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Portfolio (Quarterly) Guide ↗

Douglass Winthrop Advisors, LLC

· CIK 0001308527
13F Portfolio $5.5B AUM 303 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 57 Added 112 Reduced 20 Exited
Page 14 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BABA ALIBABA GROUP HLDG LTD SPONSOR Consumer Cyclical 2,400.0 $301K 0.01% +150.0 +6.7% $125.46 +4.8%
262 ELV ELEVANCE HEALTH INC Healthcare 1,025.0 $300K 0.01% -100.0 -8.9% $292.75 +33.2%
263 A AGILENT TECHNOLOGIES INC Healthcare 2,562.0 $292K 0.01% $113.98 +0.7%
264 IJH ISHARES CORE S&P MIDCAP ETF 4,320.0 $292K 0.01% $67.53 +8.0%
265 VTI VANGUARD TOTAL STOCK MARKET ET 898.0 $288K 0.01% -2K -69.8% $320.83 +13.8%
266 DEO DIAGEO PLC F SPONSORED ADR 1 A Consumer Defensive 3,823.0 $285K 0.01% -1K -23.1% $74.45 +15.5%
267 C CITIGROUP INC COM NEW Financial Services 2,506.0 $284K 0.01% NEW $113.41 +10.4%
268 IWS ISHARES RUSSELL MID CAP VALUE 1,942.0 $283K 0.01% $145.74 +8.1%
269 SILJ AMPLIFY JUNIOR SILVER MINERS 9,500.0 $282K 0.01% +2K +18.8% $29.72 -1.7%
270 AMERICAN OVERSEAS ORDF 240.0 $277K 0.01% $1155.00
271 TROW PRICE T ROWE GROUP INC COM Financial Services 3,069.0 $277K 0.01% -7K -69.4% $90.14 +13.0%
272 ARKB ARK 21SHARES BITCOIN ETF SHS B Financial Services 12,200.0 $274K 0.01% $22.49 +14.5%
273 ICICI BK LTD F SPONSORED ADR 1 10,294.0 $267K 0.01% -568.0 -5.2% $25.90
274 EMR EMERSON ELEC CO Industrials 2,033.0 $266K 0.01% +18.0 +0.9% $131.02 +3.0%
275 PANW PALO ALTO NETWORKS INC Technology 1,648.0 $264K 0.01% -653.0 -28.4% $160.32 +57.8%
276 BLK BLACKROCK INC NEW Financial Services 273.0 $263K 0.01% +74.0 +37.2% $961.71 +10.6%
277 WBS WEBSTER FINL CORP Financial Services 3,700.0 $257K 0.01% $69.42 +5.3%
278 HYT BLACKROCK CORPORATE HIGH Financial Services 30,000.0 $256K 0.01% NEW $8.52 -0.2%
279 TRGP TARGA RES CORP Energy 999.0 $250K 0.01% NEW $250.73 +8.0%
280 EQIX Equinix Inc Real Estate 254.0 $249K 0.01% NEW $980.24 +10.0%
Page 14 of 16  ·  303 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 17.9%
Technology 15.8%
Financial Services 15.8%
Communication Services 14.1%
Consumer Cyclical 10.4%
Basic Materials 7.9%
Consumer Defensive 7.9%
Healthcare 4.5%
Energy 3.5%
Real Estate 1.9%