StockDriftsStockDriftsTop 50 Mogy Joel R Investment Counsel INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 14.66% | 1.28M | $255.9M | -0.18%(-2.25K) | $17.43(+1196.98%) | 2026-06-30 | |
| AAPL | APPLE INC | 9.79% | 590.6K | $170.9M | -0.34%(-2.00K) | $30.49(+901.43%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 6.62% | 327.1K | $115.6M | -0.29%(-964) | $37.86(+804.99%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.26% | 305.5K | $109.2M | -0.21%(-652) | $45.20(+662.61%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.12% | 286.3K | $106.8M | +0.19%(+538) | $66.15(+634.80%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 6.02% | 308.0K | $105.0M | -0.25%(-767) | $41.42(+813.08%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 5.23% | 97.6K | $91.3M | -0.24%(-233) | $99.14(+862.16%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.71% | 344.9K | $82.2M | -0.20%(-688) | $44.03(+496.26%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.73% | 130.0K | $65.0M | -0.46%(-595) | $139.79(+258.62%) | 2026-06-30 | |
| V | VISA INC | 3.63% | 184.8K | $63.4M | -0.13%(-249) | $55.65(+550.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.77% | +67.54% | +11.91% | +75.50% |
| Top 20 Holdings Unweighted | +13.26% | +45.28% | +9.20% | +55.30% |
Mogy Joel R Investment Counsel INC reports $1.75B in US-listed equity holdings across 121 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (14.7%), AAPL (9.8%) and GOOG (6.6%). The top 20 holdings account for 84.95% of reported assets. Its disclosed equity book has returned +67.54% on a three-year cumulative basis. Figures reflect the Q2 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