CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 11, 2016

Total Value ($000): $1,885,038 (100.0% shares, 0.0% debt)

Holdings (131)

MTD METTLER-TOLEDO INTERNATIONAL I 9.4%
Value ($000) $176,325 Shares 519,934 Est. Cost $213.07 Unrealized +50.5%
EXPRESS SCRIPTS HOLDING CO 9.2%
Value ($000) $173,061 Shares 1,979,872 Est. Cost $62.01 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 7.5%
Value ($000) $142,009 Shares 1,676,211 Est. Cost $45.19 Unrealized +53.0%
V VISA INC-A 7.2%
Value ($000) $135,336 Shares 1,745,149 Est. Cost $58.25 Unrealized +23.9%
IDXX IDEXX LABORATORIES INC 6.4%
Value ($000) $121,292 Shares 1,663,363 Est. Cost $57.45 Unrealized +24.2%
WAB WABTEC 5.9%
Value ($000) $111,544 Shares 1,568,392 Est. Cost $49.51 Unrealized +52.1%
RHHBY ROCHE HOLDINGS LTD-ADR 5.3%
Value ($000) $99,048 Shares 2,873,458 Est. Cost $34.00 Unrealized
ECL ECOLAB 5.1%
Value ($000) $96,982 Shares 847,892 Est. Cost $98.21 Unrealized +7.1%
CME CME GROUP INC 4.5%
Value ($000) $84,746 Shares 935,383 Est. Cost $40.28 Unrealized +56.4%
SHY ISHARES BARCLAYS 1-3 YEAR TREASURY 3.8%
Value ($000) $72,032 Shares 853,870 Est. Cost $84.73 Unrealized
NSRGY NESTLE 3.5%
Value ($000) $66,280 Shares 890,615 Est. Cost $73.18 Unrealized
AL AIR LEASE CORP 3.5%
Value ($000) $65,038 Shares 1,942,579 Est. Cost $29.62 Unrealized -4.1%
CDK GLOBAL INC 3.2%
Value ($000) $60,987 Shares 1,284,740 Est. Cost $40.76 Unrealized
COST COSTCO WHOLESALE 2.1%
Value ($000) $40,366 Shares 249,947 Est. Cost $86.56 Unrealized +53.5%
ATR APTARGROUP INC COM 1.9%
Value ($000) $35,218 Shares 484,756 Est. Cost $47.88 Unrealized +31.4%
DCI DONALDSON INC 1.8%
Value ($000) $34,107 Shares 1,190,071 Est. Cost $29.54 Unrealized -15.7%
VARIAN MED SYS INC 1.5%
Value ($000) $28,787 Shares 356,270 Est. Cost $67.64 Unrealized
SGSOY SGS SA SPONSORED ADR 1.5%
Value ($000) $27,617 Shares 1,445,940 Est. Cost $20.42 Unrealized
INTC INTEL CORP 1.4%
Value ($000) $27,217 Shares 790,032 Est. Cost $17.18 Unrealized +55.1%
TROW PRICE T ROWE GROUP INC COM 1.4%
Value ($000) $25,966 Shares 363,216 Est. Cost $47.68 Unrealized +6.7%
BRK/B BERKSHIRE HATHAWAY INC 1.3%
Value ($000) $24,189 Shares 183,192 Est. Cost $110.02 Unrealized +22.0%
WEX WEX INC 1.2%
Value ($000) $23,508 Shares 265,932 Est. Cost $74.24 Unrealized +22.2%
RED HAT 1.2%
Value ($000) $23,169 Shares 279,783 Est. Cost $72.51 Unrealized
CORE LABORATORIES N V COM 0.9%
Value ($000) $16,230 Shares 149,253 Est. Cost $162.49 Unrealized
TJX TJX COS 0.8%
Value ($000) $15,918 Shares 224,484 Est. Cost $27.13 Unrealized +13.9%
KO COCA COLA 0.7%
Value ($000) $14,020 Shares 326,342 Est. Cost $27.85 Unrealized +10.7%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $13,319 Shares 170,864 Est. Cost $53.69 Unrealized -4.3%
MKC MCCORMICK & CO INC COM NON VTG 0.6%
Value ($000) $10,600 Shares 123,892 Est. Cost $28.70 Unrealized +21.3%
JNJ JOHNSON AND JOHNSON CO 0.5%
Value ($000) $9,209 Shares 89,647 Est. Cost $59.76 Unrealized +27.0%
GILD GILEAD SCIENCES 0.5%
Value ($000) $8,797 Shares 86,935 Est. Cost $38.18 Unrealized +91.0%
