§ 13F · FUND PROFILE
CAPITAL COUNSEL LLC/NY.
AUM · $2.6B (13F)Positions · 58Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$49M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ANET | ARISTA NETWORKS, INC. | 1.88M | $319M | 12.5% | −5% |
| 2 | GOOG | ALPHABET INC CL C | 902K | $319M | 12.5% | −13% |
| 3 | V | VISA INC COM CL A | 727K | $250M | 9.8% | −1% |
| 4 | IDXX | IDEXX LABS INC COM | 419K | $221M | 8.6% | ±0% |
| 5 | COST | COSTCO WHSL CORP NEW COM | 235K | $219M | 8.6% | −2% |
| 6 | MSFT | MICROSOFT CORP COM | 493K | $184M | 7.2% | ±0% |
| 7 | MTD | METTLER TOLEDO INTERNATIONAL C | 140K | $179M | 7.0% | ±0% |
| 8 | CME | CME GROUP INC COM | 788K | $174M | 6.8% | −1% |
| 9 | ADP | AUTOMATIC DATA PROCESSING INC | 720K | $161M | 6.3% | +7% |
| 10 | HD | HOME DEPOT INC COM | 283K | $100M | 3.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPITAL SIGNAL
AC read
CAPITAL COUNSEL LLC/NY is a Other fund managing $2.6 billion in assets. The fund runs a portfolio of 58 positions.
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