account_balance
Investment manager · 13F filer · SEC CIK 1114928
Capital Counsel LLC
Reported value$2.57Bas of Sep 30, 2026
Positions57 2 new, 3 sold out
Top 10 weight83.3%ANET alone is 13%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ANETArista Networks, Inc.
13.2%Trimmed −11%
GOOGAlphabet Inc.
10.9%Trimmed −9%
VVisa Inc.
9.3%Trimmed −8%
MSFTMicrosoft Corp
9.1%Trimmed −7%
IDXXIDEXX Laboratories Inc
7.9%Trimmed −7%
COSTCostco Wholesale Corp
7.8%Trimmed −7%
MTDMettler Toledo International Inc
7.7%Trimmed −6%
CMECME Group Inc.
7.4%Trimmed −8%
ADPAutomatic Data Processing Inc
6.8%Trimmed −6%
QCOMQualcomm Inc
3.1%Trimmed −8%
DCIDonaldson Co INC
3.0%Trimmed −7%
HD2.8%ANETArista Networks, Inc.
13.2%Trimmed −11%
GOOGAlphabet Inc.
10.9%Trimmed −9%
VVisa Inc.
9.3%Trimmed −8%
MSFTMicrosoft Corp
9.1%Trimmed −7%
IDXXIDEXX Laboratories Inc
7.9%Trimmed −7%
COSTCostco Wholesale Corp
7.8%
MTDMettler Toledo International Inc
7.7%
CMECME Group Inc.
7.4%−8%
ADPAutomatic Data Processing Inc
6.8%−6%
QCOM3.1%DCI3.0%HD2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ANET Arista Networks, Inc. 13.2% Trimmed −11%GOOG Alphabet Inc. 10.9% Trimmed −9%V Visa Inc. 9.3% Trimmed −8%MSFT Microsoft Corp 9.1% Trimmed −7%IDXX IDEXX Laboratories Inc 7.9% Trimmed −7%COST Costco Wholesale Corp 7.8% Trimmed −7%MTD Mettler Toledo International Inc 7.7% Trimmed −6%CME CME Group Inc. 7.4% Trimmed −8%ADP Automatic Data Processing Inc 6.8% Trimmed −6%QCOM Qualcomm Inc 3.1% Trimmed −8%DCI Donaldson Co INC 3.0% Trimmed −7%HD Home Depot, Inc. 2.8% Trimmed −9%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.