Douglas Lane & Associates, LLC
SEC Form 13F institutional filer · CIK 0001672594
13F-HR · 187 reported holdings · 2026-03-31
Investment management firm.
Reported long-US-equity value
$5.59B
Top-10 concentration
27.7%
Douglas Lane & Associates, LLC — $5.59B AUM allocation strategy
Douglas Lane & Associates, LLC files SEC Form 13F and reports $5.59B of long US equity value across 187 reported holdings for 2026-03-31.
Its largest sector bet is Financials 10.4%, followed by Information Technology 9.3% and Health Care 6.6%.
The top 10 holdings account for 28% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Douglas Lane & Associates, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$5.59B
total across 187 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
28% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NKE +235K sh · +$9.96M+$DOC +163K sh · +$3.66M+$MDLZ +128K sh · +$7.43M
Biggest trims (shares)
−$AES −538K sh · −$8.47M−$PYPL −181K sh · −$15.6M−$KIM −113K sh · −$86.1K
Exited to nil (held last quarter, gone now)
$CTSH ($246K last qtr)$MKC ($220K last qtr)$UPS ($204K last qtr)$OTIS ($202K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors7.1%—
- Pharmaceuticals4.6%—
- Interactive Media & Services4.1%—
- Aerospace & Defense3.7%—
- Transaction & Payment Processing Services3.4%—
- Diversified Banks3.2%—
- Investment Banking & Brokerage2.3%—
- Systems Software2.3%—
- Other holdings69.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 1.54M | $269M | -36.7K | 4.8% |
| $GOOGL | Alphabet Inc | 791K | $227M | -36.8K | 4.1% |
| $JPM | JP Morgan Chase & Co | 597K | $175M | -11K | 3.1% |
| $JNJ | Johnson & Johnson | 673K | $164M | -7.52K | 2.9% |
| $MS | Morgan Stanley | 782K | $129M | -19K | 2.3% |
| $MSFT | Microsoft Corporation | 345K | $128M | -756 | 2.3% |
| $QCOM | QUALCOMM Incorporated | 977K | $126M | -607 | 2.3% |
| $GE | GE Aerospace | 389K | $110M | -17K | 2.0% |
| $EQIX | Equinix Inc. Common Stock REIT | 111K | $109M | -955 | 1.9% |
| $AMZN | Amazon.com Inc | 520K | $108M | +12.6K | 1.9% |
…and 177 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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