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CIK: 0001126735
Total reported value
$1.7B
$1.7B
110 檔
36.9%
During the Q4 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 110 reported positions.
During Q4 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 | 11.47% | +0.67% | -0.25% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.42% | +0.37% | -0.75% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.34% | -0.50% | -0.14% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 5.51% | -0.87% | -0.07% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.50% | +0.20% | +0.10% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.95% | +0.73% | -0.25% | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 3.91% | -0.60% | +0.03% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.65% | -0.19% | -0.67% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.49% | +0.13% | +0.11% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.44% | +0.75% | +0.15% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.36% | -0.35% | +0.15% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.29% | +2.92% | +100.62% | |
| 13 | INTU | Intuit Inc | Stock-Tech | 2.69% | -0.95% | +0.58% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.46% | -0.02% | +0.65% | |
| 15 | ACN | Accenture plc | Stock-Tech | 2.16% | -0.42% | +1.57% | |
| 16 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.08% | -0.42% | +1.21% | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 2.03% | -0.26% | +0.79% | |
| 18 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.95% | -0.43% | +1.29% | |
| 19 | ADBE | Adobe Inc | Stock-Tech | 1.73% | -0.25% | +1.04% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.61% | +0.44% | +1.72% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.32% | -0.13% | -0.28% | |
| 22 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.29% | +0.01% | -12.09% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 1.25% | -0.50% | +0.98% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.24% | -0.08% | -0.15% | |
| 25 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.98% | -0.12% | +5.36% | |
| 26 | AZO | Autozone Inc | Stock-Consumer Disc | 0.98% | -0.19% | +4.69% | |
| 27 | BLK | Blackrock Inc | Stock-Financials | 0.93% | -0.09% | — | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | -0.02% | -25.34% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.85% | — | +4.03% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.82% | — | -19.55% | |
| 31 | MSCI | Msci Inc | Stock-Financials | 0.82% | -0.05% | +5.18% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.06% | -9.88% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.63% | +0.02% | -14.28% | |
| 34 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.55% | -0.04% | +16.38% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.01% | +0.06% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.25% | -2.37% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.36% | -0.01% | — | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.08% | -2.37% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | -0.09% | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.02% | -0.89% | |
| 41 | GWW | Ww Grainger Inc | Stock-Industrials | 0.25% | +0.07% | +155.60% | |
| 42 | EQIX | Equinix Inc | Stock-Real Estate | 0.25% | — | -0.41% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.09% | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | +0.01% | +0.38% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.18% | — | — | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.17% | -0.01% | +0.12% | |
| 47 | PLD | Prologis Inc | Stock-Real Estate | 0.17% | -0.01% | -2.93% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.13% | -0.02% | -6.95% | |
| 49 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.13% | -0.02% | +36.73% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.12% | +0.01% | — |
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 110 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 36.9% of total reported equity market value during Q4 2024.
During Q4 2024, Mogy Joel R Investment Counsel Inc's top holdings by market value included NVDA (11.5%)、AAPL (9.4%)、MSFT (7.3%). The largest single position, NVDA, represented 11.5% of total portfolio value.
In Q4 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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