Douglass Winthrop Advisors, LLC

Q2 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
282
Total value ($000)
$5,537,546
Net value change ($000)
+280,737 (5.3%)
New positions
12
Sold out positions
12
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2025 Next filing: 11/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NKE 86,352 2542.8%
MSFT 82,039 34.9%
NFLX 71,858 40.1%
AMZN 55,932 27.3%
UBER 48,678 28.8%
GOOGL 45,019 19.7%
CPRT 32,474 36.9%
GOOGL 21,383 40.0%
MLM 20,065 18.9%
TT 18,352 218.0%
Top Reduces (Value $000, Stocks/ETFs)
BDX -98,460 -98.6%
IQV -80,986 -99.7%
ACN -80,178 -88.8%
BRK-B -38,611 -8.4%
TPL -23,247 -17.6%
AAPL -18,123 -11.2%
BRK-B -8,979 -10.4%
UNH -5,490 -89.7%
NSRGY -5,398 -5.3%
AON -5,080 -3.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type