CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 12, 2021

Total Value ($000): $1,794,755 (100.0% shares, 0.0% debt)

Holdings (63)

IDEXX LABS INC COM 14.1%
Value ($000) $252,712 Shares 516,465 Est. Cost $93.69 Unrealized
MTD METTLER TOLEDO INTERNATIONAL C 12.3%
Value ($000) $221,111 Shares 191,324 Est. Cost $224.72 Unrealized +415.7%
VISA INC COM CL A 9.7%
Value ($000) $174,095 Shares 822,248 Est. Cost $80.15 Unrealized
GOOG ALPHABET INC CL C 8.3%
Value ($000) $148,484 Shares 71,779 Est. Cost $46.93 Unrealized +109.8%
CME GROUP INC COM 8.3%
Value ($000) $148,418 Shares 726,721 Est. Cost $99.89 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 7.7%
Value ($000) $138,439 Shares 734,539 Est. Cost $53.25 Unrealized +194.2%
COST COSTCO WHSL CORP NEW COM 7.6%
Value ($000) $135,668 Shares 384,894 Est. Cost $170.50 Unrealized +93.4%
MSFT MICROSOFT CORP COM 6.7%
Value ($000) $119,731 Shares 507,830 Est. Cost $150.59 Unrealized +48.0%
HD HOME DEPOT INC COM 5.8%
Value ($000) $104,076 Shares 340,952 Est. Cost $243.28 Unrealized +0.5%
JNJ JOHNSON & JOHNSON COM 5.3%
Value ($000) $94,291 Shares 573,720 Est. Cost $101.02 Unrealized +39.4%
ECL ECOLAB INC COM 4.4%
Value ($000) $79,015 Shares 369,107 Est. Cost $128.95 Unrealized +56.3%
VARIAN MED SYS INC 3.1%
Value ($000) $54,784 Shares 310,337 Est. Cost $98.22 Unrealized
INTC INTEL CORP COM 2.3%
Value ($000) $42,062 Shares 657,225 Est. Cost $17.18 Unrealized +214.9%
AAPL APPLE INC COM 0.7%
Value ($000) $12,146 Shares 99,438 Est. Cost $86.91 Unrealized +43.9%
DHR DANAHER CORP DEL COM 0.6%
Value ($000) $11,148 Shares 49,527 Est. Cost $32.11 Unrealized +518.8%
MRK MERCK & CO INC NEW COM 0.4%
Value ($000) $7,398 Shares 95,967 Est. Cost $30.92 Unrealized +103.9%
XILINX INC COM 0.3%
Value ($000) $5,947 Shares 48,000 Est. Cost $46.85 Unrealized
GILD GILEAD SCIENCES 0.3%
Value ($000) $4,522 Shares 69,974 Est. Cost $38.18 Unrealized +39.8%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $2,865 Shares 51,311 Est. Cost $53.97 Unrealized -19.7%
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $2,667 Shares 5,610 Est. Cost $109.23 Unrealized +327.9%
MA MASTERCARD INC CL A 0.1%
Value ($000) $2,125 Shares 5,968 Est. Cost $95.98 Unrealized +253.8%
PEP PEPSICO INC COM 0.1%
Value ($000) $1,929 Shares 13,636 Est. Cost $67.52 Unrealized +74.6%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $1,894 Shares 7,835 Est. Cost $190.77 Unrealized +7.0%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $1,892 Shares 42,080 Est. Cost $44.36 Unrealized +25.7%
MAXIM INTEGRATED PRODS INC COM 0.1%
Value ($000) $1,791 Shares 19,602 Est. Cost $27.81 Unrealized
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $1,716 Shares 832 Est. Cost $52.60 Unrealized +86.2%
REATA PHARMACEUTICALS INC CL A 0.1%
Value ($000) $1,695 Shares 17,000 Est. Cost $41.94 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $1,441 Shares 5,642 Est. Cost $149.13 Unrealized +62.8%
HUBB HUBBELL INC COM 0.1%
Value ($000) $1,430 Shares 7,654 Est. Cost $76.44 Unrealized +108.6%
SIRIUS XM HOLDINGS 0.1%
Value ($000) $1,218 Shares 200,000 Est. Cost $5.43 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $1,078 Shares 15,266 Est. Cost $31.03 Unrealized +63.3%
MODERNA, INC 0.1%
Value ($000) $1,050 Shares 8,020 Est. Cost $130.92 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $984 Shares 318 Est. Cost $96.97 Unrealized +63.5%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $963 Shares 18,620 Est. Cost $17.41 Unrealized +133.3%
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $912 Shares 6,733 Est. Cost $101.87 Unrealized +13.6%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $854 Shares 6,075 Est. Cost $35.77 Unrealized +242.0%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $805 Shares 2,030 Est. Cost $266.96 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $784 Shares 3,229 Est. Cost $110.15 Unrealized +128.7%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.0%
Value ($000) $771 Shares 2 Est. Cost $207943.95 Unrealized +76.3%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $723 Shares 3,916 Est. Cost $122.99 Unrealized +46.5%
VFC V F CORP COM 0.0%
Value ($000) $697 Shares 8,721 Est. Cost $52.25 Unrealized +55.4%
WAB WABTEC CORP COM 0.0%
Value ($000) $649 Shares 8,200 Est. Cost $55.93 Unrealized +35.0%
RVTY PERKINELMER INC COM 0.0%
Value ($000) $616 Shares 4,800 Est. Cost $44.52 Unrealized +207.8%
VUZI CORP 0.0%
Value ($000) $509 Shares 20,000 Est. Cost $1.25 Unrealized
TMO THERMO FISHER SCIENTIFIC INC C 0.0%
Value ($000) $487 Shares 1,067 Est. Cost $210.73 Unrealized +123.6%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $468 Shares 4,900 Est. Cost $42.72 Unrealized +94.5%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $463 Shares 3,041 Est. Cost $90.43 Unrealized +40.7%
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $447 Shares 3,356 Est. Cost $101.61 Unrealized -3.5%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $437 Shares 1,200 Est. Cost $187.06 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $429 Shares 1,725 Est. Cost $98.75 Unrealized +107.3%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $427 Shares 1,590 Est. Cost $147.16 Unrealized +55.5%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $416 Shares 17,496 Est. Cost $14.17 Unrealized +30.4%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $390 Shares 2,870 Est. Cost $19.98 Unrealized +116.8%
SM SM ENERGY CO COM 0.0%
Value ($000) $377 Shares 23,000 Est. Cost $38.61 Unrealized -69.5%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $373 Shares 4,400 Est. Cost $51.08 Unrealized +69.5%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $353 Shares 1,626 Est. Cost $139.52 Unrealized +26.6%
AKAM AKAMAI TECHNOLOGIES 0.0%
Value ($000) $306 Shares 3,000 Est. Cost $92.71 Unrealized +11.4%
LOW LOWES COS INC COM 0.0%
Value ($000) $276 Shares 1,450 Est. Cost $139.87 Unrealized +12.2%
UNP UNION PAC CORP COM 0.0%
Value ($000) $262 Shares 1,190 Est. Cost $141.44 Unrealized +33.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $237 Shares 2,040 Est. Cost $90.67 Unrealized +11.5%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $236 Shares 1,500 Est. Cost $124.46 Unrealized +21.9%
PLANTRONICS INC NEW COM 0.0%
Value ($000) $233 Shares 6,000 Est. Cost $38.83 Unrealized
EXICURE INC. 0.0%
Value ($000) $33 Shares 15,000 Est. Cost $1.80 Unrealized