Douglas Lane & Associates, LLC

Q2 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2025
Date filed
7/7/2025
Form type
13F-HR
Num holdings
238
Total value ($000)
$6,899,958
Net value change ($000)
+114,032 (1.7%)
New positions
10
Sold out positions
8
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2025 Next filing: 10/10/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 72,293 34.3%
ORCL 39,361 50.9%
MSFT 33,394 22.8%
AMZN 31,802 65.1%
JPM 20,047 10.9%
META 17,344 27.4%
GE 16,767 14.6%
MS 15,406 13.9%
CRM 15,084 37.8%
INTU 14,437 69.0%
Top Reduces (Value $000, Stocks/ETFs)
BMY -29,203 -28.7%
UNH -20,794 -46.3%
CHTR -17,404 -23.1%
CVX -13,804 -16.7%
TMO -12,248 -13.1%
NSRGY -12,129 -12.2%
SLB -11,502 -18.8%
ZBH -11,211 -23.4%
GJB -10,604 -39.8%
RXO -9,800 -14.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type