MOGY JOEL R INVESTMENT COUNSEL INC 13F Holdings

CIK 0001126735 · Beverly Hills, CA

As of Sep 30, 2025, MOGY JOEL R INVESTMENT COUNSEL INC reported 119 positions worth .8B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology1,379,114$257.3M14.10%
APPLE INCAAPLTechnology610,633 55.5M8.52%
MICROSOFT CORPMSFTTechnology286,835 48.6M8.14%
COSTCO WHOLESALE CORPCOSTConsumer Defensive98,776$91.4M5.01%
ALPHABET INCGOOGEquity339,999$82.8M4.54%
AMAZON.COM INCAMZNEquity347,821$76.4M4.18%
ALPHABET INCGOOGLEquity310,848$75.6M4.14%
META PLATFORMS INCMETACommunication Services96,469$70.8M3.88%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services133,634$67.2M3.68%
VISA INC-CLASS A SHARESVFinancial Services185,570$63.3M3.47%
PALO ALTO NETWORKS INCPANWTechnology309,861$63.1M3.46%
IDEXX LABORATORIES INCIDXXHealthcare85,273$54.5M2.98%
INTUIT INCINTUTechnology73,566$50.2M2.75%
SALESFORCE INCCRMTechnology195,363$46.3M2.54%
HOME DEPOT INCHDConsumer Cyclical107,437$43.5M2.39%
ORACLE CORPORCLTechnology131,844$37.1M2.03%
STRYKER CORPSYKHealthcare99,382$36.7M2.01%
NETFLIX INCNFLXCommunication Services26,144$31.3M1.72%
INTUITIVE SURGICAL INCISRGHealthcare68,370$30.6M1.68%
ELI LILLY & COLLYHealthcare39,606$30.2M1.66%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical250,360$27.0M1.48%
AUTOZONE INCAZOConsumer Cyclical6,144$26.4M1.44%
MASTERCARD INCMAFinancial Services39,762$22.6M1.24%
ACCENTURE PLCACNTechnology89,309$22.0M1.21%
ADOBE INCADBETechnology50,664 7.9M0.98%