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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 4 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WFC WELLS FARGO CO NEW Financial Services 7,570.0 $626K 0.01% +447.0 +6.3% $82.65 +2.5%
62 KLAC KLA CORP Technology 2,018.0 $609K 0.01% +2K +979.1% $301.70 -39.8%
63 VZ VERIZON COMMUNICATIONS INC Communication Services 14,271.0 $604K 0.01% +789.0 +5.8% $42.34 +18.4%
64 NFLX NETFLIX INC Communication Services 8,187.0 $585K 0.01% +3K +58.5% $71.40 +12.1%
65 GLW CORNING INC Technology 2,090.0 $534K 0.01% +490.0 +30.6% $255.43 -43.0%
66 CTVA CORTEVA INC Basic Materials 5,533.0 $469K 0.01% +482.0 +9.5% $84.69 -2.2%
67 CMI CUMMINS INC Industrials 657.0 $469K 0.01% +82.0 +14.3% $713.21 -19.9%
68 LIN LINDE PLC SHS Basic Materials 890.0 $462K 0.01% +19.0 +2.2% $518.67 -5.5%
69 AEP AMERICAN ELECTRIC POWER CO INC Utilities 3,354.0 $459K 0.01% +515.0 +18.1% $136.81 -10.8%
70 CWEN CLEARWAY ENERGY INC CL C Utilities 13,300.0 $455K 0.01% +800.0 +6.4% $34.18 -5.6%
71 MMM 3M CO Industrials 2,806.0 $454K 0.01% +470.0 +20.1% $161.91 +10.6%
72 TXN TEXAS INSTRUMENTS INC Technology 1,462.0 $436K 0.01% +44.0 +3.1% $298.07 -13.1%
73 NSC NORFOLK SOUTHERN CORP Industrials 1,332.0 $419K 0.01% +250.0 +23.1% $314.59 +12.2%
74 TSLA TESLA INC Consumer Cyclical 975.0 $410K 0.01% +335.0 +52.3% $420.60 -17.0%
75 TT TRANE TECHNOLOGIES PLC SHS Industrials 757.0 $372K 0.01% +28.0 +3.8% $491.16 -7.8%
76 DE DEERE & CO Industrials 563.0 $357K 0.01% +11.0 +2.0% $633.78 +2.3%
77 ETN EATON CORP PLC SHS Industrials 806.0 $343K 0.01% +64.0 +8.6% $426.12 -4.1%
78 KMI KINDER MORGAN INC Energy 10,112.0 $323K 0.00% +74.0 +0.7% $31.97 -3.0%
79 PLD PROLOGIS INC Real Estate 2,336.0 $316K 0.00% +175.0 +8.1% $135.47 +5.8%
80 PNC PNC FINANCIAL SERVICES GROUP I Financial Services 1,152.0 $284K 0.00% +98.0 +9.3% $246.29 -1.1%
Page 4 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%