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13F holdings

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.

$5.5B
Book value
303
Positions
44%
Top 10 weight
+16
New this quarter
-20
Exited
134 days
Age today
How old this actually is

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.

What changed

Positions opened and closed

Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.

New positions (16)
TickerIssuerValueShares% of book
LSEGYLONDON STOCK EXCHANGE GROUP AD$94.0M3,151,1401.72%
RACEFERRARI N V NEW F$84.1M252,5331.54%
STUBSTUBHUB HOLDINGS INC$990,001158,6540.02%
GPGIGPGI INC$393,30023,0000.01%
COPCONOCOPHILLIPS$313,8962,3780.01%
BHPBHP GROUP LTD SPONSORED ADR IS$309,1454,2500.01%
CCITIGROUP INC COM NEW$284,2052,5060.01%
HYTBLACKROCK CORPORATE HIGH$255,60030,0000.00%
TRGPTARGA RES CORP$250,4799990.00%
EQIXEquinix Inc$248,9812540.00%
FDXFEDEX CORP COM$235,4356610.00%
HSYHERSHEY CO$227,6401,0950.00%
OGSOne Gas Inc$215,3252,5000.00%
GSKRFGOLDSKY RESOURCES CORP$70,86132,0000.00%
PSRHFPULSAR HELIUM INC$56,47545,0000.00%
UURAFUCORE RARE METALS INC$40,00010,0000.00%
Closed out (20)
TickerIssuerWas worthShares% of book
BNDVANGUARD TOTAL BOND MARKET ETF$477,9006,4520.00%
APOAPOLLO GLOBAL MGMT INC NEW COM$449,6253,1060.00%
USHYISHARES TR BROAD USD HIGH YIEL$437,52111,7000.00%
BDXBECTON DICKINSON & CO$394,1562,0310.00%
IGFISHARES GLOBAL INFRASTRUCTURE$357,4225,8250.00%
TLTISHARES TR 20 YR TREAS BD ETF$348,6404,0000.00%
CHINACAST EDUCATION CORPCHINACAST EDUCATION CORP$334,5303,5000.00%
JDJD COM INC F SPONSORED ADR 1 A$295,03610,2800.00%
GGGGRACO INC$280,0913,4170.00%
PLTRPalantir Technologies, Inc.$265,0251,4910.00%
AWKAMERICAN WTR WKS CO INC$255,1271,9550.00%
MCHIISHARES MSCI CHINA ETF$243,8844,0600.00%
USBUS BANCORP DEL COM NEW$242,4684,5440.00%
FISFIDELITY NATL INFORMATION SVCS$239,2563,6000.00%
VLTOVERALTO CORP$236,5852,3710.00%
BNBROOKFIELD CORP F CLASS A$234,5435,1010.00%
KKRKKR & CO INC COM$224,7471,7630.00%
BVERSBEAVER COAL LTD LP$209,150800.00%
BROBROWN & BROWN INC COM$207,2202,6000.00%
SUA HLDGS LTD FSUA HLDGS LTD F$035,0000.00%
Added to (50)
TickerIssuerValueShares% of bookShares Δ
MSFTMICROSOFT CORP$264.7M715,0134.85%+3%
AMZNAMAZON COM INC$257.3M1,235,2314.71%+3%
NFLXNETFLIX INC$118.0M1,226,7532.16%+52%
SPGIS&P GLOBAL INC$108.3M254,5421.98%+7%
LINLinde PLC$104.8M211,4901.92%+4%
BRK/ABERKSHIRE HATHAWAY INC-CL A$76.8M1071.41%+2%
MTDMETTLER-TOLEDO INTL INC$67.1M53,2351.23%+10%
CPRTCOPART INC$51.9M1,564,6420.95%+306%
NVDANVIDIA CORP$21.2M121,3400.39%+16%
WMWASTE MANAGEMENT INC$10.2M44,5810.19%+3%
UNPUNION PAC CORP$9.9M40,9080.18%+16%
MELIMERCADOLIBRE INC$8.8M5,0950.16%+6%
MCOMOODY'S CORP$7.5M17,1890.14%+5%
EADSYAIRBUS SE - UNSP ADR$7.3M153,6160.13%+6%
INTUINTUIT INC$6.9M16,0230.13%+25%
Trimmed (102)
TickerIssuerValueShares% of bookShares Δ
TSCOTRACTOR SUPPLY CO$2.0M45,1090.04%-97%
CPNGCOUPANG INC$6.5M344,9800.12%-89%
VTIVANGUARD TOTAL STOCK MARKET ET$288,1088980.01%-70%
TROWPRICE T ROWE GROUP INC COM$276,6403,0690.01%-69%
QQQMINVESCO NASDAQ 100 ETF$340,9851,4350.01%-65%
IVVISHARES CORE S&P 500 ETF IV$446,1426830.01%-63%
BNPQYBNP PARIBAS F SPONSORED ADR 1$624,38113,1200.01%-62%
SCHWCHARLES SCHWAB CORP$228,6532,4330.00%-61%
ADIANALOG DEVICES INC$236,0607420.00%-53%
VZVERIZON COMMUNICATIONS I$468,4489,3320.01%-48%
GUNRFLEXSHARES TR MORNINGSTAR GLOB$582,82110,5660.01%-36%
MRSHMarsh & McLennan Companies Inc$208,1401,2000.00%-30%
PANWPALO ALTO NETWORKS INC$264,2071,6480.00%-28%
MMM3M CO$1.6M10,9200.03%-27%
VBVANGUARD INDEX FDS VANGUARD SM$461,2411,7610.01%-25%
The book

