Douglas Lane & Associates, LLC
•CIK: 1672594•Filing: Q4 2025
Douglas Lane & Associates, LLC, managed by Douglas Lane, known for a concentrated, high-conviction strategy, currently holds $7.3 billion in assets with a focus on technology and financials, notably NVDA and GOOG. Recent portfolio adjustments include significant cuts in FGCO and F, while notable additions of NKE and VRSK highlight a shift towards consumer discretionary and healthcare sectors.
Total AUM
$7.3B
QoQ Performance
+1.5%
Positions
238
Top 10 Concentration
23.9%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA4.0%
GOOG3.6%
JPM2.7%
QCOM2.3%
MSFT2.3%
DWD2.0%
JNJ1.9%
TMO1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.6%
Technology17.9%
Financial8.6%
Healthcare8.0%
Industrial3.6%
Consumer3.1%
Materials2.9%
Real Estate2.7%
🚪 Exited Positionssold since Q3 2025
+39 more exited positions
Changes from Q3 2025
NEW7 new positions
↑57 increased
↓123 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023