Fund HoldingsDouglass Winthrop Advisors, LLC

Total Portfolio Value
$5.14B
Total Bought
$251.56M
Total Sold
$459.35M
Net Transaction
-$207.79M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NETFLIX INC(NFLX)247,076242,342-4,734175,244216,0044.20%+40,761
AMAZON COM INC(AMZN)01,071,891+1,071,8910235,1624.58%+235,162
ALPHABET INC01,472,484+1,472,4840280,4205.46%+280,420
ANHEUSER-BUSCH INBEV-SPN ADR(BUD)0623,508+623,508031,2190.61%+31,219
TEXAS PACIFIC LAND CORP(TPL)99,19899,457+25987,764109,9952.14%+22,231
NVIDIA CORP(NVDA)0132,502+132,502017,7940.35%+17,794
BROOKFIELD ASSET MANAGEMENT LT(BAM)2,670,4882,657,567-12,921126,287144,0782.80%+17,790
APPLE INC COM(AAPL)755,304753,773-1,531175,986188,7603.67%+12,774
MASTERCARD INC(MA)389,010387,467-1,543192,093204,0293.97%+11,935
MARKEL GROUP INC(MKL)088,726+88,7260153,1612.98%+153,161
ALPHABET INC-CL A(GOOG)0353,873+353,873066,9881.30%+66,988
CHIPOTLE MEXICAN GRILL INC(CMG)0112,799+112,79906,8020.13%+6,802
CONSTELLATION ENERGY(CEG)021,415+21,41504,7910.09%+4,791
AON PLC(AON)372,419372,043-376128,853133,6232.60%+4,770
DEERE & CO(DE)273,207277,304+4,097114,017117,4942.29%+3,476
COSTCO WHOLESALE CORP208,274204,581-3,693184,639187,4513.65%+2,812
AMERICAN EXPRESS CO COM(AXP)138,776136,176-2,60037,63640,4160.79%+2,780
Linde PLC(LIN)05,577+5,57702,3350.05%+2,335
ACCENTURE PLC262,276269,782+7,50692,70994,9071.85%+2,197
TESLA INC14,79414,803+93,8715,9780.12%+2,107
VISA INC-CLASS A SHARES(V)046,118+46,118014,5750.28%+14,575
JPMORGAN CHASE & CO(JPM)53,95053,680-27011,37612,8680.25%+1,492
ORACLE CORP COM(ORCL)07,750+7,75001,2910.03%+1,291
BROADCOM INC(AVGO)17,30017,30002,9844,0110.08%+1,027
ASML HOLDING NV-NY REG SHS
N Y REGISTRY SHS
013,551+13,55109,3920.18%+9,392
Golub Cap Bdc Inc(GBDC)065,987+65,98701,0000.02%+1,000
FASTENAL CO COM(FAST)1,626,1931,628,324+2,131116,143117,0932.28%+950
META PLATFORMS INC CLASS A(META)5,1756,610+1,4352,9623,8700.08%+908
ARISTA NETWORKS INC(ANET)08,120+8,12008980.02%+898
PFIZER INC(PFE)085,776+85,77602,2760.04%+2,276
CSX CORP(CSX)34,17658,311+24,1351,1801,8820.04%+702
NOVARTIS AG-SPONSORED ADR(NVS)06,851+6,85106670.01%+667
SALESFORCE INC010,546+10,54603,5260.07%+3,526
WALMART INC(WMT)65,35065,35005,2775,9040.11%+627
CENTENE CORP DEL09,721+9,72105890.01%+589
T-MOBILE US INC(TMUS)02,634+2,63405810.01%+581
VANGUARD INDEX FDS S&P 500 ETF09,657+9,65705,2040.10%+5,204
ISHARES BITCOIN ETF013,300+13,30007060.01%+706
PROGRESSIVE CORP OH(PGR)03,220+3,22007720.02%+772
SHOPIFY INC F CLASS A(SHOP)19,65219,055-5971,5752,0260.04%+451
CORE & MAIN INC-CLASS A(CNM)70,27270,051-2213,1203,5660.07%+446
PALO ALTO NETWORKS INC(PANW)02,400+2,40004370.01%+437
AUTOMATIC DATA PROCESSING INC24,48924,625+1366,7777,2080.14%+432
BLOCK INC CLASS A(XYZ)022,515+22,51501,9140.04%+1,914
SPDR S&P 500 FOSSIL FUEL RES F08,293+8,29303990.01%+399
BROOKFIELD CORP F CLASS A(BN)010,724+10,72406160.01%+616
