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: 2020-01-29 (Q4 2019) | Holdings: 114 | Value: $834.3M | 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 1% $(923.8K) | 7.46% | $62.2M | +170.19% | -8.13% | +68.84% | |
| MSFT - MICROSOFT CORP | 6.42% | $53.5M | +127.98% | +3.25% | +39.15% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(261.6K) | 4.57% | $38.1M | +126.01% | -16.02% | +2.78% | |
| V - VISA INC | 4.36% | $36.4M | +67.12% | -12.27% | -2.17% | ||
| AMZN - AMAZON COM INC | 3.87% | $32.2M | +108.71% | +33.15% | +79.92% | ||
| COST - COSTCO WHSL CORP NEW | 3.79% | $31.6M | +214.13% | -1.46% | +17.46% | ||
| SBUX - STARBUCKS CORP | 3.75% | $31.3M | +25.74% | -9.79% | +17.75% | ||
| CRM - SALESFORCE COM INC | 3.67% | $30.6M | +51.05% | -10.48% | +26.29% | ||
| GOOG - ALPHABET INC | 3.42% | $28.6M | +129.88% | -6.34% | +32.04% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(285.6K) | 3.11% | $26.0M | +25.80% | +0.64% | +11.40% | |
| HD - HOME DEPOT INC | 3.01% | $25.1M | +69.91% | -4.61% | +19.16% | ||
| CSCO - CISCO SYS INC | 2.97% | $24.8M | +49.75% | -8.08% | +0.98% | ||
| ACN - ACCENTURE PLC IRELAND | 2.35% | $19.6M | +64.52% | -10.35% | +21.17% | ||
| GOOGL - ALPHABET INC | 2.34% | $19.6M | +127.44% | -6.36% | +31.64% | ||
| DIS - DISNEY WALT CO | 2.21% | $18.5M | -27.41% | -19.94% | +26.56% | ||
| SYK - STRYKER CORP | 2.21% | $18.4M | +82.91% | -10.90% | +9.21% | ||
| META - FACEBOOK INC | 2.18% | $18.2M | +187.08% | -0.88% | +26.86% | ||
| INTU - INTUIT | 2.17% | $18.1M | +111.22% | -4.85% | +32.41% | ||
| PG - PROCTER & GAMBLE CO | 2.07% | $17.3M | +52.87% | -4.92% | +5.91% | ||
| PEP - PEPSICO INC | Add 1% ($181.1K) | 2.00% | $16.7M | +21.41% | -6.42% | -0.95% | |
| IDXX - IDEXX LABS INC | 1.77% | $14.8M | +45.73% | -0.43% | +76.62% | ||
| ADBE - ADOBE INC | 1.61% | $13.5M | +8.05% | +1.13% | +34.40% | ||
| MA - MASTERCARD INC | 1.56% | $13.0M | +67.60% | -13.67% | +1.34% | ||
| NKE - NIKE INC | 1.46% | $12.2M | -21.90% | -11.71% | +38.36% | ||
| ISRG - INTUITIVE SURGICAL INC | Add 1% ($70.9K) | 1.42% | $11.8M | +151.53% | -10.16% | +31.21% | |
| UNP - UNION PACIFIC CORP | 1.28% | $10.7M | +46.29% | -10.54% | +12.90% | ||
| ORCL - ORACLE CORP | 1.27% | $10.6M | +201.38% | +0.76% | +18.43% | ||
| BA - BOEING CO | Reduce 4% $(389.9K) | 1.14% | $9.5M | -49.99% | -55.74% | -38.53% | |
| IJH - ISHARES TR | 1.13% | $9.4M | +50.90% | -18.64% | +19.33% | ||
| VZ - VERIZON COMMUNICATIONS INC | 0.95% | $7.9M | -1.19% | -1.08% | -3.46% | ||
| PANW - PALO ALTO NETWORKS INC | Add 2% ($118.9K) | 0.90% | $7.5M | +347.74% | -16.83% | +52.94% | |
| EQIX - EQUINIX INC | 0.89% | $7.4M | +52.00% | +12.49% | +27.47% | ||
| INTC - INTEL CORP | 0.81% | $6.8M | -59.07% | -8.17% | -11.49% | ||
| ABBV - ABBVIE INC | 0.68% | $5.7M | +216.17% | +1.02% | +30.50% | ||
| ABT - ABBOTT LABS | 0.65% | $5.5M | +60.68% | +4.74% | +40.95% | ||
| PFE - PFIZER INC | 0.64% | $5.4M | -9.21% | +3.40% | +6.09% | ||
| PLD - PROLOGIS INC | 0.63% | $5.3M | +30.94% | -6.36% | +13.13% | ||
| BLK - BLACKROCK INC | Add 2% ($116.6K) | 0.59% | $4.9M | +93.17% | -4.74% | +37.73% | |
| IJR - ISHARES TR | 0.57% | $4.8M | +35.48% | -22.31% | +23.05% | ||
| NVDA - NVIDIA CORP | Add 3% ($151.8K) | 0.54% | $4.5M | +1821.70% | +21.04% | +119.51% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.53% | $4.4M | +126.38% | -15.75% | +3.53% | ||
| MRK - MERCK & CO INC | 0.49% | $4.1M | +33.13% | -8.00% | -8.20% | ||
| NEE - NEXTERA ENERGY INC | Reduce 2% $(54.5K) | 0.41% | $3.4M | +24.08% | -12.62% | +25.45% | |
| BBH - VANECK VECTORS ETF TRUST | Add 1% ($29.3K) | 0.40% | $3.4M | +22.03% | +9.88% | +40.47% | |
| SCHW - THE CHARLES SCHWAB CORPORATI | Add 1% ($44.9K) | 0.40% | $3.3M | +74.45% | -16.60% | +19.71% | |
| NFLX - NETFLIX INC | Reduce 2% $(51.8K) | 0.39% | $3.2M | +160.97% | +23.09% | +58.03% | |
| XOM - EXXON MOBIL CORP | Reduce 1% $(41.9K) | 0.35% | $2.9M | +119.09% | -26.09% | -23.95% | |
| T - AT&T INC | 0.35% | $2.9M | +31.42% | -14.98% | -15.71% | ||
| MDLZ - MONDELEZ INTL INC | 0.35% | $2.9M | +29.85% | -7.63% | +0.88% | ||
| TROW - PRICE T ROWE GROUP INC | New Purchase | 0.32% | $2.7M | -15.25% | -11.80% | +21.55% | |
| N/A - NESTLE SA SPONSORED ADR | Reduce 100% | 0.00% | $0.00 | ||||