Mogy Joel R Investment Counsel
$1.7B 13F equity value
122 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mogy Joel R Investment Counsel covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 1,279,041 | $256M | 14.7% |
| AAPL | APPLE INC | 590,640 | $171M | 9.8% |
| GOOG | ALPHABET INC | 327,135 | $116M | 6.6% |
| GOOGL | ALPHABET INC | 305,497 | $109M | 6.3% |
| MSFT | MICROSOFT CORP | 286,312 | $107M | 6.1% |
| PANW | PALO ALTO NETWORKS INC | 308,019 | $105M | 6.0% |
| COST | COSTCO WHOLESALE CORPORATION | 97,596 | $91M | 5.2% |
| AMZN | AMAZON COM INC | 344,856 | $82M | 4.7% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 129,970 | $65M | 3.7% |
| V | VISA INC | 184,802 | $63M | 3.6% |
Track Mogy Joel R Investment Counsel's 13F portfolio: $1.7B in reported holdings, 122 positions. Top holdings and quarterly changes on SentiSense.
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