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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: 2022-05-12 (Q1 2022) | Holdings: 111 | Value: $1.3B | 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 | Add 845% ($113.9M) | 10.08% | $127.4M | +47.15% | +19.95% | +19.72% | |
| MSFT - MICROSOFT CORP | Add 859% ($90.6M) | 8.01% | $101.2M | +50.99% | +14.30% | +21.43% | |
| COST - COSTCO WHSL CORP NEW | Add 900% ($55.9M) | 4.92% | $62.1M | +88.08% | +10.87% | +2.56% | |
| AMZN - AMAZON COM INC | Add 895% ($49.9M) | 4.39% | $55.5M | +77.77% | +31.27% | +1.95% | |
| GOOG - ALPHABET INC | Add 885% ($48.7M) | 4.29% | $54.2M | +44.12% | +7.00% | +1.84% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 923% ($45.9M) | 4.02% | $50.8M | +62.01% | -2.71% | +3.95% | |
| V - VISA INC | Add 900% ($38.7M) | 3.40% | $43.0M | +70.35% | +10.05% | +19.12% | |
| GOOGL - ALPHABET INC | Add 900% ($38.5M) | 3.39% | $42.8M | +42.79% | +6.59% | +1.73% | |
| CRM - SALESFORCE COM INC | Add 897% ($37.1M) | 3.26% | $41.2M | +67.08% | +16.82% | +24.32% | |
| HD - HOME DEPOT INC | Add 872% ($31.8M) | 2.81% | $35.5M | +29.32% | +9.19% | +2.14% | |
| IDXX - IDEXX LABS INC | Add 901% ($31.8M) | 2.79% | $35.3M | +15.11% | +10.74% | +38.80% | |
| INTU - INTUIT | Add 907% ($31.5M) | 2.77% | $35.0M | +63.53% | +35.33% | +18.57% | |
| SBUX - STARBUCKS CORP | Add 902% ($29.1M) | 2.56% | $32.4M | +42.35% | +24.75% | +51.56% | |
| ACN - ACCENTURE PLC IRELAND | Add 906% ($29.0M) | 2.55% | $32.2M | +17.05% | +13.58% | -0.37% | |
| NVDA - NVIDIA CORPORATION | Add 912% ($28.7M) | 2.52% | $31.8M | +589.56% | +13.39% | +72.62% | |
| JNJ - JOHNSON & JOHNSON | Add 868% ($26.3M) | 2.32% | $29.3M | -0.34% | -6.46% | -8.30% | |
| PANW - PALO ALTO NETWORKS INC | Add 909% ($25.2M) | 2.22% | $28.0M | +116.19% | +7.85% | +18.32% | |
| SYK - STRYKER CORPORATION | Add 910% ($22.7M) | 2.00% | $25.2M | +61.71% | -2.74% | +26.28% | |
| PEP - PEPSICO INC | Add 908% ($21.1M) | 1.86% | $23.5M | -5.06% | +5.76% | +16.87% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Add 901% ($21.1M) | 1.85% | $23.4M | -4.70% | +13.76% | -12.81% | |
| PG - PROCTER AND GAMBLE CO | Add 867% ($19.7M) | 1.74% | $22.0M | +18.42% | -2.00% | +4.95% | |
| META - META PLATFORMS INC | Add 913% ($18.4M) | 1.62% | $20.5M | +207.87% | -6.07% | +24.03% | |
| ISRG - INTUITIVE SURGICAL INC | Add 905% ($17.8M) | 1.57% | $19.8M | +121.76% | +10.82% | +43.28% | |
| CSCO - CISCO SYS INC | Add 875% ($16.7M) | 1.47% | $18.6M | +33.67% | -3.49% | +0.00% | |
| NKE - NIKE INC | Add 847% ($15.4M) | 1.36% | $17.2M | -31.20% | +5.76% | +9.91% | |
| PLD - PROLOGIS INC. | Add 920% ($14.2M) | 1.25% | $15.8M | -4.59% | +11.22% | +2.76% | |
| DIS - DISNEY WALT CO | Add 879% ($14.0M) | 1.23% | $15.6M | -6.92% | +17.94% | -11.86% | |
| UNP - UNION PAC CORP | Add 891% ($13.9M) | 1.22% | $15.5M | +10.75% | +5.60% | -9.83% | |
| ORCL - ORACLE CORP | Add 875% ($13.1M) | 1.15% | $14.5M | +116.42% | +11.98% | +39.48% | |
| MA - MASTERCARD INCORPORATED | Add 793% ($12.6M) | 1.12% | $14.2M | +61.28% | +10.02% | +17.75% | |
| EQIX - EQUINIX INC | Add 917% ($12.3M) | 1.08% | $13.7M | +37.71% | +11.80% | +17.42% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 927% ($10.6M) | 0.93% | $11.7M | -4.17% | +13.10% | -1.86% | |
| BLK - BLACKROCK INC | Add 928% ($9.6M) | 0.84% | $10.6M | +60.61% | +25.48% | +9.37% | |
| ABBV - ABBVIE INC | Add 894% ($9.1M) | 0.80% | $10.2M | +53.05% | -6.39% | -0.75% | |
| ABT - ABBOTT LABS | Add 903% ($6.8M) | 0.60% | $7.6M | +26.51% | +3.73% | +3.27% | |
| NFLX - NETFLIX INC | Add 950% ($6.4M) | 0.56% | $7.1M | +402.47% | +40.61% | +89.60% | |
| NEE - NEXTERA ENERGY INC | Add 905% ($6.0M) | 0.53% | $6.7M | +13.51% | +31.81% | +14.17% | |
| BAM - BROOKFIELD ASSET MGMT INC | Add 950% ($5.8M) | 0.51% | $6.4M | +32.25% | +15.27% | -17.97% | |
| BBH - VANECK ETF TRUST | Add 934% ($5.1M) | 0.45% | $5.6M | +15.98% | +15.77% | +14.74% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | Add 926% ($4.9M) | 0.43% | $5.4M | +50.80% | +5.06% | +7.51% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | Add 900% ($4.8M) | 0.42% | $5.3M | +62.39% | -2.35% | +6.39% | |
| PFE - PFIZER INC | Add 890% ($4.6M) | 0.40% | $5.1M | -41.76% | -0.48% | -23.52% | |
| INTC - INTEL CORP | Add 688% ($4.3M) | 0.39% | $4.9M | -42.05% | -15.46% | -28.59% | |
| MRK - MERCK & CO INC | Add 897% ($3.3M) | 0.29% | $3.6M | +12.81% | +0.71% | +32.17% | |
| MDLZ - MONDELEZ INTL INC | Add 923% ($3.3M) | 0.29% | $3.6M | +5.14% | -0.42% | +20.90% | |
| TSLA - TESLA INC | Add 916% ($3.0M) | 0.26% | $3.3M | -6.65% | +19.97% | -35.48% | |
| WMT - WALMART INC | Add 900% ($3.0M) | 0.26% | $3.3M | +77.76% | -9.84% | +4.48% | |
| TROW - PRICE T ROWE GROUP INC | Add 900% ($2.9M) | 0.26% | $3.3M | -14.43% | +10.05% | -8.56% | |
| IVV - ISHARES TR | Add 901% ($2.7M) | 0.24% | $3.1M | +45.05% | +8.56% | +5.87% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.21% | $2.6M | +36.61% | +6.70% | +24.43% | |
| PYPL - PAYPAL HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||