Douglass Winthrop Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Douglass Winthrop Advisors, LLC reported 303 stock positions worth $5.5 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.7% of the portfolio, followed by Alphabet Class C (GOOG, 7.2%) and Microsoft (MSFT, 4.8%). Compared with Q4 2025, it opened 16 new positions, sold out of 20, added to 71 and reduced 128. The biggest buy was a new position in London Stock Ex Grp ADR Spon (LSEGY) and the biggest sale Tractor Supply (TSCO, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001308527
- Portfolio Value
- $5.5B (Q1 2026)
- SEC Filing
- 0001308527-26-000002 ↗ filed May 14, 2026
Holdings Value
Holdings 303 stocks · $5.5B
| BRK.B Berkshire Hathaway Inc. Class B | 7.68% | 874,970 | $419.3M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 7.16% | 1,362,278 | $390.8M | Reduce -6.8% |
| MSFT Microsoft Corp. | 4.85% | 715,013 | $264.7M | Add +2.8% |
| AMZN Amazon.com Inc. | 4.71% | 1,235,231 | $257.3M | Add +2.8% |
| MA Mastercard Inc. Class A | 3.45% | 377,294 | $188.5M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 3.44% | 188,814 | $188.1M | Reduce -1.2% |
| AAPL Apple Inc. | 3.36% | 722,635 | $183.4M | Reduce -1.3% |
| DE Deere & Co. | 3.31% | 321,034 | $180.8M | Add +0.0% |
| UBER Uber Technologies Inc. | 2.96% | 2,249,740 | $161.8M | Reduce -0.6% |
| MKL Markel Group Inc. | 2.82% | 80,498 | $154.1M | Reduce -1.8% |
| FAST Fastenal Co. | 2.65% | 3,116,146 | $144.6M | Reduce -1.1% |
| MLM Martin Marietta Materials | 2.36% | 219,073 | $129.0M | Reduce -2.0% |
| TPL Texas Pacific Land Corp. | 2.34% | 268,886 | $127.6M | Reduce -18.8% |
| AON Aon PLC Class A | 2.33% | 394,536 | $127.3M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 2.21% | 419,011 | $120.5M | Reduce -5.3% |
| TDG Transdigm Group Inc. | 2.18% | 102,803 | $119.1M | Add +0.9% |
| SHW The Sherwin-Williams Co. | 2.17% | 370,122 | $118.6M | Reduce -2.8% |
| NFLX Netflix Inc. | 2.16% | 1,226,753 | $118.0M | Add +52.3% |
| SPGI S&P Global Inc. | 1.98% | 254,542 | $108.3M | Add +7.0% |
| LIN Linde PLC | 1.92% | 211,490 | $104.8M | Add +3.7% |
| CNI Canadian Natl Railway Co. | 1.80% | 954,295 | $98.1M | Reduce -4.9% |
| MNST Monster Beverage Corp. | 1.77% | 1,334,076 | $96.7M | Reduce -14.2% |
| LSEGY London Stock Ex Grp ADR Spon | 1.72% | 3,151,140 | $94.0M | New |
| BAM Brookfield Asset Mgmt-A | 1.71% | 2,109,243 | $93.5M | Reduce -7.6% |
| CFRUY Cie Financiere Rich-Unsp ADR | 1.69% | 5,229,318 | $92.4M | Reduce -2.3% |
| AMT American Tower Corp. | 1.59% | 502,932 | $86.8M | Reduce -1.2% |
| NSRGY Nestle SA-Spons ADR | 1.55% | 854,265 | $84.7M | Reduce -10.5% |
| RACE Ferrari NV | 1.54% | 252,533 | $84.1M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 1.41% | 107 | $76.8M | Add +1.9% |
| ROP Roper Technologies Inc. | 1.33% | 205,930 | $72.9M | Reduce -0.1% |
| MTD Mettler-Toledo International | 1.23% | 53,235 | $67.1M | Add +10.3% |
| NKE Nike Inc. Class B | 1.19% | 1,235,137 | $65.2M | Reduce -1.6% |
| CPRT Copart Inc. | 0.95% | 1,564,642 | $51.9M | Add +306.1% |
| AXP American Express Co. | 0.72% | 129,146 | $39.1M | Reduce -2.5% |
| PG The Procter & Gamble Co. | 0.67% | 254,116 | $36.7M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 0.64% | 292,328 | $35.2M | Reduce -4.9% |
| JNJ Johnson & Johnson | 0.46% | 103,834 | $25.4M | Reduce -4.2% |
