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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: 2018-08-03 (Q2 2018) | Holdings: 121 | Value: $675.9M | 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 |
| AAPL - APPLE INC | New Purchase | 6.13% | $41.4M | +325.60% | -2.74% | -5.63% | |
| MSFT - MICROSOFT CORP | New Purchase | 5.08% | $34.3M | +275.47% | -0.18% | +24.27% | |
| BRK.B - BERKSHIRE HATHAWAY INC CLASS B | New Purchase | 4.75% | $32.1M | +146.11% | +5.54% | -3.49% | |
| AMZN - AMAZON.COM | New Purchase | 4.33% | $29.3M | +112.39% | -10.85% | -3.32% | |
| V - VISA INC | New Purchase | 3.91% | $26.4M | +146.51% | +0.26% | +21.71% | |
| CRM - SALESFORCE.COM INC | New Purchase | 3.80% | $25.7M | +93.95% | -3.87% | +1.37% | |
| GOOG - ALPHABET CLASS C | New Purchase | 3.40% | $23.0M | +170.22% | -15.09% | -5.93% | |
| CSCO - CISCO SYSTEMS INC | New Purchase | 3.37% | $22.8M | +70.09% | +8.71% | +23.52% | |
| COST - COSTCO WHSL CORP (NEW) | New Purchase | 3.37% | $22.8M | +344.59% | +6.14% | +20.95% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 3.24% | $21.9M | +49.34% | +8.74% | +1.52% | |
| HD - HOME DEPOT INC | New Purchase | 3.21% | $21.7M | +109.31% | -6.39% | +7.47% | |
| META - FACEBOOK INC | New Purchase | 2.62% | $17.7M | +231.28% | -16.92% | +1.54% | |
| SBUX - STARBUCKS CORPORATION | New Purchase | 2.53% | $17.1M | +112.70% | +24.62% | +83.87% | |
| GOOGL - ALPHABET CLASS A | New Purchase | 2.52% | $17.0M | +163.43% | -14.97% | -7.00% | |
| ACN - ACCENTURE PLC | New Purchase | 2.20% | $14.9M | +118.50% | -0.14% | +17.80% | |
| SYK - STRYKER CORP | New Purchase | 2.17% | $14.7M | +136.35% | +0.95% | +25.90% | |
| DIS - DISNEY WALT CO | New Purchase | 2.13% | $14.4M | -12.75% | +0.69% | +22.31% | |
| INTU - INTUIT INC | New Purchase | 2.07% | $14.0M | +197.01% | +5.07% | +29.88% | |
| PEP - PEPSICO INC | New Purchase | 2.06% | $13.9M | +54.20% | -1.63% | +9.49% | |
| PG - PROCTER AND GAMBLE COMPANY | New Purchase | 1.73% | $11.7M | +142.13% | +11.93% | +41.78% | |
| IDXX - IDEXX LABORATORIES | New Purchase | 1.68% | $11.3M | +67.85% | -16.78% | +7.44% | |
| VZ - VERIZON COMMUNICATIONS | New Purchase | 1.58% | $10.7M | +18.48% | +10.96% | +10.48% | |
| ORCL - ORACLE CORP | New Purchase | 1.51% | $10.2M | +238.12% | +1.92% | +13.18% | |
| BA - BOEING COMPANY | New Purchase | 1.48% | $10.0M | -52.35% | +4.72% | -2.74% | |
| NKE - NIKE INC CL B | New Purchase | 1.41% | $9.5M | -0.21% | -1.29% | +1.38% | |
| IJH - ISHARES S&P MIDCAP 400 ETF | New Purchase | 1.32% | $8.9M | +56.97% | -6.22% | -5.60% | |
| UNP - UNION PACIFIC CORPORATION | New Purchase | 1.28% | $8.7M | +81.64% | -0.09% | +13.97% | |
| ISRG - INTUITIVE SURGICAL INC | New Purchase | 1.26% | $8.5M | +173.80% | -2.87% | -5.92% | |
| MA - MASTERCARD | New Purchase | 1.25% | $8.5M | +168.14% | -1.39% | +28.48% | |
| T - AT&T INC | New Purchase | 1.16% | $7.8M | +62.67% | -3.49% | +10.63% | |
| ADBE - ADOBE SYSTEMS INC | New Purchase | 1.03% | $7.0M | +49.50% | -5.08% | +10.93% | |
| XOM - EXXON MOBIL CORP (NEW) | New Purchase | 1.02% | $6.9M | +86.21% | +2.78% | -8.60% | |
| ABBV - ABBVIE INC | New Purchase | 0.97% | $6.6M | +193.55% | -13.29% | -28.68% | |
| INTC - INTEL CORP | New Purchase | 0.84% | $5.7M | -43.18% | -1.64% | -1.87% | |
| PANW - PALO ALTO NETWORKS | New Purchase | 0.80% | $5.4M | +412.31% | -11.48% | +3.89% | |
| PFE - PFIZER INC | New Purchase | 0.76% | $5.2M | -11.87% | +7.84% | -5.20% | |
| ABT - ABBOTT LABORATORIES | New Purchase | 0.63% | $4.2M | +123.42% | +8.59% | +29.89% | |
| NFLX - NETFLIX INC | New Purchase | 0.61% | $4.1M | +159.63% | -8.00% | -10.28% | |
| EQIX - EQUINIX | New Purchase | 0.61% | $4.1M | +107.89% | -12.30% | +15.32% | |
| PM - PHILIP MORRIS INTL INC | New Purchase | 0.60% | $4.1M | +148.29% | +4.76% | -1.99% | |
| MO - ALTRIA GROUP INC | New Purchase | 0.59% | $4.0M | +62.46% | +9.75% | -17.03% | |
| IJR - ISHARES S&P SMALLCAP 600 ETF | New Purchase | 0.58% | $3.9M | +31.17% | -7.18% | -12.13% | |
| BRK.A - BERKSHIRE HATHAWAY INC CV CL A | New Purchase | 0.54% | $3.7M | +144.95% | +4.83% | -3.63% | |
| PLD - PROLOGIS, INC | New Purchase | 0.48% | $3.2M | +96.18% | -1.91% | +21.13% | |
| MRK - MERCK & CO INC | New Purchase | 0.44% | $3.0M | +82.42% | +11.39% | +29.24% | |
| CVX - CHEVRON CORP NEW | New Purchase | 0.43% | $2.9M | +65.40% | -3.49% | -0.76% | |
| NEE - NEXTERA ENERGY INC | New Purchase | 0.39% | $2.6M | +100.53% | +0.68% | +25.09% | |
| TROW - PRICE T ROWE GROUP INC | New Purchase | 0.39% | $2.6M | -0.34% | -16.42% | -7.28% | |
| SPG - SIMON PROPERTY GROUP INC | New Purchase | 0.37% | $2.5M | +29.68% | +3.99% | -9.14% | |
| SCHW - SCHWAB CHARLES CORP | New Purchase | 0.37% | $2.5M | +61.01% | -5.67% | -21.71% | |