Douglass Winthrop Advisors, LLC

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CIK 1308527

13F portfolio (2026-Q1)

$5.5B

Positions

303

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

301

Top 5

27.8%

Top 10

43.7%

Effective N

33.1

HHI

0.030

This quarter

16 new · 0 exit →

By sector

Financials22.4%

Consumer Discretionary16.8%

Industrials14.7%

Information Technology12.3%

Communication Services11.7%

Unclassified7.9%

Materials6.3%

Health Care3.1%

Other4.7%

By market cap

Mega (>$200B)47.1%

Large ($10–200B)40.9%

Unknown11.9%

Mid ($2–10B)0.1%

Micro (<$300M)0.0%

Small ($300M–2B)0.0%

By region

North America89.8%

Other7.9%

Europe1.9%

Asia-Pacific0.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	17.19%	62
Specialty Retail	14.63%	15
Software & IT Services	9.63%	5
Commercial Services & Supplies	9.55%	15
Technology Hardware & Equipment	5.75%	10
Insurance	5.45%	12
Software	5.30%	10
Machinery	4.27%	14
Capital Markets	4.25%	11
Chemicals	3.87%	12
Aerospace & Defense	2.43%	8
Construction Materials	2.36%	1
Media & Entertainment	2.17%	2
Road & Rail	2.15%	5
Beverages	2.10%	4
Pharmaceuticals & Biotechnology	1.83%	14
Equity Real Estate Investment Trusts (REITs)	1.60%	3
Banks	1.30%	13
Life Sciences Tools & Services	1.23%	2
Semiconductors & Semiconductor Equipment	0.90%	12
Oil, Gas & Consumable Fuels	0.54%	11
Utilities	0.25%	11
Hotels, Restaurants & Leisure	0.25%	4
Distributors	0.21%	8
Electrical Equipment & Components	0.12%	5
Automobiles & Components	0.09%	1
Textiles, Apparel & Luxury Goods	0.08%	1
Metals & Mining	0.07%	2
Tobacco	0.07%	2
Food Products	0.07%	4
Health Care Equipment & Supplies	0.06%	3
Entertainment	0.06%	2
Health Care Providers & Services	0.04%	4
Communications Equipment	0.02%	2
Diversified Consumer Services	0.02%	1
Airlines	0.02%	2
Professional Services	0.01%	1
Construction & Engineering	0.01%	1
Real Estate Management & Development	0.01%	1
Transportation Infrastructure	0.01%	1
Marine	0.01%	1
Diversified Telecommunication Services	0.01%	1
Agricultural Products	0.01%	1
Paper & Forest Products	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	BRK.B	BERKSHIRE HATHAWAY INC	Financials	7.68%
2	GOOG	Alphabet Inc.	Communication Services	7.16%
3	MSFT	MICROSOFT CORP	Information Technology	4.85%
4	AMZN	AMAZON COM INC	Consumer Discretionary	4.71%
5	MA	Mastercard Inc	Financials	3.45%
6	COST	COSTCO WHOLESALE CORP /NEW	Consumer Discretionary	3.44%
7	AAPL	Apple Inc.	Information Technology	3.36%
8	DE	DEERE & CO	Industrials	3.31%
9	UBER	Uber Technologies, Inc	Industrials	2.96%
10	MKL	MARKEL GROUP INC.	Financials	2.82%

242/301 names classified · sector 92.1% of weight · industry 82.8% · mkt cap 88.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

FinancialsBRK.B, MA, MKL, AXP, JPM · other

Information TechnologyMSFT, AAPL, ROP, IBM, EMR · other

Consumer DiscretionaryCOST, AMZN, FAST, SHW, SBUX · other

IndustrialsCNI, DE, TDG, UBER, BA · other

Health CareBDX, MRK, NVS, MTD, AMGN · other

Communication ServicesGOOG, GOOGL, DIS, NFLX, CHTR · other

Consumer StaplesBF.B, DEO, KO, SJM, BUD · other

MaterialsNKE, MLM, ECL, CL, LIN · other

EnergyXOM, SLB, CVX, COP, SM · other

UtilitiesNEE, KMI, EPD, SO, CEG · other

Real EstateAMT, RYN, EQIX, WPC, COMP · other

UnclassifiedNSRGY, FRCB, TIFFANY & CO NEW, LIBERTY GLOBAL PLC, GOOGLE INC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 92.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (217 classified)Douglass Winthrop Advisors, LLC centroid (Large Core)

Consumer DiscretionaryFinancialsIndustrialsInformation TechnologyCommunication ServicesMaterialsHealth CareReal EstateConsumer StaplesEnergyUtilities

Style box summary for Douglass Winthrop Advisors, LLC: centroid Large Core. Heaviest cells: Large Growth 28.5%, Large Core 20.6%, Mid Core 11.7%.

