Douglas Lane & Associates, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), Douglas Lane & Associates, LLC reported 238 stock positions worth $6.9 billion. Its top holding was Nvidia (NVDA) at 4.1% of the portfolio, followed by JPMorgan Chase (JPM, 2.9%) and Microsoft (MSFT, 2.6%). Compared with Q1 2025, it opened 10 new positions, sold out of 8, added to 54 and reduced 158. The biggest buy was Amazon.com (AMZN, shares +43%) and the biggest sale Bristol-Myers Squibb (BMY, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001672594
- Portfolio Value
- $6.9B (Q2 2025)
- SEC Filing
- 0001672594-25-000005 ↗ filed Jul 7, 2025
Holdings Value
Holdings 238 stocks · $6.9B
| NVDA Nvidia Corp. | 4.10% | 1,791,147 | $283.0M | Reduce -7.9% |
| JPM JPMorgan Chase & Co. | 2.95% | 701,037 | $203.2M | Reduce -6.1% |
| MSFT Microsoft Corp. | 2.61% | 362,141 | $180.1M | Reduce -7.4% |
| QCOM Qualcomm Inc. | 2.37% | 1,025,486 | $163.3M | Reduce -5.9% |
| GOOG Alphabet Inc. Class C | 2.28% | 885,528 | $157.1M | Reduce -3.2% |
| AXP American Express Co. | 1.96% | 424,572 | $135.4M | Reduce -10.9% |
| GE General Electric filed as GE AEROSPACE | 1.90% | 509,850 | $131.2M | Reduce -10.8% |
| V Visa Inc. Class A | 1.90% | 368,467 | $130.8M | Reduce -7.2% |
| MS Morgan Stanley | 1.83% | 896,454 | $126.3M | Reduce -5.7% |
| GDDY GoDaddy Inc. Class A | 1.80% | 690,585 | $124.3M | Reduce -7.1% |
| TDG Transdigm Group Inc. | 1.70% | 77,171 | $117.3M | Reduce -6.6% |
| ORCL Oracle Corp. | 1.69% | 533,849 | $116.7M | Reduce -3.5% |
| MA Mastercard Inc. Class A | 1.56% | 191,105 | $107.4M | Reduce -7.8% |
| RGA Reinsurance Group of America | 1.56% | 541,376 | $107.4M | Reduce -6.4% |
| BX Blackstone Inc. | 1.40% | 647,748 | $96.9M | Reduce -8.0% |
| DAL Delta Air Lines Inc. | 1.40% | 1,966,588 | $96.7M | Reduce -5.3% |
| JNJ Johnson & Johnson | 1.40% | 632,425 | $96.6M | Add +2.4% |
| AMT American Tower Corp. | 1.33% | 413,913 | $91.5M | Reduce -5.8% |
| NSRGY Nestle SA-Spons ADR | 1.26% | 880,159 | $87.2M | Reduce -10.5% |
| BA The Boeing Co. | 1.23% | 406,297 | $85.1M | Reduce -6.5% |
| HLN Haleon PLC-ADR | 1.23% | 8,177,824 | $84.8M | Reduce -5.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.21% | 1,766,782 | $83.6M | Reduce -16.5% |
| TMO Thermo Fisher Scientific Inc. | 1.17% | 199,531 | $80.9M | Add +6.6% |
| AMZN Amazon.com Inc. | 1.17% | 367,530 | $80.6M | Add +43.2% |
| META Meta Platforms Inc. Class A | 1.17% | 109,133 | $80.6M | Reduce -0.5% |
| CMCSA Comcast Corp. Class A | 1.10% | 2,124,957 | $75.8M | Reduce -4.4% |
| EQIX Equinix Inc. | 1.08% | 93,525 | $74.4M | Reduce -4.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.07% | 595,670 | $73.9M | Reduce -6.3% |
| APD Air Products & Chemicals Inc. | 1.06% | 259,582 | $73.2M | Add +4.4% |
