Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CAPITAL COUNSEL LLC/NY (CIK 1114928) reported $2.35B across 62 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($297.2M, 12.64%), ANET ($242.7M, 10.33%), COST ($237.6M, 10.11%), IDXX ($236.1M, 10.04%), CME ($235.6M, 10.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CL C | $297.2M | 12.64% | 1.0M | Trimmed |
| 2 | ANET | ARISTA NETWORKS, INC. | $242.7M | 10.33% | 2.0M | Trimmed |
| 3 | COST | COSTCO WHSL CORP NEW COM | $237.6M | 10.11% | 238,454 | Trimmed |
| 4 | IDXX | IDEXX LABS INC COM | $236.1M | 10.04% | 420,195 | Trimmed |
| 5 | CME | CME GROUP INC COM | $235.6M | 10.02% | 797,692 | Trimmed |
| 6 | V | VISA INC COM CL A | $222.6M | 9.47% | 736,547 | Trimmed |
| 7 | MSFT | MICROSOFT CORP COM | $182.0M | 7.74% | 491,604 | Added |
| 8 | MTD | METTLER TOLEDO INTERNATIONAL C | $175.8M | 7.48% | 139,384 | Trimmed |
| 9 | ADP | AUTOMATIC DATA PROCESSING INC | $137.3M | 5.84% | 675,658 | Trimmed |
| 10 | HD | HOME DEPOT INC COM | $93.1M | 3.96% | 283,057 | Trimmed |
| 11 | DCI | DONALDSON INC COM | $80.8M | 3.44% | 952,104 | Trimmed |
| 12 | QCOM | QUALCOMM INC COM | $67.0M | 2.85% | 520,199 | Trimmed |
| 13 | INTC | INTEL CORP COM | $25.7M | 1.09% | 583,083 | Trimmed |
| 14 | AAPL | APPLE INC COM | $19.3M | 0.82% | 76,217 | Added |
| 15 | AMD | ADVANCED MICRO DEVICES INC COM | $16.8M | 0.72% | 82,797 | Hold |
| 16 | KGC | KINROSS GOLD CORP COM NO PAR | $11.8M | 0.50% | 386,892 | Added |
| 17 | GILD | GILEAD SCIENCES | $9.6M | 0.41% | 68,928 | Trimmed |
| 18 | DHR | DANAHER CORP DEL COM | $8.7M | 0.37% | 45,912 | Added |
| 19 | MRK | MERCK & CO INC NEW COM | $7.6M | 0.32% | 63,213 | Hold |
| 20 | GOOGL | ALPHABET INC CL A | $3.7M | 0.16% | 12,811 | Trimmed |
| 21 | IONS | IONIS PHARMACEUTICALS INC | $3.7M | 0.16% | 49,580 | Trimmed |
| 22 | TECH | BIO-TECHNE CORP | $3.9M | 0.16% | 73,850 | Hold |
| 23 | HUBB | HUBBELL INC COM | $3.2M | 0.14% | 6,587 | Hold |
| 24 | ADI | ANALOG DEVICES | $3.0M | 0.13% | 9,349 | Hold |
| 25 | JEF | JEFFERIES FINANCIAL GROUP INC. | $2.8M | 0.12% | 68,723 | New |
Source: SEC Form 13F filings · as of 2026-03-31