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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 10 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SYF SYNCHRONY FINANCIAL Financial Services 7,911.0 $602K 0.01% -3K -25.9% $76.05 +5.9%
182 NFLX NETFLIX INC Communication Services 8,187.0 $585K 0.01% +3K +58.5% $71.40 +14.9%
183 PFE PFIZER INC Healthcare 24,170.0 $582K 0.01% -11K -32.2% $24.08 +18.1%
184 KKR KKR & CO INC 6,321.0 $580K 0.01% -160.0 -2.5% $91.78
185 MCD MCDONALDS CORP Consumer Cyclical 2,054.0 $555K 0.01% -137.0 -6.2% $270.35 -0.5%
186 FEDEX FGHT HLDG CO INC 3,612.0 $545K 0.01% NEW $151.00
187 GLW CORNING INC Technology 2,090.0 $534K 0.01% +490.0 +30.6% $255.43 -42.7%
188 CI THE CIGNA GROUP Healthcare 1,905.0 $525K 0.01% -31.0 -1.6% $275.68 +0.8%
189 BROOKFIELD RENEWABLE CORP 13,880.0 $515K 0.01% $37.12
190 ED CONSOLIDATED EDISON INC Utilities 4,636.0 $513K 0.01% -209.0 -4.3% $110.62 -2.6%
191 BABA ALIBABA GROUP HOLDING LTD SPON Consumer Cyclical 5,281.0 $507K 0.01% -1K -16.5% $95.99 +24.0%
192 STRL STERLING INFRASTRUCTURE INC Industrials 600.0 $504K 0.01% $839.36 -42.6%
193 HCA HCA HEALTHCARE INC Healthcare 1,283.0 $500K 0.01% $389.89 +9.9%
194 WAB WABTEC CORP Industrials 1,850.0 $499K 0.01% $269.60 +9.8%
195 EPD ENTERPRISE PRODUCTS PARTNERS L 13,442.0 $494K 0.01% -600.0 -4.3% $36.76
196 HUBB HUBBELL INC Industrials 910.0 $476K 0.01% -15.0 -1.6% $523.20 -11.0%
197 CTVA CORTEVA INC Basic Materials 5,533.0 $469K 0.01% +482.0 +9.5% $84.69 -1.2%
198 CMI CUMMINS INC Industrials 657.0 $469K 0.01% +82.0 +14.3% $713.21 -19.6%
199 LIN LINDE PLC SHS Basic Materials 890.0 $462K 0.01% +19.0 +2.2% $518.67 -6.2%
200 AEP AMERICAN ELECTRIC POWER CO INC Utilities 3,354.0 $459K 0.01% +515.0 +18.1% $136.81 -10.0%
Page 10 of 13  ·  250 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%