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Douglass Winthrop Advisors, LLC Top Holdings and 13F Report (2025)

About Douglass Winthrop Advisors, LLC

Investment Activity

  • Douglass Winthrop Advisors, LLC has $5.26 billion in total holdings as of March 31, 2025.
  • Douglass Winthrop Advisors, LLC owns shares of 282 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
  • Approximately 4.77% of the portfolio was purchased this quarter.
  • About 4.15% of the portfolio was sold this quarter.
  • This quarter, Douglass Winthrop Advisors, LLC has purchased 296 new stocks and bought additional shares in 56 stocks.
  • Douglass Winthrop Advisors, LLC sold shares of 140 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$461,137,056
Microsoft
$234,909,660
Alphabet
$228,009,313
Mastercard
$208,005,673
Amazon.com
$205,231,179

Largest New Holdings this Quarter

217204106 - Copart
$87,903,171 Holding
46641Q217 - JPMorgan BetaBuilders Japan ETF
$713,917 Holding
46641Q225 - JPMorgan BetaBuilders Canada ETF
$536,843 Holding
g9618e107 - White Mountains Insurance Group
$367,830 Holding

Largest Purchases this Quarter

American Tower
419,512 shares (about $91.29M)
Copart
1,553,334 shares (about $87.90M)
Martin Marietta Materials
24,683 shares (about $11.80M)
Berkshire Hathaway
13 shares (about $10.38M)
SPDR S&P 500 ETF Trust
15,714 shares (about $8.79M)

