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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 $5.14 billion in total holdings as of December 31, 2024.
  • Douglass Winthrop Advisors, LLC owns shares of 296 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 3.75% of the portfolio was purchased this quarter.
  • About 2.37% of the portfolio was sold this quarter.
  • This quarter, Douglass Winthrop Advisors, LLC has purchased 283 new stocks and bought additional shares in 89 stocks.
  • Douglass Winthrop Advisors, LLC sold shares of 77 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$399,006,519
Alphabet
$280,419,915
Microsoft
$264,305,749
Amazon.com
$235,162,166
Netflix
$216,004,271

Largest New Holdings this Quarter

Anheuser-Busch InBev SA/NV
$31,219,046 Holding
NVIDIA
$17,793,715 Holding
Constellation Energy
$4,790,750 Holding
Linde PLC
$2,334,923 Holding
Oracle
$1,291,460 Holding

Largest Purchases this Quarter

Tractor Supply
1,290,470 shares (about $68.47M)
Anheuser-Busch InBev SA/NV
623,508 shares (about $31.22M)
NVIDIA
132,502 shares (about $17.79M)
Uber Technologies
160,280 shares (about $9.67M)
IQVIA
33,455 shares (about $6.57M)

Largest Sales this Quarter

UnitedHealth Group
131,732 shares (about $66.64M)
NextEra Energy
101,932 shares (about $7.31M)
Siemens Aktiengesellschaft
73,410 shares (about $7.10M)
Netflix
4,734 shares (about $4.22M)
Nestlé
49,308 shares (about $4.03M)

