CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 12, 2014

Total Value ($000): $1,785,736 (100.0% shares, 0.0% debt)

Holdings (143)

EXPRESS SCRIPTS HOLDING CO 9.3%
Value ($000) $166,154 Shares 2,365,518 Est. Cost $61.74 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 7.8%
Value ($000) $138,400 Shares 1,712,888 Est. Cost $45.19 Unrealized +13.9%
MTD METTLER-TOLEDO INTERNATIONAL I 7.6%
Value ($000) $136,474 Shares 562,571 Est. Cost $213.07 Unrealized +14.6%
WAB WABTEC 7.5%
Value ($000) $134,629 Shares 1,812,703 Est. Cost $49.51 Unrealized +27.4%
PRECISION CASTPARTS CORP 6.9%
Value ($000) $122,331 Shares 454,255 Est. Cost $226.13 Unrealized
DCI DONALDSON INC 6.7%
Value ($000) $119,161 Shares 2,741,857 Est. Cost $29.54 Unrealized +12.8%
CORE LABORATORIES N V COM 5.3%
Value ($000) $94,764 Shares 496,276 Est. Cost $160.57 Unrealized
VARIAN MED SYS INC 5.1%
Value ($000) $90,665 Shares 1,167,016 Est. Cost $67.64 Unrealized
IDXX IDEXX LABORATORIES INC 4.8%
Value ($000) $86,136 Shares 809,775 Est. Cost $44.11 Unrealized +19.3%
SIGMA ALDRICH 4.8%
Value ($000) $85,969 Shares 914,471 Est. Cost $80.54 Unrealized
CME CME GROUP INC 4.3%
Value ($000) $77,312 Shares 985,374 Est. Cost $39.49 Unrealized +20.1%
FEI CO 3.6%
Value ($000) $63,969 Shares 715,860 Est. Cost $88.59 Unrealized
V VISA INC-A 2.9%
Value ($000) $50,937 Shares 228,746 Est. Cost $40.19 Unrealized +15.2%
WEX WEX INC 2.2%
Value ($000) $39,246 Shares 396,307 Est. Cost $74.24 Unrealized +26.5%
TROW PRICE T ROWE GROUP INC COM 1.9%
Value ($000) $33,430 Shares 399,065 Est. Cost $47.68 Unrealized +5.9%
COST COSTCO WHOLESALE 1.9%
Value ($000) $33,079 Shares 277,932 Est. Cost $86.56 Unrealized +9.9%
ATR APTARGROUP INC COM 1.8%
Value ($000) $31,980 Shares 471,611 Est. Cost $46.93 Unrealized +14.3%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $25,216 Shares 249,166 Est. Cost $53.69 Unrealized +4.2%
CHRW C H ROBINSON WORLDWIDE INC 1.4%
Value ($000) $24,908 Shares 426,877 Est. Cost $42.72 Unrealized +3.2%
BRK/B BERKSHIRE HATHAWAY INC 1.3%
Value ($000) $22,331 Shares 188,356 Est. Cost $110.02 Unrealized +5.1%
INTC INTEL CORP 1.2%
Value ($000) $21,494 Shares 828,108 Est. Cost $17.18 Unrealized +4.4%
CVE CENOVUS ENERGY INC 1.1%
Value ($000) $19,850 Shares 692,861 Est. Cost $22.39 Unrealized +0.2%
KO COCA COLA 0.9%
Value ($000) $15,653 Shares 378,924 Est. Cost $27.85 Unrealized -3.3%
FAST FASTENAL 0.6%
Value ($000) $10,702 Shares 225,257 Est. Cost $8.84 Unrealized -1.0%
JNJ JOHNSON AND JOHNSON CO 0.5%
Value ($000) $9,262 Shares 101,128 Est. Cost $59.76 Unrealized +10.0%
MKC MCCORMICK & CO INC COM NON VTG 0.4%
Value ($000) $8,015 Shares 116,292 Est. Cost $28.19 Unrealized -4.2%
STERICYCLE INC COM 0.4%
Value ($000) $6,735 Shares 57,975 Est. Cost $110.43 Unrealized
GILD GILEAD SCIENCES 0.4%
Value ($000) $6,515 Shares 86,756 Est. Cost $38.18 Unrealized +26.7%
MRK MERCK & CO INC NEW 0.3%
Value ($000) $5,324 Shares 106,381 Est. Cost $30.02 Unrealized +4.2%
TJX TJX COS 0.3%
Value ($000) $4,681 Shares 73,452 Est. Cost $21.71 Unrealized +18.4%
MMM 3M 0.2%
Value ($000) $4,381 Shares 31,236 Est. Cost $62.06 Unrealized +17.1%
AAPL APPLE INC 0.2%
Value ($000) $4,241 Shares 7,560 Est. Cost $14.12 Unrealized +16.0%
IBM INTL BUSINESS MACHINES 0.2%
Value ($000) $3,813 Shares 20,330 Est. Cost $118.94 Unrealized -10.5%
