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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: 2023-05-12 (Q1 2023) | Holdings: 119 | Value: $1.1B | 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 3% $(3.1M) | 10.08% | $113.6M | +22.14% | +3.78% | +8.15% | |
| MSFT - MICROSOFT CORP | Reduce 2% $(1.4M) | 7.97% | $89.9M | +24.49% | +5.06% | +34.95% | |
| COST - COSTCO WHSL CORP NEW | Reduce 2% $(851.1K) | 4.63% | $52.2M | +82.66% | +11.40% | +58.37% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(410.0K) | 3.91% | $44.1M | +56.17% | +11.02% | +27.36% | |
| V - VISA INC | Reduce 1% $(575.1K) | 3.80% | $42.8M | +44.02% | +5.26% | +21.56% | |
| GOOG - ALPHABET INC | Reduce 3% $(1.1M) | 3.45% | $38.9M | +42.08% | +13.17% | +46.71% | |
| CRM - SALESFORCE INC | Reduce 1% $(514.0K) | 3.44% | $38.8M | +34.11% | +4.08% | +36.38% | |
| SBUX - STARBUCKS CORP | Reduce 2% $(638.4K) | 3.23% | $36.4M | -5.61% | -4.30% | -26.99% | |
| AMZN - AMAZON COM INC | Reduce 1% $(211.6K) | 3.15% | $35.5M | +74.44% | +26.47% | +67.85% | |
| NVDA - NVIDIA CORPORATION | 3.10% | $35.0M | +305.69% | +53.49% | +217.20% | ||
| HD - HOME DEPOT INC | 3.02% | $34.0M | +26.01% | +14.63% | +20.73% | ||
| IDXX - IDEXX LABS INC | Add 1% ($337.6K) | 3.01% | $33.9M | -16.84% | +3.92% | +2.96% | |
| INTU - INTUIT | Add 1% ($167.2K) | 2.89% | $32.6M | +42.33% | +22.68% | +52.83% | |
| GOOGL - ALPHABET INC | 2.86% | $32.2M | +40.85% | +13.11% | +45.67% | ||
| PANW - PALO ALTO NETWORKS INC | Add 1% ($320.2K) | 2.51% | $28.3M | +77.83% | +10.61% | +52.42% | |
| ACN - ACCENTURE PLC IRELAND | Add 1% ($175.2K) | 2.46% | $27.7M | +18.00% | +13.22% | +12.97% | |
| SYK - STRYKER CORPORATION | Reduce 3% $(746.2K) | 2.36% | $26.7M | +29.53% | -0.04% | +14.81% | |
| PEP - PEPSICO INC | 2.28% | $25.7M | -19.72% | -5.94% | -5.25% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(208.5K) | 2.21% | $24.9M | +7.83% | +8.67% | -3.07% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Add 1% ($267.8K) | 1.91% | $21.5M | +12.00% | +54.81% | +43.21% | |
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(168.8K) | 1.81% | $20.4M | +12.40% | +0.10% | +8.63% | |
| META - META PLATFORMS INC | 1.78% | $20.0M | +150.25% | +29.24% | +97.75% | ||
| ISRG - INTUITIVE SURGICAL INC | 1.52% | $17.1M | +56.32% | +0.02% | +24.87% | ||
| NKE - NIKE INC | Reduce 1% $(86.5K) | 1.40% | $15.8M | -37.40% | -9.87% | -21.56% | |
| ORCL - ORACLE CORP | Reduce 2% $(345.1K) | 1.35% | $15.2M | +54.19% | +18.50% | +20.61% | |
| CSCO - CISCO SYS INC | Reduce 7% $(1.1M) | 1.25% | $14.1M | +34.52% | +16.00% | +7.25% | |
| MA - MASTERCARD INCORPORATED | Reduce 2% $(247.5K) | 1.24% | $14.0M | +37.51% | +4.53% | +20.58% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 3% ($304.3K) | 1.10% | $12.4M | -2.47% | +3.14% | +12.98% | |
| UNP - UNION PAC CORP | Add 2% ($191.0K) | 1.10% | $12.4M | +23.33% | +16.36% | +26.48% | |
| PLD - PROLOGIS INC. | Reduce 8% $(1.0M) | 0.96% | $10.9M | -7.28% | -0.86% | -11.74% | |
| BLK - BLACKROCK INC | Add 2% ($174.6K) | 0.90% | $10.2M | +46.76% | +8.19% | +25.90% | |
| ABBV - ABBVIE INC | 0.89% | $10.0M | +53.07% | +4.26% | +13.65% | ||
| EQIX - EQUINIX INC | Reduce 27% $(3.5M) | 0.81% | $9.1M | +17.18% | +4.45% | +6.96% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | Add 11% ($716.0K) | 0.65% | $7.3M | +41.34% | -9.38% | +13.26% | |
| NFLX - NETFLIX INC | Add 6% ($396.3K) | 0.60% | $6.7M | +161.34% | +25.59% | +81.02% | |
| ABT - ABBOTT LABS | 0.58% | $6.5M | +21.62% | -3.64% | -3.39% | ||
| NEE - NEXTERA ENERGY INC | Add 1% ($57.0K) | 0.57% | $6.4M | -1.75% | -12.07% | -2.01% | |
| BBH - VANECK ETF TRUST | Add 3% ($191.1K) | 0.52% | $5.9M | +2.07% | +1.53% | +3.90% | |
| DIS - DISNEY WALT CO | Reduce 4% $(220.7K) | 0.50% | $5.7M | +7.13% | -2.98% | +15.99% | |
| MRK - MERCK & CO INC | 0.43% | $4.8M | -15.21% | -6.40% | +13.39% | ||
| MDLZ - MONDELEZ INTL INC | Add 2% ($99.4K) | 0.38% | $4.2M | -13.46% | -5.79% | -5.97% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.37% | $4.2M | +53.58% | +10.21% | +26.00% | ||
| BN - BROOKFIELD CORP | Reduce 3% $(136.1K) | 0.36% | $4.0M | +60.27% | +11.92% | +44.27% | |
| PFE - PFIZER INC | Reduce 3% $(103.5K) | 0.35% | $3.9M | -24.13% | -2.22% | -19.49% | |
| XOM - EXXON MOBIL CORP | 0.29% | $3.3M | +9.33% | +6.08% | +14.76% | ||
| WMT - WALMART INC | Reduce 3% $(103.2K) | 0.27% | $3.0M | +68.34% | +4.61% | +19.74% | |
| INTC - INTEL CORP | Reduce 7% $(197.0K) | 0.22% | $2.5M | -16.32% | +23.90% | +7.04% | |
| TROW - PRICE T ROWE GROUP INC | 0.22% | $2.4M | -5.61% | +7.78% | +11.81% | ||
| BKNG - BOOKING HOLDINGS INC | New Purchase | 0.20% | $2.3M | +65.30% | +23.12% | +42.92% | |
| BMY - BRISTOL-MYERS SQUIBB CO | 0.19% | $2.2M | -4.32% | -8.85% | -31.09% | ||
| IVV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||