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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: 2024-10-17 (Q3 2024) | Holdings: 113 | 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 | 10.72% | $175.0M | -16.63% | +1.57% | |||
| AAPL - APPLE INC | Reduce 1% $(1.1M) | 9.10% | $148.6M | -11.02% | -5.63% | ||
| MSFT - MICROSOFT CORP | 7.73% | $126.2M | -8.83% | +2.93% | |||
| COST - COSTCO WHSL CORP NEW | 5.50% | $89.8M | +0.79% | +7.14% | |||
| AMZN - AMAZON COM INC | Add 1% ($419.6K) | 3.94% | $64.3M | +3.60% | +23.28% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(354.4K) | 3.85% | $62.9M | +7.98% | +0.34% | ||
| GOOG - ALPHABET INC | 3.58% | $58.5M | +0.14% | +21.22% | |||
| META - META PLATFORMS INC | Add 1% ($286.2K) | 3.38% | $55.1M | +1.72% | +6.17% | ||
| CRM - SALESFORCE INC | Add 1% ($294.0K) | 3.30% | $53.9M | -6.84% | +12.04% | ||
| PANW - PALO ALTO NETWORKS INC | Add 1% ($675.7K) | 3.18% | $51.9M | -5.51% | -1.66% | ||
| V - VISA INC | 3.12% | $51.0M | +13.73% | +11.84% | |||
| GOOGL - ALPHABET INC | 3.11% | $50.7M | -0.03% | +21.50% | |||
| INTU - INTUIT | Add 1% ($252.7K) | 2.72% | $44.4M | -3.17% | +1.51% | ||
| HD - HOME DEPOT INC | 2.62% | $42.7M | -15.69% | +0.96% | |||
| IDXX - IDEXX LABS INC | Add 2% ($633.0K) | 2.42% | $39.6M | -11.45% | -6.86% | ||
| ACN - ACCENTURE PLC IRELAND | Add 1% ($242.5K) | 2.20% | $35.9M | -15.20% | -4.68% | ||
| SYK - STRYKER CORPORATION | 2.09% | $34.0M | +0.93% | +9.86% | |||
| ADBE - ADOBE INC | Add 2% ($632.7K) | 2.06% | $33.6M | -23.09% | -11.18% | ||
| ISRG - INTUITIVE SURGICAL INC | 1.99% | $32.5M | -3.88% | +21.80% | |||
| LLY - ELI LILLY & CO | Add 4% ($1.2M) | 1.87% | $30.5M | -12.30% | -18.93% | ||
| SBUX - STARBUCKS CORP | Reduce 9% $(2.7M) | 1.62% | $26.5M | +1.55% | +3.04% | ||
| NVO - NOVO-NORDISK A S | Add 5% ($1.2M) | 1.46% | $23.9M | -35.56% | -31.19% | ||
| ORCL - ORACLE CORP | 1.40% | $22.8M | -16.28% | -2.15% | |||
| PG - PROCTER AND GAMBLE CO | Reduce 6% $(1.5M) | 1.30% | $21.3M | -0.40% | -5.04% | ||
| MA - MASTERCARD INCORPORATED | 1.20% | $19.5M | +1.18% | +2.78% | |||
| NFLX - NETFLIX INC | Add 4% ($711.4K) | 1.01% | $16.6M | +20.68% | +17.90% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Add 3% ($405.8K) | 1.01% | $16.4M | -15.12% | -4.42% | ||
| AZO - AUTOZONE INC | Add 36% ($4.1M) | 0.95% | $15.5M | +11.48% | +3.69% | ||
| ORLY - OREILLY AUTOMOTIVE INC | Add 28% ($3.3M) | 0.94% | $15.3M | +6.68% | +2.67% | ||
| BLK - BLACKROCK INC | Add 3% ($351.3K) | 0.88% | $14.4M | -9.87% | +0.76% | ||
| UNP - UNION PAC CORP | Reduce 7% $(996.8K) | 0.82% | $13.5M | -2.31% | -1.83% | ||
| PEP - PEPSICO INC | Reduce 47% $(11.6M) | 0.81% | $13.3M | -12.41% | -13.05% | ||
| MSCI - MSCI INC | Add 12% ($1.4M) | 0.78% | $12.8M | -10.20% | +2.07% | ||
| ABBV - ABBVIE INC | 0.63% | $10.3M | +13.00% | -7.80% | |||
| CSCO - CISCO SYS INC | Reduce 2% $(196.9K) | 0.50% | $8.2M | +6.50% | +8.93% | ||
| BKNG - BOOKING HOLDINGS INC | Add 4% ($252.7K) | 0.42% | $6.8M | -1.36% | +7.40% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 8% $(571.9K) | 0.38% | $6.3M | +0.44% | -9.43% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.38% | $6.2M | +8.21% | +0.44% | |||
| ABT - ABBOTT LABS | 0.36% | $5.8M | +10.75% | -0.42% | |||
| WMT - WALMART INC | Add 1% ($38.3K) | 0.32% | $5.3M | +4.72% | +15.35% | ||
| EQIX - EQUINIX INC | Reduce 29% $(1.6M) | 0.24% | $3.9M | -5.17% | +5.66% | ||
| XOM - EXXON MOBIL CORP | 0.22% | $3.5M | -8.22% | -6.69% | |||
| PLD - PROLOGIS INC. | Reduce 23% $(1.0M) | 0.21% | $3.4M | -9.50% | -3.84% | ||
| MRK - MERCK & CO INC | 0.21% | $3.4M | -13.13% | -11.73% | |||
| IVV - ISHARES TR | Reduce 2% $(65.8K) | 0.18% | $3.0M | -5.26% | +3.57% | ||
| NEE - NEXTERA ENERGY INC | Reduce 9% $(263.3K) | 0.17% | $2.8M | -12.04% | -15.01% | ||
| DIS - DISNEY WALT CO | 0.15% | $2.5M | +0.30% | +12.55% | |||
| TSLA - TESLA INC | New Purchase | 0.15% | $2.4M | +9.05% | +92.14% | ||
| AMGN - AMGEN INC | 0.14% | $2.2M | -0.91% | -13.60% | |||
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.13% | $2.1M | -5.27% | +3.60% | ||
| MCD - MCDONALDS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| MDLZ - MONDELEZ INTL INC | Reduce 100% | 0.00% | $0.00 | ||||