CHD CHURCH & DWIGHT INC COM 0.2%
Value ($000) $3,808 Shares 57,454 Est. Cost $26.18 Unrealized +4.1%
DHR DANAHER 0.2%
Value ($000) $3,807 Shares 49,315 Est. Cost $26.49 Unrealized +12.2%
WTM WHITE MOUNTAINS INSURANCE GROU 0.2%
Value ($000) $3,739 Shares 6,200 Est. Cost $583.58 Unrealized +1.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.2%
Value ($000) $3,380 Shares 19 Est. Cost $165023.42 Unrealized +5.1%
ANSYS INC COM 0.2%
Value ($000) $3,307 Shares 37,927 Est. Cost $73.39 Unrealized
SYY SYSCO 0.2%
Value ($000) $3,233 Shares 89,548 Est. Cost $24.39 Unrealized -0.1%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $2,892 Shares 31,875 Est. Cost $59.62 Unrealized +16.2%
PEP PEPSICO 0.1%
Value ($000) $2,571 Shares 31,003 Est. Cost $56.01 Unrealized +3.1%
RYDEX S&P EQUAL WEIGHT ETF 0.1%
Value ($000) $2,566 Shares 36,011 Est. Cost $65.97 Unrealized
XILINX 0.1%
Value ($000) $2,204 Shares 48,000 Est. Cost $46.85 Unrealized
COCA COLA ENTERPRISES INC 0.1%
Value ($000) $2,114 Shares 47,905 Est. Cost $35.16 Unrealized
GENERAL ELECTRIC 0.1%
Value ($000) $1,966 Shares 70,154 Est. Cost $24.29 Unrealized
DIS DISNEY WALT 0.1%
Value ($000) $1,729 Shares 22,636 Est. Cost $57.76 Unrealized +6.8%
HD HOME DEPOT 0.1%
Value ($000) $1,398 Shares 16,977 Est. Cost $56.11 Unrealized +4.7%
WHITING PETE 0.1%
Value ($000) $1,392 Shares 22,500 Est. Cost $48.55 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $1,386 Shares 12,146 Est. Cost $73.87 Unrealized +9.8%
MEAD JOHNSON NUTRITION CO COM 0.1%
Value ($000) $1,299 Shares 15,509 Est. Cost $79.24 Unrealized
LORILLARD INC COM 0.1%
Value ($000) $1,214 Shares 23,953 Est. Cost $43.77 Unrealized
CL COLGATE PALMOLIVE 0.1%
Value ($000) $1,196 Shares 18,335 Est. Cost $44.38 Unrealized +9.1%
VFC V F CORP 0.1%
Value ($000) $1,122 Shares 18,000 Est. Cost $50.61 Unrealized +3.0%
PG PROCTER & GAMBLE 0.1%
Value ($000) $1,088 Shares 13,362 Est. Cost $55.20 Unrealized +5.1%
STT STATE STREET 0.1%
Value ($000) $1,027 Shares 14,000 Est. Cost $44.60 Unrealized +13.5%
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $1,004 Shares 11,146 Est. Cost $53.85 Unrealized +20.8%
GEL GENESIS ENERGY L P UNIT LTD PA 0.1%
Value ($000) $999 Shares 19,000 Est. Cost $51.84 Unrealized
WFC WELLS FARGO & COMPANY 0.1%
Value ($000) $956 Shares 21,050 Est. Cost $27.36 Unrealized +12.4%
HUBBELL CLASS B 0.1%
Value ($000) $954 Shares 8,762 Est. Cost $98.95 Unrealized
UNILEVER NV 0.1%
Value ($000) $904 Shares 22,480 Est. Cost $39.29 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $844 Shares 9,093 Est. Cost $57.67 Unrealized +13.9%
UNP UNION PAC CORP COM 0.0%
Value ($000) $796 Shares 4,736 Est. Cost $57.11 Unrealized +6.0%
MARKWEST ENERGY PARTNERS L P U 0.0%
Value ($000) $794 Shares 12,000 Est. Cost $66.83 Unrealized
TARGA RESOURCES PARTNERS LP CO 0.0%
Value ($000) $784 Shares 15,000 Est. Cost $50.47 Unrealized
CBS CLASS B 0.0%
Value ($000) $747 Shares 11,722 Est. Cost $59.11 Unrealized
F FORD MTR 0.0%
Value ($000) $747 Shares 48,413 Est. Cost $8.67 Unrealized +3.8%
MSFT MICROSOFT 0.0%
Value ($000) $709 Shares 18,940 Est. Cost $27.04 Unrealized +11.0%
WALGREEN 0.0%
Value ($000) $702 Shares 12,220 Est. Cost $52.03 Unrealized
UNITED TECHNOLOGIES 0.0%
Value ($000) $682 Shares 5,990 Est. Cost $94.07 Unrealized
