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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: 2022-08-12 (Q2 2022) | Holdings: 106 | 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 1% $(803.9K) | 9.75% | $99.0M | +23.87% | -13.41% | +5.25% | |
| MSFT - MICROSOFT CORP | 8.32% | $84.4M | +33.22% | -16.82% | +12.43% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(264.6K) | 5.07% | $51.5M | +72.60% | -4.81% | +5.26% | |
| GOOG - ALPHABET INC | 4.17% | $42.3M | +35.43% | -21.42% | +7.87% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 3.89% | $39.5M | +68.85% | +3.44% | +20.04% | ||
| V - VISA INC | 3.75% | $38.0M | +59.24% | -1.45% | +16.39% | ||
| AMZN - AMAZON COM INC | Add 1907% ($34.5M) | 3.58% | $36.3M | +35.78% | -31.03% | -1.56% | |
| GOOGL - ALPHABET INC | 3.32% | $33.7M | +35.01% | -20.99% | +8.42% | ||
| HD - HOME DEPOT INC | 3.22% | $32.6M | +19.41% | -1.00% | +8.63% | ||
| CRM - SALESFORCE INC | 3.16% | $32.1M | +44.54% | -16.08% | +12.17% | ||
| JNJ - JOHNSON & JOHNSON | 2.89% | $29.3M | +6.59% | +4.26% | +7.43% | ||
| INTU - INTUIT | 2.76% | $28.0M | +21.84% | -17.89% | +5.02% | ||
| SBUX - STARBUCKS CORP | 2.68% | $27.1M | +15.47% | +11.20% | +17.08% | ||
| ACN - ACCENTURE PLC IRELAND | 2.62% | $26.6M | +3.92% | -8.65% | -0.29% | ||
| PEP - PEPSICO INC | 2.31% | $23.4M | -9.47% | +0.08% | +6.08% | ||
| IDXX - IDEXX LABS INC | Add 1% ($303.0K) | 2.26% | $22.9M | +1.92% | +7.38% | +27.36% | |
| PANW - PALO ALTO NETWORKS INC | Add 1% ($279.1K) | 2.22% | $22.5M | +103.27% | -6.77% | +26.43% | |
| PG - PROCTER AND GAMBLE CO | 2.04% | $20.7M | +22.23% | -3.33% | +8.85% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | Add 4% ($731.4K) | 1.93% | $19.5M | -15.11% | -23.52% | +17.34% | |
| SYK - STRYKER CORPORATION | 1.86% | $18.9M | +68.20% | -1.01% | +29.80% | ||
| NVDA - NVIDIA CORPORATION | Add 4% ($719.6K) | 1.81% | $18.4M | +518.89% | -12.84% | +134.15% | |
| META - META PLATFORMS INC | Add 1% ($144.6K) | 1.48% | $15.0M | +231.30% | -36.18% | +71.09% | |
| CSCO - CISCO SYS INC | Reduce 5% $(750.3K) | 1.33% | $13.5M | +39.10% | -2.66% | +19.95% | |
| ISRG - INTUITIVE SURGICAL INC | Add 1% ($126.0K) | 1.31% | $13.3M | +101.15% | +9.45% | +28.71% | |
| NKE - NIKE INC | 1.28% | $13.0M | -34.46% | -9.32% | -5.63% | ||
| MA - MASTERCARD INCORPORATED | Reduce 1% $(67.8K) | 1.23% | $12.4M | +49.76% | -3.52% | +13.84% | |
| UNP - UNION PAC CORP | Add 2% ($226.1K) | 1.21% | $12.3M | +4.69% | -8.56% | -1.23% | |
| EQIX - EQUINIX INC | Add 1% ($115.0K) | 1.20% | $12.2M | +25.05% | -8.85% | +11.47% | |
| ORCL - ORACLE CORP | Reduce 1% $(73.4K) | 1.20% | $12.2M | +93.93% | +0.12% | +49.03% | |
| PLD - PROLOGIS INC. | 1.13% | $11.5M | -13.51% | -17.51% | -7.53% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Add 2% ($195.6K) | 1.08% | $11.0M | -15.06% | -11.27% | -10.18% | |
| ABBV - ABBVIE INC | 0.95% | $9.6M | +62.56% | +7.11% | +10.72% | ||
| BLK - BLACKROCK INC | Add 3% ($280.8K) | 0.86% | $8.7M | +29.83% | +0.20% | -4.29% | |
| DIS - DISNEY WALT CO | Reduce 33% $(3.6M) | 0.70% | $7.2M | -18.95% | -22.08% | -26.60% | |
| ABT - ABBOTT LABS | 0.68% | $6.9M | +22.61% | -7.92% | -2.85% | ||
| NEE - NEXTERA ENERGY INC | Add 3% ($153.0K) | 0.61% | $6.2M | -13.39% | -9.31% | -22.48% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | Add 9% ($457.0K) | 0.56% | $5.7M | +46.27% | -0.90% | -6.22% | |
| BAM - BROOKFIELD ASSET MGMT INC | Add 10% ($495.8K) | 0.55% | $5.5M | +15.16% | -13.59% | -19.58% | |
| PFE - PFIZER INC | Reduce 1% $(39.3K) | 0.51% | $5.1M | -41.74% | -0.62% | -24.91% | |
| BBH - VANECK ETF TRUST | Add 1% ($48.1K) | 0.50% | $5.1M | +1.61% | +2.90% | +1.07% | |
| MRK - MERCK & CO INC | Add 2% ($85.3K) | 0.41% | $4.1M | +11.74% | +11.38% | +23.34% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.40% | $4.1M | +67.86% | +3.48% | +20.45% | ||
| INTC - INTEL CORP | Reduce 1% $(39.4K) | 0.36% | $3.6M | -31.00% | -14.79% | +2.17% | |
| MDLZ - MONDELEZ INTL INC | Add 1% ($37.3K) | 0.36% | $3.6M | +6.89% | +0.21% | +16.36% | |
| NFLX - NETFLIX INC | Reduce 4% $(142.7K) | 0.31% | $3.2M | +258.78% | +20.62% | +72.42% | |
| XOM - EXXON MOBIL CORP | Add 1% ($19.0K) | 0.27% | $2.7M | +30.56% | +26.24% | +26.67% | |
| WMT - WALMART INC | 0.27% | $2.7M | +98.61% | +5.14% | +23.41% | ||
| IVV - ISHARES TR | 0.25% | $2.6M | +34.86% | -6.62% | +7.24% | ||
| TROW - PRICE T ROWE GROUP INC | 0.24% | $2.5M | -21.93% | -3.61% | -10.85% | ||
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 0.24% | $2.4M | -11.45% | +2.02% | -15.63% | |
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||