CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 16, 2020

Total Value ($000): $1,480,683 (100.0% shares, 0.0% debt)

Holdings (61)

IDEXX LABS INC COM 14.5%
Value ($000) $215,127 Shares 547,243 Est. Cost $93.69 Unrealized
MTD METTLER TOLEDO INTERNATIONAL C 12.6%
Value ($000) $186,253 Shares 192,858 Est. Cost $224.72 Unrealized +312.9%
VISA INC COM CL A 10.9%
Value ($000) $160,681 Shares 803,524 Est. Cost $76.72 Unrealized
COST COSTCO WHSL CORP NEW COM 8.9%
Value ($000) $131,444 Shares 370,264 Est. Cost $165.67 Unrealized +86.6%
CME GROUP INC COM 8.6%
Value ($000) $127,413 Shares 761,541 Est. Cost $99.89 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 7.4%
Value ($000) $109,835 Shares 787,403 Est. Cost $53.25 Unrealized +134.7%
GOOG ALPHABET INC CL C 7.2%
Value ($000) $106,608 Shares 72,542 Est. Cost $46.93 Unrealized +61.4%
MSFT MICROSOFT CORP COM 6.8%
Value ($000) $101,247 Shares 481,373 Est. Cost $147.32 Unrealized +36.3%
JNJ JOHNSON & JOHNSON COM 5.5%
Value ($000) $81,323 Shares 546,235 Est. Cost $99.49 Unrealized +27.7%
VARIAN MED SYS INC 5.3%
Value ($000) $77,990 Shares 453,429 Est. Cost $98.22 Unrealized
ECL ECOLAB INC COM 5.0%
Value ($000) $73,976 Shares 370,177 Est. Cost $128.95 Unrealized +46.1%
INTC INTEL CORP COM 2.3%
Value ($000) $34,459 Shares 665,493 Est. Cost $17.18 Unrealized +170.9%
AAPL APPLE INC COM 0.8%
Value ($000) $11,399 Shares 98,428 Est. Cost $86.91 Unrealized +21.9%
DHR DANAHER CORP DEL COM 0.7%
Value ($000) $10,492 Shares 48,727 Est. Cost $29.42 Unrealized +490.5%
MRK MERCK & CO INC NEW COM 0.5%
Value ($000) $7,960 Shares 95,967 Est. Cost $30.92 Unrealized +113.2%
XILINX INC COM 0.3%
Value ($000) $5,004 Shares 48,000 Est. Cost $46.85 Unrealized
GILD GILEAD SCIENCES 0.3%
Value ($000) $4,416 Shares 69,880 Est. Cost $38.18 Unrealized +47.0%
ADBE ADOBE SYS INC COM 0.2%
Value ($000) $2,751 Shares 5,610 Est. Cost $109.23 Unrealized +325.9%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $2,394 Shares 69,735 Est. Cost $53.97 Unrealized -40.1%
MA MASTERCARD INC CL A 0.1%
Value ($000) $2,086 Shares 6,168 Est. Cost $95.98 Unrealized +228.9%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $1,997 Shares 42,080 Est. Cost $44.36 Unrealized +25.2%
PEP PEPSICO INC COM 0.1%
Value ($000) $1,890 Shares 13,636 Est. Cost $67.52 Unrealized +70.6%
REATA PHARMACEUTICALS INC CL A 0.1%
Value ($000) $1,656 Shares 17,000 Est. Cost $41.94 Unrealized
CI CIGNA CORP NEW COM 0.1%
Value ($000) $1,327 Shares 7,835 Est. Cost $190.77 Unrealized -15.6%
MAXIM INTEGRATED PRODS INC COM 0.1%
Value ($000) $1,325 Shares 19,602 Est. Cost $27.81 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $1,319 Shares 6,192 Est. Cost $149.13 Unrealized +37.2%
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $1,218 Shares 831 Est. Cost $52.60 Unrealized +43.8%
FTV FORTIVE CORP 0.1%
Value ($000) $1,163 Shares 15,266 Est. Cost $31.03 Unrealized +43.7%
SIRIUS XM HOLDINGS 0.1%
Value ($000) $1,072 Shares 200,000 Est. Cost $5.43 Unrealized
HUBB HUBBELL INC COM 0.1%
Value ($000) $1,047 Shares 7,654 Est. Cost $76.44 Unrealized +64.1%
AMZN AMAZON COM INC 0.1%
Value ($000) $1,001 Shares 318 Est. Cost $96.97 Unrealized +62.6%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.1%
Value ($000) $960 Shares 3 Est. Cost $207943.95 Unrealized +47.6%
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $936 Shares 6,733 Est. Cost $101.87 Unrealized +14.2%
FIS FIDELITY NATL INFORMATION SVCS 0.1%
Value ($000) $894 Shares 6,075 Est. Cost $35.77 Unrealized +260.2%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $738 Shares 18,727 Est. Cost $17.41 Unrealized +112.9%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $688 Shares 2,055 Est. Cost $266.96 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $636 Shares 3,229 Est. Cost $110.15 Unrealized +70.6%
VFC V F CORP COM 0.0%
Value ($000) $613 Shares 8,721 Est. Cost $52.25 Unrealized +23.6%
RVTY PERKINELMER INC COM 0.0%
Value ($000) $602 Shares 4,800 Est. Cost $44.52 Unrealized +155.1%
WAB WABTEC CORP COM 0.0%
Value ($000) $507 Shares 8,200 Est. Cost $55.93 Unrealized +11.2%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $501 Shares 4,900 Est. Cost $42.72 Unrealized +93.4%
TMO THERMO FISHER SCIENTIFIC INC C 0.0%
Value ($000) $471 Shares 1,067 Est. Cost $210.73 Unrealized +93.3%
AMGN AMGEN INC COM 0.0%
Value ($000) $438 Shares 1,725 Est. Cost $98.75 Unrealized +112.2%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $426 Shares 17,496 Est. Cost $14.17 Unrealized +31.7%
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $414 Shares 3,406 Est. Cost $101.61 Unrealized -7.6%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $402 Shares 2,870 Est. Cost $19.98 Unrealized +106.8%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $369 Shares 1,200 Est. Cost $187.06 Unrealized
HD HOME DEPOT INC COM 0.0%
Value ($000) $346 Shares 1,245 Est. Cost $188.24 Unrealized +26.3%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $340 Shares 1,590 Est. Cost $147.16 Unrealized +22.3%
AKAM AKAMAI TECHNOLOGIES 0.0%
Value ($000) $332 Shares 3,000 Est. Cost $92.71 Unrealized +19.7%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $297 Shares 4,400 Est. Cost $51.08 Unrealized +22.6%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $293 Shares 3,041 Est. Cost $90.43 Unrealized -5.5%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $268 Shares 1,626 Est. Cost $139.52 Unrealized -4.5%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $263 Shares 2,116 Est. Cost $108.33 Unrealized +12.7%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $248 Shares 1,500 Est. Cost $124.46 Unrealized +17.9%
LOW LOWES COS INC COM 0.0%
Value ($000) $240 Shares 1,450 Est. Cost $139.87 Unrealized 0.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $234 Shares 1,190 Est. Cost $141.44 Unrealized +16.6%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $217 Shares 2,040 Est. Cost $90.67 Unrealized 0.0%
VUZI CORP 0.0%
Value ($000) $91 Shares 20,000 Est. Cost $1.25 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $37 Shares 23,000 Est. Cost $38.61 Unrealized -93.4%
SEELOS THERAPEUTICS 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.90 Unrealized