RL RALPH LAUREN CORP 0.0%
Value ($000) $667 Shares 3,780 Est. Cost $135.30 Unrealized 0.0%
AMERIPRISE FINL 0.0%
Value ($000) $656 Shares 5,700 Est. Cost $80.88 Unrealized
LEUCADIA NATIONAL 0.0%
Value ($000) $647 Shares 22,829 Est. Cost $27.56 Unrealized
EMR EMERSON ELECTRIC 0.0%
Value ($000) $646 Shares 9,202 Est. Cost $40.57 Unrealized +18.8%
CVX CHEVRONTEXACO 0.0%
Value ($000) $627 Shares 5,020 Est. Cost $71.65 Unrealized +1.2%
MAXIM INTERGRATED PRODS 0.0%
Value ($000) $622 Shares 22,302 Est. Cost $27.81 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $603 Shares 11,425 Est. Cost $26.55 Unrealized +14.5%
BAKER HUGHES INC 0.0%
Value ($000) $570 Shares 10,321 Est. Cost $46.12 Unrealized
WMT WAL MART STORES 0.0%
Value ($000) $553 Shares 7,025 Est. Cost $19.99 Unrealized +1.8%
PNC PNC BK 0.0%
Value ($000) $547 Shares 7,050 Est. Cost $47.34 Unrealized +9.6%
PM PHILIP MORRIS INTL 0.0%
Value ($000) $533 Shares 6,120 Est. Cost $49.85 Unrealized -4.0%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $527 Shares 9,825 Est. Cost $35.77 Unrealized +12.0%
AMZN AMAZON COM INC 0.0%
Value ($000) $520 Shares 1,305 Est. Cost $13.42 Unrealized +34.0%
MLI MUELLER INDS INC COM 0.0%
Value ($000) $514 Shares 8,160 Est. Cost $10.20 Unrealized +15.1%
CVS CVS 0.0%
Value ($000) $514 Shares 7,180 Est. Cost $46.31 Unrealized 0.0%
YUM YUM! BRANDS INC 0.0%
Value ($000) $491 Shares 6,500 Est. Cost $38.97 Unrealized +4.9%
L LOEWS CORP 0.0%
Value ($000) $486 Shares 10,066 Est. Cost $42.08 Unrealized +7.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $467 Shares 12,194 Est. Cost $28.83 Unrealized +1.4%
VIACOM - CL B W/I 0.0%
Value ($000) $457 Shares 5,228 Est. Cost $87.41 Unrealized
GLAXOS MITHKLINE PLC ADR 0.0%
Value ($000) $453 Shares 8,482 Est. Cost $50.01 Unrealized
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $448 Shares 5,048 Est. Cost $82.81 Unrealized
CELGENE 0.0%
Value ($000) $446 Shares 2,638 Est. Cost $169.07 Unrealized
RRC RANGE RES CORP COM 0.0%
Value ($000) $438 Shares 5,200 Est. Cost $76.74 Unrealized +1.3%
PFE PFIZER 0.0%
Value ($000) $436 Shares 14,230 Est. Cost $16.56 Unrealized +6.4%
JPM J.P. MORGAN CHASE 0.0%
Value ($000) $423 Shares 7,232 Est. Cost $36.24 Unrealized +9.4%
HERTZ GLOBAL HOLDINGS 0.0%
Value ($000) $415 Shares 14,500 Est. Cost $28.62 Unrealized
GOOGLE INC CL A 0.0%
Value ($000) $414 Shares 369 Est. Cost $879.42 Unrealized
EL LAUDER ESTEE COS CL A 0.0%
Value ($000) $410 Shares 5,440 Est. Cost $58.22 Unrealized +6.7%
CSCO CISCO SYS 0.0%
Value ($000) $406 Shares 18,122 Est. Cost $15.24 Unrealized -0.2%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $393 Shares 6,520 Est. Cost $51.08 Unrealized 0.0%
MA MASTERCARD 0.0%
Value ($000) $393 Shares 470 Est. Cost $69.03 Unrealized 0.0%
GENERAL GROWTH PROPERTIES 0.0%
Value ($000) $378 Shares 18,815 Est. Cost $19.88 Unrealized
FLO FLOWERS FOODS 0.0%
Value ($000) $376 Shares 17,496 Est. Cost $14.15 Unrealized +2.3%
WESTERN GAS PARTNERS LP COM UN 0.0%
Value ($000) $376 Shares 6,101 Est. Cost $64.91 Unrealized
GENERAL MTRS 0.0%
Value ($000) $371 Shares 9,070 Est. Cost $40.90 Unrealized
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $361 Shares 3,600 Est. Cost $64.00 Unrealized -3.4%
ROST ROSS STORES 0.0%
Value ($000) $359 Shares 4,790 Est. Cost $33.31 Unrealized 0.0%
ROYAL DUTCH SHELL PLC-ADR A 0.0%
Value ($000) $356 Shares 5,000 Est. Cost $63.76 Unrealized
ARCH CAPITAL GROUP LTD 0.0%
Value ($000) $346 Shares 5,790 Est. Cost $51.47 Unrealized
BEN FRANKLIN RESOURCES 0.0%
Value ($000) $344 Shares 5,955 Est. Cost $29.36 Unrealized +9.4%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $341 Shares 2,240 Est. Cost $88.80 Unrealized -8.8%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $341 Shares 6,415 Est. Cost $29.22 Unrealized +16.9%
VOO VANGUARD INDEX FUNDS 0.0%
Value ($000) $338 Shares 2,000 Est. Cost $169.00 Unrealized
BUD ANHEUSER BUSCH COS 0.0%
Value ($000) $319 Shares 3,000 Est. Cost $92.20 Unrealized
EPD ENTERPRISE PRODUCTS PARTNER LP 0.0%
Value ($000) $318 Shares 4,800 Est. Cost $62.20 Unrealized
TIFFANY & CO 0.0%
Value ($000) $318 Shares 3,425 Est. Cost $73.46 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $315 Shares 10,038 Est. Cost $19.65 Unrealized +11.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $307 Shares 4,343 Est. Cost $48.40 Unrealized 0.0%
JOHNSON CTLS INC COM 0.0%
Value ($000) $304 Shares 5,934 Est. Cost $41.65 Unrealized
ECL ECOLAB 0.0%
Value ($000) $302 Shares 2,900 Est. Cost $90.95 Unrealized 0.0%
SKT TANGER FACTORY OUTLET CTRS INC 0.0%
Value ($000) $296 Shares 9,250 Est. Cost $33.47 Unrealized
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $295 Shares 6,000 Est. Cost $35.84 Unrealized +11.6%
GIS GENERAL MILLS 0.0%
Value ($000) $287 Shares 5,750 Est. Cost $32.03 Unrealized +2.7%
PAA PLAINS ALL AMERN PIPELINE L P 0.0%
Value ($000) $285 Shares 5,500 Est. Cost $55.86 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $282 Shares 6,945 Est. Cost $35.71 Unrealized
PLANTRONICS NEW 0.0%
Value ($000) $279 Shares 6,000 Est. Cost $44.00 Unrealized
DIRECTV 0.0%
Value ($000) $278 Shares 4,030 Est. Cost $61.69 Unrealized
BCE BCE INC 0.0%
Value ($000) $276 Shares 6,370 Est. Cost $21.68 Unrealized 0.0%
WU WESTERN UNION 0.0%
Value ($000) $259 Shares 15,000 Est. Cost $17.09 Unrealized
BLACKROCK INC 0.0%
Value ($000) $253 Shares 800 Est. Cost $257.00 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $245 Shares 4,084 Est. Cost $47.71 Unrealized +15.8%
BIIB BIOGEN IDEC 0.0%
Value ($000) $242 Shares 866 Est. Cost $223.81 Unrealized +15.6%
DOW CHEMICAL 0.0%
Value ($000) $241 Shares 5,424 Est. Cost $38.35 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $241 Shares 6,899 Est. Cost $21.22 Unrealized +14.5%
DVN DEVON ENERGY 0.0%
Value ($000) $232 Shares 3,749 Est. Cost $38.10 Unrealized +7.7%
GLW CORNING 0.0%
Value ($000) $227 Shares 12,721 Est. Cost $10.75 Unrealized +12.1%
E M C 0.0%
Value ($000) $226 Shares 9,000 Est. Cost $23.74 Unrealized
COMCAST A 0.0%
Value ($000) $223 Shares 4,300 Est. Cost $51.86 Unrealized
M MACYS INC COM 0.0%
Value ($000) $218 Shares 4,090 Est. Cost $48.46 Unrealized 0.0%
AT&T 0.0%
Value ($000) $204 Shares 5,803 Est. Cost $35.47 Unrealized
BDX BECTON DICKINSON 0.0%
Value ($000) $201 Shares 1,816 Est. Cost $85.77 Unrealized 0.0%
PEOPLES UNITED FINANCIAL INC C 0.0%
Value ($000) $197 Shares 13,000 Est. Cost $14.92 Unrealized
VIMPELCOM LTD SPONSORED ADR 0.0%
Value ($000) $129 Shares 10,000 Est. Cost $10.10 Unrealized
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $111 Shares 11,000 Est. Cost $9.34 Unrealized +7.4%