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§ 13F · FUND PROFILE

CAPITAL COUNSEL LLC/NY.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2465.0T (13F)Positions · 57Turnover · · Q4Filed · Feb 12, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$430.4B deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 12, 2026
#TickerNameShares$ value% portΔ Q4
1GOOGALPHABET INC CL C1.11M$348.1T13.3%−9%
2IDXXIDEXX LABS INC COM427K$288.9T11.0%−1%
3ANETARISTA NETWORKS, INC.2.01M$262.9T10.0%−5%
4VVISA INC COM CL A740K$259.7T9.9%±0%
5MSFTMICROSOFT CORP COM484K$234.1T8.9%±0%
6CMECME GROUP INC COM804K$219.6T8.4%+2%
7COSTCOSTCO WHSL CORP NEW COM242K$208.4T8.0%±0%
8MTDMETTLER TOLEDO INTERNATIONAL C141K$197.1T7.5%−1%
9ADPAUTOMATIC DATA PROCESSING INC696K$179.2T6.8%+6%
10HDHOME DEPOT INC COM290K$99.9T3.8%±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 $2465003.1 trillion in assets. The fund runs a portfolio of 57 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed
CAPITAL COUNSEL LLC/NY 13F Holdings & Portfolio Analysis | Acid Capitalist