Douglass Winthrop Advisors, LLC
Q2 2026 13F filing
Updated 28 days ago308 disclosed positions worth $5.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $465.7M | 1.32M | 8.03% | Trimmed(-3.3%) |
| 2 | B BRK-A BERKSHIRE HATHAWAY INC | $453.2M | 905.6K | 7.82% | Added(+3.5%) |
| 3 | A AMZN AMAZON COM INC | $295.4M | 1.24M | 5.10% | Added(+0.3%) |
| 4 | M MSFT MICROSOFT CORP | $292.1M | 782.9K | 5.04% | Added(+9.5%) |
| 5 | A AAPL APPLE INC COM | $211.2M | 729.8K | 3.64% | Added(+1.0%) |
| 6 | D DE DEERE & CO | $203.3M | 320.5K | 3.51% | Trimmed(-0.1%) |
| 7 | M MA MASTERCARD INC | $200.1M | 389.6K | 3.45% | Added(+3.3%) |
| 8 | C COST COSTCO WHOLESALE CORP | $175.8M | 188.0K | 3.03% | Trimmed(-0.5%) |
| 9 | U UBER UBER TECHNOLOGIES INC | $162.4M | 2.25M | 2.80% | Added(+0.0%) |
| 10 | M MKL MARKEL GROUP INC | $157M | 80.4K | 2.71% | Trimmed(-0.2%) |
| 11 | G GOOGN ALPHABET INC-CL A | $153.9M | 430.7K | 2.66% | Added(+2.8%) |
| 12 | F FAST FASTENAL CO COM | $149.4M | 3.11M | 2.58% | Trimmed(-0.2%) |
| 13 | T TDG TRANSDIGM GROUP INC | $140.3M | 105.3K | 2.42% | Added(+2.4%) |
| 14 | A AON AON PLC | $132.9M | 400.6K | 2.29% | Added(+1.6%) |
| 15 | M MNST MONSTER BEVERAGE CORP | $125.5M | 1.31M | 2.17% | Trimmed(-2.1%) |
| 16 | M MLM MARTIN MARIETTA MATLS INC | $125.2M | 217.1K | 2.16% | Trimmed(-0.9%) |
| 17 | S SHW SHERWIN WILLIAMS CO | $125M | 363.1K | 2.16% | Trimmed(-1.9%) |
| 18 | C CODGF CIE FINANCIERE RICHEMONT SA | $119.6M | 5.18M | 2.06% | Trimmed(-1.0%) |
| 19 | S SPGI S&P GLOBAL INC | $116.6M | 286.3K | 2.01% | Added(+12.5%) |
| 20 | L LIN Linde PLC | $111.8M | 215.4K | 1.93% | Added(+1.9%) |
| 21 | C CNI CANADIAN NATIONAL RAILWAY CO | $111.7M | 936.9K | 1.93% | Trimmed(-1.8%) |
| 22 | R RACE FERRARI N V NEW F | $111.3M | 299.0K | 1.92% | Added(+18.4%) |
| 23 | T TPL TEXAS PACIFIC LAND CORP | $106.5M | 243.4K | 1.84% | Trimmed(-9.5%) |
| 24 | N NFLX NETFLIX INC | $105.1M | 1.47M | 1.81% | Added(+20.0%) |
| 25 | B BAM BROOKFIELD ASSET MANAGEMENT LT | $94M | 2.10M | 1.62% | Trimmed(-0.7%) |
| 26 | L LSEGY LONDON STOCK EXCHANGE GROUP AD | $90.7M | 3.35M | 1.56% | Added(+6.3%) |
| 27 | T TSMWF TAIWAN SEMICONDUCTOR MFG CO AD | $89.1M | 186.6K | 1.54% | Added(+258.5%) |
| 28 | M MTD METTLER-TOLEDO INTL INC | $88.8M | 69.5K | 1.53% | Added(+30.6%) |
| 29 | B BRK-A BERKSHIRE HATHAWAY INC-CL A | $80.9M | 108 | 1.40% | Added(+0.9%) |
| 30 | I IAU NESTLE S A | $50.6M | 492.6K | 0.87% | Trimmed(-42.3%) |
| 31 | A AXP AMERICAN EXPRESS CO COM | $43.7M | 129.3K | 0.75% | Added(+0.1%) |
| 32 | P PG PROCTER & GAMBLE COMPANY COM | $38.6M | 263.5K | 0.67% | Added(+3.7%) |
| 33 | M MRK MERCK & CO. INC. | $37.4M | 291.3K | 0.65% | Trimmed(-0.3%) |
| 34 | C CPRT COPART INC | $33.8M | 1.20M | 0.58% | Trimmed(-23.3%) |
| 35 | T TT TRANE TECHNOLOGIES PLC | $29.3M | 59.6K | 0.50% | Trimmed(-0.4%) |
| 36 | L LLY ELI LILLY AND CO | $27.3M | 22.8K | 0.47% | Added(+125.5%) |
| 37 | J JNJ JOHNSON & JOHNSON COM | $26.5M | 104.5K | 0.46% | Added(+0.7%) |
| 38 | N NVDA NVIDIA CORP | $25.2M | 125.8K | 0.43% | Added(+3.7%) |
| 39 | J JPM-PM JPMORGAN CHASE & CO | $23.7M | 72.3K | 0.41% | Added(+2.6%) |
| 40 | A ASMLF ASML HOLDING NV-NY REG SHS | $19.9M | 10.0K | 0.34% | Trimmed(-4.8%) |
| 41 | V V VISA INC-CLASS A SHARES | $19.4M | 56.5K | 0.33% | Trimmed(-0.5%) |
| 42 | A AMT AMERICAN TOWER CORP | $19.2M | 117.4K | 0.33% | Trimmed(-76.7%) |
| 43 | D DOV DOVER CORP | $17.3M | 77.2K | 0.30% | Unchanged |
| 44 | X XOM EXXON MOBIL CORP | $15.8M | 115.7K | 0.27% | Added(+2.5%) |
| 45 | A ABBV ABBVIE INC | $15.4M | 61.1K | 0.27% | Added(+15.5%) |
| 46 | S SPY SPDR S&P 500 ETF TR TR UNIT | $14.3M | 19.1K | 0.25% | Added(+12.9%) |
| 47 | T TMO THERMO FISHER SCIENTIFIC INC | $12.6M | 25.1K | 0.22% | Added(+0.9%) |
| 48 | S SNDR SCHNEIDER ELECT SE-UNSP ADR | $11.8M | 181.3K | 0.20% | Trimmed(-2.2%) |
| 49 | K KO THE COCA-COLA CO | $11.7M | 144.2K | 0.20% | Trimmed(-1.5%) |
| 50 | U UNP UNION PAC CORP | $11.5M | 42.1K | 0.20% | Added(+3.0%) |