Douglass Winthrop Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Douglass Winthrop Advisors, LLC reported 282 stock positions worth $5.5 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.6% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Alphabet Class C (GOOG, 4.9%). Compared with Q1 2025, it opened 12 new positions, sold out of 12, added to 54 and reduced 111. The biggest buy was Nike Class B (NKE, shares +2261%) and the biggest sale Becton Dickinson and (BDX, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001308527
- Portfolio Value
- $5.5B (Q2 2025)
- SEC Filing
- 0001308527-25-000004 ↗ filed Aug 14, 2025
Holdings Value
Holdings 282 stocks · $5.5B
| BRK.B Berkshire Hathaway Inc. Class B | 7.63% | 869,806 | $422.5M | Add +0.5% |
| MSFT Microsoft Corp. | 5.72% | 637,198 | $316.9M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 4.93% | 1,539,138 | $273.0M | Add +5.5% |
| AMZN Amazon.com Inc. | 4.72% | 1,190,405 | $261.2M | Add +10.4% |
| NFLX Netflix Inc. | 4.54% | 187,558 | $251.2M | Reduce -2.5% |
| UBER Uber Technologies Inc. | 3.93% | 2,332,230 | $217.6M | Add +0.6% |
| MA Mastercard Inc. Class A | 3.87% | 381,273 | $214.3M | Add +0.5% |
| COST Costco Wholesale Corp. | 3.47% | 194,262 | $192.3M | Reduce -0.1% |
| MKL Markel Group Inc. | 3.03% | 83,951 | $167.7M | Add +0.3% |
| TDG Transdigm Group Inc. | 2.82% | 102,649 | $156.1M | Add +0.9% |
| DE Deere & Co. | 2.64% | 287,113 | $146.0M | Add +2.6% |
| AAPL Apple Inc. | 2.59% | 698,526 | $143.3M | Reduce -3.9% |
| AON Aon PLC Class A | 2.56% | 397,087 | $141.7M | Add +8.0% |
| FAST Fastenal Co. | 2.47% | 3,261,361 | $137.0M | Add +0.4% |
| SHW The Sherwin-Williams Co. | 2.43% | 391,183 | $134.3M | Add +1.1% |
| BAM Brookfield Asset Mgmt-A | 2.40% | 2,399,402 | $132.6M | Reduce -10.2% |
| SPGI S&P Global Inc. | 2.35% | 246,901 | $130.2M | Add +0.9% |
| MLM Martin Marietta Materials | 2.28% | 230,295 | $126.4M | Add +3.5% |
| CPRT Copart Inc. | 2.17% | 2,453,164 | $120.4M | Add +57.9% |
| ROP Roper Technologies Inc. | 2.17% | 211,926 | $120.1M | Add +1.3% |
| CNI Canadian Natl Railway Co. | 2.02% | 1,077,381 | $112.1M | Add +2.2% |
| TPL Texas Pacific Land Corp. | 1.96% | 102,780 | $108.6M | Add +3.3% |
| CFRUY Cie Financiere Rich-Unsp ADR filed as COMPAGNIE FINANCIERE RICHEMONT | 1.86% | 5,476,859 | $103.1M | Add +2.1% |
| MNST Monster Beverage Corp. | 1.84% | 1,622,360 | $101.6M | Reduce -0.4% |
| AMT American Tower Corp. | 1.78% | 444,998 | $98.4M | Add +4.7% |
| NSRGY Nestle SA-Spons ADR | 1.75% | 975,610 | $96.9M | Reduce -3.5% |
| NKE Nike Inc. Class B | 1.62% | 1,263,345 | $89.7M | Add +2261.3% |
| TSCO Tractor Supply Company | 1.56% | 1,634,236 | $86.2M | Add +1.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.40% | 106 | $77.3M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 1.35% | 425,050 | $74.9M | Add +22.8% |
| ZTS Zoetis Inc. | 1.35% | 479,947 | $74.8M | Reduce -0.3% |
| AXP American Express Co. | 0.75% | 130,932 | $41.8M | Reduce -1.4% |
| TT Trane Technologies PLC | 0.48% | 61,200 | $26.8M | Add +145.0% |
| MRK Merck & Co. Inc. | 0.41% | 283,590 | $22.4M | Reduce -4.1% |
| NVDA Nvidia Corp. | 0.38% | 132,222 | $20.9M | Add +5.6% |
| PG The Procter & Gamble Co. | 0.34% | 118,389 | $18.9M | Add +52.5% |
| V Visa Inc. Class A | 0.29% | 45,763 | $16.2M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.29% | 54,879 | $15.9M | Add +2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 50,330 | $15.3M | New |
