Mogy Joel R Investment Counsel
$1.6B Assets Reported
116 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 1,281,293 | $223M | 14.0% |
| AAPL | APPLE INC | 592,645 | $150M | 9.4% |
| MSFT | MICROSOFT CORP | 285,774 | $106M | 6.6% |
| COST | COSTCO WHOLESALE CORPORATION | 97,829 | $97M | 6.1% |
| GOOG | ALPHABET INC | 328,099 | $94M | 5.9% |
| GOOGL | ALPHABET INC | 306,149 | $88M | 5.5% |
| AMZN | AMAZON COM INC | 345,544 | $72M | 4.5% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 130,565 | $63M | 3.9% |
| V | VISA INC | 185,051 | $56M | 3.5% |
| META | META PLATFORMS INC | 95,687 | $55M | 3.4% |
Track Mogy Joel R Investment Counsel's 13F portfolio: $1.6B in reported holdings, 116 positions. Top holdings, AUM, and quarterly changes on SentiSense.