Douglas Lane & Associates, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
241
Total value ($000)
$6,934,754
Net value change ($000)
-351,196 (-4.8%)
New positions
7
Sold out positions
5
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
MRNA 28,538 74.9%
CVX 25,145 33.5%
JNJ 23,662 16.8%
EQIX 23,047 26.9%
XOM 21,278 37.3%
APD 17,259 20.7%
EOG 16,450 33.1%
SLB 14,109 28.7%
XPO 12,655 36.2%
HSY 11,685 16.5%
Top Reduces (Value $000, Stocks/ETFs)
QCOM -41,394 -24.8%
MSFT -39,497 -23.6%
GOOGL -32,844 -12.6%
GDDY -27,013 -32.4%
NVDA -25,506 -8.7%
BX -25,465 -26.8%
AXP -24,729 -22.1%
JPM -20,293 -10.4%
ORCL -19,651 -28.6%
TMO -19,060 -15.1%
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