RYDEX S&P EQUAL WEIGHT ETF 0.4%
Value ($000) $6,668 Shares 87,003 Est. Cost $78.94 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $5,839 Shares 55,471 Est. Cost $18.56 Unrealized +38.6%
MRK MERCK & CO INC 0.3%
Value ($000) $5,371 Shares 101,685 Est. Cost $30.02 Unrealized +22.5%
PEP PEPSICO 0.2%
Value ($000) $4,629 Shares 46,329 Est. Cost $65.48 Unrealized +12.2%
DHR DANAHER 0.2%
Value ($000) $4,613 Shares 49,662 Est. Cost $26.62 Unrealized +43.6%
MMM 3M 0.2%
Value ($000) $4,604 Shares 30,565 Est. Cost $64.81 Unrealized +42.1%
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value ($000) $4,281 Shares 69,025 Est. Cost $42.72 Unrealized +23.8%
WTM WHITE MOUNTAINS INSURANCE GROU 0.2%
Value ($000) $4,136 Shares 5,691 Est. Cost $583.58 Unrealized +31.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.2%
Value ($000) $3,363 Shares 17 Est. Cost $165023.42 Unrealized +22.0%
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $2,787 Shares 32,829 Est. Cost $26.18 Unrealized +43.3%
SYY SYSCO 0.1%
Value ($000) $2,555 Shares 62,312 Est. Cost $24.39 Unrealized +29.0%
XILINX 0.1%
Value ($000) $2,255 Shares 48,000 Est. Cost $46.85 Unrealized
STERICYCLE INC COM 0.1%
Value ($000) $2,249 Shares 18,647 Est. Cost $110.43 Unrealized
MEAD JOHNSON NUTRITION CO COM 0.1%
Value ($000) $2,223 Shares 28,161 Est. Cost $90.30 Unrealized
HD HOME DEPOT 0.1%
Value ($000) $1,814 Shares 13,717 Est. Cost $57.19 Unrealized +74.8%
MSFT MICROSOFT 0.1%
Value ($000) $1,706 Shares 30,755 Est. Cost $34.76 Unrealized +32.1%
SM SM ENERGY CO 0.1%
Value ($000) $1,634 Shares 83,100 Est. Cost $38.61 Unrealized -29.6%
AMGN AMGEN INC 0.1%
Value ($000) $1,610 Shares 9,915 Est. Cost $73.87 Unrealized +57.7%
GENERAL ELECTRIC 0.1%
Value ($000) $1,583 Shares 50,810 Est. Cost $25.26 Unrealized
DIS DISNEY WALT 0.1%
Value ($000) $1,413 Shares 13,449 Est. Cost $59.25 Unrealized +72.5%
CL COLGATE PALMOLIVE 0.1%
Value ($000) $1,245 Shares 18,687 Est. Cost $44.58 Unrealized +17.8%
WFC WELLS FARGO & COMPANY 0.1%
Value ($000) $1,194 Shares 21,965 Est. Cost $28.97 Unrealized +41.0%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $1,115 Shares 18,000 Est. Cost $53.96 Unrealized 0.0%
HUBB HUBBELL INCORPORATED 0.1%
Value ($000) $1,036 Shares 10,254 Est. Cost $76.44 Unrealized 0.0%
VFC V F CORP 0.1%
Value ($000) $1,019 Shares 16,368 Est. Cost $51.76 Unrealized +20.6%
UNP UNION PAC CORP COM 0.0%
Value ($000) $879 Shares 11,243 Est. Cost $69.26 Unrealized -1.4%
AMZN AMAZON COM INC 0.0%
Value ($000) $844 Shares 1,249 Est. Cost $17.86 Unrealized +76.5%
CVS CVS 0.0%
Value ($000) $820 Shares 8,391 Est. Cost $51.00 Unrealized +42.4%
MAXIM INTERGRATED PRODS 0.0%
Value ($000) $790 Shares 20,802 Est. Cost $27.81 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $770 Shares 9,097 Est. Cost $58.34 Unrealized +18.5%
ZTS ZOETIS INC 0.0%
Value ($000) $747 Shares 15,591 Est. Cost $42.29 Unrealized -1.3%
IBM INTL BUSINESS MACHINES 0.0%
Value ($000) $746 Shares 5,422 Est. Cost $115.98 Unrealized -24.5%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $702 Shares 10,065 Est. Cost $53.95 Unrealized +4.0%
