Douglass Winthrop Advisors, LLC portfolio
Managed by . 303 reported positions worth $5.5B as of 2026-03-31, filed with the SEC on 2026-05-14. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 44 days old on 2026-05-14, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| LSEGY | LONDON STOCK EXCHANGE GROUP AD | $94.0M | 3,151,140 | 1.72% |
| RACE | FERRARI N V NEW F | $84.1M | 252,533 | 1.54% |
| STUB | STUBHUB HOLDINGS INC | $990,001 | 158,654 | 0.02% |
| GPGI | GPGI INC | $393,300 | 23,000 | 0.01% |
| COP | CONOCOPHILLIPS | $313,896 | 2,378 | 0.01% |
| BHP | BHP GROUP LTD SPONSORED ADR IS | $309,145 | 4,250 | 0.01% |
| C | CITIGROUP INC COM NEW | $284,205 | 2,506 | 0.01% |
| HYT | BLACKROCK CORPORATE HIGH | $255,600 | 30,000 | 0.00% |
| TRGP | TARGA RES CORP | $250,479 | 999 | 0.00% |
| EQIX | Equinix Inc | $248,981 | 254 | 0.00% |
| FDX | FEDEX CORP COM | $235,435 | 661 | 0.00% |
| HSY | HERSHEY CO | $227,640 | 1,095 | 0.00% |
| OGS | One Gas Inc | $215,325 | 2,500 | 0.00% |
| GSKRF | GOLDSKY RESOURCES CORP | $70,861 | 32,000 | 0.00% |
| PSRHF | PULSAR HELIUM INC | $56,475 | 45,000 | 0.00% |
| UURAF | UCORE RARE METALS INC | $40,000 | 10,000 | 0.00% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| BND | VANGUARD TOTAL BOND MARKET ETF | $477,900 | 6,452 | 0.00% |
| APO | APOLLO GLOBAL MGMT INC NEW COM | $449,625 | 3,106 | 0.00% |
| USHY | ISHARES TR BROAD USD HIGH YIEL | $437,521 | 11,700 | 0.00% |
| BDX | BECTON DICKINSON & CO | $394,156 | 2,031 | 0.00% |
| IGF | ISHARES GLOBAL INFRASTRUCTURE | $357,422 | 5,825 | 0.00% |
| TLT | ISHARES TR 20 YR TREAS BD ETF | $348,640 | 4,000 | 0.00% |
| CHINACAST EDUCATION CORP | CHINACAST EDUCATION CORP | $334,530 | 3,500 | 0.00% |
| JD | JD COM INC F SPONSORED ADR 1 A | $295,036 | 10,280 | 0.00% |
| GGG | GRACO INC | $280,091 | 3,417 | 0.00% |
| PLTR | Palantir Technologies, Inc. | $265,025 | 1,491 | 0.00% |
| AWK | AMERICAN WTR WKS CO INC | $255,127 | 1,955 | 0.00% |
| MCHI | ISHARES MSCI CHINA ETF | $243,884 | 4,060 | 0.00% |
| USB | US BANCORP DEL COM NEW | $242,468 | 4,544 | 0.00% |
| FIS | FIDELITY NATL INFORMATION SVCS | $239,256 | 3,600 | 0.00% |
| VLTO | VERALTO CORP | $236,585 | 2,371 | 0.00% |
| BN | BROOKFIELD CORP F CLASS A | $234,543 | 5,101 | 0.00% |
| KKR | KKR & CO INC COM | $224,747 | 1,763 | 0.00% |
| BVERS | BEAVER COAL LTD LP | $209,150 | 80 | 0.00% |
| BRO | BROWN & BROWN INC COM | $207,220 | 2,600 | 0.00% |
| SUA HLDGS LTD F | SUA HLDGS LTD F | $0 | 35,000 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $264.7M | 715,013 | 4.85% | +3% |
| AMZN | AMAZON COM INC | $257.3M | 1,235,231 | 4.71% | +3% |
| NFLX | NETFLIX INC | $118.0M | 1,226,753 | 2.16% | +52% |
| SPGI | S&P GLOBAL INC | $108.3M | 254,542 | 1.98% | +7% |
