CAPITAL COUNSEL LLC/NY

Est. AUM

$2.35B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC CL C	COM	$297.2M	1036112	12.64%	SOLE
2	ARISTA NETWORKS, INC.	COM	$242.7M	1976826	10.33%	SOLE
3	COSTCO WHSL CORP NEW COM	COM	$237.6M	238454	10.11%	SOLE
4	IDEXX LABS INC COM	COM	$236.1M	420195	10.04%	SOLE
5	CME GROUP INC COM	COM	$235.6M	797692	10.02%	SOLE
6	VISA INC COM CL A	COM	$222.6M	736547	9.47%	SOLE
7	MICROSOFT CORP COM	COM	$182.0M	491604	7.74%	SOLE
8	METTLER TOLEDO INTERNATIONAL C	COM	$175.8M	139384	7.48%	SOLE
9	AUTOMATIC DATA PROCESSING INC	COM	$137.3M	675658	5.84%	SOLE
10	HOME DEPOT INC COM	COM	$93.1M	283057	3.96%	SOLE
11	DONALDSON INC COM	COM	$80.8M	952104	3.44%	SOLE
12	QUALCOMM INC COM	COM	$67.0M	520199	2.85%	SOLE
13	INTEL CORP COM	COM	$25.7M	583083	1.09%	SOLE
14	APPLE INC COM	COM	$19.3M	76217	0.82%	SOLE
15	ADVANCED MICRO DEVICES INC COM	COM	$16.8M	82797	0.72%	SOLE
16	KINROSS GOLD CORP COM NO PAR	COM	$11.8M	386892	0.50%	SOLE
17	GILEAD SCIENCES	COM	$9.6M	68928	0.41%	SOLE
18	DANAHER CORP DEL COM	COM	$8.7M	45912	0.37%	SOLE
19	MERCK & CO INC NEW COM	COM	$7.6M	63213	0.32%	SOLE
20	BIO-TECHNE CORP	COM	$3.9M	73850	0.16%	SOLE
21	IONIS PHARMACEUTICALS INC	COM	$3.7M	49580	0.16%	SOLE
22	ALPHABET INC CL A	COM	$3.7M	12811	0.16%	SOLE
23	HUBBELL INC COM	COM	$3.2M	6587	0.14%	SOLE
24	ANALOG DEVICES	COM	$3.0M	9349	0.13%	SOLE
25	JEFFERIES FINANCIAL GROUP INC.	COM	$2.8M	68723	0.12%	SOLE
26	PEPSICO INC COM	COM	$2.1M	13470	0.09%	SOLE
27	WABTEC CORP COM	COM	$2.0M	8000	0.09%	SOLE
28	ISHARES TR 1-3 YR TR BD ETF	SHS	$1.7M	20450	0.07%	SOLE
29	MASTERCARD INC CL A	COM	$1.5M	3038	0.06%	SOLE
30	VERALTO CORP COM	COM	$1.3M	14910	0.06%	SOLE
31	WALMART INC COM	COM	$1.3M	10440	0.06%	SOLE
32	NVIDIA CORP COM	COM	$890K	5102	0.04%	SOLE
33	FORTIVE CORP	COM	$842K	15231	0.04%	SOLE
34	SPDR S&P 500 ETF TR TR UNIT	UNIT	$759K	1167	0.03%	SOLE
35	KKR & CO INC COM	COM	$734K	7936	0.03%	SOLE
36	CORNING INC COM	COM	$680K	5000	0.03%	SOLE
37	EXXON MOBIL CORP COM	COM	$676K	3987	0.03%	SOLE
38	C H ROBINSON WORLDWIDE INC	COM	$664K	4000	0.03%	SOLE
39	BERKSHIRE HATHAWAY INC	COM	$642K	1339	0.03%	SOLE
40	INTERNATIONAL BUSINESS MACHS C	COM	$533K	2198	0.02%	SOLE
41	AMAZON COM INC	COM	$510K	2448	0.02%	SOLE
42	EMCOR GROUP INC COM	COM	$483K	654	0.02%	SOLE
43	JPMORGAN CHASE & CO COM	COM	$464K	1579	0.02%	SOLE
44	CATERPILLAR INC DEL COM	COM	$433K	611	0.02%	SOLE
45	THERMO FISHER SCIENTIFIC INC C	COM	$391K	796	0.02%	SOLE
46	VANGUARD INDEX FDS S&P 500 ETF	SHS	$378K	633	0.02%	SOLE
47	SM ENERGY CO COM	COM	$371K	11905	0.02%	SOLE
48	NORFOLK SOUTHERN CORP COM	COM	$327K	1140	0.01%	SOLE
49	INTUIT COM	COM	$321K	742	0.01%	SOLE
50	MODERNA, INC	COM	$315K	6202	0.01%	SOLE

1–50 of 62

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.