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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 7 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VLTO VERALTO CORP Industrials 2,817.0 $250K 0.00% -142.0 -4.8% $88.68 +12.1%
122 PAYX PAYCHEX INC Industrials 2,331.0 $229K 0.00% -27.0 -1.1% $98.33 +28.2%
123 MO ALTRIA GROUP INC Consumer Defensive 3,176.0 $228K 0.00% -325.0 -9.3% $71.94 -4.8%
Page 7 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%