Filed: 1/30/2026ACC: 0001398344-26-001713
📋 What this filing means
MOGY JOEL R INVESTMENT COUNSEL INC filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $1.84B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
115
Positions
$1.84B
Total AUM (reported)
6.72M
Total Shares
Allocation by class
COM$1.33B72.2%
CAP STK CL C$104.40M5.7%
CAP STK CL A$96.25M5.2%
CL A$93.67M5.1%
CL B NEW$66.75M3.6%
COM CL A$65.13M3.5%
COM NEW$39.09M2.1%
Portfolio Concentration
Top 3$554.04M30.1%
4–10$561.82M30.5%
11–25$533.47M28.9%
Rest$193.87M10.5%
Top 3 weight
30.1%
Top 10 weight
60.5%
Voting Authority Distribution
Total shares with voting rights: 6.72M
Sole
Full voting authority
6.72M
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)
Sole115
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings115
Rows:
NVIDIA CORPORATION
SOLEShares1.35M
TypeSH
Market value$251.24M
13.63%
Sole
1.35M
Shared
0.00
None
0.00
APPLE INC
SOLEShares603.54K
TypeSH
Market value$164.08M
8.90%
Sole
603.54K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares286.83K
TypeSH
Market value$138.72M
7.53%
Sole
286.83K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares332.71K
TypeSH
Market value$104.40M
5.66%
Sole
332.71K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares307.52K
TypeSH
Market value$96.25M
5.22%
Sole
307.52K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares98.59K
TypeSH
Market value$85.02M
4.61%
Sole
98.59K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares348.72K
TypeSH
Market value$80.49M
4.37%
Sole
348.72K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares132.79K
TypeSH
Market value$66.75M
3.62%
Sole
132.79K
Shared
0.00
None
0.00
VISA INC
SOLEShares185.71K
TypeSH
Market value$65.13M
3.53%
Sole
185.71K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares96.61K
TypeSH
Market value$63.77M
3.46%
Sole
96.61K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares85.55K
TypeSH
Market value$57.87M
3.14%
Sole
85.55K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares310.68K
TypeSH
Market value$57.23M
3.10%
Sole
310.68K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares195.85K
TypeSH
Market value$51.88M
2.81%
Sole
195.85K
Shared
0.00
None
0.00
INTUIT
SOLEShares73.53K
TypeSH
Market value$48.71M
2.64%
Sole
73.53K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares39.55K
TypeSH
Market value$42.51M
2.31%
Sole
39.55K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares69.01K
TypeSH
Market value$39.09M
2.12%
Sole
69.01K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares107.05K
TypeSH
Market value$36.84M
2.00%
Sole
107.05K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares100.44K
TypeSH
Market value$35.30M
1.92%
Sole
100.44K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares97.26K
TypeSH
Market value$26.09M
1.42%
Sole
97.26K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares130.25K
TypeSH
Market value$25.39M
1.38%
Sole
130.25K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares263.91K
TypeSH
Market value$24.74M
1.34%
Sole
263.91K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares255.75K
TypeSH
Market value$23.33M
1.27%
Sole
255.75K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares39.69K
TypeSH
Market value$22.66M
1.23%
Sole
39.69K
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares6.26K
TypeSH
Market value$21.24M
1.15%
Sole
6.26K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares58.84K
TypeSH
Market value$20.59M
1.12%
Sole
58.84K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.35M | SH | $251.24M 13.63% | 1.35M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 603.54K | SH | $164.08M 8.90% | 603.54K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 286.83K | SH | $138.72M 7.53% | 286.83K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 332.71K | SH | $104.40M 5.66% | 332.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 307.52K | SH | $96.25M 5.22% | 307.52K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 98.59K | SH | $85.02M 4.61% | 98.59K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 348.72K | SH | $80.49M 4.37% | 348.72K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 132.79K | SH | $66.75M 3.62% | 132.79K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 185.71K | SH | $65.13M 3.53% | 185.71K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 96.61K | SH | $63.77M 3.46% | 96.61K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 85.55K | SH | $57.87M 3.14% | 85.55K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 310.68K | SH | $57.23M 3.10% | 310.68K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 195.85K | SH | $51.88M 2.81% | 195.85K | 0.00 | 0.00 |
INTUITSOLE | COM | 73.53K | SH | $48.71M 2.64% | 73.53K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 39.55K | SH | $42.51M 2.31% | 39.55K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 69.01K | SH | $39.09M 2.12% | 69.01K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 107.05K | SH | $36.84M 2.00% | 107.05K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 100.44K | SH | $35.30M 1.92% | 100.44K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 97.26K | SH | $26.09M 1.42% | 97.26K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 130.25K | SH | $25.39M 1.38% | 130.25K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 263.91K | SH | $24.74M 1.34% | 263.91K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 255.75K | SH | $23.33M 1.27% | 255.75K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 39.69K | SH | $22.66M 1.23% | 39.69K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 6.26K | SH | $21.24M 1.15% | 6.26K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 58.84K | SH | $20.59M 1.12% | 58.84K | 0.00 | 0.00 |
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