Douglass Winthrop Advisors, LLC
- SEC CIK
- 0001308527
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 282
- 0 vs. Q1 2025
- Portfolio value
- $5.54B
- +$280.7M (+5.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 869,806 | $422.5M | 7.6% | +3,951+0.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 637,198 | $316.9M | 5.7% | +11,423+1.8% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,539,138 | $273.0M | 4.9% | +79,692+5.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,190,405 | $261.2M | 4.7% | +111,717+10.4% | Added | History |
| NFLXNetflix Inc | Stock | 187,558 | $251.2M | 4.5% | −4,722−2.5% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 2,332,230 | $217.6M | 3.9% | +13,824+0.6% | Added | History |
| MAMastercard Inc | Stock | 381,273 | $214.3M | 3.9% | +1,784+0.5% | Added | History |
| COSTCostco Wholesale Corp | Stock | 194,262 | $192.3M | 3.5% | −188−0.1% | Reduced | History |
| MKLMarkel Group Inc. | COM | 83,951 | $167.7M | 3.0% | +283+0.3% | Added | History |
| TDGTransDigm Group INC | COM | 102,649 | $156.1M | 2.8% | +935+0.9% | Added | History |
| DEDeere & Co | Stock | 287,113 | $146.0M | 2.6% | +7,387+2.6% | Added | History |
| AAPLApple Inc. | Stock | 698,526 | $143.3M | 2.6% | −28,257−3.9% | Reduced | History |
| AONAon plc | CL A | 397,087 | $141.7M | 2.6% | +29,387+8.0% | Added | History |
| FASTFastenal Co | Stock | 3,261,361 | $137.0M | 2.5% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| SHWSherwin Williams Co | COM | 391,183 | $134.3M | 2.4% | +4,092+1.1% | Added | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,399,402 | $132.6M | 2.4% | −272,663−10.2% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 246,901 | $130.2M | 2.4% | +2,105+0.9% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 230,295 | $126.4M | 2.3% | +7,850+3.5% | Added | History |
| CPRTCopart Inc | COM | 2,453,164 | $120.4M | 2.2% | +899,830+57.9% | Added | History |
| ROPRoper Technologies Inc | Stock | 211,926 | $120.1M | 2.2% | +2,687+1.3% | Added | History |
| CNICanadian National Railway Co | Stock | 1,077,381 | $112.1M | 2.0% | +22,790+2.2% | Added | History |
| TPLTexas Pacific Land Corp | Stock | 102,780 | $108.6M | 2.0% | +3,290+3.3% | Added | History |
| Compagnie Financiere Richemont ADR204319107 | COM | 5,476,859 | $103.1M | 1.9% | +114,228+2.1% | Added | – |
| MNSTMonster Beverage Corp | COM | 1,622,360 | $101.6M | 1.8% | −6,274−0.4% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 444,998 | $98.4M | 1.8% | +20,109+4.7% | Added | History |
| Nestle SA ADR641069406 | COM | 975,610 | $96.9M | 1.7% | −35,515−3.5% | Reduced | – |
| NKENIKE, Inc. | Stock | 1,263,345 | $89.7M | 1.6% | +1,209,843+2,261.3% | Added | History |
| TSCOTractor Supply Co | COM | 1,634,236 | $86.2M | 1.6% | +31,185+1.9% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 106 | $77.3M | 1.4% | −2−1.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 425,050 | $74.9M | 1.4% | +78,930+22.8% | Added | History |
| ZTSZoetis Inc. | Stock | 479,947 | $74.8M | 1.4% | −1,541−0.3% | Reduced | History |
| AXPAmerican Express Co | Stock | 130,932 | $41.8M | 0.8% | −1,790−1.3% | Reduced | History |
| TTTrane Technologies plc | SHS | 61,200 | $26.8M | 0.5% | +36,219+145.0% | Added | History |
| MRKMerck & Co., Inc. | Stock | 283,590 | $22.4M | 0.4% | −12,143−4.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 132,222 | $20.9M | 0.4% | +7,065+5.6% | Added | History |
| PGProcter & Gamble Co | Stock | 118,389 | $18.9M | 0.3% | +40,763+52.5% | Added | History |
| VVisa Inc. | Stock | 45,763 | $16.2M | 0.3% | −992−2.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 54,879 | $15.9M | 0.3% | +1,130+2.1% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 50,330 | $15.3M | 0.3% | +50,330 | New | – |
| DOVDOVER Corp | COM | 83,225 | $15.2M | 0.3% | −175−0.2% | Reduced | History |
| JNJJohnson & Johnson | Stock | 97,081 | $14.8M | 0.3% | −1,343−1.4% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 60,882 | $13.8M | 0.2% | −2,084−3.3% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 20,736 | $12.8M | 0.2% | −226−1.1% | Reduced | History |
| MELIMercadolibre Inc | COM | 4,779 | $12.5M | 0.2% | −181−3.6% | Reduced | History |
| DHRDanaher Corp | Stock | 58,977 | $11.7M | 0.2% | −14,491−19.7% | Reduced | History |
| ASMLASML Holding NV | ADR | 13,586 | $10.9M | 0.2% | −528−3.7% | Reduced | History |
| KOCoca Cola Co | Stock | 149,400 | $10.6M | 0.2% | +58,045+63.5% | Added | History |
| ACNAccenture plc | Stock | 33,994 | $10.2M | 0.2% | −255,513−88.3% | Reduced | History |
| INTUIntuit Inc. | Stock | 12,687 | $9.99M | 0.2% | −403−3.1% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 24,356 | $9.88M | 0.2% | −1,522−5.9% | Reduced | History |
| Schneider Electric SE80687P106 | COM | 184,336 | $9.84M | 0.2% | −6,031−3.2% | Reduced | – |
| WMWaste Management Inc | Stock | 42,548 | $9.74M | 0.2% | −1,398−3.2% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 87,756 | $9.46M | 0.2% | −484−0.5% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 304,280 | $9.12M | 0.2% | −5,513−1.8% | Reduced | History |
| MCOMoodys Corp | Stock | 16,572 | $8.31M | 0.2% | −644−3.7% | Reduced | History |
| AJGArthur J. Gallagher & Co. | COM | 25,202 | $8.07M | 0.1% | −15−0.1% | Reduced | History |
| HDHome Depot, Inc. | Stock | 21,912 | $8.03M | 0.1% | −848−3.7% | Reduced | History |
| Airbus SE009279100 | COM | 151,091 | $7.91M | 0.1% | −6,344−4.0% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 41,946 | $7.79M | 0.1% | 00.0% | Unchanged | History |
| L Oreal Co ADR502117203 | COM | 88,557 | $7.57M | 0.1% | −2,976−3.3% | Reduced | – |
| ADPAutomatic Data Processing Inc | Stock | 24,390 | $7.52M | 0.1% | −60−0.2% | Reduced | History |
| TJXTJX Companies Inc | Stock | 57,136 | $7.06M | 0.1% | −4,250−6.9% | Reduced | History |
| URIUnited Rentals, Inc. | COM | 9,147 | $6.89M | 0.1% | −348−3.7% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 20,931 | $6.76M | 0.1% | −592−2.8% | Reduced | History |
| LLYEli Lilly & Co | Stock | 8,598 | $6.70M | 0.1% | −232−2.6% | Reduced | History |
| WMTWalmart Inc. | Stock | 65,233 | $6.38M | 0.1% | +699+1.1% | Added | History |
| SNPSSynopsys Inc | COM | 12,174 | $6.24M | 0.1% | +655+5.7% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 106,419 | $5.98M | 0.1% | +8,649+8.8% | Added | History |
| ABTAbbott Laboratories | Stock | 41,803 | $5.69M | 0.1% | −915−2.1% | Reduced | History |
| BF.BBrown Forman Corp | Stock | 210,101 | $5.65M | 0.1% | −12,366−5.6% | Reduced | History |
| FRGEForge Global Holdings, Inc. | COM | 295,854 | $5.63M | 0.1% | 00.0% | UnchangedConverted for a 1-for-15 split | History |
