CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value ($000): $1,120,083 (100.0% shares, 0.0% debt)

Holdings (61)

SHY ISHARES TR 1-3 YR TR BD ETF 12.6%
Value ($000) $141,222 Shares 1,660,650 Est. Cost $84.91 Unrealized
EXPRESS SCRIPTS HOLDING CO 9.8%
Value ($000) $109,478 Shares 1,552,216 Est. Cost $75.80 Unrealized
MTD METTLER TOLEDO INTERNATIONAL C 9.0%
Value ($000) $100,433 Shares 239,222 Est. Cost $213.07 Unrealized +86.3%
CME GROUP INC COM 8.2%
Value ($000) $92,230 Shares 882,417 Est. Cost $97.40 Unrealized
IDEXX LABS INC COM 8.2%
Value ($000) $91,981 Shares 815,938 Est. Cost $92.86 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 7.9%
Value ($000) $88,756 Shares 1,006,299 Est. Cost $45.19 Unrealized +64.0%
WAB WABTEC CORP COM 6.1%
Value ($000) $67,962 Shares 832,363 Est. Cost $49.51 Unrealized +40.3%
VISA INC COM CL A 5.8%
Value ($000) $65,403 Shares 790,844 Est. Cost $74.64 Unrealized
RHHBY ROCHE HLDG LTD SPONSORED ADR 4.9%
Value ($000) $55,285 Shares 1,785,122 Est. Cost $33.66 Unrealized
RED HAT INC COM 4.0%
Value ($000) $44,700 Shares 553,008 Est. Cost $73.16 Unrealized
NSRGY NESTLE S A SPONSORED ADR 3.8%
Value ($000) $42,820 Shares 541,884 Est. Cost $73.18 Unrealized
VARIAN MED SYS INC 3.0%
Value ($000) $33,371 Shares 335,288 Est. Cost $82.23 Unrealized
INTC INTEL CORP COM 2.5%
Value ($000) $28,550 Shares 756,298 Est. Cost $17.18 Unrealized +66.6%
SGSOY SGS SA ADR 2.5%
Value ($000) $27,461 Shares 1,230,330 Est. Cost $20.42 Unrealized
ECL ECOLAB INC COM 2.0%
Value ($000) $22,330 Shares 183,455 Est. Cost $98.21 Unrealized +11.0%
AIR LEASE CORP CLASS A 2.0%
Value ($000) $21,930 Shares 767,334 Est. Cost $26.78 Unrealized
CORE LABORATORIES N V COM 1.2%
Value ($000) $13,938 Shares 124,078 Est. Cost $122.24 Unrealized
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $11,657 Shares 133,564 Est. Cost $53.75 Unrealized +8.9%
KO COCA COLA CO COM 0.7%
Value ($000) $7,395 Shares 174,729 Est. Cost $27.94 Unrealized +16.5%
GILD GILEAD SCIENCES 0.6%
Value ($000) $6,627 Shares 83,756 Est. Cost $38.18 Unrealized +51.3%
MRK MERCK & CO INC NEW COM 0.6%
Value ($000) $6,262 Shares 100,336 Est. Cost $30.62 Unrealized +42.8%
MMM 3M CO COM 0.4%
Value ($000) $4,782 Shares 27,137 Est. Cost $64.81 Unrealized +68.5%
CHRW C H ROBINSON WORLDWIDE INC 0.4%
Value ($000) $4,573 Shares 64,900 Est. Cost $42.72 Unrealized +31.5%
DHR DANAHER CORP DEL COM 0.3%
Value ($000) $3,682 Shares 46,975 Est. Cost $26.62 Unrealized +152.7%
AAPL APPLE INC COM 0.3%
Value ($000) $3,298 Shares 29,176 Est. Cost $18.56 Unrealized +30.6%
SM SM ENERGY CO COM 0.3%
Value ($000) $3,206 Shares 83,100 Est. Cost $38.61 Unrealized -25.8%
XILINX INC COM 0.2%
Value ($000) $2,608 Shares 48,000 Est. Cost $46.85 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $1,770 Shares 14,982 Est. Cost $59.76 Unrealized +56.6%
PEP PEPSICO INC COM 0.1%
Value ($000) $1,497 Shares 13,762 Est. Cost $66.50 Unrealized +21.9%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $1,375 Shares 37,530 Est. Cost $42.53 Unrealized -26.4%
