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CIK: 0001126735
Total reported value
$1.7B
$1.7B
121 檔
28.6%
During the Q1 2024 filing period, Mogy Joel R Investment Counsel Inc (CIK: 0001126735) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 121 reported positions.
During Q1 2024, Mogy Joel R Investment Counsel Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.80% | +0.67% | +13.44% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.46% | -0.50% | -2.72% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.44% | +0.37% | -2.40% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 5.03% | -0.87% | -1.70% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.17% | +0.20% | -0.73% | |
| 6 | CRM | Salesforce Inc | Stock-Tech | 3.95% | -0.60% | -1.04% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.91% | -0.19% | -1.27% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.66% | +0.73% | -1.57% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.50% | +0.13% | -0.64% | |
| 10 | INTU | Intuit Inc | Stock-Tech | 3.13% | -0.95% | -1.36% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.12% | +0.75% | -0.34% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.11% | -0.35% | -1.19% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.83% | +2.92% | +1.01% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.81% | -0.02% | -2.78% | |
| 15 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.72% | -0.43% | +5.12% | |
| 16 | ACN | Accenture plc | Stock-Tech | 2.29% | -0.42% | +1.11% | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 2.25% | -0.26% | +0.03% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 2.09% | -0.25% | +6.60% | |
| 19 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.97% | +0.01% | -6.15% | |
| 20 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.79% | -0.42% | -0.07% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.68% | -0.06% | +3.55% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.64% | +0.44% | +14.02% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.55% | — | +14.71% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.44% | -0.02% | -0.19% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.25% | -0.08% | +1.21% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 1.22% | -0.13% | -9.90% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 0.97% | +0.02% | +0.02% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.96% | — | +5.99% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.89% | -0.50% | +3.97% | |
| 30 | BLKCHF | Blackrock Inc | Stock-Other | 0.83% | — | +1.76% | |
| 31 | PLD | Prologis Inc | Stock-Real Estate | 0.67% | -0.01% | -0.09% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | +0.01% | -0.38% | |
| 33 | EQIX | Equinix Inc | Stock-Real Estate | 0.63% | — | -3.12% | |
| 34 | MSCI | Msci Inc | Stock-Financials | 0.62% | -0.05% | +40.40% | |
| 35 | AZO | Autozone Inc | Stock-Consumer Disc | 0.57% | -0.19% | +36.26% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.54% | +0.25% | -8.34% | |
| 37 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.54% | -0.12% | +36.15% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.02% | -31.87% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.09% | -4.66% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.39% | -0.01% | — | |
| 41 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.35% | -0.04% | +36.85% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.27% | — | +0.66% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.08% | +196.00% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.09% | — | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.22% | -0.01% | -0.01% | |
| 46 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.21% | — | -73.38% | |
| 47 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.21% | — | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | +0.01% | +5.74% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.18% | -0.02% | -50.00% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.14% | -0.02% | — |
According to official SEC Form 13F filings, Mogy Joel R Investment Counsel Inc reported a total U.S. public equity portfolio value of $1.7B across 121 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 28.6% of total reported equity market value during Q1 2024.
During Q1 2024, Mogy Joel R Investment Counsel Inc's top holdings by market value included NVDA (8.8%)、MSFT (8.5%)、AAPL (7.4%). The largest single position, NVDA, represented 8.8% of total portfolio value.
In Q1 2024, Mogy Joel R Investment Counsel Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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