$1.48 Billion is the total value of Douglass Winthrop Advisors, LLC's 239 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MON | New | MONSANTO CO NEW COM | $710,000 | – | 6,752 | +100.0% | 0.05% | – |
| ZBH | New | ZIMMER BIOMET HLDGS INC COM | $400,000 | – | 3,876 | +100.0% | 0.03% | – |
| XRAY | New | DENTSPLY SIRONA INC COM | $242,000 | – | 4,195 | +100.0% | 0.02% | – |
| NUE | New | NUCOR CORP | $238,000 | – | 4,000 | +100.0% | 0.02% | – |
| UBS | New | UBS GROUP AG SHS ISIN#CH024476 | $235,000 | – | 15,000 | +100.0% | 0.02% | – |
| BDGE | New | BRIDGE BANCORP INC | $227,000 | – | 6,000 | +100.0% | 0.02% | – |
| SIVB | New | SVB FINL GROUP COM | $215,000 | – | 1,250 | +100.0% | 0.02% | – |
| AZO | New | AUTOZONE INC | $203,000 | – | 257 | +100.0% | 0.01% | – |
| KKR | New | KKR & CO L P DEL COM UNITS | $172,000 | – | 11,150 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL | 45 | Q2 2024 | 7.8% |
| MASTERCARD INCORPORATED | 45 | Q2 2024 | 4.8% |
| APPLE INC COM STK | 45 | Q2 2024 | 5.8% |
| MICROSOFT CORPORATION | 45 | Q2 2024 | 5.7% |
| NESTLE SA SPONSORED ADR REPSTG | 45 | Q2 2024 | 4.0% |
| MARKEL GROUP INC | 45 | Q2 2024 | 3.9% |
| CANADIAN NATL RY CO COM ISIN#C | 45 | Q2 2024 | 2.9% |
| BECTON DICKINSON & CO COM | 45 | Q2 2024 | 3.5% |
| COSTCO WHSL CORP NEW | 45 | Q2 2024 | 3.9% |
| DEERE & CO COM | 45 | Q2 2024 | 4.0% |
View Douglass Winthrop Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-08-07 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-11 |
View Douglass Winthrop Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.