CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 14, 2019

Total Value ($000): $1,428,839 (100.0% shares, 0.0% debt)

Holdings (61)

CME GROUP INC COM 13.3%
Value ($000) $190,293 Shares 900,411 Est. Cost $99.89 Unrealized
IDEXX LABS INC COM 13.2%
Value ($000) $188,789 Shares 694,257 Est. Cost $93.69 Unrealized
MTD METTLER TOLEDO INTERNATIONAL C 11.0%
Value ($000) $157,779 Shares 223,990 Est. Cost $224.72 Unrealized +226.7%
VISA INC COM CL A 10.0%
Value ($000) $143,289 Shares 833,026 Est. Cost $76.72 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 9.2%
Value ($000) $131,472 Shares 814,470 Est. Cost $51.73 Unrealized +178.3%
COST COSTCO WHSL CORP NEW COM 7.5%
Value ($000) $106,722 Shares 370,420 Est. Cost $164.11 Unrealized +56.2%
GOOG ALPHABET INC CL C 5.6%
Value ($000) $79,947 Shares 65,584 Est. Cost $44.22 Unrealized +32.8%
ECL ECOLAB INC COM 5.2%
Value ($000) $74,664 Shares 377,014 Est. Cost $119.17 Unrealized +57.1%
WAB WABTEC CORP COM 5.2%
Value ($000) $73,686 Shares 1,025,416 Est. Cost $55.93 Unrealized +22.4%
JNJ JOHNSON & JOHNSON COM 4.3%
Value ($000) $62,095 Shares 479,939 Est. Cost $93.88 Unrealized +17.2%
VARIAN MED SYS INC 4.1%
Value ($000) $58,363 Shares 490,075 Est. Cost $98.22 Unrealized
INTC INTEL CORP COM 2.5%
Value ($000) $35,823 Shares 695,190 Est. Cost $17.18 Unrealized +150.5%
AIR LEASE CORP CLASS A 1.9%
Value ($000) $26,884 Shares 642,857 Est. Cost $30.65 Unrealized
XOM EXXON MOBIL CORP COM 0.7%
Value ($000) $9,621 Shares 136,254 Est. Cost $53.97 Unrealized -0.4%
KO COCA COLA CO COM 0.7%
Value ($000) $9,439 Shares 173,391 Est. Cost $28.13 Unrealized +56.3%
CI CIGNA CORP NEW COM 0.6%
Value ($000) $8,964 Shares 59,055 Est. Cost $190.77 Unrealized -22.0%
MRK MERCK & CO INC NEW COM 0.6%
Value ($000) $8,219 Shares 97,633 Est. Cost $30.92 Unrealized +111.7%
AAPL APPLE INC COM 0.5%
Value ($000) $7,405 Shares 33,062 Est. Cost $23.06 Unrealized +117.8%
DHR DANAHER CORP DEL COM 0.5%
Value ($000) $6,872 Shares 47,579 Est. Cost $26.62 Unrealized +357.2%
CHRW C H ROBINSON WORLDWIDE INC 0.4%
Value ($000) $5,502 Shares 64,900 Est. Cost $42.72 Unrealized +68.7%
XILINX INC COM 0.3%
Value ($000) $4,603 Shares 48,000 Est. Cost $46.85 Unrealized
GILD GILEAD SCIENCES 0.3%
Value ($000) $4,429 Shares 69,880 Est. Cost $38.18 Unrealized +33.5%
MMM 3M CO COM 0.3%
Value ($000) $4,318 Shares 26,268 Est. Cost $64.81 Unrealized +70.7%
REATA PHARMACEUTICALS INC CL A 0.2%
Value ($000) $3,043 Shares 37,900 Est. Cost $41.94 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.2%
Value ($000) $2,359 Shares 39,380 Est. Cost $43.59 Unrealized +49.5%
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $2,107 Shares 15,157 Est. Cost $55.10 Unrealized +135.8%
PEP PEPSICO INC COM 0.1%
Value ($000) $1,863 Shares 13,586 Est. Cost $66.68 Unrealized +64.0%
MA MASTERCARD INC CL A 0.1%
Value ($000) $1,609 Shares 5,923 Est. Cost $88.05 Unrealized +202.2%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $1,563 Shares 7,512 Est. Cost $146.97 Unrealized +40.2%