Classified: 76.8% of book weight (217/301 names) · unclassified 23.2%: BRK.B, CNI, MNST, LSEGY, BAM, CFRUY, NSRGY, RACE, BRK.A, TSM +74 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 303 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	BRK.BBERKSHIRE HATHAWAY INC DEL	874,970	$419M	7.7%	HOLD
2	GOOGALPHABET INC	1,362,278	$391M	7.2%	TRIM −7%
3	MSFTMICROSOFT CORP	715,013	$265M	4.8%	ADD 3%
4	AMZNAMAZON COM INC	1,235,231	$257M	4.7%	ADD 3%
5	MAMASTERCARD INCORPORATED	377,294	$189M	3.5%	HOLD
6	COSTCOSTCO WHSL CORP NEW	188,814	$188M	3.4%	HOLD
7	AAPLAPPLE INC	722,635	$183M	3.4%	HOLD
8	DEDEERE & CO	321,034	$181M	3.3%	HOLD
9	UBERUBER TECHNOLOGIES INC	2,249,740	$162M	3.0%	HOLD
10	MKLMARKEL GROUP INC	80,498	$154M	2.8%	HOLD
11	FASTFASTENAL CO	3,116,146	$145M	2.6%	HOLD
12	MLMMARTIN MARIETTA MATLS INC	219,073	$129M	2.4%	TRIM −2%
13	TPLTEXAS PACIFIC LAND CORPORATI	268,886	$128M	2.3%	TRIM −19%
14	AONAON PLC	394,536	$127M	2.3%	HOLD
15	GOOGLALPHABET INC	419,011	$120M	2.2%	TRIM −5%
16	TDGTRANSDIGM GROUP INC	102,803	$119M	2.2%	HOLD
17	SHWSHERWIN WILLIAMS CO	370,122	$119M	2.2%	TRIM −3%
18	NFLXNETFLIX INC	1,226,753	$118M	2.2%	ADD 52%
19	SPGIS&P GLOBAL INC	254,542	$108M	2.0%	ADD 7%
20	LINLINDE PLC	211,490	$105M	1.9%	ADD 4%
21	CNICANADIAN NATL RY CO	954,295	$98M	1.8%	TRIM −5%
22	MNSTMONSTER BEVERAGE CORP NEW	1,334,076	$97M	1.8%	TRIM −14%
23	LSEGYLONDON STOCK EXCHANGE ADR	3,151,140	$94M	1.7%	NEW
24	BAMBROOKFIELD ASSET MANAGMT LTD	2,109,243	$93M	1.7%	TRIM −8%
25	CFRUYCOMPAGNIE FIN RICHEMONTAG SWI	5,229,318	$92M	1.7%	TRIM −2%
26	AMTAMERICAN TOWER CORP	502,932	$87M	1.6%	HOLD
27	NSRGYNESTLE S A SPONSORED ADR	854,265	$85M	1.6%	TRIM −10%
28	RACEFERRARI N V	252,533	$84M	1.5%	NEW
29	BRK.ABERKSHIRE HATHAWAY INC DEL	107	$77M	1.4%	HOLD
30	ROPROPER TECHNOLOGIES INC	205,930	$73M	1.3%	HOLD
31	MTDMETTLER TOLEDO INTERNATIONAL	53,235	$67M	1.2%	ADD 10%
32	NKENIKE INC	1,235,137	$65M	1.2%	HOLD
33	CPRTCOPART INC	1,564,642	$52M	1.0%	ADD 306%
34	AXPAMERICAN EXPRESS CO	129,146	$39M	0.7%	TRIM −2%
35	PGPROCTER AND GAMBLE CO	254,116	$37M	0.7%	HOLD
36	MRKMERCK & CO INC	292,328	$35M	0.6%	TRIM −5%
37	JNJJOHNSON & JOHNSON	103,834	$25M	0.5%	TRIM −4%
38	TTTRANE TECHNOLOGIES PLC	59,779	$25M	0.5%	HOLD
39	NVDANVIDIA CORPORATION	121,340	$21M	0.4%	ADD 16%
40	JPMJPMORGAN CHASE & CO	70,475	$21M	0.4%	HOLD
41	XOMEXXON MOBIL CORP	112,840	$19M	0.4%	HOLD
42	TSMTAIWAN SEMICONDUCTOR MFG LTD	52,044	$18M	0.3%	TRIM −10%
43	VVISA INC	56,777	$17M	0.3%	HOLD
44	DOVDOVER CORP	77,215	$16M	0.3%	TRIM −3%
45	ASMLASML HOLDING N V	10,512	$14M	0.3%	TRIM −20%
