Douglass Winthrop Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Douglass Winthrop Advisors, LLC reported 307 stock positions worth $5.7 billion. Its top holding was Alphabet Class C (GOOG) at 8.0% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 7.7%) and Microsoft (MSFT, 5.9%). Compared with Q3 2025, it opened 18 new positions, sold out of 15, added to 114 and reduced 99. The biggest buy was Mettler-Toledo International (MTD, shares +4990%) and the biggest sale Copart (CPRT, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001308527
- Portfolio Value
- $5.7B (Q4 2025)
- SEC Filing
- 0001308527-26-000001 ↗ filed Feb 12, 2026
Holdings Value
Holdings 307 stocks · $5.7B
| GOOG Alphabet Inc. Class C | 8.02% | 1,461,905 | $458.7M | Reduce -3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 7.72% | 879,061 | $441.9M | Reduce -0.7% |
| MSFT Microsoft Corp. | 5.88% | 695,882 | $336.5M | Add +5.8% |
| AMZN Amazon.com Inc. | 4.85% | 1,202,025 | $277.5M | Reduce -0.9% |
| MA Mastercard Inc. Class A | 3.77% | 378,155 | $215.9M | Reduce -2.2% |
| AAPL Apple Inc. | 3.48% | 732,424 | $199.1M | Reduce -0.5% |
| UBER Uber Technologies Inc. | 3.23% | 2,263,196 | $184.9M | Reduce -2.3% |
| MKL Markel Group Inc. | 3.08% | 81,938 | $176.1M | Reduce -2.7% |
| COST Costco Wholesale Corp. | 2.88% | 191,118 | $164.8M | Reduce -1.7% |
| DE Deere & Co. | 2.61% | 321,024 | $149.5M | Add +3.8% |
| MLM Martin Marietta Materials | 2.43% | 223,632 | $139.2M | Reduce -3.7% |
| AON Aon PLC Class A | 2.42% | 392,615 | $138.5M | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 2.42% | 442,520 | $138.5M | Add +4.3% |
| TDG Transdigm Group Inc. | 2.37% | 101,839 | $135.4M | Reduce -2.4% |
| FAST Fastenal Co. | 2.21% | 3,149,587 | $126.4M | Reduce -2.7% |
| SPGI S&P Global Inc. | 2.17% | 237,773 | $124.3M | Reduce -3.1% |
| SHW The Sherwin-Williams Co. | 2.16% | 380,944 | $123.4M | Reduce -2.7% |
| BAM Brookfield Asset Mgmt-A | 2.09% | 2,282,237 | $119.7M | Reduce -3.6% |
| MNST Monster Beverage Corp. | 2.08% | 1,555,280 | $119.2M | Reduce -4.1% |
| CFRUY Cie Financiere Rich-Unsp ADR | 2.02% | 5,354,202 | $115.3M | Reduce -2.9% |
| CNI Canadian Natl Railway Co. | 1.73% | 1,003,520 | $99.2M | Reduce -7.5% |
| TPL Texas Pacific Land Corp. | 1.66% | 331,128 | $95.1M | Add +1.3% |
| NSRGY Nestle SA-Spons ADR | 1.65% | 954,467 | $94.3M | Reduce -2.5% |
| ROP Roper Technologies Inc. | 1.60% | 206,082 | $91.7M | Reduce -4.7% |
| AMT American Tower Corp. | 1.56% | 508,885 | $89.3M | Add +9.7% |
| LIN Linde PLC | 1.52% | 203,958 | $87.0M | Add +49.5% |
| TSCO Tractor Supply Company | 1.40% | 1,604,829 | $80.3M | Reduce -2.1% |
| NKE Nike Inc. Class B | 1.40% | 1,255,193 | $80.0M | Reduce -1.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.39% | 105 | $79.3M | Reduce -0.9% |
| NFLX Netflix Inc. | 1.32% | 805,385 | $75.5M | Reduce -35.7% |
| CPNG Coupang Inc. | 1.24% | 3,006,825 | $70.9M | Add +117.8% |
| MTD Mettler-Toledo International | 1.18% | 48,253 | $67.3M | Add +4990.0% |
| AXP American Express Co. | 0.86% | 132,449 | $49.0M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.64% | 256,039 | $36.7M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.57% | 307,330 | $32.3M | Reduce -0.5% |
| TT Trane Technologies PLC | 0.41% | 59,976 | $23.3M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.40% | 70,363 | $22.7M | Add +6.3% |
