Institutional Manager · CIK 0001126735
MOGY JOEL R INVESTMENT COUNSEL INC
BEVERLY HILLS, CA · File #028-05915
Latest AUM
$1.84B
Positions
115
Top-10 Concentration
61.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025115 pos · $1.84B
- 13F HOLDINGS REPORTQ/E Sep 2025119 pos · $1.83B
- 13F HOLDINGS REPORTQ/E Jun 2025127 pos · $1.73B
- 13F HOLDINGS REPORTQ/E Mar 2025105 pos · $1.55B
- 13F HOLDINGS REPORTQ/E Dec 2024110 pos · $1.68B
- 13F HOLDINGS REPORTQ/E Sep 2024113 pos · $1.63B
- 13F HOLDINGS REPORTQ/E Jun 2024107 pos · $1.58B
- 13F HOLDINGS REPORTQ/E Mar 2024121 pos · $1.47B
- 13F HOLDINGS REPORTQ/E Dec 2023105 pos · $1.19B
- 13F HOLDINGS REPORTQ/E Sep 2023115 pos · $1.26B
- 13F HOLDINGS REPORTQ/E Jun 2023119 pos · $1.13B
- 13F HOLDINGS REPORTQ/E Mar 2023107 pos · $999.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,347,145 | $251.2M | 13.92% |
| 2 | APPLE INC | AAPL | 603,545 | $164.1M | 9.09% |
| 3 | MICROSOFT CORP | MSFT | 286,827 | $138.7M | 7.68% |
| 4 | ALPHABET INC | GOOG | 332,712 | $104.4M | 5.78% |
| 5 | ALPHABET INC | GOOG | 307,523 | $96.3M | 5.33% |
| 6 | COSTCO WHSL CORP NEW | 22160K105 | 98,589 | $85.0M | 4.71% |
| 7 | AMAZON COM INC | AMZN | 348,724 | $80.5M | 4.46% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 132,795 | $66.7M | 3.70% |
| 9 | VISA INC | V | 185,708 | $65.1M | 3.61% |
| 10 | META PLATFORMS INC | META | 96,610 | $63.8M | 3.53% |
| 11 | IDEXX LABS INC | 45168D104 | 85,545 | $57.9M | 3.21% |
| 12 | PALO ALTO NETWORKS INC | PANW | 310,679 | $57.2M | 3.17% |
| 13 | SALESFORCE INC | CRM | 195,846 | $51.9M | 2.87% |
| 14 | INTUIT | INTU | 73,531 | $48.7M | 2.70% |
| 15 | ELI LILLY & CO | LLY | 39,552 | $42.5M | 2.35% |
| 16 | INTUITIVE SURGICAL INC | ISRG | 69,012 | $39.1M | 2.17% |
| 17 | HOME DEPOT INC | HD | 107,049 | $36.8M | 2.04% |
| 18 | STRYKER CORPORATION | SYK | 100,436 | $35.3M | 1.96% |
| 19 | ACCENTURE PLC IRELAND | ACN | 97,256 | $26.1M | 1.45% |
| 20 | ORACLE CORP | ORCL-PD | 130,249 | $25.4M | 1.41% |