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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.5 Million 0.19% of portfolio
5,229
Q4 2024 Added 0.38%
$0
$2.14 Million 0.12% of portfolio
3,219
Q3 2025 Reduced 0.31%
$0
$1.74 Million 0.1% of portfolio
3,635
Q3 2025 Reduced 0.41%
$0
$1.51 Million 0.08% of portfolio
4,591
Q3 2025 Added 0.15%
$0
$1.26 Million 0.07% of portfolio
4,305
Q1 2024 Reduced 5.49%
$0
$1.12 Million 0.06% of portfolio
17,175
Q3 2025 Reduced 2.55%
$0
$1.05 Million 0.06% of portfolio
1,753
Q2 2025 Added 9.43%
$0
$1.1 Million 0.06% of portfolio
1,790
Q1 2025 Reduced 10.05%
$0
$998,000 0.06% of portfolio
12,650
Q3 2025 Reduced 1.17%
$0
$842,000 0.05% of portfolio
5,980
Q3 2025 Reduced 0.42%
$0
$800,000 0.04% of portfolio
4,290
Q3 2025 Reduced 0.58%
$0
$460,000 0.03% of portfolio
5,900
Q4 2023 Reduced 14.18%
$0
$579,000 0.03% of portfolio
6,230
Q1 2025 New
$0
$284,000 0.02% of portfolio
7,380
Q1 2023 New
$0
$421,000 0.02% of portfolio
16,398
Q2 2025 New
$0
$262,000 0.01% of portfolio
6,037
Q1 2025 New
$0
$172,000 0.01% of portfolio
3,350
Q1 2025 Added 3.88%
$0
$101,000 0.01% of portfolio
400
Q1 2025 Reduced 48.39%
$0
$95,000 0.01% of portfolio
1,265
Q1 2025 Added 13.45%
$0
$131,000 0.01% of portfolio
3,000
Q1 2025 Added 17.65%
$0
$140,000 0.01% of portfolio
975
Q1 2023 New
$0
$206,000 0.01% of portfolio
855
Q2 2025 Reduced 14.5%
$0
$235,000 0.01% of portfolio
1,240
Q1 2025 Reduced 32.24%
$0
$258,000 0.01% of portfolio
916
Q2 2025 New
$0
$87,000 0.0% of portfolio
3,131
Q3 2025 Reduced 7.97%
$0
$85,000 0.0% of portfolio
3,691
Q3 2025 Reduced 8.21%
$0
$10,000 0.0% of portfolio
223
Q3 2025 Reduced 26.4%
$0
$81,000 0.0% of portfolio
3,000
Q2 2025 New
$0
$38,000 0.0% of portfolio
1,444
Q3 2025 Reduced 25.68%
$0
$12,000 0.0% of portfolio
281
Q3 2025 Reduced 22.59%
$0
$37,000 0.0% of portfolio
375
Q4 2024 Added 278.79%
$0
$83,000 0.0% of portfolio
400
Q4 2023 Reduced 33.33%
$0
$58,000 0.0% of portfolio
2,221
Q3 2025 Reduced 6.92%
$0
$41,000 0.0% of portfolio
250
Q4 2024 Added 316.67%
$0
$75,000 0.0% of portfolio
638
Q3 2024 Reduced 50.27%
$0
$28,000 0.0% of portfolio
654
Q3 2025 Reduced 21.11%
$0
$1,000 0.0% of portfolio
47
Q3 2025 Reduced 91.01%
$0
$22,000 0.0% of portfolio
485
Q2 2025 New
$0
$58,000 0.0% of portfolio
1,847
Q3 2025 Reduced 2.58%

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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