Mogy Joel R Investment Counsel Inc has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.54 Billion distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $151M, Apple Inc. with a value of $137M, Microsoft Corp with a value of $108M, Costco Wholesale Corp with a value of $93.8M, and Berkshire Hathaway Inc Class B with a value of $71.1M.
Examining the 13F form we can see an decrease of $129M in the current position value, from $1.67B to 1.54B.
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
$1.54 Billion
Technology: $635 Million
Financial Services: $193 Million
Communication Services: $184 Million
Healthcare: $183 Million
Consumer Cyclical: $175 Million
Consumer Defensive: $115 Million
Industrials: $19.7 Million
ETFs: $16.4 Million
Other: $15.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
