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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: 2024-07-13 (Q2 2024) | Holdings: 107 | Value: $1.6B | 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 903% ($159.9M) | 11.25% | $177.6M | -11.45% | +5.76% | ||
| AAPL - APPLE INC | Add 1% ($920.0K) | 8.57% | $135.3M | -11.03% | -2.08% | ||
| MSFT - MICROSOFT CORP | Reduce 1% $(1.2M) | 8.30% | $131.0M | -15.96% | -7.37% | ||
| COST - COSTCO WHSL CORP NEW | Add 1% ($464.1K) | 5.47% | $86.3M | +5.57% | +5.22% | ||
| AMZN - AMAZON COM INC | Add 1% ($583.8K) | 4.20% | $66.3M | -0.34% | -3.61% | ||
| GOOG - ALPHABET INC | Reduce 1% $(355.5K) | 4.08% | $64.4M | -11.35% | -10.68% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 3.54% | $55.9M | +18.48% | +8.08% | |||
| GOOGL - ALPHABET INC | Add 1% ($331.0K) | 3.53% | $55.7M | -11.66% | -10.68% | ||
| PANW - PALO ALTO NETWORKS INC | Add 2% ($1.1M) | 3.22% | $50.8M | +5.96% | +12.36% | ||
| CRM - SALESFORCE INC | Add 2% ($782.9K) | 3.19% | $50.3M | +6.43% | +14.09% | ||
| V - VISA INC | Add 1% ($248.0K) | 3.08% | $48.6M | +24.36% | +5.86% | ||
| META - META PLATFORMS INC | Add 2% ($740.2K) | 3.06% | $48.3M | +18.66% | +18.52% | ||
| INTU - INTUIT | 2.96% | $46.8M | -9.01% | -3.56% | |||
| IDXX - IDEXX LABS INC | Add 4% ($1.5M) | 2.38% | $37.5M | -17.22% | -2.61% | ||
| HD - HOME DEPOT INC | Reduce 2% $(792.1K) | 2.30% | $36.2M | -1.59% | +16.37% | ||
| ADBE - ADOBE INC | Add 5% ($1.6M) | 2.24% | $35.4M | -32.56% | -9.03% | ||
| SYK - STRYKER CORPORATION | Add 1% ($421.6K) | 2.02% | $31.9M | +7.91% | +6.49% | ||
| ACN - ACCENTURE PLC IRELAND | Add 4% ($1.2M) | 1.94% | $30.6M | +2.25% | +17.08% | ||
| LLY - ELI LILLY & CO | Add 7% ($1.9M) | 1.90% | $30.0M | -15.76% | -2.66% | ||
| ISRG - INTUITIVE SURGICAL INC | 1.86% | $29.4M | +7.38% | +9.82% | |||
| NVO - NOVO-NORDISK A S | Add 7% ($1.9M) | 1.73% | $27.2M | -46.88% | -16.16% | ||
| PEP - PEPSICO INC | Add 4% ($911.2K) | 1.53% | $24.1M | -8.39% | +6.89% | ||
| SBUX - STARBUCKS CORP | Reduce 6% $(1.4M) | 1.48% | $23.3M | +30.52% | +27.30% | ||
| PG - PROCTER AND GAMBLE CO | Add 1% ($138.0K) | 1.37% | $21.6M | +3.11% | +4.25% | ||
| ORCL - ORACLE CORP | Reduce 7% $(1.4M) | 1.20% | $18.9M | +1.80% | +21.13% | ||
| MA - MASTERCARD INCORPORATED | Add 3% ($472.0K) | 1.10% | $17.4M | +18.39% | +15.22% | ||
| NFLX - NETFLIX INC | Add 3% ($456.9K) | 0.96% | $15.1M | +37.48% | +10.12% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Add 6% ($832.8K) | 0.91% | $14.3M | -6.77% | +10.54% | ||
| UNP - UNION PAC CORP | Add 1% ($162.9K) | 0.84% | $13.3M | +3.29% | +6.93% | ||
| BLK - BLACKROCK INC | 0.74% | $11.6M | +10.27% | +20.19% | |||
| ORLY - OREILLY AUTOMOTIVE INC | Add 47% ($3.5M) | 0.69% | $10.9M | +24.85% | +16.43% | ||
| AZO - AUTOZONE INC | Add 35% ($2.8M) | 0.68% | $10.8M | +21.74% | +8.26% | ||
| MSCI - MSCI INC | Add 20% ($1.5M) | 0.60% | $9.4M | +9.15% | +21.73% | ||
| ABBV - ABBVIE INC | 0.57% | $9.0M | +27.43% | +15.83% | |||
| CSCO - CISCO SYS INC | Reduce 1% $(101.0K) | 0.47% | $7.5M | +27.69% | +15.34% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(40.3K) | 0.39% | $6.2M | +11.19% | +8.49% | ||
| BKNG - BOOKING HOLDINGS INC | Add 11% ($602.1K) | 0.39% | $6.1M | +7.11% | +6.77% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.35% | $5.5M | +18.14% | +6.92% | |||
| ABT - ABBOTT LABS | Reduce 8% $(446.8K) | 0.34% | $5.3M | +26.23% | +12.82% | ||
| EQIX - EQUINIX INC | Reduce 45% $(3.8M) | 0.30% | $4.7M | +4.96% | +7.92% | ||
| WMT - WALMART INC | Add 7% ($291.2K) | 0.28% | $4.4M | +22.55% | +16.19% | ||
| PLD - PROLOGIS INC. | Reduce 53% $(4.5M) | 0.25% | $4.0M | -6.81% | +0.84% | ||
| MRK - MERCK & CO INC | Reduce 1% $(24.8K) | 0.24% | $3.7M | -24.92% | -13.73% | ||
| XOM - EXXON MOBIL CORP | 0.22% | $3.5M | -2.48% | +9.46% | |||
| IVV - ISHARES TR | 0.18% | $2.9M | -1.22% | +4.31% | |||
| NEE - NEXTERA ENERGY INC | Reduce 13% $(376.7K) | 0.16% | $2.6M | +0.17% | +12.51% | ||
| DIS - DISNEY WALT CO | Reduce 3% $(74.5K) | 0.16% | $2.5M | -0.03% | -2.42% | ||
| AMGN - AMGEN INC | New Purchase | 0.14% | $2.2M | -3.61% | -1.51% | ||
| MDLZ - MONDELEZ INTL INC | Reduce 27% $(752.3K) | 0.13% | $2.1M | +0.49% | +8.70% | ||
| MCD - MCDONALDS CORP | Add 5% ($92.5K) | 0.12% | $2.0M | +19.37% | +22.87% | ||
| NKE - NIKE INC | Reduce 100% | 0.00% | $0.00 | ||||