1y return+11.8%S&P 500 +20.9%
3y return+39.2%S&P 500 +68.5%
5y return+26.5%S&P 500 +74.5%
10y return+182.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $283 against $357 in the S&P 500.2
Douglas Lane & Associates, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corp | $301.1M | 4.1% | −2.4% |
| GOOGAlphabet Inc Cap Stk Cl C | $271.2M | 3.7% | −2.9% |
| JPMJpmorgan Chase & Co | $190.3M | 2.6% | −2.5% |
| JNJJohnson & Johnson | $168.6M | 2.3% | −1.3% |
| QCOMQualcomm Inc | $155.4M | 2.1% | −13.9% |
| MSMorgan Stanley New | $152.9M | 2.1% | −6.4% |
| DALDelta Air Lines Inc New | $143.9M | 2.0% | −5.4% |
| GEGe Aerospace New | $129.7M | 1.8% | −10.7% |
| MSFTMicrosoft Corp | $127.7M | 1.7% | |
| AMZNAmazon.com Inc | $126.7M | 1.7% | +2.2% |
| VVisa Inc Cl A | $117.9M | 1.6% | −1.1% |
| EQIXEquinix Inc | $113.7M | 1.5% | −1.8% |
| RGAReinsurance Group America Inc | $112.0M | 1.5% | −3.4% |
| TMOThermo Fisher Scientific Inc | $111.1M | 1.5% | +1.5% |
| TDGTransdigm Group Inc | $110.7M | 1.5% | +1.1% |
| NSRGYNestle S A Spon Adr | $103.1M | 1.4% | |
| APDAir Products & Chemicals Inc | $101.4M | 1.4% | |
| MRNAModerna Inc | $94.1M | 1.3% | +2.4% |
| FCXFreeport-mcmoran Inc Cl B | $93.6M | 1.3% | −2.4% |
| AXPAmerican Express Co | $93.5M | 1.3% | −3.9% |
| RXORxo Inc | $92.3M | 1.3% | −4.6% |
| BABoeing Co | $92.3M | 1.3% | +4.0% |
| MAMastercard Inc Cl A | $89.9M | 1.2% | |
| BMYBristol-myers Squibb Co | $89.7M | 1.2% | −1.2% |
| DHRDanaher Corp | $87.5M | 1.2% | +4.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $301.1M |
| GOOGAlphabet Inc Cap Stk Cl C | June 30, 2020 | +399.9% | $271.2M |
| MSMorgan Stanley New | June 30, 2020 | +332.8% | $152.9M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $93.5M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $190.3M |
| DALDelta Air Lines Inc New | June 30, 2020 | +233.9% | $143.9M |
| TDGTransdigm Group Inc | June 30, 2020 | +201.3% | $110.7M |
| IRIngersoll-rand PLC Shs | June 30, 2020 | +191.5% | $68.5M |
| RGAReinsurance Group America Inc | June 30, 2020 | +171.1% | $112.0M |
| BACBank Of America Corp | June 30, 2020 | +139.9% | $68.5M |
Sold off last quarter
- Honeywell International IncCUSIP 438516106 was $18.8M
- Air Lease Corp Cl ACUSIP 00912X302 was $1.6M
- GDGeneral Dynamics Corp was $337K
- PEGPublic Services Enterprise Gro was $246K
- MCKMckesson Corp was $224K
- BDXBecton Dickinson & Co was $202K
- Hartcourt Companies Inc NewCUSIP 416187201 was $0
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.6% | +14.8% |
| March 31, 2026 | −4.4% | −4.6% |
| December 31, 2025 | +3.4% | +2.4% |
| September 30, 2025 | +5.2% | +7.8% |
| June 30, 2025 | +6.6% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
| December 31, 2024 | −1.8% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | −0.9% | +4.0% |
| March 31, 2024 | +10.5% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +4.2% | +7.0% |
| December 31, 2022 | +10.8% | +7.1% |
| September 30, 2022 | −7.4% | −5.3% |
| June 30, 2022 | −17.0% | −16.5% |
| March 31, 2022 | −6.3% | −4.9% |
| December 31, 2021 | +7.7% | +10.7% |
| September 30, 2021 | −2.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Douglas Lane & Associates, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1672594&type=13F-HR&dateb=&owner=include&count=40CIK 1672594
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1672594/000167259426000003/Filed July 14, 2026 · accession 0001672594-26-000003