46	TMOTHERMO FISHER SCIENTIFIC INC	24,843	$12M	0.2%	HOLD
47	ABBVABBVIE INC	52,875	$11M	0.2%	HOLD
48	KOCOCA COLA CO	146,410	$11M	0.2%	HOLD
49	DHRDANAHER CORP DEL	58,283	$11M	0.2%	HOLD
50	SPYSTATE STR SPDR S&P 500 ETF T	16,907	$11M	0.2%	TRIM −20%
51	TJXTJX COS INC NEW	66,615	$11M	0.2%	HOLD
52	WMWASTE MGMT INC DEL	44,581	$10M	0.2%	ADD 3%
53	SBGSYSCHNEIDER ELECTRIC SE UNSPONSORD ADR	185,353	$10M	0.2%	HOLD
54	UNPUNION PAC CORP	40,908	$10M	0.2%	ADD 16%
55	LLYELI LILLY & CO	10,101	$9M	0.2%	HOLD
56	MELIMERCADOLIBRE INC	5,095	$9M	0.2%	ADD 6%
57	WMTWALMART INC	66,624	$8M	0.2%	HOLD
58	MCDMCDONALDS CORP	26,032	$8M	0.1%	HOLD
59	HDHOME DEPOT INC	23,195	$8M	0.1%	HOLD
60	MCOMOODYS CORP	17,189	$7M	0.1%	ADD 5%
61	EADSYAIRBUS SE UNSPONSORED ADR	153,616	$7M	0.1%	ADD 6%
62	INTUINTUIT	16,023	$7M	0.1%	ADD 25%
63	PEPPEPSICO INC	43,819	$7M	0.1%	TRIM −3%
64	LRLCYL OREAL CO ADR	81,710	$7M	0.1%	TRIM −2%
65	SNPSSYNOPSYS INC	16,641	$7M	0.1%	ADD 21%
66	CPNGCOUPANG INC	344,980	$7M	0.1%	TRIM −89%
67	NSCNORFOLK SOUTHN CORP	22,075	$6M	0.1%	ADD 28%
68	CATCATERPILLAR INC	8,911	$6M	0.1%	HOLD
69	URIUNITED RENTALS INC	8,622	$6M	0.1%	TRIM −6%
70	CEGCONSTELLATION ENERGY CORP	22,069	$6M	0.1%	ADD 6%
71	VOOVANGUARD INDEX FDS	9,913	$6M	0.1%	TRIM −6%
72	ACNACCENTURE PLC IRELAND	28,116	$6M	0.1%	TRIM −3%
73	IBMINTERNATIONAL BUSINESS MACHS	22,729	$6M	0.1%	HOLD
74	WABWABTEC	21,621	$5M	0.1%	ADD 7%
75	CARRCARRIER GLOBAL CORPORATION	94,701	$5M	0.1%	ADD 12%
76	ADPAUTOMATIC DATA PROCESSING IN	25,817	$5M	0.1%	TRIM −5%
77	AJGGALLAGHER ARTHUR J & CO	23,896	$5M	0.1%	TRIM −3%
78	CVXCHEVRON CORP NEW	24,549	$5M	0.1%	HOLD
79	AVGOBROADCOM INC	16,153	$5M	0.1%	HOLD
80	ABTABBOTT LABS	48,291	$5M	0.1%	HOLD
81	TSLATESLA INC	12,870	$5M	0.1%	HOLD
82	BF.BBROWN FORMAN CORP	180,948	$5M	0.1%	TRIM −7%
83	METAMETA PLATFORMS INC	8,130	$5M	0.1%	TRIM −12%
84	VRSKVERISK ANALYTICS INC	24,425	$5M	0.1%	ADD 65%
85	CTASCINTAS CORP	25,440	$4M	0.1%	HOLD
86	VCISYVINCI S A ADR	112,852	$4M	0.1%	ADD 60%
87	GSGOLDMAN SACHS GROUP INC	4,915	$4M	0.1%	HOLD
88	BNYBANK NEW YORK MELLON CORP	32,343	$4M	0.1%	HOLD
89	BALLBALL CORP	62,160	$4M	0.1%	TRIM −9%
90	GLWCORNING INC	26,687	$4M	0.1%	ADD 3%
91	CITHE CIGNA GROUP	13,333	$4M	0.1%	HOLD
92	DASTYDASSAULT SYS S A SPONSORED ADR	167,696	$3M	0.1%	ADD 92%
93	CNMCORE & MAIN INC	66,666	$3M	0.1%	TRIM −4%
94	ALLEALLEGION PLC	22,193	$3M	0.1%	HOLD
95	CMGCHIPOTLE MEXICAN GRILL INC	98,812	$3M	0.1%	TRIM −18%
96	AMGNAMGEN INC	8,949	$3M	0.1%	TRIM −4%
97	ZTSZOETIS INC	26,515	$3M	0.1%	TRIM −17%
98	IRINGERSOLL RAND INC	39,032	$3M	0.1%	HOLD
