CAPITAL COUNSEL LLC/NY Diversified Active

Location: New York, NY

CIK: 0001114928 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $2.351B (100.0% shares, 0.0% debt)

Holdings (62)

GOOG ALPHABET INC CL C 12.6%
Value $297M Shares 1,036,112 Est. Cost $107.16 Unrealized +202.0%
ANET ARISTA NETWORKS, INC. 10.3%
Value $243M Shares 1,976,826 Est. Cost $102.84 Unrealized +31.3%
COST COSTCO WHSL CORP NEW COM 10.1%
Value $238M Shares 238,454 Est. Cost $170.50 Unrealized +465.3%
IDEXX LABS INC COM 10.0%
Value $236M Shares 420,195 Est. Cost $106.89 Unrealized
CME GROUP INC COM 10.0%
Value $236M Shares 797,692 Est. Cost $114.52 Unrealized
VISA INC COM CL A 9.5%
Value $223M Shares 736,547 Est. Cost $80.15 Unrealized
MSFT MICROSOFT CORP COM 7.7%
Value $182M Shares 491,604 Est. Cost $160.52 Unrealized +170.8%
MTD METTLER TOLEDO INTERNATIONAL C 7.5%
Value $176M Shares 139,384 Est. Cost $224.72 Unrealized +528.9%
ADP AUTOMATIC DATA PROCESSING INC 5.8%
Value $137M Shares 675,658 Est. Cost $68.71 Unrealized +250.5%
HD HOME DEPOT INC COM 4.0%
Value $93.09M Shares 283,057 Est. Cost $245.49 Unrealized +53.6%
DCI DONALDSON INC COM 3.4%
Value $80.81M Shares 952,104 Est. Cost $70.63 Unrealized +44.3%
QCOM QUALCOMM INC COM 2.9%
Value $66.99M Shares 520,199 Est. Cost $123.47 Unrealized +24.6%
INTC INTEL CORP COM 1.1%
Value $25.73M Shares 583,083 Est. Cost $17.42 Unrealized +166.5%
AAPL APPLE INC COM 0.8%
Value $19.34M Shares 76,217 Est. Cost $100.95 Unrealized +160.4%
AMD ADVANCED MICRO DEVICES INC COM 0.7%
Value $16.84M Shares 82,797 Est. Cost $119.38 Unrealized +85.7%
KGC KINROSS GOLD CORP COM NO PAR 0.5%
Value $11.81M Shares 386,892 Est. Cost $9.20 Unrealized +267.3%
GILD GILEAD SCIENCES 0.4%
Value $9.606M Shares 68,928 Est. Cost $39.19 Unrealized +253.1%
DHR DANAHER CORP DEL COM 0.4%
Value $8.705M Shares 45,912 Est. Cost $32.11 Unrealized +599.7%
MRK MERCK & CO INC NEW COM 0.3%
Value $7.604M Shares 63,213 Est. Cost $31.74 Unrealized +260.0%
TECH BIO-TECHNE CORP 0.2%
Value $3.859M Shares 73,850 Est. Cost $53.45 Unrealized +19.9%
IONS IONIS PHARMACEUTICALS INC 0.2%
Value $3.723M Shares 49,580 Est. Cost $41.23 Unrealized +98.4%
GOOGL ALPHABET INC CL A 0.2%
Value $3.684M Shares 12,811 Est. Cost $112.53 Unrealized +187.3%
HUBB HUBBELL INC COM 0.1%
Value $3.233M Shares 6,587 Est. Cost $76.44 Unrealized +548.0%
ADI ANALOG DEVICES 0.1%
Value $2.974M Shares 9,349 Est. Cost $155.20 Unrealized +103.7%
JEF JEFFERIES FINANCIAL GROUP INC. 0.1%
Value $2.836M Shares 68,723 Est. Cost $58.82 Unrealized 0.0%
PEP PEPSICO INC COM 0.1%
Value $2.092M Shares 13,470 Est. Cost $68.78 Unrealized +125.0%
WAB WABTEC CORP COM 0.1%
Value $1.999M Shares 8,000 Est. Cost $55.93 Unrealized +327.2%
SHY ISHARES TR 1-3 YR TR BD ETF 0.1%
Value $1.689M Shares 20,450 Est. Cost $82.55 Unrealized
MA MASTERCARD INC CL A 0.1%
Value $1.518M Shares 3,038 Est. Cost $95.98 Unrealized +461.6%
VERALTO CORP COM 0.1%
