Douglass Winthrop Advisors, LLC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
307
Total value ($000)
$5,720,386
Net value change ($000)
-21,185 (-0.4%)
New positions
21
Sold out positions
17
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 90,359 24.5%
MTD 66,110 5679.6%
GOOGL 35,333 34.2%
CPNG 26,474 59.5%
LIN 22,154 34.2%
MKL 15,129 9.4%
AAPL 11,608 6.2%
AMZN 11,204 4.2%
MNST 10,054 9.2%
CFRUY 9,924 9.4%
Top Reduces (Value $000, Stocks/ETFs)
CPRT -100,431 -86.9%
NFLX -74,576 -49.7%
UBER -41,967 -18.5%
FAST -32,284 -20.3%
ROP -16,047 -14.9%
COST -15,073 -8.4%
BAM -15,044 -11.2%
TSCO -12,949 -13.9%
SHW -12,154 -9.0%
NKE -8,663 -9.8%
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