| BMY Bristol-Myers Squibb Co. | 1.05% | 1,564,395 | $72.4M | Reduce -6.1% |
| KO The Coca-Cola Co. | 1.03% | 1,003,540 | $71.0M | Reduce -3.0% |
| IR Ingersoll-Rand Inc. | 1.00% | 832,925 | $69.3M | Reduce -7.2% |
| DHR Danaher Corp. | 1.00% | 349,127 | $69.0M | Reduce -0.5% |
| CVX Chevron Corp. | 1.00% | 481,218 | $68.9M | Reduce -2.7% |
| APTV Aptiv PLC | 0.99% | 999,159 | $68.2M | Reduce -5.4% |
| FCX Freeport-McMoran Inc. | 0.97% | 1,538,013 | $66.7M | Reduce -3.8% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.97% | 970,173 | $66.7M | Reduce -5.9% |
| ROP Roper Technologies Inc. | 0.96% | 116,723 | $66.2M | Reduce -2.8% |
| USB US Bancorp | 0.92% | 1,407,019 | $63.7M | Reduce -3.1% |
| WDAY Workday Inc. Class A | 0.88% | 254,359 | $61.0M | Reduce -0.4% |
| RXO Rxo Inc. | 0.85% | 3,739,778 | $58.8M | Add +4.1% |
| CHTR Charter Communications Inc. Class A | 0.84% | 141,734 | $57.9M | Reduce -30.7% |
| EOG EOG Resources Inc. | 0.84% | 484,360 | $57.9M | Reduce -4.9% |
| RBC RBC Bearings Inc. | 0.81% | 145,997 | $56.2M | Reduce -3.7% |
| LW Lamb Weston Holdings Inc. | 0.80% | 1,066,841 | $55.3M | Reduce -0.0% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.80% | 747,793 | $55.0M | Reduce -6.5% |
| CRM Salesforce Inc. | 0.80% | 201,589 | $55.0M | Add +35.6% |
| HSY The Hershey Co. | 0.80% | 330,981 | $54.9M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.78% | 182,892 | $53.9M | Reduce -8.5% |
| PYPL PayPal Holdings Inc. | 0.78% | 724,668 | $53.9M | Reduce -7.3% |
| DOC Healthpeak Properties Inc. | 0.78% | 3,075,049 | $53.8M | Add +10.1% |
| LOW Lowe's Cos Inc. | 0.77% | 238,317 | $52.9M | Reduce -7.3% |
| RACE Ferrari NV | 0.77% | 107,626 | $52.8M | Reduce -1.7% |
| CFRUY Cie Financiere Rich-Unsp ADR filed as COMPAGNIE FINANCIERE RICHEMONT | 0.76% | 2,791,128 | $52.4M | Reduce -1.7% |
| GSK GSK PLC-Spon ADR | 0.73% | 1,317,109 | $50.6M | Reduce -13.4% |
| XOM Exxon Mobil Corp. | 0.73% | 466,278 | $50.3M | Reduce -0.1% |
| ELAN Elanco Animal Health Inc. | 0.73% | 3,512,675 | $50.2M | Reduce -9.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.72% | 1,470,176 | $49.7M | Add +0.4% |
| TFC Truist Financial Corp. | 0.72% | 1,155,164 | $49.7M | Reduce -8.1% |
| C Citigroup Inc. | 0.70% | 564,770 | $48.1M | Reduce -3.7% |
| CSGP Costar Group Inc. | 0.68% | 584,311 | $47.0M | Add +5.0% |
| WPM Wheaton Precious Metals Corp. | 0.64% | 491,100 | $44.1M | Reduce -4.6% |
| DEO Diageo PLC-Sponsored ADR | 0.61% | 419,290 | $42.3M | Add +11.7% |
| TECK Teck Resources Ltd.-CLS B | 0.61% | 1,037,976 | $41.9M | Add +5.5% |
| MRK Merck & Co. Inc. | 0.60% | 519,901 | $41.2M | Add +1.7% |
| CVS CVS Health Corp. | 0.59% | 592,385 | $40.9M | Reduce -15.7% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.59% | 504,284 | $40.7M | Reduce -4.1% |
