Fund HoldingsDouglass Winthrop Advisors, LLC

Total Portfolio Value
$5.26B
Total Bought
$431.14M
Total Sold
$423.36M
Net Transaction
+$7.79M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AMERICAN TOWER CORP(AMT)0424,889+424,889092,4561.76%+92,456
COPART INC(CPRT)01,553,334+1,553,334087,9031.67%+87,903
BERKSHIRE HATHAWAY INC0865,855+865,8550461,1378.77%+461,137
UBER TECHNOLOGIES INC(UBER)02,318,406+2,318,4060168,9193.21%+168,919
TEXAS PACIFIC LAND CORP(TPL)99,45799,490+33109,995131,8232.51%+21,828
NESTLE S A01,011,125+1,011,1250102,2961.95%+102,296
BERKSHIRE HATHAWAY INC-CL A0108+108086,2321.64%+86,232
ROPER TECHNOLOGIES INC(ROP)0209,239+209,2390123,3632.35%+123,363
CIE FINANCIERE RICHEMONT SA05,362,631+5,362,631093,0421.77%+93,042
DEERE & CO(DE)277,304279,726+2,422117,494131,2892.50%+13,796
AON PLC(AON)372,043367,700-4,343133,623146,7452.79%+13,122
MONSTER BEVERAGE CORP01,628,634+1,628,634095,3081.81%+95,308
TRANSDIGM GROUP INC(TDG)0101,714+101,7140140,7002.68%+140,700
FASTENAL CO COM(FAST)1,628,3241,624,011-4,313117,093125,9422.40%+8,849
SPDR S&P 500 ETF TR TR UNIT(SPY)5,24820,962+15,7143,07611,7260.22%+8,650
SHERWIN WILLIAMS CO(SHW)0387,091+387,0910135,1682.57%+135,168
MARTIN MARIETTA MATLS INC(MLM)0222,445+222,4450106,3582.02%+106,358
MASTERCARD INC(MA)387,467379,489-7,978204,029208,0063.96%+3,977
BECTON DICKINSON & CO(BDX)0435,930+435,930099,8541.90%+99,854
ZOETIS INC(ZTS)0481,488+481,488079,2771.51%+79,277
MARKEL GROUP INC(MKL)88,72683,668-5,058153,161156,4272.98%+3,265
TRACTOR SUPPLY CO(TSCO)01,603,051+1,603,051088,3281.68%+88,328
VISA INC-CLASS A SHARES(V)46,11846,755+63714,57516,3860.31%+1,811
MERCADOLIBRE INC(MELI)4,7994,960+1618,1609,6760.18%+1,516
WASTE MANAGEMENT INC(WM)043,946+43,946010,1740.19%+10,174
ABBVIE INC(ABBV)041,946+41,94608,7890.17%+8,789
EXXON MOBIL CORP088,240+88,240010,4940.20%+10,494
ABBOTT LABORATORIES042,718+42,71805,6670.11%+5,667
J P MORGAN EXCHANGE-TRADED FD
BETABULDRS JAPAN
012,719+12,71907140.01%+714
AMGEN INCORPORATED(AMGN)014,064+14,06404,3820.08%+4,382
AIRBUS SE - UNSP ADR0157,435+157,43506,9410.13%+6,941
CHEVRON CORP NEW(CVX)027,589+27,58904,6150.09%+4,615
ISHARES MSCI EAFE ETF014,445+14,44501,1810.02%+1,181
THE COCA-COLA CO(KO)091,355+91,35506,5430.12%+6,543
J P MORGAN EXCHANGE-TRADED FD
BETA CDA ETF NEW
07,502+7,50205370.01%+537
MCDONALD'S CORP(MCD)016,877+16,87705,2720.10%+5,272
ELI LILLY AND CO(LLY)08,830+8,83007,2930.14%+7,293
INTERNATIONAL BUSINESS MACHS C(IBM)18,26318,195-684,0154,5240.09%+510
THE CIGNA GROUP(CI)09,805+9,80503,2260.06%+3,226
JOHNSON & JOHNSON COM(JNJ)098,424+98,424016,3230.31%+16,323
PHILIP MORRIS INTL INC(PM)020,790+20,79003,3000.06%+3,300
L'OREAL-UNSPONSORED ADR091,533+91,53306,8060.13%+6,806
BNP PARIBAS F SPONSORED ADR 1040,003+40,00301,6710.03%+1,671
CENCORA INC07,933+7,93302,2060.04%+2,206
Linde PLC(LIN)5,5775,849+2722,3352,7240.05%+389
WHITE MOUNTAINS INS F DUTCH TE0191+19103680.01%+368
GALLAGHER ARTHUR J & CO(AJG)025,217+25,21708,7060.17%+8,706