99	PMPHILIP MORRIS INTL INC	18,407	$3M	0.1%	HOLD
100	CETCENTRAL SECS CORP	59,439	$3M	0.1%	HOLD
101	MCKMCKESSON CORP	3,262	$3M	0.1%	ADD 111%
102	CBCHUBB LIMITED	8,346	$3M	0.0%	TRIM −9%
103	NEENEXTERA ENERGY INC	28,533	$3M	0.0%	TRIM −3%
104	SXGCFSOUTHERN CROSS GOLD CONS LTD C	409,700	$3M	0.0%	ADD 3%
105	CORCENCORA INC	7,887	$2M	0.0%	HOLD
106	SAPSAP SE	14,010	$2M	0.0%	HOLD
107	BACBANK AMERICA CORP	47,452	$2M	0.0%	HOLD
108	GLDSPDR GOLD TR	5,271	$2M	0.0%	TRIM −9%
109	EFAISHARES TR	23,147	$2M	0.0%	TRIM −11%
110	SHOPSHOPIFY INC	18,712	$2M	0.0%	HOLD
111	NOCNORTHROP GRUMMAN CORP	3,176	$2M	0.0%	HOLD
112	WWDWOODWARD INC	6,000	$2M	0.0%	HOLD
113	VGTVANGUARD WORLD FD	3,070	$2M	0.0%	TRIM −4%
114	GEGE AEROSPACE	7,431	$2M	0.0%	TRIM −13%
115	MKCMCCORMICK & CO INC	41,450	$2M	0.0%	HOLD
116	DISDISNEY WALT CO	21,547	$2M	0.0%	TRIM −3%
117	ORCLORACLE CORP	14,013	$2M	0.0%	HOLD
118	TSCOTRACTOR SUPPLY CO	45,109	$2M	0.0%	TRIM −97%
119	CSXCSX CORP	49,032	$2M	0.0%	HOLD
120	GEVGE VERNOVA INC	2,277	$2M	0.0%	ADD 4%
121	VUGVANGUARD INDEX FDS	4,456	$2M	0.0%	HOLD
122	BMYBRISTOL-MYERS SQUIBB CO	31,478	$2M	0.0%	HOLD
123	SBUXSTARBUCKS CORP	20,979	$2M	0.0%	TRIM −22%
124	LOWLOWES COS INC	7,778	$2M	0.0%	HOLD
125	TRVTRAVELERS COMPANIES INC	6,153	$2M	0.0%	HOLD
126	HONHONEYWELL INTL INC	7,683	$2M	0.0%	TRIM −2%
127	IAUISHARES GOLD TR	18,680	$2M	0.0%	HOLD
128	BXBLACKSTONE INC	14,286	$2M	0.0%	TRIM −6%
129	CRMSALESFORCE INC	8,680	$2M	0.0%	TRIM −12%
130	AMEAMETEK INC	7,478	$2M	0.0%	HOLD
131	MMM3M CO	10,920	$2M	0.0%	TRIM −27%
132	RTXRTX CORPORATION	8,173	$2M	0.0%	HOLD
133	NVSNOVARTIS AG	9,838	$2M	0.0%	HOLD
134	AMPAMERIPRISE FINL INC	3,302	$1M	0.0%	HOLD
135	BPBP PLC	30,669	$1M	0.0%	HOLD
136	PFEPFIZER INC	49,205	$1M	0.0%	TRIM −5%
137	EFXEQUIFAX INC	7,650	$1M	0.0%	HOLD
138	JYNTJOINT CORP	149,100	$1M	0.0%	HOLD
139	NOWSERVICENOW INC	12,605	$1M	0.0%	ADD 28%
140	AMATAPPLIED MATLS INC	3,799	$1M	0.0%	TRIM −3%
141	VIGVANGUARD SPECIALIZED FUNDS	6,000	$1M	0.0%	TRIM −10%
142	UPSUNITED PARCEL SERVICE INC	12,790	$1M	0.0%	HOLD
143	WFCWELLS FARGO CO NEW	15,712	$1M	0.0%	HOLD
144	CAHCARDINAL HEALTH INC	5,859	$1M	0.0%	HOLD
145	UNHUNITEDHEALTH GROUP INC	4,310	$1M	0.0%	ADD 124%
146	VSTVISTRA CORP	7,695	$1M	0.0%	HOLD
147	NTRSNORTHERN TR CORP	8,000	$1M	0.0%	TRIM −3%
148	LMTLOCKHEED MARTIN CORP	1,722	$1M	0.0%	TRIM −3%
149	XYZBLOCK INC	17,182	$1M	0.0%	HOLD
150	ITWILLINOIS TOOL WKS INC	3,962	$1M	0.0%	ADD 3%
151	STUBSTUBHUB HLDGS INC	158,654	$990,001	0.0%	NEW
152	ANETARISTA NETWORKS INC	8,018	$984,450	0.0%	HOLD
153	VEAVANGUARD TAX-MANAGED FDS	15,285	$979,463	0.0%	HOLD
