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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: 2025-01-16 (Q4 2024) | Holdings: 110 | Value: $1.7B | 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 | 11.47% | $193.0M | -17.56% | ||||
| AAPL - APPLE INC | Reduce 1% $(1.2M) | 9.42% | $158.5M | +3.11% | |||
| MSFT - MICROSOFT CORP | 7.34% | $123.4M | -9.21% | ||||
| COST - COSTCO WHSL CORP NEW | 5.51% | $92.7M | +3.80% | ||||
| AMZN - AMAZON COM INC | 4.50% | $75.8M | -11.77% | ||||
| GOOG - ALPHABET INC | 3.95% | $66.5M | -11.26% | ||||
| CRM - SALESFORCE INC | 3.91% | $65.8M | -13.94% | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(417.0K) | 3.65% | $61.5M | +6.65% | |||
| V - VISA INC | 3.49% | $58.7M | +8.95% | ||||
| GOOGL - ALPHABET INC | 3.44% | $58.0M | -11.54% | ||||
| META - META PLATFORMS INC | 3.36% | $56.5M | +0.26% | ||||
| PANW - PALO ALTO NETWORKS INC | Add 101% ($27.8M) | 3.29% | $55.4M | -0.10% | |||
| INTU - INTUIT | Add 1% ($260.2K) | 2.69% | $45.2M | -1.02% | |||
| HD - HOME DEPOT INC | Add 1% ($268.4K) | 2.46% | $41.3M | -8.87% | |||
| ACN - ACCENTURE PLC IRELAND | Add 2% ($563.2K) | 2.16% | $36.3M | -3.59% | |||
| ISRG - INTUITIVE SURGICAL INC | Add 1% ($417.6K) | 2.08% | $34.9M | -13.29% | |||
| SYK - STRYKER CORPORATION | Add 1% ($268.6K) | 2.03% | $34.2M | -1.48% | |||
| IDXX - IDEXX LABS INC | Add 1% ($417.6K) | 1.95% | $32.8M | +0.19% | |||
| ADBE - ADOBE INC | Add 1% ($299.3K) | 1.73% | $29.2M | +3.47% | |||
| LLY - ELI LILLY & CO | Add 2% ($457.8K) | 1.61% | $27.0M | +16.48% | |||
| ORCL - ORACLE CORP | 1.32% | $22.2M | -4.09% | ||||
| SBUX - STARBUCKS CORP | Reduce 12% $(3.0M) | 1.29% | $21.8M | +12.01% | |||
| NFLX - NETFLIX INC | Add 1% ($204.1K) | 1.25% | $21.0M | +3.64% | |||
| MA - MASTERCARD INCORPORATED | 1.24% | $20.8M | +4.23% | ||||
| ORLY - OREILLY AUTOMOTIVE INC | Add 5% ($841.9K) | 0.98% | $16.6M | +7.41% | |||
| AZO - AUTOZONE INC | Add 5% ($739.7K) | 0.98% | $16.5M | +12.70% | |||
| BLK - BLACKROCK INC | New Purchase | 0.93% | $15.6M | -4.88% | |||
| PG - PROCTER AND GAMBLE CO | Reduce 25% $(5.2M) | 0.91% | $15.4M | +10.82% | |||
| TMO - THERMO FISHER SCIENTIFIC INC | Add 4% ($557.2K) | 0.85% | $14.4M | -5.47% | |||
| NVO - NOVO-NORDISK A S | Reduce 20% $(3.4M) | 0.82% | $13.9M | +9.04% | |||
| MSCI - MSCI INC | Add 5% ($681.6K) | 0.82% | $13.8M | -8.01% | |||
| PEP - PEPSICO INC | Reduce 10% $(1.2M) | 0.64% | $10.7M | +5.47% | |||
| UNP - UNION PAC CORP | Reduce 14% $(1.8M) | 0.63% | $10.7M | +4.77% | |||
| BKNG - BOOKING HOLDINGS INC | Add 16% ($1.3M) | 0.55% | $9.3M | -5.39% | |||
| ABBV - ABBVIE INC | 0.55% | $9.3M | +23.95% | ||||
| CSCO - CISCO SYS INC | Reduce 2% $(215.1K) | 0.53% | $8.9M | +5.23% | |||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.36% | $6.1M | +6.46% | ||||
| WMT - WALMART INC | Reduce 2% $(140.5K) | 0.34% | $5.8M | -0.38% | |||
| ABT - ABBOTT LABS | 0.34% | $5.8M | +20.70% | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(49.9K) | 0.33% | $5.5M | +13.96% | |||
| GWW - GRAINGER W W INC | New Purchase | 0.25% | $4.3M | -9.01% | |||
| EQIX - EQUINIX INC | 0.25% | $4.1M | -7.31% | ||||
| XOM - EXXON MOBIL CORP | 0.19% | $3.2M | -0.93% | ||||
| IVV - ISHARES TR | 0.18% | $3.1M | -3.54% | ||||
| MRK - MERCK & CO INC | 0.18% | $3.0M | -5.79% | ||||
| DIS - DISNEY WALT CO | 0.17% | $2.8M | -1.24% | ||||
| PLD - PROLOGIS INC. | Reduce 3% $(84.6K) | 0.17% | $2.8M | +7.83% | |||
| NEE - NEXTERA ENERGY INC | Reduce 7% $(164.9K) | 0.13% | $2.2M | +3.29% | |||
| MMC - MARSH & MCLENNAN COS INC | New Purchase | 0.13% | $2.1M | +9.20% | |||
| SPY - SPDR S&P 500 ETF TR | 0.12% | $2.1M | -3.52% | ||||
| BLK - BLACKROCK INC | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||
| AMGN - AMGEN INC | Reduce 100% | 0.00% | $0.00 | ||||