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Portfolio (Quarterly) Guide ↗

Douglas Lane & Associates, LLC

· CIK 0001672594
13F Portfolio $6.9B AUM 241 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 66 Added 124 Reduced 6 Exited
Page 11 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MMM 3M CO Industrials 2,336.0 $339K 0.01% $145.23 +4.4%
202 GD GENERAL DYNAMICS CORP Industrials 982.0 $337K 0.01% +51.0 +5.5% $343.31 -1.3%
203 KMI KINDER MORGAN INC Energy 10,038.0 $337K 0.01% -500.0 -4.7% $33.53 -0.1%
204 KMB KIMBERLY CLARK CORP Consumer Defensive 3,395.0 $328K 0.01% +465.0 +15.9% $96.47 +2.3%
205 UNILEVER PLC SPON ADR NEW 5,535.0 $315K 0.01% -44.0 -0.8% $56.97
206 DE DEERE & CO Industrials 552.0 $311K 0.00% $562.80 -5.6%
207 NSC NORFOLK SOUTHERN CORP Industrials 1,082.0 $311K 0.00% $287.00 +8.5%
208 SYK STRYKER CORP Healthcare 945.0 $311K 0.00% +28.0 +3.0% $328.59 -2.2%
209 CMI CUMMINS INC Industrials 575.0 $309K 0.00% $538.02 +18.7%
210 TT TRANE TECHNOLOGIES PLC SHS Industrials 729.0 $304K 0.00% -30.0 -4.0% $416.74 +8.4%
211 AKAM AKAMAI TECHNOLOGIES INC Technology 2,600.0 $299K 0.00% $114.85 +27.3%
212 PLD PROLOGIS INC Real Estate 2,161.0 $286K 0.00% -115.0 -5.0% $132.18 +9.5%
213 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,073.0 $280K 0.00% $135.23 +0.6%
214 TXN TEXAS INSTRUMENTS INC Technology 1,418.0 $275K 0.00% +85.0 +6.4% $194.14 +57.0%
215 KLAC KLA CORP Technology 187.0 $275K 0.00% -75.0 -28.6% $1470.75 +25.3%
216 ETN EATON CORP PLC SHS Industrials 742.0 $265K 0.00% -75.0 -9.2% $357.67 +6.7%
217 BK BANK NEW YORK MELLON CORP Financial Services 2,226.0 $264K 0.00% -34.0 -1.5% $118.63 +17.2%
218 VLTO VERALTO CORP Industrials 2,959.0 $262K 0.00% -327.0 -9.9% $88.42 -2.5%
219 INTC INTEL CORP Technology 5,636.0 $249K 0.00% +129.0 +2.3% $44.13 +168.5%
220 GILD GILEAD SCIENCES INC Healthcare 1,781.0 $248K 0.00% +66.0 +3.9% $139.40 -6.4%
Page 11 of 13  ·  241 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
Healthcare 16.2%
Financial Services 15.7%
Technology 14.7%
Industrials 13.5%
Basic Materials 8.5%
Communication Services 8.2%
Consumer Defensive 7.1%
Energy 5.7%
Real Estate 4.9%
Consumer Cyclical 4.7%