| DOV Dover Corp. | 0.28% | 83,225 | $15.2M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.27% | 97,081 | $14.8M | Reduce -1.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 60,882 | $13.8M | Reduce -3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 20,736 | $12.8M | Reduce -1.1% |
| MELI MercadoLibre Inc. | 0.23% | 4,779 | $12.5M | Reduce -3.6% |
| DHR Danaher Corp. | 0.21% | 58,977 | $11.7M | Reduce -19.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.20% | 13,586 | $10.9M | Reduce -3.7% |
| KO The Coca-Cola Co. | 0.19% | 149,400 | $10.6M | Add +63.5% |
| ACN Accenture PLC Class A | 0.18% | 33,994 | $10.2M | Reduce -88.3% |
| INTU Intuit Inc. | 0.18% | 12,687 | $10.0M | Reduce -3.1% |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 24,356 | $9.9M | Reduce -5.9% |
| SBGSY Schneider Elect SE-Unsp ADR | 0.18% | 184,336 | $9.8M | Reduce -3.2% |
| WM Waste Management Inc. | 0.18% | 42,548 | $9.7M | Reduce -3.2% |
| XOM Exxon Mobil Corp. | 0.17% | 87,756 | $9.5M | Reduce -0.6% |
| CPNG Coupang Inc. | 0.16% | 304,280 | $9.1M | Reduce -1.8% |
| MCO Moody's Corp. | 0.15% | 16,572 | $8.3M | Reduce -3.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.15% | 25,202 | $8.1M | Reduce -0.1% |
| HD Home Depot Inc. | 0.15% | 21,912 | $8.0M | Reduce -3.7% |
| EADSY Airbus SE - Unsp ADR | 0.14% | 151,091 | $7.9M | Reduce -4.0% |
| ABBV Abbvie Inc. | 0.14% | 41,946 | $7.8M | No change |
| LRLCY L'oreal-Unsponsored ADR | 0.14% | 88,557 | $7.6M | Reduce -3.3% |
| ADP Automatic Data Processing | 0.14% | 24,390 | $7.5M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 57,136 | $7.1M | Reduce -6.9% |
| URI United Rentals Inc. | 0.12% | 9,147 | $6.9M | Reduce -3.7% |
| CEG Constellation Energy | 0.12% | 20,931 | $6.8M | Reduce -2.8% |
| LLY Eli Lilly & Co. | 0.12% | 8,598 | $6.7M | Reduce -2.6% |
| WMT Walmart Inc. | 0.12% | 65,233 | $6.4M | Add +1.1% |
| SNPS Synopsys Inc. | 0.11% | 12,174 | $6.2M | Add +5.7% |
| CMG Chipotle Mexican Grill Inc. | 0.11% | 106,419 | $6.0M | Add +8.8% |
| ABT Abbott Laboratories | 0.10% | 41,803 | $5.7M | Reduce -2.1% |
| BF.B Brown-Forman Corp. Class B | 0.10% | 210,101 | $5.7M | Reduce -5.6% |
| FORGE GLOBAL HOLDINGS INC | 0.10% | 295,854 | $5.6M | Reduce -93.3% |
| CARR Carrier Global Corp. | 0.10% | 75,965 | $5.6M | Reduce -3.9% |
| VOO Vanguard S&P 500 ETF | 0.10% | 9,711 | $5.5M | Reduce -7.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 18,245 | $5.4M | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.10% | 7,236 | $5.3M | Add +10.9% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 92,131 | $5.3M | New |
| PEP Pepsico Inc. | 0.09% | 39,109 | $5.2M | Reduce -12.0% |
| MCD McDonald's Corp. | 0.09% | 16,857 | $4.9M | Reduce -0.1% |
| NSC Norfolk Southern Corp. | 0.08% | 17,230 | $4.4M | Reduce -9.1% |
| AVGO Broadcom Inc. | 0.08% | 15,672 | $4.3M | Reduce -6.5% |
| CNM Core & Main Inc. Class A | 0.07% | 67,593 | $4.1M | Reduce -3.0% |
| BALL Ball Corp. | 0.07% | 71,822 | $4.0M | Reduce -4.5% |
| WSC Willscot Holdings Corp. | 0.07% | 146,348 | $4.0M | Reduce -5.2% |
| VRSK Verisk Analytics Inc. | 0.07% | 12,737 | $4.0M | Reduce -4.0% |
| TSLA Tesla Inc. | 0.07% | 12,319 | $3.9M | Reduce -0.7% |
| CVX Chevron Corp. | 0.07% | 26,912 | $3.9M | Reduce -2.5% |
