Arkolith/Funds/Douglass Winthrop Advisors, LLC

Douglass Winthrop Advisors, LLC

CIK 1308527
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Inactive

Douglass Winthrop Advisors, LLC holds a diversified book of 303 stocks worth $5.5B as of Q1 2026 (disclosed May 14, 2026, a ~44-day 13F lag). This quarter they opened London Stock Ex Grp ADR Spon and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 8% of the equity book. Cloning the disclosed picks since 2013 would be +348% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Douglass Winthrop Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
16
new positions
Added to
71
existing
Trimmed
128
reduced
Sold out
20
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+347.7%
+12.4%/yr · since Oct '13
Their reported book
+306.3%
held from quarter-end
S&P 500
+433.8%
same window
$10K$21K$32K$43K$54KOct '13May '16Dec '18Jun '21Jan '24Jul '26
Douglass Winthrop Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 41.3 points over this window.

Growth of $10,000 cloning Douglass Winthrop Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
44%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

92% mapped to company sectors

Financials
26%
Information Technology
22%
Consumer Discretionary
17%
Industrials
12%
ETF / fund or unclassified
8%
Materials
6%
Health Care
3%
Consumer Staples
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Douglass Winthrop Advisors, LLC

Manager / fundShared namesTheir $ in those
PNC FINANCIAL SERVICES GROUP, INC.80 / 80$86.8B
RHUMBLINE ADVISERS79 / 80$51.4B
GAMMA Investing LLC79 / 80$989.1M
Ancora Advisors LLC78 / 80$1.3B
Sterling Capital Management LLC77 / 80$1.7B
First Command Advisory Services, Inc.75 / 80$120.5M
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.75 / 80$68.7M
BlackRock, Inc.74 / 80$2.4T

Ranked by how many of Douglass Winthrop Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

