The Analysis of MOGY JOEL R INVESTMENT COUNSEL INC's Holdings

Currently, MOGY JOEL R INVESTMENT COUNSEL INC holds 115 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in NFLX (+237.8K shares, valued at $22.3M), ADBE (+8.2K shares, valued at $2.9M), N/A (+7.9K shares, valued at $2.1M); decreased their positions in NVDA (-32.0K shares, valued at $6.0M), N/A (-7.3K shares, valued at $2.3M), AAPL (-7.1K shares, valued at $1.9M); initiated new positions in EFA (+2.5K shares, valued at $240.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.3M shares-2.32%2025-12-312026-01-30

AAPL APPLE INC603.5K shares-1.16%2025-12-312026-01-30

MSFT MICROSOFT CORP286.8K shares-0.00%2025-12-312026-01-30

ALPHABET INC ALPHABET INC332.7K shares-2.14%2025-12-312026-01-30

ALPHABET INC ALPHABET INC307.5K shares-1.07%2025-12-312026-01-30

COST COSTCO WHSL CORP NEW98.6K shares-0.19%2025-12-312026-01-30

AMZN AMAZON COM INC348.7K shares0.26%2025-12-312026-01-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL132.8K shares-0.63%2025-12-312026-01-30

Sponsored

V VISA INC185.7K shares0.07%2025-12-312026-01-30

META META PLATFORMS INC96.6K shares0.15%2025-12-312026-01-30

IDXX IDEXX LABS INC85.5K shares0.32%2025-12-312026-01-30

PANW PALO ALTO NETWORKS INC310.7K shares0.26%2025-12-312026-01-30

CRM SALESFORCE INC195.8K shares0.25%2025-12-312026-01-30

INTU INTUIT73.5K shares-0.05%2025-12-312026-01-30

LLY ELI LILLY & CO39.6K shares-0.14%2025-12-312026-01-30

ISRG INTUITIVE SURGICAL INC69.0K shares0.94%2025-12-312026-01-30

Sponsored

HD HOME DEPOT INC107.0K shares-0.36%2025-12-312026-01-30

SYK STRYKER CORPORATION100.4K shares1.06%2025-12-312026-01-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND97.3K shares8.90%2025-12-312026-01-30

ORCL ORACLE CORP130.2K shares-1.21%2025-12-312026-01-30

NFLX NETFLIX INC263.9K shares909.44%2025-12-312026-01-30

ORLY OREILLY AUTOMOTIVE INC255.7K shares2.15%2025-12-312026-01-30

MA MASTERCARD INCORPORATED39.7K shares-0.17%2025-12-312026-01-30

AZO AUTOZONE INC6.3K shares1.94%2025-12-312026-01-30

Sponsored

ADBE ADOBE INC58.8K shares16.15%2025-12-312026-01-30

BLACKROCK INC BLACKROCK INC15.4K shares0.22%2025-12-312026-01-30

MSCI MSCI INC27.0K shares0.45%2025-12-312026-01-30

BKNG BOOKING HOLDINGS INC2.4K shares4.03%2025-12-312026-01-30

CSCO CISCO SYS INC141.4K shares-1.20%2025-12-312026-01-30

ABBV ABBVIE INC45.6K shares-0.45%2025-12-312026-01-30

ABT ABBOTT LABS66.7K shares-0.21%2025-12-312026-01-30

GWW WW GRAINGER INC7.4K shares-18.09%2025-12-312026-01-30

Sponsored

UNP UNION PAC CORP32.2K shares-1.23%2025-12-312026-01-30

WMT WALMART INC63.2K shares0.83%2025-12-312026-01-30

BRK.A BERKSHIRE HATHAWAY INC DEL9 shares0.00%2025-12-312026-01-30

JNJ JOHNSON & JOHNSON31.5K shares0.00%2025-12-312026-01-30

PG PROCTER AND GAMBLE CO38.1K shares0.00%2025-12-312026-01-30

SBUX STARBUCKS CORP62.5K shares-0.83%2025-12-312026-01-30

PEP PEPSICO INC30.7K shares0.00%2025-12-312026-01-30

XOM EXXON MOBIL CORP29.9K shares0.00%2025-12-312026-01-30

Sponsored

IVV ISHARES TR5.2K shares0.00%2025-12-312026-01-30

EQIX EQUINIX INC4.0K shares-1.41%2025-12-312026-01-30

MERCK & CO INC MERCK & CO INC28.6K shares-3.43%2025-12-312026-01-30

PLD PROLOGIS INC.23.5K shares-2.49%2025-12-312026-01-30

DIS DISNEY WALT CO24.8K shares-0.67%2025-12-312026-01-30

MMC MARSH & MCLENNAN COS INC14.4K shares-32.30%2025-12-312026-01-30

BRO BROWN & BROWN INC31.3K shares-14.69%2025-12-312026-01-30

NEE NEXTERA ENERGY INC29.8K shares0.00%2025-12-312026-01-30

Sponsored

AMGN AMGEN INC6.9K shares0.00%2025-12-312026-01-30

PM PHILIP MORRIS INTL INC12.0K shares0.00%2025-12-312026-01-30

SPY SPDR S&P 500 ETF TR2.7K shares-14.76%2025-12-312026-01-30

WSM WILLIAMS SONOMA INC10.0K shares-0.74%2025-12-312026-01-30

MCD MCDONALDS CORP5.7K shares0.00%2025-12-312026-01-30

VUG VANGUARD INDEX FDS3.5K shares-2.75%2025-12-312026-01-30

WEC ENERGY GROUP INC WEC ENERGY GROUP INC15.7K shares0.00%2025-12-312026-01-30

VTI VANGUARD INDEX FDS4.6K shares-0.26%2025-12-312026-01-30

Sponsored

YUM YUM BRANDS INC9.7K shares0.00%2025-12-312026-01-30

VO VANGUARD INDEX FDS4.3K shares0.00%2025-12-312026-01-30

TROW PRICE T ROWE GROUP INC11.5K shares-2.09%2025-12-312026-01-30

IJH ISHARES TR17.2K shares0.35%2025-12-312026-01-30

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares0.00%2025-12-312026-01-30

