The Analysis of MOGY JOEL R INVESTMENT COUNSEL INC's Holdings

Currently, MOGY JOEL R INVESTMENT COUNSEL INC holds 119 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in ABT (+2.4K shares, valued at $319.4K), MSCI (+463 shares, valued at $262.7K), SYK (+694 shares, valued at $256.6K); decreased their positions in ADBE (-20.9K shares, valued at $7.4M), ACN (-16.9K shares, valued at $4.2M), NVDA (-8.5K shares, valued at $1.6M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.4M shares-0.61%2025-09-302025-10-16

AAPL APPLE INC610.6K shares-0.69%2025-09-302025-10-16

MSFT MICROSOFT CORP286.8K shares-0.08%2025-09-302025-10-16

COST COSTCO WHSL CORP NEW98.8K shares0.17%2025-09-302025-10-16

GOOG ALPHABET INC340.0K shares-0.32%2025-09-302025-10-16

AMZN AMAZON COM INC347.8K shares0.06%2025-09-302025-10-16

GOOGL ALPHABET INC310.8K shares0.02%2025-09-302025-10-16

META META PLATFORMS INC96.5K shares-0.04%2025-09-302025-10-16

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL133.6K shares0.07%2025-09-302025-10-16

V VISA INC185.6K shares0.09%2025-09-302025-10-16

PANW PALO ALTO NETWORKS INC309.9K shares0.18%2025-09-302025-10-16

IDXX IDEXX LABS INC85.3K shares0.11%2025-09-302025-10-16

INTU INTUIT73.6K shares0.46%2025-09-302025-10-16

CRM SALESFORCE INC195.4K shares-1.33%2025-09-302025-10-16

HD HOME DEPOT INC107.4K shares0.15%2025-09-302025-10-16

ORCL ORACLE CORP131.8K shares-0.02%2025-09-302025-10-16

Sponsored

SYK STRYKER CORPORATION99.4K shares0.70%2025-09-302025-10-16

NFLX NETFLIX INC26.1K shares0.74%2025-09-302025-10-16

ISRG INTUITIVE SURGICAL INC68.4K shares-0.45%2025-09-302025-10-16

LLY ELI LILLY & CO39.6K shares0.20%2025-09-302025-10-16

ORLY OREILLY AUTOMOTIVE INC250.4K shares0.44%2025-09-302025-10-16

AZO AUTOZONE INC6.1K shares0.24%2025-09-302025-10-16

MA MASTERCARD INCORPORATED39.8K shares0.05%2025-09-302025-10-16

ACN ACCENTURE PLC IRELAND89.3K shares-15.89%2025-09-302025-10-16

Sponsored

ADBE ADOBE INC50.7K shares-29.23%2025-09-302025-10-16

BLK BLACKROCK INC15.3K shares-0.07%2025-09-302025-10-16

MSCI MSCI INC26.9K shares1.75%2025-09-302025-10-16

BKNG BOOKING HOLDINGS INC2.3K shares1.61%2025-09-302025-10-16

ABBV ABBVIE INC45.8K shares0.00%2025-09-302025-10-16

CSCO CISCO SYS INC143.1K shares-0.55%2025-09-302025-10-16

ABT ABBOTT LABS66.8K shares3.70%2025-09-302025-10-16

GWW GRAINGER W W INC9.1K shares-12.68%2025-09-302025-10-16

Sponsored

UNP UNION PAC CORP32.6K shares-0.31%2025-09-302025-10-16

BRK.A BERKSHIRE HATHAWAY INC DEL9 shares0.00%2025-09-302025-10-16

WMT WALMART INC62.6K shares-0.32%2025-09-302025-10-16

PG PROCTER AND GAMBLE CO38.1K shares-0.05%2025-09-302025-10-16

JNJ JOHNSON & JOHNSON31.5K shares0.00%2025-09-302025-10-16

SBUX STARBUCKS CORP63.0K shares-3.85%2025-09-302025-10-16

PEP PEPSICO INC30.7K shares0.00%2025-09-302025-10-16

MMC MARSH & MCLENNAN COS INC21.3K shares-3.29%2025-09-302025-10-16

Sponsored

IVV ISHARES TR5.2K shares0.00%2025-09-302025-10-16

BRO BROWN & BROWN INC36.7K shares-27.21%2025-09-302025-10-16

XOM EXXON MOBIL CORP29.9K shares0.00%2025-09-302025-10-16

EQIX EQUINIX INC4.0K shares-1.10%2025-09-302025-10-16

DIS DISNEY WALT CO24.9K shares0.00%2025-09-302025-10-16

PLD PROLOGIS INC.24.1K shares-1.03%2025-09-302025-10-16

MRK MERCK & CO INC29.6K shares0.00%2025-09-302025-10-16

NEE NEXTERA ENERGY INC29.8K shares0.00%2025-09-302025-10-16

Sponsored

SPY SPDR S&P 500 ETF TR3.2K shares-0.31%2025-09-302025-10-16

WSM WILLIAMS SONOMA INC10.1K shares0.00%2025-09-302025-10-16

AMGN AMGEN INC6.9K shares0.00%2025-09-302025-10-16

PM PHILIP MORRIS INTL INC12.0K shares0.00%2025-09-302025-10-16

WEC WEC ENERGY GROUP INC15.7K shares0.00%2025-09-302025-10-16

VUG VANGUARD INDEX FDS3.6K shares-0.41%2025-09-302025-10-16

MCD MCDONALDS CORP5.7K shares0.00%2025-09-302025-10-16

VTI VANGUARD INDEX FDS4.6K shares0.15%2025-09-302025-10-16