| PM Philip Morris International | 0.07% | 20,183 | $3.7M | Reduce -2.9% |
| CAT Caterpillar Inc. | 0.06% | 8,885 | $3.4M | No change |
| IR Ingersoll-Rand Inc. | 0.06% | 39,032 | $3.2M | New |
| CI The Cigna Group | 0.06% | 9,805 | $3.2M | No change |
| GS Goldman Sachs Group Inc. | 0.06% | 4,578 | $3.2M | Reduce -0.8% |
| ALLE Allegion PLC | 0.06% | 22,193 | $3.2M | No change |
| AMGN Amgen Inc. | 0.06% | 11,149 | $3.1M | Reduce -20.7% |
| UNP Union Pacific Corp. | 0.05% | 13,190 | $3.0M | Reduce -2.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.05% | 31,943 | $2.9M | No change |
| CB Chubb Ltd. | 0.05% | 9,392 | $2.7M | Add +5.3% |
| LIN Linde PLC | 0.05% | 5,799 | $2.7M | Reduce -0.8% |
| CET Central Securities Corp. | 0.05% | 56,658 | $2.7M | No change |
| WAB Wabtec Corp. | 0.05% | 12,721 | $2.7M | New |
| SBUX Starbucks Corp. | 0.05% | 28,694 | $2.6M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| BDX Becton Dickinson and Co. | Reduce -98.1% | 0.03% | −1.87 |
| IQV Iqvia Holdings Inc. | Reduce -99.7% | 0.00% | −1.54 |
| ACN Accenture PLC Class A | Reduce -88.3% | 0.18% | −1.53 |
| AAPL Apple Inc. | Reduce -3.9% | 2.59% | −0.48 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -1.9% | 1.40% | −0.25 |
| NSRGY Nestle SA-Spons ADR | Reduce -3.5% | 1.75% | −0.20 |
| ZTS Zoetis Inc. | Reduce -0.3% | 1.35% | −0.16 |
| UNH Unitedhealth Group Inc. | Reduce -82.7% | 0.01% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -4.1% | 0.41% | −0.10 |
| DHR Danaher Corp. | Reduce -19.7% | 0.21% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.9% | 0.18% | −0.07 |
| BAM Brookfield Asset Mgmt-A | Reduce -10.2% | 2.40% | −0.07 |
| JNJ Johnson & Johnson | Reduce -1.4% | 0.27% | −0.04 |
| BF.B Brown-Forman Corp. Class B | Reduce -5.6% | 0.10% | −0.04 |
| PEP Pepsico Inc. | Reduce -12.0% | 0.09% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -0.6% | 0.17% | −0.03 |
| AMGN Amgen Inc. | Reduce -20.7% | 0.06% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 3.47% | −0.03 |
| AJG Arthur J Gallagher & Co. | Reduce -0.1% | 0.15% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -56.6% | 0.01% | −0.02 |
| V Visa Inc. Class A | Reduce -2.1% | 0.29% | −0.02 |
| CVX Chevron Corp. | Reduce -2.5% | 0.07% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -2.6% | 0.12% | −0.02 |
| WM Waste Management Inc. | Reduce -3.2% | 0.18% | −0.02 |
| TJX TJX Companies Inc. | Reduce -6.9% | 0.13% | −0.01 |
| HD Home Depot Inc. | Reduce -3.7% | 0.15% | −0.01 |
| BBJP JPMorgan Betabuilders Japan | Sold out | 0.00% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.4% | 0.03% | −0.01 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.1% | 0.09% | −0.01 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.01 |
| BBCA JPMorgan Betabuilders Canada | Sold out | 0.00% | −0.01 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -45.0% | 0.01% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Sold out | 0.00% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.01 |
| WSC Willscot Holdings Corp. | Reduce -5.2% | 0.07% | −0.01 |
| ECL Ecolab Inc. | Reduce -46.8% | 0.01% | −0.01 |
| PFE Pfizer Inc. | Reduce -12.7% | 0.03% | −0.01 |
| ADP Automatic Data Processing | Reduce -0.3% | 0.14% | −0.01 |
| COMP Compass Inc. Class A | Reduce -2.2% | 0.01% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -11.7% | 0.03% | −0.01 |
