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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: 2023-02-14 (Q4 2022) | Holdings: 107 | Value: $999.8M | 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 2% $(1.9M) | 9.20% | $92.0M | +38.33% | +12.54% | +20.72% | |
| MSFT - MICROSOFT CORP | Reduce 3% $(2.7M) | 7.60% | $75.9M | +43.41% | +15.33% | +52.76% | |
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(370.7K) | 4.88% | $48.8M | +83.51% | +0.07% | +48.47% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(373.2K) | 4.45% | $44.5M | +62.67% | +4.37% | +30.15% | |
| V - VISA INC | Reduce 1% $(220.8K) | 4.00% | $40.0M | +46.58% | +2.49% | +24.43% | |
| HD - HOME DEPOT INC | Reduce 4% $(1.3M) | 3.63% | $36.3M | +16.49% | -7.99% | +17.49% | |
| SBUX - STARBUCKS CORP | 3.53% | $35.3M | -6.37% | -0.31% | -11.38% | ||
| GOOG - ALPHABET INC | 3.42% | $34.2M | +74.70% | +23.45% | +51.93% | ||
| AMZN - AMAZON COM INC | Add 1% ($246.9K) | 2.90% | $29.0M | +95.67% | +12.22% | +71.36% | |
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(578.4K) | 2.86% | $28.6M | +7.84% | -0.77% | +0.47% | |
| INTU - INTUIT | 2.83% | $28.3M | +40.78% | +2.07% | +59.88% | ||
| GOOGL - ALPHABET INC | 2.75% | $27.5M | +73.07% | +23.30% | +51.10% | ||
| IDXX - IDEXX LABS INC | Add 1% ($138.7K) | 2.74% | $27.4M | -18.84% | -2.14% | +13.63% | |
| CRM - SALESFORCE INC | Add 1% ($223.3K) | 2.61% | $26.1M | +61.83% | +20.42% | +72.90% | |
| ACN - ACCENTURE PLC IRELAND | 2.57% | $25.7M | +16.08% | -1.21% | +33.78% | ||
| PEP - PEPSICO INC | 2.56% | $25.6M | -9.21% | +11.76% | -1.33% | ||
| SYK - STRYKER CORPORATION | Add 1% ($178.5K) | 2.35% | $23.5M | +41.19% | +10.26% | +34.18% | |
| PG - PROCTER AND GAMBLE CO | Reduce 4% $(763.7K) | 2.10% | $21.0M | +27.34% | +12.85% | +15.74% | |
| PANW - PALO ALTO NETWORKS INC | Add 2% ($306.0K) | 1.96% | $19.6M | +104.99% | +12.19% | +113.27% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Add 1% ($192.2K) | 1.86% | $18.6M | +0.60% | -7.97% | +57.20% | |
| NVDA - NVIDIA CORPORATION | Add 1% ($205.9K) | 1.85% | $18.5M | +412.99% | +28.42% | +222.37% | |
| ISRG - INTUITIVE SURGICAL INC | 1.77% | $17.7M | +98.87% | +28.49% | +58.57% | ||
| NKE - NIKE INC | Add 1% ($105.9K) | 1.51% | $15.1M | -39.78% | -3.79% | -13.99% | |
| CSCO - CISCO SYS INC | Reduce 7% $(988.8K) | 1.38% | $13.8M | +33.53% | -0.10% | +6.43% | |
| ORCL - ORACLE CORP | Reduce 2% $(311.7K) | 1.37% | $13.7M | +70.56% | +9.92% | +28.88% | |
| MA - MASTERCARD INCORPORATED | 1.36% | $13.6M | +43.59% | +4.84% | +29.45% | ||
| UNP - UNION PAC CORP | Add 3% ($310.6K) | 1.25% | $12.5M | +22.45% | -0.31% | +27.41% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 2% ($223.6K) | 1.16% | $11.5M | -9.99% | -7.82% | -3.24% | |
| EQIX - EQUINIX INC | Reduce 4% $(476.2K) | 1.14% | $11.4M | +21.58% | +3.67% | +24.37% | |
| META - META PLATFORMS INC | Add 1% ($142.7K) | 1.13% | $11.3M | +236.08% | +35.40% | +174.37% | |
| PLD - PROLOGIS INC. | Reduce 3% $(287.9K) | 1.07% | $10.7M | -7.47% | -0.34% | +8.08% | |
| BLK - BLACKROCK INC | Add 1% ($138.2K) | 1.06% | $10.6M | +32.62% | -9.70% | +14.17% | |
| ABBV - ABBVIE INC | Add 1% ($56.6K) | 1.02% | $10.2M | +49.47% | -3.07% | +20.39% | |
| ABT - ABBOTT LABS | 0.70% | $7.0M | +26.67% | +3.40% | +8.61% | ||
| NEE - NEXTERA ENERGY INC | Add 1% ($83.2K) | 0.69% | $6.9M | +2.57% | +3.16% | -22.16% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | Add 8% ($515.1K) | 0.68% | $6.8M | +35.04% | -3.73% | -6.73% | |
| BBH - VANECK ETF TRUST | Add 3% ($161.8K) | 0.56% | $5.6M | -0.34% | -1.40% | +0.35% | |
| NFLX - NETFLIX INC | Add 1% ($51.3K) | 0.54% | $5.4M | +149.61% | -5.82% | +66.41% | |
| DIS - DISNEY WALT CO | Reduce 15% $(895.0K) | 0.51% | $5.1M | -8.43% | -13.29% | +5.35% | |
| PFE - PFIZER INC | Add 1% ($35.4K) | 0.50% | $5.0M | -34.12% | -13.49% | -33.38% | |
| MRK - MERCK & CO INC | 0.50% | $5.0M | -7.84% | +7.97% | +19.86% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | Reduce 10% $(468.7K) | 0.42% | $4.2M | +59.99% | +4.82% | +28.31% | |
| BN - BROOKFIELD CORP | New Purchase | 0.40% | $4.0M | +36.05% | -15.61% | +12.59% | |
| MDLZ - MONDELEZ INTL INC | Add 1% ($33.3K) | 0.40% | $4.0M | +3.59% | +19.11% | +11.64% | |
| XOM - EXXON MOBIL CORP | Reduce 5% $(187.5K) | 0.33% | $3.3M | +0.55% | -8.42% | -7.15% | |
| WMT - WALMART INC | 0.30% | $3.0M | +79.67% | +5.60% | +18.57% | ||
| TROW - PRICE T ROWE GROUP INC | 0.24% | $2.4M | -16.28% | -10.53% | -5.71% | ||
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 0.22% | $2.2M | -9.01% | -4.94% | -28.92% | |
| INTC - INTEL CORP | Reduce 15% $(393.4K) | 0.22% | $2.2M | -14.38% | +5.51% | +57.50% | |
| IVV - ISHARES TR | Reduce 20% $(518.7K) | 0.21% | $2.1M | +38.41% | +1.03% | +24.30% | |
| BAM - BROOKFIELD ASSET MGMT INC | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||