Institutional Fund
Douglas Lane & Associates, LLC
New York, NYCIK 16725945 filings on record
Portfolio Value
$6.93B
Q1 2026
Holdings
241
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-4.8%
from $7.29B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation3.9%
- Alphabet Inc3.3%
- Jpmorgan Chase & Co.2.5%
- Johnson & Johnson2.4%
- Morgan Stanley1.9%
- Microsoft Corp1.8%
- Other84.3%
Portfolio Holdings
241 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 1.54M | $269.01M | 3.9% | −36.7K | Reduced |
| 2 | Alphabet Inc | 790.7K | $226.82M | 3.3% | −36.8K | Reduced |
| 3 | Jpmorgan Chase & Co. | 596.6K | $175.48M | 2.5% | −11.0K | Reduced |
| 4 | Johnson & Johnson | 672.7K | $164.44M | 2.4% | −7.5K | Reduced |
| 5 | Morgan Stanley | 781.6K | $128.62M | 1.9% | −19.0K | Reduced |
| 6 | Microsoft Corp | 344.9K | $127.68M | 1.8% | −756 | Reduced |
| 7 | Qualcomm Inc | 976.8K | $125.79M | 1.8% | −607 | Reduced |
| 8 | Reinsurance Grp Of America I | 545.6K | $111.40M | 1.6% | −5.1K | Reduced |
| 9 | Ge Aerospace | 388.7K | $110.30M | 1.6% | −17.0K | Reduced |
| 10 | Equinix Inc | 111.1K | $108.88M | 1.6% | −955 | Reduced |
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