CAPITAL COUNSEL LLC/NY 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
CC
CAPITAL COUNSEL LLC/NY
Institutional Filer 10.24%$2.35B62

Current Portfolio Holdings

Showing all 62 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1GOOGAlphabet Inc.Technology1.0M$297.2M12.64%
2ANETArista Networks, Inc.Technology2.0M$242.7M10.33%
3COSTCostco Wholesale CorporationConsumer Defensive238K$237.6M10.11%
4NaNIDEXX LABS INC COM420K$236.1M10.04%
5NaNCME GROUP INC COM798K$235.6M10.02%
6NaNVISA INC COM CL A737K$222.6M9.47%
7MSFTMicrosoft CorporationTechnology492K$182.0M7.74%
8MTDMettler-Toledo International Inc.Healthcare139K$175.8M7.48%
9ADPAutomatic Data Processing, Inc.Industrials676K$137.3M5.84%
10HDThe Home Depot, Inc.Consumer Cyclical283K$93.1M3.96%
11DCIDonaldson Company, Inc.Industrials952K$80.8M3.44%
12QCOMQUALCOMM IncorporatedTechnology520K$67.0M2.85%
13INTCIntel CorporationTechnology583K$25.7M1.09%
14AAPLApple Inc.Technology76K$19.3M0.82%
15AMDAdvanced Micro Devices, Inc.Technology83K$16.8M0.72%
Showing 1 to 15 of 62 holdings