Fund HoldingsCAPITAL COUNSEL LLC/NY

Total Portfolio Value
$2.18B
Total Bought
$124.89M
Total Sold
$69.36M
Net Transaction
+$55.53M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ARISTA NETWORKS, INC.558,721561,546+2,825131,584162,8377.48%+31,253
MICROSOFT CORP COM(MSFT)519,440518,549-891195,330218,16410.02%+22,834
QUALCOMM INC COM(QCOM)540,817568,645+27,82878,21896,2724.42%+18,053
METTLER TOLEDO INTERNATIONAL C(MTD)155,839155,238-601189,026206,6679.50%+17,640
ALPHABET INC CL C(GOOG)1,371,6031,382,789+11,186193,300210,5439.67%+17,243
VISA INC COM CL A(V)804,597806,562+1,965209,477225,09510.34%+15,618
AUTOMATIC DATA PROCESSING INC674,465689,052+14,587157,130172,0847.91%+14,954
HOME DEPOT INC COM(HD)312,459313,811+1,352108,283120,3785.53%+12,095
CME GROUP INC COM(CME)784,595820,759+36,164165,236176,7018.12%+11,465
ADVANCED MICRO DEVICES INC COM(AMD)82,72282,722012,19414,9300.69%+2,736
MERCK & CO INC NEW COM(MRK)62,18362,18306,7798,2050.38%+1,426
DANAHER CORP DEL COM(DHR)45,65745,857+20010,56211,4510.53%+889
EXXON MOBIL CORP COM48,78849,248+4604,8785,7250.26%+847
HUBBELL INC COM(HUBB)6,5876,58702,1672,7340.13%+567
AMAZON COM INC(AMZN)2,4903,800+1,3103786850.03%+307
BERKSHIRE HATHAWAY INC4,8014,791-101,7122,0150.09%+302
THERMO FISHER SCIENTIFIC INC C(TMO)7481,193+4453976930.03%+296
REPUBLIC SERVICES(RSG)01,319+1,31902530.01%+253
NVIDIA CORP COM(NVDA)0279+27902520.01%+252
ALPHABET INC CL A(GOOG)15,24615,749+5032,1302,3770.11%+247
CATERPILLAR INC DEL COM(CAT)0611+61102240.01%+224
ELI LILLY & CO COM(LLY)0285+28502220.01%+222
VANGUARD INDEX FDS S&P 500 ETF9841,352+3684306500.03%+220
EMCOR GROUP INC COM(EME)0621+62102170.01%+217
FORTIVE CORP(FTV)15,23115,23101,1211,3100.06%+189
WABTEC CORP COM(WAB)8,2008,20001,0411,1950.05%+154
SM ENERGY CO COM(SM)11,90511,90504615930.03%+133
JPMORGAN CHASE & CO COM(JPM)1,2841,724+4402183450.02%+127
VERALTO CORP COM(VLTO)14,97314,97301,2321,3280.06%+96
FIDELITY NATL INFORMATION SVCS(FIS)6,4756,47503894800.02%+91
WAL-MART STORES INC COM(WMT)3,41910,257+6,8385396170.03%+78
PEPSICO INC COM(PEP)13,75913,75902,3372,4080.11%+71
VONTIER CORP COM(VNT)6,0906,09002102760.01%+66
NOVO NORDISK A.S. ADR(NVO)2,5002,50002593210.01%+62
INTERNATIONAL BUSINESS MACHS C(IBM)1,9001,90003113630.02%+52
MODERNA, INC(MRNA)10,4019,970-4311,0341,0620.05%+28
FLOWERS FOODS INC COM(FLO)11,61012,172+5622612890.01%+28
MASTERCARD INC CL A(MA)5,0964,569-5272,1732,2000.10%+27
NORFOLK SOUTHERN CORP COM(NSC)1,2551,25502973200.01%+23
CONOCOPHILLIPS(COP)1,8121,748-642102220.01%+12
DRAGONFLY INC016,578+16,578030.00%+3
ANALOG DEVICES(ADI)12,50312,50302,4832,4730.11%-10
VUZI CORP20,00020,000042240.00%-17
C H ROBINSON WORLDWIDE INC(CHRW)4,9004,90004233730.02%-50
ENERGY VAULT HLDGS INC COM81,72571,725-10,0001901280.01%-62
ADOBE SYS INC COM(ADBE)801758-434783820.02%-95
CIGNA CORP NEW COM(CI)4,2093,115-1,0941,2601,1310.05%-129
SPDR S&P 500 ETF TR TR UNIT(SPY)1,9841,474-5109437710.04%-172
CORNING INC COM(GLW)7,5000-7,5002280-228
VANGUARD FTSE EUROPE ETF4,5000-4,5002900-290
IONIS PHARMACEUTICALS INC(IONS)40,08039,580-5002,0281,7160.08%-312
SIRIUS XM HOLDINGS(SIRI)200,000200,00001,0947760.04%-318
KINROSS GOLD CORP COM NO PAR(KGC)308,545244,279-64,2661,8671,4970.07%-369
GILEAD SCIENCES(GILD)69,31069,31005,6155,0770.23%-538
APPLE INC COM(AAPL)77,98577,475-51015,01413,2850.61%-1,729
INTEL CORP COM(INTC)644,762632,262-12,50032,39927,9271.28%-4,472
IDEXX LABS INC COM469,900469,555-345260,818253,52711.65%-7,291
COSTCO WHSL CORP NEW COM(COST)345,491293,034-52,457228,052214,6869.86%-13,366
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