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Latest Douglass Winthrop Advisors, LLC Stock Portfolio

$5.46Billion | No. of Holdings #303

Douglass Winthrop Advisors, LLC Performance

2026 Q1-4.84%
YTD-4.84%
2025+7.74%

About Douglass Winthrop Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Douglass Winthrop Advisors, LLC reported an equity portfolio of $5.5 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Douglass Winthrop Advisors, LLC are , GOOG, MSFT. The fund has invested 7.7% of it's portfolio in BERKSHIRE HATHAWAY INC and 7.2% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off VANGUARD TOTAL BOND MARKET ETF (BIV), APOLLO GLOBAL MGMT INC NEW COM and ISHARES TR BROAD USD HIGH YIEL (BGRN) stocks. They significantly reduced their stock positions in TRACTOR SUPPLY CO (TSCO), COUPANG INC (CPNG) and VANGUARD TOTAL STOCK MARKET ET (VB). Douglass Winthrop Advisors, LLC opened new stock positions in LONDON STOCK EXCHANGE GROUP AD, FERRARI N V NEW F (RACE) and GPGI INC (CMPO). The fund showed a lot of confidence in some stocks as they added substantially to COPART INC (CPRT), UNITEDHEALTH GROUP INC (UNH) and MCKESSON CORP (MCK).
Douglass Winthrop Advisors, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026
$5.46Billion
  as of May 14, 2026

Douglass Winthrop Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Douglass Winthrop Advisors, LLC made a return of -4.84% in the last quarter. In trailing 12 months, it's portfolio return was 0.84%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
london stock exchange group ad93,998,500
ferrari n v new f84,082,600
stubhub holdings inc990,001
gpgi inc393,300
conocophillips313,896
bhp group ltd sponsored adr is309,145
citigroup inc com new284,205
blackrock corporate high255,600
New stocks bought by Douglass Winthrop Advisors, LLC

Additions

Ticker% Inc.
copart inc306
unitedhealth group inc124
mckesson corp110
dassault sys s a sponsored adr91.76
verisk analytics inc65.09
vinci s a adr60.33
netflix inc52.32
blackrock inc new37.19
Additions to existing portfolio by Douglass Winthrop Advisors, LLC

Reductions

Ticker% Reduced
tractor supply co-97.19
coupang inc-88.53
vanguard total stock market et-69.77
price t rowe group inc com-69.44
invesco nasdaq 100 etf-65.42
ishares core s&p 500 etf iv-62.86
bnp paribas f sponsored adr 1 -62.46
charles schwab corp-61.34
Douglass Winthrop Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
sua hldgs ltd f0.00
ishares tr broad usd high yiel-437,521
jd com inc f sponsored adr 1 a-295,036
vanguard total bond market etf-477,900
ishares global infrastructure -357,422
brookfield corp f class a-234,543
us bancorp del com new-242,468
ishares msci china etf-243,884
Douglass Winthrop Advisors, LLC got rid off the above stocks

Sector Distribution

Douglass Winthrop Advisors, LLC has about 23.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
  • Basic Materials
  • Healthcare
  • Real Estate
Sector%
Others23.9
Technology13.8
Financial Services12.7
Industrials11.7
Communication Services11.7
Consumer Cyclical7
Consumer Defensive6.6
Basic Materials6.5
Healthcare3.7
Real Estate1.6

Market Cap. Distribution

Douglass Winthrop Advisors, LLC has about 75.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP39.3
LARGE-CAP36.6
UNALLOCATED23.9

Stocks belong to which Index?

About 69.6% of the stocks held by Douglass Winthrop Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50069.6
Others30.2
Top 5 Winners (%)%
TPL
texas pacific land corp
59.1 %
GLW
corning inc
54.2 %
MPC
marathon petroleum corp com
50.1 %
XOM
exxon mobil corp
41.0 %
qnity electronics inc common s
40.4 %
Top 5 Winners ($)$
TPL
texas pacific land corp
56.2 M
DE
deere & co
31.4 M
COST
costco wholesale corp
25.5 M
FAST
fastenal co com
19.6 M
LIN
linde plc
14.4 M
Top 5 Losers (%)%
INTU
intuit inc
-32.4 %
COMP
compass inc class a
-30.8 %
ADBE
adobe inc
-30.4 %
SAP
sap se f sponsored adr 1 adr r
-29.5 %
NOW
servicenow inc
-29.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-80.0 M
GOOG
alphabet inc
-38.0 M
AMZN
amazon com inc
-27.5 M
MA
mastercard inc
-26.9 M
SPGI
s&p global inc
-23.9 M

Douglass Winthrop Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Douglass Winthrop Advisors, LLC

Douglass Winthrop Advisors, LLC has 303 stocks in it's portfolio. About 43.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. TPL was the most profitable stock for Douglass Winthrop Advisors, LLC last quarter.

$5.46BTotal Value
323Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Douglass Winthrop Advisors, LLC, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr Pfd & Income Secs E

Ishares Tr Pfd & Income Secs E

AAXJ
Douglass Winthrop Advisors, LLC's holding in Ishares Tr Pfd & Income Secs E over time
0.01%12,500
$379.0K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Global Infrastructure

Ishares Global Infrastructure

AAXJ
Douglass Winthrop Advisors, LLC's holding in Ishares Global Infrastructure over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACES
Alps Etf Tr Alerian Mlp Etf Ne

Alps Etf Tr Alerian Mlp Etf Ne

ACES
Douglass Winthrop Advisors, LLC's holding in Alps Etf Tr Alerian Mlp Etf Ne over time
0.01%15,000
$789.6K
0.01%
unchanged 0 percentunchanged
AFK
Vaneck Etf Tr Gold Miners Etf

Vaneck Etf Tr Gold Miners Etf

AFK
Douglass Winthrop Advisors, LLC's holding in Vaneck Etf Tr Gold Miners Etf over time
0.01%9,075
$832.8K
0.01%
unchanged 0 percentunchanged
AFK
Vaneck Junior Gold Miners

Vaneck Junior Gold Miners

AFK
Douglass Winthrop Advisors, LLC's holding in Vaneck Junior Gold Miners over time
0.01%5,065
$608.0K
0.01%
increased 8.92 percentadded
AGNG
Global X Silver Miners Etf

Global X Silver Miners Etf

AGNG
Douglass Winthrop Advisors, LLC's holding in Global X Silver Miners Etf over time
0.01%4,750
$427.9K
0.01%
unchanged 0 percentunchanged