Douglass Winthrop Advisors, LLC
•CIK: 1308527•Filing: Q4 2025
Douglass Winthrop Advisors, LLC, managed by the seasoned Douglass Winthrop, maintains a concentrated portfolio with a focus on high-conviction tech and consumer discretionary stocks, currently holding 304 positions with a $5.7 billion AUM. Recently, the fund has made notable shifts by adding MTD and CMG significantly, while cutting CPRT and ZTS drastically, reflecting a strategic pivot towards growth-oriented sectors.
Total AUM
$5.7B
QoQ Performance
-0.4%
Positions
304
Top 10 Concentration
45.8%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
BRK/B
MSFT
GOOGL8.0%
BRK/B7.7%
MSFT5.9%
AMZN4.9%
MASTERCARD3.8%
AAPL3.5%
UBER3.2%
MKL3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.6%
Technology20.7%
Financial10.5%
Consumer7.0%
Materials3.7%
Industrial3.0%
Healthcare2.2%
Communication1.4%
🚪 Exited Positionssold since Q3 2025
+99 more exited positions
Changes from Q3 2025
NEW4 new positions
↑93 increased
↓75 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023