Douglass Winthrop Advisors, LLC
Filing Date
Global Rank
#692
/ 8,603
▲ 4
· as of Mar 2026
Top Industry
Insurance - Diversified
8.9%
3Y Alpha vs SPY
-9.5%
Period ended 3 months ago
Filed May 14, 2026 · 56d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+36.9%
SPY
+76.0%
Annualised alpha
-9.7%
Max drawdown
−14.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
256 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.9%
−0.2 pts
Top 5
27.9%
−2.3 pts
Top 10
45.3%
−1.5 pts
HHI
324
Diversified−19
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 27.5% | $1,300,477,218 |
| Technology | 16.8% | $794,520,223 |
| Industrials | 15.5% | $735,496,064 |
| Consumer Cyclical | 9.9% | $470,588,796 |
| Basic Materials | 7.6% | $359,538,535 |
| Consumer Defensive | 7.6% | $358,811,761 |
| Communication Services | 5.2% | $247,198,630 |
| Healthcare | 4.4% | $206,700,774 |
| Energy | 3.0% | $139,905,224 |
| Real Estate | 1.9% | $88,255,091 |
| Unclassified | 0.4% | $16,747,769 |
| Utilities | 0.3% | $11,913,420 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPRT | Copart Inc | +1,179,384 | 1,564,642 | $51,946,114 | |
| NFLX | Netflix Inc | +421,368 | 1,226,753 | $117,952,300 | |
| AMZN | Amazon Com Inc | +33,206 | 1,235,231 | $257,261,560 | |
| MSFT | Microsoft Corp | +19,131 | 715,013 | $264,676,362 | |
| SPGI | S&P Global Inc. | +16,769 | 254,542 | $102,428,464 | |
| NVDA | Nvidia Corp | +16,582 | 121,340 | $21,161,696 | |
| SXGCF | Southern Cross Gold Consolidated Ltd. | +13,100 | 409,700 | $2,609,789 | |
| FMCXF | FORAN MINING CORP | +10,500 | 138,675 | $533,898 | |
| CARR | CARRIER GLOBAL Corp | +10,354 | 94,701 | $5,332,613 | |
| VRSK | Verisk Analytics, Inc. | +9,630 | 24,425 | $4,634,643 | |
| LIN | Linde PLC | +7,532 | 211,490 | $104,848,282 | |
| UNP | Union Pacific Corp | +5,674 | 40,908 | $9,925,098 | |
| MTD | Mettler Toledo International Inc/ | +4,982 | 53,235 | $67,139,982 | |
| NSC | Norfolk Southern Corp | +4,822 | 22,075 | $6,335,525 | |
| INTU | Intuit Inc. | +3,249 | 16,023 | $6,928,024 | |
| SNPS | Synopsys Inc | +2,943 | 16,641 | $6,597,823 | |
| NOW | ServiceNow, Inc. | +2,760 | 12,605 | $1,317,852 | |
| UNH | Unitedhealth Group Inc | +2,388 | 4,310 | $1,166,242 | |
| AON | Aon plc | +1,921 | 394,536 | $127,348,330 | |
| MCK | Mckesson Corp | +1,715 | 3,262 | $2,822,804 | |
| WAB | Westinghouse Air Brake Technologies Corp | +1,461 | 21,621 | $5,403,304 | |
| WM | Waste Management Inc | +1,344 | 44,581 | $10,244,267 | |
| CEG | Constellation Energy Corp | +1,231 | 22,069 | $6,162,768 | |
| TDG | TransDigm Group INC | +964 | 102,803 | $119,144,564 | |
| VIK | Viking Holdings Ltd | +900 | 7,250 | $532,730 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPNG | Coupang, Inc. | −2,661,845 | 344,980 | $6,513,222 | |
| TSCO | Tractor Supply Co /De/ | −1,559,720 | 45,109 | $2,043,437 | |
| MNST | Monster Beverage Corp | −221,204 | 1,334,076 | $96,667,146 | |
| BAM | Brookfield Asset Management Ltd. | −172,994 | 2,109,243 | $93,755,851 | |
| TPL | Texas Pacific Land Corp | −62,242 | 268,886 | $127,602,540 | |
| CNI | Canadian National Railway Co | −49,225 | 954,295 | $98,072,897 | |
| FAST | Fastenal Co | −33,441 | 3,116,146 | $144,589,174 | |
| GOOGL | Alphabet Inc. | −23,509 | 419,011 | $120,490,803 | |
| CMG | Chipotle Mexican Grill Inc | −22,361 | 98,812 | $3,162,972 | |
| NKE | NIKE, Inc. | −20,056 | 1,235,137 | $65,239,936 | |
| MRK | Merck & Co., Inc. | −15,002 | 292,328 | $35,164,135 | |
| UBER | Uber Technologies, Inc | −13,456 | 2,249,740 | $161,823,798 | |
| SHW | Sherwin Williams Co | −10,822 | 370,122 | $118,642,607 | |
| AAPL | Apple Inc. | −9,789 | 722,635 | $183,397,536 | |
| VZ | Verizon Communications Inc | −8,741 | 9,332 | $468,466 | |
| TROW | Price T Rowe Group Inc | −6,973 | 3,069 | $276,639 | |
| BALL | BALL Corp | −6,399 | 62,160 | $3,674,277 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −6,010 | 52,044 | $17,588,269 | |
| SBUX | Starbucks Corp | −5,979 | 20,979 | $1,879,508 | |
| AMT | American Tower Corp /Ma/ | −5,953 | 502,932 | $86,796,004 | |
| ZTS | Zoetis Inc. | −5,595 | 26,515 | $3,134,338 | |
| MLM | Martin Marietta Materials Inc | −4,559 | 219,073 | $128,963,893 | |
| JNJ | Johnson & Johnson | −4,513 | 103,834 | $25,381,182 | |
| SPY | Spdr S&P 500 ETF Trust | −4,161 | 16,907 | $10,995,298 | |
| BRK-B | Berkshire Hathaway Inc | −4,091 | 874,970 | $419,285,624 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LSEGY | London Stock Exchange Group plc | 3,151,140 | $93,998,506 | |
| RACE | Ferrari N.V. | 252,533 | $85,469,793 | |
| STUB | StubHub Holdings, Inc. | 158,654 | $990,000 | |
| GPGI | GPGI, Inc. | 23,000 | $393,300 | |
| COP | Conocophillips | 2,378 | $313,896 | |
| BHP | BHP Group Ltd | 4,250 | $309,145 | |
| C | Citigroup Inc | 2,506 | $284,205 | |
| HYT | Blackrock Corporate High Yield Fund, Inc. | 30,000 | $255,600 | |
| TRGP | Targa Resources Corp. | 999 | $250,479 | |
| EQIX | Equinix Inc | 254 | $248,980 | |
| HSY | Hershey Co | 1,095 | $227,639 | |
| OGS | ONE Gas, Inc. | 2,500 | $215,325 | |
| FDX | Fedex Corp | 661 | $189,713 | |
| GSKRF | First Nordic Metals Corp. | 32,000 | $71,360 | |
| PSRHF | Pulsar Helium Inc. | 45,000 | $56,475 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| APO | Apollo Global Management, Inc. | 3,106 | $449,624 | |
| TTE | TotalEnergies SE | 6,400 | $418,688 | |
| BDX | Becton Dickinson & Co | 2,031 | $309,871 | |
| JD | JD.com, Inc. | 10,280 | $295,036 | |
| GGG | Graco Inc | 3,417 | $280,091 | |
| PLTR | Palantir Technologies Inc. | 1,491 | $265,025 | |
| AWK | American Water Works Company, Inc. | 1,955 | $255,127 | |
| USB | US Bancorp De | 4,544 | $242,467 | |
| FIS | Fidelity National Information Services, Inc. | 3,600 | $239,256 | |
| VLTO | Veralto Corp | 2,371 | $236,578 | |
| BN | BROOKFIELD Corp /ON/ | 5,101 | $234,084 | |
| KKR | KKR & Co. Inc. | 1,763 | $224,747 | |
| BRO | Brown & Brown, Inc. | 2,600 | $207,220 | |
| No positions match the current search. | ||||
256 positions ·
$4,730,153,505 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 256 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 874,970 | $419,285,624 | 8.86% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 715,013 | $264,676,362 | 5.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,235,231 | $257,261,560 | 5.44% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 377,294 | $188,518,720 | 3.99% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 188,814 | $188,139,934 | 3.98% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 722,635 | $183,397,536 | 3.88% | |
| DE |
Deere & Co
Industrials
|
Added | 321,034 | $180,838,452 | 3.82% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 2,249,740 | $161,823,798 | 3.42% | |
| MKL |
Markel Group Inc.
