Funds · 13F filer · New York, NY

Douglass Winthrop Advisors, LLC

$5.8B in 308 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+3.4%S&P 500 +20.9%
3y return+36.7%S&P 500 +68.5%
5y return+39.1%S&P 500 +74.5%
10y return+204.7%S&P 500 +256.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since June 30, 2016: $305 against $357 in the S&P 500.2

Douglass Winthrop Advisors, LLCS&P 500 (SPY)
$100$35720162026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
GOOGAlphabet Inc$465.7M8.0%−3.3%
BRK/BBerkshire Hathaway Inc$453.2M7.8%+3.5%
AMZNAmazon Com Inc$295.4M5.1%
MSFTMicrosoft Corp$292.1M5.0%+9.5%
AAPLApple Inc Com$211.2M3.6%
DEDeere & Co$203.3M3.5%
MAMastercard Inc$200.1M3.5%+3.2%
COSTCostco Wholesale Corp$175.8M3.0%
UBERUber Technologies Inc$162.4M2.8%
MKLMarkel Group Inc$157.0M2.7%
GOOGLAlphabet Inc-cl A$153.9M2.7%+2.8%
FASTFastenal Co Com$149.4M2.6%
TDGTransdigm Group Inc$140.3M2.4%+2.4%
Aon PLCCUSIP G0403H108$132.9M2.3%+1.5%
MNSTMonster Beverage Corp$125.5M2.2%−2.1%
MLMMartin Marietta Matls Inc$125.2M2.2%
SHWSherwin Williams Co$125.0M2.2%−1.9%
CFRUYCie Financiere Richemont Sa$119.6M2.1%−1.0%
SPGIS&p Global Inc$116.6M2.0%+12.5%
Linde PLCCUSIP G54950103$111.8M1.9%+1.8%
CNICanadian National Railway Co$111.7M1.9%−1.8%
Ferrari N V New FCUSIP N3167Y103$111.3M1.9%+18.4%
TPLTexas Pacific Land Corp$106.5M1.8%−9.5%
NFLXNetflix Inc$105.1M1.8%+20.0%
BAMBrookfield Asset Management Lt$94.0M1.6%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
NVDANvidia CorpJune 30, 2020+2006.7%$25.2M
TSMTaiwan Semiconductor Mfg Co AdJune 30, 2020+741.2%$89.1M
LLYEli Lilly And CoJune 30, 2020+630.6%$27.3M
Trane Technologies PLCCUSIP G8994E103June 30, 2020+451.9%$29.3M
GOOGLAlphabet Inc-cl AJune 30, 2020+404.0%$153.9M
GOOGAlphabet IncJune 30, 2020+399.9%$465.7M
DEDeere & CoJune 30, 2020+303.7%$203.3M
AXPAmerican Express Co ComJune 30, 2020+255.3%$43.7M
JPMJpmorgan Chase & CoJune 30, 2020+248.0%$23.7M
AAPLApple Inc ComJune 30, 2020+217.3%$211.2M

Sold off last quarter

  • DASTYDassault Sys S A Sponsored Adr was $3.4M
  • CMGChipotle Mexican Grill Inc was $3.2M
  • Honeywell Intl IncCUSIP 438516106 was $1.7M
  • FMCXFForan Mining Corporation was $534K
  • IVVIshares Core S&p 500 Etf Iv was $446K
  • ULUnilever PLC Spon Adr New was $394K
  • GPGIGpgi Inc was $393K
  • EXEExpand Energy Corp was $327K
  • COPConocophillips was $314K
  • BABAAlibaba Group Hldg Ltd Sponsor was $301K

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+6.1%+14.8%
March 31, 2026−5.1%−4.6%
December 31, 2025+0.3%+2.4%
September 30, 2025+2.4%+7.8%
June 30, 2025+5.1%+10.5%
March 31, 2025+1.7%−4.6%
December 31, 2024−0.5%+2.1%
September 30, 2024+6.8%+5.4%
June 30, 2024+0.0%+4.0%
March 31, 2024+8.7%+10.0%
December 31, 2023+11.0%+11.2%
September 30, 2023−3.6%−3.6%
June 30, 2023+8.9%+8.3%
March 31, 2023+6.2%+7.0%
December 31, 2022+9.6%+7.1%
September 30, 2022−6.0%−5.3%
June 30, 2022−16.3%−16.5%
March 31, 2022−6.5%−4.9%
December 31, 2021+9.2%+10.7%
September 30, 2021−0.1%+0.3%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1308527
  2. 2
    Filed August 13, 2026 · accession 0001308527-26-000003