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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: 2020-08-11 (Q2 2020) | Holdings: 105 | Value: $835.6M | 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 2% $(1.5M) | 8.98% | $75.0M | +94.61% | +8.07% | +35.61% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(856.6K) | 8.12% | $67.9M | +92.22% | +5.20% | +42.54% | |
| AMZN - AMAZON COM INC | Reduce 3% $(1.2M) | 5.62% | $47.0M | +24.77% | +0.07% | +6.29% | |
| V - VISA INC | Reduce 2% $(800.9K) | 4.35% | $36.4M | +70.79% | +4.97% | +17.34% | |
| CRM - SALESFORCE COM INC | Reduce 1% $(346.4K) | 4.16% | $34.8M | +41.58% | +29.23% | +28.70% | |
| COST - COSTCO WHSL CORP NEW | Reduce 2% $(489.7K) | 3.84% | $32.1M | +188.79% | +12.79% | +38.03% | |
| GOOG - ALPHABET INC | Reduce 2% $(617.7K) | 3.52% | $29.4M | +122.82% | +17.79% | +86.31% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 3% $(932.9K) | 3.44% | $28.7M | +136.63% | +5.45% | +36.20% | |
| HD - HOME DEPOT INC | Reduce 1% $(239.5K) | 3.40% | $28.4M | +39.14% | -0.73% | +22.08% | |
| SBUX - STARBUCKS CORP | Reduce 1% $(379.0K) | 3.10% | $25.9M | +32.90% | +18.07% | +47.90% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(228.8K) | 2.94% | $24.6M | +26.24% | +1.18% | +21.87% | |
| CSCO - CISCO SYS INC | Reduce 1% $(277.8K) | 2.83% | $23.6M | +44.88% | -17.46% | +23.07% | |
| GOOGL - ALPHABET INC | Reduce 1% $(197.1K) | 2.46% | $20.5M | +119.94% | +17.19% | +84.51% | |
| INTU - INTUIT | Reduce 2% $(428.0K) | 2.40% | $20.0M | +99.36% | +16.74% | +80.09% | |
| META - FACEBOOK INC | Reduce 1% $(218.0K) | 2.35% | $19.7M | +128.94% | +6.22% | +40.04% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 2% $(372.5K) | 2.32% | $19.4M | +47.03% | +3.81% | +41.57% | |
| IDXX - IDEXX LABS INC | Reduce 1% $(182.9K) | 2.22% | $18.5M | +8.34% | +19.79% | +80.17% | |
| ADBE - ADOBE INC | Add 1% ($237.2K) | 2.15% | $18.0M | -13.61% | +5.76% | +45.04% | |
| PG - PROCTER AND GAMBLE CO | Add 1% ($83.7K) | 1.98% | $16.6M | +40.77% | +6.85% | +9.48% | |
| PEP - PEPSICO INC | 1.92% | $16.0M | +25.83% | +7.04% | +18.01% | ||
| SYK - STRYKER CORPORATION | Reduce 2% $(296.0K) | 1.85% | $15.5M | +100.12% | +18.49% | +38.31% | |
| DIS - DISNEY WALT CO | Reduce 2% $(281.0K) | 1.67% | $13.9M | -24.95% | +3.71% | +37.21% | |
| MA - MASTERCARD INCORPORATED | Reduce 3% $(418.4K) | 1.47% | $12.3M | +62.21% | +0.00% | +10.67% | |
| NKE - NIKE INC | Reduce 1% $(93.1K) | 1.38% | $11.5M | -27.24% | +20.05% | +62.75% | |
| ISRG - INTUITIVE SURGICAL INC | Reduce 2% $(231.3K) | 1.34% | $11.2M | +111.51% | +9.54% | +47.88% | |
| ORCL - ORACLE CORP | Reduce 2% $(207.3K) | 1.29% | $10.8M | +189.38% | +3.96% | +67.36% | |
| UNP - UNION PAC CORP | Reduce 2% $(246.9K) | 1.17% | $9.7M | +35.43% | +5.02% | +20.95% | |
| EQIX - EQUINIX INC | Add 3% ($246.5K) | 1.08% | $9.1M | +18.83% | -0.23% | +7.79% | |
| NVDA - NVIDIA CORPORATION | Reduce 1% $(67.2K) | 0.89% | $7.4M | +955.00% | +22.47% | +81.32% | |
| PANW - PALO ALTO NETWORKS INC | Reduce 2% $(126.3K) | 0.88% | $7.4M | +312.93% | -1.65% | +44.03% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 1% $(36.1K) | 0.82% | $6.9M | -3.16% | +4.84% | -0.87% | |
| INTC - INTEL CORP | 0.81% | $6.8M | -45.75% | -6.97% | +12.89% | ||
| ABBV - ABBVIE INC | 0.75% | $6.3M | +171.97% | +5.86% | +29.87% | ||
| PLD - PROLOGIS INC. | Add 16% ($838.1K) | 0.74% | $6.2M | +21.33% | +0.98% | +30.19% | |
| ABT - ABBOTT LABS | Add 1% ($50.3K) | 0.69% | $5.8M | +41.36% | +12.83% | +25.21% | |
| BLK - BLACKROCK INC | Add 10% ($522.9K) | 0.67% | $5.6M | +70.79% | +12.09% | +58.51% | |
| NFLX - NETFLIX INC | Reduce 1% $(55.1K) | 0.53% | $4.4M | +88.86% | +3.27% | +8.35% | |
| PFE - PFIZER INC | Reduce 1% $(44.7K) | 0.53% | $4.4M | -12.69% | +0.28% | +37.18% | |
| BBH - VANECK VECTORS ETF TR | Add 11% ($398.7K) | 0.48% | $4.0M | +2.37% | -0.65% | +32.28% | |
| MRK - MERCK & CO. INC | 0.42% | $3.5M | +39.98% | -1.14% | +1.23% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.42% | $3.5M | +136.35% | +5.17% | +36.31% | ||
| NEE - NEXTERA ENERGY INC | Reduce 4% $(132.1K) | 0.39% | $3.2M | +16.87% | +10.37% | +21.31% | |
| TROW - PRICE T ROWE GROUP INC | 0.32% | $2.7M | -21.33% | -1.18% | +60.13% | ||
| WMT - WALMART INC | 0.32% | $2.7M | +107.58% | +14.08% | +16.50% | ||
| MDLZ - MONDELEZ INTL INC | Reduce 5% $(143.2K) | 0.31% | $2.6M | +30.61% | +4.98% | +15.76% | |
| BABA - ALIBABA GROUP HLDG LTD | Reduce 8% $(208.2K) | 0.29% | $2.4M | -42.56% | +6.04% | -23.11% | |
| T - AT&T INC | 0.27% | $2.2M | +52.49% | -4.60% | -0.93% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | New Purchase | 0.27% | $2.2M | +25.78% | +19.05% | +32.83% | |
| IVV - ISHARES TR | New Purchase | 0.26% | $2.2M | +75.97% | +5.72% | +34.65% | |
| CMCSA - COMCAST CORP NEW | New Purchase | 0.22% | $1.8M | -9.40% | +12.12% | +39.80% | |
| IJH - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IJR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHW - SCHWAB CHARLES CORP | Reduce 100% | 0.00% | $0.00 | ||||