Douglass Winthrop Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Douglass Winthrop Advisors, Llc disclosed 302 stock positions valued at approximately $5.80B as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, BERKSHIRE HATHAWAY INC, and AMAZON COM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 302
- Portfolio Value
- $5.80B
Holdings by Sector
Douglass Winthrop Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOG | Communication Services | 8.03% | 1,317,984 | -44,294 | -3.25% | $465,683,196 |
| BERKSHIRE HATHAWAY INC | BRK-B | Financial Services | 7.82% | 905,642 | +30,672 | +3.51% | $453,174,200 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.10% | 1,239,568 | +4,337 | +0.35% | $295,438,637 |
| MICROSOFT CORP | MSFT | Technology | 5.04% | 782,942 | +67,929 | +9.50% | $292,053,097 |
| APPLE INC COM | AAPL | Technology | 3.64% | 729,750 | +7,115 | +0.98% | $211,160,372 |
| DEERE & CO | DE | Industrials | 3.51% | 320,538 | -496 | -0.15% | $203,327,060 |
| MASTERCARD INC | MA | Financial Services | 3.45% | 389,555 | +12,261 | +3.25% | $200,075,600 |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 3.03% | 187,973 | -841 | -0.45% | $175,843,102 |
| UBER TECHNOLOGIES INC | UBER | Technology | 2.80% | 2,250,320 | +580 | +0.03% | $162,383,091 |
| MARKEL GROUP INC | MKL | Financial Services | 2.71% | 80,373 | -125 | -0.16% | $156,969,273 |
| ALPHABET INC-CL A | GOOGL | Communication Services | 2.66% | 430,657 | +11,646 | +2.78% | $153,903,892 |
| FASTENAL CO COM | FAST | Industrials | 2.58% | 3,109,517 | -6,629 | -0.21% | $149,350,089 |
| TRANSDIGM GROUP INC | TDG | Industrials | 2.42% | 105,306 | +2,503 | +2.43% | $140,271,804 |
| AON PLC | AON | Financial Services | 2.29% | 400,635 | +6,099 | +1.55% | $132,886,623 |
| MONSTER BEVERAGE CORP | MNST | Consumer Defensive | 2.17% | 1,305,722 | -28,354 | -2.13% | $125,505,999 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 2.16% | 217,073 | -2,000 | -0.91% | $125,185,999 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 2.16% | 363,117 | -7,005 | -1.89% | $125,028,445 |
| CIE FINANCIERE RICHEMONT SA | CFRUY | Consumer Cyclical | 2.06% | 5,175,170 | -54,148 | -1.04% | $119,598,179 |
| S&P GLOBAL INC | SPGI | Financial Services | 2.01% | 286,307 | +31,765 | +12.48% | $116,601,212 |
| Linde PLC | LIN | Other | 1.93% | 215,395 | +3,905 | +1.85% | $111,777,081 |
| CANADIAN NATIONAL RAILWAY CO | CNI | Industrials | 1.93% | 936,884 | -17,411 | -1.82% | $111,714,048 |
| FERRARI N V NEW F | RACE | Other | 1.92% | 299,022 | +46,489 | +18.41% | $111,322,900 |
| TEXAS PACIFIC LAND CORP | TPL | Energy | 1.84% | 243,355 | -25,531 | -9.50% | $106,501,882 |
| NETFLIX INC | NFLX | Communication Services | 1.81% | 1,472,507 | +245,754 | +20.03% | $105,137,000 |
| BROOKFIELD ASSET MANAGEMENT LT | BAM | Financial Services | 1.62% | 2,095,371 | -13,872 | -0.66% | $93,977,389 |
| LONDON STOCK EXCHANGE GROUP AD | LSEGY | Other | 1.56% | 3,350,796 | +199,656 | +6.34% | $90,672,540 |
| TAIWAN SEMICONDUCTOR MFG CO AD | TSM | Technology | 1.54% | 186,555 | +134,511 | +258.46% | $89,093,071 |
| METTLER-TOLEDO INTL INC | MTD | Healthcare | 1.53% | 69,514 | +16,279 | +30.58% | $88,804,830 |
| BERKSHIRE HATHAWAY INC-CL A | BRK-A | Financial Services | 1.40% | 108 | +1 | +0.93% | $80,875,800 |
| NESTLE S A | NSRGY | Consumer Defensive | 0.87% | 492,594 | -361,671 | -42.34% | $50,584,478 |
Showing 30 of 302 holdings in the latest reporting period.