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Douglass Winthrop Advisors, LLC Top Holdings and 13F Report (2025)

About Douglass Winthrop Advisors, LLC

Investment Activity

  • Douglass Winthrop Advisors, LLC has $5.54 billion in total holdings as of June 30, 2025.
  • Douglass Winthrop Advisors, LLC owns shares of 282 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 6.51% of the portfolio was purchased this quarter.
  • About 6.56% of the portfolio was sold this quarter.
  • This quarter, Douglass Winthrop Advisors, LLC has purchased 282 new stocks and bought additional shares in 54 stocks.
  • Douglass Winthrop Advisors, LLC sold shares of 111 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$422,525,661
Microsoft
$316,948,656
Alphabet
$273,027,603
Amazon.com
$261,162,953
Netflix
$251,164,545

Largest New Holdings this Quarter

922908769 - Vanguard Total Stock Market ETF
$15,296,757 Holding
921943858 - Vanguard FTSE Developed Markets ETF
$5,252,388 Holding
45687V106 - Ingersoll Rand
$3,246,682 Holding
929740108 - Wabtec
$2,663,141 Holding
595112103 - Micron Technology
$271,396 Holding

Largest Purchases this Quarter

NIKE
1,209,843 shares (about $85.95M)
Fastenal
1,637,350 shares (about $68.77M)
Copart
899,830 shares (about $44.15M)
Amazon.com
111,717 shares (about $24.51M)
Trane Technologies
36,219 shares (about $15.84M)