Largest 150 of 303 holdings

TickerIssuerValueShares% of bookShares Δ
BRK/BBERKSHIRE HATHAWAY INC$419.3M874,9707.68%
GOOGALPHABET INC$390.8M1,362,2787.16%
MSFTMICROSOFT CORP$264.7M715,0134.85%
AMZNAMAZON COM INC$257.3M1,235,2314.71%
MAMASTERCARD INC$188.5M377,2943.45%
COSTCOSTCO WHOLESALE CORP$188.1M188,8143.44%
AAPLAPPLE INC COM$183.4M722,6353.36%
DEDEERE & CO$180.8M321,0343.31%
UBERUBER TECHNOLOGIES INC$161.8M2,249,7402.96%
MKLMARKEL GROUP INC$154.1M80,4982.82%
FASTFASTENAL CO COM$144.6M3,116,1462.65%
MLMMARTIN MARIETTA MATLS INC$129.0M219,0732.36%
TPLTEXAS PACIFIC LAND CORP$127.6M268,8862.34%
AONAON PLC$127.3M394,5362.33%
GOOGLALPHABET INC-CL A$120.5M419,0112.21%
TDGTRANSDIGM GROUP INC$119.1M102,8032.18%
SHWSHERWIN WILLIAMS CO$118.6M370,1222.17%
NFLXNETFLIX INC$118.0M1,226,7532.16%
SPGIS&P GLOBAL INC$108.3M254,5421.98%
LINLinde PLC$104.8M211,4901.92%
CNICANADIAN NATIONAL RAILWAY CO$98.1M954,2951.80%
MNSTMONSTER BEVERAGE CORP$96.7M1,334,0761.77%
LSEGYLONDON STOCK EXCHANGE GROUP AD$94.0M3,151,1401.72%
BAMBROOKFIELD ASSET MANAGEMENT LT$93.5M2,109,2431.71%
CFRUYCIE FINANCIERE RICHEMONT SA$92.4M5,229,3181.69%
AMTAMERICAN TOWER CORP$86.8M502,9321.59%
NSRGYNESTLE S A$84.7M854,2651.55%
RACEFERRARI N V NEW F$84.1M252,5331.54%
BRK/ABERKSHIRE HATHAWAY INC-CL A$76.8M1071.41%
ROPROPER TECHNOLOGIES INC$72.9M205,9301.33%
MTDMETTLER-TOLEDO INTL INC$67.1M53,2351.23%
NKENIKE INC CLASS B$65.2M1,235,1371.19%
CPRTCOPART INC$51.9M1,564,6420.95%
AXPAMERICAN EXPRESS CO COM$39.1M129,1460.72%
PGPROCTER & GAMBLE COMPANY COM$36.7M254,1160.67%
MRKMERCK & CO. INC.$35.2M292,3280.64%
JNJJOHNSON & JOHNSON COM$25.4M103,8340.46%
TTTRANE TECHNOLOGIES PLC$24.9M59,7790.46%
NVDANVIDIA CORP$21.2M121,3400.39%
JPMJPMORGAN CHASE & CO$20.7M70,4750.38%
EXMOCEXXON MOBIL CORP$19.1M112,8400.35%
TSMTAIWAN SEMICONDUCTOR MFG CO AD$17.6M52,0440.32%
VVISA INC-CLASS A SHARES$17.2M56,7770.31%
DOVDOVER CORP$16.1M77,2150.29%
ASMLASML HOLDING NV-NY REG SHS$13.9M10,5120.25%
TMOTHERMO FISHER SCIENTIFIC INC$12.2M24,8430.22%
ABBVABBVIE INC$11.5M52,8750.21%
KOTHE COCA-COLA CO$11.1M146,4100.20%
