CAPITAL COUNSEL LLC/NY Diversified Active

CIK: 0001114928 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 13, 2024

Total Value ($000): $2,324,835 (100.0% shares, 0.0% debt)

Holdings (55)

COST COSTCO WHSL CORP NEW COM 10.8%
Value ($000) $252,150 Shares 284,427 Est. Cost $170.50 Unrealized +405.5%
IDEXX LABS INC COM 10.2%
Value ($000) $238,049 Shares 471,179 Est. Cost $100.60 Unrealized
MTD METTLER TOLEDO INTERNATIONAL C 9.9%
Value ($000) $229,570 Shares 153,077 Est. Cost $224.72 Unrealized +524.6%
GOOG ALPHABET INC CL C 9.7%
Value ($000) $225,430 Shares 1,348,345 Est. Cost $107.16 Unrealized +57.0%
VISA INC COM CL A 9.6%
Value ($000) $223,707 Shares 813,630 Est. Cost $80.15 Unrealized
MSFT MICROSOFT CORP COM 9.5%
Value ($000) $221,808 Shares 515,472 Est. Cost $156.21 Unrealized +170.8%
ARISTA NETWORKS, INC. 9.2%
Value ($000) $213,529 Shares 556,327 Est. Cost $136.22 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 8.2%
Value ($000) $191,640 Shares 692,516 Est. Cost $57.08 Unrealized +344.1%
CME GROUP INC COM 7.9%
Value ($000) $182,990 Shares 829,324 Est. Cost $112.00 Unrealized
HD HOME DEPOT INC COM 5.5%
Value ($000) $127,772 Shares 315,331 Est. Cost $245.49 Unrealized +43.6%
QCOM QUALCOMM INC COM 4.3%
Value ($000) $99,198 Shares 583,346 Est. Cost $121.80 Unrealized +40.5%
AAPL APPLE INC COM 0.8%
Value ($000) $18,083 Shares 77,610 Est. Cost $86.91 Unrealized +155.4%
INTC INTEL CORP COM 0.6%
Value ($000) $14,305 Shares 609,762 Est. Cost $17.18 Unrealized +44.9%
AMD ADVANCED MICRO DEVICES INC COM 0.6%
Value ($000) $13,573 Shares 82,722 Est. Cost $119.38 Unrealized +27.3%
DHR DANAHER CORP DEL COM 0.5%
Value ($000) $12,703 Shares 45,690 Est. Cost $32.11 Unrealized +717.3%
DCI DONALDSON INC COM 0.4%
Value ($000) $8,218 Shares 111,500 Est. Cost $70.60 Unrealized 0.0%
MRK MERCK & CO INC NEW COM 0.3%
Value ($000) $7,064 Shares 62,206 Est. Cost $30.92 Unrealized +265.3%
GILD GILEAD SCIENCES 0.2%
Value ($000) $5,811 Shares 69,310 Est. Cost $38.18 Unrealized +91.4%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $5,776 Shares 49,272 Est. Cost $53.90 Unrealized +104.1%
ADI ANALOG DEVICES 0.1%
Value ($000) $2,869 Shares 12,464 Est. Cost $155.20 Unrealized +41.8%
HUBB HUBBELL INC COM 0.1%
Value ($000) $2,822 Shares 6,587 Est. Cost $76.44 Unrealized +393.9%
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $2,797 Shares 16,864 Est. Cost $112.53 Unrealized +48.2%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $2,413 Shares 5,242 Est. Cost $182.30 Unrealized +142.6%
PEP PEPSICO INC COM 0.1%
Value ($000) $2,303 Shares 13,545 Est. Cost $68.78 Unrealized +136.9%
KGC KINROSS GOLD CORP COM NO PAR 0.1%
Value ($000) $2,286 Shares 244,279 Est. Cost $5.58 Unrealized +61.0%
MA MASTERCARD INC CL A 0.1%
Value ($000) $2,182 Shares 4,419 Est. Cost $95.98 Unrealized +381.0%
VERALTO CORP COM 0.1%
Value ($000) $1,675 Shares 14,973 Est. Cost $82.26 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $1,485 Shares 37,080 Est. Cost $44.24 Unrealized +5.2%
WAB WABTEC CORP COM 0.1%
Value ($000) $1,472 Shares 8,100 Est. Cost $55.93 Unrealized +191.4%
FTV FORTIVE CORP 0.1%
Value ($000) $1,202 Shares 15,231 Est. Cost $31.03 Unrealized +76.2%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $846 Shares 1,474 Est. Cost $297.69 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $828 Shares 10,257 Est. Cost $45.55 Unrealized +59.1%
TMO THERMO FISHER SCIENTIFIC INC C 0.0%
Value ($000) $728 Shares 1,177 Est. Cost $340.16 Unrealized +73.2%
AMZN AMAZON COM INC 0.0%
Value ($000) $713 Shares 3,828 Est. Cost $138.23 Unrealized +32.0%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value ($000) $640 Shares 1,213 Est. Cost $426.53 Unrealized
MODERNA, INC 0.0%
Value ($000) $606 Shares 9,070 Est. Cost $125.74 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $542 Shares 6,475 Est. Cost $43.41 Unrealized +76.5%
SM SM ENERGY CO COM 0.0%
Value ($000) $476 Shares 11,905 Est. Cost $40.02 Unrealized +3.5%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $441 Shares 4,000 Est. Cost $42.72 Unrealized +120.2%
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value ($000) $425 Shares 1,921 Est. Cost $102.56 Unrealized +84.2%
ADBE ADOBE SYS INC COM 0.0%
Value ($000) $392 Shares 758 Est. Cost $109.23 Unrealized +402.1%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $375 Shares 3,085 Est. Cost $100.09 Unrealized +18.0%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $339 Shares 1,610 Est. Cost $142.31 Unrealized +44.0%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $312 Shares 1,255 Est. Cost $158.37 Unrealized +47.1%
NVO NOVO NORDISK A.S. ADR 0.0%
Value ($000) $303 Shares 2,541 Est. Cost $126.27 Unrealized
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $268 Shares 11,610 Est. Cost $14.46 Unrealized +44.0%
EMCOR GROUP INC COM 0.0%
Value ($000) $267 Shares 621 Est. Cost $350.20 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value ($000) $259 Shares 292 Est. Cost $707.00 Unrealized +25.9%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $239 Shares 611 Est. Cost $311.07 Unrealized +8.9%
GLW CORNING INC COM 0.0%
Value ($000) $226 Shares 5,000 Est. Cost $40.86 Unrealized 0.0%
RSG REPUBLIC SERVICES 0.0%
Value ($000) $215 Shares 1,069 Est. Cost $173.59 Unrealized +14.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $215 Shares 666 Est. Cost $279.32 Unrealized +12.1%
VNT VONTIER CORP COM 0.0%
Value ($000) $205 Shares 6,090 Est. Cost $32.54 Unrealized +9.2%
ENERGY VAULT HLDGS INC COM 0.0%
Value ($000) $69 Shares 71,725 Est. Cost $15.69 Unrealized
VUZIX CORP 0.0%
Value ($000) $23 Shares 20,000 Est. Cost $1.25 Unrealized