Douglass Winthrop Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Douglass Winthrop Advisors, LLC reported 308 stock positions worth $5.8 billion. Its top holding was Alphabet Class C (GOOG) at 8.0% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 7.8%) and Amazon.com (AMZN, 5.1%). Compared with Q1 2026, it opened 22 new positions, sold out of 18, added to 102 and reduced 101. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +258%) and the biggest sale Roper Technologies (ROP, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001308527
- Portfolio Value
- $5.8B (Q2 2026)
- SEC Filing
- 0001308527-26-000003 ↗ filed Aug 13, 2026
Holdings Value
Holdings 308 stocks · $5.8B
| GOOG Alphabet Inc. Class C | 8.03% | 1,317,984 | $465.7M | Reduce -3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 7.82% | 905,642 | $453.2M | Add +3.5% |
| AMZN Amazon.com Inc. | 5.10% | 1,239,568 | $295.4M | Add +0.3% |
| MSFT Microsoft Corp. | 5.04% | 782,942 | $292.1M | Add +9.5% |
| AAPL Apple Inc. | 3.64% | 729,750 | $211.2M | Add +1.0% |
| DE Deere & Co. | 3.51% | 320,538 | $203.3M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 3.45% | 389,555 | $200.1M | Add +3.3% |
| COST Costco Wholesale Corp. | 3.03% | 187,973 | $175.8M | Reduce -0.5% |
| UBER Uber Technologies Inc. | 2.80% | 2,250,320 | $162.4M | Add +0.0% |
| MKL Markel Group Inc. | 2.71% | 80,373 | $157.0M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 2.66% | 430,657 | $153.9M | Add +2.8% |
| FAST Fastenal Co. | 2.58% | 3,109,517 | $149.4M | Reduce -0.2% |
| TDG Transdigm Group Inc. | 2.42% | 105,306 | $140.3M | Add +2.4% |
| AON Aon PLC Class A | 2.29% | 400,635 | $132.9M | Add +1.6% |
| MNST Monster Beverage Corp. | 2.17% | 1,305,722 | $125.5M | Reduce -2.1% |
| MLM Martin Marietta Materials | 2.16% | 217,073 | $125.2M | Reduce -0.9% |
| SHW The Sherwin-Williams Co. | 2.16% | 363,117 | $125.0M | Reduce -1.9% |
| CFRUY Cie Financiere Rich-Unsp ADR filed as COMPAGNIE FINANCIERE RICHEMONT | 2.06% | 5,175,170 | $119.6M | Reduce -1.0% |
| SPGI S&P Global Inc. | 2.01% | 286,307 | $116.6M | Add +12.5% |
| LIN Linde PLC | 1.93% | 215,395 | $111.8M | Add +1.9% |
| CNI Canadian Natl Railway Co. | 1.93% | 936,884 | $111.7M | Reduce -1.8% |
| RACE Ferrari NV | 1.92% | 299,022 | $111.3M | Add +18.4% |
| TPL Texas Pacific Land Corp. | 1.84% | 243,355 | $106.5M | Reduce -9.5% |
| NFLX Netflix Inc. | 1.81% | 1,472,507 | $105.1M | Add +20.0% |
| BAM Brookfield Asset Mgmt-A | 1.62% | 2,095,371 | $94.0M | Reduce -0.7% |
| LSEGY London Stock Ex Grp ADR Spon | 1.56% | 3,350,796 | $90.7M | Add +6.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.54% | 186,555 | $89.1M | Add +258.5% |
| MTD Mettler-Toledo International | 1.53% | 69,514 | $88.8M | Add +30.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.40% | 108 | $80.9M | Add +0.9% |
| NSRGY Nestle SA-Spons ADR | 0.87% | 492,594 | $50.6M | Reduce -42.3% |
| AXP American Express Co. | 0.75% | 129,267 | $43.7M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.67% | 263,538 | $38.6M | Add +3.7% |
| MRK Merck & Co. Inc. | 0.65% | 291,325 | $37.4M | Reduce -0.3% |
| CPRT Copart Inc. | 0.58% | 1,200,169 | $33.8M | Reduce -23.3% |
| TT Trane Technologies PLC | 0.50% | 59,555 | $29.3M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.47% | 22,774 | $27.3M | Add +125.5% |
| JNJ Johnson & Johnson | 0.46% | 104,526 | $26.5M | Add +0.7% |
| NVDA Nvidia Corp. | 0.43% | 125,808 | $25.2M | Add +3.7% |
| JPM JPMorgan Chase & Co. | 0.41% | 72,324 | $23.7M | Add +2.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.34% | 10,003 | $19.9M | Reduce -4.8% |