| LIN | Linde PLC | $104.8M | 211,490 | 1.92% | +4% |
| BRK/A | BERKSHIRE HATHAWAY INC-CL A | $76.8M | 107 | 1.41% | +2% |
| MTD | METTLER-TOLEDO INTL INC | $67.1M | 53,235 | 1.23% | +10% |
| CPRT | COPART INC | $51.9M | 1,564,642 | 0.95% | +306% |
| NVDA | NVIDIA CORP | $21.2M | 121,340 | 0.39% | +16% |
| WM | WASTE MANAGEMENT INC | $10.2M | 44,581 | 0.19% | +3% |
| UNP | UNION PAC CORP | $9.9M | 40,908 | 0.18% | +16% |
| MELI | MERCADOLIBRE INC | $8.8M | 5,095 | 0.16% | +6% |
| MCO | MOODY'S CORP | $7.5M | 17,189 | 0.14% | +5% |
| EADSY | AIRBUS SE - UNSP ADR | $7.3M | 153,616 | 0.13% | +6% |
| INTU | INTUIT INC | $6.9M | 16,023 | 0.13% | +25% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| TSCO | TRACTOR SUPPLY CO | $2.0M | 45,109 | 0.04% | -97% |
| CPNG | COUPANG INC | $6.5M | 344,980 | 0.12% | -89% |
| VTI | VANGUARD TOTAL STOCK MARKET ET | $288,108 | 898 | 0.01% | -70% |
| TROW | PRICE T ROWE GROUP INC COM | $276,640 | 3,069 | 0.01% | -69% |
| QQQM | INVESCO NASDAQ 100 ETF | $340,985 | 1,435 | 0.01% | -65% |
| IVV | ISHARES CORE S&P 500 ETF IV | $446,142 | 683 | 0.01% | -63% |
| BNPQY | BNP PARIBAS F SPONSORED ADR 1 | $624,381 | 13,120 | 0.01% | -62% |
| SCHW | CHARLES SCHWAB CORP | $228,653 | 2,433 | 0.00% | -61% |
| ADI | ANALOG DEVICES INC | $236,060 | 742 | 0.00% | -53% |
| VZ | VERIZON COMMUNICATIONS I | $468,448 | 9,332 | 0.01% | -48% |
| GUNR | FLEXSHARES TR MORNINGSTAR GLOB | $582,821 | 10,566 | 0.01% | -36% |
| MRSH | Marsh & McLennan Companies Inc | $208,140 | 1,200 | 0.00% | -30% |
| PANW | PALO ALTO NETWORKS INC | $264,207 | 1,648 | 0.00% | -28% |
| MMM | 3M CO | $1.6M | 10,920 | 0.03% | -27% |
| VB | VANGUARD INDEX FDS VANGUARD SM | $461,241 | 1,761 | 0.01% | -25% |
Largest 150 of 303 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC | $419.3M | 874,970 | 7.68% | — |
| GOOG | ALPHABET INC | $390.8M | 1,362,278 | 7.16% | — |
| MSFT | MICROSOFT CORP | $264.7M | 715,013 | 4.85% | — |
| AMZN | AMAZON COM INC | $257.3M | 1,235,231 | 4.71% | — |
| MA | MASTERCARD INC | $188.5M | 377,294 | 3.45% | — |
| COST | COSTCO WHOLESALE CORP | $188.1M | 188,814 | 3.44% | — |
| AAPL | APPLE INC COM | $183.4M | 722,635 | 3.36% | — |
| DE | DEERE & CO | $180.8M | 321,034 | 3.31% | — |
| UBER | UBER TECHNOLOGIES INC | $161.8M | 2,249,740 | 2.96% | — |
| MKL | MARKEL GROUP INC | $154.1M | 80,498 | 2.82% | — |
| FAST | FASTENAL CO COM | $144.6M | 3,116,146 | 2.65% | — |
| MLM | MARTIN MARIETTA MATLS INC | $129.0M | 219,073 | 2.36% | — |
| TPL | TEXAS PACIFIC LAND CORP | $127.6M | 268,886 | 2.34% | — |
| AON | AON PLC | $127.3M | 394,536 | 2.33% | — |
| GOOGL | ALPHABET INC-CL A | $120.5M | 419,011 | 2.21% | — |
| TDG | TRANSDIGM GROUP INC | $119.1M | 102,803 | 2.18% | — |
| SHW | SHERWIN WILLIAMS CO | $118.6M | 370,122 | 2.17% | — |
