Capital Counsel LLC 13F 持仓 · 2026年Q2
Capital Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 58 只证券，申报市值合计 25.58 亿美元。前几大持仓：ANET（12.47%）、GOOG（12.46%）、V（9.76%）。本季前 25 大持仓中：新建仓 1 只、增持 4 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ANET | ARISTA NETWORKS, INC. | $319.0M | 12.47% | 1.9M | 减持 |
| 2 | GOOG | ALPHABET INC CL C | $318.8M | 12.46% | 902,248 | 减持 |
| 3 | V | VISA INC COM CL A | $249.6M | 9.76% | 727,439 | 减持 |
| 4 | IDXX | IDEXX LABS INC COM | $220.7M | 8.62% | 419,151 | 减持 |
| 5 | COST | COSTCO WHSL CORP NEW COM | $219.4M | 8.58% | 234,577 | 减持 |
| 6 | MSFT | MICROSOFT CORP COM | $183.9M | 7.19% | 493,099 | 增持 |
| 7 | MTD | METTLER TOLEDO INTERNATIONAL C | $178.6M | 6.98% | 139,818 | 增持 |
| 8 | CME | CME GROUP INC COM | $174.0M | 6.80% | 788,122 | 减持 |
| 9 | ADP | AUTOMATIC DATA PROCESSING INC | $161.1M | 6.30% | 719,563 | 增持 |
| 10 | HD | HOME DEPOT INC COM | $99.7M | 3.90% | 282,553 | 减持 |
| 11 | DCI | DONALDSON INC COM | $85.8M | 3.35% | 955,398 | 增持 |
| 12 | QCOM | QUALCOMM INC COM | $85.5M | 3.34% | 462,498 | 减持 |
| 13 | INTC | INTEL CORP COM | $66.9M | 2.61% | 478,889 | 减持 |
| 14 | RELX | RELX PLC SPONSORED ADR | $48.3M | 1.89% | 1.5M | 新建仓 |
| 15 | AMD | ADVANCED MICRO DEVICES INC COM | $48.1M | 1.88% | 82,797 | 持平 |
| 16 | AAPL | APPLE INC COM | $22.0M | 0.86% | 75,942 | 减持 |
| 17 | KGC | KINROSS GOLD CORP COM NO PAR | $9.1M | 0.36% | 386,292 | 减持 |
| 18 | DHR | DANAHER CORP DEL COM | $8.7M | 0.34% | 45,732 | 减持 |
| 19 | GILD | GILEAD SCIENCES | $8.7M | 0.34% | 68,928 | 持平 |
| 20 | MRK | MERCK & CO INC NEW COM | $7.1M | 0.28% | 55,363 | 减持 |
| 21 | TECH | BIO-TECHNE CORP | $5.2M | 0.20% | 73,850 | 持平 |
| 22 | GOOGL | ALPHABET INC CL A | $4.2M | 0.16% | 11,791 | 减持 |
| 23 | ADI | ANALOG DEVICES | $3.7M | 0.15% | 9,349 | 持平 |
| 24 | IONS | IONIS PHARMACEUTICALS INC | $3.9M | 0.15% | 49,580 | 持平 |
| 25 | HUBB | HUBBELL INC COM | $3.4M | 0.13% | 6,587 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR