Douglas Lane & Associates, LLC
Annual return '25
+17.6%
SPY '25
+17.7%
Alpha
-0.1ptsvs SPY
Invested
$10.2B
Holdings
9
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IGSB
ISHARES TR
Held since at least Q1 2024
24.0%
02
$IAGG
ISHARES TR
Held since at least Q1 2024
15.0%
03
$IVV
ISHARES TR
Held since at least Q1 2024
14.2%
04
$DFIS
DFA TR
Held since at least Q1 2024
12.3%
05
$VLUE
ISHARES TR
Held since at least Q1 2024
10.7%
06
$IEMG
ISHARES TR
Held since at least Q1 2024
6.6%
07
$IEFA
ISHARES TR
Held since at least Q1 2024
6.3%
08
$IGIB
ISHARES TR
Held since at least Q1 2024
6.0%
09
$DFIP
DFA TR
Held since at least Q1 2024
5.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:27 UTC.