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


Currently, MOGY JOEL R INVESTMENT COUNSEL INC holds 114 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in N/A (+1.5K shares, valued at $886.2K), VTI (+1.3K shares, valued at $426.7K), VUG (+798 shares, valued at $348.6K); decreased their positions in HD (-67.1K shares, valued at $22.1M), NVDA (-65.9K shares, valued at $11.5M), ADBE (-26.7K shares, valued at $6.5M); initiated new positions in VIG (+1.1K shares, valued at $227.1K).


1M P&L
+74.5M+5.29%
3M P&L
+92.3M+6.64%
HY P&L
+19.0M+1.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors223.5M
17.0%
2Software - Infrastructure174.1M
13.2%
3Consumer Electronics150.4M
11.4%

Top Industries by Stock Count

1N/A37 stocks
35.6%
2Drug Manufacturers - General7 stocks
6.7%
3Software - Application3 stocks
2.9%
Stock Holdings
NVDA
NVIDIA CORPORATION
-4.89%
Shares1.3M
Event2026-03-31
Filed2026-04-15
AAPL
APPLE INC
-1.81%
Shares592.6K
Event2026-03-31
Filed2026-04-15
MSFT
MICROSOFT CORP
-0.37%
Shares285.8K
Event2026-03-31
Filed2026-04-15
COST
COSTCO WHOLESALE CORPORATION
-0.77%
Shares97.8K
Event2026-03-31
Filed2026-04-15
ALPHABET INC
ALPHABET INC
-1.39%
Shares328.1K
Event2026-03-31
Filed2026-04-15
ALPHABET INC
ALPHABET INC
-0.45%
Shares306.1K
Event2026-03-31
Filed2026-04-15
AMZN
AMAZON COM INC
-0.91%
Shares345.5K
Event2026-03-31
Filed2026-04-15
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-1.68%
Shares130.6K
Event2026-03-31
Filed2026-04-15
V
VISA INC
-0.35%
Shares185.1K
Event2026-03-31
Filed2026-04-15
META
META PLATFORMS INC
-0.96%
Shares95.7K
Event2026-03-31
Filed2026-04-15
PANW
PALO ALTO NETWORKS INC
-0.61%
Shares308.8K
Event2026-03-31
Filed2026-04-15
IDXX
IDEXX LABS INC
-0.06%
Shares85.5K
Event2026-03-31
Filed2026-04-15
LLY
ELI LILLY & CO
0.12%
Shares39.6K
Event2026-03-31
Filed2026-04-15
CRM
SALESFORCE INC
-0.90%
Shares194.1K
Event2026-03-31
Filed2026-04-15
SYK
STRYKER CORPORATION
-0.48%
Shares100.0K
Event2026-03-31
Filed2026-04-15
ISRG
INTUITIVE SURGICAL INC
0.53%
Shares69.4K
Event2026-03-31
Filed2026-04-15
INTU
INTUIT
-7.03%
Shares68.4K
Event2026-03-31
Filed2026-04-15
NFLX
NETFLIX INC.
0.31%
Shares264.7K
Event2026-03-31
Filed2026-04-15
ORLY
OREILLY AUTOMOTIVE INC
0.20%
Shares256.3K
Event2026-03-31
Filed2026-04-15
AZO
AUTOZONE INC
0.06%
Shares6.3K
Event2026-03-31
Filed2026-04-15
MA
MASTERCARD INCORPORATED
-0.53%
Shares39.5K
Event2026-03-31
Filed2026-04-15
ORCL
ORACLE CORP
-1.82%
Shares127.9K
Event2026-03-31
Filed2026-04-15
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-21.05%
Shares76.8K
Event2026-03-31
Filed2026-04-15
BLACKROCK INC
BLACKROCK INC
0.32%
Shares15.4K
Event2026-03-31
Filed2026-04-15
MSCI
MSCI INC
-0.42%
Shares26.9K
Event2026-03-31
Filed2026-04-15
HD
HOME DEPOT INC
-62.70%
Shares39.9K
Event2026-03-31
Filed2026-04-15
CSCO
CISCO SYS INC
-4.35%
Shares135.2K
Event2026-03-31
Filed2026-04-15
BKNG
BOOKING HOLDINGS INC
-2.10%
Shares2.4K
Event2026-03-31
Filed2026-04-15
ABBV
ABBVIE INC
-5.51%
Shares43.0K
Event2026-03-31
Filed2026-04-15
GWW
WW GRAINGER INC
2.00%
Shares7.6K
Event2026-03-31
Filed2026-04-15
ADBE
ADOBE INC
-45.29%
