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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Portfolio Manager • Douglass Winthrop
Value
$6.5B
Stocks
46 Stocks
Turnover
0.0%
Top Holdings
GOOG(9.26%) NEW YORK STOCK EXCHANGE-BRKC(9.02%) AMZN(5.88%) MSFT(5.81%) AAPL(4.20%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| GOOG | None | Alphabet Inc. | Communication Services | $465.7M | 0 | 9.3% | 0 | No Change |
| NEW YORK STOCK EXCHANGE-BRKC | None | Berkshire Hathaway Inc. | Industrials | $453.2M | 0 | 9.0% | 0 | No Change |
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $295.4M | 0 | 5.9% | 0 | No Change |
| MSFT | None | Microsoft Corp. | Information Technology | $292.1M | 0 | 5.8% | 0 | No Change |
| AAPL | None | Apple | Information Technology | $211.2M | 0 | 4.2% | 0 | No Change |
| DE | None | Deere & Co. | Industrials | $203.3M | 0 | 4.0% | 0 | No Change |
| MA | None | Mastercard, Inc. | Financials | $200.1M | 0 | 4.0% | 0 | No Change |
| COST | None | Costco | Consumer Staples | $175.8M | 0 | 3.5% | 0 | No Change |
| UBER | None | Uber Technologies Inc | Information Technology | $162.4M | 0 | 3.2% | 0 | No Change |
| MKL | None | Markel Group Inc. | Financials | $157.0M | 0 | 3.1% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Industrials | 9 | $1149.7M | 22.9% |
| Information Technology | 6 | $928.5M | 18.5% |
| Financials | 8 | $787.3M | 15.7% |
| Communication Services | 2 | $570.8M | 11.4% |
| Consumer Discretionary | 2 | $406.8M | 8.1% |
| Materials | 3 | $362.0M | 7.2% |
| Consumer Staples | 4 | $351.7M | 7.0% |
| Health Care | 6 | $208.0M | 4.1% |
| Energy | 2 | $122.3M | 2.4% |
| General | 3 | $120.3M | 2.4% |
| Real Estate | 1 | $19.2M | 0.4% |