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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
METAMeta Platforms Inc
Recent Activity
Increased 0.15%
3.36%
$56.489M
96,479 shares@ $585.51 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 100.63%
3.3%
$55.43M
304,630 shares@ $181.97 avg price
INTUIntuit
Recent Activity
Increased 0.58%
2.69%
$45.243M
71,986 shares@ $628.51 avg price
HDHome Depot Inc
Recent Activity
Increased 0.66%
2.46%
$41.306M
106,187 shares@ $389.0 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 1.58%
2.16%
$36.331M
103,276 shares@ $351.8 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 1.22%
2.08%
$34.922M
66,906 shares@ $521.97 avg price
SYKStryker Corporation
Recent Activity
Increased 0.8%
2.04%
$34.204M
94,998 shares@ $360.05 avg price
IDXXIdexx Labs Inc
Recent Activity
Increased 1.29%
1.95%
$32.796M
79,324 shares@ $413.45 avg price
ADBEAdobe Inc
Recent Activity
Increased 1.04%
1.74%
$29.188M
65,638 shares@ $444.69 avg price
LLYEli Lilly & Co
Recent Activity
Increased 1.73%
1.61%
$27.026M
35,008 shares@ $772.0 avg price