Long-term investor
Capital Counsel LLC @capitalcounselllcny
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001114928).
Record
- Tracked since 2025-06-30 (445 days), 16 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months n/a · 1 year +10.7% · all +10.7%
- Max drawdown n/a · win rate 40% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ANET · 12.5% · long · since 2025-06-30
- GOOG · 12.5% · long · since 2025-06-30
- V · 9.8% · long · since 2025-06-30
- IDXX · 8.6% · long · since 2025-06-30
- COST · 8.6% · long · since 2025-06-30
- MSFT · 7.2% · long · since 2025-06-30
- MTD · 7.0% · long · since 2025-06-30
- CME · 6.8% · long · since 2025-06-30
- ADP · 6.3% · long · since 2025-06-30
- HD · 3.9% · long · since 2025-06-30
- DCI · 3.4% · long · since 2025-06-30
- QCOM · 3.3% · long · since 2025-06-30