CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $2,239,655 (100.0% shares, 0.0% debt)

Holdings (55)

GOOG ALPHABET INC CL C 11.2%
Value ($000) $250,465 Shares 1,365,526 Est. Cost $107.16 Unrealized +57.6%
COST COSTCO WHSL CORP NEW COM 10.9%
Value ($000) $245,076 Shares 288,328 Est. Cost $170.50 Unrealized +353.9%
MSFT MICROSOFT CORP COM 10.3%
Value ($000) $230,846 Shares 516,491 Est. Cost $156.21 Unrealized +167.1%
IDEXX LABS INC COM 10.2%
Value ($000) $229,032 Shares 470,099 Est. Cost $100.60 Unrealized
MTD METTLER TOLEDO INTERNATIONAL C 9.6%
Value ($000) $214,371 Shares 153,386 Est. Cost $224.72 Unrealized +508.6%
VISA INC COM CL A 9.5%
Value ($000) $212,082 Shares 808,023 Est. Cost $80.15 Unrealized
ARISTA NETWORKS, INC. 8.8%
Value ($000) $196,009 Shares 559,260 Est. Cost $136.22 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 7.4%
Value ($000) $165,578 Shares 693,693 Est. Cost $57.08 Unrealized +314.5%
CME GROUP INC COM 7.2%
Value ($000) $162,261 Shares 825,338 Est. Cost $112.00 Unrealized
QCOM QUALCOMM INC COM 5.1%
Value ($000) $114,265 Shares 573,677 Est. Cost $120.97 Unrealized +50.8%
HD HOME DEPOT INC COM 4.8%
Value ($000) $108,447 Shares 315,034 Est. Cost $245.49 Unrealized +33.4%
INTC INTEL CORP COM 0.9%
Value ($000) $19,287 Shares 622,762 Est. Cost $17.18 Unrealized +89.2%
AAPL APPLE INC COM 0.7%
Value ($000) $16,251 Shares 77,160 Est. Cost $86.91 Unrealized +113.0%
AMD ADVANCED MICRO DEVICES INC COM 0.6%
Value ($000) $13,418 Shares 82,722 Est. Cost $119.38 Unrealized +34.8%
DHR DANAHER CORP DEL COM 0.5%
Value ($000) $11,457 Shares 45,857 Est. Cost $32.11 Unrealized +679.4%
MRK MERCK & CO INC NEW COM 0.3%
Value ($000) $7,698 Shares 62,183 Est. Cost $30.92 Unrealized +293.6%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $5,669 Shares 49,248 Est. Cost $53.90 Unrealized +104.2%
GILD GILEAD SCIENCES 0.2%
Value ($000) $4,755 Shares 69,310 Est. Cost $38.18 Unrealized +65.4%
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $2,850 Shares 15,649 Est. Cost $108.32 Unrealized +54.5%
ADI ANALOG DEVICES 0.1%
Value ($000) $2,845 Shares 12,464 Est. Cost $155.20 Unrealized +33.8%
HUBB HUBBELL INC COM 0.1%
Value ($000) $2,407 Shares 6,587 Est. Cost $76.44 Unrealized +402.3%
PEP PEPSICO INC COM 0.1%
Value ($000) $2,246 Shares 13,620 Est. Cost $68.78 Unrealized +136.0%
KGC KINROSS GOLD CORP COM NO PAR 0.1%
Value ($000) $2,032 Shares 244,279 Est. Cost $5.58 Unrealized +29.8%
MA MASTERCARD INC CL A 0.1%
Value ($000) $1,972 Shares 4,469 Est. Cost $95.98 Unrealized +370.5%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $1,949 Shares 4,791 Est. Cost $157.84 Unrealized +158.9%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $1,767 Shares 37,080 Est. Cost $44.24 Unrealized -7.3%
VERALTO CORP COM 0.1%
Value ($000) $1,429 Shares 14,973 Est. Cost $82.26 Unrealized
WAB WABTEC CORP COM 0.1%
Value ($000) $1,280 Shares 8,100 Est. Cost $55.93 Unrealized +183.3%
FTV FORTIVE CORP 0.1%
Value ($000) $1,129 Shares 15,231 Est. Cost $31.03 Unrealized +85.7%
MODERNA, INC 0.0%
Value ($000) $1,077 Shares 9,070 Est. Cost $125.74 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $1,030 Shares 3,115 Est. Cost $192.23 Unrealized +73.9%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $818 Shares 1,503 Est. Cost $297.69 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $734 Shares 3,800 Est. Cost $138.23 Unrealized +32.9%
WMT WALMART INC COM 0.0%
Value ($000) $695 Shares 10,257 Est. Cost $45.55 Unrealized +36.1%
TMO THERMO FISHER SCIENTIFIC INC C 0.0%
Value ($000) $651 Shares 1,177 Est. Cost $340.16 Unrealized +67.5%
SM SM ENERGY CO COM 0.0%
Value ($000) $623 Shares 14,405 Est. Cost $40.02 Unrealized +16.7%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $578 Shares 1,156 Est. Cost $421.55 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $488 Shares 6,475 Est. Cost $43.41 Unrealized +64.7%
ADBE ADOBE SYS INC COM 0.0%
Value ($000) $421 Shares 758 Est. Cost $109.23 Unrealized +343.3%
NVO NOVO NORDISK A.S. ADR 0.0%
Value ($000) $357 Shares 2,500 Est. Cost $126.38 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $352 Shares 4,000 Est. Cost $42.72 Unrealized +79.8%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $345 Shares 2,790 Est. Cost $98.19 Unrealized +2.9%
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $329 Shares 1,900 Est. Cost $101.61 Unrealized +63.2%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $318 Shares 1,574 Est. Cost $140.88 Unrealized +34.3%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $269 Shares 1,255 Est. Cost $158.37 Unrealized +41.6%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $258 Shares 285 Est. Cost $702.49 Unrealized +12.6%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $258 Shares 11,610 Est. Cost $14.46 Unrealized +48.6%
VNT VONTIER CORP COM 0.0%
Value ($000) $233 Shares 6,090 Est. Cost $32.54 Unrealized +23.9%
EMCOR GROUP INC COM 0.0%
Value ($000) $227 Shares 621 Est. Cost $350.20 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $208 Shares 666 Est. Cost $279.32 Unrealized 0.0%
RSG REPUBLIC SERVICES 0.0%
Value ($000) $208 Shares 1,069 Est. Cost $173.59 Unrealized +6.7%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $204 Shares 611 Est. Cost $311.07 Unrealized +8.9%
ENERGY VAULT HLDGS INC COM 0.0%
Value ($000) $68 Shares 71,725 Est. Cost $15.69 Unrealized
VUZIX CORP 0.0%
Value ($000) $27 Shares 20,000 Est. Cost $1.25 Unrealized
DRAGANFLY INC 0.0%
Value ($000) $4 Shares 16,578 Est. Cost $0.19 Unrealized