JPMORGAN CHASE & CO(JPM)53,68053,749+6912,86813,1850.25%+317
VERISK ANALYTICS INC(VRSK)13,20313,275+723,6373,9510.08%+314
ENERGY TRANSFER L P LP(ET)15,35032,550+17,2003016050.01%+304
COMPASS INC CLASS A0114,510+114,51001,0000.02%+1,000
COUPANG INC(CPNG)0309,793+309,79306,7940.13%+6,794
JOINT CORP0151,100+151,10001,8870.04%+1,887
J P MORGAN EXCHANGE-TRADED FD
BETA DEVE EX ETF
05,618+5,61802730.01%+273
CHUBB LTD
COM
08,917+8,91702,6930.05%+2,693
AUTOMATIC DATA PROCESSING INC24,62524,450-1757,2087,4700.14%+262
3M CO015,189+15,18902,2310.04%+2,231
SOUTHERN CROSS GOLD CONSOLIDAT(SXGCF)077,292+77,29202420.00%+242
SONY GROUP CORP AMERN SH NEW(SONY)08,925+8,92502270.00%+227
CHESAPEAKE ENERGY CORP COM NEW(EXE)02,000+2,00002230.00%+223
BANK NEW YORK MELLON COR32,01031,943-672,4592,6790.05%+220
IBERDROLA S A SPONSORED ADR RE03,220+3,22002080.00%+208
MCKESSON CORP(MCK)1,5051,567+628581,0550.02%+197
GENESIS ENERGY L P LP(GEL)035,000+35,00005490.01%+549
SPDR GOLD TRUST(GLD)04,231+4,23101,2190.02%+1,219
ISHARES GOLD ETF(IAU)018,680+18,68001,1010.02%+1,101
ISHARES BITCOIN ETF13,30018,567+5,2677068690.02%+164
VANGUARD INDEX FDS S&P 500 ETF9,65710,439+7825,2045,3640.10%+161
STARBUCKS CORP(SBUX)028,694+28,69402,8150.05%+2,815
BP P L C F SPONSORED ADR 1 ADR(BP)035,319+35,31901,1930.02%+1,193
O REILLY AUTOMOTIVE INC(ORLY)0472+47206760.01%+676
NORTHROP GRUMMAN CORP(NOC)03,032+3,03201,5520.03%+1,552
ROLLINS ORD SHS(ROL)016,312+16,31208810.02%+881
INTERCONTINENTAL EXCHANG05,202+5,20208970.02%+897
ALIBABA GROUP HLDG LTD SPONSOR(BABA)02,650+2,65003500.01%+350
WOODWARD INC COM(WWD)06,000+6,00001,0950.02%+1,095
NOVARTIS AG-SPONSORED ADR(NVS)6,8516,781-706677560.01%+89
GE AEROSPACE(GE)04,584+4,58409170.02%+917
REPUBLIC SVCS INC(RSG)02,720+2,72006590.01%+659
GRAHAM HLDGS CO COM CL B(GHC)89589507808600.02%+80
GILEAD SCIENCES INC(GILD)7,0256,500-5256497280.01%+79
ELEVANCE HEALTH INC(ELV)01,462+1,46206360.01%+636
ALTRIA GROUP INC(MO)17,23716,237-1,0009019750.02%+73
QUEST DIAGNOSTICS INC(DGX)03,650+3,65006180.01%+618
TOTALENERGIES SE -SPON ADR(TTE)06,400+6,40004140.01%+414
ECOLAB INC(ECL)04,088+4,08801,0360.02%+1,036
APOLLO GLOBAL MGMT INC NEW COM(APO)1,2501,976+7262062710.01%+64
YUM BRANDS INC(YUM)03,293+3,29305180.01%+518
AUTOZONE INC(AZO)0101+10103850.01%+385
AMERICAN WTR WKS CO INC02,419+2,41903570.01%+357
JD COM INC F SPONSORED ADR 1 A010,280+10,28004230.01%+423
VERIZON COMMUNICATIONS I39,83236,318-3,5141,5931,6470.03%+55
Marsh & McLennan Companies Inc(MRSH)01,708+1,70804170.01%+417
ENTERPRISE PRODS PART LP(EPD)19,15619,15606016540.01%+53
VERTEX PHARMACEUTICALS I0868+86804210.01%+421
BROWN & BROWN INC COM(BRO)02,100+2,10002610.00%+261
ALPS ETF TR ALERIAN MLP ETF NE
ALERIAN MLP
10,00010,00004825190.01%+38
KIMBERLY CLARK CORP(KMB)03,993+3,99305680.01%+568
CINTAS CORP COM(CTAS)01,440+1,44002960.01%+296
MPLX LP LP(MPLX)05,800+5,80003100.01%+310
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