| JNJ Johnson & Johnson | 0.39% | 108,347 | $22.4M | Add +0.8% |
| V Visa Inc. Class A | 0.35% | 57,678 | $20.2M | Add +5.0% |
| NVDA Nvidia Corp. | 0.34% | 104,758 | $19.5M | Reduce -25.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 58,054 | $17.6M | Reduce -1.4% |
| DOV Dover Corp. | 0.27% | 79,225 | $15.5M | No change |
| CPRT Copart Inc. | 0.26% | 385,258 | $15.1M | Reduce -85.0% |
| TMO Thermo Fisher Scientific Inc. | 0.25% | 24,849 | $14.4M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 21,068 | $14.4M | Add +2.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.24% | 13,089 | $14.0M | Reduce -5.8% |
| XOM Exxon Mobil Corp. | 0.24% | 112,831 | $13.6M | Add +3.8% |
| DHR Danaher Corp. | 0.23% | 58,295 | $13.3M | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.21% | 52,693 | $12.0M | Add +3.4% |
| LLY Eli Lilly & Co. | 0.19% | 10,191 | $11.0M | Add +4.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 66,856 | $10.3M | Add +12.7% |
| KO The Coca-Cola Co. | 0.18% | 146,010 | $10.2M | Reduce -0.0% |
| SBGSY Schneider Elect SE-Unsp ADR | 0.18% | 184,772 | $10.2M | Reduce -0.6% |
| MELI MercadoLibre Inc. | 0.17% | 4,805 | $9.7M | Add +1.1% |
| WM Waste Management Inc. | 0.17% | 43,237 | $9.5M | Add +2.4% |
| INTU Intuit Inc. | 0.15% | 12,774 | $8.5M | Add +1.4% |
| EADSY Airbus SE - Unsp ADR | 0.15% | 144,938 | $8.4M | Reduce -1.6% |
| MCO Moody's Corp. | 0.15% | 16,299 | $8.3M | Reduce -0.0% |
| UNP Union Pacific Corp. | 0.14% | 35,234 | $8.2M | Add +50.5% |
| HD Home Depot Inc. | 0.14% | 23,357 | $8.0M | Add +4.4% |
| MCD McDonald's Corp. | 0.14% | 26,021 | $8.0M | Add +3.6% |
| ACN Accenture PLC Class A | 0.14% | 29,122 | $7.8M | Add +0.6% |
| URI United Rentals Inc. | 0.13% | 9,193 | $7.4M | Reduce -0.8% |
| WMT Walmart Inc. | 0.13% | 66,764 | $7.4M | Add +1.6% |
| CEG Constellation Energy | 0.13% | 20,838 | $7.4M | Reduce -1.1% |
| LRLCY L'oreal-Unsponsored ADR | 0.13% | 83,535 | $7.2M | Reduce -0.4% |
| ADP Automatic Data Processing | 0.12% | 27,087 | $7.0M | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 22,601 | $6.7M | Reduce -6.8% |
| VOO Vanguard S&P 500 ETF | 0.12% | 10,588 | $6.6M | Add +42.7% |
| PEP Pepsico Inc. | 0.11% | 45,159 | $6.5M | Add +1.6% |
| SNPS Synopsys Inc. | 0.11% | 13,698 | $6.4M | Add +9.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.11% | 24,628 | $6.4M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 0.11% | 9,285 | $6.1M | Add +4.7% |
| ABT Abbott Laboratories | 0.11% | 48,201 | $6.0M | Add +6.6% |
| TSLA Tesla Inc. | 0.10% | 12,895 | $5.8M | Add +0.1% |
| AVGO Broadcom Inc. | 0.10% | 16,160 | $5.6M | Add +5.6% |
| CAT Caterpillar Inc. | 0.09% | 9,049 | $5.2M | Add +2.6% |
| BF.B Brown-Forman Corp. Class B | 0.09% | 195,448 | $5.1M | Reduce -3.4% |
| NSC Norfolk Southern Corp. | 0.09% | 17,253 | $5.0M | No change |
| CTAS Cintas Corp. | 0.08% | 25,440 | $4.8M | Reduce -0.2% |
| CMG Chipotle Mexican Grill Inc. | 0.08% | 121,173 | $4.5M | Add +96.8% |
| CARR Carrier Global Corp. | 0.08% | 84,347 | $4.5M | Add +3.9% |
| GS Goldman Sachs Group Inc. | 0.08% | 4,942 | $4.3M | Add +3.8% |
| WAB Wabtec Corp. | 0.08% | 20,160 | $4.3M | Add +3.7% |
| ZTS Zoetis Inc. | 0.07% | 32,110 | $4.0M | Reduce -46.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.06% | 31,943 | $3.7M | No change |
| CVX Chevron Corp. | 0.06% | 24,286 | $3.7M | Add +1.9% |
