Mogy Joel R Investment Counsel Inc Portfolio Holdings

Mogy Joel R Investment Counsel Inc

  • $1.63 Billion
  • Q3 2024

Mogy Joel R Investment Counsel Inc has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.63 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $175M, Apple Inc. with a value of $149M, Microsoft Corp with a value of $126M, Costco Wholesale Corp with a value of $89.8M, and Amazon Com Inc with a value of $64.3M.

Examining the 13F form we can see an increase of $54M in the current position value, from $1.58B to 1.63B.

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 $1.63 Billion
Technology: $701 Million
Healthcare: $208 Million
Communication Services: $184 Million
Consumer Cyclical: $179 Million
Financial Services: $171 Million
Consumer Defensive: $135 Million
Industrials: $18 Million
ETFs: $17.2 Million
Other: $17.4 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $1.63 Billion
  • Prior Value $1.58 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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