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Holders — by stockHoldings — by fund

Douglass Winthrop Advisors, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001308527

$5.80B

disclosed book value

308

positions

8%

largest position share

Positions, as of 2026-06-30

top 100 of 308 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1GOOGALPHABET INC1.3M$465.7M8%
2BRK/BBERKSHIRE HATHAWAY INC905,642$453.2M7.8%
3AMZNAMAZON COM INC1.2M$295.4M5.1%
4MSFTMICROSOFT CORP782,942$292.1M5%
5AAPLAPPLE INC COM729,750$211.2M3.6%
6DEDEERE & CO320,538$203.3M3.5%
7MAMASTERCARD INC389,555$200.1M3.5%
8COSTCOSTCO WHOLESALE CORP187,973$175.8M3%
9UBERUBER TECHNOLOGIES INC2.3M$162.4M2.8%
10MKLMARKEL GROUP INC80,373$157.0M2.7%
11GOOGLALPHABET INC-CL A430,657$153.9M2.7%
12FASTFASTENAL CO COM3.1M$149.4M2.6%
13TDGTRANSDIGM GROUP INC105,306$140.3M2.4%
14AON PLC400,635$132.9M2.3%
15MNSTMONSTER BEVERAGE CORP1.3M$125.5M2.2%
16MLMMARTIN MARIETTA MATLS INC217,073$125.2M2.2%
17SHWSHERWIN WILLIAMS CO363,117$125.0M2.2%
18CFRUYCIE FINANCIERE RICHEMONT SA5.2M$119.6M2.1%
19SPGIS&P GLOBAL INC286,307$116.6M2%
20Linde PLC215,395$111.8M1.9%
21CNICANADIAN NATIONAL RAILWAY CO936,884$111.7M1.9%
22FERRARI N V NEW F299,022$111.3M1.9%
23TPLTEXAS PACIFIC LAND CORP243,355$106.5M1.8%
24NFLXNETFLIX INC1.5M$105.1M1.8%
25BAMBROOKFIELD ASSET MANAGEMENT LT2.1M$94.0M1.6%
26LSEGYLONDON STOCK EXCHANGE GROUP AD3.4M$90.7M1.6%
27TSMTAIWAN SEMICONDUCTOR MFG CO AD186,555$89.1M1.5%
28MTDMETTLER-TOLEDO INTL INC69,514$88.8M1.5%
29BRK/ABERKSHIRE HATHAWAY INC-CL A108$80.9M1.4%
30NSRGYNESTLE S A492,594$50.6M0.9%
31AXPAMERICAN EXPRESS CO COM129,267$43.7M0.8%
32PGPROCTER & GAMBLE COMPANY COM263,538$38.6M0.7%
33MRKMERCK & CO. INC.291,325$37.4M0.6%
34CPRTCOPART INC1.2M$33.8M0.6%
35TRANE TECHNOLOGIES PLC59,555$29.3M0.5%
36LLYELI LILLY AND CO22,774$27.3M0.5%
37JNJJOHNSON & JOHNSON COM104,526$26.5M0.5%
38NVDANVIDIA CORP125,808$25.2M0.4%
39JPMJPMORGAN CHASE & CO72,324$23.7M0.4%
40ASML HOLDING NV-NY REG SHS10,003$19.9M0.3%
41VVISA INC-CLASS A SHARES56,482$19.4M0.3%
42AMTAMERICAN TOWER CORP117,375$19.2M0.3%
43DOVDOVER CORP77,215$17.3M0.3%
44EXMOCEXXON MOBIL CORP115,677$15.8M0.3%
45ABBVABBVIE INC61,088$15.4M0.3%
46SPYSPDR S&P 500 ETF TR TR UNIT19,088$14.3M0.2%
