Mogy Joel R Investment Counsel Inc Portfolio Holdings

Mogy Joel R Investment Counsel Inc

  • $1.72 Billion
  • Q2 2025

Mogy Joel R Investment Counsel Inc has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.72 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $219M, Microsoft Corp with a value of $143M, Apple Inc. with a value of $126M, Costco Wholesale Corp with a value of $97.6M, and Amazon Com Inc with a value of $76.3M.

Examining the 13F form we can see an increase of $178M in the current position value, from $1.54B to 1.72B.

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 $1.72 Billion
Technology: $762 Million
Communication Services: $225 Million
Financial Services: $188 Million
Consumer Cyclical: $185 Million
Healthcare: $182 Million
Consumer Defensive: $119 Million
Industrials: $21 Million
ETFs: $19.1 Million
Other: $14.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$416B
$219 Million 12.78% of portfolio
1,387,567
Q2 2025 Reduced 0.2%
$3.77T
$143 Million 8.32% of portfolio
287,073
Q2 2025 Added 0.02%
$3.45T
$126 Million 7.35% of portfolio
614,888
Q2 2025 Reduced 0.61%
$417B
$97.6 Million 5.69% of portfolio
98,608
Q2 2025 Reduced 0.54%
$2.32T
$76.3 Million 4.45% of portfolio
347,627
Q2 2025 Reduced 0.04%
$1.58T
$71.2 Million 4.15% of portfolio
96,510
Q2 2025 Added 0.13%
$575B
$65.8 Million 3.84% of portfolio
185,399
Q2 2025 Reduced 0.05%
$622B
$64.9 Million 3.78% of portfolio
133,547
Q2 2025 Added 0.05%
$58.9B
$63.3 Million 3.69% of portfolio
309,293
Q2 2025 Added 0.02%
$1.17T
$60.5 Million 3.53% of portfolio
341,094
Q2 2025 Reduced 0.21%
$216B
$57.7 Million 3.36% of portfolio
73,231
Q2 2025 Added 0.17%
$1.14T
$54.8 Million 3.19% of portfolio
310,799
Q2 2025 Added 0.64%
$264B
$54 Million 3.15% of portfolio
197,994
Q2 2025 Added 0.23%
$44.3B
$45.7 Million 2.66% of portfolio
85,181
Q2 2025 Reduced 0.63%
$380B
$39.3 Million 2.29% of portfolio
107,274
Q2 2025 Added 0.44%
$149B
$39 Million 2.28% of portfolio
98,688
Q2 2025 Added 0.48%
$530B
$34.8 Million 2.03% of portfolio
25,951
Q2 2025 Added 0.69%
$181B
$31.7 Million 1.85% of portfolio
106,183
Q2 2025 Reduced 0.1%
$738B
$30.8 Million 1.8% of portfolio
39,528
Q2 2025 Added 1.35%
$642B
$28.8 Million 1.68% of portfolio
131,869
Q2 2025 Reduced 0.21%
$173B
$27.7 Million 1.61% of portfolio
71,593
Q2 2025 Reduced 1.03%
$71.6B
$22.8 Million 1.33% of portfolio
6,129
Q2 2025 Added 1.56%
$5.99B
$22.5 Million 1.31% of portfolio
249,255
Q2 2025 Added 1,386.67%
$533B
$22.3 Million 1.3% of portfolio
39,742
Q2 2025 Reduced 0.14%
$42.1B
$15.2 Million 0.89% of portfolio
26,390
Q2 2025 Reduced 0.93%
$229B
$13.3 Million 0.78% of portfolio
2,298
Q2 2025 Reduced 1.33%
$52.3B
$10.8 Million 0.63% of portfolio
10,368
Q2 2025 Added 4.8%
$280B
$9.98 Million 0.58% of portfolio
143,888
Q2 2025 Reduced 0.38%
$220B
$8.76 Million 0.51% of portfolio
64,441
Q2 2025 Added 25.76%
$331B
$8.49 Million 0.5% of portfolio
45,761
Q1 2025 Reduced 12.66%
$141B
$7.52 Million 0.44% of portfolio
32,673
Q1 2025 Reduced 30.16%
$429B
$6.56 Million 0.38% of portfolio
9
Q4 2022 Reduced 10.0%
$260B
$6.14 Million 0.36% of portfolio
62,842
Q1 2025 Reduced 1.82%
$375B
$6.07 Million 0.35% of portfolio
38,119
Q2 2025 Reduced 0.2%
$111B
$6 Million 0.35% of portfolio
65,511
Q2 2025 Reduced 2.96%
$29.2B
$5.59 Million 0.33% of portfolio
50,416
Q2 2025 Added 13.06%
$104B
$4.82 Million 0.28% of portfolio
22,023
Q2 2025 Added 6.25%
$439B
$4.82 Million 0.28% of portfolio
31,530
Q2 2025 Reduced 0.47%
$201B
$4.05 Million 0.24% of portfolio
30,651
Q1 2025 Reduced 56.44%
$452B
$3.23 Million 0.19% of portfolio
29,918
Q1 2025 Reduced 0.75%
$72.9B
$3.25 Million 0.19% of portfolio
4,080
Q2 2025 Reduced 6.53%
$221B
$3.09 Million 0.18% of portfolio
24,916
Q2 2025 Added 0.67%
$101B
$2.56 Million 0.15% of portfolio
24,354
Q2 2025 Reduced 2.79%
$207B
$2.34 Million 0.14% of portfolio
29,623
Q2 2025 Reduced 1.99%
$256B
$2.18 Million 0.13% of portfolio
11,975
Q3 2023 Reduced 24.09%
$152B
$2.07 Million 0.12% of portfolio
29,773
Q1 2025 Reduced 3.26%
$164B
$1.93 Million 0.11% of portfolio
6,923
Q2 2025 Reduced 0.26%
$11.5B
$1.65 Million 0.1% of portfolio
10,100
Q1 2025 Reduced 0.98%
$220B
$1.66 Million 0.1% of portfolio
5,693
Q1 2025 Reduced 5.01%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $1.72 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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