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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: 2024-04-30 (Q1 2024) | Holdings: 121 | Value: $1.5B | 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 |
| NVDA - NVIDIA CORPORATION | Add 13% ($15.3M) | 8.80% | $129.5M | +35.90% | +37.56% | ||
| MSFT - MICROSOFT CORP | Reduce 3% $(3.5M) | 8.46% | $124.4M | -2.79% | +6.75% | ||
| AAPL - APPLE INC | Reduce 2% $(2.7M) | 7.44% | $109.4M | +24.23% | +31.14% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 2% $(1.3M) | 5.03% | $74.0M | +23.78% | +13.97% | ||
| AMZN - AMAZON COM INC | Reduce 1% $(452.8K) | 4.17% | $61.3M | +6.75% | +2.94% | ||
| CRM - SALESFORCE INC | Reduce 1% $(607.8K) | 3.95% | $58.1M | +1.44% | -3.65% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(742.6K) | 3.91% | $57.6M | +27.14% | +10.56% | ||
| GOOG - ALPHABET INC | Reduce 2% $(856.2K) | 3.66% | $53.8M | -0.40% | +4.31% | ||
| V - VISA INC | Reduce 1% $(329.3K) | 3.50% | $51.5M | +23.44% | -0.74% | ||
| INTU - INTUIT | Reduce 1% $(634.4K) | 3.13% | $46.1M | -6.57% | +3.70% | ||
| GOOGL - ALPHABET INC | 3.12% | $45.9M | -0.46% | +4.53% | |||
| META - META PLATFORMS INC | Reduce 1% $(549.7K) | 3.11% | $45.8M | +38.19% | +10.90% | ||
| PANW - PALO ALTO NETWORKS INC | Add 1% ($418.8K) | 2.83% | $41.7M | +22.07% | +12.41% | ||
| HD - HOME DEPOT INC | Reduce 3% $(1.2M) | 2.81% | $41.3M | +6.87% | +11.32% | ||
| IDXX - IDEXX LABS INC | Add 5% ($1.9M) | 2.72% | $40.0M | -14.10% | +0.66% | ||
| ACN - ACCENTURE PLC IRELAND | Add 1% ($368.8K) | 2.29% | $33.7M | +6.99% | +10.64% | ||
| SYK - STRYKER CORPORATION | 2.25% | $33.1M | +9.77% | -1.61% | |||
| ADBE - ADOBE INC | Add 7% ($1.9M) | 2.09% | $30.7M | -18.06% | +19.63% | ||
| SBUX - STARBUCKS CORP | Reduce 6% $(1.9M) | 1.97% | $29.0M | +29.90% | +3.59% | ||
| ISRG - INTUITIVE SURGICAL INC | 1.79% | $26.4M | +29.01% | +20.30% | |||
| PEP - PEPSICO INC | Add 4% ($844.9K) | 1.68% | $24.7M | -12.64% | -0.81% | ||
| LLY - ELI LILLY & CO | Add 14% ($3.0M) | 1.64% | $24.1M | +4.14% | +3.99% | ||
| NVO - NOVO-NORDISK A S | Add 15% ($2.9M) | 1.55% | $22.8M | -40.46% | +3.78% | ||
| PG - PROCTER AND GAMBLE CO | 1.44% | $21.2M | +5.12% | -0.95% | |||
| MA - MASTERCARD INCORPORATED | Add 1% ($220.1K) | 1.25% | $18.4M | +17.11% | +4.17% | ||
| ORCL - ORACLE CORP | Reduce 10% $(2.0M) | 1.22% | $18.0M | +30.61% | +22.77% | ||
| UNP - UNION PAC CORP | 0.97% | $14.2M | +1.58% | +5.22% | |||
| TMO - THERMO FISHER SCIENTIFIC INC | Add 6% ($800.9K) | 0.96% | $14.2M | -10.51% | +7.70% | ||
| NFLX - NETFLIX INC | Add 4% ($502.3K) | 0.89% | $13.2M | +62.49% | +14.70% | ||
| BLK - BLACKROCK INC | Add 2% ($212.6K) | 0.83% | $12.3M | +22.02% | +16.86% | ||
| PLD - PROLOGIS INC. | 0.67% | $9.8M | +11.05% | +24.82% | |||
| ABBV - ABBVIE INC | 0.65% | $9.5M | +34.02% | +15.38% | |||
| EQIX - EQUINIX INC | Reduce 3% $(296.3K) | 0.63% | $9.2M | +20.04% | +12.05% | ||
| MSCI - MSCI INC | Add 40% ($2.6M) | 0.62% | $9.1M | +17.70% | +16.54% | ||
| AZO - AUTOZONE INC | Add 36% ($2.3M) | 0.57% | $8.5M | +20.08% | +6.12% | ||
| CSCO - CISCO SYS INC | Reduce 8% $(723.9K) | 0.54% | $8.0M | +30.74% | +4.64% | ||
| ORLY - OREILLY AUTOMOTIVE INC | Add 36% ($2.1M) | 0.54% | $7.9M | +28.19% | +11.97% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 32% $(3.1M) | 0.46% | $6.7M | +13.10% | +6.99% | ||
| ABT - ABBOTT LABS | Reduce 5% $(306.9K) | 0.43% | $6.3M | +24.50% | +0.54% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.39% | $5.7M | +26.91% | +10.53% | |||
| BKNG - BOOKING HOLDINGS INC | Add 37% ($1.4M) | 0.35% | $5.1M | +26.01% | +8.33% | ||
| MRK - MERCK & CO INC | Add 1% ($26.4K) | 0.27% | $4.0M | -24.83% | -11.51% | ||
| WMT - WALMART INC | Add 196% ($2.4M) | 0.25% | $3.7M | +43.69% | +16.13% | ||
| XOM - EXXON MOBIL CORP | 0.24% | $3.5M | -5.02% | +1.08% | |||
| DIS - DISNEY WALT CO | 0.22% | $3.2M | -12.17% | -15.43% | |||
| NKE - NIKE INC | Reduce 73% $(8.7M) | 0.21% | $3.1M | -19.40% | -18.14% | ||
| MDLZ - MONDELEZ INTL INC | 0.21% | $3.0M | -7.97% | -4.14% | |||
| IVV - ISHARES TR | Add 6% ($151.9K) | 0.19% | $2.8M | +11.12% | +10.16% | ||
| NEE - NEXTERA ENERGY INC | Reduce 50% $(2.7M) | 0.18% | $2.7M | +11.83% | +14.98% | ||
| MCD - MCDONALDS CORP | New Purchase | 0.14% | $2.1M | +12.29% | -1.57% | ||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||