10,000+ stock pitches from top investors available on joinyellowbrick.com
MOGY JOEL R INVESTMENT COUNSEL INC 13F Holdings
Holdings from the most recent 13F from MOGY JOEL R INVESTMENT COUNSEL INC
Filed: 2019-02-06 (Q4 2018) | Holdings: 113 | Value: $644.4M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(201.7K) | 5.45% | $35.1M | +146.54% | +2.40% | +11.17% | |
| AAPL - APPLE INC | 5.44% | $35.1M | +409.91% | +18.17% | +88.87% | ||
| MSFT - MICROSOFT CORP | Reduce 1% $(246.3K) | 5.39% | $34.7M | +282.81% | +19.84% | +77.41% | |
| AMZN - AMAZON COM INC | Add 1% ($198.3K) | 4.06% | $26.1M | +138.63% | +18.22% | +27.96% | |
| V - VISA INC | Reduce 1% $(172.6K) | 4.06% | $26.1M | +145.23% | +14.70% | +45.83% | |
| CRM - SALESFORCE COM INC | 3.99% | $25.7M | +75.21% | +0.60% | +19.08% | ||
| JNJ - JOHNSON & JOHNSON | 3.64% | $23.4M | +46.52% | +6.38% | +17.91% | ||
| SBUX - STARBUCKS CORP | 3.54% | $22.8M | +58.74% | +13.64% | +28.27% | ||
| CSCO - CISCO SYS INC | Reduce 1% $(218.8K) | 3.51% | $22.6M | +51.80% | +13.98% | +4.48% | |
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(133.4K) | 3.44% | $22.1M | +365.11% | +14.33% | +50.68% | |
| GOOG - ALPHABET INC | Add 2% ($353.1K) | 3.37% | $21.7M | +199.79% | +6.33% | +33.97% | |
| HD - HOME DEPOT INC | Add 1% ($211.7K) | 3.01% | $19.4M | +120.39% | +6.79% | +32.67% | |
| GOOGL - ALPHABET INC | Reduce 1% $(140.0K) | 2.43% | $15.6M | +194.18% | +6.03% | +33.04% | |
| DIS - DISNEY WALT CO | 2.30% | $14.8M | -10.61% | +20.16% | +28.54% | ||
| PEP - PEPSICO INC | Reduce 1% $(93.9K) | 2.17% | $14.0M | +57.69% | +12.57% | +32.67% | |
| SYK - STRYKER CORP | Reduce 1% $(119.4K) | 2.12% | $13.6M | +116.53% | +4.90% | +21.09% | |
| INTU - INTUIT | 2.09% | $13.5M | +172.23% | +10.21% | +33.66% | ||
| PG - PROCTER AND GAMBLE CO | Reduce 2% $(236.7K) | 2.07% | $13.3M | +100.72% | +8.12% | +32.66% | |
| ACN - ACCENTURE PLC IRELAND | 2.01% | $13.0M | +122.66% | +12.53% | +38.00% | ||
| META - FACEBOOK INC | Reduce 5% $(636.8K) | 1.77% | $11.4M | +252.49% | +12.82% | +26.24% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 8% $(891.3K) | 1.62% | $10.4M | +12.77% | +6.72% | +16.53% | |
| IDXX - IDEXX LABS INC | Add 1% ($76.3K) | 1.55% | $10.0M | +96.02% | +18.42% | +34.32% | |
| BA - BOEING CO | Add 3% ($272.8K) | 1.54% | $9.9M | -60.01% | -12.43% | -15.97% | |
| ORCL - ORACLE CORP | Reduce 3% $(339.4K) | 1.46% | $9.4M | +218.93% | +6.80% | +9.63% | |
| NKE - NIKE INC | 1.38% | $8.9M | -4.87% | +0.73% | +22.33% | ||
| ISRG - INTUITIVE SURGICAL INC | Add 2% ($174.8K) | 1.37% | $8.8M | +176.81% | -4.92% | +12.13% | |
| UNP - UNION PAC CORP | 1.30% | $8.4M | +68.52% | +10.17% | +17.86% | ||
| MA - MASTERCARD INCORPORATED | Add 1% ($47.2K) | 1.27% | $8.2M | +151.76% | +14.96% | +53.98% | |
| IJH - ISHARES TR | Add 2% ($131.2K) | 1.21% | $7.8M | +68.24% | +4.99% | +12.49% | |
| ADBE - ADOBE INC | Add 4% ($326.7K) | 1.18% | $7.6M | +50.34% | +10.24% | +45.66% | |
| ABBV - ABBVIE INC | 1.01% | $6.5M | +252.51% | +0.81% | +24.60% | ||
| PFE - PFIZER INC | Reduce 2% $(113.5K) | 0.94% | $6.1M | -16.92% | -3.04% | -6.15% | |
| PANW - PALO ALTO NETWORKS INC | Add 4% ($223.9K) | 0.86% | $5.5M | +386.40% | +9.52% | +13.02% | |
| INTC - INTEL CORP | 0.84% | $5.4M | -44.72% | +2.60% | +36.51% | ||
| ABT - ABBOTT LABS | 0.78% | $5.0M | +97.51% | +5.80% | +22.34% | ||
| T - AT&T INC | Reduce 10% $(493.7K) | 0.66% | $4.2M | +71.92% | +5.00% | +37.92% | |
| XOM - EXXON MOBIL CORP | Reduce 12% $(550.3K) | 0.65% | $4.2M | +95.37% | +3.50% | -14.06% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.62% | $4.0M | +146.55% | +2.64% | +11.04% | ||
| EQIX - EQUINIX INC | Add 2% ($73.0K) | 0.59% | $3.8M | +140.19% | +22.79% | +58.89% | |
| IJR - ISHARES TR | Add 6% ($190.6K) | 0.55% | $3.6M | +46.26% | +4.01% | +8.49% | |
| MRK - MERCK & CO INC | 0.55% | $3.5M | +54.55% | +1.93% | +13.59% | ||
| MO - ALTRIA GROUP INC | Reduce 1% $(24.7K) | 0.51% | $3.3M | +91.44% | +9.22% | +0.36% | |
| PLD - PROLOGIS INC | Add 1% ($27.4K) | 0.49% | $3.1M | +86.48% | +8.08% | +38.06% | |
| BLK - BLACKROCK INC | Add 16% ($428.1K) | 0.48% | $3.1M | +155.10% | +12.78% | +38.20% | |
| NFLX - NETFLIX INC | 0.44% | $2.8M | +155.87% | +6.48% | +5.42% | ||
| SCHW - SCHWAB CHARLES CORP NEW | Add 8% ($199.3K) | 0.43% | $2.8M | +75.89% | +0.20% | +5.06% | |
| NEE - NEXTERA ENERGY INC | Reduce 7% $(186.8K) | 0.39% | $2.5M | +89.82% | +7.31% | +55.09% | |
| PM - PHILIP MORRIS INTL INC | Reduce 4% $(100.1K) | 0.39% | $2.5M | +168.79% | +9.95% | +19.14% | |
| CVX - CHEVRON CORP NEW | Reduce 2% $(49.0K) | 0.37% | $2.4M | +71.05% | +1.23% | -3.94% | |
| MDLZ - MONDELEZ INTL INC | Reduce 1% $(32.0K) | 0.37% | $2.4M | +62.13% | +11.99% | +30.74% | |