HUBB HUBBELL INC COM 0.1%
Value ($000) $1,105 Shares 10,254 Est. Cost $76.44 Unrealized +14.1%
FTV FORTIVE CORP 0.1%
Value ($000) $852 Shares 16,731 Est. Cost $30.87 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $809 Shares 5,603 Est. Cost $120.47 Unrealized +21.4%
MAXIM INTEGRATED PRODS INC COM 0.1%
Value ($000) $783 Shares 19,602 Est. Cost $27.81 Unrealized
VFC V F CORP COM 0.1%
Value ($000) $678 Shares 12,104 Est. Cost $51.76 Unrealized +11.6%
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $669 Shares 11,616 Est. Cost $38.33 Unrealized +31.2%
GENERAL ELECTRIC 0.1%
Value ($000) $579 Shares 19,550 Est. Cost $28.19 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $559 Shares 17,622 Est. Cost $15.24 Unrealized +51.4%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $468 Shares 6,075 Est. Cost $35.77 Unrealized +85.5%
ADBE ADOBE SYS INC COM 0.0%
Value ($000) $459 Shares 4,230 Est. Cost $52.24 Unrealized +92.1%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $451 Shares 4,862 Est. Cost $72.98 Unrealized +21.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.0%
Value ($000) $432 Shares 2 Est. Cost $165023.42 Unrealized +32.9%
LEUCADIA NATL CORP COM 0.0%
Value ($000) $390 Shares 20,504 Est. Cost $27.56 Unrealized
MA MASTERCARD INC CL A 0.0%
Value ($000) $387 Shares 3,800 Est. Cost $72.35 Unrealized +25.6%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $387 Shares 481 Est. Cost $36.73 Unrealized +5.7%
AMGN AMGEN INC COM 0.0%
Value ($000) $361 Shares 2,166 Est. Cost $90.43 Unrealized +41.2%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $347 Shares 3,897 Est. Cost $70.89 Unrealized 0.0%
SGS SA 0.0%
Value ($000) $337 Shares 150 Est. Cost $2285.01 Unrealized
RVTY PERKINELMER INC COM 0.0%
Value ($000) $331 Shares 5,899 Est. Cost $42.50 Unrealized +25.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $315 Shares 405 Est. Cost $35.75 Unrealized +5.4%
PLANTRONICS INC NEW COM 0.0%
Value ($000) $312 Shares 6,000 Est. Cost $44.00 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $310 Shares 4,146 Est. Cost $27.13 Unrealized +26.4%
PG PROCTER & GAMBLE CO COM 0.0%
Value ($000) $305 Shares 3,400 Est. Cost $67.52 Unrealized 0.0%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $265 Shares 17,496 Est. Cost $14.15 Unrealized -19.1%
PFE PFIZER INC COM 0.0%
Value ($000) $250 Shares 7,390 Est. Cost $22.26 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC C 0.0%
Value ($000) $241 Shares 2,988 Est. Cost $80.66 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $238 Shares 1,200 Est. Cost $187.06 Unrealized
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $234 Shares 4,400 Est. Cost $48.08 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $226 Shares 1,422 Est. Cost $115.98 Unrealized -12.3%
TIME WARNER INC COM NEW 0.0%
Value ($000) $217 Shares 2,721 Est. Cost $79.75 Unrealized
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $204 Shares 2,830 Est. Cost $20.60 Unrealized 0.0%