account_balance
Investment manager · 13F filer · SEC CIK 1672594
Douglas Lane & Associates, LLC
Reported value$7.37Bas of Jun 30, 2026
Positions250 16 new, 7 sold out
Top 10 weight24.0%NVDA alone is 4%
FiledJul 1414 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corp
4.1%Trimmed −2%
GOOGAlphabet Inc Cap STK Cl C
3.7%Trimmed −3%
JPMJPMorgan Chase & Co
2.6%Trimmed −3%
JNJJohnson & Johnson
2.3%
QCOMQualcomm Inc
2.1%Trimmed −14%
MSMorgan Stanley New
2.1%Trimmed −6%
DALDelta Air Lines Inc New
2.0%Trimmed −5%
GEGe Aerospace New
1.8%Trimmed −11%
MSFTMicrosoft Corp
1.7%
AMZNAmazon.com Inc
1.7%Added +2%
VVisa Inc Cl A
1.6%
EQIXEquinix Inc
1.5%
NVDANvidia Corp
4.1%Trimmed −2%
GOOGAlphabet Inc Cap STK Cl C
3.7%Trimmed −3%
JPM2.6%JNJ2.3%QCOM2.1%MS2.1%DAL2.0%GE1.8%MSFT1.7%AMZN1.7%V1.6%EQIX1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corp 4.1% Trimmed −2%GOOG Alphabet Inc Cap STK Cl C 3.7% Trimmed −3%JPM JPMorgan Chase & Co 2.6% Trimmed −3%JNJ Johnson & Johnson 2.3% HeldQCOM Qualcomm Inc 2.1% Trimmed −14%MS Morgan Stanley New 2.1% Trimmed −6%DAL Delta Air Lines Inc New 2.0% Trimmed −5%GE Ge Aerospace New 1.8% Trimmed −11%MSFT Microsoft Corp 1.7% HeldAMZN Amazon.com Inc 1.7% Added +2%V Visa Inc Cl A 1.6% HeldEQIX Equinix Inc 1.5% Held
What changed