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Douglass Winthrop Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Douglass Winthrop Advisors, LLC

报告期 2026-03-31 · CIK 0001308527

持仓数

303

前50大市值合计

$5.01B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BRK/B BERKSHIRE HATHAWAY INC

COM

$419.3M

874,970

8.4%

— ALPHABET INC

COM

$390.8M

1,362,278

7.8%

MSFT MICROSOFT CORP

COM

$264.7M

715,013

5.3%

AMZN AMAZON COM INC

COM

$257.3M

1,235,231

5.1%

— MASTERCARD INC

COM

$188.5M

377,294

3.8%

— COSTCO WHOLESALE CORP

COM

$188.1M

188,814

3.8%

AAPL APPLE INC COM

COM

$183.4M

722,635

3.7%

DE DEERE & CO

COM

$180.8M

321,034

3.6%

— UBER TECHNOLOGIES INC

COM

$161.8M

2,249,740

3.2%

MKL MARKEL GROUP INC

COM

$154.1M

80,498

3.1%

FAST FASTENAL CO COM

COM

$144.6M

3,116,146

2.9%

MLM MARTIN MARIETTA MATLS INC

COM

$129.0M

219,073

2.6%

— TEXAS PACIFIC LAND CORP

COM

$127.6M

268,886

2.5%

— AON PLC

COM

$127.3M

394,536

2.5%

GOOGL ALPHABET INC-CL A

COM

$120.5M

419,011

2.4%

TDG TRANSDIGM GROUP INC

COM

$119.1M

102,803

2.4%

SHW SHERWIN WILLIAMS CO

COM

$118.6M

370,122

2.4%

— NETFLIX INC

COM

$118.0M

1,226,753

2.4%

— S&P GLOBAL INC

COM

$108.3M

254,542

2.2%

— Linde PLC

COM

$104.8M

211,490

2.1%

CNI CANADIAN NATIONAL RAILWAY CO

COM

$98.1M

954,295

2.0%

— MONSTER BEVERAGE CORP

COM

$96.7M

1,334,076

1.9%

LSEGY LONDON STOCK EXCHANGE GROUP AD

COM

$94.0M

3,151,140

1.9%

BAM BROOKFIELD ASSET MANAGEMENT LT

COM

$93.5M

2,109,243

1.9%

CFRUY CIE FINANCIERE RICHEMONT SA

COM

$92.4M

5,229,318

1.8%

— AMERICAN TOWER CORP

COM

$86.8M

502,932

1.7%

NSRGY NESTLE S A

COM

$84.7M

854,265

1.7%

— FERRARI N V NEW F

COM

$84.1M

252,533

1.7%

BRK/A BERKSHIRE HATHAWAY INC-CL A

COM

$76.8M

107

1.5%

ROP ROPER TECHNOLOGIES INC

COM

$72.9M

205,930

1.5%

MTD METTLER-TOLEDO INTL INC

COM

$67.1M

53,235

1.3%

NKE NIKE INC CLASS B

COM

$65.2M

1,235,137

1.3%

CPRT COPART INC

COM

$51.9M

1,564,642

1.0%

AXP AMERICAN EXPRESS CO COM

COM

$39.1M

129,146

0.8%

PG PROCTER & GAMBLE COMPANY COM

COM

$36.7M

254,116

0.7%

— MERCK & CO. INC.

COM

$35.2M

292,328

0.7%

JNJ JOHNSON & JOHNSON COM

COM

$25.4M

103,834

0.5%

— TRANE TECHNOLOGIES PLC

COM

$24.9M

59,779

0.5%

NVDA NVIDIA CORP

COM

$21.2M

121,340

0.4%

— JPMORGAN CHASE & CO

COM

$20.7M

70,475

0.4%

— EXXON MOBIL CORP

COM

$19.1M

112,840

0.4%

TSM TAIWAN SEMICONDUCTOR MFG CO AD

COM

$17.6M

52,044

0.4%

V VISA INC-CLASS A SHARES

COM

$17.2M

56,777

0.3%

DOV DOVER CORP

COM

$16.1M

77,215

0.3%

— ASML HOLDING NV-NY REG SHS

COM

$13.9M

10,512

0.3%

TMO THERMO FISHER SCIENTIFIC INC

COM

$12.2M

24,843

0.2%

— ABBVIE INC

COM

$11.5M

52,875

0.2%

KO THE COCA-COLA CO

COM

$11.1M

146,410

0.2%

DHR DANAHER CORP

COM

$11.1M

58,283

0.2%

SPY SPDR S&P 500 ETF TR TR UNIT

COM

$11.0M

16,907

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

34%前 6 大占比

BRK/B8.4%ALPHABET INC7.8%MSFT5.3%AMZN5.1%MASTERCARD INC3.8%COSTCO WHOLESALE CORP3.8%