Douglass Winthrop Advisors, Llc Portfolio Stock Holdings
Douglass Winthrop Advisors, Llc disclosed 303 stock positions valued at approximately $5.5 billion in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC, MICROSOFT CORP, and AMAZON COM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 303
- Portfolio Value
- $5.5B
Holdings by Sector
Douglass Winthrop Advisors, Llc Portfolio Holdings in Q1 2026
209 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | BRK-B | Financial Services | 7.68% | 874,970 | -4,091 | -0.47% | $419,285,624 |
| MICROSOFT CORP | MSFT | Technology | 4.85% | 715,013 | +19,131 | +2.75% | $264,676,293 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.71% | 1,235,231 | +33,206 | +2.76% | $257,261,560 |
| APPLE INC COM | AAPL | Technology | 3.36% | 722,635 | -9,789 | -1.34% | $183,397,597 |
| DEERE & CO | DE | Industrials | 3.31% | 321,034 | +10 | +0.00% | $180,838,603 |
| MARKEL GROUP INC | MKL | Financial Services | 2.82% | 80,498 | -1,440 | -1.76% | $154,078,807 |
| FASTENAL CO COM | FAST | Industrials | 2.65% | 3,116,146 | -33,441 | -1.06% | $144,589,163 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 2.36% | 219,073 | -4,559 | -2.04% | $128,963,894 |
| ALPHABET INC-CL A | GOOGL | Communication Services | 2.21% | 419,011 | -23,509 | -5.31% | $120,490,867 |
| TRANSDIGM GROUP INC | TDG | Industrials | 2.18% | 102,803 | +964 | +0.95% | $119,144,565 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 2.17% | 370,122 | -10,822 | -2.84% | $118,642,607 |
| Linde PLC | LIN | Other | 1.92% | 211,490 | +7,532 | +3.69% | $104,848,282 |
| CANADIAN NATIONAL RAILWAY CO | CNI | Industrials | 1.80% | 954,295 | -49,225 | -4.91% | $98,072,897 |
| BROOKFIELD ASSET MANAGEMENT LT | BAM | Financial Services | 1.71% | 2,109,243 | -172,994 | -7.58% | $93,490,475 |
| CIE FINANCIERE RICHEMONT SA | CFRUY | Consumer Cyclical | 1.69% | 5,229,318 | -124,884 | -2.33% | $92,402,049 |
| NESTLE S A | NSRGY | Consumer Defensive | 1.55% | 854,265 | -100,202 | -10.50% | $84,657,661 |
| BERKSHIRE HATHAWAY INC-CL A | BRK-A | Financial Services | 1.41% | 107 | +2 | +1.90% | $76,840,980 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 1.33% | 205,930 | -152 | -0.07% | $72,870,390 |
| METTLER-TOLEDO INTL INC | MTD | Healthcare | 1.23% | 53,235 | +4,982 | +10.32% | $67,139,982 |
| NIKE INC CLASS B | NKE | Consumer Cyclical | 1.19% | 1,235,137 | -20,056 | -1.60% | $65,239,936 |
| COPART INC | CPRT | Industrials | 0.95% | 1,564,642 | +1,179,384 | +306.13% | $51,946,114 |
| AMERICAN EXPRESS CO COM | AXP | Financial Services | 0.72% | 129,146 | -3,303 | -2.49% | $39,064,082 |
| PROCTER & GAMBLE COMPANY COM | PG | Consumer Defensive | 0.67% | 254,116 | -1,923 | -0.75% | $36,704,512 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 0.46% | 103,834 | -4,513 | -4.17% | $25,381,279 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.46% | 59,779 | -197 | -0.33% | $24,912,300 |
| NVIDIA CORP | NVDA | Technology | 0.39% | 121,340 | +16,582 | +15.83% | $21,161,771 |
| EXXON MOBIL CORP | XOM | Energy | 0.35% | 112,840 | +9 | +0.01% | $19,144,434 |
| TAIWAN SEMICONDUCTOR MFG CO AD | TSM | Technology | 0.32% | 52,044 | -6,010 | -10.35% | $17,588,270 |
| VISA INC-CLASS A SHARES | V | Financial Services | 0.31% | 56,777 | -901 | -1.56% | $17,160,280 |
