Mogy Joel R Investment Counsel Inc Reduced Holdings in Q3 2025

Mogy Joel R Investment Counsel Inc

  • $1.81 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
-20.9K
- 29.23%
$333.65 - $392.1 $6.98M - $8.21M
50.7K $17.9M
ACN
Accenture PLC

Technology
-16.9K
- 15.89%
$232.56 - $304.78 $3.92M - $5.14M
89.3K $22M
CRM
Salesforce, Inc.

Technology
-2.63K
- 1.33%
$231.66 - $273.65 $609K - $720K
195K $46.3M
ISRG
Intuitive Surgical Inc

Healthcare
-308
- 0.45%
$433.66 - $544.47 $134K - $168K
68.4K $30.6M
GWW
W.W. Grainger, Inc.

Industrials
-1.32K
- 12.68%
$932.44 - $1059.49 $1.23M - $1.39M
9.05K $8.63M
BRO
Brown & Brown, Inc.

Financial Services
-13.7K
- 27.21%
$90.88 - $108.93 $1.25M - $1.49M
36.7K $3.44M
SBUX
Starbucks Corp

Consumer Cyclical
-2.53K
- 3.85%
$81.9 - $96.86 $207K - $245K
63K $5.33M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-725
- 3.29%
$196.15 - $217.83 $142K - $158K
21.3K $4.29M
META
Meta Platforms, Inc.

Communication Services
-41
- 0.04%
$695.21 - $791.73 $28.5K - $32.5K
96.5K $70.8M
PG
Procter & Gamble CO

Consumer Defensive
-20
- 0.05%
$150.47 - $161.22 $3.01K - $3.22K
38.1K $5.85M
EQIX
Equinix Inc

Real Estate
-45
- 1.1%
$756.7 - $811.13 $34.1K - $36.5K
4.04K $3.16M
T
At&T Inc.

Communication Services
-464
- 1.82%
$26.94 - $29.62 $12.5K - $13.7K
25K $705K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-476
- 91.01%
$33.13 - $36.31 $15.8K - $17.3K
47 $1K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-150
- 1.17%
$78.11 - $79.07 $11.7K - $11.9K
12.7K $998K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-499
- 25.68%
$24.46 - $26.5 $12.2K - $13.2K
1.44K $38K
VZ
Verizon Communications Inc

Communication Services
-278
- 3.4%
$40.84 - $45.06 $11.4K - $12.5K
7.9K $347K
FNDF
Schwab Fundamental Intl Large

ETFs
-175
- 21.11%
$39.84 - $43.15 $6.97K - $7.55K
654 $28K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-330
- 8.21%
$21.69 - $23.34 $7.16K - $7.7K
3.69K $85K
FNDC
Schwab Fundamental Intl Small

ETFs
-82
- 22.59%
$41.81 - $45.21 $3.43K - $3.71K
281 $12K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-80
- 26.4%
$42.28 - $45.71 $3.38K - $3.66K
223 $10K
Blackrock Inc
-10
- 0.07%
N/A
15.3K $0
FNDX
Schwab Fundamental U S Large C

ETFs
-165
- 6.92%
$24.38 - $26.34 $4.02K - $4.35K
2.22K $58K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-271
- 7.97%
$25.29 - $28.33 $6.85K - $7.68K
3.13K $87K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-49
- 2.58%
$28.92 - $32.19 $1.42K - $1.58K
1.85K $58K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-450
- 2.55%
$62.09 - $66.51 $27.9K - $29.9K
17.2K $1.12M
VTV
Vanguard Value ETF

ETFs
-25
- 0.58%
$175.51 - $186.57 $4.39K - $4.66K
4.29K $800K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-25
- 0.42%
$132.9 - $142.03 $3.32K - $3.55K
5.98K $842K
JPM
Jpmorgan Chase & CO

Financial Services
-50
- 1.59%
$282.78 - $316.06 $14.1K - $15.8K
3.1K $978K
TSLA
Tesla, Inc.

Consumer Cyclical
-75
- 8.82%
$293.94 - $444.72 $22K - $33.4K
775 $344K
VUG
Vanguard Growth ETF

ETFs
-15
- 0.41%
$433.97 - $484.08 $6.51K - $7.26K
3.64K $1.74M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.31%
$617.65 - $666.84 $6.18K - $6.67K
3.22K $2.14M
UNP
Union Pacific Corp

Industrials
-100
- 0.31%
$214.91 - $237.16 $21.5K - $23.7K
32.6K $7.7M
PLD
Prologis, Inc.

Real Estate
-250
- 1.03%
$104.08 - $115.35 $26K - $28.8K
24.1K $2.76M
WMT
Walmart Inc.

Consumer Defensive
-200
- 0.32%
$94.4 - $104.27 $18.9K - $20.9K
62.6K $6.46M
MSFT
Microsoft Corp

Technology
-238
- 0.08%
$491.09 - $535.64 $117K - $127K
287K $149M
ORCL
Oracle Corp

Technology
-25
- 0.02%
$218.96 - $328.33 $5.47K - $8.21K
132K $37.1M
GOOG
Alphabet Inc.

Communication Services
-1.1K
- 0.32%
$175.16 - $255.24 $192K - $279K
340K $82.8M
AAPL
Apple Inc.

Technology
-4.26K
- 0.69%
$202.38 - $256.87 $861K - $1.09M
611K $155M
NVDA
Nvidia Corp

Technology
-8.45K
- 0.61%
$153.3 - $186.58 $1.3M - $1.58M
1.38M $257M
Activity Summary
Buys All Purchases 19 New Holdings 0 Increased Positions 19 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mogy Joel R Investment Counsel Inc Portfolio

Follow Mogy Joel R Investment Counsel Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mogy Joel R Investment Counsel Inc, based on Form 13F filings with the SEC.

News

Stay updated on Mogy Joel R Investment Counsel Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email