Douglass Winthrop Advisors, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 1,512,571 | 1,461,905 | -50,666 | 368,386,565 | 458,745,676 | +90,359,111 |
| METTLER-TOLEDO INTL INC | 948 | 48,253 | +47,305 | 1,163,774 | 67,273,850 | +66,110,076 |
| ALPHABET INC-CL A | 424,419 | 442,520 | +18,101 | 103,176,259 | 138,508,760 | +35,332,501 |
| COUPANG INC | 1,380,644 | 3,006,825 | +1,626,181 | 44,456,737 | 70,931,002 | +26,474,265 |
| Linde PLC | 136,447 | 203,958 | +67,511 | 64,812,325 | 86,965,652 | +22,153,327 |
| MARKEL GROUP INC | 84,238 | 81,938 | -2,300 | 161,009,144 | 176,138,022 | +15,128,878 |
| APPLE INC COM | 736,396 | 732,424 | -3,972 | 187,508,583 | 199,116,722 | +11,608,139 |
| AMAZON COM INC | 1,212,582 | 1,202,025 | -10,557 | 266,246,630 | 277,451,410 | +11,204,780 |
| MONSTER BEVERAGE CORP | 1,622,180 | 1,555,280 | -66,900 | 109,188,936 | 119,243,318 | +10,054,382 |
| CIE FINANCIERE RICHEMONT SA | 5,512,933 | 5,354,202 | -158,731 | 105,352,150 | 115,275,969 | +9,923,819 |
| DEERE & CO | 309,425 | 321,024 | +11,599 | 141,487,766 | 149,459,254 | +7,971,488 |
| MERCK & CO. INC. | 308,927 | 307,330 | -1,597 | 25,928,252 | 32,349,537 | +6,421,285 |
| AMERICAN EXPRESS CO COM | 132,209 | 132,449 | +240 | 43,914,541 | 48,999,508 | +5,084,967 |
| S&P GLOBAL INC | 245,460 | 237,773 | -7,687 | 119,468,066 | 124,258,053 | +4,789,987 |
| NESTLE S A | 978,777 | 954,467 | -24,310 | 89,822,365 | 94,282,250 | +4,459,885 |
| ELI LILLY AND CO | 9,752 | 10,191 | +439 | 7,440,776 | 10,952,064 | +3,511,288 |
| UNION PAC CORP | 23,412 | 35,234 | +11,822 | 5,533,894 | 8,150,329 | +2,616,435 |
| JOHNSON & JOHNSON COM | 107,445 | 108,347 | +902 | 19,922,525 | 22,422,493 | +2,499,968 |
| VINCI S A ADR | 0 | 70,389 | +70,389 | 0 | 2,477,693 | +2,477,693 |
| DASSAULT SYS S A SPONSORED ADR | 0 | 87,451 | +87,451 | 0 | 2,441,632 | +2,441,632 |
| DOVER CORP | 79,225 | 79,225 | 0 | 13,217,107 | 15,467,889 | +2,250,782 |
| THERMO FISHER SCIENTIFIC INC | 25,207 | 24,849 | -358 | 12,225,960 | 14,398,833 | +2,172,873 |
| VANGUARD INDEX FDS S&P 500 ETF | 7,421 | 10,588 | +3,167 | 4,544,731 | 6,639,968 | +2,095,237 |
| CHIPOTLE MEXICAN GRILL INC | 61,572 | 121,173 | +59,601 | 2,413,007 | 4,483,401 | +2,070,394 |
| JPMORGAN CHASE & CO | 66,191 | 70,363 | +4,172 | 20,878,627 | 22,672,366 | +1,793,739 |
| DANAHER CORP | 58,649 | 58,295 | -354 | 11,627,839 | 13,345,003 | +1,717,164 |
| TJX COS INC NEW | 59,299 | 66,856 | +7,557 | 8,571,077 | 10,269,750 | +1,698,673 |
| VISA INC-CLASS A SHARES | 54,939 | 57,678 | +2,739 | 18,755,076 | 20,228,251 | +1,473,175 |
| EXXON MOBIL CORP | 108,666 | 112,831 | +4,165 | 12,252,091 | 13,578,083 | +1,325,992 |
| TAIWAN SEMICONDUCTOR MFG CO AD | 58,908 | 58,054 | -854 | 16,452,415 | 17,642,030 | +1,189,615 |
