Fund HoldingsCAPITAL COUNSEL LLC/NY

Total Portfolio Value
$2.03B
Total Bought
$5.83M
Total Sold
$239.67M
Net Transaction
-$233.84M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
IDEXX LABS INC COM472,270469,900-2,370206,510260,81812.82%+54,308
COSTCO WHSL CORP NEW COM(COST)352,059345,491-6,568198,899228,05211.21%+29,153
MICROSOFT CORP COM(MSFT)527,621519,440-8,181166,596195,3309.60%+28,734
ARISTA NETWORKS, INC.563,299558,721-4,578103,608131,5846.47%+27,977
VISA INC COM CL A(V)811,772804,597-7,175186,716209,47710.30%+22,761
METTLER TOLEDO INTERNATIONAL C(MTD)156,064155,839-225172,930189,0269.29%+16,097
QUALCOMM INC COM(QCOM)562,876540,817-22,05962,51378,2183.84%+15,705
HOME DEPOT INC COM(HD)315,437312,459-2,97895,312108,2835.32%+12,970
ALPHABET INC CL C(GOOG)1,390,7141,371,603-19,111183,366193,3009.50%+9,934
INTEL CORP COM(INTC)647,072644,762-2,31023,00332,3991.59%+9,396
CME GROUP INC COM(CME)786,021784,595-1,426157,377165,2368.12%+7,859
ADVANCED MICRO DEVICES INC COM(AMD)82,72282,72208,50512,1940.60%+3,689
APPLE INC COM(AAPL)78,23977,985-25413,39515,0140.74%+1,619
VERALTO CORP COM(VLTO)014,973+14,97301,2320.06%+1,232
VANGUARD INDEX FDS S&P 500 ETF0984+98404300.02%+430
GILEAD SCIENCES(GILD)69,31069,31005,1945,6150.28%+421
KINROSS GOLD CORP COM NO PAR(KGC)322,042308,545-13,4971,4691,8670.09%+398
MERCK & CO INC NEW COM(MRK)62,18362,18306,4026,7790.33%+377
ANALOG DEVICES(ADI)12,50312,50302,1892,4830.12%+293
VONTIER CORP COM(VNT)06,090+6,09002100.01%+210
IONIS PHARMACEUTICALS INC(IONS)40,23040,080-1501,8252,0280.10%+203
SIRIUS XM HOLDINGS(SIRI)200,000200,00009041,0940.05%+190
WABTEC CORP COM(WAB)8,2008,20008711,0410.05%+169
ALPHABET INC CL A(GOOG)15,24615,24601,9952,1300.10%+135
HUBBELL INC COM(HUBB)6,5876,58702,0642,1670.11%+102
SPDR S&P 500 ETF TR TR UNIT(SPY)1,9841,98408489430.05%+95
ADOBE SYS INC COM(ADBE)815801-144164780.02%+62
MASTERCARD INC CL A(MA)5,3465,096-2502,1172,1730.11%+57
NORFOLK SOUTHERN CORP COM(NSC)1,2551,25502472970.01%+50
INTERNATIONAL BUSINESS MACHS C(IBM)1,9001,90002673110.02%+44
NOVO NORDISK A.S. ADR(NVO)2,5002,50002272590.01%+31
FIDELITY NATL INFORMATION SVCS(FIS)6,4756,47503583890.02%+31
BERKSHIRE HATHAWAY INC4,8214,801-201,6891,7120.08%+24
FLOWERS FOODS INC COM(FLO)11,61011,61002582610.01%+4
AMAZON COM INC(AMZN)2,9602,490-4703763780.02%+2
C H ROBINSON WORLDWIDE INC(CHRW)4,9004,90004224230.02%+1
CORNING INC COM(GLW)7,5007,50002292280.01%-0
PEPSICO INC COM(PEP)13,80513,759-462,3392,3370.11%-2
WAL-MART STORES INC COM(WMT)3,4193,41905475390.03%-8
CONOCOPHILLIPS(COP)1,8211,812-92182100.01%-8
FORTIVE CORP(FTV)15,23115,23101,1301,1210.06%-8
THERMO FISHER SCIENTIFIC INC C(TMO)803748-554063970.02%-9
SM ENERGY CO COM(SM)11,90511,90504724610.02%-11
ENERGY VAULT HLDGS INC COM81,72581,72502081900.01%-18
JPMORGAN CHASE & CO COM(JPM)1,6941,284-4102462180.01%-27
VUZI CORP20,00020,000073420.00%-31
MODERNA, INC(MRNA)10,57110,401-1701,0921,0340.05%-57
VANGUARD FTSE EUROPE ETF6,0294,500-1,5293492900.01%-59
PROCTER & GAMBLE CO COM(PG)1,6200-1,6202360-236
VANGUARD INDEX FDS S&P 500 ETF8340-8343280-328
EDWARDS LIFESCIENCES4,7500-4,7503290-329
CIGNA CORP NEW COM(CI)6,4344,209-2,2251,8411,2600.06%-580
DANAHER CORP DEL COM(DHR)45,67645,657-1911,33210,5620.52%-770
EXXON MOBIL CORP COM48,78848,78805,7364,8780.24%-859
AUTOMATIC DATA PROCESSING INC669,576674,465+4,889161,087157,1307.72%-3,956
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