Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MOGY JOEL R INVESTMENT COUNSEL INC (CIK 1126735) reported $1.60B across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($223.5M, 13.99%), AAPL ($150.4M, 9.42%), MSFT ($105.8M, 6.62%), COST ($97.5M, 6.10%), GOOG ($94.1M, 5.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $223.5M | 13.99% | 1.3M | Trimmed |
| 2 | AAPL | APPLE INC | $150.4M | 9.42% | 592,645 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $105.8M | 6.62% | 285,774 | Trimmed |
| 4 | COST | COSTCO WHOLESALE CORPORATION | $97.5M | 6.10% | 97,829 | Trimmed |
| 5 | GOOG | ALPHABET INC | $94.1M | 5.89% | 328,099 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $88.0M | 5.51% | 306,149 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $72.0M | 4.51% | 345,544 | Trimmed |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.6M | 3.92% | 130,565 | Trimmed |
| 9 | V | VISA INC | $55.9M | 3.50% | 185,051 | Trimmed |
| 10 | META | META PLATFORMS INC | $54.7M | 3.43% | 95,687 | Trimmed |
| 11 | PANW | PALO ALTO NETWORKS INC | $49.5M | 3.10% | 308,786 | Trimmed |
| 12 | IDXX | IDEXX LABS INC | $48.0M | 3.01% | 85,492 | Trimmed |
| 13 | LLY | ELI LILLY & CO | $36.4M | 2.28% | 39,600 | Added |
| 14 | CRM | SALESFORCE INC | $36.2M | 2.27% | 194,091 | Trimmed |
| 15 | SYK | STRYKER CORPORATION | $32.8M | 2.06% | 99,955 | Trimmed |
| 16 | ISRG | INTUITIVE SURGICAL INC | $32.0M | 2.00% | 69,376 | Added |
| 17 | INTU | INTUIT | $29.6M | 1.85% | 68,359 | Trimmed |
| 18 | NFLX | NETFLIX INC. | $25.5M | 1.59% | 264,718 | Added |
| 19 | ORLY | OREILLY AUTOMOTIVE INC | $23.7M | 1.48% | 256,250 | Added |
| 20 | AZO | AUTOZONE INC | $21.2M | 1.33% | 6,267 | Added |
| 21 | MA | MASTERCARD INCORPORATED | $19.7M | 1.24% | 39,485 | Trimmed |
| 22 | ORCL | ORACLE CORP | $18.8M | 1.18% | 127,874 | Trimmed |
| 23 | ACN | ACCENTURE PLC IRELAND | $15.2M | 0.95% | 76,783 | Trimmed |
| 24 | BLK | BLACKROCK INC | $14.8M | 0.93% | 15,406 | Added |
| 25 | MSCI | MSCI INC | $14.5M | 0.91% | 26,859 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31