Douglass Winthrop Advisors, LLC 13F Holdings · Q2 2026
Douglass Winthrop Advisors, LLC reported 307 securities worth $5.80B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOG (8.03%), BRKB (7.82%), AMZN (5.10%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $465.7M | 8.03% | 1.3M | Trimmed |
| 2 | BRKB | BERKSHIRE HATHAWAY INC | $453.2M | 7.82% | 905,642 | Added |
| 3 | AMZN | AMAZON COM INC | $295.4M | 5.10% | 1.2M | Added |
| 4 | MSFT | MICROSOFT CORP | $292.1M | 5.04% | 782,942 | Added |
| 5 | AAPL | APPLE INC COM | $211.2M | 3.64% | 729,750 | Added |
| 6 | DE | DEERE & CO | $203.3M | 3.51% | 320,538 | Trimmed |
| 7 | MA | MASTERCARD INC | $200.1M | 3.45% | 389,555 | Added |
| 8 | COST | COSTCO WHOLESALE CORP | $175.8M | 3.03% | 187,973 | Trimmed |
| 9 | UBER | UBER TECHNOLOGIES INC | $162.4M | 2.80% | 2.3M | Added |
| 10 | MKL | MARKEL GROUP INC | $157.0M | 2.71% | 80,373 | Trimmed |
| 11 | GOOGL | ALPHABET INC-CL A | $153.9M | 2.66% | 430,657 | Added |
| 12 | FAST | FASTENAL CO COM | $149.4M | 2.58% | 3.1M | Trimmed |
| 13 | TDG | TRANSDIGM GROUP INC | $140.3M | 2.42% | 105,306 | Added |
| 14 | AON | AON PLC | $132.9M | 2.29% | 400,635 | Added |
| 15 | MNST | MONSTER BEVERAGE CORP | $125.5M | 2.17% | 1.3M | Trimmed |
| 16 | MLM | MARTIN MARIETTA MATLS INC | $125.2M | 2.16% | 217,073 | Trimmed |
| 17 | SHW | SHERWIN WILLIAMS CO | $125.0M | 2.16% | 363,117 | Trimmed |
| 18 | CFRUY | CIE FINANCIERE RICHEMONT SA | $119.6M | 2.06% | 5.2M | Trimmed |
| 19 | SPGI | S&P GLOBAL INC | $116.6M | 2.01% | 286,307 | Added |
| 20 | CNI | CANADIAN NATIONAL RAILWAY CO | $111.7M | 1.93% | 936,884 | Trimmed |
| 21 | LIN | Linde PLC | $111.8M | 1.93% | 215,395 | Added |
| 22 | RACE | FERRARI N V NEW F | $111.3M | 1.92% | 299,022 | Added |
| 23 | TPL | TEXAS PACIFIC LAND CORP | $106.5M | 1.84% | 243,355 | Trimmed |
| 24 | NFLX | NETFLIX INC | $105.1M | 1.81% | 1.5M | Added |
| 25 | BAM | BROOKFIELD ASSET MANAGEMENT LT | $94.0M | 1.62% | 2.1M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR