Capital Counsel LLC
$1.7B Assets Reported
52 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOG | ALPHABET INC CL C | 1,036,112 | $297M | 18.0% |
| ANET | ARISTA NETWORKS, INC. | 1,976,826 | $243M | 14.7% |
| COST | COSTCO WHSL CORP NEW COM | 238,454 | $238M | 14.4% |
| MSFT | MICROSOFT CORP COM | 491,604 | $182M | 11.0% |
| MTD | METTLER TOLEDO INTERNATIONAL C | 139,384 | $176M | 10.6% |
| ADP | AUTOMATIC DATA PROCESSING INC | 675,658 | $137M | 8.3% |
| HD | HOME DEPOT INC COM | 283,057 | $93M | 5.6% |
| DCI | DONALDSON INC COM | 952,104 | $81M | 4.9% |
| QCOM | QUALCOMM INC COM | 520,199 | $67M | 4.1% |
| INTC | INTEL CORP COM | 583,083 | $26M | 1.6% |
Track Capital Counsel LLC's 13F portfolio: $1.7B in reported holdings, 52 positions. Top holdings, AUM, and quarterly changes on SentiSense.