StockDriftsStockDriftsTop 50 Mogy Joel R Investment Counsel INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 15.58% | 1.27M | $291.1M | -0.36%(-4.60K) | $17.40(+1147.62%) | 2026-09-30 | |
| AAPL | APPLE INC | 10.47% | 587.5K | $195.7M | -0.53%(-3.11K) | $30.49(+1024.60%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 7.88% | 287.1K | $147.2M | +0.27%(+769) | $67.16(+694.41%) | 2026-09-30 | |
| PANW | PALO ALTO NETWORKS INC | 6.5% | 305.6K | $121.4M | -0.77%(-2.37K) | $42.10(+724.14%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 5.98% | 328.0K | $111.8M | +0.26%(+842) | $38.66(+779.96%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 5.6% | 304.2K | $104.7M | -0.42%(-1.28K) | $45.20(+661.42%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 4.74% | 97.3K | $88.6M | -0.32%(-314) | $99.14(+904.21%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 4.66% | 349.3K | $87.0M | +1.30%(+4.48K) | $46.59(+463.30%) | 2026-09-30 | |
| META | META PLATFORMS INC | 3.66% | 94.3K | $68.4M | -1.06%(-1.01K) | $141.14(+399.82%) | 2026-09-30 | |
| V | VISA INC | 3.54% | 184.1K | $66.2M | -0.35%(-656) | $55.65(+624.06%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.05% | +81.79% | +13.22% | +86.04% |
| Top 20 Holdings Unweighted | +15.67% | +54.75% | +9.94% | +60.64% |
Mogy Joel R Investment Counsel INC reports $1.87B in US-listed equity holdings across 128 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (15.6%), AAPL (10.5%) and MSFT (7.9%). The top 20 holdings account for 86.35% of reported assets. Its disclosed equity book has returned +81.79% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mogy Joel R Investment Counsel INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1126735). View Mogy Joel R Investment Counsel INC’s 13F filings on SEC