0.52% | 235,349 | $35.3M | Add +6.5% |
| RTX RTX Corp. | 0.51% | 262,719 | $34.8M | Reduce -33.3% |
| VMC Vulcan Materials Co. | 0.51% | 149,137 | $34.8M | Add +7.5% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.51% | 526,008 | $34.7M | Add +3.3% |
| XPO Xpo Inc. | 0.50% | 316,165 | $34.0M | Reduce -9.8% |
| PRU Prudential Financial Inc. | 0.49% | 298,413 | $33.3M | Reduce -21.2% |
| WSC Willscot Holdings Corp. | 0.47% | 1,146,929 | $31.9M | Add +15.0% |
| GM General Motors Co. | 0.47% | 671,169 | $31.6M | Reduce -15.7% |
| UAL United Airlines Holdings Inc. | 0.45% | 439,623 | $30.4M | Reduce -5.5% |
| KD Kyndryl Holdings Inc. | 0.44% | 959,796 | $30.1M | Reduce -4.0% |
| WCN Waste Connections Inc. | 0.42% | 146,625 | $28.6M | Add +13.4% |
| ZTS Zoetis Inc. | 0.42% | 172,552 | $28.4M | Add +77.2% |
| ADSK Autodesk Inc. | 0.42% | 108,484 | $28.4M | Reduce -6.3% |
| KIM Kimco Realty Corp. | 0.42% | 1,331,699 | $28.3M | Reduce -4.0% |
| NUE Nucor Corp. | 0.41% | 231,471 | $27.9M | Add +13.0% |
| SCS Steelcase Inc. Class A | 0.39% | 2,431,842 | $26.7M | Reduce -19.9% |
| STZ Constellation Brands Inc. Class A | 0.38% | 139,622 | $25.6M | Reduce -12.0% |
| MRNA Moderna Inc. | 0.36% | 873,517 | $24.8M | Add +12.9% |
| ILMN Illumina Inc. | 0.34% | 290,053 | $23.0M | Reduce -1.6% |
| UBER Uber Technologies Inc. | 0.32% | 297,188 | $21.7M | Reduce -6.7% |
| M Macy's Inc. | 0.32% | 1,702,522 | $21.4M | Reduce -2.7% |
| CLF Cleveland-Cliffs Inc. | 0.31% | 2,546,195 | $20.9M | Add +11.9% |
| INTU Intuit Inc. | 0.31% | 34,058 | $20.9M | Add +38.1% |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.31% | 432,685 | $20.9M | Reduce -25.9% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -4.1% | 3.10% | −0.74 |
| DAL Delta Air Lines Inc. | Reduce -3.1% | 1.33% | −0.49 |
| GOOG Alphabet Inc. Class C | Reduce -1.4% | 2.11% | −0.39 |
| EIX Edison International | Reduce -52.1% | 0.20% | −0.34 |
| BX Blackstone Inc. | Reduce -0.5% | 1.45% | −0.27 |
| GDDY GoDaddy Inc. Class A | Reduce -6.9% | 1.97% | −0.25 |
| ILMN Illumina Inc. | Reduce -1.6% | 0.34% | −0.22 |
| PYPL PayPal Holdings Inc. | Reduce -1.8% | 0.75% | −0.21 |
| ORCL Oracle Corp. | Reduce -2.3% | 1.14% | −0.19 |
| UAL United Airlines Holdings Inc. | Reduce -5.5% | 0.45% | −0.19 |
| AXP American Express Co. | Reduce -3.6% | 1.89% | −0.18 |
| XPO Xpo Inc. | Reduce -9.8% | 0.50% | −0.15 |
| PRU Prudential Financial Inc. | Reduce -21.2% | 0.49% | −0.14 |
| GM General Motors Co. | Reduce -15.7% | 0.47% | −0.13 |
| RTX RTX Corp. | Reduce -33.3% | 0.51% | −0.13 |
| STZ Constellation Brands Inc. Class A | Reduce -12.0% | 0.38% | −0.12 |
| IFF Intl Flavors & Fragrances | Reduce -7.2% | 0.91% | −0.11 |
| SCS Steelcase Inc. Class A | Reduce -19.9% | 0.39% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -2.5% | 0.53% | −0.11 |
| M Macy's Inc. | Reduce -2.7% | 0.32% | −0.10 |
| USB US Bancorp | Reduce -2.0% | 0.90% | −0.10 |
| AL Sumisho Air Lease Corp. | Reduce -25.9% | 0.31% | −0.09 |
| DIS The Walt Disney Co. | Reduce -1.5% | 0.93% | −0.09 |
| MS Morgan Stanley | Reduce -1.9% | 1.63% | −0.08 |
| BAC Bank of America Corp. | Reduce -4.1% | 1.30% | −0.07 |
| ADSK Autodesk Inc. | Reduce -6.3% | 0.42% | −0.06 |
| HON Honeywell International Inc. | Reduce -14.5% | 0.28% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -1.6% | 0.68% | −0.05 |
| TCEHY Tencent Holdings Ltd.-Uns ADR | Reduce -85.2% | 0.01% | −0.05 |
| BABA Alibaba Group Holding-SP ADR | Reduce -67.2% | 0.05% | −0.05 |
| T AT&T Inc. | Reduce -62.7% | 0.04% | −0.05 |
| KD Kyndryl Holdings Inc. | Reduce -4.0% | 0.44% | −0.04 |
| KIM Kimco Realty Corp. | Reduce -4.0% | 0.42% | −0.04 |
| GEV GE Vernova Inc. | Reduce -16.5% | 0.09% | −0.02 |