INTUIT INC(INTU)014,179+14,17908,9120.17%+8,912
VERIZON COMMUNICATIONS I039,832+39,83201,5930.03%+1,593
CHENIERE ENERGY INC(LNG)01,600+1,60003440.01%+344
MERCADOLIBRE INC(MELI)3,8124,799+9877,8228,1600.16%+338
SYNOPSYS INC(SNPS)10,39111,494+1,1035,2625,5790.11%+317
SERVICENOW INC(NOW)01,881+1,88101,9940.04%+1,994
BRISTOL MYERS SQUIBB CO(BMY)37,18039,397+2,2171,9242,2280.04%+305
EOG RES INC02,100+2,10002570.01%+257
E L F BEAUTY INC COM(ELF)02,009+2,00902520.00%+252
HONEYWELL INTL INC(HON)08,700+8,70001,9650.04%+1,965
TRAVELERS COS INC(TRV)06,319+6,31901,5220.03%+1,522
SEMLER SCIENTIFIC INC04,300+4,30002320.00%+232
PINNACLE FINL PARTNERS INC COM02,000+2,00002290.00%+229
WALT DISNEY CO/THE(DIS)021,729+21,72902,4200.05%+2,420
WELLS FARGO & CO(WFC)016,392+16,39201,1510.02%+1,151
VERISK ANALYTICS INC(VRSK)12,74013,203+4633,4143,6370.07%+223
VISTRA CORP11,33511,33501,3441,5630.03%+219
MCKESSON CORP(MCK)01,505+1,50508580.02%+858
APOLLO GLOBAL MGMT INC NEW COM(APO)01,250+1,25002060.00%+206
BLACKSTONE INC12,02111,871-1501,8412,0470.04%+206
ENTERPRISE PRODS PART LP(EPD)019,156+19,15606010.01%+601
RTX CORP(RTX)08,022+8,02209280.02%+928
EATON CORP PLC F(ETN)03,015+3,01501,0010.02%+1,001
BANK NEW YORK MELLON COR32,01032,01002,3002,4590.05%+159
NORTHERN TRUST CORP(NTRS)012,000+12,00001,2300.02%+1,230
ALPS ETF TR ALERIAN MLP ETF NE
ALERIAN MLP
010,000+10,00004820.01%+482
ALTRIA GROUP INC(MO)017,237+17,23709010.02%+901
Cisco Systems Inc(CSCO)020,294+20,29401,2010.02%+1,201
AMERIPRISE FINL INC(AMP)01,962+1,96201,0450.02%+1,045
MORGAN STANLEY COM NEW(MS)05,462+5,46206870.01%+687
TEXAS INSTRS INC(TXN)06,117+6,11701,1470.02%+1,147
CENTRAL SECURITIES CF(CET)54,31056,658+2,3482,4902,5890.05%+99
Oneok Inc(OKE)010,000+10,00001,0040.02%+1,004
GE VERNOVA INC(GEV)1,2441,24403174090.01%+92
INTUITIVE SURGICAL INC02,613+2,61301,3640.03%+1,364
DELTA AIR LINES INC(DAL)09,457+9,45705720.01%+572
CORTEVA INC(CTVA)06,803+6,80303870.01%+387
WEBSTER FINL CORP(WBS)010,200+10,20005630.01%+563
SPDR S&P 500 ETF TR TR UNIT(SPY)5,2225,248+262,9963,0760.06%+80
BLACKROCK INC NEW(BLK)93493408879570.02%+71
INTERNATIONAL BUSINESS MACHS C(IBM)17,84918,263+4143,9464,0150.08%+69
MARRIOTT INTL INC NEW CL A(MAR)02,223+2,22306200.01%+620
KINDER MORGAN INC DEL011,257+11,25703080.01%+308
ISHARES TR PFD & INCOME SECS E012,500+12,50003930.01%+393
ILLINOIS TOOL WKS INC(ITW)3,5903,949+3599411,0010.02%+60
GILEAD SCIENCES INC(GILD)07,025+7,02506490.01%+649
CORNING INC(GLW)029,691+29,69101,4110.03%+1,411
ENERGY TRANSFER L P LP(ET)015,350+15,35003010.01%+301
UMB FINL CORP(UMBF)06,425+6,42507250.01%+725
PAYCHEX INC(PAYX)010,466+10,46601,4680.03%+1,468
THE TRADE DESK INC CLASS A04,464+4,46405250.01%+525
FORAN MINING CORPORATION017,375+17,3750470.00%+47
GRAHAM HLDGS CO COM CL B(GHC)0895+89507800.02%+780
PRICE T ROWE GROUP INC COM(TROW)010,000+10,00001,1310.02%+1,131
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