CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 12, 2021

Total Value ($000): $1,990,908 (100.0% shares, 0.0% debt)

Holdings (58)

IDEXX LABS INC COM 16.1%
Value ($000) $321,131 Shares 508,481 Est. Cost $93.69 Unrealized
MTD METTLER TOLEDO INTERNATIONAL C 13.2%
Value ($000) $263,346 Shares 190,095 Est. Cost $224.72 Unrealized +473.9%
VISA INC COM CL A 9.6%
Value ($000) $190,745 Shares 815,775 Est. Cost $80.15 Unrealized
GOOG ALPHABET INC CL C 8.9%
Value ($000) $177,703 Shares 70,902 Est. Cost $46.93 Unrealized +152.1%
CME GROUP INC COM 8.0%
Value ($000) $159,435 Shares 749,649 Est. Cost $103.34 Unrealized
COST COSTCO WHSL CORP NEW COM 7.6%
Value ($000) $151,267 Shares 382,305 Est. Cost $170.50 Unrealized +110.6%
ADP AUTOMATIC DATA PROCESSING INC 7.3%
Value ($000) $144,421 Shares 727,123 Est. Cost $53.25 Unrealized +231.0%
MSFT MICROSOFT CORP COM 7.2%
Value ($000) $144,120 Shares 532,004 Est. Cost $154.86 Unrealized +58.0%
HD HOME DEPOT INC COM 5.5%
Value ($000) $109,066 Shares 342,017 Est. Cost $243.28 Unrealized +16.7%
JNJ JOHNSON & JOHNSON COM 4.8%
Value ($000) $96,361 Shares 584,926 Est. Cost $101.86 Unrealized +42.3%
ECL ECOLAB INC COM 3.6%
Value ($000) $72,574 Shares 352,352 Est. Cost $128.95 Unrealized +60.0%
QCOM QUALCOMM INC COM 2.2%
Value ($000) $42,898 Shares 300,132 Est. Cost $122.15 Unrealized 0.0%
INTC INTEL CORP COM 1.9%
Value ($000) $36,856 Shares 656,509 Est. Cost $17.18 Unrealized +211.9%
DHR DANAHER CORP DEL COM 0.7%
Value ($000) $13,291 Shares 49,527 Est. Cost $32.11 Unrealized +576.3%
AAPL APPLE INC COM 0.6%
Value ($000) $12,824 Shares 93,632 Est. Cost $86.91 Unrealized +45.5%
XILINX INC COM 0.3%
Value ($000) $6,943 Shares 48,000 Est. Cost $46.85 Unrealized
MRK MERCK & CO INC NEW COM 0.3%
Value ($000) $5,070 Shares 65,191 Est. Cost $30.92 Unrealized +107.4%
GILD GILEAD SCIENCES 0.2%
Value ($000) $4,818 Shares 69,974 Est. Cost $38.18 Unrealized +46.3%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $3,224 Shares 51,111 Est. Cost $53.97 Unrealized -7.3%
REATA PHARMACEUTICALS INC CL A 0.1%
Value ($000) $2,406 Shares 17,000 Est. Cost $41.94 Unrealized
MA MASTERCARD INC CL A 0.1%
Value ($000) $2,084 Shares 5,708 Est. Cost $95.98 Unrealized +277.4%
MAXIM INTEGRATED PRODS INC COM 0.1%
Value ($000) $2,065 Shares 19,602 Est. Cost $27.81 Unrealized
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $2,032 Shares 832 Est. Cost $52.60 Unrealized +120.4%
PEP PEPSICO INC COM 0.1%
Value ($000) $2,020 Shares 13,636 Est. Cost $67.52 Unrealized +86.9%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $1,857 Shares 7,835 Est. Cost $190.77 Unrealized +20.4%
MODERNA, INC 0.1%
Value ($000) $1,842 Shares 7,840 Est. Cost $130.92 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $1,619 Shares 40,580 Est. Cost $44.36 Unrealized -11.7%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $1,568 Shares 5,642 Est. Cost $149.13 Unrealized +87.4%
SIRIUS XM HOLDINGS 0.1%
Value ($000) $1,308 Shares 200,000 Est. Cost $5.43 Unrealized
HUBB HUBBELL INC COM 0.1%
Value ($000) $1,231 Shares 6,587 Est. Cost $76.44 Unrealized +129.1%
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $1,217 Shares 2,078 Est. Cost $109.23 Unrealized +371.9%
AMZN AMAZON COM INC 0.1%
Value ($000) $1,094 Shares 318 Est. Cost $96.97 Unrealized +71.4%
FTV FORTIVE CORP 0.1%
Value ($000) $1,065 Shares 15,266 Est. Cost $31.03 Unrealized +70.3%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $869 Shares 2,030 Est. Cost $266.96 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $861 Shares 6,075 Est. Cost $35.77 Unrealized +272.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.0%
Value ($000) $837 Shares 2 Est. Cost $207943.95 Unrealized +102.1%
VFC V F CORP COM 0.0%
Value ($000) $715 Shares 8,721 Est. Cost $52.25 Unrealized +59.5%
WAB WABTEC CORP COM 0.0%
Value ($000) $675 Shares 8,200 Est. Cost $55.93 Unrealized +41.4%
PG PROCTER & GAMBLE CO COM 0.0%
Value ($000) $632 Shares 4,683 Est. Cost $101.87 Unrealized +18.5%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $548 Shares 3,116 Est. Cost $122.99 Unrealized +42.9%
TMO THERMO FISHER SCIENTIFIC INC C 0.0%
Value ($000) $538 Shares 1,067 Est. Cost $210.73 Unrealized +121.1%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $505 Shares 1,283 Est. Cost $200.42 Unrealized
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $469 Shares 3,198 Est. Cost $101.61 Unrealized +11.6%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $459 Shares 4,900 Est. Cost $42.72 Unrealized +104.1%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $423 Shares 2,717 Est. Cost $90.43 Unrealized +54.5%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $422 Shares 1,590 Est. Cost $147.16 Unrealized +70.1%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $405 Shares 2,870 Est. Cost $19.98 Unrealized +119.3%
AMGN AMGEN INC COM 0.0%
Value ($000) $396 Shares 1,625 Est. Cost $98.75 Unrealized +115.2%
SM SM ENERGY CO COM 0.0%
Value ($000) $369 Shares 15,000 Est. Cost $38.61 Unrealized -53.7%
VUZI CORP 0.0%
Value ($000) $367 Shares 20,000 Est. Cost $1.25 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $335 Shares 1,526 Est. Cost $139.52 Unrealized +37.7%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $281 Shares 11,610 Est. Cost $14.17 Unrealized +40.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $280 Shares 1,500 Est. Cost $124.46 Unrealized +33.8%
LOW LOWES COS INC COM 0.0%
Value ($000) $272 Shares 1,400 Est. Cost $139.87 Unrealized +28.3%
UNP UNION PAC CORP COM 0.0%
Value ($000) $262 Shares 1,190 Est. Cost $141.44 Unrealized +41.7%
PLANTRONICS INC NEW COM 0.0%
Value ($000) $250 Shares 6,000 Est. Cost $38.83 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $215 Shares 2,040 Est. Cost $90.67 Unrealized +11.3%
EXICURE INC. 0.0%
Value ($000) $22 Shares 15,000 Est. Cost $1.80 Unrealized