StockDriftsStockDriftsTop 50 Douglass Winthrop Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC | 7.82% | 905.6K | $453.2M | +3.51%(+30.67K) | $170.30(+194.38%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.1% | 1.24M | $295.4M | +0.35%(+4.34K) | $138.78(+89.18%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.04% | 782.9K | $292.1M | +9.50%(+67.93K) | $143.11(+239.64%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 3.64% | 729.8K | $211.2M | +0.98%(+7.12K) | $43.89(+595.72%) | 2026-06-30 | |
| DE | DEERE & CO | 3.51% | 320.5K | $203.3M | -0.15%(-496) | $218.63(+177.58%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 2.71% | 80.4K | $157.0M | -0.16%(-125) | $826.35(+122.02%) | 2026-06-30 | |
| GOOGL | ALPHABET INC-CL A | 2.66% | 430.7K | $153.9M | +2.78%(+11.65K) | $63.81(+440.22%) | 2026-06-30 | |
| FAST | FASTENAL CO COM | 2.58% | 3.11M | $149.4M | -0.21%(-6.63K) | $14.37(+255.07%) | 2026-06-30 | |
| TDG | TRANSDIGM GROUP INC | 2.42% | 105.3K | $140.3M | +2.43%(+2.50K) | $630.84(+99.24%) | 2026-06-30 | |
| MLM | MARTIN MARIETTA MATLS INC | 2.16% | 217.1K | $125.2M | -0.91%(-2.00K) | $363.87(+49.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.70% | +43.14% | +6.57% | +37.46% |
| Top 20 Holdings Unweighted | +11.31% | +37.92% | +5.19% | +28.76% |
Douglass Winthrop Advisors LLC reports $5.80B in US-listed equity holdings across 308 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (7.8%), AMZN (5.1%) and MSFT (5.0%). The top 20 holdings account for 54.24% of reported assets. Its disclosed equity book has returned +43.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Douglass Winthrop Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1308527). View Douglass Winthrop Advisors LLC’s 13F filings on SEC