Fund HoldingsCAPITAL COUNSEL LLC/NY

Total Portfolio Value
$1.80B
Total Bought
$109.61M
Total Sold
$52.39M
Net Transaction
+$57.22M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ARISTA NETWORKS, INC.550,240563,299+13,05989,172103,6085.77%+14,436
AUTOMATIC DATA PROCESSING INC668,479669,576+1,097146,925161,0878.96%+14,162
ALPHABET INC CL C(GOOG)1,401,7731,390,714-11,059169,572183,36610.20%+13,793
CME GROUP INC COM(CME)780,107786,021+5,914144,546157,3778.76%+12,831
COSTCO WHSL CORP NEW COM(COST)351,844352,059+215189,426198,89911.07%+9,473
QUALCOMM INC COM(QCOM)485,894562,876+76,98257,84162,5133.48%+4,672
INTEL CORP COM(INTC)649,697647,072-2,62521,72623,0031.28%+1,278
SPDR S&P 500 ETF TR TR UNIT(SPY)01,984+1,98408480.05%+848
EXXON MOBIL CORP COM48,78848,78805,2335,7360.32%+504
VANGUARD FTSE EUROPE ETF06,029+6,02903490.02%+349
VANGUARD INDEX FDS S&P 500 ETF0834+83403280.02%+328
CONOCOPHILLIPS(COP)01,821+1,82102180.01%+218
DANAHER CORP DEL COM(DHR)46,35645,676-68011,12511,3320.63%+207
IONIS PHARMACEUTICALS INC(IONS)40,23040,23001,6511,8250.10%+174
ALPHABET INC CL A(GOOG)15,64615,246-4001,8731,9950.11%+122
BERKSHIRE HATHAWAY INC4,6174,821+2041,5741,6890.09%+114
SM ENERGY CO COM(SM)11,90511,90503774720.03%+95
MODERNA, INC(MRNA)8,21810,571+2,3539981,0920.06%+93
CIGNA CORP NEW COM(CI)6,4346,43401,8051,8410.10%+35
MASTERCARD INC CL A(MA)5,3155,346+312,0902,1170.12%+26
NOVO NORDISK A.S. ADR(NVO)1,2502,500+1,2502022270.01%+25
ADOBE SYS INC COM(ADBE)81581503994160.02%+17
INTERNATIONAL BUSINESS MACHS C(IBM)1,9001,90002542670.01%+12
WAL-MART STORES INC COM(WMT)3,4193,41905375470.03%+9
FIDELITY NATL INFORMATION SVCS(FIS)6,4756,47503543580.02%+4
JPMORGAN CHASE & CO COM(JPM)1,6941,69402462460.01%-1
SIRIUS XM HOLDINGS(SIRI)200,000200,00009069040.05%-2
AMAZON COM INC(AMZN)2,9202,960+403813760.02%-4
FORTIVE CORP(FTV)15,23115,23101,1391,1300.06%-9
THERMO FISHER SCIENTIFIC INC C(TMO)798803+54164060.02%-10
ENERGY VAULT HLDGS INC COM81,72581,72502232080.01%-15
WABTEC CORP COM(WAB)8,2008,20008998710.05%-28
VUZI CORP20,00020,0000102730.00%-29
FLOWERS FOODS INC COM(FLO)11,61011,61002892580.01%-31
CORNING INC COM(GLW)7,5007,50002632290.01%-34
NORFOLK SOUTHERN CORP COM(NSC)1,2551,25502852470.01%-37
C H ROBINSON WORLDWIDE INC(CHRW)4,9004,90004624220.02%-40
PROCTER & GAMBLE CO COM(PG)1,8271,620-2072772360.01%-41
KINROSS GOLD CORP COM NO PAR(KGC)322,042322,04201,5361,4690.08%-68
HUBBELL INC COM(HUBB)6,5876,58702,1842,0640.11%-120
GILEAD SCIENCES(GILD)69,31069,31005,3425,1940.29%-148
PEPSICO INC COM(PEP)13,80513,80502,5572,3390.13%-218
EDWARDS LIFESCIENCES5,8504,750-1,1005523290.02%-223
ANALOG DEVICES(ADI)12,50312,50302,4362,1890.12%-247
READING INTL INC CL A113,3500-113,3503000-300
VANGUARD FTSE EUROPE ETF6,0290-6,0293720-372
SPDR S&P 500 ETF TR TR UNIT(SPY)1,7350-1,7357690-769
MERCK & CO INC NEW COM(MRK)62,18362,18307,1756,4020.36%-774
ADVANCED MICRO DEVICES INC COM(AMD)82,72282,72209,4238,5050.47%-917
REATA PHARMACEUTICALS INC CL A17,0000-17,0001,7330-1,733
HOME DEPOT INC COM(HD)314,123315,437+1,31497,57995,3125.30%-2,267
APPLE INC COM(AAPL)81,97878,239-3,73915,90113,3950.75%-2,506
VISA INC COM CL A(V)810,272811,772+1,500192,423186,71610.39%-5,708
MICROSOFT CORP COM(MSFT)527,142527,621+479179,513166,5969.27%-12,917
IDEXX LABS INC COM472,997472,270-727237,553206,51011.49%-31,044
METTLER TOLEDO INTERNATIONAL C(MTD)155,575156,064+489204,058172,9309.62%-31,129
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