| V Visa Inc. Class A | 0.33% | 56,482 | $19.4M | Reduce -0.5% |
| AMT American Tower Corp. | 0.33% | 117,375 | $19.2M | Reduce -76.7% |
| DOV Dover Corp. | 0.30% | 77,215 | $17.3M | No change |
| XOM Exxon Mobil Corp. | 0.27% | 115,677 | $15.8M | Add +2.5% |
| ABBV Abbvie Inc. | 0.27% | 61,088 | $15.4M | Add +15.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 19,088 | $14.3M | Add +12.9% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 25,062 | $12.6M | Add +0.9% |
| SBGSY Schneider Elect SE-Unsp ADR | 0.20% | 181,286 | $11.8M | Reduce -2.2% |
| KO The Coca-Cola Co. | 0.20% | 144,230 | $11.7M | Reduce -1.5% |
| UNP Union Pacific Corp. | 0.20% | 42,118 | $11.5M | Add +3.0% |
| DHR Danaher Corp. | 0.19% | 58,291 | $11.1M | Add +0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 67,072 | $10.2M | Add +0.7% |
| WMT Walmart Inc. | 0.17% | 89,255 | $10.1M | Add +34.0% |
| WM Waste Management Inc. | 0.17% | 44,409 | $9.9M | Reduce -0.4% |
| HD Home Depot Inc. | 0.17% | 27,280 | $9.6M | Add +17.6% |
| URI United Rentals Inc. | 0.17% | 8,488 | $9.6M | Reduce -1.6% |
| CAT Caterpillar Inc. | 0.16% | 8,915 | $9.5M | Add +0.0% |
| MELI MercadoLibre Inc. | 0.16% | 5,331 | $9.0M | Add +4.6% |
| ADP Automatic Data Processing | 0.15% | 39,867 | $8.9M | Add +54.4% |
| VOO Vanguard S&P 500 ETF | 0.15% | 12,431 | $8.5M | Add +25.4% |
| MCD McDonald's Corp. | 0.15% | 31,302 | $8.5M | Add +20.2% |
| EADSY Airbus SE - Unsp ADR | 0.15% | 151,349 | $8.4M | Reduce -1.5% |
| AVGO Broadcom Inc. | 0.14% | 20,803 | $7.9M | Add +28.8% |
| MCO Moody's Corp. | 0.13% | 17,013 | $7.7M | Reduce -1.0% |
| SNPS Synopsys Inc. | 0.13% | 16,621 | $7.4M | Reduce -0.1% |
| LRLCY L'oreal-Unsponsored ADR | 0.12% | 80,205 | $7.0M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 0.12% | 12,474 | $7.0M | Add +53.4% |
| CARR Carrier Global Corp. | 0.12% | 93,538 | $6.9M | Reduce -1.2% |
| GLW Corning Inc. | 0.12% | 26,705 | $6.8M | Add +0.1% |
| CEG Constellation Energy | 0.12% | 27,352 | $6.8M | Add +23.9% |
| PEP Pepsico Inc. | 0.12% | 49,731 | $6.7M | Add +13.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 22,164 | $6.2M | Reduce -2.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.10% | 118,962 | $6.0M | New |
| WAB Wabtec Corp. | 0.10% | 21,301 | $5.7M | Reduce -1.5% |
| CVX Chevron Corp. | 0.10% | 33,856 | $5.6M | Add +37.9% |
| CPNG Coupang Inc. | 0.10% | 319,584 | $5.6M | Reduce -7.4% |
| NSC Norfolk Southern Corp. | 0.10% | 17,607 | $5.5M | Reduce -20.2% |
| TSLA Tesla Inc. | 0.09% | 12,951 | $5.4M | Add +0.6% |
| AMD Advanced Micro Devices | 0.09% | 9,337 | $5.4M | Add +729.2% |
| ABT Abbott Laboratories | 0.09% | 54,696 | $5.0M | Add +13.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.09% | 21,475 | $4.9M | Reduce -10.1% |
| GS Goldman Sachs Group Inc. | 0.08% | 4,855 | $4.9M | Reduce -1.2% |
| BF.B Brown-Forman Corp. Class B | 0.08% | 178,823 | $4.8M | Reduce -1.2% |
| BNY Bank of New York Mellon Corp. | 0.08% | 31,918 | $4.6M | Reduce -1.3% |
| VRSK Verisk Analytics Inc. | 0.08% | 25,657 | $4.6M | Add +5.0% |
| CTAS Cintas Corp. | 0.07% | 25,440 | $4.3M | No change |
| EFA iShares MSCI Eafe ETF | 0.07% | 39,664 | $4.1M | Add +71.4% |
| VCISY Vinci S.A.-Unspons ADR | 0.07% | 111,421 | $4.1M | Reduce -1.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.07% | 13,260 | $4.0M | Add +824.0% |
| NEE Nextera Energy Inc. | 0.07% | 44,356 | $3.9M | Add +55.5% |
| ROP Roper Technologies Inc. | 0.07% | 11,321 | $3.8M | Reduce -94.5% |
