Filed: 7/10/2025ACC: 0001398344-25-012972
📋 What this filing means
MOGY JOEL R INVESTMENT COUNSEL INC filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $1.73B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
127
Positions
$1.73B
Total AUM (reported)
6.61M
Total Shares
Allocation by class
COM$1.30B74.9%
CL A$100.68M5.8%
COM CL A$65.83M3.8%
CL B NEW$64.87M3.7%
CAP STK CL C$60.51M3.5%
CAP STK CL A$54.77M3.2%
COM NEW$37.32M2.2%
Portfolio Concentration
Top 3$488.17M28.2%
4–10$499.61M28.9%
11–25$549.20M31.7%
Rest$194.74M11.2%
Top 3 weight
28.2%
Top 10 weight
57.0%
Voting Authority Distribution
Total shares with voting rights: 6.61M
Sole
Full voting authority
6.61M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole127
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings127
Rows:
NVIDIA CORPORATION
SOLEShares1.39M
TypeSH
Market value$219.22M
12.66%
Sole
1.39M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares287.07K
TypeSH
Market value$142.79M
8.25%
Sole
287.07K
Shared
0.00
None
0.00
APPLE INC
SOLEShares614.89K
TypeSH
Market value$126.16M
7.28%
Sole
614.89K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares98.61K
TypeSH
Market value$97.62M
5.64%
Sole
98.61K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares347.63K
TypeSH
Market value$76.27M
4.40%
Sole
347.63K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares96.51K
TypeSH
Market value$71.23M
4.11%
Sole
96.51K
Shared
0.00
None
0.00
VISA INC
SOLEShares185.40K
TypeSH
Market value$65.83M
3.80%
Sole
185.40K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares133.55K
TypeSH
Market value$64.87M
3.75%
Sole
133.55K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares309.29K
TypeSH
Market value$63.29M
3.65%
Sole
309.29K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares341.09K
TypeSH
Market value$60.51M
3.49%
Sole
341.09K
Shared
0.00
None
0.00
INTUIT
SOLEShares73.23K
TypeSH
Market value$57.68M
3.33%
Sole
73.23K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares310.80K
TypeSH
Market value$54.77M
3.16%
Sole
310.80K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares197.99K
TypeSH
Market value$53.99M
3.12%
Sole
197.99K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares85.18K
TypeSH
Market value$45.69M
2.64%
Sole
85.18K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares107.27K
TypeSH
Market value$39.33M
2.27%
Sole
107.27K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares98.69K
TypeSH
Market value$39.04M
2.25%
Sole
98.69K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares68.68K
TypeSH
Market value$37.32M
2.16%
Sole
68.68K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares25.95K
TypeSH
Market value$34.75M
2.01%
Sole
25.95K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares106.18K
TypeSH
Market value$31.74M
1.83%
Sole
106.18K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares39.53K
TypeSH
Market value$30.81M
1.78%
Sole
39.53K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares131.87K
TypeSH
Market value$28.83M
1.66%
Sole
131.87K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares71.59K
TypeSH
Market value$27.70M
1.60%
Sole
71.59K
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares6.13K
TypeSH
Market value$22.75M
1.31%
Sole
6.13K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares249.25K
TypeSH
Market value$22.47M
1.30%
Sole
249.25K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares39.74K
TypeSH
Market value$22.33M
1.29%
Sole
39.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.39M | SH | $219.22M 12.66% | 1.39M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 287.07K | SH | $142.79M 8.25% | 287.07K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 614.89K | SH | $126.16M 7.28% | 614.89K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 98.61K | SH | $97.62M 5.64% | 98.61K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 347.63K | SH | $76.27M 4.40% | 347.63K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 96.51K | SH | $71.23M 4.11% | 96.51K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 185.40K | SH | $65.83M 3.80% | 185.40K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 133.55K | SH | $64.87M 3.75% | 133.55K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 309.29K | SH | $63.29M 3.65% | 309.29K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 341.09K | SH | $60.51M 3.49% | 341.09K | 0.00 | 0.00 |
INTUITSOLE | COM | 73.23K | SH | $57.68M 3.33% | 73.23K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 310.80K | SH | $54.77M 3.16% | 310.80K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 197.99K | SH | $53.99M 3.12% | 197.99K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 85.18K | SH | $45.69M 2.64% | 85.18K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 107.27K | SH | $39.33M 2.27% | 107.27K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 98.69K | SH | $39.04M 2.25% | 98.69K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 68.68K | SH | $37.32M 2.16% | 68.68K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 25.95K | SH | $34.75M 2.01% | 25.95K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 106.18K | SH | $31.74M 1.83% | 106.18K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 39.53K | SH | $30.81M 1.78% | 39.53K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 131.87K | SH | $28.83M 1.66% | 131.87K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 71.59K | SH | $27.70M 1.60% | 71.59K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 6.13K | SH | $22.75M 1.31% | 6.13K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 249.25K | SH | $22.47M 1.30% | 249.25K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 39.74K | SH | $22.33M 1.29% | 39.74K | 0.00 | 0.00 |
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