Douglas Lane & Associates, LLC
CIK 0001672594 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$7.37B
2026 Q2
Positions
250
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
24.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVDA
NVIDIA CORP
4.1%
GOOG
ALPHABET INC CAP STK CL C
3.7%
JPM
JPMORGAN CHASE & CO
2.6%
JNJ
JOHNSON & JOHNSON
2.3%
QCOM
QUALCOMM INC
2.1%
MS
MORGAN STANLEY NEW
2.1%
DAL
DELTA AIR LINES INC NEW
2.0%
GE
GE AEROSPACE NEW
1.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.