| NFLX | NETFLIX INC | $118.0M | 1,226,753 | 2.16% | — |
| SPGI | S&P GLOBAL INC | $108.3M | 254,542 | 1.98% | — |
| LIN | Linde PLC | $104.8M | 211,490 | 1.92% | — |
| CNI | CANADIAN NATIONAL RAILWAY CO | $98.1M | 954,295 | 1.80% | — |
| MNST | MONSTER BEVERAGE CORP | $96.7M | 1,334,076 | 1.77% | — |
| LSEGY | LONDON STOCK EXCHANGE GROUP AD | $94.0M | 3,151,140 | 1.72% | — |
| BAM | BROOKFIELD ASSET MANAGEMENT LT | $93.5M | 2,109,243 | 1.71% | — |
| CFRUY | CIE FINANCIERE RICHEMONT SA | $92.4M | 5,229,318 | 1.69% | — |
| AMT | AMERICAN TOWER CORP | $86.8M | 502,932 | 1.59% | — |
| NSRGY | NESTLE S A | $84.7M | 854,265 | 1.55% | — |
| RACE | FERRARI N V NEW F | $84.1M | 252,533 | 1.54% | — |
| BRK/A | BERKSHIRE HATHAWAY INC-CL A | $76.8M | 107 | 1.41% | — |
| ROP | ROPER TECHNOLOGIES INC | $72.9M | 205,930 | 1.33% | — |
| MTD | METTLER-TOLEDO INTL INC | $67.1M | 53,235 | 1.23% | — |
| NKE | NIKE INC CLASS B | $65.2M | 1,235,137 | 1.19% | — |
| CPRT | COPART INC | $51.9M | 1,564,642 | 0.95% | — |
| AXP | AMERICAN EXPRESS CO COM | $39.1M | 129,146 | 0.72% | — |
| PG | PROCTER & GAMBLE COMPANY COM | $36.7M | 254,116 | 0.67% | — |
| MRK | MERCK & CO. INC. | $35.2M | 292,328 | 0.64% | — |
| JNJ | JOHNSON & JOHNSON COM | $25.4M | 103,834 | 0.46% | — |
| TT | TRANE TECHNOLOGIES PLC | $24.9M | 59,779 | 0.46% | — |
| NVDA | NVIDIA CORP | $21.2M | 121,340 | 0.39% | — |
| JPM | JPMORGAN CHASE & CO | $20.7M | 70,475 | 0.38% | — |
| EXMOC | EXXON MOBIL CORP | $19.1M | 112,840 | 0.35% | — |
| TSM | TAIWAN SEMICONDUCTOR MFG CO AD | $17.6M | 52,044 | 0.32% | — |
| V | VISA INC-CLASS A SHARES | $17.2M | 56,777 | 0.31% | — |
| DOV | DOVER CORP | $16.1M | 77,215 | 0.29% | — |
| ASML | ASML HOLDING NV-NY REG SHS | $13.9M | 10,512 | 0.25% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $12.2M | 24,843 | 0.22% | — |
| ABBV | ABBVIE INC | $11.5M | 52,875 | 0.21% | — |
| KO | THE COCA-COLA CO | $11.1M | 146,410 | 0.20% | — |
| DHR | DANAHER CORP | $11.1M | 58,283 | 0.20% | — |
| SPY | SPDR S&P 500 ETF TR TR UNIT | $11.0M | 16,907 | 0.20% | — |
| TJX | TJX COS INC NEW | $10.6M | 66,615 | 0.19% | — |
| WM | WASTE MANAGEMENT INC | $10.2M | 44,581 | 0.19% | — |
| SBGSY | SCHNEIDER ELECT SE-UNSP ADR | $10.1M | 185,353 | 0.18% | — |
| UNP | UNION PAC CORP | $9.9M | 40,908 | 0.18% | — |
| LLY | ELI LILLY AND CO | $9.3M | 10,101 | 0.17% | — |
| MELI | MERCADOLIBRE INC | $8.8M | 5,095 | 0.16% | — |
| WMT | WALMART INC | $8.3M | 66,624 | 0.15% | — |
| MCD | MCDONALD'S CORP | $8.1M | 26,032 | 0.15% | — |
| HD | HOME DEPOT INC | $7.6M | 23,195 | 0.14% | — |
| MCO | MOODY'S CORP | $7.5M | 17,189 | 0.14% | — |
| EADSY | AIRBUS SE - UNSP ADR | $7.3M | 153,616 | 0.13% | — |
| INTU | INTUIT INC | $6.9M | 16,023 | 0.13% | — |
