DOUGLAS LANE & ASSOCIATES, LLC

Filed: 10/10/2025ACC: 0001672594-25-000006

📋 What this filing means

DOUGLAS LANE & ASSOCIATES, LLC filed this quarterly 13F‑HR report disclosing 240 equity positions with a total reported market value of $7.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

240

Positions

$7.18B

Total AUM (reported)

95.56M

Total Shares

Allocation by class

COMMON$7.18B100.0%

Portfolio Concentration

Top 3$728.14M10.1%

4–10$992.37M13.8%

11–25$1.45B20.2%

Rest$4.01B55.8%

Top 3 weight

10.1%

Top 10 weight

24.0%

Voting Authority Distribution

Total shares with voting rights: 95.56M

Sole

Full voting authority

1.59M

% of voting shares1.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

93.98M

% of voting shares98.3%

Investment Discretion (by position count)

Sole240

Shared0

Other0

Dominant voting typeNone · 98.3% of voting shares

Institutional Holdings240

Rows:

NVIDIA CORP

SOLE

COMMON

Shares1.67M

TypeSH

Market value$312.46M

4.35%

Sole

43.66K

Shared

0.00

None

1.63M

ALPHABET INC CAP STK CL C

SOLE

COMMON

Shares870.94K

TypeSH

Market value$212.12M

2.96%

Sole

22.03K

Shared

0.00

None

848.91K

JPMORGAN CHASE & CO

SOLE

COMMON

Shares645.33K

TypeSH

Market value$203.56M

2.84%

Sole

13.69K

Shared

0.00

None

631.64K

MICROSOFT CORP

SOLE

COMMON

Shares356.77K

TypeSH

Market value$184.79M

2.57%

Sole

7.91K

Shared

0.00

None

348.85K

QUALCOMM INC

SOLE

COMMON

Shares1.01M

TypeSH

Market value$167.31M

2.33%

Sole

20.30K

Shared

0.00

None

985.43K

GE AEROSPACE NEW

SOLE

COMMON

Shares458.19K

TypeSH

Market value$137.83M

1.92%

Sole

4.09K

Shared

0.00

None

454.09K

MORGAN STANLEY NEW

SOLE

COMMON

Shares848.43K

TypeSH

Market value$134.87M

1.88%

Sole

24.46K

Shared

0.00

None

823.97K

JOHNSON & JOHNSON

SOLE

COMMON

Shares667.37K

TypeSH

Market value$123.74M

1.72%

Sole

16.45K

Shared

0.00

None

650.92K

VISA INC CL A

SOLE

COMMON

Shares357.88K

TypeSH

Market value$122.17M

1.70%

Sole

8.12K

Shared

0.00

None

349.75K

AMERICAN EXPRESS CO

SOLE

COMMON

Shares366.24K

TypeSH

Market value$121.65M

1.69%

Sole

8.44K

Shared

0.00

None

357.80K

ORACLE CORP

SOLE

COMMON

Shares410.62K

TypeSH

Market value$115.48M

1.61%

Sole

11.85K

Shared

0.00

None

398.77K

TRANSDIGM GROUP INC

SOLE

COMMON

Shares82.50K

TypeSH

Market value$108.74M

1.52%

Sole

2.10K

Shared

0.00

None

80.39K

BLACKSTONE INC

SOLE

COMMON

Shares630.23K

TypeSH

Market value$107.67M

1.50%

Sole

15.37K

Shared

0.00

None

614.85K

REINSURANCE GROUP AMERICA INC

SOLE

COMMON

Shares550.19K

TypeSH

Market value$105.71M

1.47%

Sole

9.67K

Shared

0.00

None

540.52K

THERMO FISHER SCIENTIFIC INC

SOLE

COMMON

Shares216.28K

TypeSH

Market value$104.90M

1.46%

Sole

5.19K

Shared

0.00

None

211.08K

MASTERCARD INC CL A

SOLE

COMMON

Shares183.67K

TypeSH

Market value$104.48M

1.46%

Sole

3.21K

Shared

0.00

None

