Fund HoldingsCAPITAL COUNSEL LLC/NY

Total Portfolio Value
$2.24B
Total Bought
$88.76M
Total Sold
$138.10M
Net Transaction
-$49.34M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ALPHABET INC CL C(GOOG)1,382,7891,365,526-17,263210,543250,46511.18%+39,921
ARISTA NETWORKS, INC.561,546559,260-2,286162,837196,0098.75%+33,172
COSTCO WHSL CORP NEW COM(COST)293,034288,328-4,706214,686245,07610.94%+30,390
QUALCOMM INC COM(QCOM)568,645573,677+5,03296,272114,2655.10%+17,993
MICROSOFT CORP COM(MSFT)518,549516,491-2,058218,164230,84610.31%+12,682
METTLER TOLEDO INTERNATIONAL C(MTD)155,238153,386-1,852206,667214,3719.57%+7,704
APPLE INC COM(AAPL)77,47577,160-31513,28516,2510.73%+2,966
KINROSS GOLD CORP COM NO PAR(KGC)244,279244,27901,4972,0320.09%+535
ALPHABET INC CL A(GOOG)15,74915,649-1002,3772,8500.13%+473
ANALOG DEVICES(ADI)12,50312,464-392,4732,8450.13%+372
AMGEN INC COM(AMGN)0666+66602080.01%+208
VERALTO CORP COM(VLTO)14,97314,97301,3281,4290.06%+102
NVIDIA CORP COM(NVDA)2792,790+2,5112523450.02%+93
WABTEC CORP COM(WAB)8,2008,100-1001,1951,2800.06%+86
WALMART INC COM(WMT)10,25710,25706176950.03%+77
IONIS PHARMACEUTICALS INC(IONS)39,58037,080-2,5001,7161,7670.08%+51
AMAZON COM INC(AMZN)3,8003,80006857340.03%+49
SPDR S&P 500 ETF TR TR UNIT(SPY)1,4741,503+297718180.04%+47
ADOBE SYS INC COM(ADBE)75875803824210.02%+39
ELI LILLY & CO COM(LLY)28528502222580.01%+36
NOVO NORDISK A.S. ADR(NVO)2,5002,50003213570.02%+36
SM ENERGY CO COM(SM)11,90514,405+2,5005936230.03%+29
MODERNA, INC(MRNA)9,9709,070-9001,0621,0770.05%+15
EMCOR GROUP INC COM(EME)62162102172270.01%+9
FIDELITY NATL INFORMATION SVCS(FIS)6,4756,47504804880.02%+8
DANAHER CORP DEL COM(DHR)45,85745,857011,45111,4570.51%+6
VUZIX CORP20,00020,000024270.00%+3
DRAGANFLY INC16,57816,5780340.00%+1
CATERPILLAR INC DEL COM(CAT)61161102242040.01%-20
C H ROBINSON WORLDWIDE INC(CHRW)4,9004,000-9003733520.02%-21
JPMORGAN CHASE & CO COM(JPM)1,7241,574-1503453180.01%-27
FLOWERS FOODS INC COM(FLO)12,17211,610-5622892580.01%-31
INTERNATIONAL BUSINESS MACHS C(IBM)1,9001,90003633290.01%-34
THERMO FISHER SCIENTIFIC INC C(TMO)1,1931,177-166936510.03%-43
VONTIER CORP COM(VNT)6,0906,09002762330.01%-44
REPUBLIC SERVICES(RSG)1,3191,069-2502532080.01%-45
NORFOLK SOUTHERN CORP COM(NSC)1,2551,25503202690.01%-50
EXXON MOBIL CORP COM49,24849,24805,7255,6690.25%-55
ENERGY VAULT HLDGS INC COM71,72571,7250128680.00%-60
BERKSHIRE HATHAWAY INC4,7914,79102,0151,9490.09%-66
VANGUARD INDEX FDS S&P 500 ETF1,3521,156-1966505780.03%-72
CIGNA CORP NEW COM(CI)3,1153,11501,1311,0300.05%-102
PEPSICO INC COM(PEP)13,75913,620-1392,4082,2460.10%-162
FORTIVE CORP(FTV)15,23115,23101,3101,1290.05%-182
CONOCOPHILLIPS(COP)1,7480-1,7482220-222
MASTERCARD INC CL A(MA)4,5694,469-1002,2001,9720.09%-229
GILEAD SCIENCES(GILD)69,31069,31005,0774,7550.21%-322
HUBBELL INC COM(HUBB)6,5876,58702,7342,4070.11%-327
MERCK & CO INC NEW COM(MRK)62,18362,18308,2057,6980.34%-507
SIRIUS XM HOLDINGS(SIRI)200,0000-200,0007760-776
ADVANCED MICRO DEVICES INC COM(AMD)82,72282,722014,93013,4180.60%-1,512
AUTOMATIC DATA PROCESSING INC689,052693,693+4,641172,084165,5787.39%-6,506
INTEL CORP COM(INTC)632,262622,762-9,50027,92719,2870.86%-8,640
HOME DEPOT INC COM(HD)313,811315,034+1,223120,378108,4474.84%-11,931
VISA INC COM CL A(V)806,562808,023+1,461225,095212,0829.47%-13,014
CME GROUP INC COM(CME)820,759825,338+4,579176,701162,2617.24%-14,440
IDEXX LABS INC COM469,555470,099+544253,527229,03210.23%-24,495
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