| PEP | PEPSICO INC | $6.8M | 43,819 | 0.12% | — |
| LRLCY | L'OREAL-UNSPONSORED ADR | $6.7M | 81,710 | 0.12% | — |
| SNPS | SYNOPSYS INC | $6.6M | 16,641 | 0.12% | — |
| CPNG | COUPANG INC | $6.5M | 344,980 | 0.12% | — |
| NSC | NORFOLK SOUTHN CORP | $6.3M | 22,075 | 0.12% | — |
| CAT | CATERPILLAR INC | $6.3M | 8,911 | 0.12% | — |
| URI | UNITED RENTALS INC | $6.3M | 8,622 | 0.12% | — |
| CEG | CONSTELLATION ENERGY | $6.2M | 22,069 | 0.11% | — |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $5.9M | 9,913 | 0.11% | — |
| ACN | ACCENTURE PLC | $5.6M | 28,116 | 0.10% | — |
| IBM | INTERNATIONAL BUSINESS MACHS C | $5.5M | 22,729 | 0.10% | — |
| WAB | WABTEC | $5.4M | 21,621 | 0.10% | — |
| CARR | CARRIER GLOBAL CORP | $5.3M | 94,701 | 0.10% | — |
| ADP | AUTOMATIC DATA PROCESSING INC | $5.2M | 25,817 | 0.10% | — |
| AJG | GALLAGHER ARTHUR J & CO | $5.2M | 23,896 | 0.09% | — |
| CVX | CHEVRON CORP NEW | $5.1M | 24,549 | 0.09% | — |
| AVGO | BROADCOM INC | $5.0M | 16,153 | 0.09% | — |
| ABT | ABBOTT LABORATORIES | $5.0M | 48,291 | 0.09% | — |
| TSLA | TESLA INC | $4.8M | 12,870 | 0.09% | — |
| BF/B | BROWN FORMAN CORP CLASS B | $4.8M | 180,948 | 0.09% | — |
| META | META PLATFORMS INC CLASS A | $4.7M | 8,130 | 0.09% | — |
| VRSK | VERISK ANALYTICS INC | $4.6M | 24,425 | 0.08% | — |
| CTAS | CINTAS CORP COM | $4.3M | 25,440 | 0.08% | — |
| VCISY | VINCI S A ADR | $4.2M | 112,852 | 0.08% | — |
| GS | GOLDMAN SACHS GROUP INC | $4.2M | 4,915 | 0.08% | — |
| BNY | BANK NEW YORK MELLON COR | $3.8M | 32,343 | 0.07% | — |
| BALL | BALL CORP | $3.7M | 62,160 | 0.07% | — |
| GLW | CORNING INC | $3.6M | 26,687 | 0.07% | — |
| CI | THE CIGNA GROUP | $3.6M | 13,333 | 0.07% | — |
| DASTY | DASSAULT SYS S A SPONSORED ADR | $3.4M | 167,696 | 0.06% | — |
| CNM | CORE & MAIN INC-CLASS A | $3.3M | 66,666 | 0.06% | — |
| ALLE | Allegion PLC | $3.2M | 22,193 | 0.06% | — |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3.2M | 98,812 | 0.06% | — |
| AMGN | AMGEN INCORPORATED | $3.1M | 8,949 | 0.06% | — |
| ZTS | ZOETIS INC | $3.1M | 26,515 | 0.06% | — |
| IR | Ingersoll Rand Inc | $3.1M | 39,032 | 0.06% | — |
| PM | PHILIP MORRIS INTL INC | $3.0M | 18,407 | 0.06% | — |
| CET | CENTRAL SECURITIES CF | $3.0M | 59,439 | 0.05% | — |
| MCK | MCKESSON CORP | $2.8M | 3,262 | 0.05% | — |
| CB | CHUBB LTD | $2.7M | 8,346 | 0.05% | — |
| NEE | NEXTERA ENERGY INC | $2.7M | 28,533 | 0.05% | — |
| SXGCF | SOUTHERN CROSS GOLD CONS LTD C | $2.6M | 409,700 | 0.05% | — |
| COR | CENCORA INC | $2.5M | 7,887 | 0.05% | — |
| SAP | SAP SE F SPONSORED ADR 1 ADR R | $2.4M | 14,010 | 0.04% | — |
| BAC | BANK OF AMERICA CORP | $2.3M | 47,452 | 0.04% | — |
| GLD | SPDR GOLD TRUST | $2.3M | 5,271 | 0.04% | — |
| EFA | ISHARES MSCI EAFE ETF | $2.2M | 23,147 | 0.04% | — |
