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Portfolio (Quarterly) Guide ↗

Douglas Lane & Associates, LLC

· CIK 0001672594
13F Portfolio $7.4B AUM 250 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 86 Added 123 Reduced 7 Exited
Page 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GRAL GRAIL INC Healthcare 162,340.0 $11.1M 0.15% +816.0 +0.5% $68.27 +12.2%
42 HD HOME DEPOT INC Consumer Cyclical 28,461.0 $10.0M 0.14% +963.0 +3.5% $352.68 -4.3%
43 ECL ECOLAB INC Basic Materials 33,563.0 $9.4M 0.13% +1K +3.9% $278.61 +3.0%
44 HNI HNI CORP Industrials 206,841.0 $8.4M 0.11% +64K +45.3% $40.41 +21.3%
45 MU MICRON TECHNOLOGY INC Technology 3,386.0 $3.9M 0.05% +2K +125.3% $1154.13 -21.1%
46 LLY LILLY ELI & CO Healthcare 2,861.0 $3.4M 0.05% +208.0 +7.8% $1199.41 +4.0%
47 CAT CATERPILLAR INC Industrials 3,039.0 $3.2M 0.04% +70.0 +2.4% $1064.90 -23.8%
48 PG PROCTER AND GAMBLE CO Consumer Defensive 17,559.0 $2.6M 0.04% +1K +6.9% $146.64 -0.0%
49 ABBV ABBVIE INC Healthcare 9,961.0 $2.5M 0.03% +436.0 +4.6% $251.63 +5.1%
50 AMD ADVANCED MICRO DEVICES Technology 3,018.0 $1.8M 0.02% +2K +200.0% $580.91 -21.4%
51 AVGO BROADCOM INC Technology 3,912.0 $1.5M 0.02% +535.0 +15.8% $377.80 -5.0%
52 AMAT APPLIED MATERIALS INC Technology 1,820.0 $1.3M 0.02% +280.0 +18.2% $722.97 -33.0%
53 LRCX LAM RESEARCH CORP Technology 2,480.0 $1.1M 0.01% +124.0 +5.3% $433.35 -28.4%
54 GS GOLDMAN SACHS GROUP INC Financial Services 975.0 $986K 0.01% +13.0 +1.4% $1011.78 +2.4%
55 UNP UNION PACIFIC CORP Industrials 2,864.0 $779K 0.01% +278.0 +10.8% $272.00 +13.9%
56 PM PHILIP MORRIS INTERNATIONAL IN Consumer Defensive 4,285.0 $775K 0.01% +431.0 +11.2% $180.90 +5.8%
57 NEE NEXTERA ENERGY INC Utilities 8,436.0 $740K 0.01% +582.0 +7.4% $87.77 -4.2%
58 DUK DUKE ENERGY CORP NEW Utilities 5,820.0 $737K 0.01% +2K +42.7% $126.58 -3.6%
59 WM WASTE MANAGEMENT INC Industrials 3,082.0 $687K 0.01% +425.0 +16.0% $222.91 +1.6%
60 WMB WILLIAMS COS INC Energy 8,479.0 $630K 0.01% +2K +22.1% $74.34 -4.5%
Page 3 of 5  ·  86 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 17.2%
Healthcare 16.7%
Technology 15.6%
Industrials 14.6%
Basic Materials 8.3%
Consumer Defensive 7.4%
Real Estate 5.1%
Consumer Cyclical 5.0%
Communication Services 4.8%
Energy 4.7%