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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 9 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MRSH MARSH Financial Services 6,047.0 $1.0M 0.01% $166.67 +16.8%
162 GS GOLDMAN SACHS GROUP INC Financial Services 975.0 $986K 0.01% +13.0 +1.4% $1011.78 +2.4%
163 SOLSTICE ADVANCED MATLS INC 9,743.0 $863K 0.01% -1K -12.5% $88.60
164 UNP UNION PACIFIC CORP Industrials 2,864.0 $779K 0.01% +278.0 +10.8% $272.00 +13.9%
165 PM PHILIP MORRIS INTERNATIONAL IN Consumer Defensive 4,285.0 $775K 0.01% +431.0 +11.2% $180.90 +5.8%
166 INTC INTEL CORP Technology 5,541.0 $774K 0.01% -95.0 -1.7% $139.62 -37.5%
167 NEE NEXTERA ENERGY INC Utilities 8,436.0 $740K 0.01% +582.0 +7.4% $87.77 -4.2%
168 DUK DUKE ENERGY CORP NEW Utilities 5,820.0 $737K 0.01% +2K +42.7% $126.58 -3.6%
169 RBLX ROBLOX CORP CL A Technology 12,761.0 $694K 0.01% -685.0 -5.1% $54.38 -28.7%
170 WM WASTE MANAGEMENT INC Industrials 3,082.0 $687K 0.01% +425.0 +16.0% $222.91 +1.6%
171 LUV SOUTHWEST AIRLINES CO Industrials 13,158.0 $677K 0.01% $51.42 -20.8%
172 MCHP MICROCHIP TECHNOLOGY INC Technology 7,097.0 $647K 0.01% $91.20 -18.6%
173 T AT&T INC Communication Services 30,964.0 $641K 0.01% -3K -8.1% $20.70 +24.1%
174 ADP AUTOMATIC DATA PROCESSING INC Industrials 2,833.0 $634K 0.01% -990.0 -25.9% $223.95 +26.4%
175 WMB WILLIAMS COS INC Energy 8,479.0 $630K 0.01% +2K +22.1% $74.34 -4.5%
176 WFC WELLS FARGO CO NEW Financial Services 7,570.0 $626K 0.01% +447.0 +6.3% $82.65 +2.5%
177 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 14,472.0 $616K 0.01% $42.59 -1.5%
178 KLAC KLA CORP Technology 2,018.0 $609K 0.01% +2K +979.1% $301.70 -39.8%
179 ADBE ADOBE INC Technology 2,966.0 $608K 0.01% -44.0 -1.5% $205.02 +34.8%
180 VZ VERIZON COMMUNICATIONS INC Communication Services 14,271.0 $604K 0.01% +789.0 +5.8% $42.34 +18.4%
Page 9 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%