Fund HoldingsDouglass Winthrop Advisors, LLC

Total Portfolio Value
$5.25B
Total Bought
$286.00M
Total Sold
$271.78M
Net Transaction
+$14.22M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BERKSHIRE HATHAWAY INC0879,974+879,9740405,0177.72%+405,017
MERCK & CO. INC.(MRK)0328,743+328,743037,3320.71%+37,332
SHERWIN WILLIAMS CO(SHW)0388,105+388,1050148,1282.82%+148,128
BROOKFIELD ASSET MANAGEMENT LT(BAM)02,670,488+2,670,4880126,2872.41%+126,287
AON PLC(AON)0372,419+372,4190128,8532.46%+128,853
MASTERCARD INC(MA)0389,010+389,0100192,0933.66%+192,093
TEXAS PACIFIC LAND CORP(TPL)95,83599,198+3,36370,36987,7641.67%+17,396
UNITEDHEALTH GROUP INC(UNH)226,749227,159+410115,474132,8152.53%+17,341
S&P GLOBAL INC(SPGI)258,490254,134-4,356115,287131,2912.50%+16,004
FASTENAL CO(FAST)01,626,193+1,626,1930116,1432.21%+116,143
APPLE INC COM(AAPL)764,112755,304-8,808160,937175,9863.35%+15,048
DEERE & CO(DE)0273,207+273,2070114,0172.17%+114,017
TRANSDIGM GROUP INC(TDG)102,664101,911-753131,165145,4402.77%+14,276
ACCENTURE PLC258,541262,276+3,73578,44492,7091.77%+14,265
ANHEUSER BUSCH INBEV N V(BUD)1,250,9171,286,674+35,75772,74185,2941.63%+12,553
IQVIA HOLDINGS INC(IQV)0438,078+438,0780103,8111.98%+103,811
ZOETIS INC(ZTS)0478,959+478,959093,5791.78%+93,579
BERKSHIRE HATHAWAY INC-CL A095+95065,6621.25%+65,662
TRACTOR SUPPLY CO(TSCO)318,351318,500+14985,95592,6611.77%+6,706
NETFLIX INC(NFLX)251,696247,076-4,620169,865175,2443.34%+5,379
AMERICAN EXPRESS CO COM(AXP)0138,776+138,776037,6360.72%+37,636
NVIDIA CORP(NVDA)82,822124,441+41,61910,23215,1120.29%+4,880
BECTON DICKINSON & CO(BDX)403,173410,218+7,04594,22698,9041.89%+4,678
COSTCO WHOLESALE CORP211,826208,274-3,552180,050184,6393.52%+4,589
UBER TECHNOLOGIES INC(UBER)02,091,788+2,091,7880157,2193.00%+157,219
MONSTER BEVERAGE CORP01,585,344+1,585,344082,7071.58%+82,707
CIE FINANCIERE RICHEMONT SA4,987,5415,118,119+130,57877,80681,1841.55%+3,378
DANAHER CORP COM(DHR)076,095+76,095021,1560.40%+21,156
CENTRAL SECURITIES CF(CET)054,310+54,31002,4900.05%+2,490
SYNOPSYS INC(SNPS)4,76010,391+5,6312,8325,2620.10%+2,429
JOHNSON & JOHNSON COM(JNJ)0107,052+107,052017,3490.33%+17,349
THERMO FISHER SCIENTIFIC INC C(TMO)025,368+25,368015,6920.30%+15,692
AIRBUS SE UNSPON ADR EA REPR 00190,960+190,96006,9910.13%+6,991
MARTIN MARIETTA MATLS INC(MLM)0193,588+193,5880104,1991.99%+104,199
WILLSCOT MOBILE MINI HOLDING(WSC)124,750165,143+40,3934,6966,2090.12%+1,514
UNITED RENTALS INC COM(URI)09,589+9,58907,7650.15%+7,765
MERCADOLIBRE INC(MELI)3,8493,812-376,3257,8220.15%+1,497
JPMORGAN CHASE & CO(JPM)49,60253,950+4,34810,03311,3760.22%+1,343
CARRIER GLOBAL CORPORATION COM(CARR)76,97076,798-1724,8556,1810.12%+1,326
ABBVIE INC(ABBV)042,638+42,63808,4200.16%+8,420
HOME DEPOT INC(HD)022,265+22,26509,0220.17%+9,022
1/100 BERKSHIRE HTWY A CLASS A01,600+1,600011,0590.21%+11,059
BROWN FORMAN CORP CLASS B(BF-A)0225,413+225,413011,0900.21%+11,090
COUPANG INC(CPNG)284,791289,063+4,2725,9667,0960.14%+1,130
PROCTER & GAMBLE COMPANY COM(PG)79,80982,516+2,70713,16214,2920.27%+1,130
