CAPITAL COUNSEL LLC/NY
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ANET | 2.01M | $262.88M |
 | GOOG | 1.11M | $348.12M |
 | DCI | 958K | $84.98M |
 | CME | 804K | $219.65M |
 | V | 740K | $259.69M |
 | ADP | 696K | $179.15M |
 | INTC | 588K | $21.71M |
 | QCOM | 552K | $94.40M |
 | MSFT | 484K | $234.08M |
 | IDXX | 427K | $288.91M |
 | KGC | 386K | $10.87M |
 | HD | 290K | $99.85M |
 | COST | 242K | $208.41M |
 | MTD | 141K | $197.13M |
 | AMD | 83K | $17.73M |
 | TECH | 74K | $4.34M |
 | AAPL | 70K | $19.07M |
 | GILD | 69K | $8.49M |
 | NRGV | 66K | $302.53K |
 | MRK | 63K | $6.65M |
Arista Networks, Inc.
ANET
Shares Held
2.01M
Value
$262.88M
Alphabet Inc.
GOOG
Shares Held
1.11M
Value
$348.12M
Donaldson Company, Inc.
DCI
Shares Held
958K
Value
$84.98M
CME Group Inc.
CME
Shares Held
804K
Value
$219.65M
Visa Inc.
V
Shares Held
740K
Value
$259.69M
Automatic Data Processing, Inc.
ADP
Shares Held
696K
Value
$179.15M
Intel Corporation
INTC
Shares Held
588K
Value
$21.71M
QUALCOMM Incorporated
QCOM
Shares Held
552K
Value
$94.40M
Microsoft Corporation
MSFT
Shares Held
484K
Value
$234.08M
IDEXX Laboratories, Inc.
IDXX
Shares Held
427K
Value
$288.91M
Kinross Gold Corporation
KGC
Shares Held
386K
Value
$10.87M
The Home Depot, Inc.
HD
Shares Held
290K
Value
$99.85M
Costco Wholesale Corporation
COST
Shares Held
242K
Value
$208.41M
Mettler-Toledo International Inc.
MTD
Shares Held
141K
Value
$197.13M
Advanced Micro Devices, Inc.
AMD
Shares Held
83K
Value
$17.73M
Bio-Techne Corporation
TECH
Shares Held
74K
Value
$4.34M
Apple Inc.
AAPL
Shares Held
70K
Value
$19.07M
Gilead Sciences, Inc.
GILD
Shares Held
69K
Value
$8.49M
Energy Vault Holdings, Inc.
NRGV
Shares Held
66K
Value
$302.53K
Merck & Co., Inc.
MRK
Shares Held
63K
Value
$6.65M