13F
中
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CAPITAL COUNSEL LLC/NY

13F equity value
$2.4B
Positions
62
Top 10 concentration
87.6%
Quarters / total new picks
22 / 48
13F equity value over time
$0M$1B$3B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 22 quarters, returned +1.4% per quarter — versus +3.6% per quarter from simply owning every 13F stock. It beat that baseline in only 45.5% of quarters (excess t = -0.72, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-2.5%
t-stat
-0.72
Quarterly win rate
46%
Annualized excess
-9.2%
$1 → follow vs universe
$1.23 vs $1.97
Cumulative return: $1 invested in new picks vs universe
1.00 20180630: universe 0.92120180930: universe 0.96320190331: universe 0.94720190930: universe 1.01820191231: universe 0.82120200331: universe 0.99020200630: universe 1.09420200930: universe 1.34220210630: universe 1.44920210930: universe 1.30020211231: universe 1.10720220331: universe 1.18820230630: universe 1.14620230930: universe 1.30020231231: universe 1.35920240331: universe 1.38920240630: universe 1.51520240930: universe 1.50220250331: universe 1.63820250630: universe 1.68920250930: universe 1.90020251231: universe 1.965 20180630: follow 1.01920180930: follow 1.07220190331: follow 1.08020190930: follow 1.14620191231: follow 1.08320200331: follow 1.32320200630: follow 1.40120200930: follow 1.46520210630: follow 1.63920210930: follow 1.45420211231: follow 1.23520220331: follow 1.13520230630: follow 1.17820230930: follow 1.16120231231: follow 1.12420240331: follow 1.31120240630: follow 1.20720240930: follow 1.21920250331: follow 1.30620250630: follow 1.46620250930: follow 1.25520251231: follow 1.233 0.76 1.44 2.12 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 62 · 2026 Q1

Ticker Value Weight QoQ
GOOG $297M
12.6%
TRIM
ANET $243M
10.3%
HOLD
COST $238M
10.1%
HOLD
V $223M
9.5%
HOLD
MSFT $182M
7.7%
HOLD
MTD $176M
7.5%
HOLD
ADP $137M
5.8%
TRIM
HD $93M
4.0%
TRIM
DCI $81M
3.4%
HOLD
QCOM $67M
2.9%
TRIM
INTC $26M
1.1%
HOLD
AAPL $19M
0.8%
ADD
AMD $17M
0.7%
HOLD
KGC $12M
0.5%
HOLD
GILD $10M
0.4%
HOLD
DHR $9M
0.4%
HOLD
MRK $8M
0.3%
HOLD
TECH $4M
0.2%
HOLD
IONS $4M
0.2%
HOLD
GOOGL $4M
0.2%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

JEF

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.