Evelina Richards
Douglass Winthrop Advisors, Llc
Assets Managed
$5.462B
Holdings
303
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
-4.52%(2Q avg: -2.44%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Douglass Winthrop Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 303 positions.
Assets under management
The assets under management (AUM) of Douglass Winthrop Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.462B in assets, with a quarterly growth rate of -4.52% and a 2-quarter average growth rate of -2.44%. The portfolio is managed by Evelina Richards, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BRK.B Berkshire Hathaway Inc-cl B
| 7.68% | $419.286M 874,970 shares@ $479.2 avg price | Decreased -0.46% |
GOOG Alphabet Inc-cl C
| 7.16% | $390.783M 1.362M shares@ $286.86 avg price | Decreased -6.81% |
MSFT Microsoft Corp
| 4.85% | $264.676M 715,013 shares@ $370.17 avg price | Increased 2.75% |
AMZN Amazon.com Inc
| 4.72% | $257.262M 1.235M shares@ $208.27 avg price | Increased 2.77% |
MA Mastercard Inc - A
| 3.46% | $188.519M 377,294 shares@ $499.67 avg price | Decreased -0.22% |
COST Costco Wholesale Corp
| 3.45% | $188.14M 188,814 shares@ $996.43 avg price | Decreased -1.2% |
AAPL Apple Inc
| 3.36% | $183.398M 722,635 shares@ $253.8 avg price | Decreased -1.33% |
DE Deere & Co
| 3.32% | $180.839M 321,034 shares@ $563.31 avg price | Increased 0.01% |
UBER Uber Technologies Inc
| 2.97% | $161.824M 2.25M shares@ $71.93 avg price | Decreased -0.59% |
MKL Markel Group Inc
| 2.83% | $154.079M 80,498 shares@ $1914.08 avg price | Decreased -1.75% |
1-10 of 303