| BALL Ball Corp. | 0.06% | 58,080 | $3.6M | Reduce -6.6% |
| APH Amphenol Corp. Class A | 0.06% | 20,460 | $3.6M | Add +474.7% |
| ACN Accenture PLC Class A | 0.06% | 27,266 | $3.4M | Reduce -3.0% |
| CI The Cigna Group | 0.06% | 12,139 | $3.3M | Reduce -9.0% |
| AMGN Amgen Inc. | 0.06% | 8,961 | $3.2M | Add +0.1% |
| CET Central Securities Corp. | 0.06% | 61,439 | $3.2M | Add +3.4% |
| PM Philip Morris International | 0.06% | 17,696 | $3.2M | Reduce -3.9% |
| IR Ingersoll-Rand Inc. | 0.06% | 39,032 | $3.2M | No change |
| CNM Core & Main Inc. Class A | 0.06% | 66,196 | $3.2M | Reduce -0.7% |
Portfolio Sells Q1 2026 → Q2 2026
| ROP Roper Technologies Inc. | Reduce -94.5% | 0.07% | −1.27 |
| AMT American Tower Corp. | Reduce -76.7% | 0.33% | −1.26 |
| NKE Nike Inc. Class B | Reduce -99.2% | 0.01% | −1.19 |
| NSRGY Nestle SA-Spons ADR | Reduce -42.3% | 0.87% | −0.68 |
| TPL Texas Pacific Land Corp. | Reduce -9.5% | 1.84% | −0.50 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 3.03% | −0.41 |
| CPRT Copart Inc. | Reduce -23.3% | 0.58% | −0.37 |
| MLM Martin Marietta Materials | Reduce -0.9% | 2.16% | −0.20 |
| MKL Markel Group Inc. | Reduce -0.2% | 2.71% | −0.11 |
| INTU Intuit Inc. | Reduce -80.3% | 0.01% | −0.11 |
| BAM Brookfield Asset Mgmt-A | Reduce -0.7% | 1.62% | −0.09 |
| FAST Fastenal Co. | Reduce -0.2% | 2.58% | −0.07 |
| DASTY Dassault Systemes S-Spon ADR | Sold out | 0.00% | −0.06 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.06 |
| ACN Accenture PLC Class A | Reduce -3.0% | 0.06% | −0.04 |
| ZTS Zoetis Inc. | Reduce -48.1% | 0.02% | −0.04 |
| MCK McKesson Corp. | Reduce -49.8% | 0.02% | −0.03 |
| CPNG Coupang Inc. | Reduce -7.4% | 0.10% | −0.02 |
| TSCO Tractor Supply Company | Reduce -35.0% | 0.02% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -20.2% | 0.10% | −0.02 |
| WM Waste Management Inc. | Reduce -0.4% | 0.17% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -1.9% | 2.16% | −0.02 |
| IAU iShares Gold Trust | Reduce -34.8% | 0.02% | −0.01 |
| FMCXF Foran Mining Corporation | Sold out | 0.00% | −0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -10.1% | 0.09% | −0.01 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -12.5% | 0.03% | −0.01 |
| CRM Salesforce Inc. | Reduce -5.5% | 0.02% | −0.01 |
| VCISY Vinci S.A.-Unspons ADR | Reduce -1.3% | 0.07% | −0.01 |
| CI The Cigna Group | Reduce -9.0% | 0.06% | −0.01 |
| COR Cencora Inc. | Reduce -1.2% | 0.04% | −0.01 |
| GPGI Gpgi Inc. | Sold out | 0.00% | −0.01 |
| UL Unilever PLC-Sponsored ADR | Sold out | 0.00% | −0.01 |
| NOW ServiceNow Inc. | Reduce -16.4% | 0.02% | −0.01 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.01 |
| AVAV Aerovironment Inc. | Reduce -50.0% | 0.00% | −0.01 |
| COP Conocophillips | Sold out | 0.00% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -8.4% | 0.01% | −0.01 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.01 |
| BF.B Brown-Forman Corp. Class B | Reduce -1.2% | 0.08% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.01 |
| CNM Core & Main Inc. Class A | Reduce -0.7% | 0.06% | −0.01 |
| AOREF American Overseas Group Ltd. | Sold out | 0.00% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -34.1% | 0.01% | −0.00 |
| BALL Ball Corp. | Reduce -6.6% | 0.06% | −0.00 |
| SHOP Shopify Inc. Class A | Reduce -2.2% | 0.04% | −0.00 |
| MCO Moody's Corp. | Reduce -1.0% | 0.13% | −0.00 |
| EHC Encompass Health Corp. | Sold out | 0.00% | −0.00 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.00 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| TSM Taiwan Semiconductor-SP ADR | Add +258.5% | 1.54% | +1.22 |