Largest Sales this Quarter

Forge Global
4,153,968 shares (about $79.09M)
Accenture
255,513 shares (about $76.37M)
Becton, Dickinson and Company
427,838 shares (about $73.70M)
IQVIA
459,226 shares (about $72.37M)
Brookfield Asset Management
272,663 shares (about $15.07M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDouglass Winthrop Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$422,525,661$1,919,277 0.5%869,8067.6%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$316,948,656$5,681,914 1.8%637,1985.7%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$273,027,603$14,136,559 5.5%1,539,1384.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$261,162,953$24,509,593 10.4%1,190,4054.7%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$251,164,545$6,323,372 -2.5%187,5584.5%Consumer Discretionary
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$217,597,059$1,289,779 0.6%2,332,2303.9%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$214,252,716$1,002,502 0.5%381,2733.9%Business Services
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$192,307,724$186,109 -0.1%194,2623.5%Retail/Wholesale
Markel Group Inc. stock logo
MKL
Markel Group
$167,680,369$565,253 0.3%83,9513.0%Multi-Sector Conglomerates
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$156,092,175$1,421,798 0.9%102,6492.8%Aerospace
Deere & Company stock logo
DE
Deere & Company
$145,994,172$3,756,218 2.6%287,1132.6%Industrials
Apple Inc. stock logo
AAPL
Apple
$143,316,520$5,797,486 -3.9%698,5262.6%Computer and Technology
Aon plc stock logo
AON
AON
$141,664,758$10,484,106 8.0%397,0872.6%Finance
Fastenal Company stock logo
FAST
Fastenal
$136,977,151$68,768,694 100.8%3,261,3612.5%Retail/Wholesale
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$134,316,595$1,405,029 1.1%391,1832.4%Basic Materials
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$132,638,943$15,072,811 -10.2%2,399,4022.4%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$130,188,663$1,109,947 0.9%246,9012.4%Finance
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$126,422,743$4,309,336 3.5%230,2952.3%Construction
Copart, Inc. stock logo
CPRT
Copart
$120,376,757$44,154,658 57.9%2,453,1642.2%Business Services
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$120,128,134$1,523,099 1.3%211,9262.2%Computer and Technology
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$112,090,719$2,371,072 2.2%1,077,3812.0%Transportation
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$108,575,764$3,475,523 3.3%102,7802.0%Energy
Compagnie Financiere Richemont AG stock logo
CFRUY
Compagnie Financiere Richemont
$103,129,255$2,150,913 2.1%5,476,8591.9%Retail/Wholesale
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$101,624,630$393,003 -0.4%1,622,3601.8%Consumer Staples
American Tower Corporation stock logo
AMT
American Tower
$98,353,458$4,444,491 4.7%444,9981.8%Finance
Nestle SA stock logo
NSRGY
Nestle
$96,897,585$3,527,350 -3.5%975,6101.7%Consumer Staples
NIKE, Inc. stock logo
NKE
NIKE
$89,748,029$85,947,247 2,261.3%1,263,3451.6%Consumer Discretionary
Tractor Supply Company stock logo
TSCO
Tractor Supply
$86,238,634$1,645,632 1.9%1,634,2361.6%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$77,252,800$1,457,600 -1.9%1061.4%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$74,906,561$13,909,834 22.8%425,0501.4%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$74,847,735$240,319 -0.3%479,9471.4%Medical
American Express Company stock logo
AXP
American Express
$41,764,689$570,974 -1.3%130,9320.8%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$26,769,492$15,842,553 145.0%61,2000.5%Construction
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$22,449,012$961,241 -4.1%283,5900.4%Medical
NVIDIA Corporation stock logo
NVDA
NVIDIA
$20,889,794$1,116,201 5.6%132,2220.4%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$18,861,732$6,494,360 52.5%118,3890.3%Consumer Staples
Visa Inc. stock logo
V
Visa
$16,248,153$352,210 -2.1%45,7630.3%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$15,909,971$327,598 2.1%54,8790.3%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$15,296,757$15,296,757 New Holding50,3300.3%ETF
Dover Corporation stock logo
DOV
Dover
$15,249,317$32,065 -0.2%83,2250.3%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$14,829,183$205,144 -1.4%97,0810.3%Medical
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$13,789,164$472,005 -3.3%60,8820.2%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$12,811,738$139,634 -1.1%20,7360.2%Finance
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$12,490,538$473,067 -3.6%4,7790.2%Retail/Wholesale
Danaher Corporation stock logo
DHR
Danaher
$11,650,396$2,862,572 -19.7%58,9770.2%Medical
ASML Holding N.V. stock logo
ASML
ASML
$10,887,685$423,134 -3.7%13,5860.2%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$10,570,050$4,106,684 63.5%149,4000.2%Consumer Staples
