MOGY JOEL R INVESTMENT COUNSEL INC
CIK: 0001126735SEC EDGAR →
Portfolio Value
$1.8T
Holdings
115
As of
Q4 2025
New Positions
115
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 1,347,145 | $251.2B | 13.63% |
| 2 | APPLE INC | 603,545 | $164.1B | 8.90% |
| 3 | MICROSOFT CORP | 286,827 | $138.7B | 7.53% |
| 4 | ALPHABET INC | 332,712 | $104.4B | 5.66% |
| 5 | ALPHABET INC | 307,523 | $96.3B | 5.22% |
| 6 | COSTCO WHSL CORP NEW | 98,589 | $85.0B | 4.61% |
| 7 | AMAZON COM INC | 348,724 | $80.5B | 4.37% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 132,795 | $66.7B | 3.62% |
| 9 | VISA INC | 185,708 | $65.1B | 3.53% |
| 10 | META PLATFORMS INC | 96,610 | $63.8B | 3.46% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (115)
$251.2B · 1.3M shares
$164.1B · 604K shares
$138.7B · 287K shares
$104.4B · 333K shares
$96.3B · 308K shares
$85.0B · 99K shares
$80.5B · 349K shares
$66.7B · 133K shares
$65.1B · 186K shares
$63.8B · 97K shares
$57.9B · 86K shares
$57.2B · 311K shares
$51.9B · 196K shares
$48.7B · 74K shares
$42.5B · 40K shares
$39.1B · 69K shares
$36.8B · 107K shares
$35.3B · 100K shares
$26.1B · 97K shares
$25.4B · 130K shares
$24.7B · 264K shares
$23.3B · 256K shares
$22.7B · 40K shares
$21.2B · 6K shares
$20.6B · 59K shares
$16.4B · 15K shares
$15.5B · 27K shares
$13.0B · 2K shares
$10.9B · 141K shares
$10.4B · 46K shares
$8.4B · 67K shares
$7.5B · 7K shares
$7.4B · 32K shares
$7.0B · 63K shares
$6.8B · 9 shares
$6.5B · 32K shares
$5.5B · 38K shares
$5.3B · 62K shares
$4.4B · 31K shares
$3.6B · 30K shares
$3.6B · 5K shares
$3.0B · 4K shares
$3.0B · 29K shares
$3.0B · 24K shares
$2.8B · 25K shares
$2.7B · 14K shares
$2.5B · 31K shares
$2.4B · 30K shares
$2.3B · 7K shares
$1.9B · 12K shares
$1.9B · 3K shares
$1.8B · 10K shares
$1.7B · 6K shares
$1.7B · 4K shares
$1.7B · 16K shares
$1.5B · 5K shares
$1.5B · 10K shares
$1.2B · 4K shares
$1.2B · 11K shares
$1.1B · 17K shares
$1.1B · 2K shares
$1.1B · 6K shares
$1.1B · 2K shares
$1.0B · 19K shares
$1.0B · 13K shares
$1.0B · 3K shares
$887.0M · 13K shares
$867.0M · 6K shares
$828.0M · 6K shares
$785.0M · 4K shares
$746.0M · 13K shares
$710.0M · 2K shares
$689.0M · 7K shares
$687.0M · 1K shares
$652.0M · 18K shares
$620.0M · 25K shares
$592.0M · 6K shares
$588.0M · 24K shares
$522.0M · 3K shares
$491.0M · 2K shares
$468.0M · 969 shares
$459.0M · 6K shares
$440.0M · 8K shares
$430.0M · 16K shares
$348.0M · 775 shares
$342.0M · 4K shares
$321.0M · 8K shares
$292.0M · 7K shares
$266.0M · 6K shares
$263.0M · 2K shares
$253.0M · 1K shares
$240.0M · 3K shares
$237.0M · 1K shares
$235.0M · 2K shares
$220.0M · 272 shares
$210.0M · 855 shares
$198.0M · 21K shares
$176.0M · 3K shares
$164.0M · 975 shares
$157.0M · 500 shares
$133.0M · 3K shares
$103.0M · 400 shares
$95.0M · 1K shares
$89.0M · 3K shares
$88.0M · 4K shares
$84.0M · 400 shares
$82.0M · 3K shares
$76.0M · 638 shares
$60.0M · 2K shares
$53.0M · 2K shares
$41.0M · 250 shares
$38.0M · 375 shares
$38.0M · 1K shares
$1.0M · 34 shares
$1.0M · 47 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 11 | $795.5B | 43.2% |
| Communication Services | 6 | $292.6B | 15.9% |
| Healthcare | 13 | $208.2B | 11.3% |
| Consumer Cyclical | 10 | $185.5B | 10.1% |
| Financial Services | 47 | $147.4B | 8.0% |
| Consumer Defensive | 7 | $104.0B | 5.6% |
| Unknown | 4 | $76.6B | 4.2% |
| Industrials | 8 | $17.7B | 1.0% |
| Real Estate | 3 | $6.6B | 0.4% |
| Energy | 2 | $4.5B | 0.2% |
| Utilities | 3 | $4.4B | 0.2% |
| Basic Materials | 1 | $235.0M | 0.0% |