BIIB BIOGEN INC6.3K shares0.00%2025-12-312026-01-30

INVESCO QQQ TR INVESCO QQQ TR1.8K shares1.14%2025-12-312026-01-30

BMY BRISTOL-MYERS SQUIBB CO18.9K shares0.00%2025-12-312026-01-30

Sponsored

BSV VANGUARD BD INDEX FDS12.9K shares2.37%2025-12-312026-01-30

JPM JPMORGAN CHASE & CO.3.1K shares0.45%2025-12-312026-01-30

KO COCA COLA CO12.7K shares-21.12%2025-12-312026-01-30

CVX CHEVRON CORP NEW5.7K shares0.00%2025-12-312026-01-30

VYM VANGUARD WHITEHALL FDS5.8K shares-3.43%2025-12-312026-01-30

VTV VANGUARD INDEX FDS4.1K shares-4.08%2025-12-312026-01-30

MO ALTRIA GROUP INC12.9K shares0.00%2025-12-312026-01-30

IBM INTERNATIONAL BUSINESS MACHS2.4K shares0.00%2025-12-312026-01-30

Sponsored

SCHW SCHWAB CHARLES CORP6.9K shares0.00%2025-12-312026-01-30

CAT CATERPILLAR INC1.2K shares0.00%2025-12-312026-01-30

CSX CSX CORP18.0K shares0.00%2025-12-312026-01-30

T AT&T INC25.0K shares0.00%2025-12-312026-01-30

ESGD ISHARES TR6.2K shares0.00%2025-12-312026-01-30

PFE PFIZER INC23.6K shares0.00%2025-12-312026-01-30

SPG SIMON PPTY GROUP INC NEW2.8K shares0.00%2025-12-312026-01-30

FDX FEDEX CORP1.7K shares0.00%2025-12-312026-01-30

Sponsored

LMT LOCKHEED MARTIN CORP969 shares-9.35%2025-12-312026-01-30

BIV VANGUARD BD INDEX FDS5.9K shares0.00%2025-12-312026-01-30

MDLZ MONDELEZ INTL INC8.2K shares0.00%2025-12-312026-01-30

SCHB SCHWAB STRATEGIC TR16.4K shares0.00%2025-12-312026-01-30

TSLA TESLA INC775 shares0.00%2025-12-312026-01-30

SO SOUTHERN CO3.9K shares0.00%2025-12-312026-01-30

VZ VERIZON COMMUNICATIONS INC7.9K shares0.00%2025-12-312026-01-30

DFAC DIMENSIONAL ETF TRUST7.4K shares0.00%2025-12-312026-01-30

Sponsored

ESGE ISHARES INC6.0K shares0.00%2025-12-312026-01-30

XLK SELECT SECTOR SPDR TR1.8K shares100.00%2025-12-312026-01-30

HON HONEYWELL INTL INC1.3K shares0.00%2025-12-312026-01-30

EFA ISHARES TR2.5K sharesnew addition2025-12-312026-01-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.2K shares0.00%2025-12-312026-01-30

PPG PPG INDS INC2.3K shares0.00%2025-12-312026-01-30

URI UNITED RENTALS INC272 shares0.00%2025-12-312026-01-30

IWM ISHARES TR855 shares0.00%2025-12-312026-01-30

Sponsored

PRTA PROTHENA CORP PLC20.8K shares0.00%2025-12-312026-01-30

XVV ISHARES TR3.4K shares0.00%2025-12-312026-01-30

IBB ISHARES TR975 shares0.00%2025-12-312026-01-30

VV VANGUARD INDEX FDS500 shares0.00%2025-12-312026-01-30

XJH ISHARES TR3.0K shares0.00%2025-12-312026-01-30

VB VANGUARD INDEX FDS400 shares0.00%2025-12-312026-01-30

DMXF ISHARES TR1.3K shares0.00%2025-12-312026-01-30

SCHA SCHWAB STRATEGIC TR3.1K shares0.00%2025-12-312026-01-30

Sponsored

SCHF SCHWAB STRATEGIC TR3.7K shares0.00%2025-12-312026-01-30

VBR VANGUARD INDEX FDS400 shares0.00%2025-12-312026-01-30

SCHD SCHWAB STRATEGIC TR3.0K shares0.00%2025-12-312026-01-30

IJR ISHARES TR638 shares0.00%2025-12-312026-01-30

SCHG SCHWAB STRATEGIC TR1.8K shares0.00%2025-12-312026-01-30

FNDX SCHWAB STRATEGIC TR2.0K shares-11.35%2025-12-312026-01-30

IUSG ISHARES TR250 shares0.00%2025-12-312026-01-30

SCHX SCHWAB STRATEGIC TR1.4K shares0.00%2025-12-312026-01-30

Sponsored

IUSV ISHARES TR375 shares0.00%2025-12-312026-01-30

FNDE SCHWAB STRATEGIC TR47 shares0.00%2025-12-312026-01-30

FNDF SCHWAB STRATEGIC TR34 shares-94.80%2025-12-312026-01-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available