Douglass Winthrop Advisors, LLC 13F 持仓 · 2026年Q2
Douglass Winthrop Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 307 只证券，申报市值合计 57.97 亿美元。前几大持仓：GOOG（8.03%）、BRKB（7.82%）、AMZN（5.10%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $465.7M | 8.03% | 1.3M | 减持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC | $453.2M | 7.82% | 905,642 | 增持 |
| 3 | AMZN | AMAZON COM INC | $295.4M | 5.10% | 1.2M | 增持 |
| 4 | MSFT | MICROSOFT CORP | $292.1M | 5.04% | 782,942 | 增持 |
| 5 | AAPL | APPLE INC COM | $211.2M | 3.64% | 729,750 | 增持 |
| 6 | DE | DEERE & CO | $203.3M | 3.51% | 320,538 | 减持 |
| 7 | MA | MASTERCARD INC | $200.1M | 3.45% | 389,555 | 增持 |
| 8 | COST | COSTCO WHOLESALE CORP | $175.8M | 3.03% | 187,973 | 减持 |
| 9 | UBER | UBER TECHNOLOGIES INC | $162.4M | 2.80% | 2.3M | 增持 |
| 10 | MKL | MARKEL GROUP INC | $157.0M | 2.71% | 80,373 | 减持 |
| 11 | GOOGL | ALPHABET INC-CL A | $153.9M | 2.66% | 430,657 | 增持 |
| 12 | FAST | FASTENAL CO COM | $149.4M | 2.58% | 3.1M | 减持 |
| 13 | TDG | TRANSDIGM GROUP INC | $140.3M | 2.42% | 105,306 | 增持 |
| 14 | AON | AON PLC | $132.9M | 2.29% | 400,635 | 增持 |
| 15 | MNST | MONSTER BEVERAGE CORP | $125.5M | 2.17% | 1.3M | 减持 |
| 16 | MLM | MARTIN MARIETTA MATLS INC | $125.2M | 2.16% | 217,073 | 减持 |
| 17 | SHW | SHERWIN WILLIAMS CO | $125.0M | 2.16% | 363,117 | 减持 |
| 18 | CFRUY | CIE FINANCIERE RICHEMONT SA | $119.6M | 2.06% | 5.2M | 减持 |
| 19 | SPGI | S&P GLOBAL INC | $116.6M | 2.01% | 286,307 | 增持 |
| 20 | CNI | CANADIAN NATIONAL RAILWAY CO | $111.7M | 1.93% | 936,884 | 减持 |
| 21 | LIN | Linde PLC | $111.8M | 1.93% | 215,395 | 增持 |
| 22 | RACE | FERRARI N V NEW F | $111.3M | 1.92% | 299,022 | 增持 |
| 23 | TPL | TEXAS PACIFIC LAND CORP | $106.5M | 1.84% | 243,355 | 减持 |
| 24 | NFLX | NETFLIX INC | $105.1M | 1.81% | 1.5M | 增持 |
| 25 | BAM | BROOKFIELD ASSET MANAGEMENT LT | $94.0M | 1.62% | 2.1M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR