Mogy Joel R Investment Counsel Inc Portfolio Holdings

Mogy Joel R Investment Counsel Inc

  • $1.72 Billion
  • Q2 2025

Mogy Joel R Investment Counsel Inc has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.72 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $219M, Microsoft Corp with a value of $143M, Apple Inc. with a value of $126M, Costco Wholesale Corp with a value of $97.6M, and Amazon Com Inc with a value of $76.3M.

Examining the 13F form we can see an increase of $178M in the current position value, from $1.54B to 1.72B.

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 $1.72 Billion
Technology: $762 Million
Communication Services: $225 Million
Financial Services: $188 Million
Consumer Cyclical: $185 Million
Healthcare: $182 Million
Consumer Defensive: $119 Million
Industrials: $21 Million
ETFs: $19.1 Million
Other: $14.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$124,000 0.01% of portfolio
3,000
Q1 2025 Added 17.65%
$0
$184,000 0.01% of portfolio
855
Q2 2025 Reduced 14.5%
$27.1B
$238,000 0.01% of portfolio
3,000
Q1 2025 Reduced 36.17%
$0
$86,000 0.01% of portfolio
3,402
Q2 2025 New
$295M
$125,000 0.01% of portfolio
20,750
Q2 2025 New
$0
$35,000 0.0% of portfolio
375
Q4 2024 Added 278.79%
$0
$1,000 0.0% of portfolio
79
Q2 2025 New
$0
$78,000 0.0% of portfolio
400
Q4 2023 Reduced 33.33%
$0
$37,000 0.0% of portfolio
250
Q4 2024 Added 316.67%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.9%
$0
$0 0.0% of portfolio
2
Q2 2025 New
$0
$1,000 0.0% of portfolio
53
Q2 2025 New
$0
$14,000 0.0% of portfolio
488
Q2 2025 New
$0
$17,000 0.0% of portfolio
523
Q2 2025 New
$0
$55,000 0.0% of portfolio
1,896
Q2 2025 New
$0
$69,000 0.0% of portfolio
638
Q3 2024 Reduced 50.27%
$0
$47,000 0.0% of portfolio
1,943
Q2 2025 New
$0
$1,000 0.0% of portfolio
25
Q2 2025 New
$0
$79,000 0.0% of portfolio
3,000
Q2 2025 New
Schwab Strategic Tr
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$12,000 0.0% of portfolio
303
Q2 2025 New
$0
$11,000 0.0% of portfolio
406
Q2 2025 New
$0
$58,000 0.0% of portfolio
2,386
Q2 2025 New
$0
$15,000 0.0% of portfolio
363
Q2 2025 New
$0
$33,000 0.0% of portfolio
829
Q2 2025 New
$0
$31,000 0.0% of portfolio
1,186
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $1.72 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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