CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 14, 2020

Total Value ($000): $1,376,550 (100.0% shares, 0.0% debt)

Holdings (58)

IDEXX LABS INC COM 14.8%
Value ($000) $203,065 Shares 615,049 Est. Cost $93.69 Unrealized
MTD METTLER TOLEDO INTERNATIONAL C 11.5%
Value ($000) $157,754 Shares 195,834 Est. Cost $224.72 Unrealized +231.0%
VISA INC COM CL A 11.2%
Value ($000) $154,610 Shares 800,385 Est. Cost $76.72 Unrealized
CME GROUP INC COM 9.0%
Value ($000) $124,179 Shares 763,988 Est. Cost $99.89 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 8.6%
Value ($000) $118,866 Shares 798,349 Est. Cost $53.25 Unrealized +138.5%
COST COSTCO WHSL CORP NEW COM 8.2%
Value ($000) $112,613 Shares 371,402 Est. Cost $165.67 Unrealized +68.5%
GOOG ALPHABET INC CL C 7.5%
Value ($000) $102,655 Shares 72,619 Est. Cost $46.93 Unrealized +42.7%
MSFT MICROSOFT CORP COM 6.9%
Value ($000) $95,089 Shares 467,245 Est. Cost $145.70 Unrealized +18.8%
JNJ JOHNSON & JOHNSON COM 5.5%
Value ($000) $75,837 Shares 539,268 Est. Cost $99.13 Unrealized +25.3%
ECL ECOLAB INC COM 4.7%
Value ($000) $64,988 Shares 326,655 Est. Cost $121.02 Unrealized +50.5%
VARIAN MED SYS INC 4.1%
Value ($000) $56,088 Shares 457,783 Est. Cost $98.22 Unrealized
INTC INTEL CORP COM 3.0%
Value ($000) $41,299 Shares 690,268 Est. Cost $17.18 Unrealized +209.7%
AAPL APPLE INC COM 0.7%
Value ($000) $8,968 Shares 24,583 Est. Cost $29.68 Unrealized +153.0%
DHR DANAHER CORP DEL COM 0.6%
Value ($000) $8,608 Shares 48,677 Est. Cost $29.42 Unrealized +376.0%
MRK MERCK & CO INC NEW COM 0.5%
Value ($000) $7,429 Shares 96,067 Est. Cost $30.92 Unrealized +103.3%
GILD GILEAD SCIENCES 0.4%
Value ($000) $5,377 Shares 69,880 Est. Cost $38.18 Unrealized +61.0%
XILINX INC COM 0.3%
Value ($000) $4,723 Shares 48,000 Est. Cost $46.85 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $3,141 Shares 70,235 Est. Cost $53.97 Unrealized -35.5%
REATA PHARMACEUTICALS INC CL A 0.2%
Value ($000) $2,652 Shares 17,000 Est. Cost $41.94 Unrealized
ADBE ADOBE SYS INC COM 0.2%
Value ($000) $2,442 Shares 5,610 Est. Cost $109.23 Unrealized +239.2%
IONS IONIS PHARMACEUTICALS INC 0.2%
Value ($000) $2,322 Shares 39,380 Est. Cost $43.59 Unrealized +27.6%
MA MASTERCARD INC CL A 0.1%
Value ($000) $1,824 Shares 6,168 Est. Cost $95.98 Unrealized +184.8%
PEP PEPSICO INC COM 0.1%
Value ($000) $1,803 Shares 13,636 Est. Cost $67.52 Unrealized +64.1%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $1,470 Shares 7,835 Est. Cost $190.77 Unrealized -9.0%
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $1,214 Shares 856 Est. Cost $52.60 Unrealized +27.2%
MAXIM INTEGRATED PRODS INC COM 0.1%
Value ($000) $1,188 Shares 19,602 Est. Cost $27.81 Unrealized
SIRIUS XM HOLDINGS 0.1%
Value ($000) $1,174 Shares 200,000 Est. Cost $5.43 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $1,172 Shares 6,567 Est. Cost $149.13 Unrealized +22.5%
FTV FORTIVE CORP 0.1%
Value ($000) $1,033 Shares 15,266 Est. Cost $31.03 Unrealized +22.8%
HUBB HUBBELL INC COM 0.1%
Value ($000) $960 Shares 7,654 Est. Cost $76.44 Unrealized +44.2%
AMZN AMAZON COM INC 0.1%
Value ($000) $877 Shares 318 Est. Cost $96.97 Unrealized +24.6%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $873 Shares 18,727 Est. Cost $17.41 Unrealized +112.5%
FIS FIDELITY NATL INFORMATION SVCS 0.1%
Value ($000) $815 Shares 6,075 Est. Cost $35.77 Unrealized +226.4%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.1%
Value ($000) $802 Shares 3 Est. Cost $207943.95 Unrealized +31.8%
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $799 Shares 6,683 Est. Cost $101.87 Unrealized -0.3%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $634 Shares 2,055 Est. Cost $266.96 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $563 Shares 3,229 Est. Cost $110.15 Unrealized +25.2%
VFC V F CORP COM 0.0%
Value ($000) $531 Shares 8,721 Est. Cost $52.25 Unrealized +11.5%
WAB WABTEC CORP COM 0.0%
Value ($000) $472 Shares 8,200 Est. Cost $55.93 Unrealized -2.0%
RVTY PERKINELMER INC COM 0.0%
Value ($000) $471 Shares 4,800 Est. Cost $44.52 Unrealized +102.8%
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $411 Shares 3,406 Est. Cost $101.61 Unrealized -10.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $407 Shares 1,725 Est. Cost $98.75 Unrealized +94.1%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $391 Shares 17,496 Est. Cost $14.17 Unrealized +25.5%
TMO THERMO FISHER SCIENTIFIC INC C 0.0%
Value ($000) $387 Shares 1,067 Est. Cost $210.73 Unrealized +56.8%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $387 Shares 4,900 Est. Cost $42.72 Unrealized +54.6%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $356 Shares 2,970 Est. Cost $19.98 Unrealized +90.5%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $340 Shares 1,200 Est. Cost $187.06 Unrealized
AKAM AKAMAI TECHNOLOGIES 0.0%
Value ($000) $321 Shares 3,000 Est. Cost $92.71 Unrealized +8.4%
HD HOME DEPOT INC COM 0.0%
Value ($000) $312 Shares 1,245 Est. Cost $188.24 Unrealized +6.1%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $303 Shares 3,217 Est. Cost $90.43 Unrealized -9.6%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $279 Shares 1,590 Est. Cost $147.16 Unrealized +2.6%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $272 Shares 4,400 Est. Cost $51.08 Unrealized +33.8%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $235 Shares 1,626 Est. Cost $139.52 Unrealized -15.5%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $228 Shares 2,046 Est. Cost $107.86 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $206 Shares 1,500 Est. Cost $124.46 Unrealized 0.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $201 Shares 1,190 Est. Cost $141.44 Unrealized 0.0%
SM SM ENERGY CO COM 0.0%
Value ($000) $86 Shares 23,000 Est. Cost $38.61 Unrealized -92.2%
VUZI CORP 0.0%
Value ($000) $48 Shares 20,000 Est. Cost $1.25 Unrealized