CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 12, 2021

Total Value ($000): $2,032,287 (100.0% shares, 0.0% debt)

Holdings (57)

IDEXX LABS INC COM 14.4%
Value ($000) $293,358 Shares 471,712 Est. Cost $93.69 Unrealized
MTD METTLER TOLEDO INTERNATIONAL C 12.6%
Value ($000) $256,685 Shares 186,360 Est. Cost $224.72 Unrealized +569.8%
GOOG ALPHABET INC CL C 9.3%
Value ($000) $189,192 Shares 70,983 Est. Cost $46.93 Unrealized +191.6%
VISA INC COM CL A 9.0%
Value ($000) $182,904 Shares 821,118 Est. Cost $80.15 Unrealized
COST COSTCO WHSL CORP NEW COM 8.5%
Value ($000) $172,004 Shares 382,783 Est. Cost $170.50 Unrealized +145.3%
MSFT MICROSOFT CORP COM 7.4%
Value ($000) $149,574 Shares 530,553 Est. Cost $154.86 Unrealized +81.3%
CME GROUP INC COM 7.1%
Value ($000) $143,996 Shares 744,627 Est. Cost $103.34 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 6.9%
Value ($000) $141,054 Shares 705,552 Est. Cost $53.25 Unrealized +252.5%
HD HOME DEPOT INC COM 5.6%
Value ($000) $114,784 Shares 349,673 Est. Cost $244.41 Unrealized +20.5%
JNJ JOHNSON & JOHNSON COM 4.6%
Value ($000) $93,092 Shares 576,421 Est. Cost $101.86 Unrealized +47.5%
QCOM QUALCOMM INC COM 3.7%
Value ($000) $75,798 Shares 587,675 Est. Cost $125.43 Unrealized +2.7%
ECL ECOLAB INC COM 3.2%
Value ($000) $64,550 Shares 309,415 Est. Cost $128.95 Unrealized +61.7%
EW EDWARDS LIFESCIENCES 2.0%
Value ($000) $40,353 Shares 356,448 Est. Cost $114.14 Unrealized 0.0%
INTC INTEL CORP COM 1.7%
Value ($000) $34,973 Shares 656,409 Est. Cost $17.18 Unrealized +190.0%
DHR DANAHER CORP DEL COM 0.7%
Value ($000) $15,099 Shares 49,597 Est. Cost $32.11 Unrealized +730.9%
AAPL APPLE INC COM 0.6%
Value ($000) $13,107 Shares 92,632 Est. Cost $86.91 Unrealized +65.6%
XILINX INC COM 0.4%
Value ($000) $7,248 Shares 48,000 Est. Cost $46.85 Unrealized
GILD GILEAD SCIENCES 0.2%
Value ($000) $4,897 Shares 70,114 Est. Cost $38.18 Unrealized +55.5%
MRK MERCK & CO INC NEW COM 0.2%
Value ($000) $4,685 Shares 62,376 Est. Cost $30.92 Unrealized +113.9%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $3,042 Shares 51,711 Est. Cost $53.90 Unrealized -10.1%
MODERNA, INC 0.1%
Value ($000) $2,998 Shares 7,790 Est. Cost $130.92 Unrealized
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $2,224 Shares 832 Est. Cost $52.60 Unrealized +156.7%
ADI ANALOG DEVICES 0.1%
Value ($000) $2,068 Shares 12,349 Est. Cost $155.29 Unrealized 0.0%
PEP PEPSICO INC COM 0.1%
Value ($000) $2,056 Shares 13,669 Est. Cost $67.52 Unrealized +99.9%
MA MASTERCARD INC CL A 0.1%
Value ($000) $1,877 Shares 5,400 Est. Cost $95.98 Unrealized +269.6%
REATA PHARMACEUTICALS INC CL A 0.1%
Value ($000) $1,710 Shares 17,000 Est. Cost $41.94 Unrealized
CI CIGNA CORP NEW COM 0.1%
Value ($000) $1,568 Shares 7,835 Est. Cost $190.77 Unrealized +5.3%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $1,361 Shares 40,580 Est. Cost $44.36 Unrealized -15.1%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $1,322 Shares 4,842 Est. Cost $149.13 Unrealized +88.3%
SIRIUS XM HOLDINGS 0.1%
Value ($000) $1,220 Shares 200,000 Est. Cost $5.43 Unrealized
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $1,196 Shares 2,078 Est. Cost $109.23 Unrealized +476.2%
HUBB HUBBELL INC COM 0.1%
Value ($000) $1,190 Shares 6,587 Est. Cost $76.44 Unrealized +137.8%
FTV FORTIVE CORP 0.1%
Value ($000) $1,077 Shares 15,266 Est. Cost $31.03 Unrealized +73.1%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $871 Shares 2,030 Est. Cost $266.96 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $812 Shares 6,675 Est. Cost $43.41 Unrealized +178.2%
WAB WABTEC CORP COM 0.0%
Value ($000) $707 Shares 8,200 Est. Cost $55.93 Unrealized +50.2%
AMZN AMAZON COM INC 0.0%
Value ($000) $700 Shares 213 Est. Cost $96.97 Unrealized +77.9%
TMO THERMO FISHER SCIENTIFIC INC C 0.0%
Value ($000) $610 Shares 1,067 Est. Cost $210.73 Unrealized +157.4%
VFC V F CORP COM 0.0%
Value ($000) $584 Shares 8,721 Est. Cost $52.25 Unrealized +46.9%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $527 Shares 3,116 Est. Cost $122.99 Unrealized +41.6%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $506 Shares 1,283 Est. Cost $200.42 Unrealized
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $467 Shares 3,350 Est. Cost $23.63 Unrealized +92.4%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $445 Shares 2,717 Est. Cost $90.43 Unrealized +55.1%
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $444 Shares 3,198 Est. Cost $101.61 Unrealized +10.3%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $426 Shares 4,900 Est. Cost $42.72 Unrealized +90.4%
SM SM ENERGY CO COM 0.0%
Value ($000) $396 Shares 15,000 Est. Cost $38.61 Unrealized -51.7%
AMGN AMGEN INC COM 0.0%
Value ($000) $346 Shares 1,625 Est. Cost $98.75 Unrealized +102.8%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $291 Shares 1,500 Est. Cost $124.46 Unrealized +55.6%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $274 Shares 11,610 Est. Cost $14.17 Unrealized +38.1%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $260 Shares 1,226 Est. Cost $139.52 Unrealized +39.5%
LOW LOWES COS INC COM 0.0%
Value ($000) $243 Shares 1,200 Est. Cost $139.87 Unrealized +31.2%
PG PROCTER & GAMBLE CO COM 0.0%
Value ($000) $240 Shares 1,720 Est. Cost $101.87 Unrealized +24.9%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $237 Shares 990 Est. Cost $147.16 Unrealized +58.6%
VUZI CORP 0.0%
Value ($000) $209 Shares 20,000 Est. Cost $1.25 Unrealized
TSLA TESLA MTRS INC COM 0.0%
Value ($000) $207 Shares 267 Est. Cost $235.37 Unrealized 0.0%
VNT VONTIER CORP COM 0.0%
Value ($000) $205 Shares 6,104 Est. Cost $33.95 Unrealized 0.0%
EXICURE INC. 0.0%
Value ($000) $18 Shares 15,000 Est. Cost $1.80 Unrealized