CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 15, 2020

Total Value ($000): $1,257,829 (100.0% shares, 0.0% debt)

Holdings (57)

IDEXX LABS INC COM 12.4%
Value ($000) $156,351 Shares 645,438 Est. Cost $93.69 Unrealized
MTD METTLER TOLEDO INTERNATIONAL C 11.4%
Value ($000) $143,183 Shares 207,358 Est. Cost $224.72 Unrealized +232.0%
CME GROUP INC COM 10.9%
Value ($000) $136,557 Shares 789,755 Est. Cost $99.89 Unrealized
VISA INC COM CL A 10.4%
Value ($000) $130,284 Shares 808,617 Est. Cost $76.72 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 8.8%
Value ($000) $111,309 Shares 814,380 Est. Cost $53.25 Unrealized +166.6%
COST COSTCO WHSL CORP NEW COM 8.3%
Value ($000) $104,469 Shares 366,390 Est. Cost $164.11 Unrealized +69.3%
GOOG ALPHABET INC CL C 6.4%
Value ($000) $81,000 Shares 69,659 Est. Cost $46.08 Unrealized +46.2%
MSFT MICROSOFT CORP COM 5.4%
Value ($000) $68,041 Shares 431,430 Est. Cost $143.43 Unrealized +9.0%
JNJ JOHNSON & JOHNSON COM 5.0%
Value ($000) $63,198 Shares 481,950 Est. Cost $96.15 Unrealized +25.0%
ECL ECOLAB INC COM 4.7%
Value ($000) $59,528 Shares 382,004 Est. Cost $121.02 Unrealized +45.7%
VARIAN MED SYS INC 3.8%
Value ($000) $47,522 Shares 462,906 Est. Cost $98.22 Unrealized
WAB WABTEC CORP COM 3.6%
Value ($000) $45,123 Shares 937,529 Est. Cost $55.93 Unrealized +18.5%
INTC INTEL CORP COM 3.0%
Value ($000) $37,357 Shares 690,268 Est. Cost $17.18 Unrealized +204.7%
AIR LEASE CORP CLASS A 1.0%
Value ($000) $12,014 Shares 542,625 Est. Cost $30.65 Unrealized
AAPL APPLE INC COM 0.8%
Value ($000) $9,791 Shares 38,504 Est. Cost $29.68 Unrealized +139.5%
MRK MERCK & CO INC NEW COM 0.6%
Value ($000) $7,391 Shares 96,067 Est. Cost $30.92 Unrealized +110.5%
DHR DANAHER CORP DEL COM 0.5%
Value ($000) $6,766 Shares 48,884 Est. Cost $29.42 Unrealized +346.4%
GILD GILEAD SCIENCES 0.4%
Value ($000) $5,224 Shares 69,880 Est. Cost $38.18 Unrealized +43.9%
XILINX INC COM 0.3%
Value ($000) $3,741 Shares 48,000 Est. Cost $46.85 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $2,686 Shares 70,735 Est. Cost $53.97 Unrealized -22.0%
REATA PHARMACEUTICALS INC CL A 0.2%
Value ($000) $2,454 Shares 17,000 Est. Cost $41.94 Unrealized
CI CIGNA CORP NEW COM 0.2%
Value ($000) $2,082 Shares 11,753 Est. Cost $190.77 Unrealized -7.0%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $1,862 Shares 39,380 Est. Cost $43.59 Unrealized +27.9%
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $1,785 Shares 5,610 Est. Cost $109.23 Unrealized +213.1%
PEP PEPSICO INC COM 0.1%
Value ($000) $1,632 Shares 13,586 Est. Cost $67.52 Unrealized +67.0%
MA MASTERCARD INC CL A 0.1%
Value ($000) $1,490 Shares 6,168 Est. Cost $95.98 Unrealized +199.9%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $1,274 Shares 6,967 Est. Cost $149.13 Unrealized +42.5%
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $1,024 Shares 881 Est. Cost $52.60 Unrealized +27.9%
MAXIM INTEGRATED PRODS INC COM 0.1%
Value ($000) $953 Shares 19,602 Est. Cost $27.81 Unrealized
HUBB HUBBELL INC COM 0.1%
Value ($000) $878 Shares 7,654 Est. Cost $76.44 Unrealized +58.6%
FTV FORTIVE CORP 0.1%
Value ($000) $844 Shares 15,301 Est. Cost $31.03 Unrealized +37.4%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.1%
Value ($000) $816 Shares 3 Est. Cost $207943.95 Unrealized +53.3%
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $742 Shares 6,749 Est. Cost $101.87 Unrealized +1.9%
SIRIUS XM HOLDINGS 0.1%
Value ($000) $741 Shares 150,000 Est. Cost $5.29 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.1%
Value ($000) $739 Shares 6,075 Est. Cost $35.77 Unrealized +244.2%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $726 Shares 18,479 Est. Cost $17.15 Unrealized +113.9%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $530 Shares 2,055 Est. Cost $266.96 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $505 Shares 259 Est. Cost $91.55 Unrealized +5.7%
VFC V F CORP COM 0.0%
Value ($000) $472 Shares 8,721 Est. Cost $52.25 Unrealized +49.2%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $471 Shares 5,235 Est. Cost $90.43 Unrealized +14.6%
RVTY PERKINELMER INC COM 0.0%
Value ($000) $361 Shares 4,800 Est. Cost $44.52 Unrealized +96.7%
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $360 Shares 3,248 Est. Cost $102.11 Unrealized -3.7%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $359 Shares 17,496 Est. Cost $14.17 Unrealized +20.5%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $337 Shares 2,970 Est. Cost $19.98 Unrealized +77.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $329 Shares 1,625 Est. Cost $93.03 Unrealized +95.9%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $324 Shares 4,900 Est. Cost $42.72 Unrealized +46.1%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $309 Shares 3,229 Est. Cost $110.15 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC C 0.0%
Value ($000) $303 Shares 1,067 Est. Cost $210.73 Unrealized +47.4%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $289 Shares 4,400 Est. Cost $51.08 Unrealized +44.7%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $284 Shares 1,200 Est. Cost $187.06 Unrealized
AKAM AKAMAI TECHNOLOGIES 0.0%
Value ($000) $274 Shares 3,000 Est. Cost $92.71 Unrealized 0.0%
HD HOME DEPOT INC COM 0.0%
Value ($000) $232 Shares 1,245 Est. Cost $188.24 Unrealized +1.0%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $232 Shares 1,590 Est. Cost $147.16 Unrealized +11.2%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $213 Shares 1,591 Est. Cost $140.00 Unrealized -2.4%
SM SM ENERGY CO COM 0.0%
Value ($000) $28 Shares 23,000 Est. Cost $38.61 Unrealized -83.3%
VUZI CORP 0.0%
Value ($000) $25 Shares 20,000 Est. Cost $1.25 Unrealized
PENNYMAC CORP GTD EXCHANGEABLE FXD RT 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.00 Unrealized