DOUGLAS LANE & ASSOCIATES, LLC

Filed: 1/22/2026ACC: 0001672594-26-000001

📋 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 $7.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

240

Positions

$7.29B

Total AUM (reported)

89.60M

Total Shares

Allocation by class

COMMON$7.29B100.0%

Portfolio Concentration

Top 3$749.96M10.3%

4–10$989.54M13.6%

11–25$1.46B20.0%

Rest$4.09B56.1%

Top 3 weight

10.3%

Top 10 weight

23.9%

Voting Authority Distribution

Total shares with voting rights: 89.60M

Sole

Full voting authority

1.60M

% of voting shares1.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

87.99M

% of voting shares98.2%

Investment Discretion (by position count)

Sole240

Shared0

Other0

Dominant voting typeNone · 98.2% of voting shares

Institutional Holdings240

Rows:

NVIDIA CORP

SOLE

COMMON

Shares1.58M

TypeSH

Market value$294.52M

4.04%

Sole

35.90K

Shared

0.00

None

1.54M

ALPHABET INC CAP STK CL C

SOLE

COMMON

Shares827.47K

TypeSH

Market value$259.66M

3.56%

Sole

20.03K

Shared

0.00

None

807.44K

JPMORGAN CHASE & CO

SOLE

COMMON

Shares607.59K

TypeSH

Market value$195.78M

2.69%

Sole

13.39K

Shared

0.00

None

594.20K

QUALCOMM INC

SOLE

COMMON

Shares977.43K

TypeSH

Market value$167.19M

2.29%

Sole

20.30K

Shared

0.00

None

957.12K

MICROSOFT CORP

SOLE

COMMON

Shares345.68K

TypeSH

Market value$167.18M

2.29%

Sole

7.36K

Shared

0.00

None

338.32K

MORGAN STANLEY NEW

SOLE

COMMON

Shares800.54K

TypeSH

Market value$142.12M

1.95%

Sole

22.66K

Shared

0.00

None

777.88K

JOHNSON & JOHNSON

SOLE

COMMON

Shares680.23K

TypeSH

Market value$140.77M

1.93%

Sole

16.45K

Shared

0.00

None

663.77K

THERMO FISHER SCIENTIFIC INC

SOLE

COMMON

Shares218.07K

TypeSH

Market value$126.36M

1.73%

Sole

5.19K

Shared

0.00

None

212.88K

GE AEROSPACE NEW

SOLE

COMMON

Shares405.72K

TypeSH

Market value$124.97M

1.72%

Sole

4.78K

Shared

0.00

None

400.94K

VISA INC CL A

SOLE

COMMON

Shares344.86K

TypeSH

Market value$120.95M

1.66%

Sole

8.12K

Shared

0.00

None

336.74K

AMAZON.COM INC

SOLE

COMMON

Shares507.23K

TypeSH

Market value$117.08M

1.61%

Sole

15.22K

Shared

0.00

None

492.01K

DELTA AIR LINES INC NEW

SOLE

COMMON

Shares1.66M

TypeSH

Market value$115.15M

1.58%

Sole

19.97K

Shared

0.00

None

1.64M

REINSURANCE GROUP AMERICA INC

SOLE

COMMON

Shares550.74K

TypeSH

Market value$112.05M

1.54%

Sole

9.67K

Shared

0.00

None

541.07K

AMERICAN EXPRESS CO

SOLE

COMMON

Shares302.03K

TypeSH

Market value$111.73M

1.53%

Sole

6.89K

Shared

0.00

None

295.14K

TRANSDIGM GROUP INC

SOLE

COMMON

Shares82.05K

TypeSH

Market value$109.11M

1.50%

Sole

2.10K

Shared

0.00

None

79.94K

MASTERCARD INC CL A

SOLE

COMMON

Shares176.43K

TypeSH

Market value$100.72M

1.38%

Sole

3.21K

Shared

0.00

None

173.22K

DANAHER CORP

SOLE

COMMON

Shares437.48K

TypeSH

