CAPITAL COUNSEL LLC/NY
Top Portfolio Positions
59 positions ·
$2,051,282,987 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ANET |
Arista Networks, Inc.
Technology
|
1,976,826 | $242,714,696 | 11.83% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
238,454 | $237,602,719 | 11.58% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
420,195 | $236,103,368 | 11.51% | |
| CME |
Cme Group Inc.
Financial Services
|
797,692 | $235,598,332 | 11.49% | |
| V |
Visa Inc.
Financial Services
|
736,547 | $222,613,965 | 10.85% | |
| MSFT |
Microsoft Corp
Technology
|
491,604 | $181,977,052 | 8.87% | |
| MTD |
Mettler Toledo International Inc/
Healthcare
|
139,384 | $175,791,100 | 8.57% | |
| ADP |
Automatic Data Processing Inc
Technology
|
675,658 | $137,280,192 | 6.69% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
283,057 | $93,094,616 | 4.54% | |
| DCI |
DONALDSON Co INC
Industrials
|
952,104 | $80,805,066 | 3.94% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DCI
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,805,066 | 952,104 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $84,977,329 | 958,463 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $77,970,391 | 952,601 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $68,536,871 | 988,275 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $66,528,281 | 992,071 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $44,246,053 | 656,957 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $8,217,550 | 111,500 | Shares | Sole | 2024-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||