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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,093.0 $277K 0.00% +20.0 +1.0% $132.52 +4.9%
82 CEG CONSTELLATION ENERGY CORP Utilities 1,080.0 $268K 0.00% +331.0 +44.2% $248.37 +10.1%
83 TRV TRAVELERS COMPANIES INC Financial Services 761.0 $251K 0.00% +33.0 +4.5% $329.91 +12.3%
84 WELL WELLTOWER INC Real Estate 1,067.0 $242K 0.00% +41.0 +4.0% $226.99 +5.7%
85 GILD GILEAD SCIENCES INC Healthcare 1,905.0 $241K 0.00% +124.0 +7.0% $126.37 +16.1%
86 SHOP SHOPIFY INC CL A Technology 2,001.0 $228K 0.00% +230.0 +13.0% $114.18 +31.2%
Page 5 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%