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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: 2019-08-08 (Q2 2019) | Holdings: 110 | Value: $767.8M | 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 |
| MSFT - MICROSOFT CORP | 5.94% | $45.6M | +188.20% | +5.76% | +52.09% | ||
| AAPL - APPLE INC | 5.69% | $43.7M | +331.53% | +30.64% | +126.22% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 4.75% | $36.5M | +151.89% | +10.32% | +6.19% | ||
| V - VISA INC | 4.44% | $34.1M | +90.35% | +0.07% | +10.21% | ||
| AMZN - AMAZON COM INC | 4.35% | $33.4M | +112.02% | -3.13% | +72.13% | ||
| SBUX - STARBUCKS CORP | 3.94% | $30.2M | +12.31% | -14.27% | -17.74% | ||
| COST - COSTCO WHSL CORP NEW | 3.78% | $29.0M | +254.88% | +10.04% | +25.18% | ||
| CRM - SALESFORCE COM INC | 3.76% | $28.9M | +90.28% | +12.65% | +37.29% | ||
| CSCO - CISCO SYS INC | 3.72% | $28.6M | +34.02% | -8.18% | -6.61% | ||
| JNJ - JOHNSON & JOHNSON | 3.29% | $25.3M | +45.27% | +0.89% | +15.46% | ||
| HD - HOME DEPOT INC | 3.11% | $23.9M | +88.77% | +10.29% | +33.23% | ||
| GOOG - ALPHABET INC | Add 1% ($248.6K) | 3.04% | $23.3M | +176.31% | +8.45% | +24.88% | |
| INTU - INTUIT | 2.35% | $18.1M | +118.29% | -6.35% | +11.05% | ||
| DIS - DISNEY WALT CO | Reduce 5% $(881.3K) | 2.35% | $18.0M | -28.04% | -0.26% | -5.50% | |
| SYK - STRYKER CORP | Add 1% ($151.9K) | 2.35% | $18.0M | +77.92% | -8.34% | -12.47% | |
| ACN - ACCENTURE PLC IRELAND | 2.26% | $17.3M | +77.76% | -1.41% | +20.93% | ||
| META - FACEBOOK INC | 2.23% | $17.1M | +212.05% | -0.21% | +38.42% | ||
| GOOGL - ALPHABET INC | 2.09% | $16.1M | +172.56% | +8.19% | +24.74% | ||
| PEP - PEPSICO INC | Reduce 2% $(302.5K) | 2.08% | $16.0M | +35.07% | +2.77% | +7.85% | |
| IDXX - IDEXX LABS INC | Add 2% ($256.1K) | 1.99% | $15.3M | +48.04% | -7.93% | +37.44% | |
| PG - PROCTER AND GAMBLE CO | Reduce 3% $(456.1K) | 1.98% | $15.2M | +64.19% | +2.10% | +16.92% | |
| ADBE - ADOBE INC | Reduce 4% $(508.3K) | 1.55% | $11.9M | +27.59% | -1.98% | +49.69% | |
| ORCL - ORACLE CORP | Reduce 1% $(162.3K) | 1.50% | $11.5M | +196.11% | +4.50% | +3.11% | |
| MA - MASTERCARD INC | 1.49% | $11.5M | +94.55% | +0.66% | +17.83% | ||
| BA - BOEING CO | Reduce 1% $(65.5K) | 1.48% | $11.4M | -51.74% | +10.49% | -45.66% | |
| ISRG - INTUITIVE SURGICAL INC | Add 1% ($114.9K) | 1.36% | $10.4M | +177.15% | +5.56% | +32.34% | |
| UNP - UNION PACIFIC CORP | Reduce 1% $(101.5K) | 1.32% | $10.2M | +57.71% | +5.51% | +13.41% | |
| NKE - NIKE INC | 1.32% | $10.1M | -6.50% | +8.59% | +28.12% | ||
| IJH - ISHARES TR | Reduce 9% $(892.6K) | 1.13% | $8.7M | +61.25% | +4.49% | +3.34% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 11% $(963.2K) | 0.98% | $7.5M | +6.41% | +8.23% | +10.61% | |
| PANW - PALO ALTO NETWORKS INC | Add 4% ($270.6K) | 0.85% | $6.6M | +392.06% | +9.77% | +20.11% | |
| EQIX - EQUINIX INC | Add 2% ($97.8K) | 0.84% | $6.5M | +68.04% | -2.29% | +44.76% | |
| PFE - PFIZER INC | Reduce 1% $(48.6K) | 0.78% | $6.0M | -6.56% | +1.41% | +8.60% | |
| INTC - INTEL CORP | 0.71% | $5.5M | -42.45% | +24.99% | +7.28% | ||
| ABT - ABBOTT LABS | 0.69% | $5.3M | +67.04% | -1.79% | +18.75% | ||
| PLD - PROLOGIS INC | Add 5% ($244.9K) | 0.65% | $5.0M | +55.80% | +7.48% | +30.33% | |
| ABBV - ABBVIE INC | 0.61% | $4.7M | +310.71% | +32.95% | +49.28% | ||
| BLK - BLACKROCK INC | Reduce 4% $(172.7K) | 0.58% | $4.4M | +139.32% | +12.80% | +37.29% | |
| IJR - ISHARES TR | Add 1% ($51.3K) | 0.58% | $4.4M | +44.85% | +5.36% | -0.29% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.54% | $4.1M | +151.47% | +9.96% | +5.92% | ||
| NFLX - NETFLIX INC | Add 1% ($55.1K) | 0.52% | $4.0M | +183.73% | -6.23% | +54.07% | |
| MRK - MERCK & CO INC | 0.50% | $3.8M | +37.87% | -1.49% | -2.07% | ||
| XOM - EXXON MOBIL CORP | Reduce 4% $(145.7K) | 0.43% | $3.3M | +98.50% | -0.08% | -34.62% | |
| NEE - NEXTERA ENERGY INC | 0.38% | $3.0M | +54.51% | +3.52% | +34.27% | ||
| NVDA - NVIDIA CORP | Add 23% ($559.8K) | 0.38% | $3.0M | +2869.82% | +33.06% | +185.96% | |
| BBH - VANECK VECTORS ETF TR | Add 8% ($205.7K) | 0.38% | $2.9M | +32.24% | +4.79% | +29.73% | |
| SCHW - THE CHARLES SCHWAB CORPORATI | Reduce 6% $(194.9K) | 0.37% | $2.9M | +113.81% | +16.70% | -7.44% | |
| MDLZ - MONDELEZ INTL INC | Reduce 1% $(27.0K) | 0.37% | $2.8M | +33.58% | -5.37% | +3.10% | |
| CVX - CHEVRON CORP NEW | Reduce 1% $(28.0K) | 0.33% | $2.6M | +60.75% | -0.86% | -23.67% | |
| T - AT&T INC | Reduce 9% $(261.2K) | 0.32% | $2.5M | +43.02% | +15.93% | -6.71% | |