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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: 2021-05-05 (Q1 2021) | Holdings: 112 | 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 2% $(1.5M) | 8.97% | $93.3M | +67.60% | +14.64% | +23.89% | |
| MSFT - MICROSOFT CORP | 7.41% | $77.1M | +58.95% | +17.72% | +12.38% | ||
| AMZN - AMAZON COM INC | Add 1% ($445.6K) | 5.02% | $52.2M | +18.59% | +2.29% | -29.80% | |
| GOOG - ALPHABET INC | 4.07% | $42.4M | +40.82% | +16.59% | -1.59% | ||
| V - VISA INC | Add 1% ($380.1K) | 3.85% | $40.1M | +47.33% | +5.28% | -11.13% | |
| CRM - SALESFORCE COM INC | Add 2% ($934.4K) | 3.84% | $39.9M | +26.62% | +16.12% | -21.36% | |
| SBUX - STARBUCKS CORP | Add 1% ($294.6K) | 3.69% | $38.4M | -7.76% | +5.17% | -31.50% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(249.1K) | 3.64% | $37.9M | +77.12% | +0.33% | +12.01% | |
| COST - COSTCO WHSL CORP NEW | Add 2% ($575.6K) | 3.58% | $37.3M | +150.16% | +18.02% | +35.78% | |
| HD - HOME DEPOT INC | Add 1% ($479.6K) | 3.37% | $35.0M | +14.70% | -0.63% | -9.97% | |
| GOOGL - ALPHABET INC | Add 1% ($274.3K) | 2.90% | $30.1M | +41.82% | +17.71% | +0.37% | |
| IDXX - IDEXX LABS INC | Add 4% ($1.0M) | 2.75% | $28.6M | -22.51% | +30.69% | -30.07% | |
| JNJ - JOHNSON & JOHNSON | 2.72% | $28.3M | +9.48% | +4.44% | +8.43% | ||
| INTU - INTUIT | Add 3% ($894.5K) | 2.58% | $26.8M | +52.27% | +36.87% | +1.76% | |
| META - FACEBOOK INC | Add 1% ($238.3K) | 2.48% | $25.8M | +88.51% | +15.58% | -35.21% | |
| ACN - ACCENTURE PLC IRELAND | Add 3% ($662.2K) | 2.43% | $25.3M | +15.76% | +11.49% | +3.33% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Add 10% ($1.9M) | 2.10% | $21.8M | -22.20% | +30.00% | -19.49% | |
| SYK - STRYKER CORPORATION | Add 2% ($464.8K) | 2.08% | $21.6M | +49.54% | +4.01% | -4.19% | |
| DIS - DISNEY WALT CO | Add 2% ($491.4K) | 1.96% | $20.4M | -46.35% | -3.09% | -39.66% | |
| PG - PROCTER AND GAMBLE CO | Add 5% ($992.7K) | 1.90% | $19.7M | +38.02% | +6.19% | +19.17% | |
| PEP - PEPSICO INC | Add 7% ($1.3M) | 1.78% | $18.5M | +15.29% | +7.61% | +21.23% | |
| CSCO - CISCO SYS INC | Reduce 28% $(7.0M) | 1.72% | $17.9M | +30.90% | +9.61% | -0.82% | |
| NKE - NIKE INC | Add 2% ($269.8K) | 1.54% | $16.0M | -42.35% | +30.58% | -12.99% | |
| ISRG - INTUITIVE SURGICAL INC | Add 4% ($608.1K) | 1.47% | $15.3M | +71.45% | +23.47% | -19.14% | |
| MA - MASTERCARD INCORPORATED | 1.40% | $14.6M | +43.12% | +1.03% | -5.99% | ||
| ORCL - ORACLE CORP | Reduce 6% $(857.6K) | 1.23% | $12.8M | +96.84% | +13.48% | -7.09% | |
| NVDA - NVIDIA CORPORATION | Add 14% ($1.5M) | 1.20% | $12.5M | +699.19% | +40.53% | +28.93% | |
| UNP - UNION PAC CORP | 1.20% | $12.4M | +14.11% | -1.30% | +4.27% | ||
| PANW - PALO ALTO NETWORKS INC | Add 11% ($1.1M) | 1.10% | $11.5M | +211.03% | +13.59% | +48.43% | |
| EQIX - EQUINIX INC | Add 14% ($1.3M) | 1.02% | $10.6M | +29.53% | +18.72% | +4.46% | |
| PLD - PROLOGIS INC. | Add 14% ($1.1M) | 0.87% | $9.0M | +7.50% | +15.03% | +26.67% | |
| BLK - BLACKROCK INC | Add 8% ($686.1K) | 0.84% | $8.8M | +16.79% | +5.75% | -24.65% | |
| ABT - ABBOTT LABS | 0.73% | $7.6M | +17.90% | +3.88% | -3.44% | ||
| INTC - INTEL CORP | Reduce 2% $(136.3K) | 0.66% | $6.9M | -54.26% | -4.14% | -19.46% | |
| ABBV - ABBVIE INC | 0.66% | $6.8M | +112.93% | +0.63% | +38.59% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Add 66% ($2.5M) | 0.61% | $6.3M | +9.48% | +14.81% | +16.78% | |
| NFLX - NETFLIX INC | Add 5% ($290.6K) | 0.54% | $5.7M | +79.47% | +4.95% | -63.51% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.48% | $5.0M | +77.39% | +0.81% | +12.37% | ||
| BBH - VANECK VECTORS ETF TR | Add 11% ($499.5K) | 0.47% | $4.9M | -6.91% | +21.53% | -18.97% | |
| NEE - NEXTERA ENERGY INC | Add 9% ($338.3K) | 0.41% | $4.3M | +8.63% | +9.51% | -0.11% | |
| PFE - PFIZER INC | Reduce 13% $(612.3K) | 0.40% | $4.1M | -21.16% | +18.19% | +30.71% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 45% $(3.2M) | 0.37% | $3.9M | -6.69% | -5.21% | -14.11% | |
| TROW - PRICE T ROWE GROUP INC | 0.36% | $3.8M | -42.14% | +16.91% | -29.90% | ||
| MRK - MERCK & CO. INC | Reduce 2% $(54.0K) | 0.33% | $3.4M | +43.62% | +3.04% | +24.06% | |
| BAM - BROOKFIELD ASSET MGMT INC | New Purchase | 0.31% | $3.2M | +36.57% | +25.72% | +8.16% | |
| WMT - WALMART INC | 0.29% | $3.0M | +90.41% | +3.74% | +8.46% | ||
| MDLZ - MONDELEZ INTL INC | 0.27% | $2.9M | +15.82% | +1.64% | +9.99% | ||
| IVV - ISHARES TR | Reduce 3% $(77.6K) | 0.27% | $2.8M | +40.26% | +6.77% | +0.30% | |
| BABA - ALIBABA GROUP HLDG LTD | Add 3% ($68.0K) | 0.26% | $2.7M | -36.96% | -13.53% | -60.35% | |
| CMCSA - COMCAST CORP NEW | 0.24% | $2.5M | -32.21% | +4.01% | -28.04% | ||
| VTI - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||