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MOGY JOEL R INVESTMENT COUNSEL INC 13F Holdings
Holdings from the most recent 13F from MOGY JOEL R INVESTMENT COUNSEL INC
Filed: 2025-07-10 (Q2 2025) | Holdings: 127 | Value: $1.7B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NVDA - NVIDIA CORPORATION | 12.66% | $219.2M | +7.14% | ||||
| MSFT - MICROSOFT CORP | 8.25% | $142.8M | +1.45% | ||||
| AAPL - APPLE INC | Reduce 1% $(779.4K) | 7.28% | $126.2M | +7.46% | |||
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(531.6K) | 5.64% | $97.6M | +2.33% | |||
| AMZN - AMAZON COM INC | 4.40% | $76.3M | +0.10% | ||||
| META - META PLATFORMS INC | 4.11% | $71.2M | +3.49% | ||||
| V - VISA INC | 3.80% | $65.8M | |||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 3.75% | $64.9M | +2.61% | ||||
| PANW - PALO ALTO NETWORKS INC | 3.65% | $63.3M | -4.40% | ||||
| GOOG - ALPHABET INC | 3.49% | $60.5M | |||||
| INTU - INTUIT | 3.33% | $57.7M | -6.22% | ||||
| GOOGL - ALPHABET INC | Add 1% ($350.2K) | 3.16% | $54.8M | ||||
| CRM - SALESFORCE INC | 3.12% | $54.0M | |||||
| IDXX - IDEXX LABS INC | Reduce 1% $(291.2K) | 2.64% | $45.7M | +18.73% | |||
| HD - HOME DEPOT INC | 2.27% | $39.3M | +8.47% | ||||
| SYK - STRYKER CORPORATION | 2.25% | $39.0M | -0.06% | ||||
| ISRG - INTUITIVE SURGICAL INC | Add 1% ($456.5K) | 2.16% | $37.3M | -8.11% | |||
| NFLX - NETFLIX INC | Add 1% ($239.7K) | 2.01% | $34.8M | -3.65% | |||
| ACN - ACCENTURE PLC IRELAND | 1.83% | $31.7M | |||||
| LLY - ELI LILLY & CO | Add 1% ($410.8K) | 1.78% | $30.8M | -10.09% | |||
| ORCL - ORACLE CORP | 1.66% | $28.8M | +1.59% | ||||
| ADBE - ADOBE INC | Reduce 1% $(288.2K) | 1.60% | $27.7M | -3.96% | |||
| AZO - AUTOZONE INC | Add 2% ($348.9K) | 1.31% | $22.8M | +12.06% | |||
| ORLY - OREILLY AUTOMOTIVE INC | Add 1387% ($21.0M) | 1.30% | $22.5M | +12.99% | |||
| MA - MASTERCARD INCORPORATED | 1.29% | $22.3M | +5.87% | ||||
| BLK - BLACKROCK INC | Reduce 1% $(146.9K) | 0.93% | $16.1M | ||||
| MSCI - MSCI INC | Reduce 1% $(143.0K) | 0.88% | $15.2M | -0.08% | |||
| BKNG - BOOKING HOLDINGS INC | Reduce 1% $(179.5K) | 0.77% | $13.3M | ||||
| GWW - GRAINGER W W INC | Add 5% ($494.1K) | 0.62% | $10.8M | -4.48% | |||
| CSCO - CISCO SYS INC | 0.58% | $10.0M | -1.73% | ||||
| ABT - ABBOTT LABS | Add 26% ($1.8M) | 0.51% | $8.8M | -0.18% | |||
| ABBV - ABBVIE INC | 0.49% | $8.5M | +8.80% | ||||
| UNP - UNION PAC CORP | 0.43% | $7.5M | -4.22% | ||||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.38% | $6.6M | +2.74% | ||||
| WMT - WALMART INC | 0.35% | $6.1M | +8.21% | ||||
| PG - PROCTER AND GAMBLE CO | 0.35% | $6.1M | +1.61% | ||||
| SBUX - STARBUCKS CORP | Reduce 3% $(183.3K) | 0.35% | $6.0M | -4.52% | |||
| BRO - BROWN & BROWN INC | Add 13% ($645.8K) | 0.32% | $5.6M | -10.00% | |||
| JNJ - JOHNSON & JOHNSON | 0.28% | $4.8M | +13.85% | ||||
| MMC - MARSH & MCLENNAN COS INC | Add 6% ($283.1K) | 0.28% | $4.8M | -0.78% | |||
| PEP - PEPSICO INC | 0.23% | $4.0M | +11.79% | ||||
| IVV - ISHARES TR | 0.19% | $3.2M | +2.47% | ||||
| EQIX - EQUINIX INC | Reduce 7% $(226.7K) | 0.19% | $3.2M | ||||
| XOM - EXXON MOBIL CORP | 0.19% | $3.2M | -4.62% | ||||
| DIS - DISNEY WALT CO | Add 1% ($20.6K) | 0.18% | $3.1M | -2.98% | |||
| PLD - PROLOGIS INC. | Reduce 3% $(73.6K) | 0.15% | $2.6M | ||||
| MRK - MERCK & CO INC | Reduce 2% $(47.5K) | 0.14% | $2.3M | +0.76% | |||
| PM - PHILIP MORRIS INTL INC | New Purchase | 0.13% | $2.2M | -3.95% | |||
| NEE - NEXTERA ENERGY INC | 0.12% | $2.1M | +3.16% | ||||
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.12% | $2.0M | ||||
| AMGN - AMGEN INC | Reduce 100% | 0.00% | $0.00 | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 100% | 0.00% | $0.00 | ||||