| CI The Cigna Group | 0.06% | 13,340 | $3.7M | Reduce -0.0% |
| BALL Ball Corp. | 0.06% | 68,559 | $3.6M | Reduce -0.8% |
| CNM Core & Main Inc. Class A | 0.06% | 69,134 | $3.6M | Reduce -0.7% |
| ALLE Allegion PLC | 0.06% | 22,193 | $3.5M | Reduce -0.1% |
| SAP Sap SE-Sponsored ADR | 0.06% | 14,010 | $3.4M | No change |
| VRSK Verisk Analytics Inc. | 0.06% | 14,795 | $3.3M | Add +14.2% |
| IR Ingersoll-Rand Inc. | 0.05% | 39,032 | $3.1M | Reduce -0.2% |
| AMGN Amgen Inc. | 0.05% | 9,364 | $3.1M | Reduce -15.3% |
| SXGCF Southern Cross Gold Consolid | 0.05% | 396,600 | $3.0M | No change |
| CET Central Securities Corp. | 0.05% | 59,439 | $3.0M | Add +4.9% |
| SHOP Shopify Inc. Class A | 0.05% | 18,712 | $3.0M | Add +1.9% |
| PM Philip Morris International | 0.05% | 18,344 | $2.9M | Add +0.3% |
| CB Chubb Ltd. | 0.05% | 9,171 | $2.9M | Reduce -0.2% |
Portfolio Sells Q3 2025 → Q4 2025
| CPRT Copart Inc. | Reduce -85.0% | 0.26% | −1.75 |
| NFLX Netflix Inc. | Reduce -35.7% | 1.32% | −1.29 |
| UBER Uber Technologies Inc. | Reduce -2.3% | 3.23% | −0.72 |
| FAST Fastenal Co. | Reduce -2.7% | 2.21% | −0.55 |
| ROP Roper Technologies Inc. | Reduce -4.7% | 1.60% | −0.27 |
| BAM Brookfield Asset Mgmt-A | Reduce -3.6% | 2.09% | −0.25 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 2.88% | −0.25 |
| TSCO Tractor Supply Company | Reduce -2.1% | 1.40% | −0.22 |
| SHW The Sherwin-Williams Co. | Reduce -2.7% | 2.16% | −0.20 |
| NKE Nike Inc. Class B | Reduce -1.3% | 1.40% | −0.15 |
| MLM Martin Marietta Materials | Reduce -3.7% | 2.43% | −0.12 |
| NVDA Nvidia Corp. | Reduce -25.4% | 0.34% | −0.11 |
| ZTS Zoetis Inc. | Reduce -46.3% | 0.07% | −0.08 |
| AON Aon PLC Class A | Reduce -2.3% | 2.42% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -2.2% | 3.77% | −0.06 |
| CNI Canadian Natl Railway Co. | Reduce -7.5% | 1.73% | −0.05 |
| WSC Willscot Holdings Corp. | Sold out | 0.00% | −0.04 |
| TDG Transdigm Group Inc. | Reduce -2.4% | 2.37% | −0.03 |
| URI United Rentals Inc. | Reduce -0.8% | 0.13% | −0.02 |
| AJG Arthur J Gallagher & Co. | Reduce -1.7% | 0.11% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 7.72% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Reduce -26.4% | 0.02% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -40.6% | 0.01% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -39.5% | 0.02% | −0.01 |
| JBGS JBG Smith Properties | Sold out | 0.00% | −0.01 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.01 |
| CTAS Cintas Corp. | Reduce -0.2% | 0.08% | −0.01 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.01 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -0.9% | 1.39% | −0.01 |
| ALLE Allegion PLC | Reduce -0.1% | 0.06% | −0.01 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.01 |
| BF.B Brown-Forman Corp. Class B | Reduce -3.4% | 0.09% | −0.01 |
| NFRA NT GLBL BRD Infra ETF | Sold out | 0.00% | −0.01 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.01 |
| SBUX Starbucks Corp. | Reduce -12.1% | 0.04% | −0.01 |
| VST Vistra Corp. | Reduce -0.4% | 0.02% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.00 |
| GILD Gilead Sciences Inc. | Reduce -33.5% | 0.01% | −0.00 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.00 |
| SBGSY Schneider Elect SE-Unsp ADR | Reduce -0.6% | 0.18% | −0.00 |
| INTC Intel Corp. | Reduce -29.8% | 0.01% | −0.00 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.00 |