| VMC Vulcan Materials Co. | 0.59% | 155,363 | $40.5M | Add +4.2% |
| PEP Pepsico Inc. | 0.59% | 305,799 | $40.4M | Add +29.9% |
| AES AES Corp. | 0.58% | 3,788,487 | $39.9M | Add +1.6% |
| AA Alcoa Corp. | 0.56% | 1,309,565 | $38.6M | Reduce -6.6% |
| XPO Xpo Inc. | 0.54% | 295,777 | $37.4M | Reduce -6.5% |
| ZBH Zimmer Biomet Holdings Inc. | 0.53% | 402,349 | $36.7M | Reduce -5.0% |
| KD Kyndryl Holdings Inc. | 0.53% | 871,862 | $36.6M | Reduce -9.2% |
| AAPL Apple Inc. | 0.52% | 173,746 | $35.6M | Reduce -7.2% |
| ZTS Zoetis Inc. | 0.51% | 226,847 | $35.4M | Add +31.5% |
| INTU Intuit Inc. | 0.51% | 44,880 | $35.3M | Add +31.8% |
| GOOGL Alphabet Inc. Class A | 0.51% | 200,204 | $35.3M | Reduce -14.1% |
| WSC Willscot Holdings Corp. | 0.50% | 1,270,549 | $34.8M | Add +10.8% |
| UAL United Airlines Holdings Inc. | 0.50% | 433,640 | $34.5M | Reduce -1.4% |
| RTX RTX Corp. | 0.49% | 232,777 | $34.0M | Reduce -11.4% |
| SPG Simon Property Group Inc. | 0.49% | 211,196 | $34.0M | Reduce -9.8% |
| GEHC GE Healthcare Technology | 0.48% | 447,108 | $33.1M | Reduce -5.5% |
| ADSK Autodesk Inc. | 0.47% | 103,811 | $32.1M | Reduce -4.3% |
| NUE Nucor Corp. | 0.46% | 246,846 | $32.0M | Add +6.6% |
| GM General Motors Co. | 0.46% | 642,951 | $31.6M | Reduce -4.2% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.44% | 308,401 | $30.3M | Add +2.0% |
| SHEL Shell PLC-ADR | 0.43% | 418,159 | $29.4M | Reduce -18.7% |
| WCN Waste Connections Inc. | 0.42% | 154,832 | $28.9M | Add +5.6% |
| ILMN Illumina Inc. | 0.40% | 288,695 | $27.5M | Reduce -0.5% |
| KIM Kimco Realty Corp. | 0.39% | 1,268,382 | $26.7M | Reduce -4.8% |
| MRNA Moderna Inc. | 0.37% | 930,165 | $25.7M | Add +6.5% |
| UBER Uber Technologies Inc. | 0.36% | 269,228 | $25.1M | Reduce -9.4% |
| PRU Prudential Financial Inc. | 0.35% | 225,249 | $24.2M | Reduce -24.5% |
| UNH Unitedhealth Group Inc. | 0.35% | 77,271 | $24.1M | Reduce -9.9% |
| GXO Gxo Logistics Inc. | 0.34% | 480,301 | $23.4M | Reduce -1.9% |
| MLM Martin Marietta Materials | 0.33% | 41,558 | $22.8M | Add +15.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.33% | 2,067,188 | $22.4M | Reduce -0.8% |
| ISRG Intuitive Surgical Inc. | 0.30% | 37,703 | $20.5M | Reduce -1.3% |
| WBD Warner Bros Discovery Inc. | 0.30% | 1,778,592 | $20.4M | Add +1.2% |
Portfolio Sells Q1 2025 → Q2 2025
| BMY Bristol-Myers Squibb Co. | Reduce -6.1% | 1.05% | −0.45 |
| UNH Unitedhealth Group Inc. | Reduce -9.9% | 0.35% | −0.31 |
| CHTR Charter Communications Inc. Class A | Reduce -30.7% | 0.84% | −0.27 |
| CVX Chevron Corp. | Reduce -2.7% | 1.00% | −0.22 |
| NSRGY Nestle SA-Spons ADR | Reduce -10.5% | 1.26% | −0.20 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -5.0% | 0.53% | −0.17 |
