CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 10, 2016

Total Value ($000): $1,084,495 (100.0% shares, 0.0% debt)

Holdings (56)

SHY ISHARES TR 1-3 YR TR BD ETF 13.8%
Value ($000) $149,194 Shares 1,748,645 Est. Cost $84.91 Unrealized
EXPRESS SCRIPTS HOLDING CO 10.9%
Value ($000) $118,544 Shares 1,563,899 Est. Cost $75.80 Unrealized
MTD METTLER TOLEDO INTERNATIONAL C 8.9%
Value ($000) $96,961 Shares 265,705 Est. Cost $213.07 Unrealized +71.5%
ADP AUTOMATIC DATA PROCESSING INC 8.6%
Value ($000) $92,885 Shares 1,011,051 Est. Cost $45.19 Unrealized +58.8%
CME GROUP INC COM 8.0%
Value ($000) $86,739 Shares 890,541 Est. Cost $97.40 Unrealized
IDEXX LABS INC COM 7.7%
Value ($000) $83,037 Shares 894,220 Est. Cost $92.86 Unrealized
WAB WABTEC CORP COM 5.5%
Value ($000) $59,373 Shares 845,412 Est. Cost $49.51 Unrealized +48.3%
VISA INC COM CL A 5.1%
Value ($000) $55,434 Shares 747,392 Est. Cost $74.17 Unrealized
RHHBY ROCHE HLDG LTD SPONSORED ADR 4.8%
Value ($000) $52,276 Shares 1,586,510 Est. Cost $34.00 Unrealized
NSRGY NESTLE S A SPONSORED ADR 3.9%
Value ($000) $41,763 Shares 540,204 Est. Cost $73.18 Unrealized
RED HAT INC COM 3.7%
Value ($000) $39,880 Shares 549,313 Est. Cost $73.16 Unrealized
SGSOY SGS SA ADR 2.6%
Value ($000) $28,691 Shares 1,253,980 Est. Cost $20.42 Unrealized
VARIAN MED SYS INC 2.6%
Value ($000) $27,917 Shares 339,503 Est. Cost $82.23 Unrealized
INTC INTEL CORP COM 2.3%
Value ($000) $24,765 Shares 755,032 Est. Cost $17.18 Unrealized +46.2%
ECL ECOLAB INC COM 2.0%
Value ($000) $21,808 Shares 183,875 Est. Cost $98.21 Unrealized +6.8%
AIR LEASE CORP CLASS A 1.9%
Value ($000) $21,122 Shares 788,739 Est. Cost $26.78 Unrealized
CORE LABORATORIES N V COM 1.2%
Value ($000) $13,179 Shares 106,378 Est. Cost $123.89 Unrealized
XOM EXXON MOBIL CORP COM 1.1%
Value ($000) $12,354 Shares 131,789 Est. Cost $53.69 Unrealized +7.8%
KO COCA COLA CO COM 0.7%
Value ($000) $7,772 Shares 171,446 Est. Cost $27.85 Unrealized +19.6%
GILD GILEAD SCIENCES 0.6%
Value ($000) $6,987 Shares 83,756 Est. Cost $38.18 Unrealized +64.4%
MRK MERCK & CO INC NEW COM 0.5%
Value ($000) $5,526 Shares 95,920 Est. Cost $30.02 Unrealized +31.5%
CHRW C H ROBINSON WORLDWIDE INC 0.4%
Value ($000) $4,819 Shares 64,900 Est. Cost $42.72 Unrealized +36.3%
DHR DANAHER CORP DEL COM 0.4%
Value ($000) $4,805 Shares 47,575 Est. Cost $26.62 Unrealized +50.5%
MMM 3M CO COM 0.4%
Value ($000) $4,752 Shares 27,137 Est. Cost $64.81 Unrealized +58.1%
AAPL APPLE INC COM 0.3%
Value ($000) $2,804 Shares 29,329 Est. Cost $18.56 Unrealized +21.8%
SGS SA 0.3%
Value ($000) $2,790 Shares 1,221 Est. Cost $2285.01 Unrealized
SM SM ENERGY CO COM 0.2%
Value ($000) $2,244 Shares 83,100 Est. Cost $38.61 Unrealized -35.1%
XILINX INC COM 0.2%
Value ($000) $2,214 Shares 48,000 Est. Cost $46.85 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $1,827 Shares 15,062 Est. Cost $59.76 Unrealized +45.7%
PEP PEPSICO INC COM 0.1%
Value ($000) $1,363 Shares 12,867 Est. Cost $65.48 Unrealized +17.7%
HUBB HUBBELL INC COM 0.1%
Value ($000) $1,081 Shares 10,254 Est. Cost $76.44 Unrealized +12.3%
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $755 Shares 9,545 Est. Cost $53.95 Unrealized +8.0%
VFC V F CORP COM 0.1%
Value ($000) $744 Shares 12,104 Est. Cost $51.76 Unrealized +14.3%
MAXIM INTEGRATED PRODS INC COM 0.1%
Value ($000) $700 Shares 19,602 Est. Cost $27.81 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $664 Shares 28,530 Est. Cost $46.08 Unrealized -30.0%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $577 Shares 3,987 Est. Cost $110.02 Unrealized +29.9%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $506 Shares 17,622 Est. Cost $15.24 Unrealized +36.9%
MSFT MICROSOFT CORP COM 0.0%
Value ($000) $458 Shares 8,950 Est. Cost $34.76 Unrealized +32.3%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $448 Shares 6,075 Est. Cost $35.77 Unrealized +66.3%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.0%
Value ($000) $434 Shares 2 Est. Cost $165023.42 Unrealized +30.0%
ADBE ADOBE SYS INC COM 0.0%
Value ($000) $405 Shares 4,230 Est. Cost $52.24 Unrealized +83.9%
LEUCADIA NATL CORP COM 0.0%
Value ($000) $355 Shares 20,504 Est. Cost $27.56 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $336 Shares 478 Est. Cost $36.73 Unrealized -0.8%
MA MASTERCARD INC CL A 0.0%
Value ($000) $335 Shares 3,800 Est. Cost $72.35 Unrealized +24.8%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $328 Shares 17,496 Est. Cost $14.15 Unrealized -10.1%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $326 Shares 4,215 Est. Cost $27.13 Unrealized +22.9%
RVTY PERKINELMER INC COM 0.0%
Value ($000) $309 Shares 5,899 Est. Cost $42.50 Unrealized +20.3%
PLANTRONICS INC NEW COM 0.0%
Value ($000) $264 Shares 6,000 Est. Cost $44.00 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $262 Shares 378 Est. Cost $35.61 Unrealized +0.1%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $255 Shares 2,609 Est. Cost $59.25 Unrealized +55.6%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $231 Shares 1,200 Est. Cost $187.06 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $228 Shares 1,500 Est. Cost $73.87 Unrealized +58.0%
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $216 Shares 1,422 Est. Cost $115.98 Unrealized -18.0%
GENERAL ELECTRIC 0.0%
Value ($000) $201 Shares 6,400 Est. Cost $25.26 Unrealized
PUT ON MTD 10/21/2016 @ 360 0.0%
Value ($000) $170 Shares 11,000 Est. Cost Unrealized
PUT ON IDXX 10/21/2016 @ 85 0.0%
Value ($000) $82 Shares 32,500 Est. Cost Unrealized