Financial Services
|
Reduced | 80,498 | $154,078,798 | 3.26% | |
| FAST |
Fastenal Co
Industrials
|
Reduced | 3,116,146 | $144,589,174 | 3.06% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Reduced | 219,073 | $128,963,893 | 2.73% | |
| TPL |
Texas Pacific Land Corp
Energy
|
Reduced | 268,886 | $127,602,540 | 2.70% | |
| AON |
Aon plc
Financial Services
|
Added | 394,536 | $127,348,330 | 2.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 419,011 | $120,490,803 | 2.55% | |
| TDG |
TransDigm Group INC
Industrials
|
Added | 102,803 | $119,144,564 | 2.52% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 370,122 | $118,642,607 | 2.51% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 1,226,753 | $117,952,300 | 2.49% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 211,490 | $104,848,282 | 2.22% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 254,542 | $102,428,464 | 2.17% | |
| CNI |
Canadian National Railway Co
Industrials
|
Reduced | 954,295 | $98,072,897 | 2.07% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Reduced | 1,334,076 | $96,667,146 | 2.04% | |
| LSEGY |
London Stock Exchange Group plc
Financial Services
|
NEW | 3,151,140 | $93,998,506 | 1.99% | |
| BAM |
Brookfield Asset Management Ltd.
Financial Services
|
Reduced | 2,109,243 | $93,755,851 | 1.98% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Reduced | 502,932 | $86,796,004 | 1.83% | |
| RACE |
Ferrari N.V.
Consumer Cyclical
|
NEW | 252,533 | $85,469,793 | 1.81% | |
| ROP |
Roper Technologies Inc
Technology
|
Reduced | 205,930 | $72,870,389 | 1.54% | |
| MTD |
Mettler Toledo International Inc/
Healthcare
|
Added | 53,235 | $67,139,982 | 1.42% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Reduced | 1,235,137 | $65,239,936 | 1.38% | |
| CPRT |
Copart Inc
Industrials
|
Added | 1,564,642 | $51,946,114 | 1.10% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 129,146 | $39,064,082 | 0.83% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 254,116 | $36,704,515 | 0.78% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 292,328 | $35,164,135 | 0.74% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 103,834 | $25,381,182 | 0.54% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 59,779 | $24,912,300 | 0.53% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 121,340 | $21,161,696 | 0.45% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 70,475 | $20,730,926 | 0.44% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 52,044 | $17,588,269 | 0.37% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 56,777 | $17,160,280 | 0.36% | |
| DOV |
DOVER Corp
Industrials
|
Reduced | 77,215 | $16,095,466 | 0.34% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 10,512 | $13,884,564 | 0.29% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 24,843 | $12,211,079 | 0.26% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 52,875 | $11,499,783 | 0.24% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 146,410 | $11,134,480 | 0.24% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 58,283 | $11,050,456 | 0.23% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 16,907 | $10,995,298 | 0.23% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 66,615 | $10,638,415 | 0.22% | |
| WM |
Waste Management Inc
Industrials
|
Added | 44,581 | $10,244,267 | 0.22% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 40,908 | $9,925,098 | 0.21% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 10,101 | $9,290,596 | 0.20% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 5,095 | $8,809,356 | 0.19% |