MOGY JOEL R INVESTMENT COUNSEL INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, MOGY JOEL R INVESTMENT COUNSEL INC held in its portfolio 114 assets valued at $1,843,194,281 (i.e. $1.84B).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($251.24M), APPLE INC ($164.08M), and MICROSOFT CORP ($138.72M).
The chart below shows the top 10 valuable assets, and the table below shows the top 114 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MOGY JOEL R INVESTMENT COUNSEL INC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 1347145 | 251242612 | COM |
| APPLE INC | 603545 | 164079670 | COM |
| MICROSOFT CORP | 286827 | 138715298 | COM |
| ALPHABET INC | 332712 | 104404978 | CAP STK CL C |
| ALPHABET INC | 307523 | 96254655 | CAP STK CL A |
| COSTCO WHSL CORP NEW | 98589 | 85017464 | COM |
| AMAZON COM INC | 348724 | 80492474 | COM |
| BERKSHIRE HATHAWAY INC DEL | 132795 | 66749407 | CL B NEW |
| VISA INC | 185708 | 65129634 | COM CL A |
| META PLATFORMS INC | 96610 | 63771295 | CL A |
| IDEXX LABS INC | 85545 | 57873759 | COM |
| PALO ALTO NETWORKS INC | 310679 | 57227072 | COM |
| SALESFORCE INC | 195846 | 51881564 | COM |
| INTUIT | 73531 | 48708695 | COM |
| ELI LILLY & CO | 39552 | 42505743 | COM |
| INTUITIVE SURGICAL INC | 69012 | 39085636 | COM NEW |
| HOME DEPOT INC | 107049 | 36835666 | COM |
| STRYKER CORPORATION | 100436 | 35300088 | COM |
| ACCENTURE PLC IRELAND | 97256 | 26093787 | SHS CLASS A |
| ORACLE CORP | 130249 | 25386833 | COM |
| NETFLIX INC | 263908 | 24744014 | COM |
| OREILLY AUTOMOTIVE INC | 255746 | 23326593 | COM |
| MASTERCARD INCORPORATED | 39694 | 22660363 | CL A |
| AUTOZONE INC | 6263 | 21240965 | COM |
| ADOBE INC | 58844 | 20594812 | COM |
| BLACKROCK INC | 15357 | 16437211 | COM |
| MSCI INC | 26973 | 15475219 | COM |
| BOOKING HOLDINGS INC | 2429 | 13008097 | COM |
| CISCO SYS INC | 141383 | 10890737 | COM |
| ABBVIE INC | 45554 | 10408633 | COM |
| ABBOTT LABS | 66689 | 8355465 | COM |
| WW GRAINGER INC | 7415 | 7482241 | COM |
| UNION PAC CORP | 32173 | 7442169 | COM |
| WALMART INC | 63160 | 7036656 | COM |
| BERKSHIRE HATHAWAY INC DEL | 9 | 6793200 | CL A |
| JOHNSON & JOHNSON | 31530 | 6525134 | COM |
| PROCTER AND GAMBLE CO | 38099 | 5459911 | COM |
| STARBUCKS CORP | 62461 | 5259841 | COM |
| PEPSICO INC | 30651 | 4398986 | COM |
| EXXON MOBIL CORP | 29918 | 3600326 | COM |
| ISHARES TR | 5229 | 3581551 | CORE S&P500 ETF |
| EQUINIX INC | 3978 | 3047784 | COM |
| MERCK & CO INC | 28608 | 3011302 | COM |
| PROLOGIS INC. | 23504 | 3000552 | COM |
| DISNEY WALT CO | 24750 | 2815808 | COM |
| MARSH & MCLENNAN COS INC | 14418 | 2674827 | COM |
| BROWN & BROWN INC | 31306 | 2495088 | COM |
| NEXTERA ENERGY INC | 29773 | 2390176 | COM |
| AMGEN INC | 6923 | 2265967 | COM |
| PHILIP MORRIS INTL INC | 11975 | 1920790 | COM |
| SPDR S&P 500 ETF TR | 2744 | 1871188 | TR UNIT |
| WILLIAMS SONOMA INC | 10025 | 1790365 | COM |
| MCDONALDS CORP | 5693 | 1739861 | COM |
| VANGUARD INDEX FDS | 3535 | 1724585 | GROWTH ETF |
| WEC ENERGY GROUP INC | 15708 | 1656566 | COM |