| SHOP | SHOPIFY INC F CLASS A | $2.2M | 18,712 | 0.04% | — |
| NOC | NORTHROP GRUMMAN CORP | $2.2M | 3,176 | 0.04% | — |
| WWD | WOODWARD INC COM | $2.1M | 6,000 | 0.04% | — |
| VGT | VANGUARD INFORMATION TECHNOLO | $2.1M | 3,070 | 0.04% | — |
| GE | GE AEROSPACE | $2.1M | 7,431 | 0.04% | — |
| MKC | MCCORMICK & CO INC COM NON VTG | $2.1M | 41,450 | 0.04% | — |
| DIS | WALT DISNEY CO/THE | $2.1M | 21,547 | 0.04% | — |
| ORCL | ORACLE CORP COM | $2.1M | 14,013 | 0.04% | — |
| TSCO | TRACTOR SUPPLY CO | $2.0M | 45,109 | 0.04% | — |
| CSX | CSX CORP | $2.0M | 49,032 | 0.04% | — |
| GEV | GE VERNOVA INC | $2.0M | 2,277 | 0.04% | — |
| VUG | VANGUARD INDEX FDS VANGUARD GR | $1.9M | 4,456 | 0.04% | — |
| BMY | BRISTOL MYERS SQUIBB CO | $1.9M | 31,478 | 0.03% | — |
| SBUX | STARBUCKS CORP | $1.9M | 20,979 | 0.03% | — |
| LOW | LOWES COS INC | $1.8M | 7,778 | 0.03% | — |
| TRV | TRAVELERS COS INC | $1.8M | 6,153 | 0.03% | — |
| HONGBP | HONEYWELL INTL INC | $1.7M | 7,683 | 0.03% | — |
| IAU | ISHARES GOLD ETF | $1.6M | 18,680 | 0.03% | — |
| BX | BLACKSTONE INC | $1.6M | 14,286 | 0.03% | — |
| CRM | SALESFORCE INC | $1.6M | 8,680 | 0.03% | — |
| AME | AMETEK INC NEW COM | $1.6M | 7,478 | 0.03% | — |
| MMM | 3M CO | $1.6M | 10,920 | 0.03% | — |
| RTX | RTX CORP | $1.6M | 8,173 | 0.03% | — |
| NVS | NOVARTIS AG-SPONSORED ADR | $1.5M | 9,838 | 0.03% | — |
| AMP | AMERIPRISE FINL INC | $1.5M | 3,302 | 0.03% | — |
| BP | BP P L C F SPONSORED ADR 1 ADR | $1.4M | 30,669 | 0.03% | — |
| PFE | PFIZER INC | $1.4M | 49,205 | 0.03% | — |
| EFX | EQUIFAX INC | $1.4M | 7,650 | 0.03% | — |
| JYNT | JOINT CORP | $1.3M | 149,100 | 0.02% | — |
| NOW | SERVICENOW INC | $1.3M | 12,605 | 0.02% | — |
| AMAT | APPLIED MATLS INC | $1.3M | 3,799 | 0.02% | — |
| VIG | VANGUARD SPECIALIZED FUNDS DIV | $1.3M | 6,000 | 0.02% | — |
| UPS | United Parcel Service Cl B | $1.3M | 12,790 | 0.02% | — |
| WFC | WELLS FARGO & CO | $1.3M | 15,712 | 0.02% | — |
| CAH | CARDINAL HEALTH INC | $1.2M | 5,859 | 0.02% | — |
| UNH | UNITEDHEALTH GROUP INC | $1.2M | 4,310 | 0.02% | — |
| VST | VISTRA CORP | $1.2M | 7,695 | 0.02% | — |
| NTRS | NORTHERN TRUST CORP | $1.1M | 8,000 | 0.02% | — |
| LMT | LOCKHEED MARTIN CORP | $1.0M | 1,722 | 0.02% | — |
| XYZ | BLOCK INC CL A | $1.0M | 17,182 | 0.02% | — |
| ITW | ILLINOIS TOOL WKS INC | $1.0M | 3,962 | 0.02% | — |
This table is the 150 largest positions by value, out of 303 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by Douglass Winthrop Advisors, LLC (CIK 1308527, accession 0001308527-26-000002). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
Get the weekly edge report
The best-performing indicator per asset, what changed this week, and the honest caveats — straight to your inbox.