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Portfolio (Quarterly) Guide ↗

CAPITAL COUNSEL LLC/NY

· CIK 0001114928
13F Portfolio $2.4B AUM 62 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 6 Added 20 Reduced 1 Exited
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FLO FLOWERS FOODS INC COM Consumer Defensive 11,610.0 $95K 0.00% $8.15 -27.1%
62 VUZI VUZIX CORP Technology 20,000.0 $46K 0.00% $2.31 +19.0%
Page 4 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Financial Services 22.6%
Healthcare 21.8%
Consumer Defensive 11.8%
Industrials 11.1%
Consumer Cyclical 4.6%
Basic Materials 0.6%
Communication Services 0.2%
Energy 0.1%
Utilities 0.0%