CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 13, 2018

Total Value ($000): $1,216,387 (100.0% shares, 0.0% debt)

Holdings (63)

MTD METTLER TOLEDO INTERNATIONAL C 11.5%
Value ($000) $139,606 Shares 225,346 Est. Cost $213.07 Unrealized +200.3%
CME GROUP INC COM 10.8%
Value ($000) $131,117 Shares 897,751 Est. Cost $97.97 Unrealized
IDEXX LABS INC COM 9.5%
Value ($000) $116,148 Shares 742,729 Est. Cost $93.69 Unrealized
VISA INC COM CL A 7.6%
Value ($000) $92,811 Shares 813,986 Est. Cost $75.15 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 7.4%
Value ($000) $89,807 Shares 766,338 Est. Cost $46.89 Unrealized +105.1%
RED HAT INC COM 6.1%
Value ($000) $73,792 Shares 614,420 Est. Cost $74.18 Unrealized
WAB WABTEC CORP COM 5.6%
Value ($000) $67,747 Shares 831,967 Est. Cost $51.22 Unrealized +42.2%
GOOG ALPHABET INC CL C 5.2%
Value ($000) $63,707 Shares 60,882 Est. Cost $42.52 Unrealized +18.8%
JNJ JOHNSON & JOHNSON COM 5.1%
Value ($000) $61,762 Shares 442,043 Est. Cost $92.34 Unrealized +20.2%
ECL ECOLAB INC COM 4.5%
Value ($000) $54,232 Shares 404,177 Est. Cost $107.43 Unrealized +13.4%
RHHBY ROCHE HLDG LTD SPONSORED ADR 3.5%
Value ($000) $43,012 Shares 1,361,986 Est. Cost $33.10 Unrealized
COST COSTCO WHSL CORP NEW COM 3.5%
Value ($000) $42,115 Shares 226,278 Est. Cost $154.45 Unrealized 0.0%
VARIAN MED SYS INC 2.9%
Value ($000) $35,877 Shares 322,779 Est. Cost $82.23 Unrealized
INTC INTEL CORP COM 2.8%
Value ($000) $34,054 Shares 737,743 Est. Cost $17.18 Unrealized +112.8%
AIR LEASE CORP CLASS A 2.5%
Value ($000) $30,227 Shares 628,550 Est. Cost $27.76 Unrealized
SGSOY SGS SA ADR 2.3%
Value ($000) $28,387 Shares 1,090,559 Est. Cost $20.42 Unrealized
EXPRESS SCRIPTS HOLDING CO 2.0%
Value ($000) $24,082 Shares 322,640 Est. Cost $75.80 Unrealized
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $11,204 Shares 133,959 Est. Cost $53.89 Unrealized +6.0%
CORE LABORATORIES N V COM 0.8%
Value ($000) $9,531 Shares 86,999 Est. Cost $122.20 Unrealized
KO COCA COLA CO COM 0.7%
Value ($000) $8,079 Shares 176,079 Est. Cost $27.94 Unrealized +27.5%
MMM 3M CO COM 0.5%
Value ($000) $6,260 Shares 26,596 Est. Cost $64.81 Unrealized +123.7%
CHRW C H ROBINSON WORLDWIDE INC 0.5%
Value ($000) $5,782 Shares 64,900 Est. Cost $42.72 Unrealized +57.6%
MRK MERCK & CO INC NEW COM 0.5%
Value ($000) $5,708 Shares 101,438 Est. Cost $30.92 Unrealized +39.1%
GILD GILEAD SCIENCES 0.4%
Value ($000) $5,006 Shares 69,880 Est. Cost $38.18 Unrealized +46.4%
AAPL APPLE INC COM 0.4%
Value ($000) $4,926 Shares 29,106 Est. Cost $18.56 Unrealized +110.6%
DHR DANAHER CORP DEL COM 0.4%
Value ($000) $4,386 Shares 47,258 Est. Cost $26.62 Unrealized +193.8%
XILINX INC COM 0.3%
Value ($000) $3,236 Shares 48,000 Est. Cost $46.85 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.2%
Value ($000) $2,076 Shares 41,280 Est. Cost $42.88 Unrealized +27.9%
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $1,832 Shares 9,243 Est. Cost $143.62 Unrealized +32.2%
PEP PEPSICO INC COM 0.1%
Value ($000) $1,649 Shares 13,752 Est. Cost $66.50 Unrealized +33.8%
SM SM ENERGY CO COM 0.1%
