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Mogy Joel R Investment Counsel Inc

Portfolio Manager
Mogy Joel R Investment Counsel Inc
Performance
-11.17% (2026 Q1)
AUM (13F)
$1.60B
# of Holdings
114
Performance Rank
Allocation (Top 20)
83.86%

Mogy Joel R Investment Counsel Inc Holdings Map

Top 50 Mogy Joel R Investment Counsel Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
13.99%1.28M$223.5M
-4.89%(-65.85K)
2025-Q1: 1.39M shares2025-Q2: 1.39M shares2025-Q3: 1.38M shares2025-Q4: 1.35M shares2026-Q1: 1.28M shares
$17.43(+1027.36%)
2026-03-31
AAPL
APPLE INC
9.42%592.6K$150.4M
-1.81%(-10.90K)
2025-Q1: 618.7K shares2025-Q2: 614.9K shares2025-Q3: 610.6K shares2025-Q4: 603.5K shares2026-Q1: 592.6K shares
$30.60(+828.80%)
2026-03-31
MSFT
MICROSOFT CORP
6.62%285.8K$105.8M
-0.37%(-1.05K)
2025-Q1: 287.0K shares2025-Q2: 287.1K shares2025-Q3: 286.8K shares2025-Q4: 286.8K shares2026-Q1: 285.8K shares
$65.59(+527.25%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
6.1%97.8K$97.5M
-0.77%(-760)
2025-Q1: 99.1K shares2025-Q2: 98.6K shares2025-Q3: 98.8K shares2025-Q4: 98.6K shares2026-Q1: 97.8K shares
$99.14(+925.28%)
2026-03-31
GOOG
ALPHABET INC
5.89%328.1K$94.1M
-1.39%(-4.61K)
2025-Q1: 341.8K shares2025-Q2: 341.1K shares2025-Q3: 340.0K shares2025-Q4: 332.7K shares2026-Q1: 328.1K shares
$37.86(+914.91%)
2026-03-31
GOOGL
ALPHABET INC
5.51%306.1K$88.0M
-0.45%(-1.37K)
2025-Q1: 308.8K shares2025-Q2: 310.8K shares2025-Q3: 310.8K shares2025-Q4: 307.5K shares2026-Q1: 306.1K shares
$45.19(+759.48%)
2026-03-31
AMZN
AMAZON COM INC
4.51%345.5K$72.0M
-0.91%(-3.18K)
2025-Q1: 347.8K shares2025-Q2: 347.6K shares2025-Q3: 347.8K shares2025-Q4: 348.7K shares2026-Q1: 345.5K shares
$44.03(+521.27%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.92%130.6K$62.6M
-1.68%(-2.23K)
2025-Q1: 133.5K shares2025-Q2: 133.5K shares2025-Q3: 133.6K shares2025-Q4: 132.8K shares2026-Q1: 130.6K shares
$139.49(+233.73%)
2026-03-31
V
VISA INC
3.5%185.1K$55.9M
-0.35%(-657)
2025-Q1: 185.5K shares2025-Q2: 185.4K shares2025-Q3: 185.6K shares2025-Q4: 185.7K shares2026-Q1: 185.1K shares
$55.65(+478.69%)
2026-03-31
META
META PLATFORMS INC
3.43%95.7K$54.7M
-0.96%(-923)
2025-Q1: 96.4K shares2025-Q2: 96.5K shares2025-Q3: 96.5K shares2025-Q4: 96.6K shares2026-Q1: 95.7K shares
$141.14(+328.63%)
2026-03-31

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