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Asset Manager ← All Institutions

CAPITAL COUNSEL LLC/NY

Q1 2026 · Filed 2026-02-12
Market Value
$0
-100.0%
Holdings
51
-1
New Purchases
0
Added To
0
Closed
51
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 24 $0 0%
Large Cap 21 $0 0%
Mid Cap 5 $0 0%
Small Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$797.9B
Median Market Cap
$193.4B
Avg P/E
34.0
Median P/E
28.5
Avg Dividend Yield
0.01%
Avg Beta
1.03
# Stocks
48
# ETFs / Funds
3

Top Holdings (51 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TMO —% -$462K -797 -100.0% SOLD
2 RSG —% -$215K -1,013 -100.0% SOLD
3 XOM —% -$6M -49,687 -100.0% SOLD
4 ANET —% -$263M -2,006,273 -100.0% SOLD
5 HUBB —% -$3M -6,587 -100.0% SOLD
6 HD —% -$100M -290,178 -100.0% SOLD
7 DHR —% -$10M -45,732 -100.0% SOLD
8 FTV —% -$841K -15,231 -100.0% SOLD
9 IBM —% -$642K -2,168 -100.0% SOLD
10 CAT —% -$350K -611 -100.0% SOLD
11 JPM —% -$477K -1,481 -100.0% SOLD
12 KGC —% -$11M -385,892 -100.0% SOLD
13 NSC —% -$329K -1,140 -100.0% SOLD
14 FIS —% -$425K -6,400 -100.0% SOLD
15 GLW —% -$438K -5,000 -100.0% SOLD
16 MTD —% -$197M -141,395 -100.0% SOLD
17 MA —% -$2M -3,138 -100.0% SOLD
18 FLO —% -$126K -11,610 -100.0% SOLD
19 MRK —% -$7M -63,213 -100.0% SOLD
20 RAL —% -$258K -5,076 -100.0% SOLD
21 DCI —% -$85M -958,463 -100.0% SOLD
22 WAB —% -$2M -8,000 -100.0% SOLD
23 VNT —% -$226K -6,090 -100.0% SOLD
24 SM —% -$223K -11,905 -100.0% SOLD
25 TSM —% -$212K -699 -100.0% SOLD
26 COST —% -$208M -241,679 -100.0% SOLD
27 AMD —% -$18M -82,797 -100.0% SOLD
28 ADP —% -$179M -696,461 -100.0% SOLD
29 GILD —% -$8M -69,210 -100.0% SOLD
30 AMZN —% -$585K -2,533 -100.0% SOLD
31 AAPL —% -$19M -70,137 -100.0% SOLD
32 INTC —% -$22M -588,383 -100.0% SOLD
33 IONS —% -$4M -49,605 -100.0% SOLD
34 INTU —% -$537K -811 -100.0% SOLD
35 ADI —% -$3M -9,349 -100.0% SOLD
36 ADBE —% -$257K -734 -100.0% SOLD
37 AMGN —% -$218K -666 -100.0% SOLD
38 CHRW —% -$643K -4,000 -100.0% SOLD
39 PEP —% -$2M -13,470 -100.0% SOLD
40 TECH —% -$4M -73,850 -100.0% SOLD
41 QCOM —% -$94M -551,911 -100.0% SOLD
42 SPY —% -$906K -1,329 -100.0% SOLD
43 WMT —% -$1M -10,440 -100.0% SOLD
44 AVGO —% -$277K -800 -100.0% SOLD
45 GOOGL —% -$4M -13,506 -100.0% SOLD
46 GOOG —% -$348M -1,109,354 -100.0% SOLD
47 MSFT —% -$234M -484,008 -100.0% SOLD
48 NVDA —% -$737K -3,952 -100.0% SOLD
49 SHY —% -$2M -19,800 -100.0% SOLD
50 BRK-B —% -$673K -1,339 -100.0% SOLD
51 VOO —% -$397K -633 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
GLW —%
XOM —%
ANET —%
HUBB —%
HD —%
DHR —%
FTV —%
IBM —%
CAT —%
JPM —%
KGC —%
NSC —%
TMO —%
RSG —%
MTD —%
View SEC EDGAR Filings for CAPITAL COUNSEL LLC/NY →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms