Fund HoldingsCAPITAL COUNSEL LLC/NY

Total Portfolio Value
$2.26B
Total Bought
$134.80M
Total Sold
$128.00M
Net Transaction
+$6.79M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CME GROUP INC COM(CME)825,560819,948-5,612191,720217,5249.64%+25,804
DONALDSON INC COM(DCI)656,957992,071+335,11444,24666,5282.95%+22,282
VISA INC COM CL A(V)803,173774,068-29,105253,835271,28012.02%+17,445
AUTOMATIC DATA PROCESSING INC688,080683,212-4,868201,422208,7429.25%+7,320
IDEXX LABS INC COM457,815467,009+9,194189,279196,1208.69%+6,841
QUALCOMM INC COM(QCOM)563,617589,507+25,89086,58390,5544.01%+3,971
INTEL CORP COM(INTC)606,562596,976-9,58612,16213,5570.60%+1,396
GILEAD SCIENCES(GILD)68,15268,15206,2957,6360.34%+1,341
KKR & CO INC COM010,239+10,23901,1840.05%+1,184
SPDR S&P 500 ETF TR TR UNIT(SPY)01,658+1,65809270.04%+927
KINROSS GOLD CORP COM NO PAR(KGC)230,782230,78202,1392,9100.13%+771
EXXON MOBIL CORP COM49,27249,227-455,3005,8550.26%+554
BERKSHIRE HATHAWAY INC5,2725,172-1002,3902,7550.12%+365
ISHARES TR 1 3 YR TREAS BD5,97510,175+4,2004908420.04%+352
VANGUARD INDEX FDS S&P 500 ETF0523+52302690.01%+269
AMGEN INC COM(AMGN)0686+68602140.01%+214
CORTEVA INC COM(CTVA)03,179+3,17902000.01%+200
ELI LILLY & CO COM(LLY)292462+1702253820.02%+156
JPMORGAN CHASE & CO COM(JPM)1,5602,109+5493745170.02%+143
WALMART INC COM(WMT)10,08211,422+1,3409111,0030.04%+92
INTERNATIONAL BUSINESS MACHS C(IBM)1,9001,90004184720.02%+55
REPUBLIC SERVICES(RSG)1,0691,013-562152450.01%+30
NVIDIA CORP COM(NVDA)3,0854,005+9204144340.02%+20
NORFOLK SOUTHERN CORP COM(NSC)1,2151,21502852880.01%+3
C H ROBINSON WORLDWIDE INC(CHRW)4,0004,00004134100.02%-4
CORNING INC COM(GLW)5,0005,00002382290.01%-9
FLOWERS FOODS INC COM(FLO)11,61011,61002402210.01%-19
CATERPILLAR INC DEL COM(CAT)61161102222020.01%-20
VONTIER CORP COM(VNT)6,0906,09002222000.01%-22
FORTIVE CORP(FTV)15,23115,23101,1421,1150.05%-28
PEPSICO INC COM(PEP)13,47013,47002,0482,0200.09%-29
VUZIX CORP20,00020,000079410.00%-38
FIDELITY NATL INFORMATION SVCS(FIS)6,4756,47505234840.02%-39
THERMO FISHER SCIENTIFIC INC C(TMO)1,1771,127-506125610.02%-52
ADOBE SYS INC COM(ADBE)758734-243372820.01%-56
AMAZON COM INC(AMZN)3,6283,844+2167967310.03%-65
VERALTO CORP COM(VLTO)14,95014,895-551,5231,4520.06%-71
WABTEC CORP COM(WAB)8,0508,000-501,5261,4510.06%-75
SM ENERGY CO COM(SM)11,90511,90504613570.02%-105
ENERGY VAULT HLDGS INC COM71,72571,7250164500.00%-114
MODERNA, INC(MRNA)8,7408,727-133632470.01%-116
ANALOG DEVICES(ADI)12,34912,34902,6242,4900.11%-133
IONIS PHARMACEUTICALS INC(IONS)37,08037,08001,2961,1190.05%-178
NOVO NORDISK A.S. ADR(NVO)2,5410-2,5412190-219
EMCOR GROUP INC COM(EME)6210-6212820-282
MASTERCARD INC CL A(MA)4,0413,356-6852,1281,8390.08%-288
VANGUARD INDEX FDS S&P 500 ETF8230-8234430-443
ALPHABET INC CL A(GOOG)14,96415,003+392,8332,3200.10%-513
HUBBELL INC COM(HUBB)6,5876,58702,7592,1800.10%-580
MERCK & CO INC NEW COM(MRK)62,18162,108-736,1865,5750.25%-611
SPDR S&P 500 ETF TR TR UNIT(SPY)1,7880-1,7881,0480-1,048
DANAHER CORP DEL COM(DHR)45,52045,385-13510,4499,3040.41%-1,145
ADVANCED MICRO DEVICES INC COM(AMD)82,72282,797+759,9928,5070.38%-1,485
APPLE INC COM(AAPL)76,49374,086-2,40719,15516,4570.73%-2,699
COSTCO WHSL CORP NEW COM(COST)268,761257,469-11,292246,258243,50910.79%-2,749
METTLER TOLEDO INTERNATIONAL C(MTD)152,621150,959-1,662186,759178,2697.90%-8,490
HOME DEPOT INC COM(HD)314,095310,089-4,006122,180113,6445.03%-8,535
MICROSOFT CORP COM(MSFT)514,153514,371+218216,716193,0908.55%-23,626
ALPHABET INC CL C(GOOG)1,334,7201,318,393-16,327254,184205,9739.12%-48,212
ARISTA NETWORKS, INC.(ANET)2,215,9252,226,011+10,086244,926172,4717.64%-72,455
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