§ 13F · FUND PROFILE
MOGY JOEL R INVESTMENT COUNSEL INC.
AUM · $1.7B (13F)Positions · 121Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.28M | $256M | 14.7% | ±0% |
| 2 | AAPL | APPLE INC | 591K | $171M | 9.8% | ±0% |
| 3 | GOOG | ALPHABET INC | 327K | $116M | 6.6% | ±0% |
| 4 | GOOGL | ALPHABET INC | 305K | $109M | 6.3% | ±0% |
| 5 | MSFT | MICROSOFT CORP | 286K | $107M | 6.1% | ±0% |
| 6 | PANW | PALO ALTO NETWORKS INC | 308K | $105M | 6.0% | ±0% |
| 7 | COST | COSTCO WHOLESALE CORPORATION | 98K | $91M | 5.2% | ±0% |
| 8 | AMZN | AMAZON COM INC | 345K | $82M | 4.7% | ±0% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 130K | $65M | 3.7% | ±0% |
| 10 | V | VISA INC | 185K | $63M | 3.6% | ±0% |
§ 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 121 positions.
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