Douglas Lane & Associates, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 6,934,754
- Description
- New York New York based planning integrated investment advisor with an independent advisory structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for private client and family mandates. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through multi horizon portfolio review and implementation consistency.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 241 | 6,934,754 | 13F-HR | Douglas Lane & Associates, LLC |
| Q4 2025 | 1/22/2026 | 240 | 7,285,950 | 13F-HR | Douglas Lane & Associates, LLC |
| Q3 2025 | 10/10/2025 | 240 | 7,177,184 | 13F-HR | Douglas Lane & Associates, LLC |
| Q2 2025 | 7/7/2025 | 238 | 6,899,958 | 13F-HR | Douglas Lane & Associates, LLC |
| Q1 2025 | 4/9/2025 | 236 | 6,785,926 | 13F-HR | Douglas Lane & Associates, LLC |
| Q4 2024 | 1/8/2025 | 234 | 7,091,069 | 13F-HR | Douglas Lane & Associates, LLC |
| Q3 2024 | 10/10/2024 | 238 | 7,275,751 | 13F-HR | Douglas Lane & Associates, LLC |
| Q2 2024 | 7/8/2024 | 234 | 7,040,443 | 13F-HR | Douglas Lane & Associates, LLC |
| Q1 2024 | 4/11/2024 | 243 | 7,077,014 | 13F-HR | Douglas Lane & Associates, LLC |
| Q4 2023 | 1/17/2024 | 248 | 6,490,954 | 13F-HR | Douglas Lane & Associates, LLC |
| Q3 2023 | 10/16/2023 | 238 | 5,958,810 | 13F-HR | Douglas Lane & Associates, LLC |
| Q2 2023 | 7/19/2023 | 239 | 6,192,447 | 13F-HR | Douglas Lane & Associates, LLC |
| Q1 2023 | 4/17/2023 | 230 | 6,012,804 | 13F-HR | Douglas Lane & Associates, LLC |
| Q4 2022 | 2/14/2023 | 229 | 5,982,846 | 13F-HR/A - RESTATEMENT | Douglas Lane & Associates, LLC |
| Q4 2022 | 1/17/2023 | 230 | 6,001,978 | 13F-HR | Douglas Lane & Associates, LLC |
| Q3 2022 | 10/14/2022 | 216 | 5,411,931 | 13F-HR | Douglas Lane & Associates, LLC |
| Q2 2022 | 7/18/2022 | 220 | 5,889,299 | 13F-HR | Douglas Lane & Associates, LLC |
| Q1 2022 | 4/25/2022 | 227 | 7,082,642 | 13F-HR | Douglas Lane & Associates, LLC |
| Q4 2021 | 1/25/2022 | 235 | 7,516,892 | 13F-HR | Douglas Lane & Associates, LLC |
| Q3 2021 | 10/21/2021 | 229 | 6,986,893 | 13F-HR | Douglas Lane & Associates, LLC |
| Q2 2021 | 7/19/2021 | 234 | 7,131,569 | 13F-HR | Douglas Lane & Associates, LLC |
| Q1 2021 | 4/19/2021 | 220 | 6,452,508 | 13F-HR | Douglas Lane & Associates, LLC |
| Q4 2020 | 1/14/2021 | 216 | 5,970,704 | 13F-HR | Douglas Lane & Associates, LLC |
| Q3 2020 | 10/19/2020 | 208 | 5,051,167 | 13F-HR | Douglas Lane & Associates, LLC |
| Q2 2020 | 7/28/2020 | 207 | 4,657,175 | 13F-HR | Douglas Lane & Associates, LLC |
| Q1 2020 | 4/20/2020 | 200 | 3,801,848 | 13F-HR | Douglas Lane & Associates, LLC |
| Q4 2019 | 1/27/2020 | 212 | 5,377,064 | 13F-HR | Douglas Lane & Associates, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.935 M | 100.0% | 0 | 350.1 K | -350.1 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
6,934,754
Holdings
241
QoQ value change ($000)
-351,196
(-4.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.