CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 13, 2016

Total Value ($000): $1,106,082 (100.0% shares, 0.0% debt)

Holdings (61)

SHY ISHARES TR 1-3 YR TR BD ETF 12.4%
Value ($000) $137,181 Shares 1,613,320 Est. Cost $84.87 Unrealized
EXPRESS SCRIPTS HOLDING CO 10.2%
Value ($000) $112,346 Shares 1,635,557 Est. Cost $62.01 Unrealized
MTD METTLER TOLEDO INTERNATIONAL C 9.0%
Value ($000) $99,003 Shares 287,165 Est. Cost $213.07 Unrealized +51.0%
ADP AUTOMATIC DATA PROCESSING INC 8.8%
Value ($000) $97,456 Shares 1,086,341 Est. Cost $45.19 Unrealized +49.8%
CME CME GROUP INC COM 8.0%
Value ($000) $88,548 Shares 921,894 Est. Cost $40.28 Unrealized +56.4%
IDXX IDEXX LABS INC COM 7.0%
Value ($000) $76,950 Shares 982,503 Est. Cost $57.45 Unrealized +25.3%
WAB WABTEC CORP COM 6.6%
Value ($000) $73,378 Shares 925,439 Est. Cost $49.51 Unrealized +32.1%
V VISA INC COM CL A 5.6%
Value ($000) $62,176 Shares 812,967 Est. Cost $58.25 Unrealized +16.4%
RHHBY ROCHE HLDG LTD SPONSORED ADR 4.7%
Value ($000) $52,060 Shares 1,699,927 Est. Cost $34.00 Unrealized
NSRGY NESTLE S A SPONSORED ADR 4.0%
Value ($000) $44,119 Shares 591,324 Est. Cost $73.18 Unrealized
AL AIR LEASE CORP CL A 3.1%
Value ($000) $34,841 Shares 1,084,699 Est. Cost $29.62 Unrealized -17.8%
RED HAT INC COM 3.1%
Value ($000) $33,924 Shares 455,299 Est. Cost $73.28 Unrealized
SGSOY SGS SA ADR 2.6%
Value ($000) $28,655 Shares 1,363,215 Est. Cost $20.42 Unrealized
VARIAN MED SYS INC 2.5%
Value ($000) $28,197 Shares 352,370 Est. Cost $67.64 Unrealized
INTC INTEL CORP COM 2.3%
Value ($000) $25,270 Shares 781,132 Est. Cost $17.18 Unrealized +42.0%
ECL ECOLAB INC COM 2.0%
Value ($000) $22,488 Shares 201,653 Est. Cost $98.21 Unrealized -2.9%
CORE LABORATORIES N V COM 1.4%
Value ($000) $16,037 Shares 142,668 Est. Cost $162.49 Unrealized
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $11,480 Shares 137,339 Est. Cost $53.69 Unrealized -3.2%
KO COCA COLA CO COM 0.7%
Value ($000) $8,144 Shares 175,546 Est. Cost $27.85 Unrealized +14.3%
GILD GILEAD SCIENCES 0.7%
Value ($000) $7,923 Shares 86,256 Est. Cost $38.18 Unrealized +66.2%
MRK MERCK & CO INC NEW COM 0.5%
Value ($000) $5,303 Shares 100,226 Est. Cost $30.02 Unrealized +20.0%
CHRW C H ROBINSON WORLDWIDE INC 0.4%
Value ($000) $4,818 Shares 64,900 Est. Cost $42.72 Unrealized +27.2%
DHR DANAHER CORP DEL COM 0.4%
Value ($000) $4,703 Shares 49,575 Est. Cost $26.62 Unrealized +36.9%
MMM 3M CO COM 0.4%
Value ($000) $4,522 Shares 27,137 Est. Cost $64.81 Unrealized +43.1%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $3,296 Shares 30,462 Est. Cost $59.76 Unrealized +31.8%
AAPL APPLE INC COM 0.3%
Value ($000) $3,186 Shares 29,229 Est. Cost $18.56 Unrealized +21.5%
XILINX INC COM 0.2%
Value ($000) $2,277 Shares 48,000 Est. Cost $46.85 Unrealized
SM SM ENERGY CO COM 0.1%
Value ($000) $1,557 Shares 83,100 Est. Cost $38.61 Unrealized -68.2%
PEP PEPSICO INC COM 0.1%
Value ($000) $1,401 Shares 13,667 Est. Cost $65.48 Unrealized +11.9%
AMGN AMGEN INC COM 0.1%
Value ($000) $1,124 Shares 7,500 Est. Cost $73.87 Unrealized +50.0%
