§ 13F · FUND PROFILE
MOGY JOEL R INVESTMENT COUNSEL INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.7B (13F)Positions · 127Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$227K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.28M | $223M | 14.0% | −5% |
| 2 | AAPL | APPLE INC | 593K | $150M | 9.4% | −2% |
| 3 | MSFT | MICROSOFT CORP | 286K | $106M | 6.6% | ±0% |
| 4 | COST | COSTCO WHOLESALE CORPORATION | 98K | $97M | 6.1% | −1% |
| 5 | GOOG | ALPHABET INC | 328K | $94M | 5.9% | −1% |
| 6 | GOOGL | ALPHABET INC | 306K | $88M | 5.5% | ±0% |
| 7 | AMZN | AMAZON COM INC | 346K | $72M | 4.5% | −1% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 131K | $63M | 3.9% | −2% |
| 9 | V | VISA INC | 185K | $56M | 3.5% | ±0% |
| 10 | META | META PLATFORMS INC | 96K | $55M | 3.4% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOGY SIGNAL
AC read
MOGY JOEL R INVESTMENT COUNSEL INC is a Other fund managing $1.7 billion in assets. The fund runs a portfolio of 127 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed