Douglass Winthrop Advisors, LLC

CIK

1308527

Location

NEW YORK, NY

Portfolio Value

Mid $5,593,193,127

Diversification

Diversified

Filing Date

Global Rank

#806 / 8,798 ▼ 81 · as of Jun 2026

Top Industry

Internet Content & Information 11.3%

Period ended 3 months ago

Filed Aug 13, 2026 · 58d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

276 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.1%

+1.3 pts

Top 5

34.9%

+2.1 pts

Top 10

51.0%

+1.6 pts

HHI

408

Diversified+28

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	26.2%	$1,463,894,307	45
Technology	15.9%	$888,052,770	41
Industrials	14.3%	$800,861,644	51
Communication Services	13.2%	$736,587,069	7
Consumer Cyclical	8.4%	$468,537,145	20
Consumer Defensive	6.9%	$384,298,285	19
Basic Materials	6.7%	$372,419,221	14
Healthcare	4.5%	$250,411,569	29
Energy	2.4%	$134,861,196	16
Unclassified	1.0%	$58,388,066	24
Real Estate	0.4%	$21,232,415	4
Utilities	0.2%	$13,649,440	6

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+245,754	1,472,507	$105,136,999
LSEGY	London Stock Exchange Group plc	+199,656	3,350,796	$90,672,539
GSKRF	First Nordic Metals Corp.	+142,100	174,100	$396,948
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+134,511	186,555	$89,093,071
MSFT	Microsoft Corp	+67,929	782,942	$292,053,024
RACE	Ferrari N.V.	+46,489	299,022	$111,322,900
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+40,091	87,278	$8,818,710
SPGI	S&P Global Inc.	+31,765	286,307	$116,601,384
BRK-B	Berkshire Hathaway Inc	+30,673	905,750	$534,050,000
WMT	Walmart Inc.	+22,631	89,255	$10,109,021
EDV	Vanguard World Funds Extended Duration ETF	+21,490	24,560	$2,935,411
VB	Vanguard Morningstar Small-Cap ETF	+20,668	37,696	$11,096,163
HYT	Blackrock Corporate High Yield Fund, Inc.	+20,000	50,000	$428,000
PPG	Ppg Industries Inc	+19,184	22,509	$2,730,116
APH	Amphenol Corp /De/	+16,900	20,460	$7,215,014
MTD	Mettler Toledo International Inc/	+16,279	69,514	$88,804,830
NEE	Nextera Energy Inc	+15,823	44,356	$3,893,126
ADP	Automatic Data Processing Inc	+14,050	39,867	$8,928,214
VZ	Verizon Communications Inc	+13,915	23,247	$984,277
LLY	ELI LILLY & Co	+12,673	22,774	$27,315,821
MA	Mastercard Inc	+12,261	389,555	$200,075,448
IVZ	Invesco Ltd.	+11,825	13,260	$4,017,382
PG	PROCTER & GAMBLE Co	+9,422	263,538	$38,645,212
NATR	Natures Sunshine Products Inc	+9,355	23,931	$521,695
CVX	Chevron Corp	+9,307	33,856	$5,611,970
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NKE	NIKE, Inc.	−1,225,272	9,865	$404,958
AMT	American Tower Corp /Ma/	−385,557	117,375	$19,199,028
CPRT	Copart Inc	−364,473	1,200,169	$33,832,764
ROP	Roper Technologies Inc	−194,609	11,321	$3,830,913
STUB	StubHub Holdings, Inc.	−50,000	108,654	$1,398,376
GOOGL	Alphabet Inc.	−32,648	1,748,641	$619,587,178
MNST	Monster Beverage Corp	−28,354	1,305,722	$125,505,998
TPL	Texas Pacific Land Corp	−25,531	243,355	$106,501,882
CPNG	Coupang, Inc.	−25,396	319,584	$5,551,174
CNI	Canadian National Railway Co	−17,411	936,884	$111,714,048
TSCO	Tractor Supply Co /De/	−15,800	29,309	$926,457
BAM	Brookfield Asset Management Ltd.	−13,872	2,095,371	$93,977,389
INTU	Intuit Inc.	−12,863	3,160	$824,760
ZTS	Zoetis Inc.	−12,768	13,747	$987,859
BF-B	Brown Forman Corp	−10,069	178,823	$4,765,632
SHW	Sherwin Williams Co	−7,005	363,117	$125,028,445
FAST	Fastenal Co	−6,629	3,109,517	$149,350,101
IAU	Ishares Gold Trust	−6,500	12,180	$919,711
CSX	Csx Corp	−5,123	43,909	$2,086,994
NSC	Norfolk Southern Corp	−4,468	17,607	$5,538,986
BALL	BALL Corp	−4,080	58,080	$3,624,192
BMY	Bristol Myers Squibb Co	−3,930	27,548	$1,587,315
HON	Honeywell International Inc	−3,654	4,029	$902,093
DD	DuPont de Nemours, Inc.	−3,548	1,769	$239,947
MO	Altria Group, Inc.	−3,013	10,223	$735,544
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
VCRM	Vanguard Core Tax-Exempt Bond ETF	118,962	$6,017,097
CYATY	Contemporary Amperex Technology Co., Limited/ADR	140,786	$3,162,053
LHX	L3harris Technologies, Inc. /De/	5,757	$1,672,926
ACSG	American Century Small Cap Growth Insights ETF	15,300	$1,576,665
HONA	Honeywell Aerospace Inc.	4,028	$890,510
DELL	Dell Technologies Inc.	1,866	$805,104
EGO	Eldorado Gold Corp /Fi	16,520	$513,606
TTE	TotalEnergies SE	6,522	$507,150
VEU	Vanguard FTSE All-World Ex-US ETF	4,299	$480,308
QQQ	Invesco Qqq Trust, Series 1	457	$336,534
OKTA	Okta, Inc.	2,260	$308,377
MRVL	Marvell Technology, Inc.	1,010	$300,868
CCJ	Cameco Corp	2,295	$233,768
USB	US Bancorp De	3,760	$227,104
CVY	Invesco Zacks Multi-Asset Income ETF	2,322	$209,212
AEM	Agnico Eagle Mines Ltd	1,348	$209,115
PNFP	Pinnacle Financial Partners, Inc.	2,000	$201,760
LRCX	Lam Research Corp	464	$201,065
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
CMG	Chipotle Mexican Grill Inc	98,812	$3,162,972
UL	Unilever PLC	6,922	$394,346
GPGI	GPGI, Inc.	23,000	$393,300
EXE	EXPAND ENERGY Corp	2,975	$326,595
COP	Conocophillips	2,378	$313,896
BABA	Alibaba Group Holding Ltd	2,400	$301,104
FDX	Fedex Corp	661	$235,435
XYL	Xylem Inc.	1,949	$232,905
EHC	Encompass Health Corp	2,400	$232,152
HSY	Hershey Co	1,095	$227,639
OGS	ONE Gas, Inc.	2,500	$215,325
PSRHF	Pulsar Helium Inc.	45,000	$56,475
FMCXF	FORAN MINING CORP	138,675	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

276 tracked positions · $5,593,193,127 total · filing declares 308 positions · $5,796,531,315 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 276 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	1,748,641	-32,648	$619,587,178	+21.2%	11.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	905,750	+30,673	$534,050,000	+7.6%	9.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,239,568	+4,337	$295,438,637	+14.8%	5.28%
MSFT	Microsoft Corp Technology	Added	782,942	+67,929	$292,053,024	+10.3%	5.22%
AAPL	Apple Inc. Technology	Added	729,750	+7,115	$211,160,460	+15.1%	3.78%
DE	Deere & Co Industrials	Reduced	320,538	-496	$203,326,869	+12.4%	3.64%
MA	Mastercard Inc Financial Services	Added	389,555	+12,261	$200,075,448	+6.1%	3.58%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	187,973	-841	$175,843,102	−6.5%	3.14%
UBER	Uber Technologies, Inc Technology	Added	2,250,320	+580	$162,383,091	+0.3%	2.90%
MKL	Markel Group Inc. Financial Services	Reduced	80,373	-125	$156,969,272	+1.9%	2.81%
FAST	Fastenal Co Industrials	Reduced	3,109,517	-6,629	$149,350,101	+3.3%	2.67%
TDG	TransDigm Group INC Industrials	Added	105,306	+2,503	$140,271,804	+17.7%	2.51%
AON	Aon plc Financial Services	Added	400,635	+6,099	$132,886,623	+4.3%	2.38%
MNST	Monster Beverage Corp Consumer Defensive	Reduced	1,305,722	-28,354	$125,505,998	+29.8%	2.24%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	217,073	-2,000	$125,185,999	−2.9%	2.24%
SHW	Sherwin Williams Co Basic Materials	Reduced	363,117	-7,005	$125,028,445	+5.4%	2.24%
SPGI	S&P Global Inc. Financial Services	Added	286,307	+31,765	$116,601,384	+7.7%	2.08%
LIN	Linde PLC Basic Materials	Added	215,395	+3,905	$111,777,081	+6.6%	2.00%
CNI	Canadian National Railway Co Industrials	Reduced	936,884	-17,411	$111,714,048	+13.9%	2.00%
RACE	Ferrari N.V. Consumer Cyclical	Added	299,022	+46,489	$111,322,900	+30.2%	1.99%
TPL	Texas Pacific Land Corp Energy	Reduced	243,355	-25,531	$106,501,882	−16.5%	1.90%
NFLX	Netflix Inc Communication Services	Added	1,472,507	+245,754	$105,136,999	−10.9%	1.88%
BAM	Brookfield Asset Management Ltd. Financial Services	Reduced	2,095,371	-13,872	$93,977,389	+0.2%	1.68%
LSEGY	London Stock Exchange Group plc Financial Services	Added	3,350,796	+199,656	$90,672,539	−3.5%	1.62%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	186,555	+134,511	$89,093,071	+406.5%	1.59%
MTD	Mettler Toledo International Inc/ Healthcare	Added	69,514	+16,279	$88,804,830	+32.3%	1.59%
AXP	American Express Co Financial Services	Added	129,267	+121	$43,724,562	+11.9%	0.78%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	263,538	+9,422	$38,645,212	+5.3%	0.69%
MRK	Merck & Co., Inc. Healthcare	Reduced	291,325	-1,003	$37,435,262	+6.5%	0.67%
CPRT	Copart Inc Industrials	Reduced	1,200,169	-364,473	$33,832,764	−34.9%	0.60%
TT	Trane Technologies plc Industrials	Reduced	59,555	-224	$29,251,033	+17.4%	0.52%
LLY	ELI LILLY & Co Healthcare	Added	22,774	+12,673	$27,315,821	+194.0%	0.49%
JNJ	Johnson & Johnson Healthcare	Added	104,526	+692	$26,546,468	+4.6%	0.47%
NVDA	Nvidia Corp Technology	Added	125,808	+4,468	$25,172,922	+19.0%	0.45%
JPM	Jpmorgan Chase & Co Financial Services	Added	72,324	+1,849	$23,673,814	+14.2%	0.42%
ASML	Asml Holding NV Technology	Reduced	10,003	-509	$19,900,367	+43.3%	0.36%
V	Visa Inc. Financial Services	Reduced	56,482	-295	$19,378,409	+12.9%	0.35%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	117,375	-385,557	$19,199,028	−77.9%	0.34%
DOV	DOVER Corp Industrials	Held	77,215	0	$17,317,780	+7.6%	0.31%
XOM	ExxonMobil Holdings Corp Energy	Added	115,677	+2,837	$15,815,359	−17.4%	0.28%
ABBV	AbbVie Inc. Healthcare	Added	61,088	+8,213	$15,372,184	+33.7%	0.27%
SPY	Spdr S&P 500 ETF Trust	Added	19,088	+2,181	$14,254,345	+29.6%	0.25%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	25,062	+219	$12,565,084	+2.9%	0.22%
KO	Coca Cola Co Consumer Defensive	Reduced	144,230	-2,180	$11,721,572	+5.3%	0.21%
UNP	Union Pacific Corp Industrials	Added	42,118	+1,210	$11,456,096	+15.4%	0.20%
DHR	Danaher Corp /De/ Healthcare	Added	58,291	+8	$11,103,269	+0.5%	0.20%
VB	Vanguard Morningstar Small-Cap ETF	Added	37,696	+20,668	$11,096,163	+58.6%	0.20%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	67,072	+457	$10,161,408	−4.5%	0.18%
WMT	Walmart Inc. Consumer Defensive	Added	89,255	+22,631	$10,109,021	+22.1%	0.18%
WM	Waste Management Inc Industrials	Reduced	44,409	-172	$9,897,877	−3.4%	0.18%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.