47TMOTHERMO FISHER SCIENTIFIC INC25,062$12.6M0.2%
48SBGSYSCHNEIDER ELECT SE-UNSP ADR181,286$11.8M0.2%
49KOTHE COCA-COLA CO144,230$11.7M0.2%
50UNPUNION PAC CORP42,118$11.5M0.2%
51DHRDANAHER CORP58,291$11.1M0.2%
52TJXTJX COS INC NEW67,072$10.2M0.2%
53WMTWALMART INC89,255$10.1M0.2%
54WMWASTE MANAGEMENT INC44,409$9.9M0.2%
55HDHOME DEPOT INC27,280$9.6M0.2%
56URIUNITED RENTALS INC8,488$9.6M0.2%
57CATCATERPILLAR INC8,915$9.5M0.2%
58MELIMERCADOLIBRE INC5,331$9.0M0.2%
59ADPAUTOMATIC DATA PROCESSING INC39,867$8.9M0.2%
60VOOVANGUARD INDEX FDS S&P 500 ETF12,431$8.5M0.1%
61MCDMCDONALD'S CORP31,302$8.5M0.1%
62EADSYAIRBUS SE - UNSP ADR151,349$8.4M0.1%
63AVGOBROADCOM INC20,803$7.9M0.1%
64MCOMOODY'S CORP17,013$7.7M0.1%
65SNPSSYNOPSYS INC16,621$7.4M0.1%
66LRLCYL'OREAL-UNSPONSORED ADR80,205$7.0M0.1%
67METAMETA PLATFORMS INC CLASS A12,474$7.0M0.1%
68CARRCARRIER GLOBAL CORP93,538$6.9M0.1%
69GLWCORNING INC26,705$6.8M0.1%
70CEGCONSTELLATION ENERGY27,352$6.8M0.1%
71PEPPEPSICO INC49,731$6.7M0.1%
72IBMINTERNATIONAL BUSINESS MACHS C22,164$6.2M0.1%
73VTEBVANGUARD MUN BD FDS TAX-EXEMPT118,962$6.0M0.1%
74WABWABTEC21,301$5.7M0.1%
75CVXCHEVRON CORP NEW33,856$5.6M0.1%
76CPNGCOUPANG INC319,584$5.6M0.1%
77NSCNORFOLK SOUTHN CORP17,607$5.5M0.1%
78TSLATESLA INC12,951$5.4M0.1%
79AMDADVANCED MICRO DEVICE IN9,337$5.4M0.1%
80ABTABBOTT LABORATORIES54,696$5.0M0.1%
81AJGGALLAGHER ARTHUR J & CO21,475$4.9M0.1%
82GSGOLDMAN SACHS GROUP INC4,855$4.9M0.1%
83BF/BBROWN FORMAN CORP CLASS B178,823$4.8M0.1%
84BNYBANK NEW YORK MELLON CORP COM31,918$4.6M0.1%
85VRSKVERISK ANALYTICS INC25,657$4.6M0.1%
86CTASCINTAS CORP COM25,440$4.3M0.1%
87EFAISHARES MSCI EAFE ETF39,664$4.1M0.1%
88VCISYVINCI S A ADR111,421$4.1M0.1%
89QQQMINVESCO NASDAQ 100 ETF13,260$4.0M0.1%
90NEENEXTERA ENERGY INC44,356$3.9M0.1%
91ROPROPER TECHNOLOGIES INC11,321$3.8M0.1%
92BALLBALL CORP58,080$3.6M0.1%
93APHAmphenol Corp20,460$3.6M0.1%
94ACCENTURE PLC27,266$3.4M0.1%
95CITHE CIGNA GROUP12,139$3.3M0.1%
96AMGNAMGEN INCORPORATED8,961$3.2M0.1%
97CETCENTRAL SECURITIES CF61,439$3.2M0.1%
98PMPHILIP MORRIS INTL INC17,696$3.2M0.1%
99IRIngersoll Rand Inc39,032$3.2M0.1%
100CNMCORE & MAIN INC-CLASS A66,196$3.2M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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