DHRDANAHER CORP$11.1M58,2830.20%
SPYSPDR S&P 500 ETF TR TR UNIT$11.0M16,9070.20%
TJXTJX COS INC NEW$10.6M66,6150.19%
WMWASTE MANAGEMENT INC$10.2M44,5810.19%
SBGSYSCHNEIDER ELECT SE-UNSP ADR$10.1M185,3530.18%
UNPUNION PAC CORP$9.9M40,9080.18%
LLYELI LILLY AND CO$9.3M10,1010.17%
MELIMERCADOLIBRE INC$8.8M5,0950.16%
WMTWALMART INC$8.3M66,6240.15%
MCDMCDONALD'S CORP$8.1M26,0320.15%
HDHOME DEPOT INC$7.6M23,1950.14%
MCOMOODY'S CORP$7.5M17,1890.14%
EADSYAIRBUS SE - UNSP ADR$7.3M153,6160.13%
INTUINTUIT INC$6.9M16,0230.13%
PEPPEPSICO INC$6.8M43,8190.12%
LRLCYL'OREAL-UNSPONSORED ADR$6.7M81,7100.12%
SNPSSYNOPSYS INC$6.6M16,6410.12%
CPNGCOUPANG INC$6.5M344,9800.12%
NSCNORFOLK SOUTHN CORP$6.3M22,0750.12%
CATCATERPILLAR INC$6.3M8,9110.12%
URIUNITED RENTALS INC$6.3M8,6220.12%
CEGCONSTELLATION ENERGY$6.2M22,0690.11%
VOOVANGUARD INDEX FDS S&P 500 ETF$5.9M9,9130.11%
ACNACCENTURE PLC$5.6M28,1160.10%
IBMINTERNATIONAL BUSINESS MACHS C$5.5M22,7290.10%
WABWABTEC$5.4M21,6210.10%
CARRCARRIER GLOBAL CORP$5.3M94,7010.10%
ADPAUTOMATIC DATA PROCESSING INC$5.2M25,8170.10%
AJGGALLAGHER ARTHUR J & CO$5.2M23,8960.09%
CVXCHEVRON CORP NEW$5.1M24,5490.09%
AVGOBROADCOM INC$5.0M16,1530.09%
ABTABBOTT LABORATORIES$5.0M48,2910.09%
TSLATESLA INC$4.8M12,8700.09%
BF/BBROWN FORMAN CORP CLASS B$4.8M180,9480.09%
METAMETA PLATFORMS INC CLASS A$4.7M8,1300.09%
VRSKVERISK ANALYTICS INC$4.6M24,4250.08%
CTASCINTAS CORP COM$4.3M25,4400.08%
VCISYVINCI S A ADR$4.2M112,8520.08%
GSGOLDMAN SACHS GROUP INC$4.2M4,9150.08%
BNYBANK NEW YORK MELLON COR$3.8M32,3430.07%
BALLBALL CORP$3.7M62,1600.07%
GLWCORNING INC$3.6M26,6870.07%
CITHE CIGNA GROUP$3.6M13,3330.07%
DASTYDASSAULT SYS S A SPONSORED ADR$3.4M167,6960.06%
CNMCORE & MAIN INC-CLASS A$3.3M66,6660.06%
ALLEAllegion PLC$3.2M22,1930.06%
CMGCHIPOTLE MEXICAN GRILL INC$3.2M98,8120.06%
AMGNAMGEN INCORPORATED$3.1M8,9490.06%
ZTSZOETIS INC$3.1M26,5150.06%
IRIngersoll Rand Inc$3.1M39,0320.06%
PMPHILIP MORRIS INTL INC$3.0M18,4070.06%
CETCENTRAL SECURITIES CF$3.0M59,4390.05%
MCKMCKESSON CORP$2.8M3,2620.05%
CBCHUBB LTD$2.7M8,3460.05%