| GDDY GoDaddy Inc. Class A | Reduce -7.1% | 1.80% | −0.17 |
| SCS Steelcase Inc. Class A | Reduce -36.7% | 0.23% | −0.16 |
| V Visa Inc. Class A | Reduce -7.2% | 1.90% | −0.15 |
| STZ Constellation Brands Inc. Class A | Reduce -30.2% | 0.23% | −0.15 |
| PRU Prudential Financial Inc. | Reduce -24.5% | 0.35% | −0.14 |
| GSK GSK PLC-Spon ADR | Reduce -13.4% | 0.73% | −0.14 |
| SHEL Shell PLC-ADR | Reduce -18.7% | 0.43% | −0.13 |
| EOG EOG Resources Inc. | Reduce -4.9% | 0.84% | −0.12 |
| RGA Reinsurance Group of America | Reduce -6.4% | 1.56% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -7.8% | 1.56% | −0.12 |
| IFF Intl Flavors & Fragrances | Reduce -6.5% | 0.80% | −0.12 |
| LOW Lowe's Cos Inc. | Reduce -7.3% | 0.77% | −0.12 |
| CMCSA Comcast Corp. Class A | Reduce -4.4% | 1.10% | −0.11 |
| CVS CVS Health Corp. | Reduce -15.7% | 0.59% | −0.11 |
| QCOM Qualcomm Inc. | Reduce -5.9% | 2.37% | −0.10 |
| AAPL Apple Inc. | Reduce -7.2% | 0.52% | −0.10 |
| EQIX Equinix Inc. | Reduce -4.2% | 1.08% | −0.09 |
| BAC Bank of America Corp. | Reduce -16.5% | 1.21% | −0.09 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.73% | −0.09 |
| ROP Roper Technologies Inc. | Reduce -2.8% | 0.96% | −0.08 |
| GEHC GE Healthcare Technology | Reduce -5.5% | 0.48% | −0.08 |
| AMT American Tower Corp. | Reduce -5.8% | 1.33% | −0.08 |
| SPG Simon Property Group Inc. | Reduce -9.8% | 0.49% | −0.08 |
| HLN Haleon PLC-ADR | Reduce -5.0% | 1.23% | −0.08 |
| AA Alcoa Corp. | Reduce -6.6% | 0.56% | −0.07 |
| CLF Cleveland-Cliffs Inc. | Reduce -14.5% | 0.24% | −0.07 |
| M Macy's Inc. | Reduce -14.2% | 0.25% | −0.07 |
| EIX Edison International | Reduce -22.4% | 0.13% | −0.07 |
| KO The Coca-Cola Co. | Reduce -3.0% | 1.03% | −0.06 |
| DHR Danaher Corp. | Reduce -0.5% | 1.00% | −0.06 |
| APA Apa Corp. | Reduce -28.8% | 0.09% | −0.06 |
| IR Ingersoll-Rand Inc. | Reduce -7.2% | 1.00% | −0.05 |
| AL Sumisho Air Lease Corp. | Reduce -30.5% | 0.25% | −0.05 |
| HSY The Hershey Co. | Reduce -1.4% | 0.80% | −0.05 |
| BX Blackstone Inc. | Reduce -8.0% | 1.40% | −0.05 |
| TFC Truist Financial Corp. | Reduce -8.1% | 0.72% | −0.04 |
| HON Honeywell International Inc. | Reduce -21.0% | 0.24% | −0.04 |
| LW Lamb Weston Holdings Inc. | Reduce -0.0% | 0.80% | −0.04 |
| KIM Kimco Realty Corp. | Reduce -4.8% | 0.39% | −0.03 |
| BABA Alibaba Group Holding-SP ADR | Reduce -46.7% | 0.02% | −0.03 |
| RTX RTX Corp. | Reduce -11.4% | 0.49% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -14.1% | 0.51% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.5% | 0.11% | −0.02 |
| KVUE Kenvue Inc. | Reduce -58.6% | 0.01% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| AMZN Amazon.com Inc. | Add +43.2% | 1.17% | +0.45 |
