Capital Counsel LLC Portfolio Holdings
Capital Counsel LLC
- $2.24 Billion
- Q2 2025
Capital Counsel LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.24 Billion distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $271M, Microsoft Corp with a value of $253M, Costco Wholesale Corp with a value of $251M, Idexx Laboratories Inc with a value of $247M, and Alphabet Inc. with a value of $232M.
Examining the 13F form we can see an increase of $153M in the current position value, from $2.08B to 2.24B.
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
$2.24 Billion
Financial Services: $501 Million
Healthcare: $445 Million
Technology: $392 Million
Industrials: $284 Million
Consumer Defensive: $254 Million
Communication Services: $234 Million
Consumer Cyclical: $112 Million
Basic Materials: $6.28 Million
Other: $8.2 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|