MOGY JOEL R INVESTMENT COUNSEL INC

Est. AUM

$1.56B

13F long equity, this entity only

Positions

111

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$223.5M	1281293	14.28%	SOLE
2	APPLE INC	COM	$150.4M	592645	9.61%	SOLE
3	MICROSOFT CORP	COM	$105.8M	285774	6.76%	SOLE
4	COSTCO WHOLESALE CORPORATION	COM	$97.5M	97829	6.23%	SOLE
5	ALPHABET INC	CAP STK CL C	$94.1M	328099	6.01%	SOLE
6	ALPHABET INC	CAP STK CL A	$88.0M	306149	5.63%	SOLE
7	AMAZON COM INC	COM	$72.0M	345544	4.60%	SOLE
8	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$62.6M	130565	4.00%	SOLE
9	VISA INC	COM CL A	$55.9M	185051	3.57%	SOLE
10	META PLATFORMS INC	CL A	$54.7M	95687	3.50%	SOLE
11	PALO ALTO NETWORKS INC	COM	$49.5M	308786	3.16%	SOLE
12	IDEXX LABS INC	COM	$48.0M	85492	3.07%	SOLE
13	ELI LILLY & CO	COM	$36.4M	39600	2.33%	SOLE
14	SALESFORCE INC	COM	$36.2M	194091	2.32%	SOLE
15	STRYKER CORPORATION	COM	$32.8M	99955	2.10%	SOLE
16	INTUIT	COM	$29.6M	68359	1.89%	SOLE
17	NETFLIX INC.	COM	$25.5M	264718	1.63%	SOLE
18	OREILLY AUTOMOTIVE INC	COM	$23.7M	256250	1.51%	SOLE
19	AUTOZONE INC	COM	$21.2M	6267	1.35%	SOLE
20	MASTERCARD INCORPORATED	CL A	$19.7M	39485	1.26%	SOLE
21	ORACLE CORP	COM	$18.8M	127874	1.20%	SOLE
22	ACCENTURE PLC IRELAND	SHS CLASS A	$15.2M	76783	0.97%	SOLE
23	BLACKROCK INC	COM	$14.8M	15406	0.95%	SOLE
24	MSCI INC	COM	$14.5M	26859	0.93%	SOLE
25	HOME DEPOT INC	COM	$13.1M	39928	0.84%	SOLE
26	CISCO SYS INC	COM	$10.5M	135231	0.67%	SOLE
27	BOOKING HOLDINGS INC	COM	$10.0M	2378	0.64%	SOLE
28	ABBVIE INC	COM	$9.4M	43044	0.60%	SOLE
29	WW GRAINGER INC	COM	$8.3M	7563	0.53%	SOLE
30	ADOBE INC	COM	$7.8M	32191	0.50%	SOLE
31	UNION PAC CORP	COM	$7.6M	31238	0.48%	SOLE
32	JOHNSON & JOHNSON	COM	$7.6M	30930	0.48%	SOLE
33	WALMART INC	COM	$7.6M	60785	0.48%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL A	$6.5M	9	0.41%	SOLE
35	ABBOTT LABORATORIES	COM	$6.0M	58474	0.38%	SOLE
36	EXXON MOBIL CORP	COM	$5.1M	29918	0.32%	SOLE
37	PROCTER & GAMBLE CO	COM	$5.0M	34786	0.32%	SOLE
38	STARBUCKS CORP	COM	$4.7M	53011	0.30%	SOLE
39	PEPSICO INC	COM	$4.7M	30501	0.30%	SOLE
40	ISHARES TR	CORE S&P500 ETF	$3.4M	5229	0.22%	SOLE
41	MERCK & CO INC	COM	$3.2M	26683	0.21%	SOLE
42	NEXTERA ENERGY INC	COM	$2.8M	29773	0.18%	SOLE
43	PROLOGIS INC.	COM	$2.5M	18804	0.16%	SOLE
44	DISNEY WALT CO	COM	$2.4M	24750	0.15%	SOLE
45	AMGEN INC	COM	$2.2M	6373	0.14%	SOLE
46	EQUINIX INC	COM	$2.1M	2148	0.13%	SOLE
47	PHILIP MORRIS INTL INC	COM	$2.0M	11975	0.13%	SOLE
48	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.0M	3273	0.12%	SOLE
49	VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	5909	0.12%	SOLE
50	VANGUARD INDEX FDS	GROWTH ETF	$1.9M	4333	0.12%	SOLE

1–50 of 111

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.