DOUGLAS LANE & ASSOCIATES, LLC

Filed: 7/14/2026ACC: 0001672594-26-000003

📋 What this filing means

DOUGLAS LANE & ASSOCIATES, LLC filed this quarterly 13F‑HR report disclosing 250 equity positions with a total reported market value of $7.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

250

Positions

$7.37B

Total AUM (reported)

86.16M

Total Shares

Allocation by class

COMMON$7.37B100.0%

Portfolio Concentration

Top 3$762.63M10.3%

4–10$1.00B13.6%

11–25$1.50B20.4%

Rest$4.10B55.6%

Top 3 weight

10.3%

Top 10 weight

24.0%

Voting Authority Distribution

Total shares with voting rights: 86.16M

Sole

Full voting authority

1.40M

% of voting shares1.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

84.75M

% of voting shares98.4%

Investment Discretion (by position count)

Sole250

Shared0

Other0

Dominant voting typeNone · 98.4% of voting shares

Institutional Holdings250

Rows:

NVIDIA CORP

SOLE

COMMON

Shares1.50M

TypeSH

Market value$301.12M

4.09%

Sole

34.87K

Shared

0.00

None

1.47M

ALPHABET INC CAP STK CL C

SOLE

COMMON

Shares767.46K

TypeSH

Market value$271.17M

3.68%

Sole

18.53K

Shared

0.00

None

748.93K

JPMORGAN CHASE & CO

SOLE

COMMON

Shares581.48K

TypeSH

Market value$190.34M

2.58%

Sole

12.12K

Shared

0.00

None

569.36K

JOHNSON & JOHNSON

SOLE

COMMON

Shares663.67K

TypeSH

Market value$168.55M

2.29%

Sole

17.31K

Shared

0.00

None

646.36K

QUALCOMM INC

SOLE

COMMON

Shares840.76K

TypeSH

Market value$155.36M

2.11%

Sole

18.20K

Shared

0.00

None

822.55K

MORGAN STANLEY NEW

SOLE

COMMON

Shares731.37K

TypeSH

Market value$152.88M

2.07%

Sole

19.66K

Shared

0.00

None

711.71K

DELTA AIR LINES INC NEW

SOLE

COMMON

Shares1.54M

TypeSH

Market value$143.93M

1.95%

Sole

18.47K

Shared

0.00

None

1.52M

GE AEROSPACE NEW

SOLE

COMMON

Shares347K

TypeSH

Market value$129.69M

1.76%

Sole

4.78K

Shared

0.00

None

342.22K

MICROSOFT CORP

SOLE

COMMON

Shares342.35K

TypeSH

Market value$127.70M

1.73%

Sole

7.36K

Shared

0.00

None

334.99K

AMAZON.COM INC

SOLE

COMMON

Shares531.48K

TypeSH

Market value$126.67M

1.72%

Sole

16.18K

Shared

0.00

None

515.30K

VISA INC CL A

SOLE

COMMON

Shares343.70K

TypeSH

Market value$117.92M

1.60%

Sole

8.12K

Shared

0.00

None

335.58K

EQUINIX INC

SOLE

COMMON

Shares109.05K

TypeSH

Market value$113.67M

1.54%

Sole

2.66K

Shared

0.00

None

106.39K

REINSURANCE GROUP AMERICA INC

SOLE

COMMON

Shares526.82K

TypeSH

Market value$112.03M

1.52%

Sole

9.67K

Shared

0.00

None

517.14K

THERMO FISHER SCIENTIFIC INC

SOLE

COMMON

Shares221.68K

TypeSH

Market value$111.14M

1.51%

Sole

5.34K

Shared

0.00

None

216.34K

TRANSDIGM GROUP INC

SOLE

COMMON

Shares83.07K

TypeSH

Market value$110.65M

1.50%

Sole

2.35K

Shared

0.00

None

80.71K

NESTLE S A SPON ADR

SOLE

COMMON

Shares1M

TypeSH

Market value$103.13M

1.40%

Sole

17.53K

Shared

0.00

None

