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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: 2020-11-12 (Q3 2020) | Holdings: 105 | Value: $929.0M | 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 | Add 282% ($67.2M) | 9.80% | $91.0M | +79.73% | +11.68% | +26.36% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(838.8K) | 7.46% | $69.3M | +81.95% | +12.93% | +56.75% | |
| AMZN - AMAZON COM INC | Reduce 1% $(604.6K) | 5.71% | $53.0M | +24.21% | +4.71% | +13.57% | |
| CRM - SALESFORCE COM INC | Reduce 1% $(544.6K) | 4.97% | $46.1M | +8.08% | -1.68% | +20.82% | |
| V - VISA INC | 4.04% | $37.5M | +61.43% | -0.80% | +1.76% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(492.0K) | 3.99% | $37.1M | +155.49% | -3.33% | +42.78% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 6% $(1.9M) | 3.48% | $32.4M | +122.63% | +8.29% | +25.68% | |
| HD - HOME DEPOT INC | 3.38% | $31.4M | +40.08% | +0.17% | +37.23% | ||
| GOOG - ALPHABET INC | Reduce 1% $(368.9K) | 3.25% | $30.2M | +88.33% | +20.73% | +69.99% | |
| SBUX - STARBUCKS CORP | Reduce 1% $(263.9K) | 3.22% | $29.9M | +11.54% | +12.47% | +20.49% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(265.7K) | 2.77% | $25.8M | +24.10% | +11.49% | +12.49% | |
| META - FACEBOOK INC | 2.45% | $22.8M | +113.49% | -1.35% | +25.15% | ||
| IDXX - IDEXX LABS INC | Add 1% ($122.3K) | 2.39% | $22.2M | -10.31% | +18.80% | +36.64% | |
| INTU - INTUIT | 2.38% | $22.1M | +69.65% | +20.21% | +78.94% | ||
| GOOGL - ALPHABET INC | 2.29% | $21.3M | +87.11% | +20.75% | +69.85% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | Add 1% ($175.1K) | 2.20% | $20.4M | -19.17% | +7.31% | +41.13% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 2% $(320.0K) | 2.17% | $20.1M | +40.54% | +7.47% | +55.42% | |
| CSCO - CISCO SYS INC | Reduce 2% $(460.9K) | 2.10% | $19.5M | +64.74% | +13.80% | +43.08% | |
| PG - PROCTER AND GAMBLE CO | 2.07% | $19.2M | +31.69% | -9.51% | +6.26% | ||
| SYK - STRYKER CORPORATION | Add 1% ($140.6K) | 1.94% | $18.1M | +68.07% | +9.80% | +16.87% | |
| PEP - PEPSICO INC | Add 2% ($277.6K) | 1.84% | $17.1M | +17.61% | -5.87% | +17.30% | |
| NKE - NIKE INC | 1.60% | $14.8M | -39.99% | +11.01% | +33.03% | ||
| ISRG - INTUITIVE SURGICAL INC | Add 1% ($144.0K) | 1.52% | $14.1M | +91.14% | +5.83% | +41.74% | |
| DIS - DISNEY WALT CO | Reduce 11% $(1.7M) | 1.49% | $13.8M | -30.40% | +32.26% | +12.44% | |
| MA - MASTERCARD INCORPORATED | Reduce 2% $(304.7K) | 1.48% | $13.8M | +61.21% | +3.43% | +9.94% | |
| ORCL - ORACLE CORP | 1.25% | $11.6M | +176.25% | +9.67% | +67.84% | ||
| UNP - UNION PAC CORP | 1.22% | $11.4M | +27.90% | +6.35% | +21.73% | ||
| NVDA - NVIDIA CORPORATION | Add 1% ($149.9K) | 1.16% | $10.7M | +750.63% | +12.53% | +120.56% | |
| EQIX - EQUINIX INC | Add 2% ($241.0K) | 1.08% | $10.0M | +18.43% | -9.69% | +5.96% | |
| PANW - PALO ALTO NETWORKS INC | Reduce 1% $(88.6K) | 0.84% | $7.8M | +317.75% | +55.28% | +104.57% | |
| VZ - VERIZON COMMUNICATIONS INC | 0.79% | $7.4M | -7.39% | -9.73% | -9.66% | ||
| PLD - PROLOGIS INC. | Add 7% ($468.4K) | 0.77% | $7.2M | +19.51% | +3.91% | +48.79% | |
| ABT - ABBOTT LABS | 0.74% | $6.9M | +24.12% | +13.75% | +16.32% | ||
| BLK - BLACKROCK INC | Add 3% ($151.0K) | 0.64% | $5.9M | +52.32% | +11.22% | +47.35% | |
| INTC - INTEL CORP | Reduce 3% $(165.7K) | 0.61% | $5.7M | -41.73% | +39.69% | +14.74% | |
| ABBV - ABBVIE INC | 0.60% | $5.6M | +157.41% | +8.22% | +25.70% | ||
| NFLX - NETFLIX INC | Add 5% ($251.5K) | 0.55% | $5.1M | +82.87% | +14.49% | +39.56% | |
| PFE - PFIZER INC | Reduce 1% $(29.4K) | 0.53% | $4.9M | -13.67% | -2.25% | +43.82% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.45% | $4.2M | +123.94% | +9.27% | +27.01% | ||
| BBH - VANECK VECTORS ETF TR | Add 2% ($81.0K) | 0.43% | $4.0M | +2.51% | +19.71% | +18.94% | |
| MRK - MERCK & CO. INC | 0.40% | $3.7M | +40.93% | -6.73% | +13.18% | ||
| NEE - NEXTERA ENERGY INC | Reduce 2% $(83.3K) | 0.39% | $3.6M | +5.44% | +5.94% | +15.69% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 22% ($605.3K) | 0.36% | $3.3M | +4.27% | +1.49% | +28.54% | |
| BABA - ALIBABA GROUP HLDG LTD | 0.35% | $3.3M | -45.91% | +2.26% | -37.09% | ||
| WMT - WALMART INC | 0.34% | $3.1M | +81.10% | -1.84% | +0.17% | ||
| MDLZ - MONDELEZ INTL INC | Add 1% ($14.4K) | 0.31% | $2.9M | +24.31% | -4.07% | +11.66% | |
| TROW - PRICE T ROWE GROUP INC | 0.30% | $2.8M | -20.82% | +18.75% | +62.22% | ||
| IVV - ISHARES TR | 0.26% | $2.4M | +65.51% | +10.96% | +33.54% | ||
| CMCSA - COMCAST CORP NEW | 0.23% | $2.2M | -18.91% | +11.03% | +13.66% | ||
| T - AT&T INC | 0.23% | $2.1M | +59.12% | +3.19% | -6.73% | ||