| ET Energy Transfer LP | Reduce -48.2% | 0.01% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -9.1% | 0.08% | −0.01 |
| UNP Union Pacific Corp. | Reduce -2.1% | 0.05% | −0.01 |
| BBAX JPMorgan Betabuilders Develo | Sold out | 0.00% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -43.8% | 0.01% | −0.01 |
| ABT Abbott Laboratories | Reduce -2.1% | 0.10% | −0.01 |
| SOLV Solventum Corp. | Sold out | 0.00% | −0.01 |
| JYNT The Joint Corp. | Reduce -1.3% | 0.03% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| NKE Nike Inc. Class B | Add +2261.3% | 1.62% | +1.56 |
| MSFT Microsoft Corp. | Add +1.8% | 5.72% | +1.25 |
| AMZN Amazon.com Inc. | Add +10.4% | 4.72% | +0.81 |
| UBER Uber Technologies Inc. | Add +0.6% | 3.93% | +0.72 |
| GOOG Alphabet Inc. Class C | Add +5.5% | 4.93% | +0.59 |
| CPRT Copart Inc. | Add +57.9% | 2.17% | +0.50 |
| GOOGL Alphabet Inc. Class A | Add +22.8% | 1.35% | +0.33 |
| TT Trane Technologies PLC | Add +145.0% | 0.48% | +0.32 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.28% | +0.28 |
| MLM Martin Marietta Materials | Add +3.5% | 2.28% | +0.26 |
| TDG Transdigm Group Inc. | Add +0.9% | 2.82% | +0.14 |
| DE Deere & Co. | Add +2.6% | 2.64% | +0.14 |
| NVDA Nvidia Corp. | Add +5.6% | 0.38% | +0.12 |
| VEA Vanguard Ftse Developed ETF | New | 0.09% | +0.09 |
| CFRUY Cie Financiere Rich-Unsp ADR | Add +2.1% | 1.86% | +0.09 |
| PG The Procter & Gamble Co. | Add +52.5% | 0.34% | +0.09 |
| FAST Fastenal Co. | Add +0.4% | 2.47% | +0.08 |
| CNI Canadian Natl Railway Co. | Add +2.2% | 2.02% | +0.07 |
| KO The Coca-Cola Co. | Add +63.5% | 0.19% | +0.07 |
| IR Ingersoll-Rand Inc. | New | 0.06% | +0.06 |
| MKL Markel Group Inc. | Add +0.3% | 3.03% | +0.05 |
| WAB Wabtec Corp. | New | 0.05% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +2.1% | 0.29% | +0.04 |
| META Meta Platforms Inc. Class A | Add +10.9% | 0.10% | +0.02 |
| SXGCF Southern Cross Gold Consolid | Add +269.8% | 0.02% | +0.02 |
| SNPS Synopsys Inc. | Add +5.7% | 0.11% | +0.02 |
| AMT American Tower Corp. | Add +4.7% | 1.78% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | Add +8.8% | 0.11% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.10% | +0.01 |
| WMT Walmart Inc. | Add +1.1% | 0.12% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +15.2% | 0.02% | +0.01 |
| GLD SPDR Gold Shares | Add +24.2% | 0.03% | +0.01 |
| EPD Enterprise Products Partners | Add +63.8% | 0.02% | +0.01 |
| MU Micron Technology Inc. | New | 0.00% | +0.00 |
| RBLX Roblox Corp. Class A | New | 0.00% | +0.00 |
| BLK BlackRock Inc. | New | 0.00% | +0.00 |
| FERG Ferguson Enterprises Inc. | New | 0.00% | +0.00 |
| NATR Natures Sunshine Prods Inc. | New | 0.00% | +0.00 |
| PWR Quanta Services Inc. | Add +8.6% | 0.01% | +0.00 |
| DKNG Draftkings Inc. Class A | New | 0.00% | +0.00 |
| GWRE Guidewire Software Inc. | New | 0.00% | +0.00 |
| QXO Qxo Inc. | Add +2.0% | 0.01% | +0.00 |
| RTX RTX Corp. | Add +10.3% | 0.02% | +0.00 |
| ORLY O'reilly Automotive Inc. | Add +27.3% | 0.01% | +0.00 |
| PANW Palo Alto Networks Inc. | Add +7.7% | 0.01% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Add +15.0% | 0.01% | +0.00 |
| IBDRY Iberdrola SA-Sponsored ADR | Add +14.0% | 0.01% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +6.1% | 0.01% | +0.00 |
| BA The Boeing Co. | Add +3.4% | 0.01% | +0.00 |
| ATXRF Atex Resources Inc. | New | 0.00% | +0.00 |
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 |