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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: 2018-11-02 (Q3 2018) | Holdings: 122 | Value: $744.1M | 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 | Reduce 1% $(402.7K) | 6.74% | $50.1M | +331.79% | -15.88% | +28.00% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(429.6K) | 5.29% | $39.4M | +280.18% | -0.16% | +38.03% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 4.97% | $37.0M | +136.17% | -2.34% | +2.09% | ||
| AMZN - AMAZON COM INC | 4.65% | $34.6M | +133.94% | -1.46% | +8.87% | ||
| CRM - SALESFORCE COM INC | 4.03% | $30.0M | +98.96% | +14.84% | +14.75% | ||
| V - VISA INC | 4.02% | $29.9M | +145.88% | +1.40% | +28.84% | ||
| COST - COSTCO WHSL CORP NEW | 3.45% | $25.7M | +325.65% | -8.25% | +30.23% | ||
| CSCO - CISCO SYS INC | Reduce 1% $(131.4K) | 3.44% | $25.6M | +57.83% | +4.32% | +6.74% | |
| JNJ - JOHNSON & JOHNSON | 3.36% | $25.0M | +38.51% | -5.16% | -5.09% | ||
| GOOG - ALPHABET INC | 3.31% | $24.7M | +213.76% | +7.37% | +22.40% | ||
| HD - HOME DEPOT INC | 3.10% | $23.1M | +125.04% | +3.60% | +33.26% | ||
| SBUX - STARBUCKS CORP | Add 1% ($192.8K) | 2.70% | $20.1M | +72.14% | +6.28% | +31.31% | |
| GOOGL - ALPHABET INC | 2.45% | $18.2M | +204.96% | +6.42% | +20.24% | ||
| DIS - DISNEY WALT CO | Reduce 1% $(174.5K) | 2.14% | $15.9M | -13.57% | -2.65% | +16.45% | |
| SYK - STRYKER CORP | Add 1% ($152.6K) | 2.10% | $15.6M | +134.69% | +7.12% | +25.02% | |
| ACN - ACCENTURE PLC IRELAND | Add 1% ($83.9K) | 2.09% | $15.6M | +120.15% | -0.69% | +20.64% | |
| INTU - INTUIT | 2.09% | $15.6M | +183.35% | +3.50% | +19.69% | ||
| META - FACEBOOK INC | Add 1% ($174.5K) | 2.03% | $15.1M | +295.00% | +12.76% | +29.73% | |
| PEP - PEPSICO INC | 1.92% | $14.3M | +60.55% | +2.06% | +24.72% | ||
| IDXX - IDEXX LABS INC | Add 3% ($351.0K) | 1.79% | $13.3M | +97.77% | -1.11% | +35.64% | |
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(186.4K) | 1.65% | $12.3M | +119.48% | +9.92% | +36.19% | |
| ORCL - ORACLE CORP | Reduce 7% $(853.3K) | 1.49% | $11.1M | +231.89% | +4.56% | +15.09% | |
| BA - BOEING CO | 1.49% | $11.1M | -54.21% | +10.86% | -0.28% | ||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 5% $(595.0K) | 1.44% | $10.7M | +8.10% | -3.37% | +10.43% | |
| ISRG - INTUITIVE SURGICAL INC | Add 1% ($91.3K) | 1.39% | $10.3M | +176.76% | +1.09% | +8.52% | |
| NKE - NIKE INC | 1.36% | $10.2M | +2.47% | +7.51% | +18.77% | ||
| UNP - UNION PAC CORP | 1.33% | $9.9M | +80.90% | +8.49% | +20.91% | ||
| MA - MASTERCARD INCORPORATED | 1.29% | $9.6M | +171.61% | +8.62% | +40.20% | ||
| IJH - ISHARES TR | Add 1% ($69.6K) | 1.24% | $9.3M | +67.98% | +0.06% | +8.76% | |
| ADBE - ADOBE SYS INC | Add 13% ($978.5K) | 1.17% | $8.7M | +57.43% | +6.14% | +15.63% | |
| ABBV - ABBVIE INC | 0.90% | $6.7M | +251.89% | +0.05% | +10.36% | ||
| PANW - PALO ALTO NETWORKS INC | Add 7% ($436.3K) | 0.86% | $6.4M | +471.11% | +18.85% | +26.33% | |
| PFE - PFIZER INC | 0.84% | $6.2M | -16.96% | +0.73% | -8.09% | ||
| XOM - EXXON MOBIL CORP | Reduce 16% $(1.2M) | 0.79% | $5.9M | +79.29% | -8.39% | -9.14% | |
| T - AT&T INC | Reduce 32% $(2.6M) | 0.75% | $5.6M | +68.55% | -1.73% | +34.95% | |
| INTC - INTEL CORP | 0.73% | $5.4M | -41.46% | +4.63% | +24.83% | ||
| ABT - ABBOTT LABS | 0.69% | $5.1M | +105.49% | +3.34% | +18.59% | ||
| EQIX - EQUINIX INC | Add 11% ($456.3K) | 0.62% | $4.6M | +136.44% | +0.03% | +39.58% | |
| IJR - ISHARES TR | Add 3% ($130.9K) | 0.57% | $4.2M | +41.26% | -2.74% | +2.96% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.56% | $4.2M | +137.37% | -2.16% | +2.48% | ||
| MO - ALTRIA GROUP INC | Reduce 5% $(208.1K) | 0.54% | $4.0M | +49.79% | -21.84% | -23.79% | |
| NFLX - NETFLIX INC | 0.53% | $3.9M | +186.14% | +12.93% | -5.86% | ||
| PLD - PROLOGIS INC | Add 9% ($283.0K) | 0.48% | $3.6M | +102.14% | +8.99% | +40.17% | |
| MRK - MERCK & CO INC | Reduce 5% $(184.5K) | 0.44% | $3.3M | +66.40% | +7.57% | +19.79% | |
| BLK - BLACKROCK INC | New Purchase | 0.43% | $3.2M | +160.10% | +2.85% | +20.01% | |
| PM - PHILIP MORRIS INTL INC | Reduce 23% $(941.8K) | 0.43% | $3.2M | +139.30% | -12.93% | -0.18% | |
| SCHW - SCHWAB CHARLES CORP NEW | Add 28% ($664.8K) | 0.41% | $3.0M | +73.07% | +1.49% | -5.93% | |
| CVX - CHEVRON CORP NEW | Reduce 2% $(50.4K) | 0.37% | $2.8M | +74.78% | +3.68% | +8.47% | |
| NEE - NEXTERA ENERGY INC | Reduce 1% $(38.6K) | 0.35% | $2.6M | +102.15% | +6.56% | +39.94% | |
| MDLZ - MONDELEZ INTL INC | New Purchase | 0.35% | $2.6M | +77.02% | +9.95% | +25.26% | |
| TROW - PRICE T ROWE GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| SPG - SIMON PROPERTY GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||