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CIK: 0001126735
Total reported value
$1.7B
$1.7B
115 檔
43.2%
At the close of Q4 2025, Mogy Joel R Investment Counsel Inc disclosed equity holdings valued at approximately $1.7B, spread across 115 reported holdings.
In Q4 2025, Mogy Joel R Investment Counsel Inc adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 13.63% | +0.67% | -2.32% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.90% | +0.37% | -1.16% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.53% | -0.50% | -0.00% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.66% | +0.73% | -2.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.22% | +0.75% | -1.07% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.61% | -0.87% | -0.19% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.37% | +0.20% | +0.26% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.62% | -0.19% | -0.63% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.53% | +0.13% | +0.07% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.46% | -0.35% | +0.15% | |
| 11 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 3.14% | -0.43% | +0.32% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.10% | +2.92% | +0.26% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 2.81% | -0.60% | +0.25% | |
| 14 | INTU | Intuit Inc | Stock-Tech | 2.64% | -0.95% | -0.05% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.31% | +0.44% | -0.14% | |
| 16 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.12% | -0.42% | +0.94% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 2.00% | -0.02% | -0.36% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 1.92% | -0.26% | +1.06% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.42% | -0.42% | +8.90% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.38% | -0.13% | -1.21% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 1.34% | -0.50% | +909.44% | |
| 22 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.27% | -0.12% | +2.15% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.23% | -0.08% | -0.17% | |
| 24 | AZO | Autozone Inc | Stock-Consumer Disc | 1.15% | -0.19% | +1.94% | |
| 25 | ADBE | Adobe Inc | Stock-Tech | 1.12% | -0.25% | +16.15% | |
| 26 | BLK | Blackrock Inc | Stock-Financials | 0.89% | -0.09% | +0.22% | |
| 27 | MSCI | Msci Inc | Stock-Financials | 0.84% | -0.05% | +0.45% | |
| 28 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.71% | -0.04% | +4.03% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.25% | -1.20% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | +0.01% | -0.45% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.45% | -0.09% | -0.20% | |
| 32 | GWW | Ww Grainger Inc | Stock-Industrials | 0.41% | +0.07% | -18.09% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.40% | +0.02% | -1.23% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.08% | +0.83% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.37% | -0.01% | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.02% | — | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | -0.02% | — | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.29% | +0.01% | -0.83% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.24% | -0.06% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.09% | — | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | +0.01% | — | |
| 42 | EQIX | Equinix Inc | Stock-Real Estate | 0.17% | — | -1.41% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.16% | — | -3.43% | |
| 44 | PLD | Prologis Inc | Stock-Real Estate | 0.16% | -0.01% | -2.49% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.15% | -0.01% | -0.67% | |
| 46 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.15% | -0.02% | -32.30% | |
| 47 | BRO | Brown & Brown Inc | Stock-Financials | 0.14% | — | -14.69% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.13% | -0.02% | — | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.12% | -0.02% | — | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.1% | -2.14% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.1% | -1.07% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.7% | -0.14% | Trim |
| 4 | ISRG | Intuitive Surgical Inc | +0.4% | +0.94% | Add |
| 5 | AAPL | Apple Inc | +0.4% | -1.16% | Trim |
| 6 | CRM | Salesforce Inc | +0.3% | +0.25% | Add |
| 7 | ACN | Accenture plc | +0.2% | +8.90% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | +0.26% | Add |
| 9 | IDXX | Idexx Laboratories Inc | +0.2% | +0.32% | Add |
| 10 | ADBE | Adobe Inc | +0.1% | +16.15% | Add |
| 11 | V | Visa Inc-class A Shares | +0.1% | +0.07% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.1% | -1.20% | Trim |
| 13 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 14 | WMT | Walmart Inc | 0% | +0.83% | Add |
| 15 | MRK | Merck & Co. Inc. | 0% | -3.43% | Trim |
| 16 | BKNG | Booking Holdings Inc | 0% | +4.03% | Add |
| 17 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 18 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 19 | PLD | Prologis Inc | 0% | -2.49% | Trim |
| 20 | MSCI | Msci Inc | 0% | +0.45% | Add |
| 21 | BIIB | Biogen Inc | 0% | — | Unchanged |
| 22 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 23 | WSM | Williams-sonoma Inc | 0% | -0.74% | Trim |
| 24 | KO | Coca-cola Co/the | 0% | -21.12% | Trim |
| 25 | WEC | Wec Energy Group Inc | 0% | — | Unchanged |
| 26 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -14.76% | Trim |
| 28 | UNP | Union Pacific CORP | 0% | -1.23% | Trim |
| 29 | ABBV | Abbvie Inc | 0% | -0.45% | Trim |
| 30 | ABT | Abbott Laboratories | 0% | -0.20% | Trim |
| 31 | BRO | Brown & Brown Inc | -0.1% | -14.69% | Trim |
| 32 | GWW | Ww Grainger Inc | -0.1% | -18.09% | Trim |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.63% | Trim |
| 34 | MRSH | Marsh & Mclennan Cos | -0.1% | -32.30% | Trim |
| 35 | SYK | Stryker CORP | -0.1% | +1.06% | Add |
| 36 | BLK | Blackrock Inc | -0.1% | +0.22% | Add |
| 37 | INTU | Intuit Inc | -0.1% | -0.05% | Trim |
| 38 | ORLY | O'reilly Automotive Inc | -0.2% | +2.15% | Add |
| 39 | AZO | Autozone Inc | -0.3% | +1.94% | Add |
| 40 | PANW | Palo Alto Networks Inc | -0.4% | +0.26% | Add |
| 41 | NFLX | Netflix Inc | -0.4% | +909.44% | Add |
| 42 | HD | Home Depot Inc | -0.4% | -0.36% | Trim |
| 43 | COST | Costco Wholesale CORP | -0.4% | -0.19% | Trim |
| 44 | META | Meta Platforms Inc-class A | -0.4% | +0.15% | Add |
| 45 | NVDA | Nvidia CORP | -0.5% | -2.32% | Trim |
| 46 | MSFT | Microsoft CORP | -0.6% | -0.00% | Trim |
| 47 | ORCL | Oracle CORP | -0.7% | -1.21% | Trim |
| 48 | KEL | Kellanova | — | EXIT | Sold out |
| 49 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 50 | MMM | 3m Co | — | EXIT | Sold out |
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 115 disclosed positions in Q4 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 43.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
EFA
市值: $240.1K
Top Position Liquidated / Trimmed
KEL
前期市值: $246.1K
During Q4 2025, Mogy Joel R Investment Counsel Inc's top holdings by market value included NVDA (13.6%)、AAPL (8.9%)、MSFT (7.5%). The largest single position, NVDA, represented 13.6% of total portfolio value.
In Q4 2025, Mogy Joel R Investment Counsel Inc made 43 total portfolio adjustments, initiating 1 new buys, adding to 17 positions, trimming 23 holdings, and fully liquidating 2 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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