Fund HoldingsCAPITAL COUNSEL LLC/NY

Total Portfolio Value
$2.34B
Total Bought
$282.96M
Total Sold
$421.65M
Net Transaction
-$138.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ARISTA NETWORKS, INC.(ANET)02,215,925+2,215,9250244,92610.47%+244,926
DONALDSON INC COM(DCI)111,500656,957+545,4578,21844,2461.89%+36,029
VISA INC COM CL A(V)813,630803,173-10,457223,707253,83510.85%+30,127
ALPHABET INC CL C(GOOG)1,348,3451,334,720-13,625225,430254,18410.86%+28,754
AUTOMATIC DATA PROCESSING INC692,516688,080-4,436191,640201,4228.61%+9,782
CME GROUP INC COM(CME)829,324825,560-3,764182,990191,7208.19%+8,729
APPLE INC COM(AAPL)77,61076,493-1,11718,08319,1550.82%+1,072
SPDR S&P 500 ETF TR TR UNIT(SPY)01,788+1,78801,0480.04%+1,048
ISHARES TR 1 3 YR TREAS BD05,975+5,97504900.02%+490
GILEAD SCIENCES(GILD)69,31068,152-1,1585,8116,2950.27%+484
VANGUARD INDEX FDS S&P 500 ETF0823+82304430.02%+443
ENERGY VAULT HLDGS INC COM71,72571,7250691640.01%+95
AMAZON COM INC(AMZN)3,8283,628-2007137960.03%+83
WALMART INC COM(WMT)10,25710,082-1758289110.04%+83
VUZIX CORP20,00020,000023790.00%+55
WABTEC CORP COM(WAB)8,1008,050-501,4721,5260.07%+54
NVIDIA CORP COM(NVDA)3,0853,08503754140.02%+40
ALPHABET INC CL A(GOOG)16,86414,964-1,9002,7972,8330.12%+36
JPMORGAN CHASE & CO COM(JPM)1,6101,560-503393740.02%+34
VONTIER CORP COM(VNT)6,0906,09002052220.01%+17
EMCOR GROUP INC COM(EME)62162102672820.01%+15
CORNING INC COM(GLW)5,0005,00002262380.01%+12
REPUBLIC SERVICES(RSG)1,0691,06902152150.01%0
INTERNATIONAL BUSINESS MACHS C(IBM)1,9211,900-214254180.02%-7
SM ENERGY CO COM(SM)11,90511,90504764610.02%-14
CATERPILLAR INC DEL COM(CAT)61161102392220.01%-17
FIDELITY NATL INFORMATION SVCS(FIS)6,4756,47505425230.02%-19
BERKSHIRE HATHAWAY INC5,2425,272+302,4132,3900.10%-23
NORFOLK SOUTHERN CORP COM(NSC)1,2551,215-403122850.01%-27
FLOWERS FOODS INC COM(FLO)11,61011,61002682400.01%-28
C H ROBINSON WORLDWIDE INC(CHRW)4,0004,00004414130.02%-28
ELI LILLY & CO COM(LLY)29229202592250.01%-33
MASTERCARD INC CL A(MA)4,4194,041-3782,1822,1280.09%-54
ADOBE SYS INC COM(ADBE)75875803923370.01%-55
FORTIVE CORP(FTV)15,23115,23101,2021,1420.05%-60
HUBBELL INC COM(HUBB)6,5876,58702,8222,7590.12%-62
NOVO NORDISK A.S. ADR(NVO)2,5412,54103032190.01%-84
THERMO FISHER SCIENTIFIC INC C(TMO)1,1771,17707286120.03%-116
KINROSS GOLD CORP COM NO PAR(KGC)244,279230,782-13,4972,2862,1390.09%-147
VERALTO CORP COM(VLTO)14,97314,950-231,6751,5230.07%-152
IONIS PHARMACEUTICALS INC(IONS)37,08037,08001,4851,2960.06%-189
AMGEN INC COM(AMGN)6660-6662150-215
MODERNA, INC(MRNA)9,0708,740-3306063630.02%-243
ANALOG DEVICES(ADI)12,46412,349-1152,8692,6240.11%-245
PEPSICO INC COM(PEP)13,54513,470-752,3032,0480.09%-255
EXXON MOBIL CORP COM49,27249,27205,7765,3000.23%-475
VANGUARD INDEX FDS S&P 500 ETF1,2130-1,2136400-640
SPDR S&P 500 ETF TR TR UNIT(SPY)1,4740-1,4748460-846
MERCK & CO INC NEW COM(MRK)62,20662,181-257,0646,1860.26%-878
INTEL CORP COM(INTC)609,762606,562-3,20014,30512,1620.52%-2,143
DANAHER CORP DEL COM(DHR)45,69045,520-17012,70310,4490.45%-2,254
ADVANCED MICRO DEVICES INC COM(AMD)82,72282,722013,5739,9920.43%-3,581
MICROSOFT CORP COM(MSFT)515,472514,153-1,319221,808216,7169.26%-5,092
HOME DEPOT INC COM(HD)315,331314,095-1,236127,772122,1805.22%-5,592
COSTCO WHSL CORP NEW COM(COST)284,427268,761-15,666252,150246,25810.52%-5,893
QUALCOMM INC COM(QCOM)583,346563,617-19,72999,19886,5833.70%-12,615
METTLER TOLEDO INTERNATIONAL C(MTD)153,077152,621-456229,570186,7597.98%-42,810
IDEXX LABS INC COM471,179457,815-13,364238,049189,2798.09%-48,770
ARISTA NETWORKS, INC.556,3270-556,327213,5290-213,529
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