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Douglas Lane & Associates, LLC
Douglas C. Lane & Associates, LLC (DCLA) is a New York-based independent wealth management and investment advisory firm founded in 1994 by Douglas and Gay Lane. The firm specializes in customized portfolio management and financial planning services for high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutions. DCLA is known for its individualized approach, leveraging proprietary fundamental research to guide both domestic and international investments. The firm is part of Focus Financial Partners, employs a small, highly qualified team, and offers fee-only advisory services.
Investment Strategy
DCLA primarily employs a long-term core investment strategy focused on investing in individual equity and fixed-income securities. The firm leverages proprietary fundamental research to select companies with strong, sustainable business models that can generate attractive long-term returns. DCLA's approach emphasizes diversification across sectors and geographies, with significant portfolio exposure to companies generating revenue abroad. Tax efficiency, including tactics like tax-loss harvesting, is an integral part of their process. Their investment philosophy is to provide above-average returns aligned with each client's goals and circumstances through active, personalized management.
Latest 13F Filing Activity
Douglas Lane & Associates, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 235 equity positions with a total 13F market value of $7B. The fund increased holdings in Alphabet Inc. Cap STK CL C, Nvidia Corp., Gartner Inc. among other positions. Douglas Lane & Associates, LLC reduced exposure to Schlumberger LTD, Godaddy Inc. CL A, Charter Communications Inc. New among others.
Top Holdings
Equity Positions (235)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 4.38% | $312.5M | 1,674,681 | $2.03 | $186.58 | +$29.5M |
G GOOG | ALPHABET INC CAP STK CL C | 2.98% | $212.1M | 870,937 | $37.84 | $243.55 | +$55.0M |
J JPM | JPMORGAN CHASE & CO | 2.86% | $203.6M | 645,333 | $79.83 | $315.43 | +$319.8K |
M MSFT | MICROSOFT CORP | 2.59% | $184.8M | 356,768 | $56.24 | $517.95 | +$4.7M |
Q QCOM | QUALCOMM INC | 2.35% | $167.3M | 1,005,731 | $53.24 | $166.36 | +$4.0M |
Industry Allocation
Investment Team (17)
| Name | Role | Location | |
|---|---|---|---|
C Charlie Bustin | Partner, Portfolio Manager | New York, NY , United States | |
D Daniel Meneses | Portfolio Manager, Equity Analyst | United States | |
J John Sini | Principal, Portfolio Manager | New York, NY , United States | |
K Kaitlin Weidner | Portfolio Manager, Equity Research | New York, NY , United States | |
K Kelleen Kiely | Portfolio Manager | New York, NY , United States | |
L Luca Taite | Associate | New York, NY , United States | |
L Lucille Vaudo | Associate | NY , United States | |
M Marc Milic | Partner | New York, NY , United States | |
 | Partner and Portfolio Manager | New York, NY , United States | |
 | Partner, Portfolio Manager | New York, NY , United States |
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