Douglas Lane & Associates, LLC - Portfolio overview

Douglas Lane & Associates, LLC has 246 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Healthcare and Financial Services.

Largest reported holdings by portfolio allocation

  1. NVDA - NVIDIA CORP, 3.94%
  2. GOOG - ALPHABET INC CAP STK CL C, 3.32%
  3. JPM - JPMORGAN CHASE & CO, 2.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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