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: 2020-05-08 (Q1 2020) | Holdings: 102 | Value: $704.0M | 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% $(562.5K) | 7.57% | $53.3M | +179.68% | +46.62% | +65.80% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(290.0K) | 7.56% | $53.3M | +116.06% | +14.02% | +36.33% | |
| AMZN - AMAZON COM INC | 4.84% | $34.1M | +63.30% | +32.57% | +34.35% | ||
| V - VISA INC | Reduce 1% $(180.5K) | 4.41% | $31.0M | +85.15% | +7.21% | +23.67% | |
| COST - COSTCO WHSL CORP NEW | 4.35% | $30.7M | +216.03% | +11.48% | +29.13% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(387.6K) | 4.31% | $30.4M | +187.76% | +21.31% | +66.83% | |
| CRM - SALESFORCE COM INC | 3.84% | $27.0M | +55.65% | +12.30% | +21.83% | ||
| GOOG - ALPHABET INC | Reduce 1% $(157.0K) | 3.51% | $24.7M | +140.17% | +8.55% | +69.90% | |
| SBUX - STARBUCKS CORP | 3.33% | $23.4M | +38.80% | +1.66% | +51.34% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(217.0K) | 3.29% | $23.1M | +26.33% | +0.41% | +17.80% | |
| HD - HOME DEPOT INC | 3.03% | $21.4M | +68.95% | +19.24% | +50.59% | ||
| CSCO - CISCO SYS INC | Reduce 1% $(145.9K) | 2.86% | $20.2M | +61.38% | +12.45% | +28.34% | |
| GOOGL - ALPHABET INC | 2.41% | $17.0M | +137.56% | +8.72% | +66.46% | ||
| INTU - INTUIT | 2.26% | $15.9M | +113.56% | +8.64% | +40.87% | ||
| PG - PROCTER & GAMBLE CO | 2.15% | $15.2M | +63.71% | +16.58% | +21.85% | ||
| ACN - ACCENTURE PLC IRELAND | Reduce 1% $(132.2K) | 2.14% | $15.1M | +82.23% | +23.97% | +58.04% | |
| META - FACEBOOK INC | Reduce 1% $(157.1K) | 2.07% | $14.6M | +181.14% | +24.71% | +45.09% | |
| SYK - STRYKER CORP | 2.07% | $14.6M | +101.43% | -0.90% | +36.26% | ||
| PEP - PEPSICO INC | Reduce 1% $(104.5K) | 2.07% | $14.6M | +28.63% | +2.70% | +13.30% | |
| IDXX - IDEXX LABS INC | 1.95% | $13.7M | +41.56% | +31.43% | +83.02% | ||
| ADBE - ADOBE INC | 1.84% | $13.0M | +3.28% | +21.17% | +31.04% | ||
| DIS - DISNEY WALT CO | 1.75% | $12.3M | -9.53% | +18.81% | +70.02% | ||
| MA - MASTERCARD INC | Reduce 1% $(129.5K) | 1.47% | $10.4M | +90.99% | +15.67% | +31.72% | |
| ISRG - INTUITIVE SURGICAL INC | 1.42% | $10.0M | +168.86% | +28.38% | +56.92% | ||
| NKE - NIKE INC | Reduce 1% $(134.5K) | 1.39% | $9.8M | -13.79% | +18.14% | +53.83% | |
| ORCL - ORACLE CORP | Reduce 1% $(82.2K) | 1.36% | $9.6M | +198.20% | +3.84% | +53.35% | |
| UNP - UNION PAC CORP | 1.18% | $8.3M | +66.77% | +19.92% | +48.73% | ||
| EQIX - EQUINIX INC | Reduce 2% $(129.9K) | 1.11% | $7.8M | +35.66% | +16.87% | +8.72% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 3% $(214.7K) | 0.95% | $6.7M | +0.91% | +4.89% | +9.27% | |
| IJH - ISHARES TR | Reduce 3% $(165.4K) | 0.91% | $6.4M | +84.42% | +18.18% | +67.76% | |
| INTC - INTEL CORP | 0.87% | $6.1M | -55.50% | -17.05% | -3.82% | ||
| PANW - PALO ALTO NETWORKS INC | 0.76% | $5.4M | +396.68% | +21.23% | +60.25% | ||
| NVDA - NVIDIA CORP | Add 3% ($155.5K) | 0.74% | $5.2M | +1385.83% | +43.07% | +82.97% | |
| ABT - ABBOTT LABS | 0.70% | $5.0M | +51.54% | +7.73% | +29.50% | ||
| ABBV - ABBVIE INC | 0.69% | $4.9M | +202.37% | +9.91% | +43.51% | ||
| PLD - PROLOGIS INC. | Reduce 3% $(119.8K) | 0.66% | $4.6M | +40.65% | +17.65% | +34.15% | |
| PFE - PFIZER INC | 0.63% | $4.5M | -10.46% | +4.07% | +17.64% | ||
| BLK - BLACKROCK INC | Reduce 5% $(202.4K) | 0.58% | $4.1M | +106.82% | +18.65% | +78.34% | |
| NFLX - NETFLIX INC | Reduce 1% $(51.1K) | 0.53% | $3.7M | +104.01% | +10.78% | +11.54% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.50% | $3.5M | +186.36% | +20.62% | +66.26% | ||
| MRK - MERCK & CO. INC | 0.49% | $3.5M | +51.01% | +7.26% | +6.13% | ||
| NEE - NEXTERA ENERGY INC | Reduce 1% $(24.1K) | 0.48% | $3.4M | +44.71% | +25.76% | +34.65% | |
| IJR - ISHARES TR | Reduce 8% $(256.7K) | 0.42% | $2.9M | +76.71% | +21.64% | +79.04% | |
| BBH - VANECK VECTORS ETF TR | Reduce 9% $(292.6K) | 0.40% | $2.8M | +7.87% | +5.82% | +16.08% | |
| MDLZ - MONDELEZ INTL INC | 0.37% | $2.6M | +42.93% | +10.31% | +25.41% | ||
| WMT - WALMART INC | New Purchase | 0.36% | $2.5M | +120.12% | +7.18% | +16.28% | |
| BABA - ALIBABA GROUP HLDG LTD | New Purchase | 0.34% | $2.4M | -29.39% | +22.36% | +8.26% | |
| SCHW - SCHWAB CHARLES CORP | Reduce 4% $(93.5K) | 0.32% | $2.3M | +118.46% | -5.43% | +100.36% | |
| T - AT&T INC | 0.31% | $2.2M | +58.86% | +3.62% | +18.02% | ||
| TROW - PRICE T ROWE GROUP INC | 0.30% | $2.1M | -0.89% | +24.62% | +74.30% | ||
| BA - BOEING CO | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||