Institutional manager

Douglas Lane & Associates, LLC

Holds positions in 184 of the S&P 500, worth $5.61bn as reported for the quarter ended 31-mar-2026.

Positions held184of 488 index companies covered

Reported value$5.61bnS&P 500 positions only

Top ten weight28%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 184 held. The rest are smaller than every one of these.

Alphabet Inc. (Class A)GOOGL954,834$274mCommunication Services NvidiaNVDA1.5m$269mInformation Technology JPMorgan ChaseJPM596,561$175mFinancials Johnson & JohnsonJNJ672,703$164mHealth Care Morgan StanleyMS781,579$129mFinancials MicrosoftMSFT344,925$128mInformation Technology QualcommQCOM976,819$126mInformation Technology GE AerospaceGE388,703$110mIndustrials EquinixEQIX111,075$109mReal Estate AmazonAMZN519,867$108mConsumer Discretionary Delta Air LinesDAL1.6m$108mIndustrials Thermo Fisher ScientificTMO218,297$107mHealth Care Visa Inc.V347,585$105mFinancials Air ProductsAPD345,853$100mMaterials Chevron CorporationCVX484,737$100mEnergy Bristol Myers SquibbBMY1.6m$95mHealth Care TransDigm GroupTDG82,143$95mIndustrials Freeport-McMoRanFCX1.5m$90mMaterials MastercardMA175,115$87mFinancials American ExpressAXP287,640$87mFinancials Danaher CorporationDHR439,080$83mHealth Care Hershey Company (The)HSY396,307$82mConsumer Staples BoeingBA409,857$82mIndustrials PepsiCoPEP504,616$78mConsumer Staples ExxonMobilXOM461,527$78mEnergy American TowerAMT437,647$76mReal Estate U.S. BancorpUSB1.4m$75mFinancials Coca-Cola Company (The)KO968,835$74mConsumer Staples Blackstone Inc.BX605,632$70mFinancials Merck & Co.MRK561,892$68mHealth Care Ingersoll RandIR837,518$67mIndustrials AptivAPTV964,285$67mConsumer Discretionary ModernaMRNA1.3m$67mHealth Care EOG ResourcesEOG457,393$66mEnergy Bank of AmericaBAC1.3m$64mFinancials SchlumbergerSLB1.2m$63mEnergy ComcastCMCSA2.1m$60mCommunication Services Meta PlatformsMETA104,253$60mCommunication Services SalesforceCRM305,552$57mInformation Technology Roper TechnologiesROP160,103$57mInformation Technology GoDaddyGDDY681,211$56mInformation Technology Walt Disney Company (The)DIS575,966$56mCommunication Services Truist FinancialTFC1.2m$55mFinancials ZoetisZTS446,316$53mHealth Care Lowe'sLOW220,752$52mConsumer Discretionary CitigroupC451,328$51mFinancials Oracle CorporationORCL334,304$49mInformation Technology Healthpeak PropertiesDOC3.0m$49mReal Estate Vulcan Materials CompanyVMC164,864$45mMaterials Warner Bros. DiscoveryWBD1.6m$44mCommunication Services Zimmer BiometZBH475,090$43mHealth Care AES CorporationAES3.0m$43mUtilities International Flavors & FragrancesIFF571,149$41mMaterials NucorNUE243,977$41mMaterials Apple Inc.AAPL162,502$41mInformation Technology Workday, Inc.WDAY311,766$41mInformation Technology General MotorsGM499,241$37mConsumer Discretionary Estée Lauder Companies (The)EL506,800$36mConsumer Staples Simon Property GroupSPG189,431$35mReal Estate IBMIBM145,280$35mInformation Technology

What this page is not

Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.