303 positions
#SecurityValueShares% PortLast moveHistory
1Berkshire Hathaway Inc
COM
$419.3M875.0K
7.7%
−0.5%
Reduced · −4K sh
2Alphabet Inc
COM
$390.8M1.36M
7.2%
−6.8%
Reduced · −100K sh
3Microsoft Corp
COM
$264.7M715.0K
4.8%
+2.7%
Added · +19K sh
4Amazon Com Inc
COM
$257.3M1.24M
4.7%
+2.8%
Added · +33K sh
5Mastercard Inc
COM
$188.5M377.3K
3.5%
−0.2%
Reduced · −861 sh
6Costco Wholesale Corp
COM
$188.1M188.8K
3.4%
−1.2%
Reduced · −2K sh
7Apple Inc Com
COM
$183.4M722.6K
3.4%
−1.3%
Reduced · −10K sh
8Deere & Co
COM
$180.8M321.0K
3.3%
~0%
Added · +10 sh
9Uber Technologies Inc
COM
$161.8M2.25M
3.0%
−0.6%
Reduced · −13K sh
10Markel Group Inc
COM
$154.1M80.5K
2.8%
−1.8%
Reduced · −1K sh
11Fastenal Co Com
COM
$144.6M3.12M
2.6%
−1.1%
Reduced · −33K sh
12Martin Marietta Matls Inc
COM
$129.0M219.1K
2.4%
−2.0%
Reduced · −5K sh
13Texas Pacific Land Corp
COM
$127.6M268.9K
2.3%
−19%
Reduced · −62K sh
14Aon PLC
COM
$127.3M394.5K
2.3%
+0.5%
Added · +2K sh
15Alphabet Inc-CL A
COM
$120.5M419.0K
2.2%
−5.3%
Reduced · −24K sh
16Transdigm Group Inc
COM
$119.1M102.8K
2.2%
+0.9%
Added · +964 sh
17Sherwin Williams Co
COM
$118.6M370.1K
2.2%
−2.8%
Reduced · −11K sh
18Netflix Inc
COM
$118.0M1.23M
2.2%
+52%
Added · +421K sh
19S&P Global Inc
COM
$108.3M254.5K
2.0%
+7.0%
Added · +17K sh
20Linde PLC
COM
$104.8M211.5K
1.9%
+3.7%
Added · +8K sh
21Canadian National Railway Co
COM
$98.1M954.3K
1.8%
−4.9%
Reduced · −49K sh
22Monster Beverage Corp
COM
$96.7M1.33M
1.8%
−14%
Reduced · −221K sh
23London Stock Exchange Group Ad
COM
$94.0M3.15M
1.7%
New
New position
24Brookfield Asset Management LT
COM
$93.5M2.11M
1.7%
−7.6%
Reduced · −173K sh
25Cie Financiere Richemont Sa
COM
$92.4M5.23M
1.7%
−2.3%
Reduced · −125K sh
26American Tower Corp
COM
$86.8M502.9K
1.6%
−1.2%
Reduced · −6K sh
27Nestle S A
COM
$84.7M854.3K
1.6%
−10%
Reduced · −100K sh
28Ferrari N V New F
COM
$84.1M252.5K
1.5%
New
New position
29Berkshire Hathaway Inc-CL A
COM
$76.8M107
1.4%
+1.9%
Added · +2 sh
30Roper Technologies Inc
COM
$72.9M205.9K
1.3%
−0.1%
Reduced · −152 sh
31Mettler-Toledo Intl Inc
COM
$67.1M53.2K
1.2%
+10%
Added · +5K sh
32Nike Inc Class B
COM
$65.2M1.24M
1.2%
−1.6%
Reduced · −20K sh
33Copart Inc
COM
$51.9M1.56M
1.0%
+306%
Added · +1.2M sh
34American Express Co Com
COM
$39.1M129.1K
0.7%
−2.5%
Reduced · −3K sh
35Procter & Gamble Company Com
COM
$36.7M254.1K
0.7%
−0.8%
Reduced · −2K sh
36Merck & Co. Inc.
COM
$35.2M292.3K
0.6%
−4.9%
Reduced · −15K sh
37Johnson & Johnson Com
COM
$25.4M103.8K
0.5%
−4.2%
Reduced · −5K sh
38Trane Technologies PLC
COM
$24.9M59.8K
0.5%
−0.3%
Reduced · −197 sh
39Nvidia Corp
COM
$21.2M121.3K
0.4%
+16%
Added · +17K sh
40JPMorgan Chase & Co
COM
$20.7M70.5K
0.4%
+0.1%
Added · +112 sh
41Exxon Mobil Corp
COM
$19.1M112.8K
0.4%
~0%
Added · +9 sh
42Taiwan Semiconductor MFG Co Ad
COM
$17.6M52.0K
0.3%
−10%
Reduced · −6K sh
43Visa Inc-Class A Shares
COM
$17.2M56.8K
0.3%
−1.6%
Reduced · −901 sh
44Dover Corp
COM
$16.1M77.2K
0.3%
−2.5%
Reduced · −2K sh
45ASML Holding NV-NY Reg SHS
COM
$13.9M10.5K
0.3%
−20%
Reduced · −3K sh
46Thermo Fisher Scientific Inc
COM
$12.2M24.8K
0.2%
~0%
Reduced · −6 sh
47Abbvie Inc
COM
$11.5M52.9K
0.2%
+0.3%
Added · +182 sh
48The Coca-Cola Co
COM
$11.1M146.4K
0.2%
+0.3%
Added · +400 sh
49Danaher Corp
COM
$11.1M58.3K
0.2%
~0%
Reduced · −12 sh
50SPDR S&P 500 ETF TR TR Unit
COM
$11.0M16.9K
0.2%
−20%
Reduced · −4K sh
Showing 50 of 303 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 2026303$5.5B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026307$5.7B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025303$5.7B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025282$5.5B13F-HR
Q1 2025Mar 31, 2025May 14, 2025282$5.3B13F-HR
Q4 2024Dec 31, 2024Feb 11, 2025296$5.1B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024290$5.2B13F-HR
Q2 2024Jun 30, 2024Aug 7, 2024277$4.9B13F-HR
Q1 2024Mar 31, 2024May 13, 2024285$4.9B13F-HR
Q4 2023Dec 31, 2023Feb 12, 2024251$4.5B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023236$4.0B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023241$4.2B13F-HR
Q1 2023Mar 31, 2023May 15, 2023240$3.9B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023239$3.6B13F-HR
Q3 2022Sep 30, 2022Nov 15, 2022243$3.3B13F-HR
Q2 2022Jun 30, 2022Aug 11, 2022258$3.6B13F-HR
Q1 2022Mar 31, 2022May 16, 2022268$4.2B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022273$4.5B13F-HR
Q3 2021Sep 30, 2021Nov 10, 2021275$4.1B13F-HR
Q2 2021Jun 30, 2021Aug 2, 2021277$4.1B13F-HR
Q1 2021Mar 31, 2021May 13, 2021269$3.7B13F-HR
Q4 2020Dec 31, 2020Jan 27, 2021266$3.5B13F-HR
Q3 2020Sep 30, 2020Nov 12, 2020267$3.1B13F-HR
Q2 2020Jun 30, 2020Jul 17, 2020238$2.7B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.