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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 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SYF SYNCHRONY FINANCIAL Financial Services 7,911.0 $602K 0.01% -3K -25.9% $76.05 +5.2%
102 PFE PFIZER INC Healthcare 24,170.0 $582K 0.01% -11K -32.2% $24.08 +16.2%
103 KKR KKR & CO INC 6,321.0 $580K 0.01% -160.0 -2.5% $91.78
104 MCD MCDONALDS CORP Consumer Cyclical 2,054.0 $555K 0.01% -137.0 -6.2% $270.35 +0.8%
105 CI THE CIGNA GROUP Healthcare 1,905.0 $525K 0.01% -31.0 -1.6% $275.68 +1.7%
106 ED CONSOLIDATED EDISON INC Utilities 4,636.0 $513K 0.01% -209.0 -4.3% $110.62 -2.6%
107 BABA ALIBABA GROUP HOLDING LTD SPON Consumer Cyclical 5,281.0 $507K 0.01% -1K -16.5% $95.99 +23.4%
108 EPD ENTERPRISE PRODUCTS PARTNERS L 13,442.0 $494K 0.01% -600.0 -4.3% $36.76
109 HUBB HUBBELL INC Industrials 910.0 $476K 0.01% -15.0 -1.6% $523.20 -10.8%
110 TSM TAIWAN SEMICONDUCTOR MFG LTD S Technology 960.0 $459K 0.01% -62.0 -6.1% $477.81 -14.2%
111 BLK BLACKROCK INC Financial Services 409.0 $393K 0.01% -21.0 -4.9% $961.56 +21.9%
112 F FORD MOTOR CO Consumer Cyclical 25,785.0 $358K 0.01% -278K -91.5% $13.90 +0.2%
113 KMB KIMBERLY CLARK CORP Consumer Defensive 3,195.0 $351K 0.01% -200.0 -5.9% $109.77 +1.5%
114 PSX PHILLIPS 66 Energy 1,940.0 $328K 0.00% -508.0 -20.8% $169.05 +43.1%
115 BK BANK NEW YORK MELLON CORP Financial Services 2,199.0 $318K 0.00% -27.0 -1.2% $144.61 -0.6%
116 COP CONOCOPHILLIPS Energy 2,943.0 $306K 0.00% -216.0 -6.8% $103.96 +28.3%
117 DPZ DOMINOS PIZZA INC Consumer Cyclical 949.0 $281K 0.00% -705.0 -42.6% $296.04 +17.9%
118 LHX L3HARRIS TECHNOLOGIES INC Industrials 963.0 $280K 0.00% -41.0 -4.1% $290.59 -9.6%
119 CARR CARRIER GLOBAL CORP Industrials 3,810.0 $279K 0.00% -96.0 -2.5% $73.35 -18.2%
120 ULTA ULTA BEAUTY INC Consumer Cyclical 601.0 $271K 0.00% -280.0 -31.8% $450.98 +19.5%
Page 6 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%