| GOOGL Alphabet Inc. Class A | Add +2.8% | 2.66% | +0.45 |
| AMZN Amazon.com Inc. | Add +0.3% | 5.10% | +0.39 |
| RACE Ferrari NV | Add +18.4% | 1.92% | +0.38 |
| MTD Mettler-Toledo International | Add +30.6% | 1.53% | +0.30 |
| LLY Eli Lilly & Co. | Add +125.5% | 0.47% | +0.30 |
| AAPL Apple Inc. | Add +1.0% | 3.64% | +0.28 |
| TDG Transdigm Group Inc. | Add +2.4% | 2.42% | +0.24 |
| MSFT Microsoft Corp. | Add +9.5% | 5.04% | +0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.5% | 7.82% | +0.14 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.10% | +0.10 |
| AMD Advanced Micro Devices | Add +729.2% | 0.09% | +0.09 |
| QQQM Invesco Nasdaq 100 ETF | Add +824.0% | 0.07% | +0.06 |
| ADP Automatic Data Processing | Add +54.4% | 0.15% | +0.06 |
| ABBV Abbvie Inc. | Add +15.5% | 0.27% | +0.05 |
| CYATY Contemporary Amperex Technol | New | 0.05% | +0.05 |
| APH Amphenol Corp. Class A | Add +474.7% | 0.06% | +0.05 |
| GLW Corning Inc. | Add +0.1% | 0.12% | +0.05 |
| CAT Caterpillar Inc. | Add +0.0% | 0.16% | +0.05 |
| NVDA Nvidia Corp. | Add +3.7% | 0.43% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.9% | 0.25% | +0.04 |
| AVGO Broadcom Inc. | Add +28.8% | 0.14% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +386.9% | 0.05% | +0.04 |
| PPG PPG Industries Inc. | Add +577.0% | 0.05% | +0.04 |
| AXP American Express Co. | Add +0.1% | 0.75% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +25.4% | 0.15% | +0.04 |
| META Meta Platforms Inc. Class A | Add +53.4% | 0.12% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +71.4% | 0.07% | +0.03 |
| SPGI S&P Global Inc. | Add +12.5% | 2.01% | +0.03 |
| LHX L3HARRIS Technologies Inc. | New | 0.03% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +2.6% | 0.41% | +0.03 |
| AVDV Avantis Intl S/C Value ETF | New | 0.03% | +0.03 |
| HD Home Depot Inc. | Add +17.6% | 0.17% | +0.03 |
| AMAT Applied Materials Inc. | Add +0.8% | 0.05% | +0.02 |
| SREMF Sunrise Energy Metals Ltd. | Add +25.6% | 0.04% | +0.02 |
| WMT Walmart Inc. | Add +34.0% | 0.17% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +30.1% | 0.04% | +0.02 |
| NEE Nextera Energy Inc. | Add +55.5% | 0.07% | +0.02 |
| UNP Union Pacific Corp. | Add +3.0% | 0.20% | +0.02 |
| ECL Ecolab Inc. | Add +144.9% | 0.03% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +245.4% | 0.02% | +0.01 |
| DELL Dell Technologies -C | New | 0.01% | +0.01 |
| PWR Quanta Services Inc. | Add +52.7% | 0.03% | +0.01 |
| ITW Illinois Tool Works | Add +65.2% | 0.03% | +0.01 |
| LOW Lowe's Cos Inc. | Add +51.8% | 0.04% | +0.01 |
| IJR iShares Core S&P Small-Cap E | New | 0.01% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | New | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +6.7% | 0.03% | +0.01 |
| ELDORADO GOLD CORP NEW | New | 0.01% | +0.01 |
| LIN Linde PLC | Add +1.9% | 1.93% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 308 | $5.8B | GOOG, BRK.B, AMZN, MSFT, AAPL |
| Q1 2026 | 303 | $5.5B | BRK.B, GOOG, MSFT, AMZN, MA |
| Q4 2025 | 307 | $5.7B | GOOG, BRK.B, MSFT, AMZN, MA |
| Q3 2025 | 303 | $5.7B | BRK.B, GOOG, MSFT, AMZN, UBER |
| Q2 2025 | 282 | $5.5B | BRK.B, MSFT, GOOG, AMZN, NFLX |
| Q1 2025 | 282 | $5.3B | BRK.B, MSFT, GOOG, MA, AMZN |
| Q4 2024 | 296 | $5.1B | BRK.B, GOOG, MSFT, AMZN, NFLX |
| Q3 2024 | 290 | $5.2B | BRK.B, MSFT, GOOG, AMZN, MA |
| Q2 2024 | 277 | $4.9B | BRK.B, GOOG, MSFT, AMZN, COST |
| Q1 2024 | 285 | $4.9B | BRK.B, MSFT, GOOG, MA, AMZN |