Douglas Lane & Associates, LLC holds a diversified book of 250 stocks worth $7.4B as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Aerospace Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 4% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1672594/holdings"
Use Arkolith to show Douglas Lane & Associates, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp COMMON | $301.1M | 1.50M | 4.1% | ▼−2.4% Reduced · −38K sh | |
| 2 | Alphabet Inc Cap STK CL C COMMON | $271.2M | 767.5K | 3.7% | ▼−2.9% Reduced · −23K sh | |
| 3 | JPMorgan Chase & Co COMMON | $190.3M | 581.5K | 2.6% | ▼−2.5% Reduced · −15K sh | |
| 4 | Johnson & Johnson COMMON | $168.6M | 663.7K | 2.3% | ▼−1.3% Reduced · −9K sh | |
| 5 | Qualcomm Inc COMMON | $155.4M | 840.8K | 2.1% | ▼−14% Reduced · −136K sh | |
| 6 | Morgan Stanley New COMMON | $152.9M | 731.4K | 2.1% | ▼−6.4% Reduced · −50K sh | |
| 7 | Delta Air Lines Inc New COMMON | $143.9M | 1.54M | 2.0% | ▼−5.4% Reduced · −87K sh | |
| 8 | Ge Aerospace New COMMON | $129.7M | 347.0K | 1.8% | ▼−11% Reduced · −42K sh | |
| 9 | Microsoft Corp COMMON | $127.7M | 342.4K | 1.7% | ▼−0.7% Reduced · −3K sh | |
| 10 | Amazon.com Inc COMMON | $126.7M | 531.5K | 1.7% | ▲+2.2% Added · +12K sh | |
| 11 | Visa Inc CL A COMMON | $117.9M | 343.7K | 1.6% | ▼−1.1% Reduced · −4K sh | |
| 12 | Equinix Inc COMMON | $113.7M | 109.0K | 1.5% | ▼−1.8% Reduced · −2K sh | |
| 13 | Reinsurance Group America Inc COMMON | $112.0M | 526.8K | 1.5% | ▼−3.4% Reduced · −19K sh | |
| 14 | Thermo Fisher Scientific Inc COMMON | $111.1M | 221.7K | 1.5% | ▲+1.5% Added · +3K sh | |
| 15 | Transdigm Group Inc COMMON | $110.7M | 83.1K | 1.5% | ▲+1.1% Added · +926 sh | |
| 16 | Nestle S A Spon ADR COMMON | $103.1M | 1.00M | 1.4% | ▼~0% Reduced · −86 sh | |
| 17 | Air Products & Chemicals Inc COMMON | $101.4M | 345.9K | 1.4% | ▲~0% Added · +61 sh | |
| 18 | Moderna Inc COMMON | $94.1M | 1.34M | 1.3% | ▲+2.4% Added · +32K sh | |
| 19 | Freeport-McMoran Inc CL B COMMON | $93.6M | 1.49M | 1.3% | ▼−2.4% Reduced · −36K sh | |
| 20 | American Express Co COMMON | $93.5M | 276.5K | 1.3% | ▼−3.9% Reduced · −11K sh | |
| 21 | Rxo Inc COMMON | $92.3M | 3.35M | 1.3% | ▼−4.6% Reduced · −160K sh | |
| 22 | Boeing Co COMMON | $92.3M | 426.2K | 1.3% | ▲+4.0% Added · +16K sh | |
| 23 | Mastercard Inc CL A COMMON | $89.9M | 175.1K | 1.2% | ▼~0% Reduced · −50 sh | |
| 24 | Bristol-Myers Squibb Co COMMON | $89.7M | 1.56M | 1.2% | ▼−1.2% Reduced · −18K sh | |
| 25 | Danaher Corp COMMON | $87.5M | 459.4K | 1.2% | ▲+4.6% Added · +20K sh | |
| 26 | US Bancorp Del New COMMON | $86.5M | 1.43M | 1.2% | ▼−0.5% Reduced · −7K sh | |
| 27 | Chevron Corp New COMMON | $78.0M | 470.8K | 1.1% | ▼−2.9% Reduced · −14K sh | |
| 28 | Coca Cola Co COMMON | $77.1M | 948.4K | 1.0% | ▼−2.1% Reduced · −20K sh | |
| 29 | RBC Bearings Inc COMMON | $76.5M | 118.8K | 1.0% | ▼−13% Reduced · −17K sh | |
| 30 | Hershey Co COMMON | $75.8M | 431.8K | 1.0% | ▲+8.9% Added · +35K sh | |
| 31 | Lamb Weston Holdings Inc COMMON | $72.6M | 1.68M | 1.0% | ▲+18% Added · +252K sh | |
| 32 | Blackstone Inc COMMON | $72.1M | 612.8K | 1.0% | ▲+1.2% Added · +7K sh | |
| 33 | Merck & Co Inc COMMON | $71.0M | 552.2K | 1.0% | ▼−1.7% Reduced · −10K sh | |
| 34 | Pepsico Inc COMMON | $69.2M | 511.2K | 0.9% | ▲+1.3% Added · +7K sh | |
| 35 | Bank Of America Corp COMMON | $68.5M | 1.20M | 0.9% | ▼−8.0% Reduced · −105K sh | |
| 36 | American Tower Corp New COMMON | $68.5M | 418.5K | 0.9% | ▼−4.4% Reduced · −19K sh | |
| 37 | Ingersoll-Rand PLC SHS COMMON | $68.5M | 835.0K | 0.9% | ▼−0.3% Reduced · −3K sh | |
| 38 | Teck Resources Ltd CL B COMMON | $66.5M | 1.12M | 0.9% | ▼−3.3% Reduced · −38K sh | |
| 39 | Elanco Animal Health Inc COMMON | $64.0M | 2.60M | 0.9% | ▼−8.7% Reduced · −248K sh | |
| 40 | Haleon PLC ADR COMMON | $62.4M | 6.69M | 0.8% | ▼~0% Reduced · −1K sh | |
| 41 | Roper Technologies Inc COMMON | $61.7M | 182.4K | 0.8% | ▲+14% Added · +22K sh | |
| 42 | Exxon Mobil Corp COMMON | $61.4M | 449.0K | 0.8% | ▼−2.7% Reduced · −12K sh | |
| 43 | Healthpeak Properties Inc COMMON | $61.0M | 2.85M | 0.8% | ▼−3.9% Reduced · −116K sh | |
| 44 | Truist Financial Corp COMMON | $59.4M | 1.19M | 0.8% | ▼−0.5% Reduced · −6K sh | |
| 45 | Meta Platforms Inc CL A COMMON | $58.3M | 103.5K | 0.8% | ▼−0.7% Reduced · −756 sh | |
| 46 | Aptiv PLC COMMON | $58.2M | 948.9K | 0.8% | ▼−1.6% Reduced · −15K sh | |
| 47 | Citigroup Inc New COMMON | $58.2M | 415.7K | 0.8% | ▼−7.9% Reduced · −36K sh | |
| 48 | Godaddy Inc CL A COMMON | $57.4M | 676.2K | 0.8% | ▼−0.7% Reduced · −5K sh | |
| 49 | Anheuser Busch Inbev Sa/nv Spo COMMON | $57.3M | 695.0K | 0.8% | ▼−9.6% Reduced · −74K sh | |
| 50 | Illumina Inc COMMON | $57.1M | 324.7K | 0.8% | ▼−0.8% Reduced · −2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 250 | $7.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 241 | $6.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 240 | $7.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 240 | $7.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 238 | $6.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 236 | $6.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 8, 2025 | 234 | $7.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 238 | $7.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 8, 2024 | 234 | $7.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 11, 2024 | 243 | $7.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 17, 2024 | 248 | $6.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 16, 2023 | 238 | $6.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 19, 2023 | 239 | $6.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 17, 2023 | 230 | $6.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 229 | $6.0B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Oct 14, 2022 | 216 | $5.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 18, 2022 | 220 | $5.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 25, 2022 | 227 | $7.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 25, 2022 | 235 | $7.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 21, 2021 | 229 | $7.0B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 19, 2021 | 234 | $7.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 19, 2021 | 220 | $6.5B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 14, 2021 | 216 | $6.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.