DOSSIER · 13F-HR · Q1 2026
Douglas Lane & Associates, LLC
Douglas Lane & Associates's pension fund based in Greenwich, CT — $6.9B in tracked AUM across 241 positions as of Q1 2026.
DL
Douglas Lane & Associates·Greenwich, CT·Pension Fund
CIK 0001672594 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Douglas Lane & Associates, LLC reported a substantial expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 122.7%, rising from $3.27 billion to $7.28 billion. This dramatic increase suggests significant net capital inflows into the fund rather than merely market appreciation, as the broad market would need to have more than doubled to explain this growth solely through performance.
The portfolio re...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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