Value $1.318M Shares 14,910 Est. Cost $82.26 Unrealized
WMT WALMART INC COM 0.1%
Value $1.297M Shares 10,440 Est. Cost $52.41 Unrealized +132.8%
NVDA NVIDIA CORP COM 0.0%
Value $890K Shares 5,102 Est. Cost $126.81 Unrealized +47.2%
FTV FORTIVE CORP 0.0%
Value $842K Shares 15,231 Est. Cost $31.03 Unrealized +81.0%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value $759K Shares 1,167 Est. Cost $348.33 Unrealized
KKR & CO INC COM 0.0%
Value $734K Shares 7,936 Est. Cost $115.61 Unrealized
GLW CORNING INC COM 0.0%
Value $680K Shares 5,000 Est. Cost $40.86 Unrealized +173.3%
XOM EXXON MOBIL CORP COM 0.0%
Value $676K Shares 3,987 Est. Cost $53.90 Unrealized +157.4%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value $664K Shares 4,000 Est. Cost $42.72 Unrealized +324.4%
BRK/B BERKSHIRE HATHAWAY INC 0.0%
Value $642K Shares 1,339 Est. Cost $188.54 Unrealized +161.7%
IBM INTERNATIONAL BUSINESS MACHS C 0.0%
Value $533K Shares 2,198 Est. Cost $123.48 Unrealized +129.9%
AMZN AMAZON COM INC 0.0%
Value $510K Shares 2,448 Est. Cost $142.66 Unrealized +59.0%
EMCOR GROUP INC COM 0.0%
Value $483K Shares 654 Est. Cost $534.89 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value $464K Shares 1,579 Est. Cost $179.32 Unrealized +73.7%
CAT CATERPILLAR INC DEL COM 0.0%
Value $433K Shares 611 Est. Cost $311.07 Unrealized +120.0%
TMO THERMO FISHER SCIENTIFIC INC C 0.0%
Value $391K Shares 796 Est. Cost $340.16 Unrealized +68.9%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.0%
Value $378K Shares 633 Est. Cost $475.65 Unrealized
SM SM ENERGY CO COM 0.0%
Value $371K Shares 11,905 Est. Cost $40.02 Unrealized -50.3%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value $327K Shares 1,140 Est. Cost $158.37 Unrealized +88.3%
INTU INTUIT COM 0.0%
Value $321K Shares 742 Est. Cost $719.44 Unrealized -30.8%
MODERNA, INC 0.0%
Value $315K Shares 6,202 Est. Cost $50.80 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value $300K Shares 6,400 Est. Cost $43.41 Unrealized +29.8%
CORTEVA INC COM 0.0%
Value $266K Shares 3,179 Est. Cost $62.93 Unrealized
AVGO BROADCOM LTD 0.0%
Value $248K Shares 800 Est. Cost $215.92 Unrealized +54.8%
TSM TAIWAN SEMICONDUCTOR MFG CO 0.0%
Value $236K Shares 699 Est. Cost $303.89 Unrealized
AMGN AMGEN INC COM 0.0%
Value $234K Shares 666 Est. Cost $315.95 Unrealized +10.7%
INVESCO QQQ TR UNIT SER 1 0.0%
Value $230K Shares 398 Est. Cost $551.64 Unrealized
ENERGY VAULT HLDGS INC COM 0.0%
Value $217K Shares 65,625 Est. Cost $15.69 Unrealized
VNT VONTIER CORP COM 0.0%
Value $216K Shares 6,090 Est. Cost $32.54 Unrealized +20.6%
RAL RALLIANT CORP COM 0.0%
Value $211K Shares 5,076 Est. Cost $49.24 Unrealized -0.1%
RSG REPUBLIC SERVICES 0.0%
Value $201K Shares 919 Est. Cost $173.59 Unrealized +24.8%
FLO FLOWERS FOODS INC COM 0.0%
Value $94,621 Shares 11,610 Est. Cost $14.46 Unrealized -25.1%
VUZIX CORP 0.0%
Value $46,200 Shares 20,000 Est. Cost $1.25 Unrealized