Joel R. Mogy

@Mogy Joel R Investment Counsel Inc

Latest period2024 - Q4

Reported1d ago

Managed Assets$1.683B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity Exited	0%	$14.393M 15,158 shares@ $949.52 avg price	Exited
URIUnited Rentals Inc Recent Activity Exited	0%	$253,027 312 shares@ $810.99 avg price	Exited
HSYHershey Co Recent Activity Exited	0%	$217,287 1,133 shares@ $191.79 avg price	Exited
CMCSAComcast Corp New Recent Activity Exited	0%	$212,860 5,096 shares@ $41.78 avg price	Exited
XLESelect Sector Spdr Tr Recent Activity Exited	0%	$84,639 964 shares@ $87.8 avg price	Exited
XLVSelect Sector Spdr Tr Recent Activity Exited	0%	$75,470 490 shares@ $154.03 avg price	Exited