Douglass Winthrop Advisors, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
303
Total value ($000)
$5,741,571
Net value change ($000)
+204,025 (3.7%)
New positions
33
Sold out positions
12
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
GOOGL 95,359 34.9%
LIN 62,091 2281.9%
AAPL 44,192 30.8%
CPNG 35,341 387.7%
GOOGL 28,269 37.7%
MSFT 23,863 7.5%
BRK-B 22,301 5.3%
FAST 21,700 15.8%
PG 20,299 107.6%
MLM 19,949 15.8%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -101,076 -40.2%
ZTS -66,099 -88.3%
TDG -18,604 -11.9%
VTI -14,373 -94.0%
COST -12,426 -6.5%
ROP -12,348 -10.3%
SPGI -10,721 -8.2%
CNI -9,756 -8.7%
AMT -9,174 -9.3%
NSRGY -7,076 -7.3%
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