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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: 2019-04-29 (Q1 2019) | Holdings: 114 | Value: $739.7M | 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% $(239.0K) | 5.68% | $42.0M | +331.07% | +3.21% | +46.58% | |
| MSFT - MICROSOFT CORP | 5.43% | $40.2M | +208.87% | +8.52% | +39.88% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 4.66% | $34.5M | +132.03% | -4.38% | -13.79% | ||
| AMZN - AMAZON COM INC | Add 1% ($443.4K) | 4.25% | $31.4M | +100.91% | -1.64% | +28.18% | |
| V - VISA INC | 4.17% | $30.8M | +107.62% | +10.20% | +8.99% | ||
| CRM - SALESFORCE COM INC | Add 1% ($333.0K) | 4.07% | $30.1M | +65.42% | -4.98% | -1.96% | |
| CSCO - CISCO SYS INC | 3.82% | $28.2M | +27.12% | +1.48% | -21.97% | ||
| SBUX - STARBUCKS CORP | Add 2% ($500.2K) | 3.63% | $26.8M | +41.42% | +26.10% | +1.46% | |
| COST - COSTCO WHSL CORP NEW | Add 1% ($279.7K) | 3.60% | $26.6M | +299.17% | +14.50% | +25.22% | |
| JNJ - JOHNSON & JOHNSON | 3.42% | $25.3M | +37.51% | -5.14% | +10.02% | ||
| GOOG - ALPHABET INC | Add 2% ($403.6K) | 3.39% | $25.0M | +179.34% | +3.39% | +13.81% | |
| HD - HOME DEPOT INC | Add 2% ($386.9K) | 2.98% | $22.0M | +99.43% | +8.60% | +11.96% | |
| INTU - INTUIT | Add 1% ($112.9K) | 2.43% | $18.0M | +143.06% | +12.77% | +9.49% | |
| GOOGL - ALPHABET INC | Reduce 1% $(94.1K) | 2.37% | $17.5M | +174.71% | +3.14% | +13.11% | |
| SYK - STRYKER CORP | 2.32% | $17.2M | +106.40% | +14.19% | +0.54% | ||
| ACN - ACCENTURE PLC IRELAND | Add 2% ($362.8K) | 2.24% | $16.5M | +89.54% | +7.75% | +3.29% | |
| PEP - PEPSICO INC | Reduce 2% $(330.9K) | 2.06% | $15.2M | +38.91% | +3.45% | +7.07% | |
| DIS - DISNEY WALT CO | 2.03% | $15.0M | -28.65% | +4.82% | -21.31% | ||
| PG - PROCTER AND GAMBLE CO | Reduce 2% $(249.7K) | 2.01% | $14.9M | +85.36% | +15.57% | +15.30% | |
| META - FACEBOOK INC | Add 1% ($200.9K) | 1.99% | $14.7M | +205.32% | +1.47% | +5.42% | |
| IDXX - IDEXX LABS INC | Add 2% ($182.0K) | 1.65% | $12.2M | +75.89% | +23.84% | +20.18% | |
| BA - BOEING CO | Add 2% ($278.1K) | 1.62% | $12.0M | -57.01% | -7.92% | -61.95% | |
| ADBE - ADOBE INC | Add 25% ($2.3M) | 1.52% | $11.3M | +32.07% | +6.13% | +23.61% | |
| ISRG - INTUITIVE SURGICAL INC | Add 7% ($748.0K) | 1.52% | $11.2M | +179.49% | +3.88% | -0.17% | |
| ORCL - ORACLE CORP | Reduce 2% $(188.0K) | 1.49% | $11.0M | +192.88% | +4.84% | -2.08% | |
| MA - MASTERCARD INC | Add 1% ($84.1K) | 1.39% | $10.3M | +113.73% | +10.92% | +10.09% | |
| NKE - NIKE INC | Add 1% ($105.3K) | 1.38% | $10.2M | -11.71% | -0.96% | -0.19% | |
| UNP - UNION PACIFIC CORP | 1.37% | $10.1M | +51.80% | +2.36% | -7.17% | ||
| IJH - ISHARES TR | Add 5% ($455.3K) | 1.26% | $9.3M | +57.38% | +1.09% | -15.14% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 20% $(2.2M) | 1.19% | $8.8M | +5.00% | +0.41% | +5.12% | |
| PANW - PALO ALTO NETWORKS INC | Add 5% ($337.8K) | 1.01% | $7.5M | +323.85% | -8.74% | -21.27% | |
| INTC - INTEL CORP | 0.83% | $6.2M | -46.35% | +1.99% | +20.37% | ||
| PFE - PFIZER INC | 0.80% | $5.9M | -13.40% | -3.13% | -1.38% | ||
| EQIX - EQUINIX INC | Add 16% ($786.2K) | 0.77% | $5.7M | +106.62% | +11.51% | +52.92% | |
| ABBV - ABBVIE INC | Reduce 9% $(528.3K) | 0.70% | $5.2M | +237.85% | -15.46% | +7.95% | |
| ABT - ABBOTT LABS | Reduce 9% $(523.7K) | 0.68% | $5.0M | +83.43% | +13.25% | +19.58% | |
| IJR - ISHARES TR | Add 9% ($361.3K) | 0.58% | $4.3M | +39.87% | -0.57% | -19.80% | |
| PLD - PROLOGIS INC | Add 10% ($379.5K) | 0.57% | $4.2M | +69.70% | +9.27% | +21.37% | |
| BLK - BLACKROCK INC | Add 24% ($822.3K) | 0.57% | $4.2M | +118.67% | +0.49% | +7.83% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.53% | $3.9M | +132.90% | -3.87% | -13.32% | ||
| NFLX - NETFLIX INC | Add 1% ($23.5K) | 0.51% | $3.8M | +140.87% | -11.81% | +13.61% | |
| MRK - MERCK & CO INC | Reduce 2% $(83.2K) | 0.51% | $3.8M | +52.28% | +8.08% | +5.24% | |
| XOM - EXXON MOBIL CORP | Reduce 27% $(1.4M) | 0.49% | $3.6M | +80.19% | -5.17% | -39.22% | |
| SCHW - THE CHARLES SCHWAB CORPORATI | Add 14% ($397.6K) | 0.44% | $3.3M | +74.89% | -5.81% | -16.39% | |
| NEE - NEXTERA ENERGY INC | 0.38% | $2.8M | +75.03% | +9.88% | +23.26% | ||
| BBH - VANECK VECTORS ETF TR | New Purchase | 0.37% | $2.7M | +33.47% | +2.25% | +20.19% | |
| MDLZ - MONDELEZ INTL INC | Reduce 10% $(297.1K) | 0.36% | $2.7M | +46.06% | +8.93% | +3.91% | |
| NVDA - NVIDIA CORP | New Purchase | 0.35% | $2.6M | +2515.48% | -1.34% | +64.74% | |
| T - AT&T INC | Reduce 45% $(2.1M) | 0.35% | $2.6M | +61.56% | +12.14% | +4.51% | |
| CVX - CHEVRON CORP NEW | Reduce 6% $(169.0K) | 0.35% | $2.6M | +65.03% | +3.69% | -20.82% | |
| MO - ALTRIA GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| PM - PHILIP MORRIS INTL INC | Reduce 100% | 0.00% | $0.00 | ||||