Filed: 10/16/2025ACC: 0001398344-25-019214
📋 What this filing means
MOGY JOEL R INVESTMENT COUNSEL INC filed this quarterly 13F‑HR report disclosing 119 equity positions with a total reported market value of $1.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
119
Positions
$1.83B
Total AUM (reported)
6.54M
Total Shares
Allocation by class
COM$1.36B74.6%
CL A$100.76M5.5%
CAP STK CL C$82.81M4.5%
CAP STK CL A$75.57M4.1%
CL B NEW$67.18M3.7%
COM CL A$63.35M3.5%
COM NEW$30.57M1.7%
Portfolio Concentration
Top 3$561.33M30.8%
4–10$527.56M28.9%
11–25$539.47M29.6%
Rest$196.79M10.8%
Top 3 weight
30.8%
Top 10 weight
59.7%
Voting Authority Distribution
Total shares with voting rights: 6.54M
Sole
Full voting authority
6.54M
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)
Sole119
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings119
Rows:
NVIDIA CORPORATION
SOLEShares1.38M
TypeSH
Market value$257.28M
14.10%
Sole
1.38M
Shared
0.00
None
0.00
APPLE INC
SOLEShares610.63K
TypeSH
Market value$155.49M
8.52%
Sole
610.63K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares286.83K
TypeSH
Market value$148.56M
8.14%
Sole
286.83K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares98.78K
TypeSH
Market value$91.43M
5.01%
Sole
98.78K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares340K
TypeSH
Market value$82.81M
4.54%
Sole
340K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares347.82K
TypeSH
Market value$76.37M
4.18%
Sole
347.82K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares310.85K
TypeSH
Market value$75.57M
4.14%
Sole
310.85K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares96.47K
TypeSH
Market value$70.85M
3.88%
Sole
96.47K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares133.63K
TypeSH
Market value$67.18M
3.68%
Sole
133.63K
Shared
0.00
None
0.00
VISA INC
SOLEShares185.57K
TypeSH
Market value$63.35M
3.47%
Sole
185.57K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares309.86K
TypeSH
Market value$63.09M
3.46%
Sole
309.86K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares85.27K
TypeSH
Market value$54.48M
2.98%
Sole
85.27K
Shared
0.00
None
0.00
INTUIT
SOLEShares73.57K
TypeSH
Market value$50.24M
2.75%
Sole
73.57K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares195.36K
TypeSH
Market value$46.31M
2.54%
Sole
195.36K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares107.44K
TypeSH
Market value$43.53M
2.39%
Sole
107.44K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares131.84K
TypeSH
Market value$37.08M
2.03%
Sole
131.84K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares99.38K
TypeSH
Market value$36.74M
2.01%
Sole
99.38K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares26.14K
TypeSH
Market value$31.35M
1.72%
Sole
26.14K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares68.37K
TypeSH
Market value$30.57M
1.68%
Sole
68.37K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares39.61K
TypeSH
Market value$30.21M
1.66%
Sole
39.61K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares250.36K
TypeSH
Market value$26.99M
1.48%
Sole
250.36K
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares6.14K
TypeSH
Market value$26.36M
1.44%
Sole
6.14K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares39.76K
TypeSH
Market value$22.62M
1.24%
Sole
39.76K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares89.31K
TypeSH
Market value$22.02M
1.21%
Sole
89.31K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares50.66K
TypeSH
Market value$17.87M
0.98%
Sole
50.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.38M | SH | $257.28M 14.10% | 1.38M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 610.63K | SH | $155.49M 8.52% | 610.63K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 286.83K | SH | $148.56M 8.14% | 286.83K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 98.78K | SH | $91.43M 5.01% | 98.78K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 340K | SH | $82.81M 4.54% | 340K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 347.82K | SH | $76.37M 4.18% | 347.82K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 310.85K | SH | $75.57M 4.14% | 310.85K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 96.47K | SH | $70.85M 3.88% | 96.47K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 133.63K | SH | $67.18M 3.68% | 133.63K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 185.57K | SH | $63.35M 3.47% | 185.57K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 309.86K | SH | $63.09M 3.46% | 309.86K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 85.27K | SH | $54.48M 2.98% | 85.27K | 0.00 | 0.00 |
INTUITSOLE | COM | 73.57K | SH | $50.24M 2.75% | 73.57K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 195.36K | SH | $46.31M 2.54% | 195.36K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 107.44K | SH | $43.53M 2.39% | 107.44K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 131.84K | SH | $37.08M 2.03% | 131.84K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 99.38K | SH | $36.74M 2.01% | 99.38K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 26.14K | SH | $31.35M 1.72% | 26.14K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 68.37K | SH | $30.57M 1.68% | 68.37K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 39.61K | SH | $30.21M 1.66% | 39.61K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 250.36K | SH | $26.99M 1.48% | 250.36K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 6.14K | SH | $26.36M 1.44% | 6.14K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 39.76K | SH | $22.62M 1.24% | 39.76K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 89.31K | SH | $22.02M 1.21% | 89.31K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 50.66K | SH | $17.87M 0.98% | 50.66K | 0.00 | 0.00 |
Page 1 of 5
…