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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
ABBVAbbvie Inc
Recent Activity
Increased 0.07%
0.56%
$9.31M
52,393 shares@ $177.7 avg price
GWWGrainger W W Inc
Recent Activity
Increased 155.6%
0.26%
$4.284M
4,064 shares@ $1054.05 avg price
IVVIshares Tr
Recent Activity
Increased 0.39%
0.19%
$3.078M
5,229 shares@ $588.69 avg price
DISDisney Walt Co
Recent Activity
Increased 0.13%
0.17%
$2.848M
25,581 shares@ $111.35 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Increased 36.73%
0.13%
$2.105M
9,910 shares@ $212.41 avg price
BROBrown & Brown Inc
Recent Activity
Increased 324.32%
0.12%
$1.967M
19,285 shares@ $102.03 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 1.95%
0.07%
$1.012M
13,100 shares@ $77.27 avg price
IUSGIshares Tr
Recent Activity
Increased 316.67%
0.01%
$34,838
250 shares@ $139.36 avg price
IUSVIshares Tr
Recent Activity
Increased 278.79%
0.01%
$34,721
375 shares@ $92.59 avg price