MJ
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MOGY JOEL R INVESTMENT COUNSEL INC13F | |
| MOGY JOEL R INVESTMENT COUNSEL INC | |
| Last update 2025-07-10 | 127 Stocks (23 new) |
| Value $1.73 Bil | Turnover 0 % |
MOGY JOEL R INVESTMENT COUNSEL... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 1,387,567 | 219,221.8 | -0.20% | 12.660 | -0.02% | 0.010 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MSFT | Microsoft Corp | 287,073 | 142,793.0 | +0.02% | 8.250 | 0% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AAPL | Apple Inc | 614,888 | 126,156.5 | -0.61% | 7.280 | -0.05% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
COST | Costco Wholesale Corp | 98,608 | 97,616.3 | -0.54% | 5.640 | -0.03% | 0.020 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
AMZN | Amazon.com Inc | 347,627 | 76,265.9 | -0.04% | 4.400 | 0% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
META | Meta Platforms Inc | 96,510 | 71,233.1 | +0.13% | 4.110 | +0.01% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
V | Visa Inc | 185,399 | 65,825.9 | -0.05% | 3.800 | 0% | 0.010 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
BRK.B | Berkshire Hathaway Inc | 133,547 | 64,873.1 | +0.05% | 3.750 | 0% | 0.010 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
PANW | Palo Alto Networks Inc | 309,293 | 63,293.7 | +0.02% | 3.650 | 0% | 0.050 | +16.75% | +7.60% | 130,546.1 | Software | |
GOOG | Alphabet Inc | 341,094 | 60,506.6 | -0.21% | 3.490 | -0.01% | 0.000 | +21.39% | -2.13% | 2,250,461.0 | Interactive Media |
MOGY JOEL R INVESTMENT COUNSEL INC's Historical Top Holdings Breakdowns
MOGY JOEL R INVESTMENT COUNSEL INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TMO | Thermo Fisher Scientific Inc | 2025-06-30 | Sold Out Sold Out | -0.99% | 390.26 ($419.37) 497.6 | $414.75 | -1.10% | Sold Out | 0 | -31,006 | |
ABT | Abbott Laboratories | 2025-06-30 | Add Add | +0.10% | 123.95 ($131.88) 138.08 | $123.67 | -6.23% | Add 25.76% | 64,441 | 13,200 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.05% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Reduce -0.61% | 614,888 | -3,799 | |
BRO | Brown & Brown Inc | 2025-06-30 | Add Add | +0.04% | 104.48 ($112.56) 124.43 | $103.84 | -7.75% | Add 13.06% | 50,416 | 5,825 | |
COST | Costco Wholesale Corp | 2025-06-30 | Reduce Reduce | -0.03% | 908.13 ($993.18) 1056.85 | $950.95 | -4.25% | Reduce -0.54% | 98,608 | -537 | |
ISRG | Intuitive Surgical Inc | 2025-06-30 | Add Add | +0.03% | 451.58 ($522.44) 565.94 | $518.62 | -0.73% | Add 1.24% | 68,678 | 840 | |
GWW | W.W. Grainger Inc | 2025-06-30 | Add Add | +0.03% | 919.93 ($1038.26) 1101.66 | $1,028.35 | -0.95% | Add 4.8% | 10,368 | 475 | |
ADBE | Adobe Inc | 2025-06-30 | Reduce Reduce | -0.02% | 340 ($385.29) 420.68 | $365.79 | -5.06% | Reduce -1.03% | 71,593 | -745 | |
GOOGL | Alphabet Inc | 2025-06-30 | Add Add | +0.02% | 144.7 ($163.55) 178.6 | $185.06 | 13.15% | Add 0.64% | 310,799 | 1,987 | |
AZO | AutoZone Inc | 2025-06-30 | Add Add | +0.02% | 3478.38 ($3688.06) 3880.15 | $3,713.93 | 0.70% | Add 1.56% | 6,129 | 94 |
MOGY JOEL R INVESTMENT COUNSEL INC Total Holding History ($B)
MOGY JOEL R INVESTMENT COUNSEL INC's Asset Allocation
MOGY JOEL R INVESTMENT COUNSEL INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MOGY JOEL R INVESTMENT COUNSEL INC's Hypothetical Growth since 2025-06-30
MOGY JOEL R INVESTMENT COUNSEL INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MOGY JOEL R INVESTMENT COUNSEL INC's Holdings Heat Map
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MOGY JOEL R INVESTMENT COUNSEL INC's Holdings Bubble Chart
MOGY JOEL R INVESTMENT COUNSEL INC News
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