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Joel R. Mogy

@Mogy Joel R Investment Counsel Inc

Latest period2024 - Q4ReportedManaged Assets$1.683BTotal holdings110
Assets growth rate3.08%Assets growth rate (2-Q avg)3.26%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mogy Joel R Investment Counsel Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Mogy Joel R Investment Counsel Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.683B in assets, with a quarterly growth rate of 3.08% and a 2-quarter average growth rate of 3.26%. The portfolio is managed by Joel R. Mogy, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
New Position
0.93%
$15.616M
15,233 shares@ $1025.12 avg price
DFIVDimensional Etf Trust
Recent Activity
New Position
0.01%
$92,000
2,593 shares@ $35.49 avg price
DISVDimensional Etf Trust
Recent Activity
New Position
0.01%
$19,848
747 shares@ $26.58 avg price