| WBS Webster Financial Corp. | Reduce -52.0% | 0.00% | −0.00 |
| HPQ HP Inc. | Sold out | 0.00% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.00 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.00 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.00 |
| OGS One Gas Inc. | Sold out | 0.00% | −0.00 |
| GLW Corning Inc. | Reduce -13.3% | 0.04% | −0.00 |
| CI The Cigna Group | Reduce -0.0% | 0.06% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| MTD Mettler-Toledo International | Add +4990.0% | 1.18% | +1.16 |
| GOOGL Alphabet Inc. Class A | Add +4.3% | 2.42% | +0.62 |
| CPNG Coupang Inc. | Add +117.8% | 1.24% | +0.47 |
| LIN Linde PLC | Add +49.5% | 1.52% | +0.39 |
| DE Deere & Co. | Add +3.8% | 2.61% | +0.15 |
| AXP American Express Co. | Add +0.2% | 0.86% | +0.09 |
| LLY Eli Lilly & Co. | Add +4.5% | 0.19% | +0.06 |
| UNP Union Pacific Corp. | Add +50.5% | 0.14% | +0.05 |
| JNJ Johnson & Johnson | Add +0.8% | 0.39% | +0.04 |
| VCISY Vinci S.A.-Unspons ADR | New | 0.04% | +0.04 |
| DASTY Dassault Systemes S-Spon ADR | New | 0.04% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +42.7% | 0.12% | +0.04 |
| CMG Chipotle Mexican Grill Inc. | Add +96.8% | 0.08% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +6.3% | 0.40% | +0.03 |
| TJX TJX Companies Inc. | Add +12.7% | 0.18% | +0.03 |
| V Visa Inc. Class A | Add +5.0% | 0.35% | +0.03 |
| XOM Exxon Mobil Corp. | Add +3.8% | 0.24% | +0.02 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.02% | +0.02 |
| CAT Caterpillar Inc. | Add +2.6% | 0.09% | +0.02 |
| ACN Accenture PLC Class A | Add +0.6% | 0.14% | +0.01 |
| WMT Walmart Inc. | Add +1.6% | 0.13% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.2% | 0.25% | +0.01 |
| SREMF Sunrise Energy Metals Ltd. | New | 0.01% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +3.8% | 0.08% | +0.01 |
| AVGO Broadcom Inc. | Add +5.6% | 0.10% | +0.01 |
| AMT American Tower Corp. | Add +9.7% | 1.56% | +0.01 |
| BND Vanguard Total Bond Market | New | 0.01% | +0.01 |
| VIK Viking Holdings Ltd. | New | 0.01% | +0.01 |
| GLD SPDR Gold Shares | Add +10.0% | 0.04% | +0.01 |
| ADI Analog Devices Inc. | New | 0.01% | +0.01 |
| BAC Bank of America Corp. | Add +11.2% | 0.05% | +0.01 |
| WAB Wabtec Corp. | Add +3.7% | 0.08% | +0.01 |
| SIL Global X Silver Miners ETF | New | 0.01% | +0.01 |
| PH Parker Hannifin Corp. | New | 0.01% | +0.01 |
| AMP Ameriprise Financial Inc. | Add +28.7% | 0.03% | +0.01 |
| MCD McDonald's Corp. | Add +3.6% | 0.14% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +12.3% | 0.02% | +0.01 |
| CRM Salesforce Inc. | Add +2.0% | 0.05% | +0.01 |
| AOREF American Overseas Group Ltd. | New | 0.01% | +0.01 |
| HCA HCA Healthcare Inc. | Add +86.2% | 0.01% | +0.01 |
| SHOP Shopify Inc. Class A | Add +1.9% | 0.05% | +0.01 |
| SNPS Synopsys Inc. | Add +9.6% | 0.11% | +0.01 |
| ABBV Abbvie Inc. | Add +3.4% | 0.21% | +0.00 |
| EMR Emerson Electric Co. | New | 0.00% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | New | 0.00% | +0.00 |
| PEP Pepsico Inc. | Add +1.6% | 0.11% | +0.00 |
| MCHI iShares MSCI China ETF | New | 0.00% | +0.00 |
| GDX Vaneck Gold Miners ETF | Add +29.2% | 0.01% | +0.00 |
| AMD Advanced Micro Devices | New | 0.00% | +0.00 |
| GE General Electric | Add +7.2% | 0.05% | +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 |