Douglass Winthrop Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Douglass Winthrop Advisors, LLC reported 285 stock positions worth $4.9 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.8% of the portfolio, followed by Microsoft (MSFT, 5.6%) and Alphabet Class C (GOOG, 4.9%). Compared with Q4 2023, it opened 46 new positions, sold out of 12, added to 96 and reduced 74. The biggest buy was Becton Dickinson and (BDX, shares +2111%) and the biggest sale Nike Class B (NKE, shares −85%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001308527
Portfolio Value
$4.9B (Q1 2024)
SEC Filing
0001308527-24-000005 ↗ filed May 13, 2024

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $4.9B $4.9B Q1 2024 Q2 2024: $4.9B Q2 2024 Q3 2024: $5.2B Q3 2024 Q4 2024: $5.1B Q4 2024 Q1 2025: $5.3B Q1 2025 Q2 2025: $5.5B Q2 2025 Q3 2025: $5.7B Q3 2025 Q4 2025: $5.7B Q4 2025 Q1 2026: $5.5B Q1 2026 Q2 2026: $5.8B Q2 2026

Holdings 285 stocks · $4.9B

BRK.B Berkshire Hathaway Inc. Class B 7.77% 897,806 $377.5M Reduce -0.3%
MSFT Microsoft Corp. 5.57% 642,496 $270.3M Reduce -1.3%
GOOG Alphabet Inc. Class C 4.91% 1,566,041 $238.4M Reduce -1.5%
MA Mastercard Inc. Class A 3.89% 392,033 $188.8M Reduce -4.6%
AMZN Amazon.com Inc. 3.81% 1,024,943 $184.9M Add +0.2%
UBER Uber Technologies Inc. 3.26% 2,058,461 $158.5M Add +1.1%
COST Costco Wholesale Corp. 3.26% 215,991 $158.2M Reduce -14.9%
NFLX Netflix Inc. 3.19% 254,899 $154.8M Reduce -1.7%
MKL Markel Group Inc. 2.86% 91,449 $139.1M Add +1.7%
AAPL Apple Inc. 2.81% 795,109 $136.3M Reduce -5.2%
SHW The Sherwin-Williams Co. 2.76% 385,401 $133.9M Reduce -0.1%
CNI Canadian Natl Railway Co. 2.74% 1,008,885 $132.9M Add +1.9%
TDG Transdigm Group Inc. 2.64% 104,146 $128.3M Reduce -1.2%
FAST Fastenal Co. 2.54% 1,596,652 $123.2M Add +0.2%
AON Aon PLC Class A 2.45% 356,718 $119.0M Add +0.7%
MLM Martin Marietta Materials 2.37% 187,881 $115.3M Add +0.3%
ROP Roper Technologies Inc. 2.35% 203,329 $114.0M Add +0.4%
SPGI S&P Global Inc. 2.27% 259,490 $110.4M Reduce -0.2%
IQV Iqvia Holdings Inc. 2.23% 427,861 $108.2M Add +1.8%
DE Deere & Co. 2.22% 262,968 $108.0M Add +0.6%
UNH Unitedhealth Group Inc. 2.19% 215,458 $106.6M Add +3.1%
BAM Brookfield Asset Mgmt-A 2.17% 2,507,584 $105.4M Add +1.5%
NSRGY Nestle SA-Spons ADR 2.16% 986,768 $104.8M Add +3.6%
MNST Monster Beverage Corp. 1.89% 1,550,766 $91.9M Add +5.1%
ZTS Zoetis Inc. 1.84% 528,494 $89.4M Reduce -1.6%
BDX Becton Dickinson and Co. 1.83% 358,415 $88.7M Add +2111.2%
TSCO Tractor Supply Company 1.71% 317,330 $83.1M Add +2.1%
BUD Anheuser-Busch Inbev-SPN ADR 1.39% 1,111,933 $67.6M New
BRK.A Berkshire Hathaway Inc. Class A 1.25% 96 $60.9M No change
MRK Merck & Co. Inc. 1.16% 426,967 $56.3M Add +5.5%
CFRUY Cie Financiere Rich-Unsp ADR filed as COMPAGNIE FINANCIERE RICHEMONT 1.14% 3,625,541 $55.3M New
GOOGL Alphabet Inc. Class A 1.14% 365,948 $55.2M Reduce -0.2%
TPL Texas Pacific Land Corp. 1.02% 85,374 $49.4M Add +11.1%
ACN Accenture PLC Class A 0.81% 113,644 $39.4M Add +259.4%
AXP American Express Co. 0.68% 145,100 $33.0M Reduce -0.3%
DHR Danaher Corp. 0.38% 74,869 $18.7M Add +1.7%
JNJ Johnson & Johnson 0.37% 112,437 $17.8M Reduce -1.6%
BF.B Brown-Forman Corp. Class B 0.32% 300,949 $15.5M Reduce -73.4%
DOV Dover Corp. 0.31% 84,665 $15.0M Reduce -0.1%
TMO Thermo Fisher Scientific Inc. 0.31% 25,591 $14.9M Add +0.8%
