CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 10, 2021

Total Value ($000): $1,707,279 (100.0% shares, 0.0% debt)

Holdings (62)

IDEXX LABS INC COM 15.7%
Value ($000) $268,363 Shares 536,865 Est. Cost $93.69 Unrealized
MTD METTLER TOLEDO INTERNATIONAL C 12.8%
Value ($000) $218,152 Shares 191,415 Est. Cost $224.72 Unrealized +388.0%
VISA INC COM CL A 10.5%
Value ($000) $180,103 Shares 823,402 Est. Cost $80.15 Unrealized
COST COSTCO WHSL CORP NEW COM 8.2%
Value ($000) $140,748 Shares 373,555 Est. Cost $165.67 Unrealized +109.7%
CME GROUP INC COM 7.8%
Value ($000) $132,527 Shares 727,971 Est. Cost $99.89 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 7.5%
Value ($000) $128,225 Shares 727,723 Est. Cost $53.25 Unrealized +176.9%
GOOG ALPHABET INC CL C 7.4%
Value ($000) $126,687 Shares 72,315 Est. Cost $46.93 Unrealized +78.4%
MSFT MICROSOFT CORP COM 6.5%
Value ($000) $111,551 Shares 501,532 Est. Cost $149.68 Unrealized +37.7%
JNJ JOHNSON & JOHNSON COM 5.2%
Value ($000) $89,004 Shares 565,535 Est. Cost $100.45 Unrealized +27.0%
ECL ECOLAB INC COM 4.7%
Value ($000) $79,759 Shares 368,641 Est. Cost $128.95 Unrealized +53.1%
VARIAN MED SYS INC 4.3%
Value ($000) $74,060 Shares 423,174 Est. Cost $98.22 Unrealized
HD HOME DEPOT INC COM 2.6%
Value ($000) $43,970 Shares 165,536 Est. Cost $242.06 Unrealized +0.2%
INTC INTEL CORP COM 1.9%
Value ($000) $33,019 Shares 662,773 Est. Cost $17.18 Unrealized +156.3%
AAPL APPLE INC COM 0.8%
Value ($000) $13,113 Shares 98,828 Est. Cost $86.91 Unrealized +34.6%
DHR DANAHER CORP DEL COM 0.6%
Value ($000) $11,002 Shares 49,527 Est. Cost $32.11 Unrealized +510.4%
MRK MERCK & CO INC NEW COM 0.5%
Value ($000) $7,850 Shares 95,967 Est. Cost $30.92 Unrealized +109.7%
XILINX INC COM 0.4%
Value ($000) $6,805 Shares 48,000 Est. Cost $46.85 Unrealized
GILD GILEAD SCIENCES 0.2%
Value ($000) $4,071 Shares 69,880 Est. Cost $38.18 Unrealized +29.3%
ADBE ADOBE SYS INC COM 0.2%
Value ($000) $2,806 Shares 5,610 Est. Cost $109.23 Unrealized +342.3%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $2,379 Shares 42,080 Est. Cost $44.36 Unrealized +12.3%
MA MASTERCARD INC CL A 0.1%
Value ($000) $2,130 Shares 5,968 Est. Cost $95.98 Unrealized +236.9%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $2,115 Shares 51,311 Est. Cost $53.97 Unrealized -43.7%
REATA PHARMACEUTICALS INC CL A 0.1%
Value ($000) $2,102 Shares 17,000 Est. Cost $41.94 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $2,022 Shares 13,636 Est. Cost $67.52 Unrealized +79.6%
MAXIM INTEGRATED PRODS INC COM 0.1%
Value ($000) $1,738 Shares 19,602 Est. Cost $27.81 Unrealized
CI CIGNA CORP NEW COM 0.1%
Value ($000) $1,631 Shares 7,835 Est. Cost $190.77 Unrealized -5.9%
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $1,456 Shares 831 Est. Cost $52.60 Unrealized +58.7%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $1,424 Shares 6,142 Est. Cost $149.13 Unrealized +47.7%
SIRIUS XM HOLDINGS 0.1%
Value ($000) $1,274 Shares 200,000 Est. Cost $5.43 Unrealized
HUBB HUBBELL INC COM 0.1%
Value ($000) $1,200 Shares 7,654 Est. Cost $76.44 Unrealized +83.9%
FTV FORTIVE CORP 0.1%
Value ($000) $1,081 Shares 15,266 Est. Cost $31.03 Unrealized +62.2%
AMZN AMAZON COM INC 0.1%
Value ($000) $1,036 Shares 318 Est. Cost $96.97 Unrealized +64.6%
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $937 Shares 6,733 Est. Cost $101.87 Unrealized +20.9%
FIS FIDELITY NATL INFORMATION SVCS 0.1%
Value ($000) $859 Shares 6,075 Est. Cost $35.77 Unrealized +256.4%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $833 Shares 18,620 Est. Cost $17.41 Unrealized +102.6%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $759 Shares 2,030 Est. Cost $266.96 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $756 Shares 3,229 Est. Cost $110.15 Unrealized +87.7%
VFC V F CORP COM 0.0%
Value ($000) $745 Shares 8,721 Est. Cost $52.25 Unrealized +52.9%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $710 Shares 3,916 Est. Cost $122.99 Unrealized +14.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.0%
Value ($000) $696 Shares 2 Est. Cost $207943.95 Unrealized +59.1%
RVTY PERKINELMER INC COM 0.0%
Value ($000) $689 Shares 4,800 Est. Cost $44.52 Unrealized +195.6%
WAB WABTEC CORP COM 0.0%
Value ($000) $600 Shares 8,200 Est. Cost $55.93 Unrealized +18.8%
TMO THERMO FISHER SCIENTIFIC INC C 0.0%
Value ($000) $497 Shares 1,067 Est. Cost $210.73 Unrealized +119.5%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $460 Shares 4,900 Est. Cost $42.72 Unrealized +97.5%
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $422 Shares 3,356 Est. Cost $101.61 Unrealized -8.1%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $414 Shares 2,870 Est. Cost $19.98 Unrealized +126.5%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $412 Shares 1,200 Est. Cost $187.06 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $397 Shares 1,725 Est. Cost $98.75 Unrealized +98.8%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $396 Shares 17,496 Est. Cost $14.17 Unrealized +32.1%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $386 Shares 3,041 Est. Cost $90.43 Unrealized +8.5%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $378 Shares 1,590 Est. Cost $147.16 Unrealized +39.1%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $362 Shares 4,400 Est. Cost $51.08 Unrealized +47.1%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $346 Shares 1,626 Est. Cost $139.52 Unrealized +17.4%
AKAM AKAMAI TECHNOLOGIES 0.0%
Value ($000) $315 Shares 3,000 Est. Cost $92.71 Unrealized +12.9%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $248 Shares 1,500 Est. Cost $124.46 Unrealized +24.9%
UNP UNION PAC CORP COM 0.0%
Value ($000) $248 Shares 1,190 Est. Cost $141.44 Unrealized +25.9%
LOW LOWES COS INC COM 0.0%
Value ($000) $233 Shares 1,450 Est. Cost $139.87 Unrealized +5.8%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $224 Shares 2,040 Est. Cost $90.67 Unrealized +8.0%
VNT VONTIER CORP COM 0.0%
Value ($000) $204 Shares 6,104 Est. Cost $31.19 Unrealized 0.0%
VUZI CORP 0.0%
Value ($000) $182 Shares 20,000 Est. Cost $1.25 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $141 Shares 23,000 Est. Cost $38.61 Unrealized -92.0%
EXICURE INC. 0.0%
Value ($000) $27 Shares 15,000 Est. Cost $1.80 Unrealized