986.75K

AIR PRODUCTS & CHEMICALS INC

SOLE

COMMON

Shares345.91K

TypeSH

Market value$101.42M

1.38%

Sole

9.23K

Shared

0.00

None

336.68K

MODERNA INC

SOLE

COMMON

Shares1.34M

TypeSH

Market value$94.08M

1.28%

Sole

19.75K

Shared

0.00

None

1.32M

FREEPORT-MCMORAN INC CL B

SOLE

COMMON

Shares1.49M

TypeSH

Market value$93.65M

1.27%

Sole

31.63K

Shared

0.00

None

1.46M

AMERICAN EXPRESS CO

SOLE

COMMON

Shares276.54K

TypeSH

Market value$93.54M

1.27%

Sole

6.35K

Shared

0.00

None

270.19K

RXO INC

SOLE

COMMON

Shares3.35M

TypeSH

Market value$92.33M

1.25%

Sole

80.20K

Shared

0.00

None

3.27M

BOEING CO

SOLE

COMMON

Shares426.17K

TypeSH

Market value$92.25M

1.25%

Sole

9.56K

Shared

0.00

None

416.61K

MASTERCARD INC CL A

SOLE

COMMON

Shares175.06K

TypeSH

Market value$89.91M

1.22%

Sole

4.21K

Shared

0.00

None

170.86K

BRISTOL-MYERS SQUIBB CO

SOLE

COMMON

Shares1.56M

TypeSH

Market value$89.67M

1.22%

Sole

29.30K

Shared

0.00

None

1.53M

DANAHER CORP

SOLE

COMMON

Shares459.42K

TypeSH

Market value$87.51M

1.19%

Sole

11.74K

Shared

0.00

None

447.68K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPSOLE	COMMON	1.50M	SH	$301.12M 4.09%	34.87K	1.47M
ALPHABET INC CAP STK CL CSOLE	COMMON	767.46K	SH	$271.17M 3.68%	18.53K	748.93K
JPMORGAN CHASE & COSOLE	COMMON	581.48K	SH	$190.34M 2.58%	12.12K	569.36K
JOHNSON & JOHNSONSOLE	COMMON	663.67K	SH	$168.55M 2.29%	17.31K	646.36K
QUALCOMM INCSOLE	COMMON	840.76K	SH	$155.36M 2.11%	18.20K	822.55K
MORGAN STANLEY NEWSOLE	COMMON	731.37K	SH	$152.88M 2.07%	19.66K	711.71K
DELTA AIR LINES INC NEWSOLE	COMMON	1.54M	SH	$143.93M 1.95%	18.47K	1.52M
GE AEROSPACE NEWSOLE	COMMON	347K	SH	$129.69M 1.76%	4.78K	342.22K
MICROSOFT CORPSOLE	COMMON	342.35K	SH	$127.70M 1.73%	7.36K	334.99K
AMAZON.COM INCSOLE	COMMON	531.48K	SH	$126.67M 1.72%	16.18K	515.30K
VISA INC CL ASOLE	COMMON	343.70K	SH	$117.92M 1.60%	8.12K	335.58K
EQUINIX INCSOLE	COMMON	109.05K	SH	$113.67M 1.54%	2.66K	106.39K
REINSURANCE GROUP AMERICA INCSOLE	COMMON	526.82K	SH	$112.03M 1.52%	9.67K	517.14K
THERMO FISHER SCIENTIFIC INCSOLE	COMMON	221.68K	SH	$111.14M 1.51%	5.34K	216.34K
TRANSDIGM GROUP INCSOLE	COMMON	83.07K	SH	$110.65M 1.50%	2.35K	80.71K
NESTLE S A SPON ADRSOLE	COMMON	1M	SH	$103.13M 1.40%	17.53K	986.75K
AIR PRODUCTS & CHEMICALS INCSOLE	COMMON	345.91K	SH	$101.42M 1.38%	9.23K	336.68K
MODERNA INCSOLE	COMMON	1.34M	SH	$94.08M 1.28%	19.75K	1.32M
FREEPORT-MCMORAN INC CL BSOLE	COMMON	1.49M	SH	$93.65M 1.27%	31.63K	1.46M
AMERICAN EXPRESS COSOLE	COMMON	276.54K	SH	$93.54M 1.27%	6.35K	270.19K
RXO INCSOLE	COMMON	3.35M	SH	$92.33M 1.25%	80.20K	3.27M
BOEING COSOLE	COMMON	426.17K	SH	$92.25M 1.25%	9.56K	416.61K
MASTERCARD INC CL ASOLE	COMMON	175.06K	SH	$89.91M 1.22%	4.21K	170.86K
BRISTOL-MYERS SQUIBB COSOLE	COMMON	1.56M	SH	$89.67M 1.22%	29.30K	1.53M
DANAHER CORPSOLE	COMMON	459.42K	SH	$87.51M 1.19%	11.74K	447.68K

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