| DOVER CORP | DOV | Industrials | 0.29% | 77,215 | -2,010 | -2.54% | $16,095,467 |
| ASML HOLDING NV-NY REG SHS | ASML | Other | 0.25% | 10,512 | -2,577 | -19.69% | $13,884,565 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.22% | 24,843 | -6 | -0.02% | $12,211,153 |
| THE COCA-COLA CO | KO | Consumer Defensive | 0.20% | 146,410 | +400 | +0.27% | $11,134,480 |
| DANAHER CORP | DHR | Healthcare | 0.20% | 58,283 | -12 | -0.02% | $11,050,368 |
| SPDR S&P 500 ETF TR TR UNIT | SPY | Other | 0.20% | 16,907 | -4,161 | -19.75% | $10,995,298 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.19% | 66,615 | -241 | -0.36% | $10,638,415 |
| WASTE MANAGEMENT INC | WM | Industrials | 0.19% | 44,581 | +1,344 | +3.11% | $10,244,196 |
| SCHNEIDER ELECT SE-UNSP ADR | SBGSY | Industrials | 0.18% | 185,353 | +581 | +0.31% | $10,088,764 |
| UNION PAC CORP | UNP | Industrials | 0.18% | 40,908 | +5,674 | +16.10% | $9,925,099 |
| ELI LILLY AND CO | LLY | Healthcare | 0.17% | 10,101 | -90 | -0.88% | $9,290,597 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.16% | 5,095 | +290 | +6.04% | $8,809,357 |
| WALMART INC | WMT | Consumer Defensive | 0.15% | 66,624 | -140 | -0.21% | $8,280,031 |
| MCDONALD'S CORP | MCD | Consumer Cyclical | 0.15% | 26,032 | +11 | +0.04% | $8,090,485 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.14% | 23,195 | -162 | -0.69% | $7,628,584 |
| MOODY'S CORP | MCO | Financial Services | 0.14% | 17,189 | +890 | +5.46% | $7,498,519 |
| AIRBUS SE - UNSP ADR | EADSY | Industrials | 0.13% | 153,616 | +8,678 | +5.99% | $7,258,356 |
| INTUIT INC | INTU | Technology | 0.13% | 16,023 | +3,249 | +25.43% | $6,928,067 |
| PEPSICO INC | PEP | Consumer Defensive | 0.12% | 43,819 | -1,340 | -2.97% | $6,804,653 |
| L'OREAL-UNSPONSORED ADR | LRLCY | Consumer Defensive | 0.12% | 81,710 | -1,825 | -2.18% | $6,694,500 |
| SYNOPSYS INC | SNPS | Technology | 0.12% | 16,641 | +2,943 | +21.48% | $6,597,824 |
| COUPANG INC | CPNG | Consumer Cyclical | 0.12% | 344,980 | -2,661,845 | -88.53% | $6,513,222 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.12% | 22,075 | +4,822 | +27.95% | $6,335,525 |
| CATERPILLAR INC | CAT | Industrials | 0.12% | 8,911 | -138 | -1.53% | $6,313,087 |
| UNITED RENTALS INC | URI | Industrials | 0.12% | 8,622 | -571 | -6.21% | $6,281,737 |
| CONSTELLATION ENERGY | CEG | Utilities | 0.11% | 22,069 | +1,231 | +5.91% | $6,162,768 |
| VANGUARD INDEX FDS S&P 500 ETF | VOO | Other | 0.11% | 9,913 | -675 | -6.38% | $5,923,534 |
| INTERNATIONAL BUSINESS MACHS C | IBM | Technology | 0.10% | 22,729 | +128 | +0.57% | $5,509,282 |
| WABTEC | WAB | Industrials | 0.10% | 21,621 | +1,461 | +7.25% | $5,403,304 |
| CARRIER GLOBAL CORP | CARR | Industrials | 0.10% | 94,701 | +10,354 | +12.28% | $5,332,592 |
| AUTOMATIC DATA PROCESSING INC | ADP | Technology | 0.10% | 25,817 | -1,270 | -4.69% | $5,245,498 |
| GALLAGHER ARTHUR J & CO | AJG | Financial Services | 0.09% | 23,896 | -732 | -2.97% | $5,175,396 |
| CHEVRON CORP NEW | CVX | Energy | 0.09% | 24,549 | +263 | +1.08% | $5,079,188 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.09% | 48,291 | +90 | +0.19% | $4,958,037 |
| BROWN FORMAN CORP CLASS B | BF-B | Consumer Defensive | 0.09% | 180,948 | -14,500 | -7.42% | $4,784,265 |
