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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	MARSH & MCLENNAN COS INC	—	6,010	$1.1M	0.01%	SOLD
2	CTSH	COGNIZANT TECHNOLOGY SOLUTIONS	Technology	2,969	$246K	0.00%	SOLD
3	MKC	MCCORMICK & CO INC	Consumer Defensive	3,231	$220K	0.00%	SOLD
4	BIPC	BROOKFIELD INFRASTRUCTURE CORP	Utilities	4,800	$218K	0.00%	SOLD
5	UPS	UNITED PARCEL SERVICE INC CL B	Industrials	2,054	$204K	0.00%	SOLD
6	OTIS	OTIS WORLDWIDE CORP	Industrials	2,308	$202K	0.00%	SOLD

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%