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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: 2026-04-15 (Q1 2026) | Holdings: 114 | Value: $1.6B | 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 5% $(11.5M) | 13.99% | $223.5M | +1.08% | |||
| AAPL - APPLE INC | Reduce 2% $(2.8M) | 9.42% | $150.4M | +1.71% | |||
| MSFT - MICROSOFT CORP | 6.62% | $105.8M | -2.88% | ||||
| COST - COSTCO WHOLESALE CORPORATION | Reduce 1% $(757.3K) | 6.10% | $97.5M | +3.00% | |||
| GOOG - ALPHABET INC | Reduce 1% $(1.3M) | 5.89% | $94.1M | ||||
| GOOGL - ALPHABET INC | 5.51% | $88.0M | |||||
| AMZN - AMAZON COM INC | Reduce 1% $(662.3K) | 4.51% | $72.0M | +6.66% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(1.1M) | 3.92% | $62.6M | -0.09% | |||
| V - VISA INC | 3.50% | $55.9M | |||||
| META - META PLATFORMS INC | Reduce 1% $(528.1K) | 3.43% | $54.7M | -9.48% | |||
| PANW - PALO ALTO NETWORKS INC | Reduce 1% $(303.5K) | 3.10% | $49.5M | +6.36% | |||
| IDXX - IDEXX LABS INC | 3.01% | $48.0M | -3.44% | ||||
| LLY - ELI LILLY & CO | 2.28% | $36.4M | +2.52% | ||||
| CRM - SALESFORCE INC | Reduce 1% $(327.6K) | 2.27% | $36.2M | ||||
| SYK - STRYKER CORPORATION | 2.06% | $32.8M | -7.51% | ||||
| ISRG - INTUITIVE SURGICAL INC | Add 1% ($167.8K) | 2.00% | $32.0M | -2.45% | |||
| INTU - INTUIT | Reduce 7% $(2.2M) | 1.85% | $29.6M | -3.00% | |||
| NFLX - NETFLIX INC. | 1.59% | $25.5M | -12.90% | ||||
| ORLY - OREILLY AUTOMOTIVE INC | 1.48% | $23.7M | +6.68% | ||||
| AZO - AUTOZONE INC | 1.33% | $21.2M | +4.78% | ||||
| MA - MASTERCARD INCORPORATED | Reduce 1% $(104.4K) | 1.24% | $19.7M | -2.92% | |||
| ORCL - ORACLE CORP | Reduce 2% $(349.4K) | 1.18% | $18.8M | -8.52% | |||
| ACN - ACCENTURE PLC IRELAND | Reduce 21% $(4.1M) | 0.95% | $15.2M | ||||
| BLK - BLACKROCK INC | 0.93% | $14.8M | |||||
| MSCI - MSCI INC | 0.91% | $14.5M | +4.69% | ||||
| HD - HOME DEPOT INC | Reduce 63% $(22.1M) | 0.82% | $13.1M | -3.29% | |||
| CSCO - CISCO SYS INC | Reduce 4% $(477.3K) | 0.66% | $10.5M | +11.48% | |||
| BKNG - BOOKING HOLDINGS INC | Reduce 2% $(214.7K) | 0.63% | $10.0M | ||||
| ABBV - ABBVIE INC | Reduce 6% $(545.9K) | 0.59% | $9.4M | +1.70% | |||
| GWW - WW GRAINGER INC | Add 2% ($161.4K) | 0.52% | $8.2M | +1.81% | |||
| ADBE - ADOBE INC | Reduce 45% $(6.5M) | 0.49% | $7.8M | -2.75% | |||
| UNP - UNION PAC CORP | Reduce 3% $(226.8K) | 0.47% | $7.6M | +8.90% | |||
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(146.7K) | 0.47% | $7.6M | -3.19% | |||
| WMT - WALMART INC | Reduce 4% $(295.2K) | 0.47% | $7.6M | +6.11% | |||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.40% | $6.5M | -0.08% | ||||
| ABT - ABBOTT LABORATORIES | Reduce 12% $(843.4K) | 0.38% | $6.0M | -6.53% | |||
| XOM - EXXON MOBIL CORP | 0.32% | $5.1M | +3.21% | ||||
| PG - PROCTER & GAMBLE CO | Reduce 9% $(478.5K) | 0.31% | $5.0M | +3.49% | |||
| SBUX - STARBUCKS CORP | Reduce 15% $(846.6K) | 0.30% | $4.7M | +7.10% | |||
| PEP - PEPSICO INC | 0.30% | $4.7M | +1.90% | ||||
| IVV - ISHARES TR | 0.21% | $3.4M | +2.52% | ||||
| MRK - MERCK & CO INC | Reduce 7% $(231.6K) | 0.20% | $3.2M | -6.79% | |||
| NEE - NEXTERA ENERGY INC | 0.17% | $2.8M | +7.80% | ||||
| PLD - PROLOGIS INC. | Reduce 20% $(621.3K) | 0.16% | $2.5M | ||||
| DIS - DISNEY WALT CO | 0.15% | $2.4M | +0.13% | ||||
| AMGN - AMGEN INC | Reduce 8% $(193.5K) | 0.14% | $2.2M | -0.11% | |||
| EQIX - EQUINIX INC | Reduce 46% $(1.8M) | 0.13% | $2.1M | ||||
| PM - PHILIP MORRIS INTL INC | 0.12% | $2.0M | +5.27% | ||||
| VOO - VANGUARD INDEX FDS | New Purchase | 0.12% | $2.0M | +2.49% | |||
| VTI - VANGUARD INDEX FDS | New Purchase | 0.12% | $1.9M | +2.45% | |||
| BRO - BROWN & BROWN INC | Reduce 100% | 0.00% | $0.00 | ||||
| MRSH - MARSH & MCLENNAN COS INC | Reduce 100% | 0.00% | $0.00 | ||||