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Portfolio (Quarterly) Guide ↗

Douglas Lane & Associates, LLC

· CIK 0001672594
13F Portfolio $6.9B AUM 241 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 66 Added 124 Reduced 6 Exited
Page 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BR BROADRIDGE FINANCIAL SOLUTIONS Technology 61,307.0 $10.0M 0.14% +3K +4.8% $162.48 -7.7%
42 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 147,353.0 $8.5M 0.12% +128K +644.0% $57.64 +6.7%
43 SWK STANLEY BLACK & DECKER INC Industrials 112,302.0 $8.0M 0.12% +5K +5.1% $71.06 +5.5%
44 HNI HNI CORP Industrials 142,386.0 $4.8M 0.07% +2K +1.1% $33.39 -7.5%
45 AMGN AMGEN INC Healthcare 13,192.0 $4.6M 0.07% +156.0 +1.2% $351.86 -4.1%
46 OGN ORGANON & CO Healthcare 522,642.0 $3.1M 0.04% +37K +7.6% $5.99 +124.0%
47 AVGO BROADCOM INC Technology 3,377.0 $1.0M 0.01% +138.0 +4.3% $309.55 +33.9%
48 SPGI S&P GLOBAL INC Financial Services 1,952.0 $830K 0.01% +385.0 +24.6% $425.30 -1.9%
49 ADP AUTOMATIC DATA PROCESSING INC Industrials 3,823.0 $777K 0.01% +35.0 +0.9% $203.18 +8.3%
50 MCD MCDONALDS CORP Consumer Cyclical 2,191.0 $681K 0.01% +502.0 +29.7% $310.84 -8.6%
51 VZ VERIZON COMMUNICATIONS INC Communication Services 13,482.0 $677K 0.01% +613.0 +4.8% $50.20 -4.7%
52 NFLX NETFLIX INC Communication Services 5,167.0 $497K 0.01% +350.0 +7.3% $96.15 -7.1%
53 PSX PHILLIPS 66 Energy 2,448.0 $446K 0.01% +158.0 +6.9% $182.18 -1.6%
54 LIN LINDE PLC SHS Basic Materials 871.0 $432K 0.01% +73.0 +9.2% $495.50 +3.8%
55 BLK BLACKROCK INC Financial Services 430.0 $414K 0.01% +29.0 +7.2% $961.71 +10.6%
56 AEP AMERICAN ELECTRIC POWER CO INC Utilities 2,839.0 $372K 0.01% +37.0 +1.3% $131.07 -1.1%
57 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,004.0 $347K 0.01% +67.0 +7.2% $345.15 -11.2%
58 GD GENERAL DYNAMICS CORP Industrials 982.0 $337K 0.01% +51.0 +5.5% $343.31 -1.3%
59 KMB KIMBERLY CLARK CORP Consumer Defensive 3,395.0 $328K 0.01% +465.0 +15.9% $96.47 +2.3%
60 SYK STRYKER CORP Healthcare 945.0 $311K 0.00% +28.0 +3.0% $328.59 -2.2%
Page 3 of 4  ·  66 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 16.2%
Financial Services 15.7%
Technology 14.7%
Industrials 13.5%
Basic Materials 8.5%
Communication Services 8.2%
Consumer Defensive 7.1%
Energy 5.7%
Real Estate 4.9%
Consumer Cyclical 4.7%