Accenture PLC stock logo
ACN
Accenture
$10,160,467$76,370,283 -88.3%33,9940.2%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$9,992,703$317,416 -3.1%12,6870.2%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$9,875,428$617,113 -5.9%24,3560.2%Medical
Schneider Electric SE stock logo
SBGSY
Schneider Electric
$9,839,856$321,935 -3.2%184,3360.2%Industrials
Waste Management, Inc. stock logo
WM
Waste Management
$9,735,890$319,892 -3.2%42,5480.2%Business Services
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$9,460,097$52,175 -0.5%87,7560.2%Energy
Coupang, Inc. stock logo
CPNG
Coupang
$9,116,229$165,169 -1.8%304,2800.2%Retail/Wholesale
Moody's Corporation stock logo
MCO
Moody's
$8,312,599$323,034 -3.7%16,5720.2%Finance
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$8,067,664$4,802 -0.1%25,2020.1%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$8,033,794$310,910 -3.7%21,9120.1%Retail/Wholesale
Airbus Group stock logo
EADSY
Airbus Group
$7,911,125$332,172 -4.0%151,0910.1%Aerospace
AbbVie Inc. stock logo
ABBV
AbbVie
$7,786,0170.0%41,9460.1%Medical
L'Oreal SA stock logo
LRLCY
L'Oreal
$7,572,509$254,478 -3.3%88,5570.1%Consumer Staples
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$7,521,876$18,504 -0.2%24,3900.1%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$7,055,725$524,833 -6.9%57,1360.1%Retail/Wholesale
United Rentals, Inc. stock logo
URI
United Rentals
$6,891,412$262,186 -3.7%9,1470.1%Construction
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$6,755,690$191,074 -2.8%20,9310.1%Energy
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,702,399$180,851 -2.6%8,5980.1%Medical
Walmart Inc. stock logo
WMT
Walmart
$6,378,483$68,348 1.1%65,2330.1%Retail/Wholesale
Synopsys, Inc. stock logo
SNPS
Synopsys
$6,241,366$335,805 5.7%12,1740.1%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$5,975,427$485,641 8.8%106,4190.1%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$5,685,626$124,449 -2.1%41,8030.1%Medical
Brown-Forman Corporation stock logo
BF.B
Brown-Forman
$5,653,818$332,769 -5.6%210,1010.1%Consumer Staples
Forge Global Holdings, Inc. stock logo
FRGE
Forge Global
$5,633,060$79,091,548 -93.4%295,8540.1%Finance
Carrier Global Corporation stock logo
CARR
Carrier Global
$5,559,871$223,229 -3.9%75,9650.1%Construction
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,515,906$413,508 -7.0%9,7110.1%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$5,378,261$14,739 0.3%18,2450.1%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,340,819$525,520 10.9%7,2360.1%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$5,252,388$5,252,388 New Holding92,1310.1%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$5,163,952$702,189 -12.0%39,1090.1%Consumer Staples
McDonald's Corporation stock logo
MCD
McDonald's
$4,925,110$5,843 -0.1%16,8570.1%Retail/Wholesale
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$4,410,363$442,572 -9.1%17,2300.1%Transportation
Broadcom Inc. stock logo
AVGO
Broadcom
$4,319,987$302,112 -6.5%15,6720.1%Computer and Technology
Core & Main, Inc. stock logo
CNM
Core & Main
$4,079,238$128,183 -3.0%67,5930.1%Industrials
Ball Corporation stock logo
BALL
Ball
$4,028,511$190,763 -4.5%71,8220.1%Industrials
WillScot Holdings Corporation stock logo
WSC
WillScot
$4,009,928$219,802 -5.2%146,3480.1%Finance
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$3,967,596$167,588 -4.1%12,7370.1%Business Services
Tesla, Inc. stock logo
TSLA
Tesla
$3,913,254$28,589 -0.7%12,3190.1%Auto/Tires/Trucks
Chevron Corporation stock logo
CVX
Chevron
$3,853,529$96,940 -2.5%26,9120.1%Energy
Philip Morris International Inc. stock logo
PM
Philip Morris International
$3,675,911$110,552 -2.9%20,1830.1%Consumer Staples
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,449,2460.0%8,8850.1%Industrials
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$3,246,682$3,246,682 New Holding39,0320.1%Industrials
Cigna Group stock logo
CI
Cigna Group
$3,241,3380.0%9,8050.1%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$3,240,079$25,479 -0.8%4,5780.1%Finance
Allegion PLC stock logo
ALLE
Allegion
$3,198,4550.0%22,1930.1%Industrials
Amgen Inc. stock logo
AMGN
Amgen
$3,112,912$813,897 -20.7%11,1490.1%Medical
Union Pacific Corporation stock logo
UNP
Union Pacific
$3,034,755$63,962 -2.1%13,1900.1%Transportation
The Bank of New York Mellon Corporation stock logo
BK
Bank of New York Mellon
$2,910,3270.0%31,9430.1%Finance
Chubb Limited stock logo
CB
Chubb
$2,721,050$137,617 5.3%9,3920.0%Finance
Linde PLC
$2,720,775$23,459 -0.9%5,7990.0%COM
Central Securities Co. stock logo
CET
Central Securities
$2,711,6520.0%56,6580.0%Finance
Wabtec stock logo
WAB
Wabtec
$2,663,141$2,663,141 New Holding12,7210.0%Transportation
Starbucks Corporation stock logo
SBUX
Starbucks
$2,629,2310.0%28,6940.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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