| TFC Truist Financial Corp. | Reduce -1.6% | 0.76% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 0.88% | −0.02 |
| ACN Accenture PLC Class A | Reduce -4.8% | 0.13% | −0.02 |
| IHRT Iheartmedia Inc. Class A | Reduce -0.7% | 0.11% | −0.02 |
| ADI Analog Devices Inc. | Reduce -49.5% | 0.01% | −0.01 |
| APA Apa Corp. | Reduce -2.8% | 0.14% | −0.01 |
| SPG Simon Property Group Inc. | Reduce -2.7% | 0.57% | −0.01 |
| HD Home Depot Inc. | Reduce -3.8% | 0.15% | −0.01 |
| SYF Synchrony Financial | Reduce -13.3% | 0.02% | −0.01 |
| IT Gartner Inc. | Reduce -3.2% | 0.05% | −0.01 |
| ITW Illinois Tool Works | Reduce -8.7% | 0.09% | −0.01 |
| CAT Caterpillar Inc. | Reduce -16.7% | 0.02% | −0.01 |
| AVGO Broadcom Inc. | Reduce -14.2% | 0.01% | −0.00 |
| FDX FedEx Corp. | Reduce -3.8% | 0.03% | −0.00 |
| NYT New York Times Co. Class A | Reduce -5.0% | 0.07% | −0.00 |
| AAL American Airlines Group Inc. | Reduce -14.5% | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| NSRGY Nestle SA-Spons ADR | Add +11.4% | 1.46% | +0.43 |
| AMT American Tower Corp. | Add +1.8% | 1.41% | +0.29 |
| JNJ Johnson & Johnson | Add +3.0% | 1.51% | +0.29 |
| CVS CVS Health Corp. | Add +1.8% | 0.70% | +0.26 |
| CSGP Costar Group Inc. | Add +45.2% | 0.65% | +0.26 |
| ROP Roper Technologies Inc. | Add +9.5% | 1.04% | +0.24 |
| CVX Chevron Corp. | Add +3.0% | 1.22% | +0.24 |
| TDG Transdigm Group Inc. | Add +0.9% | 1.68% | +0.22 |
| ZTS Zoetis Inc. | Add +77.2% | 0.42% | +0.19 |
| KO The Coca-Cola Co. | Add +0.4% | 1.09% | +0.19 |
| SLB SLB Ltd. | Add +7.5% | 0.90% | +0.17 |
| XOM Exxon Mobil Corp. | Add +1.2% | 0.82% | +0.12 |
| RXO Rxo Inc. | Add +34.3% | 1.01% | +0.11 |
| WCN Waste Connections Inc. | Add +13.4% | 0.42% | +0.11 |
| ZBH Zimmer Biomet Holdings Inc. | Add +5.2% | 0.71% | +0.11 |
| SJM The JM Smucker Co. | Add +11.4% | 0.53% | +0.11 |
| APD Air Products & Chemicals Inc. | Add +3.6% | 1.08% | +0.10 |
| RBC RBC Bearings Inc. | Add +2.9% | 0.72% | +0.10 |
| DOC Healthpeak Properties Inc. | Add +8.5% | 0.83% | +0.10 |
| INTU Intuit Inc. | Add +38.1% | 0.31% | +0.09 |
| HSY The Hershey Co. | Add +5.7% | 0.85% | +0.09 |
| NUE Nucor Corp. | Add +13.0% | 0.41% | +0.07 |
| CP Canadian Pacific Kansas City | New | 0.07% | +0.07 |
| APTV Aptiv PLC | Add +4.3% | 0.93% | +0.06 |
| NVS Novartis AG-Sponsored ADR | Add +7.3% | 0.28% | +0.06 |
| FCX Freeport-McMoran Inc. | Add +3.2% | 0.89% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +1.2% | 0.66% | +0.06 |
| PEP Pepsico Inc. | Add +6.5% | 0.52% | +0.05 |
| AES AES Corp. | Add +5.3% | 0.68% | +0.04 |
| CMCSA Comcast Corp. Class A | Add +0.5% | 1.21% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +2.6% | 1.37% | +0.03 |
| EXPD Expeditors Intl Wash Inc. | Add +1.3% | 0.23% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.0% | 0.13% | +0.03 |
| ALC Alcon Inc. | Add +2.1% | 0.15% | +0.03 |
| GRAL Grail Inc. | Add +0.0% | 0.06% | +0.02 |
| WBD Warner Bros Discovery Inc. | Add +1.8% | 0.28% | +0.02 |
| WDAY Workday Inc. Class A | Add +7.2% | 0.88% | +0.01 |
| VMC Vulcan Materials Co. | Add +7.5% | 0.51% | +0.01 |
| VLO Valero Energy Corp. | Add +1.6% | 0.06% | +0.01 |
| COST Costco Wholesale Corp. | Add +3.6% | 0.07% | +0.01 |
| CLF Cleveland-Cliffs Inc. | Add +11.9% | 0.31% | +0.01 |
| WMB Williams Cos Inc. | New | 0.01% | +0.01 |
| MDLZ Mondelez International Inc. Class A | Add +26.4% | 0.02% | +0.01 |
| BEPC Brookfield Renewable Corp. | New | 0.01% | +0.01 |
| CWEN Clearway Energy Inc. Class C | New | 0.01% | +0.01 |
| LLY Eli Lilly & Co. | Add +5.7% | 0.04% | +0.01 |
| KMI Kinder Morgan Inc. | New | 0.01% | +0.01 |
| GILD Gilead Sciences Inc. | New | 0.00% | +0.00 |
| MLM Martin Marietta Materials | Add +4.9% | 0.25% | +0.00 |
| MO Altria Group Inc. | Add +62.1% | 0.01% | +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 |