Douglass Winthrop Advisors, LLC
CIK 1308527 · Holdings on Mar 31, 2025 · First reported May 14, 2025
Top ten holdings
Q1 2025- BRK.B8.77%
- MSFT4.47%
- GOOG4.34%
- MA3.96%
- AMZN3.90%
- COST3.50%
- NFLX3.41%
- UBER3.21%
- AAPL3.07%
- MKL2.98%
Share classes counted separately41.61%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AMTWeight increased · +1.74 pp0.02% → 1.76%Shares +419.51K (+7801.97%)
- GOOGWeight decreased · -1.12 pp5.46% → 4.34%Shares -13.04K (-0.89%)
- BRK.BWeight increased · +1.00 pp7.77% → 8.77%Shares -14.41K (-1.64%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL B View history and evidence | $461.14M | 8.77% | 865.86K shares | 7.77% → 8.77%+1.00 pp -14.41K (-1.64%) | Reduced | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $234.91M | 4.47% | 625.77K shares | 5.15% → 4.47%-0.68 pp -1.28K (-0.20%) | Reduced | ↗▾ |
| 03 | GOOGALPHABET INC-CL C View history and evidence | $228.01M | 4.34% | 1.46M shares | 5.46% → 4.34%-1.12 pp -13.04K (-0.89%) | Reduced | ↗▾ |
| 04 | MAMASTERCARD INC - A View history and evidence | $208.01M | 3.96% | 379.49K shares | 3.97% → 3.96%-0.01 pp -7.98K (-2.06%) | Reduced | ↗▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $205.23M | 3.90% | 1.08M shares | 4.58% → 3.90%-0.68 pp +6.80K (+0.63%) | Added | ↗▾ |
| 06 | COSTCOSTCO WHOLESALE CORP View history and evidence | $183.91M | 3.50% | 194.45K shares | 3.65% → 3.50%-0.15 pp -10.13K (-4.95%) | Reduced | ↗▾ |
| 07 | NFLXNETFLIX INC View history and evidence | $179.31M | 3.41% | 192.28K shares | 4.20% → 3.41%-0.79 pp -50.06K (-20.66%) | Reduced | ↗▾ |
| 08 | UBERUBER TECHNOLOGIES INC View history and evidence | $168.92M | 3.21% | 2.32M shares | 2.64% → 3.21%+0.57 pp +66.34K (+2.95%) | Added | ↗▾ |
| 09 | AAPLAPPLE INC View history and evidence | $161.44M | 3.07% | 726.78K shares | 3.67% → 3.07%-0.60 pp -26.99K (-3.58%) | Reduced | ↗▾ |
| 10 | MKLMARKEL GROUP INC View history and evidence | $156.43M | 2.98% | 83.67K shares | 2.98% → 2.98%+0.00 pp -5.06K (-5.70%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 24
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 084990175 1/100 BERKSHIRE HTWY A CLASS A | Non-derivative | -1,500 | -$10.21M | SEC filing ↗ | SEC filing ↗ |
| VYM VANGUARD HIGH DVD YIELD ETF | Non-derivative | -9,170 | -$1.17M | SEC filing ↗ | SEC filing ↗ |
| VLO VALERO ENERGY CORP | Non-derivative | -8,385 | -$1.03M | SEC filing ↗ | SEC filing ↗ |
3 / 24 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1308527 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5256808935
}Research all 282 reported holdings.
This page includes 30 of 282 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 282 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1308527","quarter":"2025Q1","page_size":100}
get_institutional_manager_history
{"cik":"1308527","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.