Filed: 4/15/2026ACC: 0001398344-26-006551
📋 What this filing means
MOGY JOEL R INVESTMENT COUNSEL INC filed this quarterly 13F‑HR report disclosing 114 equity positions with a total reported market value of $1.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
114
Positions
$1.60B
Total AUM (reported)
6.41M
Total Shares
Allocation by class
COM$1.15B71.8%
CAP STK CL C$94.12M5.9%
CAP STK CL A$88.04M5.5%
CL A$81.41M5.1%
CL B NEW$62.57M3.9%
COM CL A$55.93M3.5%
COM NEW$31.98M2.0%
Portfolio Concentration
Top 3$479.65M30.0%
4–10$524.84M32.9%
11–25$417.91M26.2%
Rest$174.78M10.9%
Top 3 weight
30.0%
Top 10 weight
62.9%
Voting Authority Distribution
Total shares with voting rights: 6.41M
Sole
Full voting authority
6.41M
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)
Sole114
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings114
Rows:
NVIDIA CORPORATION
SOLEShares1.28M
TypeSH
Market value$223.46M
13.99%
Sole
1.28M
Shared
0.00
None
0.00
APPLE INC
SOLEShares592.64K
TypeSH
Market value$150.41M
9.42%
Sole
592.64K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares285.77K
TypeSH
Market value$105.78M
6.62%
Sole
285.77K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares97.83K
TypeSH
Market value$97.48M
6.10%
Sole
97.83K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares328.10K
TypeSH
Market value$94.12M
5.89%
Sole
328.10K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares306.15K
TypeSH
Market value$88.04M
5.51%
Sole
306.15K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares345.54K
TypeSH
Market value$71.97M
4.51%
Sole
345.54K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares130.56K
TypeSH
Market value$62.57M
3.92%
Sole
130.56K
Shared
0.00
None
0.00
VISA INC
SOLEShares185.05K
TypeSH
Market value$55.93M
3.50%
Sole
185.05K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares95.69K
TypeSH
Market value$54.75M
3.43%
Sole
95.69K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares308.79K
TypeSH
Market value$49.50M
3.10%
Sole
308.79K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares85.49K
TypeSH
Market value$48.04M
3.01%
Sole
85.49K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares39.60K
TypeSH
Market value$36.42M
2.28%
Sole
39.60K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares194.09K
TypeSH
Market value$36.23M
2.27%
Sole
194.09K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares99.95K
TypeSH
Market value$32.84M
2.06%
Sole
99.95K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares69.38K
TypeSH
Market value$31.98M
2.00%
Sole
69.38K
Shared
0.00
None
0.00
INTUIT
SOLEShares68.36K
TypeSH
Market value$29.56M
1.85%
Sole
68.36K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares264.72K
TypeSH
Market value$25.45M
1.59%
Sole
264.72K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares256.25K
TypeSH
Market value$23.65M
1.48%
Sole
256.25K
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares6.27K
TypeSH
Market value$21.17M
1.33%
Sole
6.27K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares39.48K
TypeSH
Market value$19.73M
1.24%
Sole
39.48K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares127.87K
TypeSH
Market value$18.81M
1.18%
Sole
127.87K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares76.78K
TypeSH
Market value$15.23M
0.95%
Sole
76.78K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares15.41K
TypeSH
Market value$14.82M
0.93%
Sole
15.41K
Shared
0.00
None
0.00
MSCI INC
SOLEShares26.86K
TypeSH
Market value$14.48M
0.91%
Sole
26.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.28M | SH | $223.46M 13.99% | 1.28M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 592.64K | SH | $150.41M 9.42% | 592.64K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 285.77K | SH | $105.78M 6.62% | 285.77K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 97.83K | SH | $97.48M 6.10% | 97.83K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 328.10K | SH | $94.12M 5.89% | 328.10K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 306.15K | SH | $88.04M 5.51% | 306.15K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 345.54K | SH | $71.97M 4.51% | 345.54K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 130.56K | SH | $62.57M 3.92% | 130.56K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 185.05K | SH | $55.93M 3.50% | 185.05K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 95.69K | SH | $54.75M 3.43% | 95.69K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 308.79K | SH | $49.50M 3.10% | 308.79K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 85.49K | SH | $48.04M 3.01% | 85.49K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 39.60K | SH | $36.42M 2.28% | 39.60K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 194.09K | SH | $36.23M 2.27% | 194.09K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 99.95K | SH | $32.84M 2.06% | 99.95K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 69.38K | SH | $31.98M 2.00% | 69.38K | 0.00 | 0.00 |
INTUITSOLE | COM | 68.36K | SH | $29.56M 1.85% | 68.36K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 264.72K | SH | $25.45M 1.59% | 264.72K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 256.25K | SH | $23.65M 1.48% | 256.25K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 6.27K | SH | $21.17M 1.33% | 6.27K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 39.48K | SH | $19.73M 1.24% | 39.48K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 127.87K | SH | $18.81M 1.18% | 127.87K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 76.78K | SH | $15.23M 0.95% | 76.78K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 15.41K | SH | $14.82M 0.93% | 15.41K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 26.86K | SH | $14.48M 0.91% | 26.86K | 0.00 | 0.00 |
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