Douglass Winthrop Advisors, LLC
CIK: 0001308527SEC EDGAR →
Portfolio Value
$5.7B
Holdings
307
As of
Q4 2025
New Positions
19
Closed Positions
15
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | — ALPHABET INC | 1,461,905 | $458.0M | 8.01% |
| 2 | BERKSHIRE HATHAWAY INC | 879,061 | $441.0M | 7.71% |
| 3 | MICROSOFT CORP | 695,882 | $336.0M | 5.87% |
| 4 | AMAZON COM INC | 1,202,025 | $277.0M | 4.84% |
| 5 | MASTERCARD INC | 378,155 | $215.0M | 3.76% |
| 6 | APPLE INC COM | 732,424 | $199.0M | 3.48% |
| 7 | UBER TECHNOLOGIES INC | 2,263,196 | $184.0M | 3.22% |
| 8 | MARKEL GROUP INC | 81,938 | $176.0M | 3.08% |
| 9 | COSTCO WHOLESALE CORP | 191,118 | $164.0M | 2.87% |
| 10 | DEERE & CO | 321,024 | $149.0M | 2.60% |
Quarterly Changes
Top Buys
New Positions (21)
$2.0M · 70K shares
$2.0M · 87K shares
$1.0M · 4K shares
$0 · 2K shares
$0 · 1K shares
$0 · 122K shares
$0 · 8K shares
$0 · 2K shares
$0 · 5K shares
$0 · 8K shares
$0 · 6K shares
$0 · 4K shares
$0 · 4K shares
$0 · 6K shares
$0 · 6K shares
$0 · 5K shares
$0 · 2K shares
$0 · 3K shares
$0 · 1K shares
$0 · 443 shares
AMERICAN OVERSEAS ORDF
$0 · 240 shares
Closed Positions (17)
$2.3M · 111K shares
$545K · 9K shares
$529K · 24K shares
$518K · 14K shares
$402K · 2K shares
$382K · 6K shares
$376K · 2K shares
$319K · 2K shares
$316K · 5K shares
$262K · 437 shares
EOG RES INC
$236K · 2K shares
$224K · 8K shares
$221K · 4K shares
$218K · 8K shares
$211K · 2K shares
$208K · 1K shares
$202K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 49 | $1.4B | 25.2% |
| Financial Services | 68 | $901.0M | 16.1% |
| Technology | 37 | $822.0M | 14.7% |
| Consumer Cyclical | 20 | $546.0M | 9.8% |
| Industrials | 48 | $491.0M | 8.8% |
| Basic Materials | 9 | $348.0M | 6.2% |
| Consumer Defensive | 18 | $342.0M | 6.1% |
| Communication Services | 6 | $221.0M | 4.0% |
| Energy | 16 | $211.0M | 3.8% |
| Healthcare | 28 | $194.0M | 3.5% |
| Real Estate | 2 | $89.0M | 1.6% |
| Utilities | 6 | $10.0M | 0.2% |