| INVESCO NASDAQ 100 ETF | 0 | 4,150 | +4,150 | 0 | 1,049,618 | +1,049,618 |
| CATERPILLAR INC | 8,821 | 9,049 | +228 | 4,208,940 | 5,183,901 | +974,961 |
| SOUTHERN CROSS GOLD CONS LTD C | 396,600 | 396,600 | 0 | 2,121,413 | 3,049,854 | +928,441 |
| ACCENTURE PLC | 28,944 | 29,122 | +178 | 7,137,590 | 7,813,433 | +675,843 |
| WALMART INC | 65,685 | 66,764 | +1,079 | 6,769,496 | 7,438,177 | +668,681 |
| SUNRISE ENERGY METALS LTD | 0 | 122,250 | +122,250 | 0 | 643,850 | +643,850 |
| SPDR S&P 500 ETF TR TR UNIT | 20,613 | 21,068 | +455 | 13,731,968 | 14,366,691 | +634,723 |
| MOODY'S CORP | 16,300 | 16,299 | -1 | 7,766,397 | 8,326,114 | +559,717 |
| ASML HOLDING NV-NY REG SHS | 13,890 | 13,089 | -801 | 13,446,770 | 14,003,398 | +556,628 |
| GOLDMAN SACHS GROUP INC | 4,760 | 4,942 | +182 | 3,790,626 | 4,344,018 | +553,392 |
| BROADCOM INC | 15,308 | 16,160 | +852 | 5,050,262 | 5,592,976 | +542,714 |
| UNILEVER PLC SPON ADR NEW | 0 | 8,167 | +8,167 | 0 | 534,151 | +534,151 |
| THE COCA-COLA CO | 146,058 | 146,010 | -48 | 9,686,567 | 10,207,559 | +520,992 |
| VANGUARD TOTAL BOND MARKET ETF | 0 | 6,452 | +6,452 | 0 | 477,900 | +477,900 |
| VIKING HOLDINGS LTD | 0 | 6,350 | +6,350 | 0 | 453,453 | +453,453 |
| CONSTELLATION ENERGY | 21,075 | 20,838 | -237 | 6,935,150 | 7,361,440 | +426,290 |
| ANALOG DEVICES INC | 0 | 1,567 | +1,567 | 0 | 424,970 | +424,970 |
| SPDR GOLD TRUST | 5,256 | 5,782 | +526 | 1,868,350 | 2,291,464 | +423,114 |
| TOTALENERGIES SE -SPON ADR | 0 | 6,400 | +6,400 | 0 | 418,688 | +418,688 |
| BANK OF AMERICA CORP | 42,650 | 47,404 | +4,754 | 2,200,313 | 2,607,220 | +406,907 |
| WABTEC | 19,444 | 20,160 | +716 | 3,897,939 | 4,303,152 | +405,213 |
| GLOBAL X SILVER MINERS ETF | 0 | 4,750 | +4,750 | 0 | 396,720 | +396,720 |
| PARKER-HANNIFIN CORP COM | 0 | 443 | +443 | 0 | 389,379 | +389,379 |
| AMERIPRISE FINL INC | 2,566 | 3,302 | +736 | 1,260,547 | 1,619,103 | +358,556 |
| INTUITIVE SURGICAL INC | 1,796 | 2,016 | +220 | 803,225 | 1,141,782 | +338,557 |
| SALESFORCE INC | 9,719 | 9,910 | +191 | 2,303,403 | 2,625,258 | +321,855 |
| MCDONALD'S CORP | 25,117 | 26,021 | +904 | 7,632,805 | 7,952,798 | +319,993 |
| AMERICAN OVERSEAS ORDF | 0 | 240 | +240 | 0 | 312,000 | +312,000 |
| WOODWARD INC COM | 6,000 | 6,000 | 0 | 1,516,260 | 1,813,920 | +297,660 |
| HCA HEALTHCARE INC | 652 | 1,214 | +562 | 277,882 | 566,768 | +288,886 |
| CARDINAL HEALTH INC | 5,859 | 5,859 | 0 | 919,629 | 1,204,024 | +284,395 |
| SHOPIFY INC F CLASS A | 18,370 | 18,712 | +342 | 2,729,966 | 3,012,071 | +282,105 |
| MICRON TECHNOLOGY INC | 2,308 | 2,308 | 0 | 386,175 | 658,726 | +272,551 |
| CHUBB LTD | 9,189 | 9,171 | -18 | 2,593,595 | 2,862,453 | +268,858 |
| SYNOPSYS INC | 12,497 | 13,698 | +1,201 | 6,165,895 | 6,434,225 | +268,330 |
