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CIK: 0001126735
Total reported value
$1.7B
$1.7B
105 檔
32.1%
At the close of Q1 2025, Mogy Joel R Investment Counsel Inc disclosed equity holdings valued at approximately $1.7B, spread across 105 reported holdings.
In Q1 2025, Mogy Joel R Investment Counsel Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.71% | +0.67% | -3.28% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.85% | +0.37% | -2.24% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.94% | -0.50% | -1.98% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 6.04% | -0.87% | -2.02% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.58% | -0.19% | -1.61% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.26% | +0.20% | +0.67% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 4.19% | +0.13% | -0.07% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.58% | -0.35% | -0.10% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.44% | +0.73% | -2.09% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 3.41% | -0.60% | +0.30% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.40% | +2.92% | +1.51% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.08% | +0.75% | +0.87% | |
| 13 | INTU | Intuit Inc | Stock-Tech | 2.89% | -0.95% | +1.56% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.52% | -0.02% | +0.58% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 2.36% | -0.26% | +3.39% | |
| 16 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.32% | -0.43% | +8.07% | |
| 17 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.16% | -0.42% | +1.39% | |
| 18 | ACN | Accenture plc | Stock-Tech | 2.14% | -0.42% | +2.91% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.08% | +0.44% | +11.41% | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 1.79% | -0.25% | +10.21% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 1.55% | -0.50% | +9.27% | |
| 22 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.55% | -0.12% | +20.06% | |
| 23 | AZO | Autozone Inc | Stock-Consumer Disc | 1.48% | -0.19% | +16.93% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.41% | -0.08% | +0.85% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.19% | -0.13% | -0.99% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.99% | — | +12.21% | |
| 27 | MSCI | Msci Inc | Stock-Financials | 0.97% | -0.05% | +15.58% | |
| 28 | BLK | Blackrock Inc | Stock-Financials | 0.94% | -0.09% | +1.58% | |
| 29 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.69% | -0.04% | +24.15% | |
| 30 | GWW | Ww Grainger Inc | Stock-Industrials | 0.63% | +0.07% | +143.43% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | +0.01% | -12.66% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | +0.25% | -3.60% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.50% | +0.02% | -30.16% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.46% | -0.01% | — | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.44% | -0.09% | +0.57% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.43% | +0.01% | -71.72% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.02% | -58.32% | |
| 38 | BRO | Brown & Brown Inc | Stock-Financials | 0.36% | — | +131.22% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.08% | -1.82% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.02% | -17.33% | |
| 41 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.33% | -0.02% | +109.16% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.30% | -0.06% | -56.44% | |
| 43 | EQIX | Equinix Inc | Stock-Real Estate | 0.23% | — | -0.46% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.09% | -0.75% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | +0.01% | — | |
| 46 | PLD | Prologis Inc | Stock-Real Estate | 0.18% | -0.01% | -5.47% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.17% | — | — | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.16% | -0.01% | -3.25% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.14% | -0.02% | — | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.14% | -0.02% | -3.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 8 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 9 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 10 | CRM | Salesforce Inc | — | NEW | New buy |
| 11 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 13 | INTU | Intuit Inc | — | NEW | New buy |
| 14 | HD | Home Depot Inc | — | NEW | New buy |
| 15 | SYK | Stryker CORP | — | NEW | New buy |
| 16 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 17 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 18 | ACN | Accenture plc | — | NEW | New buy |
| 19 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 20 | ADBE | Adobe Inc | — | NEW | New buy |
| 21 | NFLX | Netflix Inc | — | NEW | New buy |
| 22 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 23 | AZO | Autozone Inc | — | NEW | New buy |
| 24 | MA | Mastercard Inc - A | — | NEW | New buy |
| 25 | ORCL | Oracle CORP | — | NEW | New buy |
| 26 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 27 | MSCI | Msci Inc | — | NEW | New buy |
| 28 | BLK | Blackrock Inc | — | NEW | New buy |
| 29 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 30 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 31 | ABBV | Abbvie Inc | — | NEW | New buy |
| 32 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 33 | UNP | Union Pacific CORP | — | NEW | New buy |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 35 | ABT | Abbott Laboratories | — | NEW | New buy |
| 36 | SBUX | Starbucks CORP | — | NEW | New buy |
| 37 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 38 | BRO | Brown & Brown Inc | — | NEW | New buy |
| 39 | WMT | Walmart Inc | — | NEW | New buy |
| 40 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 41 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 42 | PEP | Pepsico Inc | — | NEW | New buy |
| 43 | EQIX | Equinix Inc | — | NEW | New buy |
| 44 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 45 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 46 | PLD | Prologis Inc | — | NEW | New buy |
| 47 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 48 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 49 | AMGN | Amgen Inc | — | NEW | New buy |
| 50 | NEE | Nextera Energy Inc | — | NEW | New buy |
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 105 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, AAPL, MSFT) accounted for 32.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $150.7M
During Q1 2025, Mogy Joel R Investment Counsel Inc's top holdings by market value included NVDA (9.7%)、AAPL (8.8%)、MSFT (6.9%). The largest single position, NVDA, represented 9.7% of total portfolio value.
In Q1 2025, Mogy Joel R Investment Counsel Inc made 50 total portfolio adjustments, initiating 50 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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