| CRM Salesforce Inc. | Add +35.6% | 0.80% | +0.21 |
| INTU Intuit Inc. | Add +31.8% | 0.51% | +0.20 |
| ZTS Zoetis Inc. | Add +31.5% | 0.51% | +0.09 |
| TECK Teck Resources Ltd.-CLS B | Add +5.5% | 0.61% | +0.08 |
| MLM Martin Marietta Materials | Add +15.1% | 0.33% | +0.08 |
| VMC Vulcan Materials Co. | Add +4.2% | 0.59% | +0.07 |
| CP Canadian Pacific Kansas City | Add +89.4% | 0.14% | +0.07 |
| PEP Pepsico Inc. | Add +29.9% | 0.59% | +0.07 |
| NUE Nucor Corp. | Add +6.6% | 0.46% | +0.05 |
| WSC Willscot Holdings Corp. | Add +10.8% | 0.50% | +0.03 |
| DEO Diageo PLC-Sponsored ADR | Add +11.7% | 0.61% | +0.03 |
| CSGP Costar Group Inc. | Add +5.0% | 0.68% | +0.03 |
| CF CF Industries Holdings Inc. | Add +0.8% | 0.17% | +0.02 |
| WBD Warner Bros Discovery Inc. | Add +1.2% | 0.30% | +0.02 |
| MRNA Moderna Inc. | Add +6.5% | 0.37% | +0.01 |
| STRL Sterling Infrastructure Inc. | New | 0.01% | +0.01 |
| SCHW Schwab (charles) Corp. | New | 0.00% | +0.00 |
| CEG Constellation Energy | New | 0.00% | +0.00 |
| LHX L3HARRIS Technologies Inc. | New | 0.00% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.00% | +0.00 |
| BIPC Brookfield Infrastructure-A | New | 0.00% | +0.00 |
| PAG Penske Automotive Group Inc. | New | 0.00% | +0.00 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.00% | +0.00 |
| SHOP Shopify Inc. Class A | New | 0.00% | +0.00 |
| RYCEF Rolls-Royce Holdings PLC | New | 0.00% | +0.00 |
| NFLX Netflix Inc. | Add +0.4% | 0.01% | +0.00 |
| WFC Wells Fargo & Co. | Add +26.6% | 0.01% | +0.00 |
| CTVA Corteva Inc. | Add +54.7% | 0.01% | +0.00 |
| HCA HCA Healthcare Inc. | Add +25.2% | 0.01% | +0.00 |
| CI The Cigna Group | Add +20.3% | 0.01% | +0.00 |
| TT Trane Technologies PLC | Add +1.5% | 0.01% | +0.00 |
| LRCX Lam Research Corp. | Add +1.0% | 0.00% | +0.00 |
| VLO Valero Energy Corp. | Add +1.0% | 0.06% | +0.00 |
| AZO AutoZone Inc. | Add +10.0% | 0.01% | +0.00 |
| ABT Abbott Laboratories | Add +0.2% | 0.03% | +0.00 |
| DE Deere & Co. | Add +0.6% | 0.00% | +0.00 |
| NSC Norfolk Southern Corp. | Add +0.5% | 0.00% | +0.00 |
| SPGI S&P Global Inc. | Add +0.5% | 0.01% | +0.00 |
| GD General Dynamics Corp. | Add +0.7% | 0.00% | +0.00 |
| NEE Nextera Energy Inc. | Add +6.0% | 0.01% | +0.00 |
| CTSH Cognizant Tech Solutions-A | Add +2.5% | 0.00% | +0.00 |
| LIN Linde PLC | Add +2.2% | 0.01% | +0.00 |
| PLD Prologis Inc. | Add +0.5% | 0.00% | −0.00 |
| UNP Union Pacific Corp. | Add +0.1% | 0.01% | −0.00 |
| EPD Enterprise Products Partners | Add +4.7% | 0.01% | −0.00 |
| PFE Pfizer Inc. | Add +2.0% | 0.02% | −0.00 |
| BDX Becton Dickinson and Co. | Add +5.5% | 0.00% | −0.00 |
| FDX FedEx Corp. | Add +2.2% | 0.03% | −0.00 |
| WCN Waste Connections Inc. | Add +5.6% | 0.42% | −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 |