HUBB HUBBELL INC COM 0.1%
Value ($000) $1,086 Shares 10,254 Est. Cost $76.44 Unrealized +1.4%
VFC V F CORP COM 0.1%
Value ($000) $821 Shares 12,670 Est. Cost $51.76 Unrealized +12.2%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $807 Shares 5,687 Est. Cost $110.02 Unrealized +20.5%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $746 Shares 18,430 Est. Cost $53.65 Unrealized -24.3%
MAXIM INTEGRATED PRODS INC COM 0.1%
Value ($000) $721 Shares 19,602 Est. Cost $27.81 Unrealized
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $704 Shares 9,545 Est. Cost $53.95 Unrealized -1.5%
RYDEX ETF TRUST GUG S&P500 EQ 0.1%
Value ($000) $573 Shares 7,300 Est. Cost $78.94 Unrealized
MSFT MICROSOFT CORP COM 0.0%
Value ($000) $538 Shares 9,750 Est. Cost $34.76 Unrealized +32.5%
GENERAL ELECTRIC 0.0%
Value ($000) $512 Shares 16,100 Est. Cost $25.26 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $502 Shares 17,622 Est. Cost $15.24 Unrealized +24.3%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $447 Shares 5,705 Est. Cost $27.13 Unrealized +16.5%
ATR APTARGROUP INC COM 0.0%
Value ($000) $438 Shares 5,585 Est. Cost $47.88 Unrealized +34.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.0%
Value ($000) $427 Shares 2 Est. Cost $165023.42 Unrealized +20.9%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $404 Shares 2,562 Est. Cost $86.56 Unrealized +47.6%
ADBE ADOBE SYS INC COM 0.0%
Value ($000) $397 Shares 4,230 Est. Cost $52.24 Unrealized +65.9%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $385 Shares 6,075 Est. Cost $35.77 Unrealized +41.4%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $365 Shares 478 Est. Cost $36.73 Unrealized -0.5%
MA MASTERCARD INC CL A 0.0%
Value ($000) $359 Shares 3,800 Est. Cost $72.35 Unrealized +15.3%
HD HOME DEPOT INC COM 0.0%
Value ($000) $347 Shares 2,601 Est. Cost $57.19 Unrealized +72.0%
LEUCADIA NATL CORP COM 0.0%
Value ($000) $332 Shares 20,504 Est. Cost $27.56 Unrealized
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $323 Shares 17,496 Est. Cost $14.15 Unrealized -9.1%
RVTY PERKINELMER INC COM 0.0%
Value ($000) $292 Shares 5,899 Est. Cost $42.50 Unrealized +9.1%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $282 Shares 378 Est. Cost $35.61 Unrealized -0.2%
CDK GLOBAL INC COM 0.0%
Value ($000) $262 Shares 5,628 Est. Cost $40.76 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $259 Shares 2,609 Est. Cost $59.25 Unrealized +50.2%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $254 Shares 3,461 Est. Cost $47.68 Unrealized +1.7%
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $246 Shares 1,622 Est. Cost $115.98 Unrealized -27.5%
PLANTRONICS INC NEW COM 0.0%
Value ($000) $235 Shares 6,000 Est. Cost $44.00 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $226 Shares 1,200 Est. Cost $187.06 Unrealized
WEX WEX INC COM 0.0%
Value ($000) $226 Shares 2,710 Est. Cost $74.24 Unrealized -2.6%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $203 Shares 3,200 Est. Cost $39.98 Unrealized +3.1%