DOUGLAS LANE & ASSOCIATES, LLC

PrivateCIK: 1672594

Location

NEW YORK, NY

241

Positions

$6.93B

Total AUM (reported)

88.89M

Total Shares

Allocation by class

COMMON$6.93B100.0%

Portfolio Concentration

Top 3$671.31M9.7%

4–10$877.11M12.6%

11–25$1.43B20.6%

Rest$3.96B57.1%

Top 3 weight

9.7%

Top 10 weight

22.3%

Voting Authority Distribution

Total shares with voting rights: 88.89M

Sole

Full voting authority

1.57M

% of voting shares1.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

87.32M

% of voting shares98.2%

Investment Discretion (by position count)

Sole241

Shared0

Other0

Dominant voting typeNone · 98.2% of voting shares

Institutional Holdings241

Rows:

NVIDIA CORP

SOLE

COMMON

Shares1.54M

TypeSH

Market value$269.01M

3.88%

Sole

36.42K

Shared

0.00

None

1.51M

ALPHABET INC CAP STK CL C

SOLE

COMMON

Shares790.68K

TypeSH

Market value$226.82M

3.27%

Sole

20.03K

Shared

0.00

None

770.65K

JPMORGAN CHASE & CO

SOLE

COMMON

Shares596.56K

TypeSH

Market value$175.48M

2.53%

Sole

12.95K

Shared

0.00

None

583.61K

JOHNSON & JOHNSON

SOLE

COMMON

Shares672.70K

TypeSH

Market value$164.44M

2.37%

Sole

16.81K

Shared

0.00

None

655.89K

MORGAN STANLEY NEW

SOLE

COMMON

Shares781.58K

TypeSH

Market value$128.62M

1.85%

Sole

22.66K

Shared

0.00

None

758.92K

MICROSOFT CORP

SOLE

COMMON

Shares344.93K

TypeSH

Market value$127.68M

1.84%

Sole

7.36K

Shared

0.00

None

337.56K

QUALCOMM INC

SOLE

COMMON

Shares976.82K

TypeSH

Market value$125.79M

1.81%

Sole

20.30K

Shared

0.00

None

956.51K

REINSURANCE GROUP AMERICA INC

SOLE

COMMON

Shares545.63K

TypeSH

Market value$111.40M

1.61%

Sole

9.67K

Shared

0.00

None

535.96K

GE AEROSPACE NEW

SOLE

COMMON

Shares388.70K

TypeSH

Market value$110.30M

1.59%

Sole

4.78K

Shared

0.00

None

383.92K

EQUINIX INC

SOLE

COMMON

Shares111.08K

TypeSH

Market value$108.88M

1.57%

Sole

2.66K

Shared

0.00

None

108.42K

AMAZON.COM INC

SOLE

COMMON

Shares519.87K

TypeSH

Market value$108.27M

1.56%

Sole

15.36K

Shared

0.00

None

504.51K

DELTA AIR LINES INC NEW

SOLE

COMMON

Shares1.62M

TypeSH

Market value$107.97M

1.56%

Sole

19.97K

Shared

0.00

None

1.60M

THERMO FISHER SCIENTIFIC INC

SOLE

COMMON

Shares218.30K

TypeSH

Market value$107.30M

1.55%

Sole

5.19K

Shared

0.00

None

213.10K

VISA INC CL A

SOLE

COMMON

Shares347.58K

TypeSH

Market value$105.05M

1.51%

Sole

8.12K

Shared

0.00

None

339.46K

AIR PRODUCTS & CHEMICALS INC

SOLE

COMMON

Shares345.85K

TypeSH

Market value$100.47M

1.45%

Sole

8.98K

Shared

0.00

None

336.87K

CHEVRON CORP NEW

SOLE

COMMON

Shares484.74K

TypeSH

Market value$100.29M

1.45%

Sole

7.87K

Shared

0.00

None

476.87K

NESTLE S A SPON ADR

SOLE

COMMON

Shares1M

TypeSH

Market value$98.02M

1.41%

Sole

17.53K

Shared