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $1,532 Shares 5,544 Est. Cost $104.70 Unrealized +178.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.1%
Value ($000) $1,247 Shares 4 Est. Cost $207943.95 Unrealized +48.8%
MAXIM INTEGRATED PRODS INC COM 0.1%
Value ($000) $1,141 Shares 19,702 Est. Cost $27.81 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $1,060 Shares 15,462 Est. Cost $31.03 Unrealized +44.6%
HUBB HUBBELL INC COM 0.1%
Value ($000) $1,006 Shares 7,654 Est. Cost $76.44 Unrealized +49.7%
SIRIUS XM HOLDINGS 0.1%
Value ($000) $938 Shares 150,000 Est. Cost $5.29 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $879 Shares 17,797 Est. Cost $16.40 Unrealized +161.0%
FIS FIDELITY NATL INFORMATION SVCS 0.1%
Value ($000) $807 Shares 6,075 Est. Cost $35.77 Unrealized +227.5%
VFC V F CORP COM 0.1%
Value ($000) $776 Shares 8,721 Est. Cost $52.25 Unrealized +63.5%
GOOGL ALPHABET INC CL A 0.0%
Value ($000) $636 Shares 521 Est. Cost $42.65 Unrealized +37.8%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $607 Shares 2,045 Est. Cost $266.96 Unrealized
PG PROCTER & GAMBLE CO COM 0.0%
Value ($000) $582 Shares 4,683 Est. Cost $100.99 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $530 Shares 4,501 Est. Cost $87.88 Unrealized +8.2%
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $458 Shares 3,148 Est. Cost $102.35 Unrealized +0.1%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $424 Shares 3,570 Est. Cost $19.98 Unrealized +72.5%
RVTY PERKINELMER INC COM 0.0%
Value ($000) $409 Shares 4,800 Est. Cost $44.52 Unrealized +93.6%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $405 Shares 17,496 Est. Cost $14.17 Unrealized +25.8%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $327 Shares 1,200 Est. Cost $187.06 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $314 Shares 1,625 Est. Cost $93.03 Unrealized +69.8%
BA BOEING CO COM 0.0%
Value ($000) $304 Shares 800 Est. Cost $352.37 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC C 0.0%
Value ($000) $301 Shares 1,035 Est. Cost $208.02 Unrealized +35.4%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $286 Shares 1,590 Est. Cost $147.16 Unrealized +9.7%
KMB KIMBERLY CLARK 0.0%
Value ($000) $270 Shares 1,900 Est. Cost $109.72 Unrealized 0.0%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $254 Shares 1,946 Est. Cost $107.88 Unrealized +24.4%
DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $242 Shares 3,390 Est. Cost $74.93 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $241 Shares 1,426 Est. Cost $139.31 Unrealized 0.0%
SCI SERVICE CORP INTERNATIONAL 0.0%
Value ($000) $239 Shares 5,000 Est. Cost $46.94 Unrealized 0.0%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $236 Shares 4,400 Est. Cost $51.08 Unrealized 0.0%
PLANTRONICS INC NEW COM 0.0%
Value ($000) $224 Shares 6,000 Est. Cost $46.17 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $223 Shares 23,000 Est. Cost $38.61 Unrealized -76.1%
HD HOME DEPOT INC COM 0.0%
Value ($000) $204 Shares 879 Est. Cost $187.08 Unrealized 0.0%
PENNYMAC CORP GTD EXCHANGEABLE FXD RT 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.00 Unrealized