Filed: 7/7/2025ACC: 0001672594-25-000005
📋 What this filing means
DOUGLAS LANE & ASSOCIATES, LLC filed this quarterly 13F‑HR report disclosing 238 equity positions with a total reported market value of $6.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
238
Positions
$6.90B
Total AUM (reported)
97.44M
Total Shares
Allocation by class
COMMON$6.90B100.0%
Portfolio Concentration
Top 3$666.35M9.7%
4–10$968.51M14.0%
11–25$1.41B20.5%
Rest$3.85B55.8%
Top 3 weight
9.7%
Top 10 weight
23.7%
Voting Authority Distribution
Total shares with voting rights: 97.44M
Sole
Full voting authority
1.67M
shares
% of voting shares1.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
95.77M
shares
% of voting shares98.3%
Investment Discretion (by position count)
Sole238
Shared0
Other0
Dominant voting typeNone · 98.3% of voting shares
Institutional Holdings238
Rows:
NVIDIA CORP
SOLEShares1.79M
TypeSH
Market value$282.98M
4.10%
Sole
45.63K
Shared
0.00
None
1.75M
JPMORGAN CHASE & CO
SOLEShares701.04K
TypeSH
Market value$203.24M
2.95%
Sole
15.65K
Shared
0.00
None
685.39K
MICROSOFT CORP
SOLEShares362.14K
TypeSH
Market value$180.13M
2.61%
Sole
7.91K
Shared
0.00
None
354.23K
QUALCOMM INC
SOLEShares1.03M
TypeSH
Market value$163.32M
2.37%
Sole
20.30K
Shared
0.00
None
1.01M
ALPHABET INC CAP STK CL C
SOLEShares885.53K
TypeSH
Market value$157.08M
2.28%
Sole
22.03K
Shared
0.00
None
863.50K
AMERICAN EXPRESS CO
SOLEShares424.57K
TypeSH
Market value$135.43M
1.96%
Sole
8.79K
Shared
0.00
None
415.78K
GE AEROSPACE NEW
SOLEShares509.85K
TypeSH
Market value$131.23M
1.90%
Sole
7.17K
Shared
0.00
None
502.68K
VISA INC CL A
SOLEShares368.47K
TypeSH
Market value$130.82M
1.90%
Sole
8.37K
Shared
0.00
None
360.09K
MORGAN STANLEY NEW
SOLEShares896.45K
TypeSH
Market value$126.27M
1.83%
Sole
25.66K
Shared
0.00
None
870.79K
GODADDY INC CL A
SOLEShares690.59K
TypeSH
Market value$124.35M
1.80%
Sole
18.21K
Shared
0.00
None
672.38K
TRANSDIGM GROUP INC
SOLEShares77.17K
TypeSH
Market value$117.35M
1.70%
Sole
2.10K
Shared
0.00
None
75.07K
ORACLE CORP
SOLEShares533.85K
TypeSH
Market value$116.72M
1.69%
Sole
17.35K
Shared
0.00
None
516.50K
MASTERCARD INC CL A
SOLEShares191.10K
TypeSH
Market value$107.39M
1.56%
Sole
3.33K
Shared
0.00
None
187.77K
REINSURANCE GROUP AMERICA INC
SOLEShares541.38K
TypeSH
Market value$107.39M
1.56%
Sole
9.17K
Shared
0.00
None
532.21K
BLACKSTONE INC
SOLEShares647.75K
TypeSH
Market value$96.89M
1.40%
Sole
15.62K
Shared
0.00
None
632.13K
DELTA AIR LINES INC NEW
SOLEShares1.97M
TypeSH
Market value$96.72M
1.40%
Sole
35.52K
Shared
0.00
None
1.93M
JOHNSON & JOHNSON
SOLEShares632.42K
TypeSH
Market value$96.60M
1.40%
Sole
16.45K
Shared
0.00
None
615.97K
AMERICAN TOWER CORP NEW
SOLEShares413.91K
TypeSH
Market value$91.48M
1.33%
Sole
9.41K
Shared
0.00
None
404.50K
NESTLE S A SPON ADR
SOLEShares880.16K
TypeSH
Market value$87.16M
1.26%
Sole
20.32K
Shared
0.00
None
859.84K
BOEING CO
SOLEShares406.30K
TypeSH