Shares32.2K
Event2026-03-31
Filed2026-04-15
UNP
UNION PAC CORP
-2.91%
Shares31.2K
Event2026-03-31
Filed2026-04-15
JNJ
JOHNSON & JOHNSON
-1.90%
Shares30.9K
Event2026-03-31
Filed2026-04-15
WMT
WALMART INC
-3.76%
Shares60.8K
Event2026-03-31
Filed2026-04-15
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares9
Event2026-03-31
Filed2026-04-15
ABT
ABBOTT LABORATORIES
-12.32%
Shares58.5K
Event2026-03-31
Filed2026-04-15
XOM
EXXON MOBIL CORP
0.00%
Shares29.9K
Event2026-03-31
Filed2026-04-15
PG
PROCTER & GAMBLE CO
-8.70%
Shares34.8K
Event2026-03-31
Filed2026-04-15
SBUX
STARBUCKS CORP
-15.13%
Shares53.0K
Event2026-03-31
Filed2026-04-15
PEP
PEPSICO INC
-0.49%
Shares30.5K
Event2026-03-31
Filed2026-04-15
IVV
ISHARES TR
0.00%
Shares5.2K
Event2026-03-31
Filed2026-04-15
MERCK & CO INC
MERCK & CO INC
-6.73%
Shares26.7K
Event2026-03-31
Filed2026-04-15
NEE
NEXTERA ENERGY INC
0.00%
Shares29.8K
Event2026-03-31
Filed2026-04-15
PLD
PROLOGIS INC.
-20.00%
Shares18.8K
Event2026-03-31
Filed2026-04-15
DIS
DISNEY WALT CO
0.00%
Shares24.8K
Event2026-03-31
Filed2026-04-15
AMGN
AMGEN INC
-7.94%
Shares6.4K
Event2026-03-31
Filed2026-04-15
EQIX
EQUINIX INC
-46.00%
Shares2.1K
Event2026-03-31
Filed2026-04-15
PM
PHILIP MORRIS INTL INC
0.00%
Shares12.0K
Event2026-03-31
Filed2026-04-15
VANGUARD INDEX FDS
VANGUARD INDEX FDS
82.85%
Shares3.3K
Event2026-03-31
Filed2026-04-15
VTI
VANGUARD INDEX FDS
29.05%
Shares5.9K
Event2026-03-31
Filed2026-04-15
VUG
VANGUARD INDEX FDS
22.57%
Shares4.3K
Event2026-03-31
Filed2026-04-15
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
0.00%
Shares15.7K
Event2026-03-31
Filed2026-04-15
SPY
STATE STR SPDR S&P 500 ETF T
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-15
WSM
WILLIAMS SONOMA INC
-2.49%
Shares9.8K
Event2026-03-31
Filed2026-04-15
MCD
MCDONALDS CORP
-1.76%
Shares5.6K
Event2026-03-31
Filed2026-04-15
MMC
MARSH & MCLENNAN COS INC
-44.86%
Shares8.0K
Event2026-03-31
Filed2026-04-15
VO
VANGUARD INDEX FDS
11.03%
Shares4.8K
Event2026-03-31
Filed2026-04-15
CVX
CHEVRON CORPORATION
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-15
BIIB
BIOGEN INC
0.00%
Shares6.3K
Event2026-03-31
Filed2026-04-15
INVESCO QQQ TR
INVESCO QQQ TR
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-15
YUM
YUM BRANDS INC
-32.02%
Shares6.6K
Event2026-03-31
Filed2026-04-15
TROW
PRICE T ROWE GROUP INC
-2.44%
Shares11.2K
Event2026-03-31
Filed2026-04-15
KO
COCA COLA CO
0.00%
Shares12.7K
Event2026-03-31
Filed2026-04-15
BMY
BRISTOL-MYERS SQUIBB CO
-16.63%
Shares15.8K
Event2026-03-31
Filed2026-04-15
JPM
JPMORGAN CHASE & CO
-2.41%
Shares3.0K
Event2026-03-31
Filed2026-04-15
MO
ALTRIA GROUP INC
0.00%
Shares12.9K
Event2026-03-31
Filed2026-04-15
VYM
VANGUARD WHITEHALL FDS
-1.73%
Shares5.7K
Event2026-03-31
Filed2026-04-15
VTV
VANGUARD INDEX FDS
-1.82%
Shares4.0K
Event2026-03-31
Filed2026-04-15
IJH
ISHARES TR
-32.89%
Shares11.6K
Event2026-03-31
Filed2026-04-15
BSV
VANGUARD BD INDEX FDS
-23.75%
Shares9.9K
Event2026-03-31
Filed2026-04-15
CAT
CATERPILLAR INC
-12.50%
Shares1.1K
Event2026-03-31
Filed2026-04-15
CSX
CSX CORP
0.00%
Shares18.0K
Event2026-03-31
Filed2026-04-15
T
