CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value ($000): $1,640,916 (100.0% shares, 0.0% debt)

Holdings (51)

MTD METTLER TOLEDO INTERNATIONAL C 12.5%
Value ($000) $205,756 Shares 179,110 Est. Cost $224.72 Unrealized +459.1%
COST COSTCO WHSL CORP NEW COM 10.8%
Value ($000) $176,514 Shares 368,290 Est. Cost $170.50 Unrealized +184.4%
IDEXX LABS INC COM 10.4%
Value ($000) $170,390 Shares 485,816 Est. Cost $100.60 Unrealized
VISA INC COM CL A 9.8%
Value ($000) $160,942 Shares 817,423 Est. Cost $80.15 Unrealized
GOOG ALPHABET INC CL C 9.3%
Value ($000) $153,124 Shares 70,001 Est. Cost $46.93 Unrealized +149.9%
CME GROUP INC COM 9.3%
Value ($000) $152,213 Shares 743,589 Est. Cost $103.34 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 8.8%
Value ($000) $143,852 Shares 684,880 Est. Cost $53.25 Unrealized +280.3%
MSFT MICROSOFT CORP COM 8.4%
Value ($000) $137,925 Shares 537,028 Est. Cost $154.86 Unrealized +70.1%
HD HOME DEPOT INC COM 5.8%
Value ($000) $95,595 Shares 348,544 Est. Cost $245.49 Unrealized +9.6%
EW EDWARDS LIFESCIENCES 4.6%
Value ($000) $76,237 Shares 801,740 Est. Cost $114.85 Unrealized -9.9%
QCOM QUALCOMM INC COM 4.5%
Value ($000) $73,314 Shares 573,929 Est. Cost $127.74 Unrealized -2.2%
INTC INTEL CORP COM 1.5%
Value ($000) $24,360 Shares 651,163 Est. Cost $17.18 Unrealized +136.5%
DHR DANAHER CORP DEL COM 0.7%
Value ($000) $12,132 Shares 47,855 Est. Cost $32.11 Unrealized +604.6%
AAPL APPLE INC COM 0.7%
Value ($000) $11,287 Shares 82,558 Est. Cost $86.91 Unrealized +71.0%
AMD ADVANCED MICRO DEVICES INC COM 0.4%
Value ($000) $6,326 Shares 82,722 Est. Cost $119.38 Unrealized -21.6%
MRK MERCK & CO INC NEW COM 0.3%
Value ($000) $5,669 Shares 62,183 Est. Cost $30.92 Unrealized +156.2%
GILD GILEAD SCIENCES 0.3%
Value ($000) $4,334 Shares 70,114 Est. Cost $38.18 Unrealized +41.7%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $4,212 Shares 49,181 Est. Cost $53.90 Unrealized +47.6%
PEP PEPSICO INC COM 0.1%
Value ($000) $2,250 Shares 13,503 Est. Cost $67.52 Unrealized +121.9%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $1,952 Shares 7,406 Est. Cost $192.23 Unrealized +25.6%
ADI ANALOG DEVICES 0.1%
Value ($000) $1,804 Shares 12,349 Est. Cost $155.29 Unrealized -4.9%
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $1,715 Shares 787 Est. Cost $54.62 Unrealized +113.9%
MA MASTERCARD INC CL A 0.1%
Value ($000) $1,707 Shares 5,412 Est. Cost $95.98 Unrealized +251.4%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $1,518 Shares 41,010 Est. Cost $44.24 Unrealized -14.8%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $1,315 Shares 4,817 Est. Cost $149.13 Unrealized +110.4%
SIRIUS XM HOLDINGS 0.1%
Value ($000) $1,226 Shares 200,000 Est. Cost $5.43 Unrealized
HUBB HUBBELL INC COM 0.1%
Value ($000) $1,176 Shares 6,587 Est. Cost $76.44 Unrealized +133.4%
KGC KINROSS GOLD CORP COM NO PAR 0.1%
Value ($000) $1,153 Shares 322,042 Est. Cost $5.58 Unrealized -13.2%
MODERNA, INC 0.1%
Value ($000) $1,102 Shares 7,717 Est. Cost $130.92 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $828 Shares 15,231 Est. Cost $31.03 Unrealized +40.3%
ENERGY VAULT HLDGS INC COM 0.0%
Value ($000) $803 Shares 80,125 Est. Cost $15.90 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $758 Shares 2,010 Est. Cost $273.51 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $673 Shares 8,200 Est. Cost $55.93 Unrealized +56.1%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $612 Shares 6,675 Est. Cost $43.41 Unrealized +108.6%
REATA PHARMACEUTICALS INC CL A 0.0%
Value ($000) $517 Shares 17,000 Est. Cost $41.94 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $513 Shares 15,000 Est. Cost $38.61 Unrealized -2.8%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $497 Shares 4,900 Est. Cost $42.72 Unrealized +123.4%
TMO THERMO FISHER SCIENTIFIC INC C 0.0%
Value ($000) $470 Shares 865 Est. Cost $210.73 Unrealized +158.5%
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $444 Shares 3,148 Est. Cost $101.61 Unrealized +15.6%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $416 Shares 1,200 Est. Cost $200.42 Unrealized
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $398 Shares 3,275 Est. Cost $23.63 Unrealized +86.3%
AMGN AMGEN INC COM 0.0%
Value ($000) $395 Shares 1,625 Est. Cost $98.75 Unrealized +121.4%
VFC V F CORP COM 0.0%
Value ($000) $385 Shares 8,721 Est. Cost $52.25 Unrealized -4.0%
ADBE ADOBE SYS INC COM 0.0%
Value ($000) $365 Shares 997 Est. Cost $109.23 Unrealized +272.6%
AMZN AMAZON COM INC 0.0%
Value ($000) $314 Shares 2,960 Est. Cost $124.99 Unrealized +0.1%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $306 Shares 11,610 Est. Cost $14.17 Unrealized +56.9%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $272 Shares 2,414 Est. Cost $90.43 Unrealized +25.0%
PG PROCTER & GAMBLE CO COM 0.0%
Value ($000) $247 Shares 1,720 Est. Cost $101.87 Unrealized +34.8%
GLW CORNING INC COM 0.0%
Value ($000) $236 Shares 7,500 Est. Cost $34.93 Unrealized -11.1%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $225 Shares 990 Est. Cost $147.16 Unrealized +53.9%
VUZI CORP 0.0%
Value ($000) $142 Shares 20,000 Est. Cost $1.25 Unrealized