| TT Trane Technologies PLC | 0.46% | 59,779 | $24.9M | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.39% | 121,340 | $21.2M | Add +15.8% |
| JPM JPMorgan Chase & Co. | 0.38% | 70,475 | $20.7M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.35% | 112,840 | $19.1M | Add +0.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 52,044 | $17.6M | Reduce -10.3% |
| V Visa Inc. Class A | 0.31% | 56,777 | $17.2M | Reduce -1.6% |
| DOV Dover Corp. | 0.29% | 77,215 | $16.1M | Reduce -2.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.25% | 10,512 | $13.9M | Reduce -19.7% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 24,843 | $12.2M | Reduce -0.0% |
| ABBV Abbvie Inc. | 0.21% | 52,875 | $11.5M | Add +0.3% |
| KO The Coca-Cola Co. | 0.20% | 146,410 | $11.1M | Add +0.3% |
| DHR Danaher Corp. | 0.20% | 58,283 | $11.1M | Reduce -0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 16,907 | $11.0M | Reduce -19.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.19% | 66,615 | $10.6M | Reduce -0.4% |
| WM Waste Management Inc. | 0.19% | 44,581 | $10.2M | Add +3.1% |
| SBGSY Schneider Elect SE-Unsp ADR | 0.18% | 185,353 | $10.1M | Add +0.3% |
| UNP Union Pacific Corp. | 0.18% | 40,908 | $9.9M | Add +16.1% |
| LLY Eli Lilly & Co. | 0.17% | 10,101 | $9.3M | Reduce -0.9% |
| MELI MercadoLibre Inc. | 0.16% | 5,095 | $8.8M | Add +6.0% |
| WMT Walmart Inc. | 0.15% | 66,624 | $8.3M | Reduce -0.2% |
| MCD McDonald's Corp. | 0.15% | 26,032 | $8.1M | Add +0.0% |
| HD Home Depot Inc. | 0.14% | 23,195 | $7.6M | Reduce -0.7% |
| MCO Moody's Corp. | 0.14% | 17,189 | $7.5M | Add +5.5% |
| EADSY Airbus SE - Unsp ADR | 0.13% | 153,616 | $7.3M | Add +6.0% |
| INTU Intuit Inc. | 0.13% | 16,023 | $6.9M | Add +25.4% |
| PEP Pepsico Inc. | 0.12% | 43,819 | $6.8M | Reduce -3.0% |
| LRLCY L'oreal-Unsponsored ADR | 0.12% | 81,710 | $6.7M | Reduce -2.2% |
| SNPS Synopsys Inc. | 0.12% | 16,641 | $6.6M | Add +21.5% |
| CPNG Coupang Inc. | 0.12% | 344,980 | $6.5M | Reduce -88.5% |
| NSC Norfolk Southern Corp. | 0.12% | 22,075 | $6.3M | Add +27.9% |
| CAT Caterpillar Inc. | 0.12% | 8,911 | $6.3M | Reduce -1.5% |
| URI United Rentals Inc. | 0.12% | 8,622 | $6.3M | Reduce -6.2% |
| CEG Constellation Energy | 0.11% | 22,069 | $6.2M | Add +5.9% |
| VOO Vanguard S&P 500 ETF | 0.11% | 9,913 | $5.9M | Reduce -6.4% |
| ACN Accenture PLC Class A | 0.10% | 28,116 | $5.6M | Reduce -3.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 22,729 | $5.5M | Add +0.6% |
| WAB Wabtec Corp. | 0.10% | 21,621 | $5.4M | Add +7.3% |
| CARR Carrier Global Corp. | 0.10% | 94,701 | $5.3M | Add +12.3% |
| ADP Automatic Data Processing | 0.10% | 25,817 | $5.2M | Reduce -4.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.09% | 23,896 | $5.2M | Reduce -3.0% |
| CVX Chevron Corp. | 0.09% | 24,549 | $5.1M | Add +1.1% |
| AVGO Broadcom Inc. | 0.09% | 16,153 | $5.0M | Reduce -0.0% |
| ABT Abbott Laboratories | 0.09% | 48,291 | $5.0M | Add +0.2% |
| TSLA Tesla Inc. | 0.09% | 12,870 | $4.8M | Reduce -0.2% |
| BF.B Brown-Forman Corp. Class B | 0.09% | 180,948 | $4.8M | Reduce -7.4% |
| META Meta Platforms Inc. Class A | 0.09% | 8,130 | $4.7M | Reduce -12.4% |
| VRSK Verisk Analytics Inc. | 0.08% | 24,425 | $4.6M | Add +65.1% |
| CTAS Cintas Corp. | 0.08% | 25,440 | $4.3M | No change |
| VCISY Vinci S.A.-Unspons ADR | 0.08% | 112,852 | $4.2M | Add +60.3% |
