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Portfolio (Quarterly) Guide ↗

Douglas Lane & Associates, LLC

· CIK 0001672594
13F Portfolio $7.3B AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 240 New
Page 10 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EPD ENTERPRISE PRODUCTS PARTNERS L Energy 15,382.0 $493K 0.01% NEW $32.06 +23.1%
182 LRCX LAM RESEARCH CORP Technology 2,866.0 $491K 0.01% NEW $171.19 +76.6%
183 STRL STERLING INFRASTRUCTURE INC Industrials 1,600.0 $490K 0.01% NEW $306.23 +145.6%
184 DUK DUKE ENERGY CORP NEW Utilities 4,174.0 $489K 0.01% NEW $117.21 +6.4%
185 MCHP MICROCHIP TECHNOLOGY INC Technology 7,097.0 $452K 0.01% NEW $63.72 +43.0%
186 NFLX NETFLIX INC Communication Services 4,817.0 $452K 0.01% NEW $93.76 -4.8%
187 BLK BLACKROCK INC Financial Services 401.0 $429K 0.01% NEW $1070.34 -0.6%
188 WMB WILLIAMS COS INC Energy 6,962.0 $418K 0.01% NEW $60.11 +29.6%
189 CWEN CLEARWAY ENERGY INC CL C Utilities 12,500.0 $416K 0.01% NEW $33.26 +14.7%
190 AZO AUTOZONE INC Consumer Cyclical 122.0 $414K 0.01% NEW $3391.50 +1.4%
191 HUBB HUBBELL INC Industrials 925.0 $411K 0.01% NEW $444.11 +3.8%
192 WAB WABTEC CORP Industrials 1,850.0 $395K 0.01% NEW $213.45 +21.4%
193 MMM 3M CO Industrials 2,336.0 $374K 0.01% NEW $160.10 -5.3%
194 UNILEVER PLC SPON ADR NEW 5,579.0 $365K 0.01% NEW $65.40
195 CTVA CORTEVA INC Basic Materials 5,330.0 $357K 0.01% NEW $67.03 +17.9%
196 LIN LINDE PLC SHS Basic Materials 798.0 $340K 0.01% NEW $426.14 +20.7%
197 TSLA TESLA INC Consumer Cyclical 750.0 $337K 0.01% NEW $449.72 -7.2%
198 VLTO VERALTO CORP Industrials 3,286.0 $328K 0.01% NEW $99.78 -13.6%
199 AEP AMERICAN ELECTRIC POWER CO INC Utilities 2,802.0 $323K 0.00% NEW $115.31 +12.4%
200 SYK STRYKER CORP Healthcare 917.0 $322K 0.00% NEW $351.47 -8.5%
Page 10 of 12  ·  240 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
Technology 17.6%
Financial Services 17.1%
Healthcare 15.2%
Industrials 13.2%
Communication Services 8.7%
Basic Materials 7.7%
Consumer Defensive 6.4%
Consumer Cyclical 4.7%
Real Estate 4.5%
Energy 4.0%