Market value$85.13M
1.23%
Sole
9.06K
Shared
0.00
None
397.23K
HALEON PLC ADR
SOLEShares8.18M
TypeSH
Market value$84.80M
1.23%
Sole
197.59K
Shared
0.00
None
7.98M
BANK OF AMERICA CORP
SOLEShares1.77M
TypeSH
Market value$83.60M
1.21%
Sole
38.17K
Shared
0.00
None
1.73M
THERMO FISHER SCIENTIFIC INC
SOLEShares199.53K
TypeSH
Market value$80.90M
1.17%
Sole
4.14K
Shared
0.00
None
195.39K
AMAZON.COM INC
SOLEShares367.53K
TypeSH
Market value$80.63M
1.17%
Sole
7.66K
Shared
0.00
None
359.87K
META PLATFORMS INC CL A
SOLEShares109.13K
TypeSH
Market value$80.55M
1.17%
Sole
3.91K
Shared
0.00
None
105.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COMMON | 1.79M | SH | $282.98M 4.10% | 45.63K | 0.00 | 1.75M |
JPMORGAN CHASE & COSOLE | COMMON | 701.04K | SH | $203.24M 2.95% | 15.65K | 0.00 | 685.39K |
MICROSOFT CORPSOLE | COMMON | 362.14K | SH | $180.13M 2.61% | 7.91K | 0.00 | 354.23K |
QUALCOMM INCSOLE | COMMON | 1.03M | SH | $163.32M 2.37% | 20.30K | 0.00 | 1.01M |
ALPHABET INC CAP STK CL CSOLE | COMMON | 885.53K | SH | $157.08M 2.28% | 22.03K | 0.00 | 863.50K |
AMERICAN EXPRESS COSOLE | COMMON | 424.57K | SH | $135.43M 1.96% | 8.79K | 0.00 | 415.78K |
GE AEROSPACE NEWSOLE | COMMON | 509.85K | SH | $131.23M 1.90% | 7.17K | 0.00 | 502.68K |
VISA INC CL ASOLE | COMMON | 368.47K | SH | $130.82M 1.90% | 8.37K | 0.00 | 360.09K |
MORGAN STANLEY NEWSOLE | COMMON | 896.45K | SH | $126.27M 1.83% | 25.66K | 0.00 | 870.79K |
GODADDY INC CL ASOLE | COMMON | 690.59K | SH | $124.35M 1.80% | 18.21K | 0.00 | 672.38K |
TRANSDIGM GROUP INCSOLE | COMMON | 77.17K | SH | $117.35M 1.70% | 2.10K | 0.00 | 75.07K |
ORACLE CORPSOLE | COMMON | 533.85K | SH | $116.72M 1.69% | 17.35K | 0.00 | 516.50K |
MASTERCARD INC CL ASOLE | COMMON | 191.10K | SH | $107.39M 1.56% | 3.33K | 0.00 | 187.77K |
REINSURANCE GROUP AMERICA INCSOLE | COMMON | 541.38K | SH | $107.39M 1.56% | 9.17K | 0.00 | 532.21K |
BLACKSTONE INCSOLE | COMMON | 647.75K | SH | $96.89M 1.40% | 15.62K | 0.00 | 632.13K |
DELTA AIR LINES INC NEWSOLE | COMMON | 1.97M | SH | $96.72M 1.40% | 35.52K | 0.00 | 1.93M |
JOHNSON & JOHNSONSOLE | COMMON | 632.42K | SH | $96.60M 1.40% | 16.45K | 0.00 | 615.97K |
AMERICAN TOWER CORP NEWSOLE | COMMON | 413.91K | SH | $91.48M 1.33% | 9.41K | 0.00 | 404.50K |
NESTLE S A SPON ADRSOLE | COMMON | 880.16K | SH | $87.16M 1.26% | 20.32K | 0.00 | 859.84K |
BOEING COSOLE | COMMON | 406.30K | SH | $85.13M 1.23% | 9.06K | 0.00 | 397.23K |
HALEON PLC ADRSOLE | COMMON | 8.18M | SH | $84.80M 1.23% | 197.59K | 0.00 | 7.98M |
BANK OF AMERICA CORPSOLE | COMMON | 1.77M | SH | $83.60M 1.21% | 38.17K | 0.00 | 1.73M |
THERMO FISHER SCIENTIFIC INCSOLE | COMMON | 199.53K | SH | $80.90M 1.17% | 4.14K | 0.00 | 195.39K |
AMAZON.COM INCSOLE | COMMON | 367.53K | SH | $80.63M 1.17% | 7.66K | 0.00 | 359.87K |
META PLATFORMS INC CL ASOLE | COMMON | 109.13K | SH | $80.55M 1.17% | 3.91K | 0.00 | 105.22K |
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