180.47K

AMAZON.COM INC

SOLE

COMMON

Shares462.89K

TypeSH

Market value$101.64M

1.42%

Sole

14.01K

Shared

0.00

None

448.88K

DELTA AIR LINES INC NEW

SOLE

COMMON

Shares1.78M

TypeSH

Market value$101.04M

1.41%

Sole

35.52K

Shared

0.00

None

1.75M

GODADDY INC CL A

SOLE

COMMON

Shares668.47K

TypeSH

Market value$91.47M

1.27%

Sole

16.71K

Shared

0.00

None

651.76K

BOEING CO

SOLE

COMMON

Shares396.40K

TypeSH

Market value$85.56M

1.19%

Sole

9.06K

Shared

0.00

None

387.34K

APTIV PLC

SOLE

COMMON

Shares991.83K

TypeSH

Market value$85.52M

1.19%

Sole

10.10K

Shared

0.00

None

981.74K

NESTLE S A SPON ADR

SOLE

COMMON

Shares924.34K

TypeSH

Market value$84.89M

1.18%

Sole

17.53K

Shared

0.00

None

906.81K

EQUINIX INC

SOLE

COMMON

Shares107.79K

TypeSH

Market value$84.42M

1.18%

Sole

2.66K

Shared

0.00

None

105.13K

DANAHER CORP

SOLE

COMMON

Shares422.48K

TypeSH

Market value$83.76M

1.17%

Sole

10.26K

Shared

0.00

None

412.22K

AIR PRODUCTS & CHEMICALS INC

SOLE

COMMON

Shares305.35K

TypeSH

Market value$83.27M

1.16%

Sole

7.86K

Shared

0.00

None

297.49K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPSOLE	COMMON	1.67M	SH	$312.46M 4.35%	43.66K	1.63M
ALPHABET INC CAP STK CL CSOLE	COMMON	870.94K	SH	$212.12M 2.96%	22.03K	848.91K
JPMORGAN CHASE & COSOLE	COMMON	645.33K	SH	$203.56M 2.84%	13.69K	631.64K
MICROSOFT CORPSOLE	COMMON	356.77K	SH	$184.79M 2.57%	7.91K	348.85K
QUALCOMM INCSOLE	COMMON	1.01M	SH	$167.31M 2.33%	20.30K	985.43K
GE AEROSPACE NEWSOLE	COMMON	458.19K	SH	$137.83M 1.92%	4.09K	454.09K
MORGAN STANLEY NEWSOLE	COMMON	848.43K	SH	$134.87M 1.88%	24.46K	823.97K
JOHNSON & JOHNSONSOLE	COMMON	667.37K	SH	$123.74M 1.72%	16.45K	650.92K
VISA INC CL ASOLE	COMMON	357.88K	SH	$122.17M 1.70%	8.12K	349.75K
AMERICAN EXPRESS COSOLE	COMMON	366.24K	SH	$121.65M 1.69%	8.44K	357.80K
ORACLE CORPSOLE	COMMON	410.62K	SH	$115.48M 1.61%	11.85K	398.77K
TRANSDIGM GROUP INCSOLE	COMMON	82.50K	SH	$108.74M 1.52%	2.10K	80.39K
BLACKSTONE INCSOLE	COMMON	630.23K	SH	$107.67M 1.50%	15.37K	614.85K
REINSURANCE GROUP AMERICA INCSOLE	COMMON	550.19K	SH	$105.71M 1.47%	9.67K	540.52K
THERMO FISHER SCIENTIFIC INCSOLE	COMMON	216.28K	SH	$104.90M 1.46%	5.19K	211.08K
MASTERCARD INC CL ASOLE	COMMON	183.67K	SH	$104.48M 1.46%	3.21K	180.47K
AMAZON.COM INCSOLE	COMMON	462.89K	SH	$101.64M 1.42%	14.01K	448.88K
DELTA AIR LINES INC NEWSOLE	COMMON	1.78M	SH	$101.04M 1.41%	35.52K	1.75M
GODADDY INC CL ASOLE	COMMON	668.47K	SH	$91.47M 1.27%	16.71K	651.76K
BOEING COSOLE	COMMON	396.40K	SH	$85.56M 1.19%	9.06K	387.34K
APTIV PLCSOLE	COMMON	991.83K	SH	$85.52M 1.19%	10.10K	981.74K
NESTLE S A SPON ADRSOLE	COMMON	924.34K	SH	$84.89M 1.18%	17.53K	906.81K
EQUINIX INCSOLE	COMMON	107.79K	SH	$84.42M 1.18%	2.66K	105.13K
DANAHER CORPSOLE	COMMON	422.48K	SH	$83.76M 1.17%	10.26K	412.22K
AIR PRODUCTS & CHEMICALS INCSOLE	COMMON	305.35K	SH	$83.27M 1.16%	7.86K	297.49K

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