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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 12 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CEG CONSTELLATION ENERGY CORP Utilities 705.0 $249K 0.00% NEW $353.27 -19.1%
222 CTSH COGNIZANT TECHNOLOGY SOLUTIONS Technology 2,969.0 $246K 0.00% NEW $83.00 -37.0%
223 BDX BECTON DICKINSON & CO Healthcare 1,264.0 $245K 0.00% NEW $194.07 -24.6%
224 AMD ADVANCED MICRO DEVICES Technology 1,106.0 $237K 0.00% NEW $214.16 +109.9%
225 TXN TEXAS INSTRUMENTS INC Technology 1,333.0 $231K 0.00% NEW $173.49 +75.7%
226 AKAM AKAMAI TECHNOLOGIES INC Technology 2,600.0 $227K 0.00% NEW $87.25 +67.6%
227 MKC MCCORMICK & CO INC Consumer Defensive 3,231.0 $220K 0.00% NEW $68.11 -31.1%
228 BIPC BROOKFIELD INFRASTRUCTURE CORP Utilities 4,800.0 $218K 0.00% NEW $45.40 -7.2%
229 CAH CARDINAL HEALTH INC Healthcare 1,050.0 $216K 0.00% NEW $205.50 -2.4%
230 MO ALTRIA GROUP INC Consumer Defensive 3,681.0 $212K 0.00% NEW $57.66 +27.8%
231 TRV TRAVELERS COMPANIES INC Financial Services 728.0 $211K 0.00% NEW $289.87 +5.9%
232 GILD GILEAD SCIENCES INC Healthcare 1,715.0 $211K 0.00% NEW $122.77 +6.3%
233 CARR CARRIER GLOBAL CORP Industrials 3,906.0 $206K 0.00% NEW $52.84 +17.7%
234 PEG PUBLIC SERVICES ENTERPRISE GRO Utilities 2,564.0 $206K 0.00% NEW $80.31 -2.3%
235 UPS UNITED PARCEL SERVICE INC CL B Industrials 2,054.0 $204K 0.00% NEW $99.19 -0.3%
236 INTC INTEL CORP Technology 5,507.0 $203K 0.00% NEW $36.90 +221.2%
237 OTIS OTIS WORLDWIDE CORP Industrials 2,308.0 $202K 0.00% NEW $87.35 -18.0%
238 PLUG PLUG POWER INC Industrials 10,000.0 $20K NEW $1.97 +68.0%
239 HARTCOURT COMPANIES INC NEW 10,000.0 NEW
240 SOLUCORP INDUSTRIES LTD 17,000.0 NEW
Page 12 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%