Douglass Winthrop Advisors, LLC holds a diversified book of 303 reported positions 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 reported non-option book. Cloning the disclosed picks since 2013 would be +330% (+11.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 37.4 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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
+5 sectors below the cut, 5% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Douglass Winthrop Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $442.1M |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Armstrong Henry H Associates Inc | 32 / 80 | $976.9M |
| Mirae Asset Global Investments Co., Ltd. | 71 / 80 | $280.3B |
| Chapman Investment Management, LLC | 18 / 80 | $108.3M |
| Oakmont Corp | 18 / 80 | $447.1M |
| Gates Foundation Trust | 10 / 80 | $30.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Douglass Winthrop Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc COM | $419.3M | 875.0K | 7.7% | ▼−0.5% Reduced · −4K sh | |
| 2 | Alphabet Inc COM | $390.8M | 1.36M | 7.2% | ▼−6.8% Reduced · −100K sh | |
| 3 | Microsoft Corp COM | $264.7M | 715.0K | 4.8% | ▲+2.7% Added · +19K sh | |
| 4 | Amazon Com Inc COM | $257.3M | 1.24M | 4.7% | ▲+2.8% Added · +33K sh | |
| 5 | Mastercard Inc COM | $188.5M | 377.3K | 3.5% | ▼−0.2% Reduced · −861 sh | |
| 6 | Costco Wholesale Corp COM | $188.1M | 188.8K | 3.4% | ▼−1.2% Reduced · −2K sh | |
| 7 | Apple Inc Com COM | $183.4M | 722.6K | 3.4% | ▼−1.3% Reduced · −10K sh | |
| 8 | Deere & Co COM | $180.8M | 321.0K | 3.3% | ▲~0% Added · +10 sh | |
| 9 | Uber Technologies Inc COM | $161.8M | 2.25M | 3.0% | ▼−0.6% Reduced · −13K sh | |
| 10 | Markel Group Inc COM | $154.1M | 80.5K | 2.8% | ▼−1.8% Reduced · −1K sh | |
| 11 | Fastenal Co Com COM | $144.6M | 3.12M | 2.6% | ▼−1.1% Reduced · −33K sh | |
| 12 | Martin Marietta Matls Inc COM | $129.0M | 219.1K | 2.4% | ▼−2.0% Reduced · −5K sh | |
| 13 | Texas Pacific Land Corp COM | $127.6M | 268.9K | 2.3% | ▼−19% Reduced · −62K sh | |
| 14 | Aon PLC COM | $127.3M | 394.5K | 2.3% | ▲+0.5% Added · +2K sh | |
| 15 | Alphabet Inc-CL A COM | $120.5M | 419.0K | 2.2% | ▼−5.3% Reduced · −24K sh | |
| 16 | Transdigm Group Inc COM | $119.1M | 102.8K | 2.2% | ▲+0.9% Added · +964 sh | |
| 17 | Sherwin Williams Co COM | $118.6M | 370.1K | 2.2% | ▼−2.8% Reduced · −11K sh | |
| 18 | Netflix Inc COM | $118.0M | 1.23M | 2.2% | ▲+52% Added · +421K sh | |
| 19 | S&P Global Inc COM | $108.3M | 254.5K | 2.0% | ▲+7.0% Added · +17K sh | |
| 20 | Linde PLC COM | $104.8M | 211.5K | 1.9% | ▲+3.7% Added · +8K sh | |
| 21 | Canadian National Railway Co COM | $98.1M | 954.3K | 1.8% | ▼−4.9% Reduced · −49K sh | |
| 22 | Monster Beverage Corp COM | $96.7M | 1.33M | 1.8% | ▼−14% Reduced · −221K sh | |
| 23 | London Stock Exchange Group Ad COM | $94.0M | 3.15M | 1.7% | ▲New New position | |
| 24 | Brookfield Asset Management LT COM | $93.5M | 2.11M | 1.7% | ▼−7.6% Reduced · −173K sh | |
| 25 | Cie Financiere Richemont Sa COM | $92.4M | 5.23M | 1.7% | ▼−2.3% Reduced · −125K sh | |
| 26 | American Tower Corp COM | $86.8M | 502.9K | 1.6% | ▼−1.2% Reduced · −6K sh | |
| 27 | Nestle S A COM | $84.7M | 854.3K | 1.6% | ▼−10% Reduced · −100K sh | |
| 28 | Ferrari N V New F COM | $84.1M | 252.5K | 1.5% | ▲New New position | |
| 29 | Berkshire Hathaway Inc-CL A COM | $76.8M | 107 | 1.4% | ▲+1.9% Added · +2 sh | |
| 30 | Roper Technologies Inc COM | $72.9M | 205.9K | 1.3% | ▼−0.1% Reduced · −152 sh | |