V Visa Inc. Class A 0.30% 51,705 $14.4M Add +5.2%
PG The Procter & Gamble Co. 0.27% 80,321 $13.0M Reduce -0.5%
TSM Taiwan Semiconductor-SP ADR 0.25% 89,340 $12.2M Add +3.5%
NKE Nike Inc. Class B 0.24% 121,749 $11.4M Reduce -85.4%
TT Trane Technologies PLC 0.22% 35,587 $10.7M Reduce -4.6%
ASML ASML Holding NV-NY Reg SHS 0.21% 10,708 $10.4M Reduce -2.1%
BRK.A 1/100 Berkshire HTWY A Class A 0.21% 1,600 $10.2M No change
NEE Nextera Energy Inc. 0.20% 155,734 $10.0M Add +19.1%
XOM Exxon Mobil Corp. 0.20% 84,378 $9.8M Reduce -0.6%
FORGE GLOBAL HOLDINGS INC 0.20% 5,039,822 $9.7M No change
WM Waste Management Inc. 0.20% 45,447 $9.7M Add +0.8%
JPM JPMorgan Chase & Co. 0.20% 47,843 $9.6M Add +10.4%
HD Home Depot Inc. 0.18% 22,892 $8.8M Add +3.0%
PEP Pepsico Inc. 0.18% 49,049 $8.6M Reduce -1.6%
SBGSY Schneider Elect SE-Unsp ADR 0.18% 187,749 $8.5M Reduce -0.8%
MCO Moody's Corp. 0.16% 20,223 $7.9M Add +0.7%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.16% 30,881 $7.7M Add +0.2%
ADSK Autodesk Inc. 0.16% 29,627 $7.7M Add +0.4%
ABBV Abbvie Inc. 0.16% 42,165 $7.7M Add +2.5%
LRLCY L'oreal-Unsponsored ADR 0.16% 80,985 $7.7M Add +1.7%
NVDA Nvidia Corp. 0.16% 8,480 $7.7M Add +1.9%
SIEGY Siemens AG-Spons ADR 0.15% 78,400 $7.5M Add +2.2%
LLY Eli Lilly & Co. 0.15% 9,283 $7.2M Add +6.9%
EADSY Airbus SE - Unsp ADR 0.14% 152,585 $7.0M Add +6.1%
URI United Rentals Inc. 0.14% 9,705 $7.0M Reduce -38.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 68,394 $6.9M Reduce -15.4%
INTU Intuit Inc. 0.13% 9,571 $6.2M Reduce -0.2%
ADP Automatic Data Processing 0.13% 24,379 $6.1M Reduce -0.9%
TRMB Trimble Inc. 0.12% 94,292 $6.1M Add +0.6%
BALL Ball Corp. 0.12% 87,935 $5.9M Add +0.4%
TXN Texas Instruments Inc. 0.12% 32,258 $5.6M Reduce -91.4%
MELI MercadoLibre Inc. 0.11% 3,691 $5.6M New
KO The Coca-Cola Co. 0.11% 85,271 $5.2M Reduce -0.6%
CPNG Coupang Inc. 0.10% 279,218 $5.0M New
ABT Abbott Laboratories 0.10% 43,261 $4.9M Reduce -0.8%
VOO Vanguard S&P 500 ETF 0.10% 9,634 $4.6M Add +100.3%
MCD McDonald's Corp. 0.10% 16,385 $4.6M Reduce -0.7%
NSC Norfolk Southern Corp. 0.09% 16,759 $4.3M No change
AMGN Amgen Inc. 0.08% 14,350 $4.1M Add +1.4%
CVX Chevron Corp. 0.08% 25,813 $4.1M Add +2.5%
SBUX Starbucks Corp. 0.08% 43,704 $4.0M Reduce -3.2%
UNP Union Pacific Corp. 0.08% 15,376 $3.8M Add +2.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 18,604 $3.6M Reduce -2.2%
CRM Salesforce Inc. 0.07% 11,650 $3.5M Add +0.9%
WMT Walmart Inc. 0.07% 56,760 $3.4M Reduce -0.7%
CI The Cigna Group 0.07% 9,348 $3.4M Reduce -7.7%
CAT Caterpillar Inc. 0.07% 8,885 $3.3M Add +3.7%
CARR Carrier Global Corp. 0.07% 55,988 $3.3M Add +1.0%
ALLE Allegion PLC 0.06% 22,193 $3.0M No change
VST Vistra Corp. 0.06% 39,440 $2.7M New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 21,785 $2.7M Reduce -1.1%
TSLA Tesla Inc. 0.05% 14,955 $2.6M Add +0.9%
META Meta Platforms Inc. Class A 0.05% 5,267 $2.6M Add +15.8%
LIN Linde PLC 0.05% 5,499 $2.6M Add +4.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.05% 4,561 $2.4M Add +16.1%
AVGO Broadcom Inc. 0.05% 1,785 $2.4M Add +100.8%
GS Goldman Sachs Group Inc. 0.05% 5,494 $2.3M Add +1.0%
BMY Bristol-Myers Squibb Co. 0.05% 42,016 $2.3M Reduce -10.4%
CB Chubb Ltd. 0.04% 8,375 $2.2M Add +2.5%
MTD Mettler-Toledo International 0.04% 1,621 $2.2M Reduce -97.4%

