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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: 2021-10-27 (Q3 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 | 8.69% | $106.1M | +42.61% | +13.86% | +4.53% | ||
| MSFT - MICROSOFT CORP | 7.59% | $92.7M | +20.28% | -4.78% | -26.66% | ||
| AMZN - AMAZON COM INC | Add 1% ($607.7K) | 4.62% | $56.4M | +13.98% | -15.36% | -39.21% | |
| GOOG - ALPHABET INC | Reduce 2% $(1.0M) | 4.35% | $53.2M | +12.36% | -9.51% | -34.43% | |
| CRM - SALESFORCE COM INC | Add 1% ($391.9K) | 4.29% | $52.4M | -7.39% | -24.72% | -44.75% | |
| COST - COSTCO WHSL CORP NEW | Add 1% ($385.5K) | 3.98% | $48.6M | +91.05% | +1.12% | +5.61% | |
| V - VISA INC | Add 1% ($625.5K) | 3.53% | $43.1M | +53.88% | +4.17% | -3.84% | |
| GOOGL - ALPHABET INC | Add 3% ($1.1M) | 3.35% | $40.9M | +11.15% | -9.37% | -34.56% | |
| IDXX - IDEXX LABS INC | Add 1% ($524.3K) | 3.24% | $39.6M | -37.10% | -24.29% | -43.60% | |
| SBUX - STARBUCKS CORP | 3.20% | $39.1M | -8.56% | -14.16% | -21.71% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(258.8K) | 3.18% | $38.8M | +74.96% | +8.57% | +3.96% | |
| INTU - INTUIT | Add 1% ($272.5K) | 3.17% | $38.7M | -3.18% | -12.67% | -29.15% | |
| HD - HOME DEPOT INC | Add 1% ($296.4K) | 3.17% | $38.7M | +1.55% | -1.33% | -18.07% | |
| META - FACEBOOK INC | Add 1% ($302.1K) | 2.51% | $30.6M | +89.43% | -3.60% | -68.31% | |
| ACN - ACCENTURE PLC IRELAND | Add 1% ($391.9K) | 2.49% | $30.4M | -6.27% | -3.29% | -17.93% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Add 1% ($424.3K) | 2.36% | $28.9M | -40.78% | -18.78% | -48.95% | |
| JNJ - JOHNSON & JOHNSON | 2.26% | $27.6M | +10.16% | +5.58% | +9.59% | ||
| SYK - STRYKER CORPORATION | Add 2% ($440.4K) | 1.99% | $24.2M | +40.55% | -7.06% | -13.42% | |
| NVDA - NVIDIA CORPORATION | Add 317% ($18.0M) | 1.94% | $23.6M | +365.46% | -8.18% | -44.35% | |
| ISRG - INTUITIVE SURGICAL INC | Add 1% ($294.3K) | 1.76% | $21.5M | +36.52% | -22.18% | -30.09% | |
| PANW - PALO ALTO NETWORKS INC | Add 5% ($1.0M) | 1.72% | $21.0M | +114.57% | +0.63% | +4.09% | |
| PG - PROCTER AND GAMBLE CO | Add 1% ($176.9K) | 1.71% | $20.9M | +28.75% | +13.73% | -2.33% | |
| PEP - PEPSICO INC | Add 1% ($300.8K) | 1.69% | $20.6M | +2.10% | +8.07% | +16.38% | |
| DIS - DISNEY WALT CO | Add 2% ($336.6K) | 1.60% | $19.6M | -42.14% | -18.20% | -37.49% | |
| CSCO - CISCO SYS INC | Reduce 2% $(359.2K) | 1.51% | $18.4M | +17.27% | -0.52% | -16.29% | |
| NKE - NIKE INC | Add 1% ($188.8K) | 1.50% | $18.4M | -53.28% | -10.33% | -41.89% | |
| ORCL - ORACLE CORP | Reduce 1% $(80.6K) | 1.29% | $15.8M | +60.11% | -16.42% | -18.57% | |
| MA - MASTERCARD INCORPORATED | 1.16% | $14.2M | +53.96% | +11.29% | -3.71% | ||
| EQIX - EQUINIX INC | Add 2% ($255.2K) | 1.12% | $13.7M | +8.11% | -13.91% | -29.94% | |
| PLD - PROLOGIS INC. | Add 3% ($332.4K) | 0.96% | $11.7M | -16.52% | +7.72% | -20.04% | |
| UNP - UNION PAC CORP | 0.92% | $11.2M | +5.55% | +2.81% | -15.58% | ||
| BLK - BLACKROCK INC | Add 4% ($401.7K) | 0.90% | $10.9M | +7.55% | -11.39% | -25.66% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 5% ($481.6K) | 0.86% | $10.5M | -16.59% | -6.95% | -17.90% | |
| NFLX - NETFLIX INC | Add 10% ($775.1K) | 0.72% | $8.8M | +32.67% | -42.71% | -55.93% | |
| ABT - ABBOTT LABS | 0.62% | $7.5M | +7.88% | -1.75% | -20.99% | ||
| ABBV - ABBVIE INC | 0.56% | $6.8M | +120.75% | +28.56% | +41.49% | ||
| BBH - VANECK ETF TRUST | Add 6% ($327.3K) | 0.51% | $6.3M | -16.98% | -18.54% | -19.94% | |
| NEE - NEXTERA ENERGY INC | Add 6% ($333.7K) | 0.49% | $5.9M | -6.27% | -14.25% | -5.01% | |
| BAM - BROOKFIELD ASSET MGMT INC | Add 7% ($369.2K) | 0.45% | $5.5M | +1.03% | -12.39% | -33.23% | |
| INTC - INTEL CORP | 0.44% | $5.3M | -46.55% | -0.16% | -37.62% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.40% | $4.9M | +74.12% | +8.09% | +3.96% | ||
| PFE - PFIZER INC | Reduce 3% $(123.8K) | 0.35% | $4.3M | -30.00% | +28.58% | +14.04% | |
| TROW - PRICE T ROWE GROUP INC | 0.35% | $4.3M | -48.04% | -25.71% | -44.47% | ||
| RTX - RAYTHEON TECHNOLOGIES CORP | Add 11% ($401.9K) | 0.34% | $4.2M | +57.12% | +1.68% | +8.89% | |
| MRK - MERCK & CO INC | 0.27% | $3.3M | +24.98% | -2.05% | +25.10% | ||
| PYPL - PAYPAL HLDGS INC | Add 21% ($568.5K) | 0.26% | $3.2M | -71.77% | -31.00% | -63.61% | |
| WMT - WALMART INC | Reduce 1% $(20.9K) | 0.25% | $3.1M | +79.05% | -6.92% | -2.40% | |
| MDLZ - MONDELEZ INTL INC | Add 3% ($75.6K) | 0.25% | $3.1M | +15.81% | +10.51% | +4.51% | |
| IVV - ISHARES TR | Reduce 3% $(79.7K) | 0.24% | $2.9M | +27.18% | -2.65% | -13.33% | |
| CMCSA - COMCAST CORP NEW | 0.22% | $2.6M | -24.43% | -0.85% | -34.92% | ||