Fund HoldingsCAPITAL COUNSEL LLC/NY

Total Portfolio Value
$1.81B
Total Bought
$47.28M
Total Sold
$112.59M
Net Transaction
-$65.31M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
ARISTA NETWORKS, INC.305,186550,240+245,05451,22989,1724.91%+37,943
MICROSOFT CORP COM(MSFT)535,271527,142-8,129154,319179,5139.89%+25,194
ALPHABET INC CL C(GOOG)1,418,3621,401,773-16,589147,510169,5729.34%+22,063
COSTCO WHSL CORP NEW COM(COST)354,612351,844-2,768176,196189,42610.44%+13,230
VISA INC COM CL A(V)811,317810,272-1,045182,920192,42310.60%+9,504
APPLE INC COM(AAPL)81,55481,978+42413,44815,9010.88%+2,453
QUALCOMM INC COM(QCOM)439,923485,894+45,97156,12557,8413.19%+1,715
HOME DEPOT INC COM(HD)324,865314,123-10,74295,87497,5795.38%+1,705
ADVANCED MICRO DEVICES INC COM(AMD)82,72282,72208,1089,4230.52%+1,315
HUBBELL INC COM(HUBB)6,5876,58701,6032,1840.12%+581
MERCK & CO INC NEW COM(MRK)62,18362,18306,6167,1750.40%+560
INTEL CORP COM(INTC)649,731649,697-3421,22721,7261.20%+499
READING INTL INC CL A0113,350+113,35003000.02%+300
ALPHABET INC CL A(GOOG)15,27115,646+3751,5841,8730.10%+289
JPMORGAN CHASE & CO COM(JPM)01,694+1,69402460.01%+246
IONIS PHARMACEUTICALS INC(IONS)40,23040,23001,4381,6510.09%+213
NOVO NORDISK A.S. ADR(NVO)01,250+1,25002020.01%+202
REATA PHARMACEUTICALS INC CL A17,00017,00001,5461,7330.10%+188
CIGNA CORP NEW COM(CI)6,4346,43401,6441,8050.10%+161
EDWARDS LIFESCIENCES4,7505,850+1,1003935520.03%+159
BERKSHIRE HATHAWAY INC4,6174,61701,4261,5740.09%+149
MASTERCARD INC CL A(MA)5,4155,315-1001,9682,0900.12%+123
SIRIUS XM HOLDINGS(SIRI)200,000200,00007949060.05%+112
AMAZON COM INC(AMZN)2,6202,920+3002713810.02%+110
FORTIVE CORP(FTV)15,23115,23101,0381,1390.06%+101
NORFOLK SOUTHERN CORP COM(NSC)9901,255+2652102850.02%+75
WABTEC CORP COM(WAB)8,2008,20008298990.05%+71
ADOBE SYS INC COM(ADBE)869815-543353990.02%+64
SPDR S&P 500 ETF TR TR UNIT(SPY)1,7351,73507107690.04%+59
ENERGY VAULT HLDGS INC COM81,72581,72501752230.01%+48
SM ENERGY CO COM(SM)11,90511,90503353770.02%+41
PEPSICO INC COM(PEP)13,80513,80502,5172,5570.14%+40
WAL-MART STORES INC COM(WMT)3,4193,41905045370.03%+33
KINROSS GOLD CORP COM NO PAR(KGC)322,042322,04201,5171,5360.08%+19
VUZI CORP20,00020,0000831020.01%+19
PROCTER & GAMBLE CO COM(PG)1,8271,82702722770.02%+6
VANGUARD FTSE EUROPE ETF6,0296,02903673720.02%+5
FIDELITY NATL INFORMATION SVCS(FIS)6,4756,47503523540.02%+2
CORNING INC COM(GLW)7,5007,50002652630.01%-2
C H ROBINSON WORLDWIDE INC(CHRW)4,9004,90004874620.03%-25
FLOWERS FOODS INC COM(FLO)11,61011,61003182890.02%-29
ANALOG DEVICES(ADI)12,50312,50302,4662,4360.13%-30
THERMO FISHER SCIENTIFIC INC C(TMO)830798-324784160.02%-62
EXXON MOBIL CORP COM(XOM)48,88148,788-935,3605,2330.29%-128
INTERNATIONAL BUSINESS MACHS C(IBM)3,1481,900-1,2484132540.01%-158
VANGUARD INDEX FDS S&P 500 ETF6750-6752540-254
MODERNA, INC(MRNA)8,2188,21801,2629980.06%-264
AMGEN INC COM1,6250-1,6253930-393
GILEAD SCIENCES(GILD)70,11469,310-8045,8175,3420.29%-476
DANAHER CORP DEL COM(DHR)47,04046,356-68411,85611,1250.61%-731
IDEXX LABS INC COM476,521472,997-3,524238,299237,55313.09%-745
AUTOMATIC DATA PROCESSING INC668,964668,479-485148,931146,9258.10%-2,006
CME GROUP INC COM(CME)774,523780,107+5,584148,337144,5467.96%-3,791
METTLER TOLEDO INTERNATIONAL C(MTD)156,393155,575-818239,314204,05811.24%-35,256
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