0.00

None

986.83K

BRISTOL-MYERS SQUIBB CO

SOLE

COMMON

Shares1.57M

TypeSH

Market value$95.49M

1.38%

Sole

29.30K

Shared

0.00

None

1.55M

TRANSDIGM GROUP INC

SOLE

COMMON

Shares82.14K

TypeSH

Market value$95.20M

1.37%

Sole

2.10K

Shared

0.00

None

80.04K

FREEPORT-MCMORAN INC CL B

SOLE

COMMON

Shares1.53M

TypeSH

Market value$89.65M

1.29%

Sole

31.63K

Shared

0.00

None

1.49M

MASTERCARD INC CL A

SOLE

COMMON

Shares175.12K

TypeSH

Market value$87.50M

1.26%

Sole

3.21K

Shared

0.00

None

171.91K

AMERICAN EXPRESS CO

SOLE

COMMON

Shares287.64K

TypeSH

Market value$87.01M

1.25%

Sole

6.35K

Shared

0.00

None

281.29K

DANAHER CORP

SOLE

COMMON

Shares439.08K

TypeSH

Market value$83.25M

1.20%

Sole

11.64K

Shared

0.00

None

427.44K

HERSHEY CO

SOLE

COMMON

Shares396.31K

TypeSH

Market value$82.39M

1.19%

Sole

10.07K

Shared

0.00

None

386.24K

BOEING CO

SOLE

COMMON

Shares409.86K

TypeSH

Market value$81.57M

1.18%

Sole

9.06K

Shared

0.00

None

400.79K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPSOLE	COMMON	1.54M	SH	$269.01M 3.88%	36.42K	1.51M
ALPHABET INC CAP STK CL CSOLE	COMMON	790.68K	SH	$226.82M 3.27%	20.03K	770.65K
JPMORGAN CHASE & COSOLE	COMMON	596.56K	SH	$175.48M 2.53%	12.95K	583.61K
JOHNSON & JOHNSONSOLE	COMMON	672.70K	SH	$164.44M 2.37%	16.81K	655.89K
MORGAN STANLEY NEWSOLE	COMMON	781.58K	SH	$128.62M 1.85%	22.66K	758.92K
MICROSOFT CORPSOLE	COMMON	344.93K	SH	$127.68M 1.84%	7.36K	337.56K
QUALCOMM INCSOLE	COMMON	976.82K	SH	$125.79M 1.81%	20.30K	956.51K
REINSURANCE GROUP AMERICA INCSOLE	COMMON	545.63K	SH	$111.40M 1.61%	9.67K	535.96K
GE AEROSPACE NEWSOLE	COMMON	388.70K	SH	$110.30M 1.59%	4.78K	383.92K
EQUINIX INCSOLE	COMMON	111.08K	SH	$108.88M 1.57%	2.66K	108.42K
AMAZON.COM INCSOLE	COMMON	519.87K	SH	$108.27M 1.56%	15.36K	504.51K
DELTA AIR LINES INC NEWSOLE	COMMON	1.62M	SH	$107.97M 1.56%	19.97K	1.60M
THERMO FISHER SCIENTIFIC INCSOLE	COMMON	218.30K	SH	$107.30M 1.55%	5.19K	213.10K
VISA INC CL ASOLE	COMMON	347.58K	SH	$105.05M 1.51%	8.12K	339.46K
AIR PRODUCTS & CHEMICALS INCSOLE	COMMON	345.85K	SH	$100.47M 1.45%	8.98K	336.87K
CHEVRON CORP NEWSOLE	COMMON	484.74K	SH	$100.29M 1.45%	7.87K	476.87K
NESTLE S A SPON ADRSOLE	COMMON	1M	SH	$98.02M 1.41%	17.53K	986.83K
BRISTOL-MYERS SQUIBB COSOLE	COMMON	1.57M	SH	$95.49M 1.38%	29.30K	1.55M
TRANSDIGM GROUP INCSOLE	COMMON	82.14K	SH	$95.20M 1.37%	2.10K	80.04K
FREEPORT-MCMORAN INC CL BSOLE	COMMON	1.53M	SH	$89.65M 1.29%	31.63K	1.49M
MASTERCARD INC CL ASOLE	COMMON	175.12K	SH	$87.50M 1.26%	3.21K	171.91K
AMERICAN EXPRESS COSOLE	COMMON	287.64K	SH	$87.01M 1.25%	6.35K	281.29K
DANAHER CORPSOLE	COMMON	439.08K	SH	$83.25M 1.20%	11.64K	427.44K
HERSHEY COSOLE	COMMON	396.31K	SH	$82.39M 1.19%	10.07K	386.24K
BOEING COSOLE	COMMON	409.86K	SH	$81.57M 1.18%	9.06K	400.79K

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