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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
Q2 2026 Q1 2026 · All 7 New 66 Added 124 Reduced
Page 12 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PEG PUBLIC SERVICES ENTERPRISE GRO Utilities 3,040.0 $246K 0.00% +476.0 +18.6% $80.96 -9.4%
222 DSGR DISTRIBUTION SOLUTIONS GRP INC Industrials 9,350.0 $245K 0.00% -1K -9.7% $26.24 +32.9%
223 STRL STERLING INFRASTRUCTURE INC Industrials 600.0 $244K 0.00% -1K -62.5% $407.27 +23.5%
224 TSLA TESLA INC Consumer Cyclical 640.0 $238K 0.00% -110.0 -14.7% $371.75 -5.4%
225 MO ALTRIA GROUP INC Consumer Defensive 3,501.0 $231K 0.00% -180.0 -4.9% $65.98 +3.0%
226 MCK MCKESSON CORP Healthcare 258.0 $224K 0.00% NEW $866.53 +1.1%
227 CAH CARDINAL HEALTH INC Healthcare 1,050.0 $222K 0.00% $211.31 +10.4%
228 CARR CARRIER GLOBAL CORP Industrials 3,906.0 $220K 0.00% $56.31 +6.4%
229 PNC PNC FINANCIAL SERVICES GROUP I Financial Services 1,054.0 $219K 0.00% NEW $208.16 +16.9%
230 ROIV ROIVANT SCIENCES LTD SHS Healthcare 7,886.0 $218K 0.00% NEW $27.70 +33.4%
231 GLW CORNING INC Technology 1,600.0 $218K 0.00% NEW $135.97 +9.3%
232 PAYX PAYCHEX INC Industrials 2,358.0 $217K 0.00% -173.0 -6.8% $92.12 +36.3%
233 TRV TRAVELERS COMPANIES INC Financial Services 728.0 $212K 0.00% $291.48 +26.1%
234 SHOP SHOPIFY INC CL A Technology 1,771.0 $210K 0.00% $118.62 +29.7%
235 CEG CONSTELLATION ENERGY CORP Utilities 749.0 $209K 0.00% +44.0 +6.2% $279.25 -1.9%
236 AMD ADVANCED MICRO DEVICES Technology 1,006.0 $205K 0.00% -100.0 -9.0% $203.43 +133.1%
237 WELL WELLTOWER INC Real Estate 1,026.0 $203K 0.00% NEW $197.73 +21.5%
238 BDX BECTON DICKINSON & CO Healthcare 1,284.0 $202K 0.00% +20.0 +1.6% $157.23 +19.2%
239 PLUG PLUG POWER INC Industrials 10,000.0 $23K $2.26 -1.3%
240 HARTCOURT COMPANIES INC NEW 10,000.0
Page 12 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 16.8%
Financial Services 16.3%
Technology 15.2%
Industrials 13.9%
Basic Materials 8.8%
Consumer Defensive 7.3%
Energy 5.9%
Real Estate 5.1%
Communication Services 4.9%
Consumer Cyclical 4.9%