THE COCA-COLA CO(KO)84,24089,061+4,8215,3626,4000.12%+1,038
AUTOMATIC DATA PROCESSING INC024,489+24,48906,7770.13%+6,777
TESLA INC14,70414,794+902,9103,8710.07%+961
ISHARES GOLD ETF(IAU)018,680+18,68009280.02%+928
MCDONALD'S CORP(MCD)015,720+15,72004,7870.09%+4,787
BLACKROCK INC CLASS EQUITY(BLK)0934+93408870.02%+887
INTERNATIONAL BUSINESS MACHS C(IBM)017,849+17,84903,9460.08%+3,946
PHILIP MORRIS INTL INC(PM)21,50224,834+3,3322,1793,0150.06%+836
SCHNEIDER ELECTRIC SE186,850186,445-4058,9959,8300.19%+835
L OREAL S A ADR085,647+85,64707,6860.15%+7,686
WALMART INC(WMT)66,12965,350-7794,4785,2770.10%+799
NESTLE S A01,036,741+1,036,7410104,4171.99%+104,417
LOWES COS INC(LOW)5,8977,499+1,6021,3002,0310.04%+731
Allegion PLC(ALLE)022,193+22,19303,2340.06%+3,234
NORFOLK SOUTHN CORP(NSC)018,728+18,72804,6540.09%+4,654
3M CO015,664+15,66402,1410.04%+2,141
ABBOTT LABORATORIES042,978+42,97804,9000.09%+4,900
BALL CORP COM085,840+85,84005,8290.11%+5,829
VERISK ANALYTICS INC COM USD0.(VRSK)10,54012,740+2,2002,8413,4140.07%+573
PPG INDS INC(PPG)04,146+4,14605490.01%+549
ISHARES CORE MSCI EAFE ETF06,990+6,99005460.01%+546
GALLAGHER ARTHUR J & CO(AJG)30,73530,246-4897,9708,5100.16%+540
CATERPILLAR INC(CAT)08,908+8,90803,4840.07%+3,484
CSX CORP(CSX)034,176+34,17601,1800.02%+1,180
SIEMENS AG COM DM50 (NEW)077,490+77,49007,8300.15%+7,830
ILLINOIS TOOL WKS INC(ITW)03,590+3,59009410.02%+941
CANADIAN NATIONAL RAILWAY CO(CNI)01,011,923+1,011,9230118,5472.26%+118,547
NIKE INC CLASS B(NKE)058,970+58,97005,2130.10%+5,213
NEXTERA ENERGY INC COM(NEE)155,437135,497-19,94011,00611,4540.22%+447
BLACKSTONE INC012,021+12,02101,8410.04%+1,841
GE AEROSPACE(GE)04,989+4,98909410.02%+941
EXXON MOBIL CORP086,921+86,921010,1890.19%+10,189
STARBUCKS CORP(SBUX)029,031+29,03102,8300.05%+2,830
BANK NEW YORK MELLON COR32,01032,01001,9172,3000.04%+383
VISTRA CORP011,335+11,33501,3440.03%+1,344
VANGUARD MID CAP ETF01,404+1,40403700.01%+370
ISHARES CORE S&P SMALL CAP ETF03,123+3,12303650.01%+365
SPDR S&P 500 ETF TR TR UNIT(SPY)4,8405,222+3822,6342,9960.06%+362
BRISTOL MYERS SQUIBB CO(BMY)037,180+37,18001,9240.04%+1,924
BROADCOM INC(AVGO)1,63517,300+15,6652,6252,9840.06%+359
META PLATFORMS INC CLASS A(META)5,1755,17502,6092,9620.06%+353
COMPASS INC CLASS A109,410120,410+11,0003947360.01%+342
DOVER CORP(DOV)84,68881,463-3,22515,28215,6200.30%+338
GOLDMAN SACHS GROUP INC(GS)05,275+5,27502,6120.05%+2,612
CORE & MAIN INC-CLASS A(CNM)57,00970,272+13,2632,7903,1200.06%+330
ALIBABA GROUP HLDG LTD SPONSOR(BABA)03,100+3,10003290.01%+329
JD COM INC F SPONSORED ADR 1 A20,41021,230+8205278490.02%+322
THE CIGNA GROUP(CI)09,860+9,86003,4160.07%+3,416
GE VERNOVA INC(GEV)01,244+1,24403170.01%+317
SHOPIFY INC F CLASS A(SHOP)019,652+19,65201,5750.03%+1,575
QXO INC COM PAR VALUE $0 00001(QXO)020,000+20,00003150.01%+315
TJX COS INC NEW(TJX)66,92665,320-1,6067,3697,6780.15%+309
ISHARES TR MSCI EAFE VALUE ETF05,203+5,20302990.01%+299
CHUBB LTD
COM
08,575+8,57502,4730.05%+2,473
NORTHROP GRUMMAN CORP(NOC)03,038+3,03801,6040.03%+1,604
Page 1 of 1