Show all 285 holdings

Portfolio Sells Q4 2023 → Q1 2024

NKE Nike Inc. Class B Reduce -85.4% 0.24% −1.79
MTD Mettler-Toledo International Reduce -97.4% 0.04% −1.64
TXN Texas Instruments Inc. Reduce -91.4% 0.12% −1.32
BF.B Brown-Forman Corp. Class B Reduce -73.4% 0.32% −1.12
AAPL Apple Inc. Reduce -5.2% 2.81% −0.80
ZTS Zoetis Inc. Reduce -1.6% 1.84% −0.53
COST Costco Wholesale Corp. Reduce -14.9% 3.26% −0.48
SPGI S&P Global Inc. Reduce -0.2% 2.27% −0.29
GOOG Alphabet Inc. Class C Reduce -1.5% 4.91% −0.10
URI United Rentals Inc. Reduce -38.6% 0.14% −0.06
JNJ Johnson & Johnson Reduce -1.6% 0.37% −0.03
MA Mastercard Inc. Class A Reduce -4.6% 3.89% −0.03
TJX TJX Companies Inc. Reduce -15.4% 0.14% −0.03
CHTR Charter Communications Inc. Class A Sold out 0.00% −0.02
DEO Diageo PLC-Sponsored ADR Reduce -34.5% 0.03% −0.02
ORCL Oracle Corp. Reduce -51.7% 0.02% −0.02
SBUX Starbucks Corp. Reduce -3.2% 0.08% −0.01
MCD McDonald's Corp. Reduce -0.7% 0.10% −0.01
PEP Pepsico Inc. Reduce -1.6% 0.18% −0.01
MMM 3M Co. Reduce -15.7% 0.03% −0.01
EQIX Equinix Inc. Reduce -58.5% 0.01% −0.01
IVV iShares Core S&P 500 ETF Sold out 0.00% −0.01
EIX Edison International Sold out 0.00% −0.01
AEP American Electric Power Sold out 0.00% −0.01
WEC WEC Energy Group Inc. Sold out 0.00% −0.01
PSX Phillips 66 Sold out 0.00% −0.01
STT State Street Corp. Sold out 0.00% −0.01
SJM The JM Smucker Co. Sold out 0.00% −0.01
UPS United Parcel Service Class B Reduce -2.4% 0.04% −0.01
INTC Intel Corp. Reduce -8.6% 0.02% −0.01
BMY Bristol-Myers Squibb Co. Reduce -10.4% 0.05% −0.01
GOOGL Alphabet Inc. Class A Reduce -0.2% 1.14% −0.01
VGT Vanguard Info Tech ETF Reduce -13.6% 0.04% −0.01
NUE Nucor Corp. Reduce -38.3% 0.01% −0.01
ABT Abbott Laboratories Reduce -0.8% 0.10% −0.01
INTU Intuit Inc. Reduce -0.2% 0.13% −0.01
PM Philip Morris International Reduce -1.3% 0.04% −0.01
KO The Coca-Cola Co. Reduce -0.6% 0.11% −0.01
ADM Archer-Daniels-Midland Co. Reduce -7.3% 0.02% −0.01
PFE Pfizer Inc. Reduce -6.9% 0.03% −0.01
SPLK Splunk Inc. Sold out 0.00% −0.01
MDT Medtronic PLC Sold out 0.00% −0.00
APD Air Products & Chemicals Inc. Reduce -26.3% 0.01% −0.00
IWS iShares Russell Mid-Cap Valu Reduce -37.5% 0.01% −0.00
T AT&T Inc. Sold out 0.00% −0.00
CSCO Cisco Systems Inc. Reduce -7.2% 0.02% −0.00
GILD Gilead Sciences Inc. Reduce -10.5% 0.01% −0.00
VLTO Veralto Corp. Reduce -16.3% 0.02% −0.00
ECL Ecolab Inc. Reduce -19.5% 0.02% −0.00
MS Morgan Stanley Reduce -16.3% 0.01% −0.00

