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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 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VSNT VERSANT MEDIA GROUP INC Industrials 113,186.0 $4.1M 0.06% -5K -4.2% $36.01 +9.2%
82 COST COSTCO WHOLESALE CORP NEW Consumer Defensive 4,053.0 $3.8M 0.05% -158.0 -3.8% $935.56 +3.8%
83 ITW ILLINOIS TOOL WORKS INC Industrials 13,577.0 $3.7M 0.05% -2K -12.0% $270.47 +5.0%
84 GM GENERAL MOTORS CO Consumer Cyclical 44,024.0 $3.4M 0.05% -455K -91.2% $77.08 +12.8%
85 PRU PRUDENTIAL FINANCIAL INC Financial Services 30,944.0 $3.3M 0.04% -8K -20.4% $107.93 +13.7%
86 ACN ACCENTURE PLC IRELAND SHS CLAS Technology 23,354.0 $2.9M 0.04% -937.0 -3.9% $124.44 +49.9%
87 WMT WALMART INC Consumer Defensive 24,870.0 $2.8M 0.04% -1K -5.5% $113.26 -6.0%
88 EIX EDISON INTERNATIONAL Utilities 36,233.0 $2.7M 0.04% -32K -47.0% $74.45 -0.6%
89 OGN ORGANON & CO Healthcare 180,663.0 $2.4M 0.03% -342K -65.4% $13.54 +1.6%
90 FDX FEDEX CORP Industrials 7,763.0 $2.4M 0.03% -40.0 -0.5% $313.13 +6.7%
91 NYT NEW YORK TIMES CO CL A Communication Services 32,409.0 $2.3M 0.03% -7K -16.8% $69.98 -3.6%
92 SBUX STARBUCKS CORP Consumer Cyclical 14,220.0 $1.5M 0.02% -138.0 -1.0% $102.19 +5.2%
93 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 8,656.0 $1.2M 0.02% -555.0 -6.0% $139.08 -1.1%
94 EMR EMERSON ELECTRIC CO Industrials 7,724.0 $1.1M 0.01% -116.0 -1.5% $143.15 +10.1%
95 SOLSTICE ADVANCED MATLS INC 9,743.0 $863K 0.01% -1K -12.5% $88.60
96 INTC INTEL CORP Technology 5,541.0 $774K 0.01% -95.0 -1.7% $139.62 -37.5%
97 RBLX ROBLOX CORP CL A Technology 12,761.0 $694K 0.01% -685.0 -5.1% $54.38 -28.7%
98 T AT&T INC Communication Services 30,964.0 $641K 0.01% -3K -8.1% $20.70 +24.1%
99 ADP AUTOMATIC DATA PROCESSING INC Industrials 2,833.0 $634K 0.01% -990.0 -25.9% $223.95 +26.4%
100 ADBE ADOBE INC Technology 2,966.0 $608K 0.01% -44.0 -1.5% $205.02 +34.8%
Page 5 of 7  ·  123 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%