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Joel R. Mogy

Mogy Joel R Investment Counsel Inc

Assets Managed
$1.745B
Holdings
121
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
9.27%(2Q avg: -2.04%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mogy Joel R Investment Counsel Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 121 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.745B in assets, with a quarterly growth rate of 9.27% and a 2-quarter average growth rate of -2.04%. The portfolio is managed by Joel R. Mogy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.17%
14.67%
$255.923M
1.279M shares@ $200.1 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.33%
9.8%
$170.908M
590,640 shares@ $289.36 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.29%
6.63%
$115.587M
327,135 shares@ $353.33 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.21%
6.26%
$109.175M
305,497 shares@ $357.37 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.19%
6.12%
$106.8M
286,312 shares@ $373.03 avg price
PANW
Palo Alto Networks Inc
Recent Activity
Decreased -0.24%
6.02%
$105.041M
308,019 shares@ $341.02 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.23%
5.24%
$91.298M
97,596 shares@ $935.48 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.19%
4.71%
$82.193M
344,856 shares@ $238.34 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.45%
3.73%
$65.036M
129,970 shares@ $500.39 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -0.13%
3.64%
$63.404M
184,802 shares@ $343.09 avg price

1-10 of 121