Portfolio Buys Q4 2023 → Q1 2024

BDX Becton Dickinson and Co. Add +2111.2% 1.83% +1.74
BUD Anheuser-Busch Inbev-SPN ADR New 1.39% +1.39
CFRUY Cie Financiere Rich-Unsp ADR New 1.14% +1.14
ACN Accenture PLC Class A Add +259.4% 0.81% +0.56
UBER Uber Technologies Inc. Add +1.1% 3.26% +0.46
AMZN Amazon.com Inc. Add +0.2% 3.81% +0.34
MLM Martin Marietta Materials Add +0.3% 2.37% +0.29
FAST Fastenal Co. Add +0.2% 2.54% +0.23
TSCO Tractor Supply Company Add +2.1% 1.71% +0.22
MRK Merck & Co. Inc. Add +5.5% 1.16% +0.17
AON Aon PLC Class A Add +0.7% 2.45% +0.15
TPL Texas Pacific Land Corp. Add +11.1% 1.02% +0.12
MELI MercadoLibre Inc. New 0.11% +0.11
CPNG Coupang Inc. New 0.10% +0.10
NVDA Nvidia Corp. Add +1.9% 0.16% +0.07
VST Vistra Corp. New 0.06% +0.06
IQV Iqvia Holdings Inc. Add +1.8% 2.23% +0.06
TSM Taiwan Semiconductor-SP ADR Add +3.5% 0.25% +0.05
VOO Vanguard S&P 500 ETF Add +100.3% 0.10% +0.05
LLY Eli Lilly & Co. Add +6.9% 0.15% +0.04
JPM JPMorgan Chase & Co. Add +10.4% 0.20% +0.03
XYZ Block Inc. New 0.03% +0.03
JYNT The Joint Corp. New 0.03% +0.03
NEE Nextera Energy Inc. Add +19.1% 0.20% +0.03
IWM iShares Russell 2000 ETF New 0.03% +0.03
AVGO Broadcom Inc. Add +100.8% 0.05% +0.03
BNPQY BNP Paribas-ADR New 0.03% +0.03
VYM Vanguard High DVD Yield ETF New 0.02% +0.02
EADSY Airbus SE - Unsp ADR Add +6.1% 0.14% +0.02
WM Waste Management Inc. Add +0.8% 0.20% +0.02
META Meta Platforms Inc. Class A Add +15.8% 0.05% +0.02
PYPL PayPal Holdings Inc. New 0.02% +0.02
ABBV Abbvie Inc. Add +2.5% 0.16% +0.02
UMBF Umb Financial Corp. New 0.01% +0.01
MKL Markel Group Inc. Add +1.7% 2.86% +0.01
TRMB Trimble Inc. Add +0.6% 0.12% +0.01
IEFA iShares Core MSCI Eafe ETF New 0.01% +0.01
VIG Vanguard Dividend Apprec ETF New 0.01% +0.01
SCZ iShares MSCI Eafe Small-Cap New 0.01% +0.01
V Visa Inc. Class A Add +5.2% 0.30% +0.01
CAT Caterpillar Inc. Add +3.7% 0.07% +0.01
ICE Intercontinental Exchange Inc. Add +214.3% 0.01% +0.01
COR Cencora Inc. Add +23.9% 0.04% +0.01
BALL Ball Corp. Add +0.4% 0.12% +0.01
JD Jd.com Inc.-ADR New 0.01% +0.01
HD Home Depot Inc. Add +3.0% 0.18% +0.01
SASR Sandy Spring Bancorp Inc. New 0.01% +0.01
SCHW Schwab (charles) Corp. New 0.01% +0.01
SHOP Shopify Inc. Class A Add +49.6% 0.03% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +16.1% 0.05% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 308$5.8BGOOG, BRK.B, AMZN, MSFT, AAPL
Q1 2026 303$5.5BBRK.B, GOOG, MSFT, AMZN, MA
Q4 2025 307$5.7BGOOG, BRK.B, MSFT, AMZN, MA
Q3 2025 303$5.7BBRK.B, GOOG, MSFT, AMZN, UBER
Q2 2025 282$5.5BBRK.B, MSFT, GOOG, AMZN, NFLX
Q1 2025 282$5.3BBRK.B, MSFT, GOOG, MA, AMZN
Q4 2024 296$5.1BBRK.B, GOOG, MSFT, AMZN, NFLX
Q3 2024 290$5.2BBRK.B, MSFT, GOOG, AMZN, MA
Q2 2024 277$4.9BBRK.B, GOOG, MSFT, AMZN, COST
Q1 2024 285$4.9BBRK.B, MSFT, GOOG, MA, AMZN