Market value$100.15M

1.37%

Sole

11.28K

Shared

0.00

None

426.20K

NESTLE S A SPON ADR

SOLE

COMMON

Shares957.58K

TypeSH

Market value$95.17M

1.31%

Sole

17.53K

Shared

0.00

None

940.04K

BLACKSTONE INC

SOLE

COMMON

Shares617.02K

TypeSH

Market value$95.11M

1.31%

Sole

15.37K

Shared

0.00

None

601.65K

BOEING CO

SOLE

COMMON

Shares404.31K

TypeSH

Market value$87.78M

1.20%

Sole

9.06K

Shared

0.00

None

395.25K

EQUINIX INC

SOLE

COMMON

Shares112.03K

TypeSH

Market value$85.83M

1.18%

Sole

2.66K

Shared

0.00

None

109.37K

BRISTOL-MYERS SQUIBB CO

SOLE

COMMON

Shares1.57M

TypeSH

Market value$84.81M

1.16%

Sole

29.30K

Shared

0.00

None

1.54M

GODADDY INC CL A

SOLE

COMMON

Shares671.57K

TypeSH

Market value$83.33M

1.14%

Sole

17.21K

Shared

0.00

None

654.36K

AIR PRODUCTS & CHEMICALS INC

SOLE

COMMON

Shares336.85K

TypeSH

Market value$83.21M

1.14%

Sole

8.65K

Shared

0.00

None

328.19K

FREEPORT-MCMORAN INC CL B

SOLE

COMMON

Shares1.54M

TypeSH

Market value$78.32M

1.07%

Sole

31.63K

Shared

0.00

None

1.51M

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPSOLE	COMMON	1.58M	SH	$294.52M 4.04%	35.90K	1.54M
ALPHABET INC CAP STK CL CSOLE	COMMON	827.47K	SH	$259.66M 3.56%	20.03K	807.44K
JPMORGAN CHASE & COSOLE	COMMON	607.59K	SH	$195.78M 2.69%	13.39K	594.20K
QUALCOMM INCSOLE	COMMON	977.43K	SH	$167.19M 2.29%	20.30K	957.12K
MICROSOFT CORPSOLE	COMMON	345.68K	SH	$167.18M 2.29%	7.36K	338.32K
MORGAN STANLEY NEWSOLE	COMMON	800.54K	SH	$142.12M 1.95%	22.66K	777.88K
JOHNSON & JOHNSONSOLE	COMMON	680.23K	SH	$140.77M 1.93%	16.45K	663.77K
THERMO FISHER SCIENTIFIC INCSOLE	COMMON	218.07K	SH	$126.36M 1.73%	5.19K	212.88K
GE AEROSPACE NEWSOLE	COMMON	405.72K	SH	$124.97M 1.72%	4.78K	400.94K
VISA INC CL ASOLE	COMMON	344.86K	SH	$120.95M 1.66%	8.12K	336.74K
AMAZON.COM INCSOLE	COMMON	507.23K	SH	$117.08M 1.61%	15.22K	492.01K
DELTA AIR LINES INC NEWSOLE	COMMON	1.66M	SH	$115.15M 1.58%	19.97K	1.64M
REINSURANCE GROUP AMERICA INCSOLE	COMMON	550.74K	SH	$112.05M 1.54%	9.67K	541.07K
AMERICAN EXPRESS COSOLE	COMMON	302.03K	SH	$111.73M 1.53%	6.89K	295.14K
TRANSDIGM GROUP INCSOLE	COMMON	82.05K	SH	$109.11M 1.50%	2.10K	79.94K
MASTERCARD INC CL ASOLE	COMMON	176.43K	SH	$100.72M 1.38%	3.21K	173.22K
DANAHER CORPSOLE	COMMON	437.48K	SH	$100.15M 1.37%	11.28K	426.20K
NESTLE S A SPON ADRSOLE	COMMON	957.58K	SH	$95.17M 1.31%	17.53K	940.04K
BLACKSTONE INCSOLE	COMMON	617.02K	SH	$95.11M 1.31%	15.37K	601.65K
BOEING COSOLE	COMMON	404.31K	SH	$87.78M 1.20%	9.06K	395.25K
EQUINIX INCSOLE	COMMON	112.03K	SH	$85.83M 1.18%	2.66K	109.37K
BRISTOL-MYERS SQUIBB COSOLE	COMMON	1.57M	SH	$84.81M 1.16%	29.30K	1.54M
GODADDY INC CL ASOLE	COMMON	671.57K	SH	$83.33M 1.14%	17.21K	654.36K
AIR PRODUCTS & CHEMICALS INCSOLE	COMMON	336.85K	SH	$83.21M 1.14%	8.65K	328.19K
FREEPORT-MCMORAN INC CL BSOLE	COMMON	1.54M	SH	$78.32M 1.07%	31.63K	1.51M

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