| VERISK ANALYTICS INC | VRSK | Industrials | 0.08% | 24,425 | +9,630 | +65.09% | $4,634,670 |
| CINTAS CORP COM | CTAS | Industrials | 0.08% | 25,440 | - | - | $4,302,922 |
| BANK NEW YORK MELLON COR | BK | Financial Services | 0.07% | 32,343 | +400 | +1.25% | $3,836,850 |
| BALL CORP | BALL | Consumer Cyclical | 0.07% | 62,160 | -6,399 | -9.33% | $3,674,285 |
| CORNING INC | GLW | Technology | 0.07% | 26,687 | +702 | +2.70% | $3,628,631 |
| THE CIGNA GROUP | CI | Healthcare | 0.07% | 13,333 | -7 | -0.05% | $3,556,579 |
| DASSAULT SYS S A SPONSORED ADR | DASTY | Technology | 0.06% | 167,696 | +80,245 | +91.76% | $3,397,521 |
| CORE & MAIN INC-CLASS A | CNM | Industrials | 0.06% | 66,666 | -2,468 | -3.57% | $3,293,300 |
| Allegion PLC | G0176J109 | Other | 0.06% | 22,193 | - | - | $3,224,421 |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 0.06% | 98,812 | -22,361 | -18.45% | $3,162,972 |
| AMGEN INCORPORATED | AMGN | Healthcare | 0.06% | 8,949 | -415 | -4.43% | $3,148,706 |
| Ingersoll Rand Inc | IR | Industrials | 0.06% | 39,032 | - | - | $3,127,244 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.06% | 18,407 | +63 | +0.34% | $3,043,396 |
| CENTRAL SECURITIES CF | CET | Financial Services | 0.05% | 59,439 | - | - | $2,951,741 |
| CHUBB LTD | CB | Financial Services | 0.05% | 8,346 | -825 | -9.00% | $2,720,212 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.05% | 28,533 | -806 | -2.75% | $2,650,145 |
| SAP SE F SPONSORED ADR 1 ADR R | SAP | Technology | 0.04% | 14,010 | - | - | $2,398,652 |
| BANK OF AMERICA CORP | BAC | Financial Services | 0.04% | 47,452 | +48 | +0.10% | $2,313,285 |
| SPDR GOLD TRUST | GLD | Other | 0.04% | 5,271 | -511 | -8.84% | $2,268,059 |
| ISHARES MSCI EAFE ETF | EFA | Other | 0.04% | 23,147 | -2,726 | -10.54% | $2,248,268 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.04% | 3,176 | -10 | -0.31% | $2,166,794 |
| WOODWARD INC COM | WWD | Industrials | 0.04% | 6,000 | - | - | $2,147,520 |
| GE AEROSPACE | GE | Industrials | 0.04% | 7,431 | -1,094 | -12.83% | $2,108,695 |
| MCCORMICK & CO INC COM NON VTG | MKC | Consumer Defensive | 0.04% | 41,450 | - | - | $2,090,738 |
| WALT DISNEY CO/THE | DIS | Communication Services | 0.04% | 21,547 | -643 | -2.90% | $2,076,700 |
| ORACLE CORP COM | ORCL | Technology | 0.04% | 14,013 | +33 | +0.24% | $2,061,452 |
| TRACTOR SUPPLY CO | TSCO | Consumer Cyclical | 0.04% | 45,109 | -1,559,720 | -97.19% | $2,043,438 |
| CSX CORP | CSX | Industrials | 0.04% | 49,032 | - | - | $2,012,764 |
| VANGUARD INDEX FDS VANGUARD GR | VUG | Other | 0.04% | 4,456 | +26 | +0.59% | $1,946,336 |
| BRISTOL MYERS SQUIBB CO | BMY | Healthcare | 0.03% | 31,478 | +101 | +0.32% | $1,909,141 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.03% | 20,979 | -5,979 | -22.18% | $1,879,509 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.03% | 7,778 | -73 | -0.93% | $1,837,786 |
| HONEYWELL INTL INC | HON | Industrials | 0.03% | 7,683 | -179 | -2.28% | $1,736,588 |
| ISHARES GOLD ETF | IAU | Other | 0.03% | 18,680 | - | - | $1,646,829 |
| AMETEK INC NEW COM | AME | Industrials | 0.03% | 7,478 | - | - | $1,602,984 |
| NOVARTIS AG-SPONSORED ADR | NVS | Healthcare | 0.03% | 9,838 | - | - | $1,502,754 |