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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: 2023-11-01 (Q3 2023) | Holdings: 105 | Value: $1.2B | 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% $(2.5M) | 9.67% | $115.0M | +20.34% | +6.02% | +27.13% | |
| MSFT - MICROSOFT CORP | 8.21% | $97.6M | +10.34% | +18.67% | +18.51% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(396.0K) | 4.97% | $59.1M | +64.82% | +30.58% | +63.79% | |
| NVDA - NVIDIA CORPORATION | 4.68% | $55.6M | +166.88% | +52.71% | +214.10% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 4.20% | $50.0M | +45.57% | +12.81% | +27.69% | ||
| GOOG - ALPHABET INC | Reduce 1% $(671.6K) | 4.07% | $48.4M | +27.75% | +10.79% | +32.06% | |
| AMZN - AMAZON COM INC | 3.69% | $43.8M | +39.76% | +23.84% | +41.12% | ||
| V - VISA INC | 3.66% | $43.5M | +38.52% | +15.78% | +22.61% | ||
| GOOGL - ALPHABET INC | 3.42% | $40.6M | +27.35% | +10.87% | +32.11% | ||
| CRM - SALESFORCE INC | 3.37% | $40.1M | +32.45% | +38.46% | +45.09% | ||
| INTU - INTUIT | 3.17% | $37.6M | +17.41% | +28.39% | +24.81% | ||
| PANW - PALO ALTO NETWORKS INC | Add 1% ($339.9K) | 2.89% | $34.4M | +42.45% | +39.38% | +45.87% | |
| HD - HOME DEPOT INC | Reduce 2% $(852.4K) | 2.87% | $34.1M | +24.17% | +23.90% | +39.83% | |
| SBUX - STARBUCKS CORP | Reduce 1% $(345.0K) | 2.64% | $31.4M | -1.35% | -7.42% | -1.48% | |
| IDXX - IDEXX LABS INC | Add 1% ($230.9K) | 2.57% | $30.5M | +1.28% | +31.40% | +3.33% | |
| ACN - ACCENTURE PLC IRELAND | 2.51% | $29.9M | +6.54% | +23.26% | +15.07% | ||
| ADBE - ADOBE INC | 2.46% | $29.3M | -31.36% | +15.32% | -12.55% | ||
| META - META PLATFORMS INC | 2.40% | $28.6M | +86.86% | +49.70% | +77.24% | ||
| SYK - STRYKER CORPORATION | 2.17% | $25.8M | +35.14% | +25.95% | +36.03% | ||
| PEP - PEPSICO INC | Reduce 1% $(227.2K) | 1.99% | $23.7M | -5.54% | +4.57% | +4.11% | |
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(203.5K) | 1.67% | $19.9M | +16.25% | +6.38% | +13.14% | |
| ISRG - INTUITIVE SURGICAL INC | 1.65% | $19.6M | +73.65% | +39.77% | +84.81% | ||
| ORCL - ORACLE CORP | Reduce 1% $(132.2K) | 1.42% | $16.9M | +40.75% | +9.20% | +61.26% | |
| MA - MASTERCARD INCORPORATED | Reduce 1% $(89.1K) | 1.29% | $15.3M | +37.68% | +21.30% | +33.71% | |
| NKE - NIKE INC | Reduce 2% $(270.4K) | 1.02% | $12.1M | -26.99% | -0.98% | -23.20% | |
| UNP - UNION PAC CORP | Reduce 2% $(291.2K) | 1.01% | $12.0M | +16.10% | +19.73% | +12.65% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 3% ($325.0K) | 0.99% | $11.7M | +14.79% | +24.13% | +25.20% | |
| JNJ - JOHNSON & JOHNSON | Reduce 56% $(13.8M) | 0.93% | $11.0M | +15.67% | +6.87% | +10.52% | |
| LLY - ELI LILLY & CO | New Purchase | 0.88% | $10.4M | +40.02% | +15.66% | +40.33% | |
| NVO - NOVO-NORDISK A S | New Purchase | 0.83% | $9.8M | -24.49% | +12.26% | +9.18% | |
| CSCO - CISCO SYS INC | Reduce 30% $(4.2M) | 0.81% | $9.7M | +18.56% | -3.34% | +10.18% | |
| BLK - BLACKROCK INC | Reduce 5% $(523.0K) | 0.80% | $9.5M | +49.60% | +27.17% | +63.03% | |
| PLD - PROLOGIS INC. | Reduce 7% $(642.4K) | 0.76% | $9.1M | +10.30% | +25.11% | +12.82% | |
| EQIX - EQUINIX INC | Reduce 3% $(276.7K) | 0.73% | $8.7M | +15.45% | +13.85% | +22.81% | |
| ABBV - ABBVIE INC | Reduce 13% $(1.2M) | 0.68% | $8.1M | +56.64% | +20.50% | +47.05% | |
| NFLX - NETFLIX INC | Add 1% ($50.6K) | 0.66% | $7.8M | +111.36% | +34.06% | +79.38% | |
| ABT - ABBOTT LABS | Reduce 1% $(47.7K) | 0.52% | $6.2M | +40.22% | +18.61% | +26.34% | |
| RTX - RTX CORPORATION | Reduce 2% $(118.9K) | 0.46% | $5.5M | +62.58% | +12.52% | +46.95% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.40% | $4.8M | +43.53% | +11.78% | +26.05% | ||
| NEE - NEXTERA ENERGY INC | Reduce 6% $(293.3K) | 0.38% | $4.6M | +30.00% | +0.18% | +38.02% | |
| MSCI - MSCI INC | New Purchase | 0.37% | $4.4M | +14.75% | +23.85% | +24.17% | |
| MRK - MERCK & CO INC | Reduce 7% $(303.7K) | 0.37% | $4.4M | -4.61% | +23.93% | +1.78% | |
| AZO - AUTOZONE INC | Add 62% ($1.6M) | 0.35% | $4.1M | +42.31% | +13.26% | +22.27% | |
| MDLZ - MONDELEZ INTL INC | Reduce 9% $(369.8K) | 0.33% | $3.9M | -2.43% | +12.88% | +2.30% | |
| ORLY - OREILLY AUTOMOTIVE INC | New Purchase | 0.32% | $3.8M | +37.58% | +11.74% | +23.50% | |
| XOM - EXXON MOBIL CORP | 0.30% | $3.5M | +8.06% | -2.81% | +15.95% | ||
| WMT - WALMART INC | 0.28% | $3.3M | +56.64% | +3.54% | +52.50% | ||
| BKNG - BOOKING HOLDINGS INC | Add 1% ($15.4K) | 0.23% | $2.8M | +54.70% | +26.87% | +71.39% | |
| TSLA - TESLA INC | 0.20% | $2.4M | +13.01% | -11.77% | +14.03% | ||
| IVV - ISHARES TR | New Purchase | 0.18% | $2.2M | +31.60% | +16.39% | +35.52% | |
| BN - BROOKFIELD CORP | Reduce 100% | 0.00% | $0.00 | ||||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | ||||
| PFE - PFIZER INC | Reduce 100% | 0.00% | $0.00 | ||||
| TROW - PRICE T ROWE GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| BBH - VANECK ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||