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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: 2026-01-30 (Q4 2025) | Holdings: 115 | 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 2% $(6.0M) | 13.63% | $251.2M | -0.14% | |||
| AAPL - APPLE INC | Reduce 1% $(1.9M) | 8.90% | $164.1M | +0.75% | |||
| MSFT - MICROSOFT CORP | 7.53% | $138.7M | -6.60% | ||||
| GOOG - ALPHABET INC | Reduce 2% $(2.3M) | 5.66% | $104.4M | ||||
| GOOGL - ALPHABET INC | Reduce 1% $(1.0M) | 5.22% | $96.3M | ||||
| COST - COSTCO WHSL CORP NEW | 4.61% | $85.0M | +5.79% | ||||
| AMZN - AMAZON COM INC | 4.37% | $80.5M | -16.24% | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(421.7K) | 3.62% | $66.7M | +3.89% | |||
| V - VISA INC | 3.53% | $65.1M | |||||
| META - META PLATFORMS INC | 3.46% | $63.8M | -9.07% | ||||
| IDXX - IDEXX LABS INC | 3.14% | $57.9M | -6.06% | ||||
| PANW - PALO ALTO NETWORKS INC | 3.10% | $57.2M | -8.25% | ||||
| CRM - SALESFORCE INC | 2.81% | $51.9M | |||||
| INTU - INTUIT | 2.64% | $48.7M | -20.47% | ||||
| LLY - ELI LILLY & CO | 2.31% | $42.5M | +0.07% | ||||
| ISRG - INTUITIVE SURGICAL INC | Add 1% ($363.6K) | 2.12% | $39.1M | -4.66% | |||
| HD - HOME DEPOT INC | 2.00% | $36.8M | +4.27% | ||||
| SYK - STRYKER CORPORATION | Add 1% ($370.4K) | 1.92% | $35.3M | -0.57% | |||
| ACN - ACCENTURE PLC IRELAND | Add 9% ($2.1M) | 1.42% | $26.1M | ||||
| ORCL - ORACLE CORP | Reduce 1% $(310.9K) | 1.38% | $25.4M | -8.45% | |||
| NFLX - NETFLIX INC | Add 909% ($22.3M) | 1.34% | $24.7M | -9.18% | |||
| ORLY - OREILLY AUTOMOTIVE INC | Add 2% ($491.3K) | 1.27% | $23.3M | -3.38% | |||
| MA - MASTERCARD INCORPORATED | 1.23% | $22.7M | -2.50% | ||||
| AZO - AUTOZONE INC | Add 2% ($403.6K) | 1.15% | $21.2M | +2.58% | |||
| ADBE - ADOBE INC | Add 16% ($2.9M) | 1.12% | $20.6M | -11.62% | |||
| BLK - BLACKROCK INC | 0.89% | $16.4M | |||||
| MSCI - MSCI INC | 0.84% | $15.5M | -14.17% | ||||
| BKNG - BOOKING HOLDINGS INC | Add 4% ($503.4K) | 0.71% | $13.0M | ||||
| CSCO - CISCO SYS INC | Reduce 1% $(131.8K) | 0.59% | $10.9M | -3.99% | |||
| ABBV - ABBVIE INC | 0.56% | $10.4M | +1.18% | ||||
| ABT - ABBOTT LABS | 0.45% | $8.4M | +2.05% | ||||
| GWW - WW GRAINGER INC | Reduce 18% $(1.7M) | 0.41% | $7.5M | +2.94% | |||
| UNP - UNION PAC CORP | Reduce 1% $(92.5K) | 0.40% | $7.4M | +11.44% | |||
| WMT - WALMART INC | Add 1% ($57.7K) | 0.38% | $7.0M | +11.83% | |||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.37% | $6.8M | +4.08% | ||||
| JNJ - JOHNSON & JOHNSON | 0.35% | $6.5M | +7.11% | ||||
| PG - PROCTER AND GAMBLE CO | 0.30% | $5.5M | +5.77% | ||||
| SBUX - STARBUCKS CORP | Reduce 1% $(44.2K) | 0.29% | $5.3M | +5.35% | |||
| PEP - PEPSICO INC | 0.24% | $4.4M | +8.53% | ||||
| XOM - EXXON MOBIL CORP | 0.20% | $3.6M | +7.94% | ||||
| IVV - ISHARES TR | 0.19% | $3.6M | -1.20% | ||||
| EQIX - EQUINIX INC | Reduce 1% $(43.7K) | 0.17% | $3.0M | ||||
| MRK - MERCK & CO INC | Reduce 3% $(106.8K) | 0.16% | $3.0M | +8.28% | |||
| PLD - PROLOGIS INC. | Reduce 2% $(76.6K) | 0.16% | $3.0M | ||||
| DIS - DISNEY WALT CO | Reduce 1% $(18.9K) | 0.15% | $2.8M | -1.57% | |||
| MRSH - MARSH & MCLENNAN COS INC | Reduce 32% $(1.3M) | 0.15% | $2.7M | ||||
| BRO - BROWN & BROWN INC | Reduce 15% $(429.7K) | 0.14% | $2.5M | -3.56% | |||
| NEE - NEXTERA ENERGY INC | 0.13% | $2.4M | +4.30% | ||||
| AMGN - AMGEN INC | New Purchase | 0.12% | $2.3M | +7.87% | |||
| PM - PHILIP MORRIS INTL INC | New Purchase | 0.10% | $1.9M | +4.47% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| WSM - WILLIAMS SONOMA INC | Reduce 100% | 0.00% | $0.00 | ||||