Douglass Winthrop Advisors, LLC
CIK: 0001308527SEC EDGAR →
Portfolio Value
$5.7B
Holdings
307
As of
Q4 2025
New Positions
31
Closed Positions
12
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | — ALPHABET INC | 1,461,905 | $458.0M | 8.01% |
| 2 | MICROSOFT CORP | 695,882 | $336.0M | 5.87% |
| 3 | AMAZON COM INC | 1,202,025 | $277.0M | 4.84% |
| 4 | APPLE INC COM | 732,424 | $199.0M | 3.48% |
| 5 | UBER TECHNOLOGIES INC | 2,263,196 | $184.0M | 3.22% |
| 6 | DEERE & CO | 321,024 | $149.0M | 2.60% |
| 7 | AON PLC | 392,615 | $138.0M | 2.41% |
| 8 | ALPHABET INC-CL A | 442,520 | $138.0M | 2.41% |
| 9 | FASTENAL CO COM | 3,149,587 | $126.0M | 2.20% |
| 10 | SHERWIN WILLIAMS CO | 380,944 | $123.0M | 2.15% |
Quarterly Changes
Top Buys
New Positions (21)
$2.0M · 87K shares
$2.0M · 70K shares
$1.0M · 4K shares
$0 · 1K shares
$0 · 8K shares
$0 · 2K shares
$0 · 5K shares
$0 · 122K shares
$0 · 6K shares
$0 · 8K shares
$0 · 6K shares
$0 · 6K shares
$0 · 4K shares
$0 · 4K shares
$0 · 5K shares
$0 · 2K shares
$0 · 3K shares
$0 · 443 shares
$0 · 1K shares
AMERICAN OVERSEAS ORDF
$0 · 240 shares
$0 · 2K 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
$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 | % |
|---|---|---|---|
| Technology | 38 | $800.0M | 20.3% |
| Unknown | 45 | $739.7M | 18.8% |
| Consumer Cyclical | 20 | $546.0M | 13.8% |
| Industrials | 49 | $479.0M | 12.1% |
| Financial Services | 69 | $362.5M | 9.2% |
| Communication Services | 6 | $215.0M | 5.5% |
| Energy | 16 | $211.0M | 5.4% |
| Basic Materials | 9 | $209.1M | 5.3% |
| Consumer Defensive | 18 | $178.2M | 4.5% |
| Healthcare | 29 | $104.1M | 2.6% |
| Real Estate | 2 | $89.0M | 2.3% |
| Utilities | 6 | $10.0M | 0.3% |