| CARRCarrier Global Corp | Stock | 75,965 | $5.56M | 0.1% | −3,050−3.9% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 9,711 | $5.52M | 0.1% | −728−7.0% | Reduced | – |
| IBMInternational Business Machines Corp | Stock | 18,245 | $5.38M | 0.1% | +50+0.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 7,236 | $5.34M | 0.1% | +712+10.9% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 92,131 | $5.25M | 0.1% | +92,131 | New | – |
| PEPPepsiCo Inc | Stock | 39,109 | $5.16M | 0.1% | −5,318−12.0% | Reduced | History |
| MCDMcDonalds Corp | Stock | 16,857 | $4.93M | 0.1% | −20−0.1% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 17,230 | $4.41M | 0.1% | −1,729−9.1% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 15,672 | $4.32M | 0.1% | −1,096−6.5% | Reduced | History |
| CNMCore & Main, Inc. | CL A | 67,593 | $4.08M | 0.1% | −2,124−3.0% | Reduced | History |
| BALLBALL Corp | COM | 71,822 | $4.03M | 0.1% | −3,401−4.5% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 146,348 | $4.01M | 0.1% | −8,022−5.2% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 12,737 | $3.97M | 0.1% | −538−4.1% | Reduced | History |
| TSLATesla, Inc. | Stock | 12,319 | $3.91M | 0.1% | −90−0.7% | Reduced | History |
| CVXChevron Corp | Stock | 26,912 | $3.85M | 0.1% | −677−2.5% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 20,183 | $3.68M | 0.1% | −607−2.9% | Reduced | History |
| CATCaterpillar Inc | Stock | 8,885 | $3.45M | 0.1% | 00.0% | Unchanged | History |
| IRIngersoll Rand Inc. | COM | 39,032 | $3.25M | 0.1% | +39,032 | New | History |
| CICigna Group | Stock | 9,805 | $3.24M | 0.1% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 4,578 | $3.24M | 0.1% | −36−0.8% | Reduced | History |
| ALLEAllegion plc | ORD SHS | 22,193 | $3.20M | 0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 11,149 | $3.11M | 0.1% | −2,915−20.7% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 13,190 | $3.03M | 0.1% | −278−2.1% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 31,943 | $2.91M | 0.1% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 9,392 | $2.72M | <0.1% | +475+5.3% | Added | History |
| LINLinde PLC | Stock | 5,799 | $2.72M | <0.1% | −50−0.9% | Reduced | History |
| CETCentral Securities Corp | COM | 56,658 | $2.71M | <0.1% | 00.0% | Unchanged | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 12,721 | $2.66M | <0.1% | +12,721 | New | History |
| SBUXStarbucks Corp | Stock | 28,694 | $2.63M | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (12)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 12,719 | $713.9K | <0.1% | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,198 | $638.0K | <0.1% | – |
| PYPLPayPal Holdings, Inc. | Stock | 8,319 | $542.8K | <0.1% | History |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 7,502 | $536.8K | <0.1% | – |
| MARMarriott International Inc | Stock | 2,208 | $525.9K | <0.1% | History |
| iShares Tr464288273 | EAFE SML CP ETF | 7,950 | $505.1K | <0.1% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,390 | $483.4K | <0.1% | – |
| J P Morgan Exchange Traded F46641Q233 | BETA DEVE EX ETF | 5,618 | $273.3K | <0.1% | – |
| SOLVSolventum Corp | Stock | 3,477 | $264.4K | <0.1% | History |
| CRTOCriteo S.A. | SPONS ADS | 7,000 | $247.9K | <0.1% | History |
| iShares Tr464287556 | ISHARES BIOTECH | 1,835 | $234.7K | <0.1% | – |
| CABOCable One, Inc. | COM | 875 | $232.5K | <0.1% | History |