CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $2,360,682 (100.0% shares, 0.0% debt)

Holdings (55)

MTD METTLER TOLEDO INTERNATIONAL C 13.3%
Value ($000) $315,034 Shares 185,619 Est. Cost $224.72 Unrealized +572.7%
IDEXX LABS INC COM 13.2%
Value ($000) $311,225 Shares 472,656 Est. Cost $93.69 Unrealized
COST COSTCO WHSL CORP NEW COM 9.2%
Value ($000) $216,142 Shares 380,732 Est. Cost $170.50 Unrealized +186.3%
GOOG ALPHABET INC CL C 8.6%
Value ($000) $202,294 Shares 69,911 Est. Cost $46.93 Unrealized +205.7%
MSFT MICROSOFT CORP COM 7.6%
Value ($000) $178,259 Shares 530,028 Est. Cost $154.86 Unrealized +102.4%
VISA INC COM CL A 7.5%
Value ($000) $177,807 Shares 820,485 Est. Cost $80.15 Unrealized
CME GROUP INC COM 7.2%
Value ($000) $169,773 Shares 743,121 Est. Cost $103.34 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 7.1%
Value ($000) $168,248 Shares 682,327 Est. Cost $53.25 Unrealized +289.3%
HD HOME DEPOT INC COM 6.2%
Value ($000) $146,382 Shares 352,719 Est. Cost $244.41 Unrealized +40.4%
QCOM QUALCOMM INC COM 4.9%
Value ($000) $115,754 Shares 632,986 Est. Cost $126.90 Unrealized +15.1%
EW EDWARDS LIFESCIENCES 4.6%
Value ($000) $108,329 Shares 836,197 Est. Cost $115.58 Unrealized +0.9%
ECL ECOLAB INC COM 3.0%
Value ($000) $71,580 Shares 305,128 Est. Cost $128.95 Unrealized +67.1%
JNJ JOHNSON & JOHNSON COM 2.6%
Value ($000) $61,029 Shares 356,746 Est. Cost $101.86 Unrealized +42.4%
INTC INTEL CORP COM 1.4%
Value ($000) $33,594 Shares 652,309 Est. Cost $17.18 Unrealized +175.3%
DHR DANAHER CORP DEL COM 0.7%
Value ($000) $16,153 Shares 49,097 Est. Cost $32.11 Unrealized +741.2%
AAPL APPLE INC COM 0.6%
Value ($000) $14,710 Shares 82,838 Est. Cost $86.91 Unrealized +78.0%
XILINX INC COM 0.4%
Value ($000) $10,177 Shares 48,000 Est. Cost $46.85 Unrealized
GILD GILEAD SCIENCES 0.2%
Value ($000) $5,091 Shares 70,114 Est. Cost $38.18 Unrealized +54.0%
MRK MERCK & CO INC NEW COM 0.2%
Value ($000) $4,770 Shares 62,233 Est. Cost $30.92 Unrealized +126.0%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $3,066 Shares 50,101 Est. Cost $53.90 Unrealized -0.0%
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $2,465 Shares 851 Est. Cost $54.62 Unrealized +161.7%
PEP PEPSICO INC COM 0.1%
Value ($000) $2,358 Shares 13,574 Est. Cost $67.52 Unrealized +112.5%
ADI ANALOG DEVICES 0.1%
Value ($000) $2,171 Shares 12,349 Est. Cost $155.29 Unrealized +6.0%
MODERNA, INC 0.1%
Value ($000) $1,955 Shares 7,699 Est. Cost $130.92 Unrealized
MA MASTERCARD INC CL A 0.1%
Value ($000) $1,945 Shares 5,412 Est. Cost $95.98 Unrealized +251.9%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $1,799 Shares 7,835 Est. Cost $190.77 Unrealized +3.4%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $1,440 Shares 4,817 Est. Cost $149.13 Unrealized +92.0%
HUBB HUBBELL INC COM 0.1%
Value ($000) $1,372 Shares 6,587 Est. Cost $76.44 Unrealized +144.9%
SIRIUS XM HOLDINGS 0.1%
Value ($000) $1,270 Shares 200,000 Est. Cost $5.43 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $1,235 Shares 40,580 Est. Cost $44.36 Unrealized -29.0%
FTV FORTIVE CORP 0.0%
Value ($000) $1,165 Shares 15,266 Est. Cost $31.03 Unrealized +78.9%
ADBE ADOBE SYS INC COM 0.0%
Value ($000) $1,128 Shares 1,989 Est. Cost $109.23 Unrealized +472.2%
AMZN AMAZON COM INC 0.0%
Value ($000) $1,094 Shares 328 Est. Cost $122.98 Unrealized +39.2%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $996 Shares 2,096 Est. Cost $273.51 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $755 Shares 8,200 Est. Cost $55.93 Unrealized +60.1%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $729 Shares 6,675 Est. Cost $43.41 Unrealized +135.1%
TMO THERMO FISHER SCIENTIFIC INC C 0.0%
Value ($000) $675 Shares 1,011 Est. Cost $210.73 Unrealized +192.9%
VFC V F CORP COM 0.0%
Value ($000) $639 Shares 8,721 Est. Cost $52.25 Unrealized +39.8%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $560 Shares 1,283 Est. Cost $200.42 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $527 Shares 4,900 Est. Cost $42.72 Unrealized +105.5%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $474 Shares 3,275 Est. Cost $23.63 Unrealized +91.2%
REATA PHARMACEUTICALS INC CL A 0.0%
Value ($000) $448 Shares 17,000 Est. Cost $41.94 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $448 Shares 2,895 Est. Cost $122.99 Unrealized +28.3%
SM SM ENERGY CO COM 0.0%
Value ($000) $442 Shares 15,000 Est. Cost $38.61 Unrealized -25.3%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $430 Shares 2,717 Est. Cost $90.43 Unrealized +63.5%
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $427 Shares 3,198 Est. Cost $101.61 Unrealized +4.8%
AMGN AMGEN INC COM 0.0%
Value ($000) $366 Shares 1,625 Est. Cost $98.75 Unrealized +87.5%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $366 Shares 1,500 Est. Cost $124.46 Unrealized +69.1%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $319 Shares 11,610 Est. Cost $14.17 Unrealized +51.7%
LOW LOWES COS INC COM 0.0%
Value ($000) $310 Shares 1,200 Est. Cost $139.87 Unrealized +57.2%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $295 Shares 990 Est. Cost $147.16 Unrealized +73.4%
PG PROCTER & GAMBLE CO COM 0.0%
Value ($000) $281 Shares 1,720 Est. Cost $101.87 Unrealized +31.7%
EFX EQUIFAX INC 0.0%
Value ($000) $205 Shares 700 Est. Cost $270.17 Unrealized 0.0%
VUZI CORP 0.0%
Value ($000) $173 Shares 20,000 Est. Cost $1.25 Unrealized
EXICURE INC. 0.0%
Value ($000) $3 Shares 15,000 Est. Cost $1.80 Unrealized