DOUGLAS LANE & ASSOCIATES LLC
Q3 2022 Form 13-F
NEW YORK, NEW YORK
CIK 0001672594
· CRD 282563
· SEC-registered investment adviser
$5.4B Reported Value Total
DOUGLAS C. LANE & ASSOCIATES reports 5,466 total accounts under management (AUM). There are 5,466 discretionary accounts valued at $8,475,466,283, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-30
Reported value
$5.4B
Quarter over quarter
-7.1%
Holdings
212
Top-10 concentration
20.5%
Key People
Form ADV owners & control persons
Edward Dakin Dewees
MANAGING PARTNER
Sarat Sethi
MANAGING PARTNER
Nicole Anne Solinga-Stasi
CHIEF COMPLIANCE OFFICER
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Q3 2022 13F record
Q3 2022 13F filing summary
| Period of report | September 30, 2022 |
|---|---|
| Filed | October 14, 2022 |
| Form | 13F-HR |
| Reported value | $5.4B |
| Positions | 212 |
| Change in reported value | -8.1% |
| New positions | 5 |
| Exited positions | 9 |
| Position turnover | 6.3% |
| Top-10 concentration | 20.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 9, 2026
|
245 | $7.5B |
|
Q2 2026 13F
Filed Jul 14, 2026
|
249 | $7.4B |
|
Q1 2026 13F
Filed Apr 15, 2026
|
239 | $6.9B |
|
Q4 2025 13F
Filed Jan 22, 2026
|
237 | $7.3B |
|
Q3 2025 13F
Filed Oct 10, 2025
|
236 | $7.1B |
|
Q2 2025 13F
Filed Jul 7, 2025
|
235 | $6.9B |
|
Q1 2025 13F
Filed Apr 9, 2025
|
233 | $6.8B |
|
Q4 2024 13F
Filed Jan 8, 2025
|
232 | $7.1B |
|
Q3 2024 13F
Filed Oct 10, 2024
|
236 | $7.3B |
|
Q2 2024 13F
Filed Jul 8, 2024
|
232 | $7.0B |
|
Q1 2024 13F
Filed Apr 11, 2024
|
240 | $6.9B |
|
Q4 2023 13F
Filed Jan 17, 2024
|
246 | $6.5B |
|
Q3 2023 13F
Filed Oct 16, 2023
|
236 | $6.0B |
|
Q2 2023 13F
Filed Jul 19, 2023
|
236 | $6.2B |
|
Q1 2023 13F
Filed Apr 17, 2023
|
228 | $6.0B |
|
Q4 2022 13F
Filed Jan 17, 2023
|
227 | $6.0B |
|
Q3 2022 13F
Filed Oct 14, 2022
|
212 | $5.4B |
|
Q2 2022 13F
Filed Jul 18, 2022
|
215 | $5.9B |
|
Q1 2022 13F
Filed Apr 25, 2022
|
222 | $7.1B |
|
Q4 2021 13F
Filed Jan 25, 2022
|
230 | $7.5B |
23 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | QCOM QUALCOMM INC | $151.5M | 2.8% |
| 2 | BMY BRISTOL-MYERS SQUIBB CO | $130.9M | 2.42% |
| 3 | MSFT MICROSOFT CORP | $127.8M | 2.36% |
| 4 | TMO THERMO FISHER SCIENTIFIC INC | $108.5M | 2.0% |
| 5 | GOOG ALPHABET INC CAP STK CL C | $103.7M | 1.92% |
| 6 | FRCB FIRST REPUBLIC BANK SAN FRANCI | $101.5M | 1.88% |
| 7 | JPM JPMORGAN CHASE & CO | $100.3M | 1.85% |
| 8 | DHR DANAHER CORP | $98.5M | 1.82% |
| 9 | STZ CONSTELLATION BRANDS INC CL A | $94.2M | 1.74% |
| 10 | AXP AMERICAN EXPRESS CO | $92.8M | 1.71% |
| 11 | RGA REINSURANCE GROUP AMERICA INC | $92.1M | 1.7% |
| 12 | V VISA INC CL A | $90.7M | 1.68% |
| 13 | BX BLACKSTONE INC | $90.7M | 1.68% |
| 14 | PRU PRUDENTIAL FINANCIAL INC | $90.4M | 1.67% |
| 15 | LOW LOWE'S COS INC | $89.3M | 1.65% |
| 16 | GM GENERAL MOTORS CO | $89.1M | 1.65% |
| 17 | MS MORGAN STANLEY NEW | $86.6M | 1.6% |
| 18 | DEO DIAGEO P L C SPON ADR NEW | $83.6M | 1.54% |
| 19 | BAC BANK OF AMERICA CORP | $82.3M | 1.52% |
| 20 | GDDY GODADDY INC CL A | $79.6M | 1.47% |
Values as reported on the Q3 2022 Form 13F. Every position is in the holdings table below.