Largest Sales this Quarter

Netflix
50,062 shares (about $46.68M)
UnitedHealth Group
83,739 shares (about $43.86M)
Anheuser-Busch InBev SA/NV
619,932 shares (about $38.16M)
Costco Wholesale
10,131 shares (about $9.58M)
Markel Group
5,058 shares (about $9.46M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDouglass Winthrop Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$461,137,056$7,674,478 -1.6%865,8558.8%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$234,909,660$482,376 -0.2%625,7754.5%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$228,009,313$2,036,927 -0.9%1,459,4464.3%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$208,005,673$4,372,905 -2.1%379,4894.0%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$205,231,179$1,293,197 0.6%1,078,6883.9%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$183,906,921$9,581,697 -5.0%194,4503.5%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$179,306,868$46,684,317 -20.7%192,2803.4%Consumer Discretionary
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$168,919,061$4,833,387 2.9%2,318,4063.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$161,440,328$5,995,289 -3.6%726,7833.1%Computer and Technology
Markel Group Inc. stock logo
MKL
Markel Group
$156,426,529$9,456,487 -5.7%83,6683.0%Multi-Sector Conglomerates
Aon plc stock logo
AON
AON
$146,745,393$1,733,248 -1.2%367,7002.8%Finance
TransDigm Group Incorporated stock logo
TDG
TransDigm Group
$140,699,959$767,726 -0.5%101,7142.7%Aerospace
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$135,168,306$814,311 0.6%387,0912.6%Basic Materials
Texas Pacific Land Co. stock logo
TPL
Texas Pacific Land
$131,823,255$43,725 0.0%99,4902.5%Energy
Deere & Company stock logo
DE
Deere & Company
$131,289,457$1,136,766 0.9%279,7262.5%Industrials
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$129,341,843$701,779 0.5%2,672,0652.5%Finance
Fastenal stock logo
FAST
Fastenal
$125,942,033$334,473 -0.3%1,624,0112.4%Retail/Wholesale
S&P Global Inc. stock logo
SPGI
S&P Global
$124,381,061$2,666,005 -2.1%244,7962.4%Business Services
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$123,363,130$2,129,563 1.8%209,2392.3%Computer and Technology
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$106,357,628$11,801,683 12.5%222,4452.0%Construction
Canadian National Railway stock logo
CNI
Canadian National Railway
$102,780,439$1,805,252 1.8%1,054,5912.0%Transportation
Nestlé S.A. stock logo
NSRGY
Nestlé
$102,295,516$2,396,920 2.4%1,011,1251.9%Consumer Staples
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$99,854,126$2,792,700 2.9%435,9301.9%Medical
Monster Beverage Co. stock logo
MNST
Monster Beverage
$95,307,662$3,534,023 3.9%1,628,6341.8%Consumer Staples
Compagnie Financière Richemont SA stock logo
CFRUY
Compagnie Financière Richemont
$93,041,648$2,856,643 3.2%5,362,6311.8%Retail/Wholesale
American Tower Co. stock logo
AMT
American Tower
$92,455,846$91,285,811 7,802.0%424,8891.8%Finance
Accenture plc stock logo
ACN
Accenture
$90,337,764$6,154,989 7.3%289,5071.7%Computer and Technology
Tractor Supply stock logo
TSCO
Tractor Supply
$88,328,110$326,137 -0.4%1,603,0511.7%Retail/Wholesale
Copart, Inc. stock logo
CPRT
Copart
$87,903,171$87,903,171 New Holding1,553,3341.7%Business Services
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$86,231,693$10,379,741 13.7%1081.6%Finance
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$81,197,257$1,934,011 -2.3%460,5631.5%Medical
Zoetis Inc. stock logo
ZTS
Zoetis
$79,276,999$2,653,993 3.5%481,4881.5%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$53,523,997$1,198,924 -2.2%346,1201.0%Computer and Technology
American Express stock logo
AXP
American Express
$35,708,854$929,299 -2.5%132,7220.7%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$26,544,956$1,770,603 -6.3%295,7330.5%Medical
Visa Inc. stock logo
V
Visa
$16,385,757$223,243 1.4%46,7550.3%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$16,322,702$1,821,760 -10.0%98,4240.3%Medical
Danaher Co. stock logo
DHR
Danaher
$15,061,012$515,577 -3.3%73,4680.3%Medical
Dover Co. stock logo
DOV
Dover
$14,651,712$4,041 0.0%83,4000.3%Industrials
NVIDIA Co. stock logo
NVDA
NVIDIA
$13,564,533$796,052 -5.5%125,1570.3%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$13,229,019$939,014 -6.6%77,6260.3%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,184,630$16,926 0.1%53,7490.3%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$12,876,940$271,193 2.2%25,8780.2%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$11,725,933$8,790,254 299.4%20,9620.2%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$10,494,383$47,453 0.5%88,2400.2%Energy
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$10,452,356$116,034 1.1%62,9660.2%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$10,173,966$45,608 0.5%43,9460.2%Business Services
