StockDriftsStockDriftsTop 47 Capital Counsel LLC Ny Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS, INC. | 12.47% | 1.88M | $319.0M | -5.02%(-99.19K) | $33.21(+505.58%) | 2026-06-30 | |
| GOOG | ALPHABET INC CL C | 12.46% | 902.2K | $318.8M | -12.92%(-133.86K) | $48.85(+601.39%) | 2026-06-30 | |
| COST | COSTCO WHSL CORP NEW COM | 8.58% | 234.6K | $219.4M | -1.63%(-3.88K) | $99.90(+854.84%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 7.19% | 493.1K | $183.9M | +0.30%(+1.50K) | $169.62(+186.56%) | 2026-06-30 | |
| MTD | METTLER TOLEDO INTERNATIONAL C | 6.98% | 139.8K | $178.6M | +0.31%(+434) | $131.57(+978.55%) | 2026-06-30 | |
| ADP | AUTOMATIC DATA PROCESSING INC | 6.3% | 719.6K | $161.1M | +6.50%(+43.91K) | $81.87(+226.97%) | 2026-06-30 | |
| HD | HOME DEPOT INC COM | 3.9% | 282.6K | $99.7M | -0.18%(-504) | $282.55(+18.24%) | 2026-06-30 | |
| DCI | DONALDSON INC COM | 3.35% | 955.4K | $85.8M | +0.35%(+3.29K) | $69.79(+36.96%) | 2026-06-30 | |
| QCOM | QUALCOMM INC COM | 3.34% | 462.5K | $85.5M | -11.09%(-57.70K) | $130.76(+24.02%) | 2026-06-30 | |
| INTC | INTEL CORP COM | 2.61% | 478.9K | $66.9M | -17.87%(-104.19K) | $20.68(+400.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.81% | +59.36% | +9.49% | +57.34% |
| Top 20 Holdings Unweighted | +24.18% | +91.50% | +15.78% | +108.01% |
Capital Counsel LLC Ny reports $2.56B in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are ANET (12.5%), GOOG (12.5%) and COST (8.6%). The top 20 holdings account for 73.64% of reported assets. Its disclosed equity book has returned +59.36% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Capital Counsel LLC Ny’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1114928). View Capital Counsel LLC Ny’s 13F filings on SEC