CAPITAL COUNSEL LLC/NY Diversified Active

Location: New York, NY

CIK: 0001114928 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value: $2.34B (100.0% shares, 0.0% debt)

Holdings (55)

GOOG ALPHABET INC CL C 10.9%
Value $254M Shares 1,334,720 Est. Cost $107.16 Unrealized +63.9%
VISA INC COM CL A 10.8%
Value $254M Shares 803,173 Est. Cost $80.15 Unrealized
COST COSTCO WHSL CORP NEW COM 10.5%
Value $246M Shares 268,761 Est. Cost $170.50 Unrealized +441.1%
ANET ARISTA NETWORKS, INC. 10.5%
Value $245M Shares 2,215,925 Est. Cost $102.84 Unrealized 0.0%
MSFT MICROSOFT CORP COM 9.3%
Value $217M Shares 514,153 Est. Cost $156.21 Unrealized +170.4%
ADP AUTOMATIC DATA PROCESSING INC 8.6%
Value $201M Shares 688,080 Est. Cost $57.08 Unrealized +404.4%
CME GROUP INC COM 8.2%
Value $192M Shares 825,560 Est. Cost $112.00 Unrealized
IDEXX LABS INC COM 8.1%
Value $189M Shares 457,815 Est. Cost $100.60 Unrealized
MTD METTLER TOLEDO INTERNATIONAL C 8.0%
Value $187M Shares 152,621 Est. Cost $224.72 Unrealized +480.6%
HD HOME DEPOT INC COM 5.2%
Value $122M Shares 314,095 Est. Cost $245.49 Unrealized +61.8%
QCOM QUALCOMM INC COM 3.7%
Value $86.58M Shares 563,617 Est. Cost $121.80 Unrealized +31.0%
DCI DONALDSON INC COM 1.9%
Value $44.25M Shares 656,957 Est. Cost $71.93 Unrealized +0.4%
AAPL APPLE INC COM 0.8%
Value $19.16M Shares 76,493 Est. Cost $86.91 Unrealized +169.8%
INTC INTEL CORP COM 0.5%
Value $12.16M Shares 606,562 Est. Cost $17.18 Unrealized +31.2%
DHR DANAHER CORP DEL COM 0.4%
Value $10.45M Shares 45,520 Est. Cost $32.11 Unrealized +659.8%
AMD ADVANCED MICRO DEVICES INC COM 0.4%
Value $9.992M Shares 82,722 Est. Cost $119.38 Unrealized +20.5%
GILD GILEAD SCIENCES 0.3%
Value $6.295M Shares 68,152 Est. Cost $38.18 Unrealized +127.9%
MRK MERCK & CO INC NEW COM 0.3%
Value $6.186M Shares 62,181 Est. Cost $30.92 Unrealized +219.2%
XOM EXXON MOBIL CORP COM 0.2%
Value $5.3M Shares 49,272 Est. Cost $53.90 Unrealized +108.4%
GOOGL ALPHABET INC CL A 0.1%
Value $2.833M Shares 14,964 Est. Cost $112.53 Unrealized +54.8%
HUBB HUBBELL INC COM 0.1%
Value $2.759M Shares 6,587 Est. Cost $76.44 Unrealized +475.2%
ADI ANALOG DEVICES 0.1%
Value $2.624M Shares 12,349 Est. Cost $155.20 Unrealized +39.7%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value $2.39M Shares 5,272 Est. Cost $182.30 Unrealized +153.3%
KGC KINROSS GOLD CORP COM NO PAR 0.1%
Value $2.139M Shares 230,782 Est. Cost $5.58 Unrealized +76.8%
MA MASTERCARD INC CL A 0.1%
Value $2.128M Shares 4,041 Est. Cost $95.98 Unrealized +436.2%
PEP PEPSICO INC COM 0.1%
Value $2.048M Shares 13,470 Est. Cost $68.78 Unrealized +127.6%
WAB WABTEC CORP COM 0.1%
Value $1.526M Shares 8,050 Est. Cost $55.93 Unrealized +244.2%
VERALTO CORP COM 0.1%
Value $1.523M Shares 14,950 Est. Cost $82.26 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.1%
Value $1.296M Shares 37,080 Est. Cost $44.24 Unrealized -15.5%
FTV FORTIVE CORP 0.0%
Value $1.142M Shares 15,231 Est. Cost $31.03 Unrealized +84.0%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value $1.048M Shares 1,788 Est. Cost $348.33 Unrealized
WMT WALMART INC COM 0.0%
Value $911K Shares 10,082 Est. Cost $45.55 Unrealized +88.4%
AMZN AMAZON COM INC 0.0%
Value $796K Shares 3,628 Est. Cost $138.23 Unrealized +48.0%
TMO THERMO FISHER SCIENTIFIC INC C 0.0%
Value $612K Shares 1,177 Est. Cost $340.16 Unrealized +61.0%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value $523K Shares 6,475 Est. Cost $43.41 Unrealized +93.3%
SHY ISHARES TR 1 3 YR TREAS BD 0.0%
Value $490K Shares 5,975 Est. Cost $81.98 Unrealized
SM SM ENERGY CO COM 0.0%
Value $461K Shares 11,905 Est. Cost $40.02 Unrealized +1.1%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value $443K Shares 823 Est. Cost $426.53 Unrealized
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value $418K Shares 1,900 Est. Cost $102.56 Unrealized +110.9%
NVDA NVIDIA CORP COM 0.0%
Value $414K Shares 3,085 Est. Cost $100.09 Unrealized +37.7%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value $413K Shares 4,000 Est. Cost $42.72 Unrealized +145.4%
JPM JPMORGAN CHASE & CO COM 0.0%
Value $374K Shares 1,560 Est. Cost $142.31 Unrealized +60.2%
MODERNA, INC 0.0%
Value $363K Shares 8,740 Est. Cost $125.74 Unrealized
ADBE ADOBE SYS INC COM 0.0%
Value $337K Shares 758 Est. Cost $109.23 Unrealized +353.3%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value $285K Shares 1,215 Est. Cost $158.37 Unrealized +56.9%
EMCOR GROUP INC COM 0.0%
Value $282K Shares 621 Est. Cost $350.20 Unrealized
FLO FLOWERS FOODS INC COM 0.0%
Value $240K Shares 11,610 Est. Cost $14.46 Unrealized +41.1%
GLW CORNING INC COM 0.0%
Value $238K Shares 5,000 Est. Cost $40.86 Unrealized +13.4%
LLY ELI LILLY & CO COM 0.0%
Value $225K Shares 292 Est. Cost $707.00 Unrealized +16.1%
VNT VONTIER CORP COM 0.0%
Value $222K Shares 6,090 Est. Cost $32.54 Unrealized +13.4%
CAT CATERPILLAR INC DEL COM 0.0%
Value $222K Shares 611 Est. Cost $311.07 Unrealized +22.7%
NVO NOVO NORDISK A.S. ADR 0.0%
Value $219K Shares 2,541 Est. Cost $126.27 Unrealized
RSG REPUBLIC SERVICES 0.0%
Value $215K Shares 1,069 Est. Cost $173.59 Unrealized +17.7%
ENERGY VAULT HLDGS INC COM 0.0%
Value $164K Shares 71,725 Est. Cost $15.69 Unrealized
VUZIX CORP 0.0%
Value $78,800 Shares 20,000 Est. Cost $1.25 Unrealized