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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: 2021-08-04 (Q2 2021) | Holdings: 113 | Value: $1.2B | 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% $(1.6M) | 8.71% | $103.0M | +50.65% | +3.23% | +13.30% | |
| MSFT - MICROSOFT CORP | 7.51% | $88.8M | +37.85% | +17.37% | -0.58% | ||
| AMZN - AMAZON.COM | Add 1% ($395.6K) | 4.94% | $58.4M | +18.52% | +4.85% | -16.10% | |
| GOOG - ALPHABET CLASS C | Reduce 1% $(393.5K) | 4.31% | $50.9M | +24.83% | +9.71% | -13.09% | |
| CRM - SALESFORCE.COM INC | Add 2% ($789.7K) | 3.96% | $46.8M | +16.96% | +25.57% | -22.28% | |
| V - VISA INC | Add 1% ($304.2K) | 3.77% | $44.6M | +44.64% | -8.30% | -8.16% | |
| COST - COSTCO WHSL CORP (NEW) | Add 1% ($582.0K) | 3.59% | $42.4M | +121.58% | +17.41% | +24.31% | |
| BRK.B - BERKSHIRE HATHAWAY INC CLASS B | Reduce 4% $(1.5M) | 3.36% | $39.8M | +77.02% | +2.76% | +4.25% | |
| IDXX - IDEXX LABORATORIES | Add 7% ($2.7M) | 3.35% | $39.6M | -40.99% | -8.80% | -41.65% | |
| SBUX - STARBUCKS CORPORATION | Add 1% ($282.1K) | 3.34% | $39.5M | -9.62% | -1.14% | -26.31% | |
| HD - HOME DEPOT INC | Add 2% ($678.3K) | 3.15% | $37.3M | +19.70% | +11.54% | -4.68% | |
| GOOGL - ALPHABET CLASS A | Add 2% ($620.2K) | 3.07% | $36.3M | +23.75% | +9.71% | -13.42% | |
| INTU - INTUIT INC | Add 2% ($561.7K) | 2.95% | $34.9M | +12.61% | +14.72% | -12.14% | |
| META - FACEBOOK INC | Add 2% ($563.6K) | 2.63% | $31.1M | +72.93% | -5.15% | -53.53% | |
| ADBE - ADOBE INC | Add 8% ($2.0M) | 2.45% | $28.9M | -30.05% | +5.70% | -30.87% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(231.1K) | 2.38% | $28.1M | +4.30% | -5.44% | +0.94% | |
| ACN - ACCENTURE PLC | Add 2% ($640.0K) | 2.34% | $27.6M | +7.51% | +16.24% | -1.51% | |
| SYK - STRYKER CORP | Add 2% ($414.3K) | 1.98% | $23.4M | +43.35% | +5.06% | -17.19% | |
| NVDA - NVIDIA | Add 17% ($3.1M) | 1.85% | $21.9M | +465.75% | +45.16% | -7.31% | |
| PG - PROCTER AND GAMBLE COMPANY | Add 2% ($376.5K) | 1.69% | $20.0M | +28.06% | +2.51% | +3.37% | |
| PEP - PEPSICO INC | Add 3% ($609.6K) | 1.69% | $20.0M | +6.57% | +7.84% | +15.72% | |
| DIS - DISNEY WALT CO | Add 3% ($516.9K) | 1.69% | $20.0M | -42.04% | +1.82% | -38.18% | |
| ISRG - INTUITIVE SURGICAL INC | Add 3% ($559.1K) | 1.66% | $19.6M | +47.42% | +8.19% | -28.76% | |
| NKE - NIKE INC CL B | Add 4% ($665.8K) | 1.63% | $19.3M | -54.92% | +3.73% | -33.02% | |
| CSCO - CISCO SYSTEMS INC | 1.54% | $18.3M | +21.15% | +3.49% | -16.60% | ||
| PANW - PALO ALTO NETWORKS | Add 17% ($2.3M) | 1.31% | $15.5M | +165.99% | +21.97% | +23.84% | |
| MA - MASTERCARD | Reduce 1% $(117.2K) | 1.25% | $14.8M | +45.43% | -5.15% | -2.37% | |
| ORCL - ORACLE CORP | Reduce 1% $(77.8K) | 1.20% | $14.2M | +75.96% | +5.66% | -12.88% | |
| EQIX - EQUINIX | Add 9% ($1.2M) | 1.15% | $13.7M | +10.25% | -5.70% | -14.80% | |
| UNP - UNION PACIFIC CORPORATION | Add 1% ($104.5K) | 1.06% | $12.5M | +18.32% | +9.89% | +6.84% | |
| BLK - BLACKROCK INC | Add 8% ($805.0K) | 0.93% | $11.0M | +12.93% | +8.31% | -19.62% | |
| PLD - PROLOGIS INC | Add 7% ($717.2K) | 0.92% | $10.9M | -1.88% | +13.77% | +3.57% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 28% ($1.9M) | 0.75% | $8.9M | -4.43% | +14.07% | +9.33% | |
| ABT - ABBOTT LABORATORIES | 0.63% | $7.4M | +13.66% | +2.04% | -9.29% | ||
| ABBV - ABBVIE INC | 0.60% | $7.1M | +110.85% | +3.01% | +24.81% | ||
| NFLX - NETFLIX INC | Add 21% ($1.2M) | 0.59% | $7.0M | +77.84% | +24.87% | -56.15% | |
| BBH - VANECK VECTORS BIOTECH ETF | Add 6% ($318.7K) | 0.50% | $5.9M | -24.00% | -11.81% | -25.65% | |
| INTC - INTEL CORP | Reduce 7% $(409.8K) | 0.48% | $5.6M | -58.41% | -5.03% | -32.29% | |
| NEE - NEXTERA ENERGY INC | Add 25% ($1.1M) | 0.44% | $5.2M | +0.48% | +7.68% | +12.51% | |
| BRK.A - BERKSHIRE HATHAWAY INC CV CL A | Reduce 8% $(418.6K) | 0.42% | $5.0M | +76.97% | +3.00% | +4.31% | |
| BAM - BROOKFIELD ASSET MANAGEMENT | Add 33% ($1.2M) | 0.41% | $4.9M | +15.20% | +11.65% | -8.91% | |
| TROW - PRICE T ROWE GROUP INC | 0.37% | $4.3M | -49.22% | +5.10% | -39.00% | ||
| PFE - PFIZER INC | Reduce 10% $(424.9K) | 0.34% | $4.0M | -32.90% | +8.97% | +13.07% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | New Purchase | 0.32% | $3.8M | +61.89% | +6.15% | +10.20% | |
| MRK - MERCK & CO INC | 0.29% | $3.5M | +37.23% | +9.03% | +19.91% | ||
| MDLZ - MONDELEZ INTERNATIONAL INC | Add 5% ($156.1K) | 0.27% | $3.2M | +14.10% | +1.07% | +5.25% | |
| WMT - WAL MART INC | 0.27% | $3.1M | +86.36% | +4.54% | -10.89% | ||
| IVV - ISHARES S&P 500 INDEX ETF | 0.25% | $3.0M | +33.81% | +6.80% | -4.74% | ||
| PYPL - PAYPAL HOLDINGS INC | New Purchase | 0.25% | $3.0M | -75.24% | -18.52% | -65.60% | |
| CMCSA - COMCAST CORP CL A (NEW) | 0.23% | $2.7M | -33.46% | -7.14% | -32.92% | ||
| BABA - ALIBABA GROUP HLDG LTD | Reduce 100% | 0.00% | $0.00 | ||||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||