| EMERSON ELEC CO | 0 | 2,015 | +2,015 | 0 | 267,431 | +267,431 |
| Palantir Technologies, Inc. | 0 | 1,491 | +1,491 | 0 | 265,025 | +265,025 |
| COMPASS INC CLASS A | 102,160 | 102,160 | 0 | 820,345 | 1,079,831 | +259,486 |
| QNITY ELECTRONICS INC COMMON S | 0 | 3,035 | +3,035 | 0 | 247,808 | +247,808 |
| ISHARES MSCI CHINA ETF | 0 | 4,060 | +4,060 | 0 | 243,884 | +243,884 |
| US BANCORP DEL COM NEW | 0 | 4,544 | +4,544 | 0 | 242,468 | +242,468 |
| VANECK ETF TR GOLD MINERS ETF | 7,025 | 9,075 | +2,050 | 536,710 | 778,363 | +241,653 |
| ADVANCED MICRO DEVICE IN | 0 | 1,126 | +1,126 | 0 | 241,144 | +241,144 |
| ABBVIE INC | 50,968 | 52,693 | +1,725 | 11,801,131 | 12,039,824 | +238,693 |
| PEPSICO INC | 44,460 | 45,159 | +699 | 6,243,962 | 6,481,220 | +237,258 |
| GE AEROSPACE | 7,955 | 8,525 | +570 | 2,393,023 | 2,625,956 | +232,933 |
| BANK NEW YORK MELLON COR | 31,943 | 31,943 | 0 | 3,480,509 | 3,708,263 | +227,754 |
| AMPLIFY JUNIOR SILVER MINERS | 0 | 8,000 | +8,000 | 0 | 221,360 | +221,360 |
| STATE STR CORP | 0 | 1,703 | +1,703 | 0 | 219,704 | +219,704 |
| ISHARES MSCI EAFE ETF | 24,263 | 25,873 | +1,610 | 2,265,436 | 2,484,584 | +219,148 |
| VANECK JUNIOR GOLD MINERS | 3,150 | 4,650 | +1,500 | 311,944 | 529,077 | +217,133 |
| FORAN MINING CORPORATION | 92,875 | 128,175 | +35,300 | 260,979 | 471,812 | +210,833 |
| APPLIED MATLS INC | 3,908 | 3,924 | +16 | 800,124 | 1,008,429 | +208,305 |
| CENCORA INC | 8,010 | 8,027 | +17 | 2,503,365 | 2,711,119 | +207,754 |
| SPDR S&P MIDCAP 400 ETF TRST | 1,074 | 1,400 | +326 | 640,136 | 844,592 | +204,456 |
| MPLX LP LP | 0 | 3,800 | +3,800 | 0 | 202,806 | +202,806 |
| SPROTT PHYSICAL SILVER TRUST | 25,350 | 25,350 | 0 | 397,995 | 599,527 | +201,532 |
| ALPS ETF TR ALERIAN MLP ETF NE | 10,750 | 15,000 | +4,250 | 504,497 | 705,300 | +200,803 |
| United Parcel Service Cl B | 12,791 | 12,790 | -1 | 1,068,432 | 1,268,640 | +200,208 |
| GE VERNOVA INC | 2,017 | 2,188 | +171 | 1,240,253 | 1,430,011 | +189,758 |
| RTX CORP | 7,822 | 8,127 | +305 | 1,308,855 | 1,490,492 | +181,637 |
| WASTE MANAGEMENT INC | 42,220 | 43,237 | +1,017 | 9,323,528 | 9,499,498 | +175,970 |
| APOLLO GLOBAL MGMT INC NEW COM | 2,076 | 3,106 | +1,030 | 276,669 | 449,625 | +172,956 |
| PROGRESSIVE CORP OH | 1,296 | 2,148 | +852 | 320,047 | 489,143 | +169,096 |
| AMERICAN TOWER CORP | 463,703 | 508,885 | +45,182 | 89,179,361 | 89,344,939 | +165,578 |
| NEXTERA ENERGY INC | 29,013 | 29,339 | +326 | 2,190,191 | 2,355,335 | +165,144 |
| INTERCONTINENTAL EXCHANG | 5,009 | 6,196 | +1,187 | 843,916 | 1,003,504 | +159,588 |
| ATEX RES INC COM | 130,000 | 163,250 | +33,250 | 238,030 | 395,228 | +157,198 |
| ISHARES GOLD ETF | 18,680 | 18,680 | 0 | 1,359,344 | 1,516,256 | +156,912 |
| Cisco Systems Inc | 13,900 | 14,344 | +444 | 951,038 | 1,104,918 | +153,880 |