PFE PFIZER 0.0%
Value ($000) $698 Shares 21,610 Est. Cost $18.52 Unrealized +10.0%
UNITED TECHNOLOGIES 0.0%
Value ($000) $693 Shares 7,216 Est. Cost $96.08 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $691 Shares 9,929 Est. Cost $59.89 Unrealized +5.0%
LLY ELI LILLY & CO. 0.0%
Value ($000) $681 Shares 8,080 Est. Cost $58.87 Unrealized +18.4%
REYNOLDS AMERICAN 0.0%
Value ($000) $610 Shares 13,212 Est. Cost $59.45 Unrealized
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $599 Shares 7,035 Est. Cost $76.19 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $568 Shares 8,264 Est. Cost $32.34 Unrealized +44.4%
EL LAUDER ESTEE COS CL A 0.0%
Value ($000) $555 Shares 6,300 Est. Cost $61.89 Unrealized +20.9%
GOOG ALPHABET INC-CL C 0.0%
Value ($000) $498 Shares 656 Est. Cost $35.61 Unrealized 0.0%
PG PROCTER & GAMBLE 0.0%
Value ($000) $494 Shares 6,219 Est. Cost $55.98 Unrealized +3.5%
BUD ANHEUSER BUSCH COS 0.0%
Value ($000) $487 Shares 3,900 Est. Cost $98.67 Unrealized
GENERAL GROWTH PROPERTIES 0.0%
Value ($000) $485 Shares 17,815 Est. Cost $19.88 Unrealized
CSCO CISCO SYS 0.0%
Value ($000) $479 Shares 17,622 Est. Cost $15.24 Unrealized +32.3%
MA MASTERCARD 0.0%
Value ($000) $458 Shares 4,700 Est. Cost $72.35 Unrealized +27.4%
ABBV ABBVIE INC 0.0%
Value ($000) $450 Shares 7,596 Est. Cost $30.76 Unrealized +23.4%
CSX CSX 0.0%
Value ($000) $433 Shares 16,700 Est. Cost $7.79 Unrealized 0.0%
E M C 0.0%
Value ($000) $424 Shares 16,500 Est. Cost $25.70 Unrealized
VLO VALERO ENERGY 0.0%
Value ($000) $424 Shares 6,000 Est. Cost $38.94 Unrealized +16.8%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $417 Shares 2,144 Est. Cost $88.80 Unrealized +30.5%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $417 Shares 6,875 Est. Cost $35.77 Unrealized +55.2%
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $415 Shares 3,250 Est. Cost $64.00 Unrealized +28.3%
CVX CHEVRONTEXACO 0.0%
Value ($000) $414 Shares 4,605 Est. Cost $69.28 Unrealized -15.7%
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value ($000) $404 Shares 5,790 Est. Cost $17.63 Unrealized +32.6%
YUM YUM! BRANDS INC 0.0%
Value ($000) $404 Shares 5,534 Est. Cost $38.97 Unrealized +11.1%
ADBE ADOBE SYS INC 0.0%
Value ($000) $397 Shares 4,230 Est. Cost $52.24 Unrealized +72.0%
HON HONEYWELL INTERNATIONAL 0.0%
Value ($000) $391 Shares 3,779 Est. Cost $74.28 Unrealized 0.0%
EMR EMERSON ELECTRIC 0.0%
Value ($000) $385 Shares 8,049 Est. Cost $40.98 Unrealized -10.9%
GOOGL ALPHABET INC/CA-CL A 0.0%
Value ($000) $380 Shares 489 Est. Cost $36.73 Unrealized 0.0%
FLO FLOWERS FOODS 0.0%
Value ($000) $376 Shares 17,496 Est. Cost $14.15 Unrealized +15.9%
CMCSA COMCAST A 0.0%
Value ($000) $372 Shares 6,592 Est. Cost $21.23 Unrealized +11.9%
TGT TARGET 0.0%
Value ($000) $370 Shares 5,100 Est. Cost $55.25 Unrealized 0.0%
BDX BECTON DICKINSON 0.0%
Value ($000) $369 Shares 2,394 Est. Cost $95.04 Unrealized +29.9%
CELGENE 0.0%
Value ($000) $369 Shares 3,083 Est. Cost $139.28 Unrealized
LEUCADIA NATIONAL 0.0%
