Douglass Winthrop Advisors, LLC
CIK: 0001308527SEC EDGAR →
Portfolio Value
$5.7T
Holdings
307
As of
Q4 2025
New Positions
31
Closed Positions
12
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | — ALPHABET INC | 1,461,905 | $458.0B | 8.01% |
| 2 | BERKSHIRE HATHAWAY INC | 879,061 | $441.0B | 7.71% |
| 3 | MICROSOFT CORP | 695,882 | $336.0B | 5.87% |
| 4 | AMAZON COM INC | 1,202,025 | $277.0B | 4.84% |
| 5 | MASTERCARD INC | 378,155 | $215.0B | 3.76% |
| 6 | APPLE INC COM | 732,424 | $199.0B | 3.48% |
| 7 | UBER TECHNOLOGIES INC | 2,263,196 | $184.0B | 3.22% |
| 8 | MARKEL GROUP INC | 81,938 | $176.0B | 3.08% |
| 9 | COSTCO WHOLESALE CORP | 191,118 | $164.0B | 2.87% |
| 10 | DEERE & CO | 321,024 | $149.0B | 2.60% |
Quarterly Changes
Top Buys
New Positions (21)
$2.0B · 70K shares
$2.0B · 87K shares
$1.0B · 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)
$2.3B · 111K shares
$544.8M · 9K shares
$529.1M · 24K shares
$518.0M · 14K shares
$402.0M · 2K shares
$382.0M · 6K shares
$376.0M · 2K shares
$318.6M · 2K shares
$316.3M · 5K shares
$262.4M · 437 shares
EOG RES INC
$235.6M · 2K shares
$223.8M · 8K shares
$220.6M · 4K shares
$217.8M · 8K shares
$210.7M · 2K shares
$208.2M · 1K shares
$202.3M · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 49 | $1.4T | 25.2% |
| Financial Services | 68 | $901.0B | 16.1% |
| Technology | 37 | $822.0B | 14.7% |
| Consumer Cyclical | 20 | $546.0B | 9.8% |
| Industrials | 48 | $491.0B | 8.8% |
| Basic Materials | 9 | $348.0B | 6.2% |
| Consumer Defensive | 18 | $342.0B | 6.1% |
| Communication Services | 6 | $221.0B | 4.0% |
| Energy | 16 | $211.0B | 3.8% |
| Healthcare | 28 | $194.0B | 3.5% |
| Real Estate | 2 | $89.0B | 1.6% |
| Utilities | 6 | $10.0B | 0.2% |