Mogy Joel R Investment Counsel Inc Purchases in Q2 2025

Mogy Joel R Investment Counsel Inc

  • $1.72 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
51
+ 0.02%
$354.56 - $497.45 $18.1K - $25.4K
287K $143M
META
Meta Platforms, Inc.

Communication Services
126
+ 0.13%
$484.66 - $738.09 $61.1K - $93K
96.5K $71.2M
INTU
Intuit Inc

Technology
122
+ 0.17%
$544.07 - $787.63 $66.4K - $96.1K
73.2K $57.7M
NFLX
Netflix Inc

Communication Services
179
+ 0.69%
$855.86 - $1339.13 $153K - $240K
26K $34.8M
PANW
Palo Alto Networks Inc

Technology
58
+ 0.02%
$152.44 - $204.64 $8.84K - $11.9K
309K $63.3M
GOOGL
Alphabet Inc.

Communication Services
1.99K
+ 0.64%
$144.7 - $178.6 $288K - $355K
311K $54.8M
ISRG
Intuitive Surgical Inc

Healthcare
840
+ 1.24%
$451.58 - $565.94 $379K - $475K
68.7K $37.3M
SYK
Stryker Corp

Healthcare
472
+ 0.48%
$337.37 - $395.63 $159K - $187K
98.7K $39M
ABT
Abbott Laboratories

Healthcare
13.2K
+ 25.76%
$123.95 - $138.08 $1.64M - $1.82M
64.4K $8.76M
GWW
W.W. Grainger, Inc.

Industrials
475
+ 4.8%
$919.93 - $1101.66 $437K - $523K
10.4K $10.8M
DIS
Walt Disney CO

Communication Services
166
+ 0.67%
$81.72 - $124.01 $13.6K - $20.6K
24.9K $3.09M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.4K
New
$19.1 - $23.83 $313K - $391K
16.4K $390K
XLK
Technology Sector Spdr

ETFs
916
New
$179.73 - $253.23 $165K - $232K
916 $231K
QQQ
Invesco Qqq Trust, Series 1

ETFs
151
+ 9.43%
$416.06 - $551.64 $62.8K - $83.3K
1.75K $967K
URI
United Rentals, Inc.

Industrials
272
New
$551.94 - $753.4 $150K - $205K
272 $204K
HD
Home Depot, Inc.

Consumer Cyclical
468
+ 0.44%
$335.24 - $380.78 $157K - $178K
107K $39.3M
PRTA
Prothena Corp Public LTD CO

Healthcare
20.8K
New
$4.58 - $12.14 $95K - $252K
20.8K $125K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.02K
New
$17.76 - $22.1 $71.4K - $88.9K
4.02K $88K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.4K
New
$20.42 - $25.3 $69.5K - $86.1K
3.4K $86K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3K
New
$24.32 - $27.87 $73K - $83.6K
3K $79K
LMT
Lockheed Martin Corp

Industrials
100
+ 10.32%
$430.82 - $486.45 $43.1K - $48.6K
1.07K $495K
FNDX
Schwab Fundamental U S Large C

ETFs
2.39K
New
$20.84 - $24.54 $49.7K - $58.6K
2.39K $58K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.9K
New
$22.27 - $29.21 $42.2K - $55.4K
1.9K $55K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.94K
New
$19.6 - $24.44 $38.1K - $47.5K
1.94K $47K
BRO
Brown & Brown, Inc.

Financial Services
5.83K
+ 13.06%
$104.48 - $124.43 $609K - $725K
50.4K $5.59M
FNDF
Schwab Fundamental Intl Large

ETFs
829
New
$32.25 - $40.02 $26.7K - $33.2K
829 $33K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.19K
New
$26.18 - $26.93 $31K - $31.9K
1.19K $31K
T
At&T Inc.

Communication Services
464
+ 1.86%
$26.33 - $28.94 $12.2K - $13.4K
25.4K $736K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
485
New
$33.13 - $40.67 $16.1K - $19.7K
485 $19K
FNDE
Schwab Fundamental Emerging Mk

ETFs
523
New
$26.66 - $33.09 $13.9K - $17.3K
523 $17K
FNDC
Schwab Fundamental Intl Small

ETFs
363
New
$32.97 - $42.05 $12K - $15.3K
363 $15K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
488
New
$24.38 - $30.18 $11.9K - $14.7K
488 $14K
SCHC
Schwab Strategic Tr Intl Small

ETFs
303
New
$32.41 - $42.59 $9.82K - $12.9K
303 $12K
FNDA
Schwab Fundamental U S Small C

ETFs
406
New
$23.85 - $28.69 $9.68K - $11.6K
406 $11K
PRF
Invesco Exchange Traded Fd Tr

ETFs
25
New
$35.77 - $42.27 $894 - $1.06K
25 $1K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
79
New
$18.94 - $21.67 $1.5K - $1.71K
79 $1K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
53
New
$21.85 - $22.76 $1.16K - $1.21K
53 $1K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
New
$320.42 - $424.58 $641 - $849
2 $0
Schwab Strategic Tr
34
New
N/A
34 $0
VZ
Verizon Communications Inc

Communication Services
278
+ 3.52%
$41.67 - $45.62 $11.6K - $12.7K
8.18K $353K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.3K
+ 6.25%
$212.1 - $244.27 $275K - $316K
22K $4.82M
AZO
Autozone Inc

Consumer Cyclical
94
+ 1.56%
$3478.38 - $3880.15 $327K - $365K
6.13K $22.8M
LLY
Eli Lilly & CO

Healthcare
527
+ 1.35%
$713.71 - $898.95 $376K - $474K
39.5K $30.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
232K
+ 1386.67%
$87.84 - $1441.89 $20.4M - $335M
249K $22.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
72
+ 0.05%
$483.48 - $539.8 $34.8K - $38.9K
134K $64.9M
Activity Summary
Buys All Purchases 46 New Holdings 23 Increased Positions 23 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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