CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $1,545,196 (100.0% shares, 0.0% debt)

Holdings (52)

MTD METTLER TOLEDO INTERNATIONAL C 11.4%
Value ($000) $175,879 Shares 162,232 Est. Cost $224.72 Unrealized +453.0%
COST COSTCO WHSL CORP NEW COM 11.1%
Value ($000) $170,879 Shares 361,825 Est. Cost $170.50 Unrealized +192.1%
IDEXX LABS INC COM 10.3%
Value ($000) $159,392 Shares 489,232 Est. Cost $100.60 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 10.0%
Value ($000) $153,767 Shares 679,815 Est. Cost $53.25 Unrealized +311.4%
VISA INC COM CL A 9.4%
Value ($000) $145,906 Shares 821,309 Est. Cost $80.15 Unrealized
GOOG ALPHABET INC CL C 8.8%
Value ($000) $135,480 Shares 1,409,049 Est. Cost $107.66 Unrealized +2.9%
CME GROUP INC COM 8.6%
Value ($000) $133,416 Shares 753,210 Est. Cost $104.28 Unrealized
MSFT MICROSOFT CORP COM 8.1%
Value ($000) $125,897 Shares 540,561 Est. Cost $154.86 Unrealized +65.9%
HD HOME DEPOT INC COM 6.1%
Value ($000) $93,593 Shares 339,178 Est. Cost $245.49 Unrealized +10.3%
EW EDWARDS LIFESCIENCES 4.4%
Value ($000) $68,691 Shares 831,304 Est. Cost $114.19 Unrealized -15.7%
QCOM QUALCOMM INC COM 4.0%
Value ($000) $62,279 Shares 551,243 Est. Cost $127.74 Unrealized -0.5%
ARISTA NETWORKS, INC. 2.3%
Value ($000) $35,040 Shares 310,391 Est. Cost $112.89 Unrealized
INTC INTEL CORP COM 1.1%
Value ($000) $16,738 Shares 649,497 Est. Cost $17.18 Unrealized +88.1%
DHR DANAHER CORP DEL COM 0.8%
Value ($000) $12,360 Shares 47,855 Est. Cost $32.11 Unrealized +649.6%
AAPL APPLE INC COM 0.7%
Value ($000) $11,226 Shares 81,228 Est. Cost $86.91 Unrealized +77.5%
MRK MERCK & CO INC NEW COM 0.3%
Value ($000) $5,355 Shares 62,183 Est. Cost $30.92 Unrealized +160.1%
AMD ADVANCED MICRO DEVICES INC COM 0.3%
Value ($000) $5,241 Shares 82,722 Est. Cost $119.38 Unrealized -28.7%
GILD GILEAD SCIENCES 0.3%
Value ($000) $4,325 Shares 70,114 Est. Cost $38.18 Unrealized +46.1%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $4,294 Shares 49,181 Est. Cost $53.90 Unrealized +50.9%
PEP PEPSICO INC COM 0.1%
Value ($000) $2,204 Shares 13,503 Est. Cost $67.52 Unrealized +128.7%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $2,055 Shares 7,406 Est. Cost $192.23 Unrealized +37.7%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $1,779 Shares 40,230 Est. Cost $44.24 Unrealized -4.8%
ADI ANALOG DEVICES 0.1%
Value ($000) $1,721 Shares 12,349 Est. Cost $155.29 Unrealized -4.1%
MA MASTERCARD INC CL A 0.1%
Value ($000) $1,539 Shares 5,412 Est. Cost $95.98 Unrealized +238.8%
HUBB HUBBELL INC COM 0.1%
Value ($000) $1,469 Shares 6,587 Est. Cost $76.44 Unrealized +161.6%
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $1,446 Shares 15,115 Est. Cost $107.17 Unrealized +2.7%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $1,286 Shares 4,817 Est. Cost $149.13 Unrealized +90.8%
KGC KINROSS GOLD CORP COM NO PAR 0.1%
Value ($000) $1,211 Shares 322,042 Est. Cost $5.58 Unrealized -39.0%
SIRIUS XM HOLDINGS 0.1%
Value ($000) $1,142 Shares 200,000 Est. Cost $5.43 Unrealized
MODERNA, INC 0.1%
Value ($000) $916 Shares 7,747 Est. Cost $130.92 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $888 Shares 15,231 Est. Cost $31.03 Unrealized +48.5%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $718 Shares 2,010 Est. Cost $273.51 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $667 Shares 8,200 Est. Cost $55.93 Unrealized +55.0%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $504 Shares 6,675 Est. Cost $43.41 Unrealized +96.4%
SM SM ENERGY CO COM 0.0%
Value ($000) $490 Shares 13,020 Est. Cost $38.61 Unrealized -5.9%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $472 Shares 4,900 Est. Cost $42.72 Unrealized +131.1%
ENERGY VAULT HLDGS INC COM 0.0%
Value ($000) $432 Shares 81,725 Est. Cost $15.69 Unrealized
TMO THERMO FISHER SCIENTIFIC INC C 0.0%
Value ($000) $431 Shares 850 Est. Cost $210.73 Unrealized +163.0%
REATA PHARMACEUTICALS INC CL A 0.0%
Value ($000) $427 Shares 17,000 Est. Cost $41.94 Unrealized
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $425 Shares 3,275 Est. Cost $23.63 Unrealized +77.7%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $394 Shares 1,200 Est. Cost $200.42 Unrealized
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $374 Shares 3,148 Est. Cost $101.61 Unrealized +13.8%
AMGN AMGEN INC COM 0.0%
Value ($000) $366 Shares 1,625 Est. Cost $98.75 Unrealized +120.6%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $287 Shares 11,610 Est. Cost $14.17 Unrealized +62.5%
AMZN AMAZON COM INC 0.0%
Value ($000) $285 Shares 2,520 Est. Cost $124.99 Unrealized +1.1%
VFC V F CORP COM 0.0%
Value ($000) $261 Shares 8,721 Est. Cost $52.25 Unrealized -17.4%
ADBE ADOBE SYS INC COM 0.0%
Value ($000) $248 Shares 900 Est. Cost $109.23 Unrealized +246.4%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $242 Shares 2,314 Est. Cost $90.43 Unrealized +16.8%
GLW CORNING INC COM 0.0%
Value ($000) $218 Shares 7,500 Est. Cost $34.93 Unrealized -12.0%
PG PROCTER & GAMBLE CO COM 0.0%
Value ($000) $217 Shares 1,720 Est. Cost $101.87 Unrealized +28.2%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $208 Shares 990 Est. Cost $147.16 Unrealized +51.4%
VUZI CORP 0.0%
Value ($000) $116 Shares 20,000 Est. Cost $1.25 Unrealized