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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: 2022-02-10 (Q4 2021) | Holdings: 120 | Value: $1.4B | 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 90% $(1.2B) | 9.81% | $137.2M | +23.65% | -14.86% | -10.18% | |
| MSFT - MICROSOFT CORP | Reduce 90% $(990.3M) | 8.24% | $115.1M | +28.43% | -13.89% | -9.67% | |
| COST - COSTCO WHSL CORP NEW | Reduce 90% $(552.2M) | 4.38% | $61.2M | +79.19% | -5.50% | -1.63% | |
| AMZN - AMAZON COM INC | Reduce 90% $(515.3M) | 4.09% | $57.1M | +22.61% | -33.37% | -37.05% | |
| GOOG - ALPHABET INC | Reduce 90% $(520.2M) | 4.08% | $57.0M | +19.29% | -17.87% | -31.53% | |
| HD - HOME DEPOT INC | Reduce 90% $(438.4M) | 3.62% | $50.6M | +6.36% | -19.74% | -6.49% | |
| CRM - SALESFORCE COM INC | Reduce 90% $(441.5M) | 3.54% | $49.4M | +25.57% | -25.89% | -21.39% | |
| INTU - INTUIT | Reduce 90% $(414.8M) | 3.32% | $46.5M | +5.92% | -36.29% | -24.79% | |
| GOOGL - ALPHABET INC | Reduce 90% $(398.5M) | 3.19% | $44.6M | +17.99% | -18.04% | -31.74% | |
| IDXX - IDEXX LABS INC | Reduce 90% $(376.4M) | 3.04% | $42.5M | -22.94% | -36.67% | -5.79% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 90% $(383.1M) | 3.01% | $42.1M | +57.57% | -2.65% | -1.96% | |
| V - VISA INC | Reduce 90% $(377.3M) | 3.01% | $42.0M | +47.96% | -13.43% | +1.51% | |
| SBUX - STARBUCKS CORP | Reduce 90% $(372.8M) | 2.97% | $41.5M | +7.79% | -26.71% | +16.22% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 90% $(354.4M) | 2.82% | $39.4M | -3.38% | -18.07% | -14.89% | |
| NVDA - NVIDIA CORPORATION | Reduce 90% $(301.6M) | 2.42% | $33.9M | +346.76% | -35.82% | -15.85% | |
| META - META PLATFORMS INC | Reduce 90% $(273.0M) | 2.18% | $30.5M | +159.52% | -17.39% | -21.46% | |
| JNJ - JOHNSON & JOHNSON | Reduce 90% $(262.9M) | 2.09% | $29.2M | +5.98% | +4.81% | -1.24% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Reduce 90% $(255.2M) | 2.08% | $29.1M | -24.12% | -23.82% | -24.69% | |
| SYK - STRYKER CORPORATION | Reduce 90% $(220.8M) | 1.79% | $25.0M | +46.81% | -11.17% | +5.66% | |
| PANW - PALO ALTO NETWORKS INC | Reduce 90% $(219.7M) | 1.78% | $24.8M | +98.89% | -12.27% | -6.20% | |
| PG - PROCTER AND GAMBLE CO | Reduce 90% $(220.5M) | 1.74% | $24.4M | +14.99% | -2.88% | -9.07% | |
| PEP - PEPSICO INC | Reduce 90% $(213.7M) | 1.73% | $24.1M | -2.93% | +2.21% | +8.61% | |
| ISRG - INTUITIVE SURGICAL INC | Reduce 70% $(54.4M) | 1.68% | $23.5M | +63.54% | -27.67% | -15.92% | |
| NKE - NIKE INC | Reduce 89% $(188.1M) | 1.61% | $22.5M | -47.48% | -25.28% | -12.62% | |
| CSCO - CISCO SYS INC | Reduce 90% $(192.5M) | 1.55% | $21.7M | +19.47% | -10.73% | -9.85% | |
| DIS - DISNEY WALT CO | Reduce 90% $(161.2M) | 1.29% | $18.0M | -36.13% | -31.48% | -29.88% | |
| PLD - PROLOGIS INC. | Reduce 90% $(141.5M) | 1.15% | $16.1M | -19.54% | -16.72% | -11.21% | |
| MA - MASTERCARD INCORPORATED | Reduce 89% $(130.6M) | 1.14% | $15.9M | +40.05% | -13.64% | -1.25% | |
| ORCL - ORACLE CORP | Reduce 90% $(142.0M) | 1.13% | $15.7M | +88.39% | -12.87% | +11.16% | |
| EQIX - EQUINIX INC | Reduce 90% $(131.4M) | 1.10% | $15.3M | +28.92% | -9.04% | +9.19% | |
| UNP - UNION PAC CORP | Reduce 90% $(129.3M) | 1.03% | $14.4M | +4.62% | -6.78% | -12.68% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 90% $(110.4M) | 0.92% | $12.9M | -11.43% | -10.14% | -0.47% | |
| BLK - BLACKROCK INC | Reduce 90% $(107.0M) | 0.88% | $12.4M | +25.24% | -22.83% | -3.23% | |
| NFLX - NETFLIX INC | Reduce 87% $(76.1M) | 0.78% | $10.9M | +119.62% | -58.95% | -11.54% | |
| ABT - ABBOTT LABS | Reduce 90% $(80.9M) | 0.64% | $9.0M | +7.71% | -16.84% | -13.56% | |
| ABBV - ABBVIE INC | Reduce 90% $(76.8M) | 0.61% | $8.5M | +65.76% | +7.27% | +11.71% | |
| NEE - NEXTERA ENERGY INC | Reduce 90% $(63.4M) | 0.52% | $7.3M | +4.41% | -7.00% | +1.76% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | Reduce 92% $(79.3M) | 0.52% | $7.2M | +57.34% | -2.72% | -0.95% | |
| BAM - BROOKFIELD ASSET MGMT INC | Reduce 89% $(55.2M) | 0.47% | $6.5M | +2.23% | -21.73% | -23.99% | |
| INTC - INTEL CORP | Reduce 88% $(45.2M) | 0.46% | $6.4M | -48.19% | -11.81% | -39.09% | |
| BBH - VANECK ETF TRUST | Reduce 89% $(52.4M) | 0.46% | $6.4M | -0.05% | -17.73% | +1.45% | |
| PFE - PFIZER INC | Reduce 90% $(53.2M) | 0.42% | $5.9M | -41.23% | -1.75% | -9.62% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | Reduce 89% $(37.6M) | 0.33% | $4.6M | +46.55% | -3.93% | +8.05% | |
| PYPL - PAYPAL HLDGS INC | Reduce 81% $(18.9M) | 0.32% | $4.4M | -44.08% | -37.18% | -33.60% | |
| TROW - PRICE T ROWE GROUP INC | Reduce 90% $(38.6M) | 0.30% | $4.3M | -29.57% | -22.17% | -15.05% | |
| MDLZ - MONDELEZ INTL INC | Reduce 89% $(31.1M) | 0.27% | $3.7M | +3.76% | -1.72% | +1.16% | |
| MRK - MERCK & CO INC | Reduce 90% $(30.6M) | 0.24% | $3.4M | +35.12% | +17.78% | +48.00% | |
| IVV - ISHARES TR | Reduce 90% $(29.1M) | 0.23% | $3.2M | +28.45% | -12.33% | -6.63% | |
| WMT - WALMART INC | Reduce 90% $(28.9M) | 0.23% | $3.2M | +93.35% | +8.70% | +8.32% | |
| TSLA - TESLA INC | New Purchase | 0.23% | $3.2M | -20.62% | -19.31% | -35.81% | |
| CMCSA - COMCAST CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||