Sponsored

YUM YUM BRANDS INC9.7K shares0.00%2025-09-302025-10-16

VO VANGUARD INDEX FDS4.3K shares0.00%2025-09-302025-10-16

TROW PRICE T ROWE GROUP INC11.7K shares0.00%2025-09-302025-10-16

IJH ISHARES TR17.2K shares-2.55%2025-09-302025-10-16

VOO VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-10-16

KO COCA COLA CO16.1K shares0.00%2025-09-302025-10-16

QQQ INVESCO QQQ TR1.8K shares0.00%2025-09-302025-10-16

BSV VANGUARD BD INDEX FDS12.7K shares-1.17%2025-09-302025-10-16

Sponsored

JPM JPMORGAN CHASE & CO.3.1K shares-1.59%2025-09-302025-10-16

CVX CHEVRON CORP NEW5.7K shares0.00%2025-09-302025-10-16

BIIB BIOGEN INC6.3K shares0.00%2025-09-302025-10-16

MO ALTRIA GROUP INC12.9K shares0.00%2025-09-302025-10-16

BMY BRISTOL-MYERS SQUIBB CO18.9K shares0.00%2025-09-302025-10-16

VYM VANGUARD WHITEHALL FDS6.0K shares-0.42%2025-09-302025-10-16

VTV VANGUARD INDEX FDS4.3K shares-0.58%2025-09-302025-10-16

T AT&T INC25.0K shares-1.82%2025-09-302025-10-16

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.4K shares0.00%2025-09-302025-10-16

SCHW SCHWAB CHARLES CORP6.9K shares0.00%2025-09-302025-10-16

CSX CSX CORP18.0K shares0.00%2025-09-302025-10-16

PFE PFIZER INC23.6K shares0.00%2025-09-302025-10-16

ESGD ISHARES TR6.2K shares0.00%2025-09-302025-10-16

CAT CATERPILLAR INC1.2K shares0.00%2025-09-302025-10-16

LMT LOCKHEED MARTIN CORP1.1K shares0.00%2025-09-302025-10-16

SPG SIMON PPTY GROUP INC NEW2.8K shares0.00%2025-09-302025-10-16

Sponsored

MDLZ MONDELEZ INTL INC8.2K shares0.00%2025-09-302025-10-16

BIV VANGUARD BD INDEX FDS5.9K shares0.00%2025-09-302025-10-16

SCHB SCHWAB STRATEGIC TR16.4K shares0.00%2025-09-302025-10-16

FDX FEDEX CORP1.7K shares0.00%2025-09-302025-10-16

SO SOUTHERN CO3.9K shares0.00%2025-09-302025-10-16

VZ VERIZON COMMUNICATIONS INC7.9K shares-3.40%2025-09-302025-10-16

TSLA TESLA INC775 shares-8.82%2025-09-302025-10-16

DFAC DIMENSIONAL ETF TRUST7.4K shares0.00%2025-09-302025-10-16

Sponsored

HON HONEYWELL INTL INC1.3K shares0.00%2025-09-302025-10-16

ESGE ISHARES INC6.0K shares0.00%2025-09-302025-10-16

URI UNITED RENTALS INC272 shares0.00%2025-09-302025-10-16

XLK SELECT SECTOR SPDR TR916 shares0.00%2025-09-302025-10-16

K KELLANOVA3.0K shares0.00%2025-09-302025-10-16

PPG PPG INDS INC2.3K shares0.00%2025-09-302025-10-16

RSP INVESCO EXCHANGE TRADED FD T1.2K shares0.00%2025-09-302025-10-16

MMM 3M CO1.4K shares0.00%2025-09-302025-10-16

Sponsored

IWM ISHARES TR855 shares0.00%2025-09-302025-10-16

PRTA PROTHENA CORP PLC20.8K shares0.00%2025-09-302025-10-16

XVV ISHARES TR3.4K shares0.00%2025-09-302025-10-16

VV VANGUARD INDEX FDS500 shares0.00%2025-09-302025-10-16

IBB ISHARES TR975 shares0.00%2025-09-302025-10-16

XJH ISHARES TR3.0K shares0.00%2025-09-302025-10-16

VB VANGUARD INDEX FDS400 shares0.00%2025-09-302025-10-16

DMXF ISHARES TR1.3K shares0.00%2025-09-302025-10-16

Sponsored

SCHA SCHWAB STRATEGIC TR3.1K shares-7.97%2025-09-302025-10-16

SCHF SCHWAB STRATEGIC TR3.7K shares-8.21%2025-09-302025-10-16

VBR VANGUARD INDEX FDS400 shares0.00%2025-09-302025-10-16

SCHD SCHWAB STRATEGIC TR3.0K shares0.00%2025-09-302025-10-16

IJR ISHARES TR638 shares0.00%2025-09-302025-10-16

SCHG SCHWAB STRATEGIC TR1.8K shares-2.58%2025-09-302025-10-16

FNDX SCHWAB STRATEGIC TR2.2K shares-6.92%2025-09-302025-10-16

IUSG ISHARES TR250 shares0.00%2025-09-302025-10-16

Sponsored

SCHX SCHWAB STRATEGIC TR1.4K shares-25.68%2025-09-302025-10-16

IUSV ISHARES TR375 shares0.00%2025-09-302025-10-16

FNDF SCHWAB STRATEGIC TR654 shares-21.11%2025-09-302025-10-16

PRFZ INVESCO EXCHANGE TRADED FD T485 shares0.00%2025-09-302025-10-16

FNDC SCHWAB STRATEGIC TR281 shares-22.59%2025-09-302025-10-16

SCHC SCHWAB STRATEGIC TR223 shares-26.40%2025-09-302025-10-16

FNDE SCHWAB STRATEGIC TR47 shares-91.01%2025-09-302025-10-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available