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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: 2025-10-16 (Q3 2025) | Holdings: 119 | Value: $1.8B | 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 | Reduce 1% $(1.6M) | 14.10% | $257.3M | +1.24% | |||
| AAPL - APPLE INC | Reduce 1% $(1.1M) | 8.52% | $155.5M | +12.51% | |||
| MSFT - MICROSOFT CORP | 8.14% | $148.6M | -4.91% | ||||
| COST - COSTCO WHSL CORP NEW | 5.01% | $91.4M | -3.62% | ||||
| GOOG - ALPHABET INC | 4.54% | $82.8M | |||||
| AMZN - AMAZON COM INC | 4.18% | $76.4M | +6.98% | ||||
| GOOGL - ALPHABET INC | 4.14% | $75.6M | |||||
| META - META PLATFORMS INC | 3.88% | $70.8M | -4.76% | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 3.68% | $67.2M | +2.93% | ||||
| V - VISA INC | 3.47% | $63.3M | |||||
| PANW - PALO ALTO NETWORKS INC | 3.46% | $63.1M | -2.57% | ||||
| IDXX - IDEXX LABS INC | 2.98% | $54.5M | +12.66% | ||||
| INTU - INTUIT | 2.75% | $50.2M | +4.02% | ||||
| CRM - SALESFORCE INC | Reduce 1% $(623.6K) | 2.54% | $46.3M | ||||
| HD - HOME DEPOT INC | 2.39% | $43.5M | -8.13% | ||||
| ORCL - ORACLE CORP | 2.03% | $37.1M | -28.37% | ||||
| SYK - STRYKER CORPORATION | Add 1% ($256.6K) | 2.01% | $36.7M | -1.49% | |||
| NFLX - NETFLIX INC | Add 1% ($231.4K) | 1.72% | $31.3M | -15.31% | |||
| ISRG - INTUITIVE SURGICAL INC | 1.68% | $30.6M | +31.61% | ||||
| LLY - ELI LILLY & CO | 1.66% | $30.2M | +28.24% | ||||
| ORLY - OREILLY AUTOMOTIVE INC | 1.48% | $27.0M | -2.49% | ||||
| AZO - AUTOZONE INC | 1.44% | $26.4M | -4.90% | ||||
| MA - MASTERCARD INCORPORATED | 1.24% | $22.6M | -1.26% | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 16% $(4.2M) | 1.21% | $22.0M | ||||
| ADBE - ADOBE INC | Reduce 29% $(7.4M) | 0.98% | $17.9M | +5.65% | |||
| BLK - BLACKROCK INC | 0.98% | $17.9M | |||||
| MSCI - MSCI INC | Add 2% ($262.7K) | 0.83% | $15.2M | +0.93% | |||
| BKNG - BOOKING HOLDINGS INC | Add 2% ($199.8K) | 0.69% | $12.6M | ||||
| ABBV - ABBVIE INC | 0.58% | $10.6M | -0.63% | ||||
| CSCO - CISCO SYS INC | Reduce 1% $(54.3K) | 0.54% | $9.8M | +12.90% | |||
| ABT - ABBOTT LABS | Add 4% ($319.4K) | 0.49% | $9.0M | -2.17% | |||
| GWW - GRAINGER W W INC | Reduce 13% $(1.3M) | 0.47% | $8.6M | +2.93% | |||
| UNP - UNION PAC CORP | 0.42% | $7.7M | +5.14% | ||||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.37% | $6.8M | +3.03% | ||||
| WMT - WALMART INC | 0.35% | $6.5M | +7.41% | ||||
| PG - PROCTER AND GAMBLE CO | 0.32% | $5.9M | -4.06% | ||||
| JNJ - JOHNSON & JOHNSON | 0.32% | $5.8M | +5.56% | ||||
| SBUX - STARBUCKS CORP | Reduce 4% $(213.6K) | 0.29% | $5.3M | +1.76% | |||
| PEP - PEPSICO INC | 0.24% | $4.3M | -4.77% | ||||
| MMC - MARSH & MCLENNAN COS INC | Reduce 3% $(146.1K) | 0.24% | $4.3M | -2.68% | |||
| IVV - ISHARES TR | 0.19% | $3.5M | +3.98% | ||||
| BRO - BROWN & BROWN INC | Reduce 27% $(1.3M) | 0.19% | $3.4M | -10.21% | |||
| XOM - EXXON MOBIL CORP | 0.18% | $3.4M | +5.31% | ||||
| EQIX - EQUINIX INC | Reduce 1% $(35.2K) | 0.17% | $3.2M | ||||
| DIS - DISNEY WALT CO | 0.16% | $2.9M | -4.05% | ||||
| PLD - PROLOGIS INC. | Reduce 1% $(28.6K) | 0.15% | $2.8M | ||||
| MRK - MERCK & CO INC | 0.14% | $2.5M | +19.75% | ||||
| NEE - NEXTERA ENERGY INC | 0.12% | $2.2M | -2.06% | ||||
| SPY - SPDR S&P 500 ETF TR | 0.12% | $2.1M | |||||
| WSM - WILLIAMS SONOMA INC | New Purchase | 0.11% | $2.0M | -3.92% | |||
| PM - PHILIP MORRIS INTL INC | Reduce 100% | 0.00% | $0.00 | ||||