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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: 2025-04-16 (Q1 2025) | Holdings: 105 | 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 | Reduce 3% $(5.1M) | 9.71% | $150.7M | +6.28% | |||
| AAPL - APPLE INC | Reduce 2% $(3.2M) | 8.85% | $137.4M | +6.13% | |||
| MSFT - MICROSOFT CORP | Reduce 2% $(2.2M) | 6.94% | $107.7M | +4.84% | |||
| COST - COSTCO WHSL CORP NEW | Reduce 2% $(1.9M) | 6.04% | $93.8M | +0.40% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(1.2M) | 4.58% | $71.1M | +2.33% | |||
| AMZN - AMAZON COM INC | Add 1% ($437.2K) | 4.26% | $66.2M | +7.38% | |||
| V - VISA INC | 4.19% | $65.0M | |||||
| META - META PLATFORMS INC | 3.58% | $55.6M | +8.32% | ||||
| GOOG - ALPHABET INC | Reduce 2% $(1.1M) | 3.44% | $53.4M | ||||
| CRM - SALESFORCE INC | 3.41% | $53.0M | |||||
| PANW - PALO ALTO NETWORKS INC | Add 2% ($785.8K) | 3.40% | $52.8M | +4.58% | |||
| GOOGL - ALPHABET INC | Add 1% ($413.5K) | 3.08% | $47.8M | ||||
| INTU - INTUIT | Add 2% ($689.5K) | 2.89% | $44.9M | +5.43% | |||
| HD - HOME DEPOT INC | Add 1% ($226.9K) | 2.52% | $39.1M | +2.59% | |||
| SYK - STRYKER CORPORATION | Add 3% ($1.2M) | 2.36% | $36.6M | +5.46% | |||
| IDXX - IDEXX LABS INC | Add 8% ($2.7M) | 2.32% | $36.0M | +7.89% | |||
| ISRG - INTUITIVE SURGICAL INC | Add 1% ($461.6K) | 2.16% | $33.6M | +6.13% | |||
| ACN - ACCENTURE PLC IRELAND | Add 3% ($939.2K) | 2.14% | $33.2M | ||||
| LLY - ELI LILLY & CO | Add 11% ($3.3M) | 2.08% | $32.2M | +5.20% | |||
| ADBE - ADOBE INC | Add 10% ($2.6M) | 1.79% | $27.7M | +5.14% | |||
| NFLX - NETFLIX INC | Add 9% ($2.0M) | 1.55% | $24.0M | +13.68% | |||
| ORLY - OREILLY AUTOMOTIVE INC | Add 20% ($4.0M) | 1.55% | $24.0M | -2.29% | |||
| AZO - AUTOZONE INC | Add 17% ($3.3M) | 1.48% | $23.0M | +0.95% | |||
| MA - MASTERCARD INCORPORATED | Add 1% ($183.6K) | 1.41% | $21.8M | +4.41% | |||
| ORCL - ORACLE CORP | Reduce 1% $(185.2K) | 1.19% | $18.5M | +5.80% | |||
| TMO - THERMO FISHER SCIENTIFIC INC | Add 12% ($1.7M) | 0.99% | $15.4M | -2.37% | |||
| MSCI - MSCI INC | Add 16% ($2.0M) | 0.97% | $15.1M | -2.22% | |||
| BLK - BLACKROCK INC | Add 2% ($227.2K) | 0.94% | $14.6M | ||||
| BKNG - BOOKING HOLDINGS INC | Add 24% ($2.1M) | 0.69% | $10.7M | ||||
| GWW - GRAINGER W W INC | Add 143% ($5.8M) | 0.63% | $9.8M | +2.42% | |||
| ABBV - ABBVIE INC | Reduce 13% $(1.4M) | 0.62% | $9.6M | +7.82% | |||
| CSCO - CISCO SYS INC | Reduce 4% $(333.2K) | 0.57% | $8.9M | +0.91% | |||
| UNP - UNION PAC CORP | Reduce 30% $(3.3M) | 0.50% | $7.7M | -1.94% | |||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.46% | $7.2M | +2.29% | ||||
| ABT - ABBOTT LABS | Add 1% ($38.5K) | 0.44% | $6.8M | -1.17% | |||
| SBUX - STARBUCKS CORP | Reduce 72% $(16.8M) | 0.43% | $6.6M | +3.15% | |||
| PG - PROCTER AND GAMBLE CO | Reduce 58% $(9.1M) | 0.42% | $6.5M | -3.29% | |||
| BRO - BROWN & BROWN INC | New Purchase | 0.36% | $5.5M | -3.47% | |||
| WMT - WALMART INC | Reduce 2% $(102.4K) | 0.36% | $5.5M | +3.55% | |||
| JNJ - JOHNSON & JOHNSON | Reduce 17% $(1.1M) | 0.34% | $5.3M | +0.27% | |||
| MMC - MARSH & MCLENNAN COS INC | Add 109% ($2.6M) | 0.33% | $5.1M | +0.21% | |||
| PEP - PEPSICO INC | Reduce 56% $(6.0M) | 0.30% | $4.6M | -4.96% | |||
| EQIX - EQUINIX INC | 0.23% | $3.6M | |||||
| XOM - EXXON MOBIL CORP | Reduce 1% $(26.8K) | 0.23% | $3.6M | +3.71% | |||
| IVV - ISHARES TR | 0.19% | $2.9M | +4.37% | ||||
| PLD - PROLOGIS INC. | Reduce 5% $(162.1K) | 0.18% | $2.8M | ||||
| MRK - MERCK & CO INC | 0.17% | $2.7M | +7.61% | ||||
| DIS - DISNEY WALT CO | Reduce 3% $(82.0K) | 0.16% | $2.4M | +8.29% | |||
| AMGN - AMGEN INC | New Purchase | 0.14% | $2.2M | +1.37% | |||
| NEE - NEXTERA ENERGY INC | Reduce 3% $(71.0K) | 0.14% | $2.1M | +0.08% | |||
| NVO - NOVO-NORDISK A S | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 100% | 0.00% | $0.00 | ||||