154	CSCOCISCO SYS INC	12,597	$977,401	0.0%	TRIM −12%
155	EPDENTERPRISE PRODS PARTNERS L	25,776	$975,364	0.0%	HOLD
156	GHCGRAHAM HLDGS CO	895	$946,248	0.0%	HOLD
157	OKEONEOK INC NEW	10,455	$945,027	0.0%	HOLD
158	SREMFSUNRISE ENERGY METALS LTD	156,925	$944,455	0.0%	ADD 28%
159	ICEINTERCONTINENTAL EXCHANGE IN	5,976	$939,905	0.0%	TRIM −4%
160	ISRGINTUITIVE SURGICAL INC	2,035	$938,115	0.0%	HOLD
161	IDXXIDEXX LABS INC	1,656	$930,490	0.0%	HOLD
162	BABOEING CO	4,599	$915,339	0.0%	TRIM −3%
163	INTCINTEL CORP	20,200	$891,426	0.0%	TRIM −3%
164	AESAES Corp.	62,242	$876,990	0.0%	HOLD
165	MOALTRIA GROUP INC	13,236	$873,444	0.0%	TRIM −4%
166	MSMORGAN STANLEY	5,306	$873,290	0.0%	HOLD
167	ADMARCHER DANIELS MIDLAND CO	12,000	$872,280	0.0%	HOLD
168	ROLROLLINS INC	16,312	$871,224	0.0%	HOLD
169	TFCTRUIST FINL CORP	18,865	$867,224	0.0%	HOLD
170	MDYSPDR S&P MIDCAP 400 ETF TR	1,400	$863,464	0.0%	HOLD
171	ETNEATON CORP PLC	2,359	$843,744	0.0%	TRIM −10%
172	GDXVANECK ETF TRUST GOLD MINERS ETF	9,075	$832,813	0.0%	HOLD
173	GILDGILEAD SCIENCES INC	5,967	$831,621	0.0%	HOLD
174	APDAIR PRODS & CHEMS INC	2,720	$790,133	0.0%	HOLD
175	AMLPALPS ETF TR	15,000	$789,600	0.0%	HOLD
176	PAYXPAYCHEX INC	8,542	$786,889	0.0%	HOLD
177	MUMICRON TECHNOLOGY INC	2,308	$779,735	0.0%	HOLD
178	PWRQUANTA SVCS INC	1,396	$766,432	0.0%	HOLD
179	COMPCOMPASS INC	101,860	$744,597	0.0%	HOLD
180	SHELSHELL PLC	7,852	$730,236	0.0%	HOLD
181	DGXQUEST DIAGNOSTICS INC	3,686	$722,382	0.0%	HOLD
182	IWBISHARES TR	1,990	$709,554	0.0%	HOLD
183	IBITISHARES BITCOIN TRUST ETF	18,213	$699,743	0.0%	HOLD
184	MPCMARATHON PETE CORP	2,854	$696,890	0.0%	HOLD
185	ORLYOREILLY AUTOMOTIVE INC	7,545	$696,479	0.0%	TRIM −19%
186	BKNGBOOKING HOLDINGS INC	163	$686,282	0.0%	HOLD
187	CMICUMMINS INC	1,242	$668,221	0.0%	ADD 4%
188	CSLCARLISLE COS INC	2,000	$667,240	0.0%	HOLD
189	SYKSTRYKER CORPORATION	2,028	$666,381	0.0%	TRIM −22%
190	MSIMOTOROLA SOLUTIONS INC	1,506	$653,559	0.0%	HOLD
191	DALDELTA AIR LINES INC	9,578	$636,745	0.0%	HOLD
192	BNPQYBNP Paribas SA	13,120	$624,381	0.0%	TRIM −62%
193	GELGENESIS ENERGY L P	35,000	$624,050	0.0%	HOLD
194	PSLVSPROTT ASSET MANAGEMENT LP	25,350	$618,286	0.0%	HOLD
195	RPMRPM INTL INC	6,150	$611,310	0.0%	HOLD
196	GDXJVANECK ETF TRUST	5,065	$608,003	0.0%	ADD 9%
197	MDLZMONDELEZ INTL INC	10,492	$604,759	0.0%	HOLD
198	RSGREPUBLIC SVCS INC	2,754	$603,181	0.0%	HOLD
199	ECLECOLAB INC	2,236	$594,821	0.0%	ADD 3%
200	NXPINXP SEMICONDUCTORS N V	3,000	$590,580	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BRK.BBERKSHIRE HATHAWAY INC DEL

