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 Market Cap. of $200 Billions or more
