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: 2019-10-31 (Q3 2019) | Holdings: 117 | Value: $790.5M | 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 |
| AAPL - APPLE INC | Reduce 3% $(1.3M) | 6.09% | $48.1M | +266.64% | +24.06% | +76.08% | |
| MSFT - MICROSOFT CORP | 5.97% | $47.2M | +177.22% | +21.29% | +41.85% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(388.2K) | 4.46% | $35.2M | +132.38% | +4.65% | -4.33% | |
| V - VISA INC | Reduce 1% $(468.6K) | 4.22% | $33.4M | +91.66% | +11.67% | +3.21% | |
| SBUX - STARBUCKS CORP | Reduce 1% $(413.4K) | 3.98% | $31.5M | +32.05% | +1.95% | +3.51% | |
| COST - COSTCO WHSL CORP NEW | Reduce 2% $(573.6K) | 3.93% | $31.1M | +240.14% | +1.35% | +23.32% | |
| AMZN - AMAZON COM INC | Reduce 1% $(303.8K) | 3.83% | $30.3M | +119.90% | +12.09% | +68.03% | |
| CRM - SALESFORCE COM INC | Reduce 1% $(362.9K) | 3.53% | $27.9M | +76.43% | +17.42% | +47.20% | |
| HD - HOME DEPOT INC | 3.36% | $26.6M | +77.05% | -1.29% | +17.50% | ||
| GOOG - ALPHABET INC | Reduce 1% $(308.4K) | 3.29% | $26.0M | +163.66% | +17.47% | +28.54% | |
| CSCO - CISCO SYS INC | Reduce 1% $(229.8K) | 3.23% | $25.6M | +52.37% | +0.05% | -20.74% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(193.7K) | 2.95% | $23.3M | +46.46% | +14.51% | +7.88% | |
| SYK - STRYKER CORP | 2.40% | $19.0M | +77.56% | -2.60% | -5.77% | ||
| INTU - INTUIT | 2.32% | $18.3M | +133.55% | +9.02% | +22.67% | ||
| ACN - ACCENTURE PLC IRELAND | Reduce 1% $(172.9K) | 2.26% | $17.9M | +89.76% | +11.73% | +19.83% | |
| GOOGL - ALPHABET INC | Reduce 2% $(280.9K) | 2.26% | $17.9M | +160.43% | +17.13% | +28.32% | |
| PG - PROCTER & GAMBLE CO | 2.17% | $17.2M | +57.85% | +0.82% | +13.69% | ||
| DIS - DISNEY WALT CO | Reduce 1% $(207.9K) | 2.10% | $16.6M | -23.88% | +8.53% | -7.74% | |
| PEP - PEPSICO INC | Reduce 1% $(137.4K) | 2.09% | $16.6M | +29.90% | +4.33% | +1.11% | |
| META - FACEBOOK INC | Reduce 1% $(94.4K) | 1.99% | $15.7M | +215.28% | +5.88% | +35.53% | |
| IDXX - IDEXX LABS INC | Add 1% ($218.1K) | 1.94% | $15.3M | +49.42% | -3.43% | +50.95% | |
| N/A - NESTLE SA SPONSORED ADR | New Purchase | 1.55% | $12.3M | ||||
| MA - MASTERCARD INC | 1.49% | $11.8M | +94.09% | +16.47% | +4.49% | ||
| BA - BOEING CO | Reduce 3% $(304.4K) | 1.47% | $11.6M | -54.23% | -6.68% | -55.85% | |
| NKE - NIKE INC | Reduce 1% $(61.0K) | 1.43% | $11.3M | -12.21% | +10.37% | +37.09% | |
| ADBE - ADOBE INC | 1.42% | $11.2M | +55.36% | +28.25% | +59.40% | ||
| ORCL - ORACLE CORP | 1.40% | $11.0M | +184.86% | -2.71% | +4.80% | ||
| ISRG - INTUITIVE SURGICAL INC | 1.36% | $10.8M | +165.70% | +1.46% | +21.26% | ||
| UNP - UNION PACIFIC CORP | Reduce 1% $(131.2K) | 1.21% | $9.6M | +60.41% | +8.42% | +9.58% | |
| IJH - ISHARES TR | Add 2% ($173.9K) | 1.11% | $8.8M | +59.17% | +3.60% | +0.17% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 2% $(151.5K) | 0.99% | $7.8M | -4.99% | -4.30% | -1.74% | |
| EQIX - EQUINIX INC | Reduce 1% $(54.8K) | 0.93% | $7.3M | +63.21% | +7.24% | +32.71% | |
| PANW - PALO ALTO NETWORKS INC | 0.83% | $6.5M | +370.87% | +3.50% | -2.70% | ||
| INTC - INTEL CORP | 0.74% | $5.9M | -59.70% | +15.79% | -18.69% | ||
| ABT - ABBOTT LABS | 0.67% | $5.3M | +73.04% | +3.97% | +29.83% | ||
| PLD - PROLOGIS INC | Reduce 5% $(259.9K) | 0.63% | $5.0M | +52.41% | +4.82% | +18.59% | |
| PFE - PFIZER INC | 0.62% | $4.9M | -9.84% | -1.11% | -2.59% | ||
| ABBV - ABBVIE INC | 0.61% | $4.9M | +233.84% | +4.23% | +16.38% | ||
| IJR - ISHARES TR | 0.56% | $4.4M | +42.79% | +2.30% | -6.24% | ||
| BLK - BLACKROCK INC | Add 1% ($35.6K) | 0.54% | $4.3M | +123.90% | +14.44% | +35.45% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.51% | $4.1M | +132.54% | +4.56% | -4.33% | ||
| MRK - MERCK & CO INC | 0.48% | $3.8M | +33.89% | +1.00% | -9.19% | ||
| NEE - NEXTERA ENERGY INC | Reduce 1% $(23.3K) | 0.42% | $3.3M | +41.43% | +12.38% | +28.58% | |
| NVDA - NVIDIA CORP | Add 3% ($94.0K) | 0.41% | $3.2M | +2090.31% | +20.49% | +152.65% | |
| XOM - EXXON MOBIL CORP | 0.38% | $3.0M | +107.72% | -10.13% | -46.96% | ||
| MDLZ - MONDELEZ INTL INC | 0.37% | $2.9M | +45.61% | +9.83% | +5.51% | ||
| SCHW - THE CHARLES SCHWAB CORPORATI | Reduce 3% $(75.5K) | 0.37% | $2.9M | +90.22% | +11.29% | +1.96% | |
| BBH - VANECK VECTORS ETF TR | Add 5% ($146.9K) | 0.36% | $2.8M | +29.97% | +5.04% | +19.94% | |
| T - AT&T INC | 0.36% | $2.8M | +24.32% | -3.84% | -25.01% | ||
| NFLX - NETFLIX INC | Reduce 6% $(161.9K) | 0.34% | $2.7M | +210.05% | +24.00% | +67.69% | |
| CVX - CHEVRON CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||