AT&T INC
0.00%
Shares25.0K
Event2026-03-31
Filed2026-04-15
PFE
PFIZER INC
0.00%
Shares23.6K
Event2026-03-31
Filed2026-04-15
SCHW
SCHWAB CHARLES CORP
0.00%
Shares6.9K
Event2026-03-31
Filed2026-04-15
FDX
FEDEX CORP
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-15
ESGD
ISHARES TR
0.00%
Shares6.2K
Event2026-03-31
Filed2026-04-15
LMT
LOCKHEED MARTIN CORP
0.00%
Shares969
Event2026-03-31
Filed2026-04-15
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-15
MDLZ
MONDELEZ INTL INC
0.00%
Shares8.2K
Event2026-03-31
Filed2026-04-15
SPG
SIMON PPTY GROUP INC NEW
-17.70%
Shares2.3K
Event2026-03-31
Filed2026-04-15
BIV
VANGUARD BD INDEX FDS
-5.93%
Shares5.5K
Event2026-03-31
Filed2026-04-15
SCHB
SCHWAB STRATEGIC TR
0.00%
Shares16.4K
Event2026-03-31
Filed2026-04-15
VZ
VERIZON COMMUNICATIONS INC
0.00%
Shares7.9K
Event2026-03-31
Filed2026-04-15
SO
SOUTHERN CO
-13.55%
Shares3.4K
Event2026-03-31
Filed2026-04-15
HON
HONEYWELL INTL INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-15
ESGE
ISHARES INC
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-15
TSLA
TESLA INC
-5.16%
Shares735
Event2026-03-31
Filed2026-04-15
DFAC
DIMENSIONAL ETF TRUST
-8.67%
Shares6.7K
Event2026-03-31
Filed2026-04-15
PPG
PPG INDS INC
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-15
XLK
SELECT SECTOR SPDR TR
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-15
EFA
ISHARES TR
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-15
VIG
VANGUARD SPECIALIZED FUNDS
New
Shares1.1K
Event2026-03-31
Filed2026-04-15
IWM
ISHARES TR
0.00%
Shares855
Event2026-03-31
Filed2026-04-15
PRTA
PROTHENA CORP PLC
0.00%
Shares20.8K
Event2026-03-31
Filed2026-04-15
XVV
ISHARES TR
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-15
IBB
ISHARES TR
0.00%
Shares975
Event2026-03-31
Filed2026-04-15
VV
VANGUARD INDEX FDS
0.00%
Shares500
Event2026-03-31
Filed2026-04-15
XJH
ISHARES TR
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-15
VB
VANGUARD INDEX FDS
0.00%
Shares400
Event2026-03-31
Filed2026-04-15
DMXF
ISHARES TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-15
SCHD
SCHWAB STRATEGIC TR
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-15
SCHF
SCHWAB STRATEGIC TR
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-15
SCHA
SCHWAB STRATEGIC TR
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-15
VBR
VANGUARD INDEX FDS
0.00%
Shares400
Event2026-03-31
Filed2026-04-15
FNDX
SCHWAB STRATEGIC TR
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-15
SCHG
SCHWAB STRATEGIC TR
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-15
IJR
ISHARES TR
-50.94%
Shares313
Event2026-03-31
Filed2026-04-15
IUSG
ISHARES TR
0.00%
Shares250
Event2026-03-31
Filed2026-04-15
IUSV
ISHARES TR
0.00%
Shares375
Event2026-03-31
Filed2026-04-15
SCHX
SCHWAB STRATEGIC TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-15
FNDE
SCHWAB STRATEGIC TR
0.00%
Shares47
Event2026-03-31
Filed2026-04-15
FNDF
SCHWAB STRATEGIC TR
0.00%
Shares34
Event2026-03-31
Filed2026-04-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
MOGY JOEL R INVESTMENT COUNSEL INC Institutional Holdings, Portfolio & P&L β€” TradeFomo