Mogy Joel R Investment Counsel Inc Portfolio Holdings

Mogy Joel R Investment Counsel Inc

  • $1.58 Billion
  • Q2 2024

Mogy Joel R Investment Counsel Inc has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.58 Billion distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $178M, Apple Inc. with a value of $135M, Microsoft Corp with a value of $131M, Costco Wholesale Corp with a value of $86.3M, and Amazon Com Inc with a value of $66.3M.

Examining the 13F form we can see an increase of $107M in the current position value, from $1.47B to 1.58B.

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 $1.58 Billion
Technology: $685 Million
Healthcare: $200 Million
Communication Services: $187 Million
Consumer Cyclical: $162 Million
Financial Services: $151 Million
Consumer Defensive: $142 Million
ETFs: $17 Million
Industrials: $15.5 Million
Other: $18.2 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $1.58 Billion
  • Prior Value $1.47 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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