| VANGUARD INDEX FDS | 4579 | 1535201 | TOTAL STK MKT |
| YUM BRANDS INC | 9680 | 1464390 | COM |
| VANGUARD INDEX FDS | 4305 | 1249397 | MID CAP ETF |
| PRICE T ROWE GROUP INC | 11455 | 1172763 | COM |
| ISHARES TR | 17235 | 1137510 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 1790 | 1122563 | S&P 500 ETF SHS |
| BIOGEN INC | 6260 | 1101697 | COM |
| INVESCO QQQ TR | 1773 | 1089172 | UNIT SER 1 |
| BRISTOL-MYERS SQUIBB CO | 18945 | 1021893 | COM |
| VANGUARD BD INDEX FDS | 12950 | 1020590 | SHORT TRM BOND |
| JPMORGAN CHASE & CO. | 3115 | 1003715 | COM |
| COCA COLA CO | 12700 | 887857 | COM |
| CHEVRON CORP NEW | 5693 | 867670 | COM |
| VANGUARD WHITEHALL FDS | 5775 | 828828 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 4115 | 785924 | VALUE ETF |
| ALTRIA GROUP INC | 12950 | 746697 | COM |
| INTERNATIONAL BUSINESS MACHS | 2400 | 710904 | COM |
| SCHWAB CHARLES CORP | 6897 | 689124 | COM |
| CATERPILLAR INC | 1200 | 687444 | COM |
| CSX CORP | 18000 | 652500 | COM |
| AT&T INC | 24981 | 620528 | COM |
| ISHARES TR | 6230 | 592411 | ESG AW MSCI EAFE |
| PFIZER INC | 23636 | 588536 | COM |
| SIMON PPTY GROUP INC NEW | 2825 | 522936 | COM |
| FEDEX CORP | 1700 | 491062 | COM |
| LOCKHEED MARTIN CORP | 969 | 468503 | COM |
| VANGUARD BD INDEX FDS | 5900 | 459492 | INTERMED TERM |
| MONDELEZ INTL INC | 8190 | 440868 | CL A |
| SCHWAB STRATEGIC TR | 16398 | 430109 | US BRD MKT ETF |
| TESLA INC | 775 | 348533 | COM |
| SOUTHERN CO | 3933 | 342958 | COM |
| VERIZON COMMUNICATIONS INC | 7903 | 321889 | COM |
| ISHARES TR | 6350 | 310495 | ESG SELECT SCRE |
| DIMENSIONAL ETF TRUST | 7380 | 292174 | US CORE EQUITY 2 |
| ISHARES INC | 6037 | 266654 | ESG AWR MSCI EM |
| SELECT SECTOR SPDR TR | 1832 | 263796 | STATE STREET TEC |
| HONEYWELL INTL INC | 1300 | 253617 | COM |
| ISHARES TR | 2500 | 240075 | MSCI EAFE ETF |
| INVESCO EXCHANGE TRADED FD T | 1240 | 237534 | S&P500 EQL WGT |
| PPG INDS INC | 2300 | 235658 | COM |
| UNITED RENTALS INC | 272 | 220526 | COM |
| ISHARES TR | 855 | 210467 | RUSSELL 2000 ETF |
| PROTHENA CORP PLC | 20750 | 198163 | SHS |
| ISHARES TR | 975 | 164551 | ISHARES BIOTECH |
| VANGUARD INDEX FDS | 500 | 157400 | LARGE CAP ETF |
| VANGUARD INDEX FDS | 400 | 103180 | SMALL CP ETF |
| ISHARES TR | 1265 | 95077 | ESG EAFE ETF |
| SCHWAB STRATEGIC TR | 3131 | 89171 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 3691 | 88732 | INTL EQTY ETF |
| VANGUARD INDEX FDS | 400 | 84716 | SM CP VAL ETF |
| SCHWAB STRATEGIC TR | 3000 | 82290 | US DIVIDEND EQ |
| ISHARES TR | 638 | 76675 | CORE S&P SCP ETF |
| SCHWAB STRATEGIC TR | 1847 | 60249 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 1969 | 53576 | FUNDAMENTAL US L |
| ISHARES TR | 250 | 41985 | CORE S&P US GWT |
| SCHWAB STRATEGIC TR | 1444 | 38858 | US LRG CAP ETF |
| ISHARES TR | 375 | 38453 | CORE S&P US VLU |
| SCHWAB STRATEGIC TR | 47 | 1695 | FUNDAMENTAL EMER |
| SCHWAB STRATEGIC TR | 34 | 1537 | FUNDAMENTAL INTL |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.