Mogy Joel R Investment Counsel Inc Portfolio Holdings

Mogy Joel R Investment Counsel Inc

  • $1.81 Billion
  • Q3 2025

Mogy Joel R Investment Counsel Inc has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.81 Billion distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $257M, Apple Inc. with a value of $155M, Microsoft Corp with a value of $149M, Costco Wholesale Corp with a value of $91.4M, and Alphabet Inc. with a value of $82.8M.

Examining the 13F form we can see an increase of $91.7M in the current position value, from $1.72B to 1.81B.

Mogy Joel R Investment Counsel Inc is based out at Beverly Hills, CA

Below you can find more details about Mogy Joel R Investment Counsel Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.81 Billion
Technology: $808 Million
Communication Services: $264 Million
Consumer Cyclical: $197 Million
Financial Services: $186 Million
Healthcare: $184 Million
Consumer Defensive: $113 Million
ETFs: $20.2 Million
Industrials: $19.2 Million
Other: $15.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$455B
$257 Million 14.24% of portfolio
1,379,114
Q3 2025 Reduced 0.61%
$4.21T
$155 Million 8.6% of portfolio
610,633
Q3 2025 Reduced 0.69%
$3.85T
$149 Million 8.22% of portfolio
286,835
Q3 2025 Reduced 0.08%
$414B
$91.4 Million 5.06% of portfolio
98,776
Q3 2025 Added 0.17%
$1.56T
$82.8 Million 4.58% of portfolio
339,999
Q3 2025 Reduced 0.32%
$2.21T
$76.4 Million 4.23% of portfolio
347,821
Q3 2025 Added 0.06%
$1.5T
$75.6 Million 4.18% of portfolio
310,848
Q3 2025 Added 0.02%
$1.61T
$70.8 Million 3.92% of portfolio
96,469
Q3 2025 Reduced 0.04%
$646B
$67.2 Million 3.72% of portfolio
133,634
Q3 2025 Added 0.07%
$563B
$63.3 Million 3.51% of portfolio
185,570
Q3 2025 Added 0.09%
$63.4B
$63.1 Million 3.49% of portfolio
309,861
Q3 2025 Added 0.18%
$53.6B
$54.5 Million 3.01% of portfolio
85,273
Q3 2025 Added 0.11%
$187B
$50.2 Million 2.78% of portfolio
73,566
Q3 2025 Added 0.46%
$254B
$46.3 Million 2.56% of portfolio
195,363
Q3 2025 Reduced 1.33%
$398B
$43.5 Million 2.41% of portfolio
107,437
Q3 2025 Added 0.15%
$747B
$37.1 Million 2.05% of portfolio
131,844
Q3 2025 Reduced 0.02%
$551B
$31.3 Million 1.73% of portfolio
26,144
Q3 2025 Added 0.74%
$162B
$30.6 Million 1.69% of portfolio
68,370
Q3 2025 Reduced 0.45%
$769B
$30.2 Million 1.67% of portfolio
39,606
Q3 2025 Added 0.2%
$6.34B
$27 Million 1.49% of portfolio
250,360
Q3 2025 Added 0.44%
$75.3B
$26.4 Million 1.46% of portfolio
6,144
Q3 2025 Added 0.24%
$540B
$22.6 Million 1.25% of portfolio
39,762
Q3 2025 Added 0.05%
$153B
$22 Million 1.22% of portfolio
89,309
Q3 2025 Reduced 15.89%
$160B
$17.9 Million 0.99% of portfolio
50,664
Q3 2025 Reduced 29.23%
$42.9B
$15.2 Million 0.84% of portfolio
26,853
Q3 2025 Added 1.75%
$204B
$12.6 Million 0.7% of portfolio
2,335
Q3 2025 Added 1.61%
$410B
$10.6 Million 0.59% of portfolio
45,761
Q1 2025 Reduced 12.66%
$290B
$9.79 Million 0.54% of portfolio
143,094
Q3 2025 Reduced 0.55%
$227B
$8.95 Million 0.5% of portfolio
66,826
Q3 2025 Added 3.7%
$49.1B
$8.63 Million 0.48% of portfolio
9,053
Q3 2025 Reduced 12.68%
$140B
$7.7 Million 0.43% of portfolio
32,573
Q3 2025 Reduced 0.31%
$444B
$6.79 Million 0.38% of portfolio
9
Q4 2022 Reduced 10.0%
$291B
$6.46 Million 0.36% of portfolio
62,642
Q3 2025 Reduced 0.32%
$506B
$5.85 Million 0.32% of portfolio
31,530
Q2 2025 Reduced 0.47%
$360B
$5.85 Million 0.32% of portfolio
38,099
Q3 2025 Reduced 0.05%
$95.1B
$5.33 Million 0.29% of portfolio
62,986
Q3 2025 Reduced 3.85%
$94.2B
$4.29 Million 0.24% of portfolio
21,298
Q3 2025 Reduced 3.29%
$212B
$4.3 Million 0.24% of portfolio
30,651
Q1 2025 Reduced 56.44%
$470B
$3.37 Million 0.19% of portfolio
29,918
Q1 2025 Reduced 0.75%
$24.7B
$3.44 Million 0.19% of portfolio
36,697
Q3 2025 Reduced 27.21%
$0
$3.5 Million 0.19% of portfolio
5,229
Q4 2024 Added 0.38%
$75.1B
$3.16 Million 0.17% of portfolio
4,035
Q3 2025 Reduced 1.1%
$204B
$2.85 Million 0.16% of portfolio
24,916
Q2 2025 Added 0.67%
$117B
$2.76 Million 0.15% of portfolio
24,104
Q3 2025 Reduced 1.03%
$219B
$2.49 Million 0.14% of portfolio
29,623
Q2 2025 Reduced 1.99%
$167B
$2.25 Million 0.12% of portfolio
29,773
Q1 2025 Reduced 3.26%
$0
$2.14 Million 0.12% of portfolio
3,219
Q3 2025 Reduced 0.31%
$12.7B
$1.97 Million 0.11% of portfolio
10,100
Q1 2025 Reduced 0.98%
$245B
$1.94 Million 0.11% of portfolio
11,975
Q3 2023 Reduced 24.09%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $1.81 Billion
  • Prior Value $1.72 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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