Value ($000) $357 Shares 20,504 Est. Cost $27.56 Unrealized
T AT&T 0.0%
Value ($000) $355 Shares 10,318 Est. Cost $12.30 Unrealized +1.1%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $346 Shares 7,694 Est. Cost $31.34 Unrealized +16.6%
RVTY PERKINELMER 0.0%
Value ($000) $344 Shares 6,424 Est. Cost $42.50 Unrealized +16.2%
JPM J.P. MORGAN CHASE 0.0%
Value ($000) $339 Shares 5,137 Est. Cost $36.24 Unrealized +37.1%
DOW CHEMICAL 0.0%
Value ($000) $332 Shares 6,449 Est. Cost $51.48 Unrealized
UNILEVER NV 0.0%
Value ($000) $329 Shares 7,596 Est. Cost $39.34 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $328 Shares 600 Est. Cost $56.16 Unrealized 0.0%
IJH ISHARES CORE S&P MIDCAP ETF 0.0%
Value ($000) $322 Shares 2,307 Est. Cost $136.54 Unrealized
BLACKROCK INC 0.0%
Value ($000) $315 Shares 925 Est. Cost $279.58 Unrealized
L LOEWS CORP 0.0%
Value ($000) $306 Shares 7,966 Est. Cost $41.79 Unrealized -15.1%
PM PHILIP MORRIS INTL 0.0%
Value ($000) $287 Shares 3,266 Est. Cost $49.52 Unrealized +5.6%
PLANTRONICS NEW 0.0%
Value ($000) $285 Shares 6,000 Est. Cost $44.00 Unrealized
TIFFANY & CO 0.0%
Value ($000) $277 Shares 3,634 Est. Cost $74.94 Unrealized
D DOMINION RES 0.0%
Value ($000) $276 Shares 4,086 Est. Cost $44.59 Unrealized 0.0%
GIS GENERAL MILLS 0.0%
Value ($000) $271 Shares 4,695 Est. Cost $39.98 Unrealized +1.2%
DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $260 Shares 3,907 Est. Cost $66.55 Unrealized
HXL HEXCEL CORPORATION 0.0%
Value ($000) $256 Shares 5,510 Est. Cost $50.19 Unrealized -7.9%
BIIB BIOGEN IDEC 0.0%
Value ($000) $253 Shares 825 Est. Cost $233.87 Unrealized +22.9%
MO ALTRIA GROUP 0.0%
Value ($000) $251 Shares 4,313 Est. Cost $29.47 Unrealized 0.0%
MCD MCDONALDS 0.0%
Value ($000) $251 Shares 2,125 Est. Cost $87.24 Unrealized 0.0%
F FORD MTR 0.0%
Value ($000) $231 Shares 16,400 Est. Cost $8.67 Unrealized -3.8%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $229 Shares 4,949 Est. Cost $26.92 Unrealized 0.0%
GLW CORNING 0.0%
Value ($000) $228 Shares 12,500 Est. Cost $15.82 Unrealized -12.4%
VOO VANGUARD INDEX FUNDS 0.0%
Value ($000) $227 Shares 1,216 Est. Cost $187.06 Unrealized
NKE NIKE CLASS B 0.0%
Value ($000) $225 Shares 3,600 Est. Cost $53.13 Unrealized +6.7%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $220 Shares 3,000 Est. Cost $73.33 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $214 Shares 5,450 Est. Cost $39.27 Unrealized
CBS CLASS B 0.0%
Value ($000) $213 Shares 4,510 Est. Cost $47.23 Unrealized
GWW GRAINGER 0.0%
Value ($000) $213 Shares 1,050 Est. Cost $174.89 Unrealized 0.0%
BA BOEING 0.0%
Value ($000) $208 Shares 1,438 Est. Cost $128.88 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS PARTNER LP 0.0%
Value ($000) $205 Shares 8,000 Est. Cost $48.83 Unrealized
BEN FRANKLIN RESOURCES 0.0%
Value ($000) $203 Shares 5,515 Est. Cost $29.30 Unrealized -18.0%
GPRO GOPRO, INC. 0.0%
Value ($000) $180 Shares 10,000 Est. Cost $49.28 Unrealized -52.9%
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $138 Shares 14,000 Est. Cost $9.41 Unrealized +10.4%