Capital Counsel LLC Portfolio Holdings
Capital Counsel LLC
- $2.09 Billion
- Q4 2024
Capital Counsel LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.09 Billion distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $254M, Visa Inc. with a value of $254M, Costco Wholesale Corp with a value of $246M, Microsoft Corp with a value of $217M, and Automatic Data Processing Inc with a value of $201M.
Examining the 13F form we can see an decrease of $230M in the current position value, from $2.32B to 2.09B.
Capital Counsel LLC is based out at New York, NY
Below you can find more details about Capital Counsel LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.09 Billion
Financial Services: $450 Million
Healthcare: $402 Million
Technology: $351 Million
Communication Services: $257 Million
Industrials: $251 Million
Consumer Defensive: $249 Million
Consumer Cyclical: $123 Million
Energy: $5.76 Million
Other: $3.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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