CAPITAL COUNSEL LLC/NY
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ANET | 1.98M | $242.71M |
 | GOOG | 1.04M | $297.22M |
 | DCI | 952K | $80.81M |
 | CME | 798K | $235.60M |
 | V | 737K | $222.61M |
 | ADP | 676K | $137.28M |
 | INTC | 583K | $25.73M |
 | QCOM | 520K | $66.99M |
 | MSFT | 492K | $181.98M |
 | IDXX | 420K | $236.10M |
 | KGC | 387K | $11.81M |
 | HD | 283K | $93.09M |
 | COST | 238K | $237.60M |
 | MTD | 139K | $175.79M |
 | AMD | 83K | $16.84M |
 | AAPL | 76K | $19.34M |
 | TECH | 74K | $3.86M |
 | GILD | 69K | $9.61M |
 | JEF | 69K | $2.84M |
 | NRGV | 66K | $216.56K |
Arista Networks, Inc.
ANET
Shares Held
1.98M
Value
$242.71M
Alphabet Inc.
GOOG
Shares Held
1.04M
Value
$297.22M
Donaldson Company, Inc.
DCI
Shares Held
952K
Value
$80.81M
CME Group Inc.
CME
Shares Held
798K
Value
$235.60M
Visa Inc.
V
Shares Held
737K
Value
$222.61M
Automatic Data Processing, Inc.
ADP
Shares Held
676K
Value
$137.28M
Intel Corp.
INTC
Shares Held
583K
Value
$25.73M
QUALCOMM Incorporated
QCOM
Shares Held
520K
Value
$66.99M
Microsoft Corporation
MSFT
Shares Held
492K
Value
$181.98M
IDEXX Laboratories, Inc.
IDXX
Shares Held
420K
Value
$236.10M
Kinross Gold Corporation
KGC
Shares Held
387K
Value
$11.81M
The Home Depot, Inc.
HD
Shares Held
283K
Value
$93.09M
Costco Wholesale Corporation
COST
Shares Held
238K
Value
$237.60M
Mettler-Toledo International Inc.
MTD
Shares Held
139K
Value
$175.79M
Advanced Micro Devices, Inc.
AMD
Shares Held
83K
Value
$16.84M
Apple Inc.
AAPL
Shares Held
76K
Value
$19.34M
Bio-Techne Corporation
TECH
Shares Held
74K
Value
$3.86M
Gilead Sciences, Inc.
GILD
Shares Held
69K
Value
$9.61M
Jefferies Financial Group Inc.
JEF
Shares Held
69K
Value
$2.84M
Energy Vault Holdings, Inc.
NRGV
Shares Held
66K
Value
$216.56K