Value ($000) $1,618 Shares 73,300 Est. Cost $38.61 Unrealized -53.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.1%
Value ($000) $1,190 Shares 4 Est. Cost $207943.95 Unrealized +37.0%
MA MASTERCARD INC CL A 0.1%
Value ($000) $1,132 Shares 7,480 Est. Cost $88.05 Unrealized +61.5%
FTV FORTIVE CORP 0.1%
Value ($000) $1,107 Shares 15,301 Est. Cost $30.87 Unrealized +43.5%
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $1,064 Shares 12,441 Est. Cost $41.39 Unrealized +81.8%
HUBB HUBBELL INC COM 0.1%
Value ($000) $1,036 Shares 7,654 Est. Cost $76.44 Unrealized +38.1%
MAXIM INTEGRATED PRODS INC COM 0.1%
Value ($000) $1,025 Shares 19,602 Est. Cost $27.81 Unrealized
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $749 Shares 4,273 Est. Cost $53.09 Unrealized +224.0%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $748 Shares 19,532 Est. Cost $16.40 Unrealized +70.6%
SIRIUS XM HOLDINGS 0.1%
Value ($000) $697 Shares 130,000 Est. Cost $5.22 Unrealized
VFC V F CORP COM 0.1%
Value ($000) $645 Shares 8,721 Est. Cost $51.76 Unrealized +27.6%
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $634 Shares 602 Est. Cost $37.71 Unrealized +35.9%
SPY SPDR S&P 500 ETF TR TR UNIT 0.1%
Value ($000) $614 Shares 2,300 Est. Cost $266.96 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $572 Shares 6,075 Est. Cost $35.77 Unrealized +126.9%
REATA PHARMACEUTICALS INC CL A 0.0%
Value ($000) $453 Shares 16,000 Est. Cost $22.63 Unrealized
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $358 Shares 3,630 Est. Cost $19.78 Unrealized +35.6%
PG PROCTER & GAMBLE CO COM 0.0%
Value ($000) $358 Shares 3,895 Est. Cost $68.19 Unrealized +6.5%
RVTY PERKINELMER INC COM 0.0%
Value ($000) $351 Shares 4,800 Est. Cost $42.50 Unrealized +65.3%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $338 Shares 17,496 Est. Cost $14.15 Unrealized -1.7%
WALGREENS BOOTS ALLIANCE INC C 0.0%
Value ($000) $336 Shares 4,633 Est. Cost $81.57 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $324 Shares 1,866 Est. Cost $93.03 Unrealized +48.6%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $316 Shares 4,133 Est. Cost $30.66 Unrealized +5.7%
PLANTRONICS INC NEW COM 0.0%
Value ($000) $302 Shares 6,000 Est. Cost $44.00 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $294 Shares 1,200 Est. Cost $187.06 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $248 Shares 2,321 Est. Cost $81.33 Unrealized 0.0%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $228 Shares 4,400 Est. Cost $48.08 Unrealized +12.3%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $228 Shares 2,120 Est. Cost $97.30 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $222 Shares 1,291 Est. Cost $138.65 Unrealized 0.0%
AMZN AMAZON COM INC 0.0%
Value ($000) $222 Shares 190 Est. Cost $55.02 Unrealized 0.0%
NSRGY NESTLE S A SPONSORED ADR 0.0%
Value ($000) $215 Shares 2,500 Est. Cost $73.18 Unrealized
SHY ISHARES TR 1-3 YR TR BD ETF 0.0%
Value ($000) $211 Shares 2,520 Est. Cost $84.91 Unrealized
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $204 Shares 1,327 Est. Cost $102.11 Unrealized 0.0%
GENERAL ELECTRIC 0.0%
Value ($000) $190 Shares 10,900 Est. Cost $28.94 Unrealized