10,000+ stock pitches from top investors available on joinyellowbrick.com
MOGY JOEL R INVESTMENT COUNSEL INC 13F Holdings
Holdings from the most recent 13F from MOGY JOEL R INVESTMENT COUNSEL INC
Filed: 2022-11-14 (Q3 2022) | Holdings: 105 | Value: $955.4M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | 10.46% | $99.9M | +39.35% | +2.20% | +24.21% | ||
| MSFT - MICROSOFT CORP | 8.00% | $76.4M | +57.47% | +10.22% | +52.24% | ||
| COST - COSTCO WHSL CORP NEW | 5.32% | $50.8M | +77.72% | -1.51% | +15.63% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 4.06% | $38.8M | +60.76% | -1.29% | +13.75% | ||
| AMZN - AMAZON COM INC | 4.05% | $38.7M | +87.86% | -1.99% | +38.75% | ||
| GOOG - ALPHABET INC | Add 1899% ($35.3M) | 3.89% | $37.2M | +67.74% | -1.59% | +38.22% | |
| V - VISA INC | 3.60% | $34.4M | +59.18% | +9.23% | +19.09% | ||
| HD - HOME DEPOT INC | 3.44% | $32.9M | +21.75% | +6.11% | +4.11% | ||
| SBUX - STARBUCKS CORP | 3.13% | $29.9M | +2.27% | +10.75% | +9.45% | ||
| GOOGL - ALPHABET INC | Add 1908% ($28.2M) | 3.11% | $29.7M | +66.43% | -1.34% | +37.00% | |
| INTU - INTUIT | 2.95% | $28.2M | +42.35% | +1.83% | +35.00% | ||
| CRM - SALESFORCE INC | 2.94% | $28.1M | +67.97% | +5.18% | +34.88% | ||
| JNJ - JOHNSON & JOHNSON | 2.83% | $27.0M | +2.08% | -6.85% | -11.10% | ||
| ACN - ACCENTURE PLC IRELAND | 2.59% | $24.7M | +12.18% | -1.42% | +12.86% | ||
| PEP - PEPSICO INC | Add 1% ($211.9K) | 2.42% | $23.1M | -10.21% | -0.52% | -3.50% | |
| PANW - PALO ALTO NETWORKS INC | Add 203% ($15.2M) | 2.37% | $22.6M | +111.92% | +6.53% | +53.95% | |
| IDXX - IDEXX LABS INC | Add 2% ($465.2K) | 2.28% | $21.8M | -7.02% | +17.76% | +5.40% | |
| SYK - STRYKER CORPORATION | Add 1% ($97.2K) | 2.02% | $19.3M | +68.23% | +20.31% | +29.67% | |
| PG - PROCTER AND GAMBLE CO | 1.90% | $18.1M | +25.45% | -1.59% | +9.27% | ||
| NVDA - NVIDIA CORPORATION | Add 3% ($449.0K) | 1.59% | $15.2M | +591.95% | +36.17% | +192.54% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Add 2% ($355.0K) | 1.57% | $15.0M | +8.45% | +7.90% | +70.86% | |
| META - META PLATFORMS INC | 1.32% | $12.6M | +410.81% | +52.63% | +186.65% | ||
| ISRG - INTUITIVE SURGICAL INC | Add 1% ($77.0K) | 1.31% | $12.5M | +81.31% | -6.92% | +11.51% | |
| CSCO - CISCO SYS INC | Reduce 1% $(180.0K) | 1.30% | $12.4M | +41.95% | +8.43% | +21.92% | |
| UNP - UNION PAC CORP | Add 2% ($233.8K) | 1.20% | $11.5M | +14.04% | -6.17% | +2.71% | |
| MA - MASTERCARD INCORPORATED | 1.17% | $11.2M | +52.00% | +6.82% | +15.19% | ||
| NKE - NIKE INC | Add 1% ($80.6K) | 1.12% | $10.7M | -30.13% | +18.41% | +1.10% | |
| ORCL - ORACLE CORP | Reduce 2% $(219.8K) | 1.09% | $10.5M | +92.71% | +12.34% | +46.70% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 2% ($196.3K) | 1.09% | $10.4M | -5.86% | +4.29% | -13.25% | |
| EQIX - EQUINIX INC | Reduce 2% $(236.1K) | 1.08% | $10.3M | +35.43% | +12.90% | +23.66% | |
| PLD - PROLOGIS INC. | 1.04% | $9.9M | +3.33% | +12.47% | -0.43% | ||
| ABBV - ABBVIE INC | 0.88% | $8.4M | +50.14% | -0.58% | -6.67% | ||
| BLK - BLACKROCK INC | Add 3% ($220.7K) | 0.85% | $8.1M | +26.85% | -3.68% | -3.65% | |
| DIS - DISNEY WALT CO | Reduce 9% $(639.5K) | 0.68% | $6.5M | +2.15% | +13.79% | -2.16% | |
| NEE - NEXTERA ENERGY INC | Add 2% ($105.9K) | 0.67% | $6.4M | -5.49% | -6.29% | -29.19% | |
| ABT - ABBOTT LABS | 0.65% | $6.2M | +31.31% | +4.17% | -3.37% | ||
| BAM - BROOKFIELD ASSET MGMT INC | Add 2% ($120.2K) | 0.55% | $5.2M | +30.33% | -3.73% | -8.48% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | Add 5% ($256.6K) | 0.53% | $5.1M | +46.54% | +9.01% | -11.75% | |
| BBH - VANECK ETF TRUST | Reduce 3% $(132.2K) | 0.50% | $4.8M | -2.46% | -1.44% | -9.96% | |
| NFLX - NETFLIX INC | 0.45% | $4.3M | +187.89% | +16.89% | +49.40% | ||
| PFE - PFIZER INC | 0.45% | $4.3M | -41.49% | -11.40% | -36.04% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.43% | $4.1M | +59.66% | -1.06% | +14.44% | ||
| MRK - MERCK & CO INC | 0.41% | $3.9M | +0.28% | +7.96% | +3.71% | ||
| MDLZ - MONDELEZ INTL INC | Add 1% ($35.6K) | 0.34% | $3.2M | +5.52% | +1.98% | +10.50% | |
| XOM - EXXON MOBIL CORP | 0.29% | $2.8M | +3.03% | +2.78% | -5.80% | ||
| WMT - WALMART INC | Reduce 4% $(103.7K) | 0.29% | $2.8M | +79.54% | +1.04% | +18.38% | |
| INTC - INTEL CORP | Reduce 1% $(20.6K) | 0.26% | $2.5M | -20.96% | -6.09% | +33.65% | |
| TSLA - TESLA INC | New Purchase | 0.26% | $2.5M | +22.87% | +9.37% | +23.97% | |
| IVV - ISHARES TR | 0.25% | $2.4M | +42.24% | +3.67% | +13.95% | ||
| TROW - PRICE T ROWE GROUP INC | 0.24% | $2.3M | -20.87% | -4.03% | -20.00% | ||
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 100% | 0.00% | $0.00 | ||||