| 31 | Mettler-Toledo Intl Inc COM | $67.1M | 53.2K | 1.2% | ▲+10% Added · +5K sh | |
| 32 | Nike Inc Class B COM | $65.2M | 1.24M | 1.2% | ▼−1.6% Reduced · −20K sh | |
| 33 | Copart Inc COM | $51.9M | 1.56M | 1.0% | ▲+306% Added · +1.2M sh | |
| 34 | American Express Co Com COM | $39.1M | 129.1K | 0.7% | ▼−2.5% Reduced · −3K sh | |
| 35 | Procter & Gamble Company Com COM | $36.7M | 254.1K | 0.7% | ▼−0.8% Reduced · −2K sh | |
| 36 | Merck & Co. Inc. COM | $35.2M | 292.3K | 0.6% | ▼−4.9% Reduced · −15K sh | |
| 37 | Johnson & Johnson Com COM | $25.4M | 103.8K | 0.5% | ▼−4.2% Reduced · −5K sh | |
| 38 | Trane Technologies PLC COM | $24.9M | 59.8K | 0.5% | ▼−0.3% Reduced · −197 sh | |
| 39 | Nvidia Corp COM | $21.2M | 121.3K | 0.4% | ▲+16% Added · +17K sh | |
| 40 | JPMorgan Chase & Co COM | $20.7M | 70.5K | 0.4% | ▲+0.1% Added · +112 sh | |
| 41 | Exxon Mobil Corp COM | $19.1M | 112.8K | 0.4% | ▲~0% Added · +9 sh | |
| 42 | Taiwan Semiconductor MFG Co Ad COM | $17.6M | 52.0K | 0.3% | ▼−10% Reduced · −6K sh | |
| 43 | Visa Inc-Class A Shares COM | $17.2M | 56.8K | 0.3% | ▼−1.6% Reduced · −901 sh | |
| 44 | Dover Corp COM | $16.1M | 77.2K | 0.3% | ▼−2.5% Reduced · −2K sh | |
| 45 | ASML Holding NV-NY Reg SHS COM | $13.9M | 10.5K | 0.3% | ▼−20% Reduced · −3K sh | |
| 46 | Thermo Fisher Scientific Inc COM | $12.2M | 24.8K | 0.2% | ▼~0% Reduced · −6 sh | |
| 47 | Abbvie Inc COM | $11.5M | 52.9K | 0.2% | ▲+0.3% Added · +182 sh | |
| 48 | The Coca-Cola Co COM | $11.1M | 146.4K | 0.2% | ▲+0.3% Added · +400 sh | |
| 49 | Danaher Corp COM | $11.1M | 58.3K | 0.2% | ▼~0% Reduced · −12 sh | |
| 50 | SPDR S&P 500 ETF TR TR Unit COM | $11.0M | 16.9K | 0.2% | ▼−20% Reduced · −4K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Douglass Winthrop Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 303 | $5.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 43d | 307 | $5.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 303 | $5.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 282 | $5.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 282 | $5.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 42d | 296 | $5.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 290 | $5.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 7, 2024 | 38d | 277 | $4.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 43d | 285 | $4.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 43d | 251 | $4.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 44d | 236 | $4.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 241 | $4.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 45d | 240 | $3.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 44d | 239 | $3.6B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 15, 2022 | 46d | 243 | $3.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 42d | 258 | $3.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 46d | 268 | $4.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 45d | 273 | $4.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 10, 2021 | 41d | 275 | $4.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 2, 2021 | 33d | 277 | $4.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 43d | 269 | $3.7B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 27, 2021 | 27d | 266 | $3.5B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 43d | 267 | $3.1B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 17, 2020 | 17d | 238 | $2.7B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.