Douglas Lane & Associates portfolio
Type not verifiedPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 9, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Douglas Lane & Associates reported a $7.5 bn portfolio of 244 companies (245 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are NVDA, GOOG, MRNA.
Sections with a free account
What changed this quarter
218 positions with a change (6 new, 42 added to, 160 trimmed, 10 sold).
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- NVIDIANVDA4.4%
- AlphabetGOOG · GOOGL4.1%
- ModernaMRNA3.0%
- JPMorgan ChaseJPM2.5%
- MicrosoftMSFT2.3%
- Johnson & JohnsonJNJ2.3%
- QualcommQCOM2.0%
- Thermo Fisher ScientificTMO2.0%
- Amazon.comAMZN1.8%
- Morgan StanleyMS1.7%
- Reinsurance Group of AmericaRGA1.7%
- Delta Air LinesDAL1.6%
- VisaV1.6%
- EquinixEQIX1.4%
- Freeport-McMoRanFCX1.4%
Portfolio by sector
- ● Health Care 17%
- ● Information Technology 16%
- ● Financials 15%
- ● Industrials 13%
- ● Communication Services 8%
- ● Materials 8%
- ● Consumer Staples 7%
- ● Consumer Discretionary 5%
- ● Energy 5%
- ● Real Estate 4%
- ● No sector 2%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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