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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
MCDMcdonalds Corp
Recent Activity
Decreased -1.43%
0.11%
$1.737M
5,993 shares@ $289.88 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -4.74%
0.09%
$1.426M
4,922 shares@ $289.82 avg price
MDLZMondelez Intl Inc
Recent Activity
Decreased -4.95%
0.08%
$1.203M
20,140 shares@ $59.73 avg price
IJHIshares Tr
Recent Activity
Decreased -1.79%
0.07%
$1.167M
18,727 shares@ $62.31 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.61%
0.05%
$826,184
4,880 shares@ $169.3 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.65%
0.05%
$771,920
6,050 shares@ $127.6 avg price
CATCaterpillar Inc
Recent Activity
Decreased -7.97%
0.03%
$435,312
1,200 shares@ $362.76 avg price
VBVanguard Index Fds
Recent Activity
Decreased -11.42%
0.02%
$186,217
775 shares@ $240.28 avg price