Douglass Winthrop Equity (S:0P0001JWYB)
67.96
-0.40
(-0.58%)
USD |
Sep 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 19, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Berkshire Hathaway, Inc. | 7.41% | 493.29 | 0.14% |
| Alphabet, Inc. | 7.18% | 330.34 | -0.85% |
| Amazon.com, Inc. | 5.55% | 239.12 | 0.39% |
| Microsoft Corp. | 4.74% | 459.86 | 0.70% |
| Martin Marietta Materials, Inc. | 4.64% | 651.66 | 1.67% |
| Uber Technologies, Inc. | 4.12% | 84.85 | 0.56% |
| Mastercard, Inc. | 4.07% | 539.49 | -0.58% |
| Markel Group, Inc. | 4.02% | 2059.51 | -1.18% |
| Fastenal Co. | 3.55% | 43.74 | 0.48% |
| Netflix, Inc. | 3.53% | 88.00 | -0.06% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |