CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value ($000): $2,104,980 (100.0% shares, 0.0% debt)

Holdings (56)

IDEXX LABS INC COM 12.3%
Value ($000) $258,624 Shares 472,752 Est. Cost $93.69 Unrealized
MTD METTLER TOLEDO INTERNATIONAL C 11.7%
Value ($000) $245,596 Shares 178,851 Est. Cost $224.72 Unrealized +542.3%
COST COSTCO WHSL CORP NEW COM 10.3%
Value ($000) $216,250 Shares 375,531 Est. Cost $170.50 Unrealized +193.7%
GOOG ALPHABET INC CL C 9.3%
Value ($000) $195,345 Shares 69,941 Est. Cost $46.93 Unrealized +187.5%
VISA INC COM CL A 8.7%
Value ($000) $182,575 Shares 823,264 Est. Cost $80.15 Unrealized
CME GROUP INC COM 8.4%
Value ($000) $176,959 Shares 743,962 Est. Cost $103.34 Unrealized
MSFT MICROSOFT CORP COM 7.8%
Value ($000) $165,005 Shares 535,191 Est. Cost $154.86 Unrealized +88.2%
ADP AUTOMATIC DATA PROCESSING INC 7.4%
Value ($000) $156,198 Shares 686,466 Est. Cost $53.25 Unrealized +269.8%
EW EDWARDS LIFESCIENCES 5.9%
Value ($000) $125,245 Shares 1,063,919 Est. Cost $114.85 Unrealized -2.3%
HD HOME DEPOT INC COM 5.1%
Value ($000) $107,251 Shares 358,303 Est. Cost $245.49 Unrealized +27.9%
QCOM QUALCOMM INC COM 4.7%
Value ($000) $99,866 Shares 653,491 Est. Cost $127.74 Unrealized +20.2%
JNJ JOHNSON & JOHNSON COM 2.9%
Value ($000) $60,193 Shares 339,630 Est. Cost $101.86 Unrealized +49.0%
INTC INTEL CORP COM 1.5%
Value ($000) $32,289 Shares 651,523 Est. Cost $17.18 Unrealized +168.9%
AAPL APPLE INC COM 0.7%
Value ($000) $14,425 Shares 82,612 Est. Cost $86.91 Unrealized +89.7%
DHR DANAHER CORP DEL COM 0.7%
Value ($000) $14,381 Shares 49,027 Est. Cost $32.11 Unrealized +665.3%
AMD ADVANCED MICRO DEVICES INC COM 0.4%
Value ($000) $9,045 Shares 82,722 Est. Cost $119.38 Unrealized 0.0%
MRK MERCK & CO INC NEW COM 0.2%
Value ($000) $5,102 Shares 62,183 Est. Cost $30.92 Unrealized +125.9%
GILD GILEAD SCIENCES 0.2%
Value ($000) $4,168 Shares 70,114 Est. Cost $38.18 Unrealized +44.5%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $4,138 Shares 50,101 Est. Cost $53.90 Unrealized +25.9%
PEP PEPSICO INC COM 0.1%
Value ($000) $2,260 Shares 13,503 Est. Cost $67.52 Unrealized +119.8%
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $2,203 Shares 792 Est. Cost $54.62 Unrealized +146.8%
ADI ANALOG DEVICES 0.1%
Value ($000) $2,040 Shares 12,349 Est. Cost $155.29 Unrealized -2.6%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $1,982 Shares 8,273 Est. Cost $192.23 Unrealized +13.6%
MA MASTERCARD INC CL A 0.1%
Value ($000) $1,934 Shares 5,412 Est. Cost $95.98 Unrealized +266.3%
KGC KINROSS GOLD CORP COM NO PAR 0.1%
Value ($000) $1,894 Shares 322,042 Est. Cost $5.58 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $1,700 Shares 4,817 Est. Cost $149.13 Unrealized +116.9%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $1,519 Shares 41,010 Est. Cost $44.24 Unrealized -26.0%
MODERNA, INC 0.1%
Value ($000) $1,325 Shares 7,693 Est. Cost $130.92 Unrealized
SIRIUS XM HOLDINGS 0.1%
Value ($000) $1,324 Shares 200,000 Est. Cost $5.43 Unrealized
ENERGY VAULT HLDGS INC COM 0.1%
Value ($000) $1,272 Shares 80,000 Est. Cost $15.90 Unrealized
HUBB HUBBELL INC COM 0.1%
Value ($000) $1,210 Shares 6,587 Est. Cost $76.44 Unrealized +131.2%
FTV FORTIVE CORP 0.0%
Value ($000) $928 Shares 15,231 Est. Cost $31.03 Unrealized +56.7%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $917 Shares 2,030 Est. Cost $273.51 Unrealized
ADBE ADOBE SYS INC COM 0.0%
Value ($000) $901 Shares 1,978 Est. Cost $109.23 Unrealized +340.4%
WAB WABTEC CORP COM 0.0%
Value ($000) $789 Shares 8,200 Est. Cost $55.93 Unrealized +62.0%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $670 Shares 6,675 Est. Cost $43.41 Unrealized +118.5%
AMZN AMAZON COM INC 0.0%
Value ($000) $629 Shares 193 Est. Cost $122.98 Unrealized +25.6%
SM SM ENERGY CO COM 0.0%
Value ($000) $584 Shares 15,000 Est. Cost $38.61 Unrealized -13.8%
REATA PHARMACEUTICALS INC CL A 0.0%
Value ($000) $557 Shares 17,000 Est. Cost $41.94 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $528 Shares 4,900 Est. Cost $42.72 Unrealized +116.2%
TMO THERMO FISHER SCIENTIFIC INC C 0.0%
Value ($000) $511 Shares 865 Est. Cost $210.73 Unrealized +169.6%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $498 Shares 1,200 Est. Cost $200.42 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $496 Shares 8,721 Est. Cost $52.25 Unrealized +18.7%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $488 Shares 3,275 Est. Cost $23.63 Unrealized +88.7%
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $416 Shares 3,198 Est. Cost $101.61 Unrealized +10.3%
AMGN AMGEN INC COM 0.0%
Value ($000) $393 Shares 1,625 Est. Cost $98.75 Unrealized +105.9%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $359 Shares 2,635 Est. Cost $90.43 Unrealized +47.8%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $298 Shares 11,610 Est. Cost $14.17 Unrealized +61.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $283 Shares 1,500 Est. Cost $124.46 Unrealized +52.9%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $282 Shares 990 Est. Cost $147.16 Unrealized +71.9%
GLW CORNING INC COM 0.0%
Value ($000) $277 Shares 7,500 Est. Cost $34.93 Unrealized 0.0%
PG PROCTER & GAMBLE CO COM 0.0%
Value ($000) $263 Shares 1,720 Est. Cost $101.87 Unrealized +39.5%
PLANTRONICS INC NEW COM 0.0%
Value ($000) $236 Shares 6,000 Est. Cost $39.33 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $224 Shares 1,636 Est. Cost $122.99 Unrealized +14.8%
VUZI CORP 0.0%
Value ($000) $132 Shares 20,000 Est. Cost $1.25 Unrealized
EXICURE INC. 0.0%
Value ($000) $3 Shares 15,000 Est. Cost $1.80 Unrealized