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
$399,006,519$131,904 0.0%880,2657.8%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$280,419,915$1,911,637 -0.7%1,472,4845.5%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$264,305,749$2,955,558 1.1%627,0605.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$235,162,166$4,396,356 1.9%1,071,8914.6%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$216,004,271$4,219,509 -1.9%242,3424.2%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$204,028,654$812,498 -0.4%387,4674.0%Business Services
Apple Inc. stock logo
AAPL
Apple
$188,759,725$383,393 -0.2%753,7733.7%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$187,451,433$3,383,785 -1.8%204,5813.6%Retail/Wholesale
Markel Group Inc. stock logo
MKL
Markel Group
$153,161,483$3,376,506 -2.2%88,7263.0%Multi-Sector Conglomerates
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$144,077,771$700,501 -0.5%2,657,5672.8%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$135,844,742$9,668,090 7.7%2,252,0682.6%Computer and Technology
Aon plc stock logo
AON
AON
$133,622,964$135,044 -0.1%372,0432.6%Finance
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$130,791,127$1,137,406 -0.9%384,7592.5%Basic Materials
TransDigm Group Incorporated stock logo
TDG
TransDigm Group
$129,603,458$453,686 0.4%102,2692.5%Aerospace
S&P Global Inc. stock logo
SPGI
S&P Global
$124,529,110$2,037,444 -1.6%250,0432.4%Business Services
Deere & Company stock logo
DE
Deere & Company
$117,493,742$1,735,899 1.5%277,3042.3%Industrial Products
Fastenal stock logo
FAST
Fastenal
$117,092,760$153,240 0.1%1,628,3242.3%Retail/Wholesale
Texas Pacific Land Co. stock logo
TPL
Texas Pacific Land
$109,995,464$286,444 0.3%99,4572.1%Oils/Energy
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$106,895,196$553,640 0.5%205,6272.1%Computer and Technology
Canadian National Railway stock logo
CNI
Canadian National Railway
$105,171,263$2,450,959 2.4%1,036,0682.0%Transportation
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$102,144,073$2,155,871 2.2%197,7622.0%Construction
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$96,133,440$3,067,282 3.3%423,7381.9%Medical
Accenture plc stock logo
ACN
Accenture
$94,906,610$2,640,536 2.9%269,7821.8%Computer and Technology
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$92,660,950$6,574,242 7.6%471,5331.8%Medical
Tractor Supply stock logo
TSCO
Tractor Supply
$85,371,948$68,472,338 405.2%1,608,9701.7%Retail/Wholesale
Monster Beverage Co. stock logo
MNST
Monster Beverage
$82,426,905$898,776 -1.1%1,568,2441.6%Consumer Staples
Nestlé S.A. stock logo
NSRGY
Nestlé
$80,673,276$4,028,464 -4.8%987,4331.6%Consumer Staples
Compagnie Financière Richemont SA stock logo
CFRUY
Compagnie Financière Richemont
$78,905,382$1,212,336 1.6%5,197,9831.5%Retail/Wholesale
Zoetis Inc. stock logo
ZTS
Zoetis
$75,822,571$2,214,219 -2.8%465,3691.5%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$66,988,159$596,863 -0.9%353,8731.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$64,687,4000.0%951.3%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$48,272,702$66,637,949 -58.0%95,4270.9%Medical
American Express stock logo
AXP
American Express
$40,415,675$771,654 -1.9%136,1760.8%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$31,381,858$1,321,492 -4.0%315,4590.6%Medical
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$31,219,046$31,219,046 New Holding623,5080.6%Consumer Staples
NVIDIA Co. stock logo
NVDA
NVIDIA
$17,793,715$17,793,715 New Holding132,5020.3%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$17,441,970$25,710 -0.1%75,9830.3%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$15,822,787$340,871 2.2%109,4090.3%Medical
Dover Co. stock logo
DOV
Dover
$15,650,155$367,696 2.4%83,4230.3%Industrial Products
Visa Inc. stock logo
V
Visa
$14,575,133$289,177 -1.9%46,1180.3%Business Services
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$13,937,747$103,943 0.8%83,1360.3%Consumer Staples
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$13,179,031$18,208 -0.1%25,3330.3%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$12,867,633$64,722 -0.5%53,6800.3%Finance
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$12,297,110$3,353,183 -21.4%62,2670.2%Computer and Technology
1/100 BERKSHIRE HTWY A CLASS A
$10,213,800$680,920 -6.3%1,5000.2%COM
Trane Technologies plc stock logo
TT
Trane Technologies
$9,475,305$79,410 -0.8%25,6540.2%Construction
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$9,449,056$98,964 1.1%87,8410.2%Oils/Energy
Schneider Electric S.E. stock logo
SBGSY
Schneider Electric S.E.
$9,432,891$177,761 1.9%190,0260.2%Industrial Products
ASML Holding stock logo
ASML
ASML
$9,391,927$2,423,008 34.8%13,5510.2%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$8,911,517$283,454 3.3%14,1790.2%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$8,828,108$70,626 -0.8%43,7490.2%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$8,684,957$24,117 0.3%22,3270.2%Retail/Wholesale
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$8,477,934$83,252 -1.0%223,2210.2%Consumer Staples
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$8,343,203$242,124 -2.8%29,3930.2%Finance
Moody's Co. stock logo
MCO
Moody's
$8,184,777$44,971 0.6%17,2900.2%Finance
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$8,160,412$1,678,334 25.9%4,7990.2%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$7,715,651$175,658 -2.2%63,8660.2%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$7,502,139$74,634 -1.0%42,2180.1%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$7,208,476$39,811 0.6%24,6250.1%Business Services
PepsiCo, Inc. stock logo
PEP
PepsiCo
$7,123,403$38,015 -0.5%46,8460.1%Consumer Staples
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$6,801,780$6,494,250 2,111.7%112,7990.1%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,778,932$77,200 -1.1%8,7810.1%Medical
United Rentals, Inc. stock logo
URI
United Rentals
$6,752,089$2,818 0.0%9,5850.1%Construction
Coupang, Inc. stock logo
CPNG
Coupang
$6,499,178$145,574 2.3%295,6860.1%Retail/Wholesale
L'Oréal S.A. stock logo
LRLCY
L'Oréal
$6,361,051$330,645 5.5%90,3430.1%Consumer Staples
Airbus SE stock logo
EADSY
Airbus
$6,288,552$1,318,339 -17.3%157,8650.1%Aerospace
Tesla, Inc. stock logo
TSLA
Tesla
$5,978,044$3,635 0.1%14,8030.1%Auto/Tires/Trucks
The Coca-Cola Company stock logo
KO
Coca-Cola
$5,968,306$423,368 7.6%95,8610.1%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$5,904,3720.0%65,3500.1%Retail/Wholesale
Synopsys, Inc. stock logo
SNPS
Synopsys
$5,578,728$535,352 10.6%11,4940.1%Computer and Technology
Carrier Global Co. stock logo
CARR
Carrier Global
$5,401,037$158,774 3.0%79,1240.1%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,203,547$416,521 8.7%9,6570.1%ETF
WillScot Mobile Mini Holdings Corp. stock logo
WSC
WillScot Mobile Mini
$5,080,018$444,015 -8.0%151,8690.1%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,845,972$15,270 -0.3%42,8430.1%Medical
Constellation Energy Co. stock logo
CEG
Constellation Energy
$4,790,750$4,790,750 New Holding21,4150.1%Oils/Energy
McDonald's Co. stock logo
MCD
McDonald's
$4,754,776$197,705 4.3%16,4020.1%Retail/Wholesale
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$4,465,872$70,410 1.6%19,0280.1%Transportation
NIKE, Inc. stock logo
NKE
NIKE
$4,263,626$198,634 -4.5%56,3450.1%Consumer Discretionary
Ball Co. stock logo
BALL
Ball
$4,174,648$557,693 -11.8%75,7240.1%Industrial Products
Forge Global Holdings, Inc. stock logo
FRGE
Forge Global
$4,142,339$153,598 -3.6%4,449,8220.1%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$4,014,755$91,010 2.3%18,2630.1%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$4,010,8320.0%17,3000.1%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$3,988,894$90,960 2.3%27,5400.1%Oils/Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,870,221$840,207 27.7%6,6100.1%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$3,685,450$26,064 -0.7%14,1400.1%Medical
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$3,636,511$127,524 3.6%13,2030.1%Business Services
Core & Main, Inc. stock logo
CNM
Core & Main
$3,566,296$11,251 -0.3%70,0510.1%Industrial Products
Salesforce, Inc. stock logo
CRM
Salesforce
$3,525,844$17,719 0.5%10,5460.1%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$3,276,023$45,608 -1.4%14,3660.1%Transportation
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,229,290$2,177 -0.1%8,9020.1%Industrial Products
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,075,748$15,238 0.5%5,2480.1%Finance
Allegion plc stock logo
ALLE
Allegion
$2,910,636$10,454 0.4%22,2730.1%Industrial Products
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,805,828$182,931 -6.1%23,3140.1%Consumer Staples
The Cigna Group stock logo
CI
The Cigna Group
$2,722,7420.0%9,8600.1%Medical
Starbucks Co. stock logo
SBUX
Starbucks
$2,661,397$12,319 0.5%29,1660.1%Retail/Wholesale
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,621,454$399,116 -13.2%4,5780.1%Finance
Central Securities Co. stock logo
CET
Central Securities
$2,588,710$107,280 4.3%56,6580.1%Finance
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$2,459,3280.0%32,0100.0%Finance
Chubb Limited stock logo
CB
Chubb
$2,424,532$55,260 2.3%8,7750.0%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$2,419,524$117,474 -4.6%21,7290.0%Consumer Discretionary

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