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$9,676,315$314,090 3.4%4,9600.2%Retail/Wholesale
ASML Holding stock logo
ASML
ASML
$9,352,360$373,061 4.2%14,1140.2%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$8,788,526$56,989 -0.6%41,9460.2%Medical
Schneider Electric S.E. stock logo
SBGSY
Schneider Electric S.E.
$8,741,653$15,659 0.2%190,3670.2%Industrials
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$8,705,917$1,441,722 -14.2%25,2170.2%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$8,416,599$226,747 -2.6%24,9810.2%Construction
The Home Depot, Inc. stock logo
HD
Home Depot
$8,341,291$158,690 1.9%22,7600.2%Retail/Wholesale
Intuit Inc. stock logo
INTU
Intuit
$8,037,153$668,637 -7.7%13,0900.2%Computer and Technology
Moody's Co. stock logo
MCO
Moody's
$8,017,539$34,462 -0.4%17,2160.2%Finance
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$7,550,530$25,591 -0.3%222,4670.1%Consumer Staples
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$7,476,815$302,064 -3.9%61,3860.1%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$7,470,208$53,468 -0.7%24,4500.1%Business Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$7,292,785$40,470 0.6%8,8300.1%Medical
Airbus SE stock logo
EADSY
Airbus
$6,941,309$18,959 -0.3%157,4350.1%Aerospace
L'Oréal S.A. stock logo
LRLCY
L'Oréal
$6,806,394$88,488 1.3%91,5330.1%Consumer Staples
Coupang, Inc. stock logo
CPNG
Coupang
$6,793,760$309,366 4.8%309,7930.1%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$6,661,384$362,705 -5.2%44,4270.1%Consumer Staples
The Coca-Cola Company stock logo
KO
Coca-Cola
$6,542,845$322,720 -4.7%91,3550.1%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$6,121,590$43,858,301 -87.8%11,6880.1%Medical
United Rentals, Inc. stock logo
URI
United Rentals
$5,950,557$56,403 -0.9%9,4950.1%Construction
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$5,666,543$16,581 -0.3%42,7180.1%Medical
Walmart Inc. stock logo
WMT
Walmart
$5,665,440$71,637 -1.2%64,5340.1%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,364,495$401,862 8.1%10,4390.1%ETF
McDonald's Co. stock logo
MCD
McDonald's
$5,271,868$148,376 2.9%16,8770.1%Retail/Wholesale
Carrier Global Co. stock logo
CARR
Carrier Global
$5,009,532$6,911 -0.1%79,0150.1%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$4,939,923$10,721 0.2%11,5190.1%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$4,909,032$754,606 -13.3%97,7700.1%Retail/Wholesale
Chevron Co. stock logo
CVX
Chevron
$4,615,364$8,197 0.2%27,5890.1%Energy
International Business Machines Co. stock logo
IBM
International Business Machines
$4,524,369$16,909 -0.4%18,1950.1%Computer and Technology
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$4,490,439$16,343 -0.4%18,9590.1%Transportation
Amgen Inc. stock logo
AMGN
Amgen
$4,381,639$23,678 -0.5%14,0640.1%Medical
Constellation Energy Co. stock logo
CEG
Constellation Energy
$4,339,682$21,776 0.5%21,5230.1%Energy
WillScot Mobile Mini Holdings Corp. stock logo
WSC
WillScot Mobile Mini
$4,291,495$69,528 1.6%154,3700.1%Finance
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$3,950,920$21,429 0.5%13,2750.1%Business Services
Ball Co. stock logo
BALL
Ball
$3,916,861$26,087 -0.7%75,2230.1%Industrials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,760,173$49,567 -1.3%6,5240.1%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$3,396,307$180,474 -5.0%53,5020.1%Consumer Discretionary
Core & Main, Inc. stock logo
CNM
Core & Main
$3,368,028$16,136 -0.5%69,7170.1%Industrials
Philip Morris International Inc. stock logo
PM
Philip Morris International
$3,299,980$400,632 -10.8%20,7900.1%Consumer Staples
The Cigna Group stock logo
CI
The Cigna Group
$3,225,846$18,095 -0.6%9,8050.1%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$3,215,916$620,429 -16.2%12,4090.1%Auto/Tires/Trucks
Union Pacific Co. stock logo
UNP
Union Pacific
$3,181,680$212,143 -6.3%13,4680.1%Transportation
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,930,273$5,607 -0.2%8,8850.1%Industrials
Allegion plc stock logo
ALLE
Allegion
$2,895,299$10,437 -0.4%22,1930.1%Industrials
Starbucks Co. stock logo
SBUX
Starbucks
$2,814,594$46,298 -1.6%28,6940.1%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$2,807,466$89,073 -3.1%16,7680.1%Computer and Technology
Linde PLC
$2,723,528$126,654 4.9%5,8490.1%COM
Chubb Limited stock logo
CB
Chubb
$2,692,845$42,883 1.6%8,9170.1%Finance
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$2,679,059$5,619 -0.2%31,9430.1%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$2,626,171$203,954 -7.2%9,7860.0%Computer and Technology
Central Securities Co. stock logo
CET
Central Securities
$2,547,3500.0%56,6580.0%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,520,582$19,666 0.8%4,6140.0%Finance
Forge Global Holdings, Inc. stock logo
FRGE
Forge Global
$2,500,8000.0%4,449,8220.0%Finance

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