13F Insight
DOSSIER · 13F-HR · Q2 2026

Douglas Lane & Associates, LLC

$7.4B in tracked AUM across 250 positions as of Q2 2026.

DL
CIK 0001672594 · last filed Jun 30, 2026
Total AUM
$7.4B
as of Q2 2026
Holdings
250
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 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...

Key Holdings

The portfolio is currently anchored by NVIDIA Corp (NVDA), which remains the largest holding at $294.52 million, representing 4.04% of the portfolio despite a reduction in shares. This is followed closely by Alphabet Inc. Class C (GOOG) at $259.66 million (3.56%). The top five positions are rounded out by JPMorgan Chase (JPM), Qualcomm (QCOM), and Microsoft (MSFT), ranging between 2.3% and 2.7% of the portfolio.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORP
$301M1.5M4.1%02
GOOG
ALPHABET INC CAP STK CL C
$271M767K3.7%03
JPM
JPMORGAN CHASE & CO
$190M581K2.6%04
JNJ
JOHNSON & JOHNSON
$169M664K2.3%05
QCOM
QUALCOMM INC
$155M841K2.1%06
MS
MORGAN STANLEY NEW
$153M731K2.1%07
DAL
DELTA AIR LINES INC NEW
$144M1.5M2.0%08
GE
GE AEROSPACE NEW
$130M347K1.8%09
MSFT
MICROSOFT CORP
$128M342K1.7%10
AMZN
AMAZON.COM INC
$127M531K1.7%

Filing history

2026Q2Jun 30
$7.4B▲ 6.3%
250 positionsView →2026Q1Mar 31
$6.9B▼ 4.8%
241 positionsView →2025Q4Dec 31
$7.3B▲ 2.2%
239 positionsView →2025Q3Sep 30
$7.1B▲ 3.3%
239 positionsView →2025Q2Jun 30
$6.9B▲ 1.7%
238 positionsLocked2025Q1Mar 31
$6.8B▼ 4.3%
236 positionsLocked2024Q4Dec 31
$7.1B▼ 2.5%
234 positionsLocked2024Q3Sep 30
$7.3B▲ 3.3%
238 positionsLocked2024Q2Jun 30
$7.0B▲ 1.4%
234 positionsLocked2024Q1Mar 31
$6.9B▲ 7.0%
242 positionsLocked2023Q4Dec 31
$6.5B▲ 8.9%
248 positionsLocked2023Q3Sep 30
$6.0B▼ 3.8%
238 positionsLocked
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