| GS Goldman Sachs Group Inc. | 0.08% | 4,915 | $4.2M | Reduce -0.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.07% | 32,343 | $3.8M | Add +1.3% |
| BALL Ball Corp. | 0.07% | 62,160 | $3.7M | Reduce -9.3% |
| GLW Corning Inc. | 0.07% | 26,687 | $3.6M | Add +2.7% |
| CI The Cigna Group | 0.07% | 13,333 | $3.6M | Reduce -0.1% |
| DASTY Dassault Systemes S-Spon ADR | 0.06% | 167,696 | $3.4M | Add +91.8% |
| CNM Core & Main Inc. Class A | 0.06% | 66,666 | $3.3M | Reduce -3.6% |
| ALLE Allegion PLC | 0.06% | 22,193 | $3.2M | No change |
| CMG Chipotle Mexican Grill Inc. | 0.06% | 98,812 | $3.2M | Reduce -18.4% |
| AMGN Amgen Inc. | 0.06% | 8,949 | $3.1M | Reduce -4.4% |
| ZTS Zoetis Inc. | 0.06% | 26,515 | $3.1M | Reduce -17.4% |
| IR Ingersoll-Rand Inc. | 0.06% | 39,032 | $3.1M | No change |
| PM Philip Morris International | 0.06% | 18,407 | $3.0M | Add +0.3% |
| CET Central Securities Corp. | 0.05% | 59,439 | $3.0M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| TSCO Tractor Supply Company | Reduce -97.2% | 0.04% | −1.37 |
| CPNG Coupang Inc. | Reduce -88.5% | 0.12% | −1.12 |
| GOOG Alphabet Inc. Class C | Reduce -6.8% | 7.16% | −0.86 |
| BAM Brookfield Asset Mgmt-A | Reduce -7.6% | 1.71% | −0.38 |
| CFRUY Cie Financiere Rich-Unsp ADR | Reduce -2.3% | 1.69% | −0.32 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 3.45% | −0.32 |
| MNST Monster Beverage Corp. | Reduce -14.2% | 1.77% | −0.31 |
| UBER Uber Technologies Inc. | Reduce -0.6% | 2.96% | −0.27 |
| ROP Roper Technologies Inc. | Reduce -0.1% | 1.33% | −0.27 |
| MKL Markel Group Inc. | Reduce -1.8% | 2.82% | −0.26 |
| GOOGL Alphabet Inc. Class A | Reduce -5.3% | 2.21% | −0.22 |
| NKE Nike Inc. Class B | Reduce -1.6% | 1.19% | −0.20 |
| AXP American Express Co. | Reduce -2.5% | 0.72% | −0.14 |
| AAPL Apple Inc. | Reduce -1.3% | 3.36% | −0.12 |
| NSRGY Nestle SA-Spons ADR | Reduce -10.5% | 1.55% | −0.10 |
| MLM Martin Marietta Materials | Reduce -2.0% | 2.36% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -19.8% | 0.20% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 7.68% | −0.05 |
| V Visa Inc. Class A | Reduce -1.6% | 0.31% | −0.04 |
| ACN Accenture PLC Class A | Reduce -3.5% | 0.10% | −0.03 |
| DHR Danaher Corp. | Reduce -0.0% | 0.20% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.0% | 0.22% | −0.03 |
| ADP Automatic Data Processing | Reduce -4.7% | 0.10% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -12.4% | 0.09% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -0.9% | 0.17% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -18.4% | 0.06% | −0.02 |
| BNPQY BNP Paribas-ADR | Reduce -62.5% | 0.01% | −0.02 |
| AJG Arthur J Gallagher & Co. | Reduce -3.0% | 0.09% | −0.02 |
| CRM Salesforce Inc. | Reduce -12.4% | 0.03% | −0.02 |
| URI United Rentals Inc. | Reduce -6.2% | 0.12% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -62.9% | 0.01% | −0.01 |
| TSLA Tesla Inc. | Reduce -0.2% | 0.09% | −0.01 |
| ZTS Zoetis Inc. | Reduce -17.4% | 0.06% | −0.01 |
| MMM 3M Co. | Reduce -27.3% | 0.03% | −0.01 |
| TROW T Rowe Price Group Inc. | Reduce -69.4% | 0.01% | −0.01 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -65.4% | 0.01% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -69.8% | 0.01% | −0.01 |
| BX Blackstone Inc. | Reduce -5.8% | 0.03% | −0.01 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.01 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.01 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -6.4% | 0.11% | −0.01 |
