Filed: 7/14/2026ACC: 0001398344-26-012120
📋 What this filing means
MOGY JOEL R INVESTMENT COUNSEL INC filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $1.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
121
Positions
$1.75B
Total AUM (reported)
6.52M
Total Shares
Allocation by class
COM$1.25B71.3%
CAP STK CL C$115.59M6.6%
CAP STK CL A$109.18M6.3%
CL A$81.17M4.7%
CL B NEW$65.04M3.7%
COM CL A$63.40M3.6%
COM NEW$27.65M1.6%
Portfolio Concentration
Top 3$542.42M31.1%
4–10$622.95M35.7%
11–25$396.95M22.7%
Rest$182.84M10.5%
Top 3 weight
31.1%
Top 10 weight
66.8%
Voting Authority Distribution
Total shares with voting rights: 6.52M
Sole
Full voting authority
6.52M
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)
Sole121
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings121
Rows:
NVIDIA CORPORATION
SOLEShares1.28M
TypeSH
Market value$255.92M
14.66%
Sole
1.28M
Shared
0.00
None
0.00
APPLE INC
SOLEShares590.64K
TypeSH
Market value$170.91M
9.79%
Sole
590.64K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares327.13K
TypeSH
Market value$115.59M
6.62%
Sole
327.13K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares305.50K
TypeSH
Market value$109.18M
6.26%
Sole
305.50K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares286.31K
TypeSH
Market value$106.80M
6.12%
Sole
286.31K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares308.02K
TypeSH
Market value$105.04M
6.02%
Sole
308.02K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares97.60K
TypeSH
Market value$91.30M
5.23%
Sole
97.60K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares344.86K
TypeSH
Market value$82.19M
4.71%
Sole
344.86K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares129.97K
TypeSH
Market value$65.04M
3.73%
Sole
129.97K
Shared
0.00
None
0.00
VISA INC
SOLEShares184.80K
TypeSH
Market value$63.40M
3.63%
Sole
184.80K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares95.36K
TypeSH
Market value$53.71M
3.08%
Sole
95.36K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares39.65K
TypeSH
Market value$47.55M
2.72%
Sole
39.65K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares85.44K
TypeSH
Market value$44.98M
2.58%
Sole
85.44K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares100.03K
TypeSH
Market value$31.49M
1.80%
Sole
100.03K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares185.99K
TypeSH
Market value$29.14M
1.67%
Sole
185.99K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares69.53K
TypeSH
Market value$27.65M
1.58%
Sole
69.53K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares256.85K
TypeSH
Market value$23.65M
1.36%
Sole
256.85K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares39.47K
TypeSH
Market value$20.27M
1.16%
Sole
39.47K
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares6.24K
TypeSH
Market value$19.94M
1.14%
Sole
6.24K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares265.57K
TypeSH
Market value$18.96M
1.09%
Sole
265.57K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares124.96K
TypeSH
Market value$18.31M
1.05%
Sole
124.96K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares135.23K
TypeSH
Market value$15.88M
0.91%
Sole
135.23K
Shared
0.00
None
0.00
INTUIT
SOLEShares60.03K
TypeSH
Market value$15.67M
0.90%
Sole
60.03K
Shared
0.00
None
0.00
MSCI INC
SOLEShares26.76K
TypeSH
Market value$14.99M
0.86%
Sole
26.76K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares15.33K
TypeSH
Market value$14.74M
0.84%
Sole
15.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.28M | SH | $255.92M 14.66% | 1.28M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 590.64K | SH | $170.91M 9.79% | 590.64K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 327.13K | SH | $115.59M 6.62% | 327.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 305.50K | SH | $109.18M 6.26% | 305.50K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 286.31K | SH | $106.80M 6.12% | 286.31K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 308.02K | SH | $105.04M 6.02% | 308.02K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 97.60K | SH | $91.30M 5.23% | 97.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 344.86K | SH | $82.19M 4.71% | 344.86K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 129.97K | SH | $65.04M 3.73% | 129.97K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 184.80K | SH | $63.40M 3.63% | 184.80K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 95.36K | SH | $53.71M 3.08% | 95.36K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 39.65K | SH | $47.55M 2.72% | 39.65K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 85.44K | SH | $44.98M 2.58% | 85.44K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 100.03K | SH | $31.49M 1.80% | 100.03K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 185.99K | SH | $29.14M 1.67% | 185.99K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 69.53K | SH | $27.65M 1.58% | 69.53K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 256.85K | SH | $23.65M 1.36% | 256.85K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 39.47K | SH | $20.27M 1.16% | 39.47K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 6.24K | SH | $19.94M 1.14% | 6.24K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 265.57K | SH | $18.96M 1.09% | 265.57K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 124.96K | SH | $18.31M 1.05% | 124.96K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 135.23K | SH | $15.88M 0.91% | 135.23K | 0.00 | 0.00 |
INTUITSOLE | COM | 60.03K | SH | $15.67M 0.90% | 60.03K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 26.76K | SH | $14.99M 0.86% | 26.76K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 15.33K | SH | $14.74M 0.84% | 15.33K | 0.00 | 0.00 |
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