Douglas Lane & Associates, LLC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
240
Total value ($000)
$7,285,950
Net value change ($000)
+108,766 (1.5%)
New positions
14
Sold out positions
14
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/10/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SLB 49,134 NEW
GOOGL 47,543 22.4%
AA 24,571 57.8%
SNPS 22,475 5428.7%
TMO 21,462 20.5%
IT 19,062 60.5%
FCX 18,005 29.9%
VRSK 17,749 242.9%
JNJ 17,029 13.8%
DHR 16,386 19.6%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -46,652 -40.4%
LW -23,454 -31.6%
DOC -19,109 -29.8%
F -18,827 -78.8%
NVDA -17,944 -5.7%
MSFT -17,610 -9.5%
RXO -16,398 -27.6%
PYPL -14,800 -30.8%
GE -12,858 -9.3%
BX -12,567 -11.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type