| GE General Electric | Reduce -12.8% | 0.04% | −0.01 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -61.3% | 0.00% | −0.01 |
| AVGO Broadcom Inc. | Reduce -0.0% | 0.09% | −0.01 |
| IGF iShares Global Infrastructur | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Reduce -2.9% | 0.04% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.01 |
| CHINACAST EDUCATION CORP | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| LSEGY London Stock Ex Grp ADR Spon | New | 1.72% | +1.72 |
| RACE Ferrari NV | New | 1.54% | +1.54 |
| NFLX Netflix Inc. | Add +52.3% | 2.16% | +0.84 |
| DE Deere & Co. | Add +0.0% | 3.31% | +0.70 |
| CPRT Copart Inc. | Add +306.1% | 0.95% | +0.69 |
| LIN Linde PLC | Add +3.7% | 1.92% | +0.40 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.35% | +0.11 |
| MTD Mettler-Toledo International | Add +10.3% | 1.23% | +0.05 |
| NVDA Nvidia Corp. | Add +15.8% | 0.39% | +0.05 |
| UNP Union Pacific Corp. | Add +16.1% | 0.18% | +0.04 |
| VCISY Vinci S.A.-Unspons ADR | Add +60.3% | 0.08% | +0.03 |
| MCK McKesson Corp. | Add +110.9% | 0.05% | +0.03 |
| NSC Norfolk Southern Corp. | Add +27.9% | 0.12% | +0.03 |
| CVX Chevron Corp. | Add +1.1% | 0.09% | +0.03 |
| VRSK Verisk Analytics Inc. | Add +65.1% | 0.08% | +0.03 |
| GLW Corning Inc. | Add +2.7% | 0.07% | +0.03 |
| KO The Coca-Cola Co. | Add +0.3% | 0.20% | +0.03 |
| WAB Wabtec Corp. | Add +7.3% | 0.10% | +0.02 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +1.9% | 1.41% | +0.02 |
| WM Waste Management Inc. | Add +3.1% | 0.19% | +0.02 |
| CARR Carrier Global Corp. | Add +12.3% | 0.10% | +0.02 |
| DASTY Dassault Systemes S-Spon ADR | Add +91.8% | 0.06% | +0.02 |
| STUB Stubhub Holdings Inc. Class A | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | Add +4.1% | 0.04% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +124.3% | 0.02% | +0.01 |
| MCD McDonald's Corp. | Add +0.0% | 0.15% | +0.01 |
| SNPS Synopsys Inc. | Add +21.5% | 0.12% | +0.01 |
| BP BP PLC-Spons ADR | Add +1.1% | 0.03% | +0.01 |
| SBGSY Schneider Elect SE-Unsp ADR | Add +0.3% | 0.18% | +0.01 |
| GPGI Gpgi Inc. | New | 0.01% | +0.01 |
| SREMF Sunrise Energy Metals Ltd. | Add +28.4% | 0.02% | +0.01 |
| BHP BHP Group Ltd.-Spon ADR | New | 0.01% | +0.01 |
| COP Conocophillips | New | 0.01% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +1.3% | 0.07% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +0.3% | 0.04% | +0.01 |
| C Citigroup Inc. | New | 0.01% | +0.01 |
| HYT BlackRock Corp. Hi YLD | New | 0.00% | +0.00 |
| EQIX Equinix Inc. | New | 0.00% | +0.00 |
| TRGP Targa Resources Corp. | New | 0.00% | +0.00 |
| FDX FedEx Corp. | New | 0.00% | +0.00 |
| PM Philip Morris International | Add +0.3% | 0.06% | +0.00 |
| HSY The Hershey Co. | New | 0.00% | +0.00 |
| OGS One Gas Inc. | New | 0.00% | +0.00 |
| APD Air Products & Chemicals Inc. | Add +1.9% | 0.01% | +0.00 |
| RTX RTX Corp. | Add +0.6% | 0.03% | +0.00 |
| ITW Illinois Tool Works | Add +3.3% | 0.02% | +0.00 |
| GDXJ Vaneck Junior Gold Miners | Add +8.9% | 0.01% | +0.00 |
| VIK Viking Holdings Ltd. | Add +14.2% | 0.01% | +0.00 |
| ATXRF Atex Resources Inc. | Add +24.0% | 0.01% | +0.00 |
| CMI Cummins Inc. | Add +4.2% | 0.01% | +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 |