NEENEXTERA ENERGY INC$2.7M28,5330.05%
SXGCFSOUTHERN CROSS GOLD CONS LTD C$2.6M409,7000.05%
CORCENCORA INC$2.5M7,8870.05%
SAPSAP SE F SPONSORED ADR 1 ADR R$2.4M14,0100.04%
BACBANK OF AMERICA CORP$2.3M47,4520.04%
GLDSPDR GOLD TRUST$2.3M5,2710.04%
EFAISHARES MSCI EAFE ETF$2.2M23,1470.04%
SHOPSHOPIFY INC F CLASS A$2.2M18,7120.04%
NOCNORTHROP GRUMMAN CORP$2.2M3,1760.04%
WWDWOODWARD INC COM$2.1M6,0000.04%
VGTVANGUARD INFORMATION TECHNOLO$2.1M3,0700.04%
GEGE AEROSPACE$2.1M7,4310.04%
MKCMCCORMICK & CO INC COM NON VTG$2.1M41,4500.04%
DISWALT DISNEY CO/THE$2.1M21,5470.04%
ORCLORACLE CORP COM$2.1M14,0130.04%
TSCOTRACTOR SUPPLY CO$2.0M45,1090.04%
CSXCSX CORP$2.0M49,0320.04%
GEVGE VERNOVA INC$2.0M2,2770.04%
VUGVANGUARD INDEX FDS VANGUARD GR$1.9M4,4560.04%
BMYBRISTOL MYERS SQUIBB CO$1.9M31,4780.03%
SBUXSTARBUCKS CORP$1.9M20,9790.03%
LOWLOWES COS INC$1.8M7,7780.03%
TRVTRAVELERS COS INC$1.8M6,1530.03%
HONGBPHONEYWELL INTL INC$1.7M7,6830.03%
IAUISHARES GOLD ETF$1.6M18,6800.03%
BXBLACKSTONE INC$1.6M14,2860.03%
CRMSALESFORCE INC$1.6M8,6800.03%
AMEAMETEK INC NEW COM$1.6M7,4780.03%
MMM3M CO$1.6M10,9200.03%
RTXRTX CORP$1.6M8,1730.03%
NVSNOVARTIS AG-SPONSORED ADR$1.5M9,8380.03%
AMPAMERIPRISE FINL INC$1.5M3,3020.03%
BPBP P L C F SPONSORED ADR 1 ADR$1.4M30,6690.03%
PFEPFIZER INC$1.4M49,2050.03%
EFXEQUIFAX INC$1.4M7,6500.03%
JYNTJOINT CORP$1.3M149,1000.02%
NOWSERVICENOW INC$1.3M12,6050.02%
AMATAPPLIED MATLS INC$1.3M3,7990.02%
VIGVANGUARD SPECIALIZED FUNDS DIV$1.3M6,0000.02%
UPSUnited Parcel Service Cl B$1.3M12,7900.02%
WFCWELLS FARGO & CO$1.3M15,7120.02%
CAHCARDINAL HEALTH INC$1.2M5,8590.02%
UNHUNITEDHEALTH GROUP INC$1.2M4,3100.02%
VSTVISTRA CORP$1.2M7,6950.02%
NTRSNORTHERN TRUST CORP$1.1M8,0000.02%
LMTLOCKHEED MARTIN CORP$1.0M1,7220.02%
XYZBLOCK INC CL A$1.0M17,1820.02%
ITWILLINOIS TOOL WKS INC$1.0M3,9620.02%

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.

Read the original

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

What a 13F cannot show you

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

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