880K

866K

870K

885K

879K

875K

$419M

GOOGALPHABET INC

1.5M

1.4M

$391M

MSFTMICROSOFT CORP

627K

626K

637K

658K

696K

715K

$265M

AMZNAMAZON COM INC

1.1M

1.2M

$257M

MAMASTERCARD INCORPORATED

387K

379K

381K

387K

378K

377K

$189M

COSTCOSTCO WHSL CORP NEW

205K

194K

191K

189K

$188M

AAPLAPPLE INC

754K

727K

699K

736K

732K

723K

$183M

DEDEERE & CO

277K

280K

287K

309K

321K

$181M

UBERUBER TECHNOLOGIES INC

2.3M

2.2M

$162M

MKLMARKEL GROUP INC

89K

84K

82K

80K

$154M

FASTFASTENAL CO

1.6M

3.3M

3.2M

3.1M

$145M

MLMMARTIN MARIETTA MATLS INC

198K

222K

230K

232K

224K

219K

$129M

TPLTEXAS PACIFIC LAND CORPORATI

99K

103K

109K

331K

269K

$128M

AONAON PLC

372K

368K

397K

402K

393K

395K

$127M

GOOGLALPHABET INC

354K

346K

425K

424K

443K

419K

$120M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Douglass Winthrop Advisors, LLC