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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: 2021-02-08 (Q4 2020) | Holdings: 107 | Value: $1.0B | 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 1% $(1.3M) | 10.17% | $103.0M | +56.89% | -6.99% | +29.80% | |
| MSFT - MICROSOFT CORP | 7.22% | $73.0M | +62.33% | +2.43% | +29.75% | ||
| AMZN - AMAZON COM INC | Reduce 1% $(390.8K) | 5.38% | $54.5M | +17.07% | -3.68% | -2.68% | |
| V - VISA INC | 4.05% | $41.0M | +64.68% | +9.99% | +12.89% | ||
| CRM - SALESFORCE COM INC | 4.05% | $41.0M | +14.07% | -10.72% | -7.31% | ||
| COST - COSTCO WHSL CORP NEW | 3.87% | $39.2M | +159.86% | +6.18% | +47.93% | ||
| SBUX - STARBUCKS CORP | 3.68% | $37.3M | -0.68% | +8.29% | -6.85% | ||
| GOOG - ALPHABET INC | 3.56% | $36.0M | +59.26% | +12.66% | +36.11% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(609.6K) | 3.42% | $34.6M | +112.70% | +23.31% | +35.99% | |
| HD - HOME DEPOT INC | 2.97% | $30.1M | +37.71% | +22.74% | +33.01% | ||
| IDXX - IDEXX LABS INC | 2.79% | $28.2M | -18.30% | +5.62% | +6.94% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(161.3K) | 2.67% | $27.1M | +11.23% | +3.71% | +6.42% | |
| INTU - INTUIT | 2.54% | $25.7M | +54.45% | +1.88% | +50.92% | ||
| GOOGL - ALPHABET INC | 2.51% | $25.4M | +57.64% | +10.46% | +36.49% | ||
| META - FACEBOOK INC | 2.35% | $23.7M | +122.53% | +14.84% | -12.93% | ||
| ACN - ACCENTURE PLC IRELAND | 2.30% | $23.3M | +31.14% | +13.73% | +40.31% | ||
| CSCO - CISCO SYS INC | Reduce 3% $(620.3K) | 2.13% | $21.5M | +38.06% | +9.79% | +18.55% | |
| SYK - STRYKER CORPORATION | 2.10% | $21.3M | +56.35% | +5.76% | +8.30% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | 2.07% | $20.9M | -23.67% | -3.16% | +5.40% | ||
| DIS - DISNEY WALT CO | Reduce 3% $(588.8K) | 1.93% | $19.6M | -47.88% | -2.06% | -21.76% | |
| PG - PROCTER AND GAMBLE CO | 1.90% | $19.2M | +43.79% | +7.02% | +26.30% | ||
| PEP - PEPSICO INC | Reduce 1% $(170.5K) | 1.79% | $18.1M | +18.96% | +4.79% | +25.39% | |
| NKE - NIKE INC | Add 1% ($95.5K) | 1.66% | $16.8M | -46.66% | -4.82% | +2.62% | |
| ISRG - INTUITIVE SURGICAL INC | 1.61% | $16.3M | +85.04% | +7.99% | +13.40% | ||
| MA - MASTERCARD INCORPORATED | Add 1% ($91.0K) | 1.44% | $14.6M | +58.30% | +9.18% | +14.08% | |
| ORCL - ORACLE CORP | 1.25% | $12.6M | +148.15% | +27.61% | +34.32% | ||
| UNP - UNION PAC CORP | Reduce 2% $(192.6K) | 1.17% | $11.8M | +25.87% | +12.26% | +22.88% | |
| PANW - PALO ALTO NETWORKS INC | Add 1% ($156.4K) | 1.13% | $11.4M | +174.78% | -11.34% | +38.83% | |
| NVDA - NVIDIA CORPORATION | Add 4% ($419.3K) | 1.06% | $10.8M | +708.08% | -0.49% | +86.38% | |
| EQIX - EQUINIX INC | Add 3% ($320.0K) | 0.96% | $9.8M | +20.08% | -3.77% | -2.88% | |
| BLK - BLACKROCK INC | Add 2% ($130.6K) | 0.76% | $7.7M | +37.44% | +18.52% | +13.92% | |
| PLD - PROLOGIS INC. | Add 4% ($298.5K) | 0.73% | $7.4M | +14.65% | +9.35% | +48.24% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 2% $(126.3K) | 0.71% | $7.2M | +0.98% | +9.34% | +1.78% | |
| ABT - ABBOTT LABS | Add 1% ($52.0K) | 0.69% | $7.0M | +11.91% | -4.37% | +6.10% | |
| ABBV - ABBVIE INC | Reduce 1% $(42.9K) | 0.67% | $6.8M | +133.81% | +10.97% | +41.39% | |
| NFLX - NETFLIX INC | 0.55% | $5.6M | +63.03% | -10.86% | -24.38% | ||
| INTC - INTEL CORP | 0.54% | $5.5M | -55.66% | -4.18% | -12.74% | ||
| PFE - PFIZER INC | Reduce 3% $(130.3K) | 0.47% | $4.8M | -11.96% | +15.67% | +53.19% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.45% | $4.5M | +112.26% | +23.24% | +35.70% | ||
| BBH - VANECK VECTORS ETF TR | 0.42% | $4.2M | -16.14% | -9.75% | -13.88% | ||
| NEE - NEXTERA ENERGY INC | Add 300% ($3.0M) | 0.40% | $4.1M | -3.29% | -10.01% | -6.45% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 11% ($389.9K) | 0.38% | $3.9M | +3.74% | -6.37% | +19.33% | |
| MRK - MERCK & CO. INC | 0.36% | $3.7M | +49.40% | +5.00% | +10.75% | ||
| TROW - PRICE T ROWE GROUP INC | 0.33% | $3.3M | -33.08% | +17.69% | -2.12% | ||
| WMT - WALMART INC | 0.32% | $3.2M | +85.88% | -1.81% | -3.25% | ||
| MDLZ - MONDELEZ INTL INC | Reduce 3% $(93.6K) | 0.28% | $2.8M | +26.47% | +10.97% | +23.49% | |
| BABA - ALIBABA GROUP HLDG LTD | Add 4% ($110.5K) | 0.27% | $2.7M | -45.56% | -16.53% | -51.90% | |
| IVV - ISHARES TR | 0.27% | $2.7M | +50.21% | +7.65% | +19.05% | ||
| CMCSA - COMCAST CORP NEW | 0.24% | $2.5M | -25.78% | +11.10% | -2.53% | ||
| VTI - VANGUARD INDEX FDS | New Purchase | 0.22% | $2.2M | +39.82% | +5.50% | +13.97% | |
| T - AT&T INC | Reduce 100% | 0.00% | $0.00 | ||||